2024-09-23T13:07:35-05:00 2023-12-31 990 2023-01-01 453860236 SLOVENIAN UNION OF AMERICA INC SLOV 8157271926 431 N CHICAGO STREET JOLIET IL 60432 ROBERT J KUHEL TREASURER 8157271926 2024-09-20 0 2023 2024-08-08 14:25:15Z JOSEPH VALENCIC 19315 MUSKOKA AVENUE CLEVELAND OH 44119 175481 0 X WWW.SLOVENIANUNION.ORG X 2011 IL PROMOTE AND PRESERVE THE LEGACY OF SLOVENIAN-AMERICANS THROUGH EDUCATIONAL AND CULTURAL ACTIVITIES. 7 5 3 210 0 0 64759 57495 32864 73677 2887 12654 1672 848 102182 144674 7382 5250 0 0 19074 19096 0 0 0 71887 131864 98343 156210 3839 -11536 566248 541240 50308 18726 515940 522514 X PROMOTE AND PRESERVE THE LEGACY OF SLOVENIAN-AMERICANS, THROUGH A QUARTERLY PUBLICATION, WEEKLY FRIDAY NEWSLETTER, EDUCATIONAL MUSEUM, SLOVENIAN LANGUAGE CLASSES, COOKBOOK PUBLICATION, WEBSITE COMMUNICATION AND OTHER ACTIVITES TO PROMOTE SLOVENIAN CULTURE AND HISTORY. 0 0 38822 DURING 2023 PRINTED 8,250 QUARTERLY MAGAZINES KNOW AS "ZARJA" (THE DAWN)" CONTAINS PRESIDENT'S REPORT ONEVENTS, ACTIVITIES AND LISTS NEW MEMBERS, DONORS NAMES AND AMOUNTS, DONATIONS OF ARTIFACTS, MEMBERSSUBMIT ARTICLES ON BRANCH ACTIVITIES, AND UPCOMING CONVENTION IN PUEBLO CO. ALL ZARJA'S FROM 1929 AREAVAILABLE ON LINE. THERE ARE TWO PART TIME EMPLOYEES AS EDITOR AND DESIGNOR.. HISTORICALLY ENVISION THOSEEARLY DAYS WHEN ONE COULD SEE WAGONS FULL OF ZARJAS BEING PULLED DOWN THE STREETS IN SLOVENIANNEIGHBORHOODS FOR DOOR TO DOOR DELIVERY, ZARJA WAS THE TEACHING TOOL THAT GUIDED THE SLOVENIAN WOMANINTO THE NEW SOCIETY. TODAY OUR YOUNGER GENERATION HAS BECOME A MIXTURE OF HERITAGES; MOST OF THESLOVENIAN NEIGHBORHOODS ARE GONE, AS ARE THE SLOVENIAN CHURCHES. ONCE AGAIN, ZARJA HAS SHOWN ITSSTRENGTH AS A COMMUNICATION TOOL THAT PROMOTES CULTURE, TRADITIONS AND SCHOLARSHIPS. ZARJA IS THE ONLYMAGAZINE PUBLISHED PRIMARILY TO PRESERVE THE ETHNIC CULTURE OF SLOVENIAN-AMERICANS. OVER 2,060 SLOVENIANAMERICAN FAMILIIES READ ZARJA'S QUARTERLY 44 COLORFUL PAGES . 14823 HERITAGE EDUATIONAL MUSEUM CONTAINS A COLLECTION OF IMMIGRANT'S ARTIFACTS SUCH AS PHOTOS, BOOKS, DIARIES,CLOTHING, UNIFORMS , TRUNKS, MUSICAL INSTRUMENTS, WORK TOOLS, AND FURNITURE, THERE IS A SMALL GIFT SHOP ANDMUSEUM IS OPENED ONCE A WEEK IN 2024 FROM BY AN APPOINTMENT. LIBRARY HOLDINGS HAVE OVER 900 BOOKS ANDA SPECIAL COLLETION OF 126 BOOKS FROM A FAMOUS SLOVENIAN AMERICAN ARTIST BODGAN GROM (1918 TO 2013).HARTFORD INSURANCE PROVIDES COVERAGE OF $120,000 FOR MUSEUM ARTIFACTS AND $39,000 FOR FOUNDERSPORTRAIT, BOOKS AND A ROADSIDE CHAPEL.HISTORICALLY, ORGANIZATION MOVED FROM CHICAGO IL TO JOLIET IL IN NOVEMBER 1976 TO A 2 1/2 STORY BRICKBUILDING CONSTRUCTED IN 1910. TOTAL FIRST FLOOR IS 1,324 SQ FT, MUSEUM IS 729 SQ FT WITH LIBRARYHOLDINGS/OFFICE 363 SQ FT AND REAR 232 SQ FT CONTAINS REST ROOMS AND STORAGE.BUILDING IS LOCATED IN DOWNTOWN JOLIET, IL AND ON FAMOUS STREET ROUTE 66. 54873 THE 29TH NATIONAL CONVENTION , JUNE 15-17, 2023 WAS HELD IN PUEBLO COLORADO WHICH ROTATES TO STATESCONTAINING BRANCHES. THE ORGAINZATION;S 100TH ANNIVERSARY NATIIONAL CONVENTION IS TO BE HELDAUGUST 2026 IN FORTUNE BAY, TOWER MN,2023 PUELBO CONVENTION HAD 383 ATTENDING INCLUDING 203 MEMBERS,167 NON-MEMBERS AND 13 CHILDREN. 25 STATESWERE REPRESENTED ALONG WITH 18 BRANCHES. THE LARGEST EVENT WAS THE CONVENTION BANQUET WHICH HAD 336ATTENDEES. CONSUL GENERAL ALENKA JERAK FACILITATED THE REPUBLIC OF SLOVENIAN'S GRANT 5,500 EUROS ($5,978)AND BROUGHT THE "US AND THEM WITHOUT FRONTIERS" EXHIBIT TO PUEBLO. THIS DISPLAY WAS THROUGH JULY 31 AT THESTEELWORKS CENTER OF THE WEST'S STEELWORKS MUSEUM. PUEBLO'S MAYOR NICK GRADISAR IS A SLOVENIAN AMERICAN.MANY LOCAL DIGNITARIES, GUEST SPEAKERS, BUSIESSS MEETINGS, ELECTION OF NEW BOARD MEMBERS AND DISPLAYSOF BRANCHES CULTURAL ACTIVITIES. THOUSANDS OF VOLUNTEER HOURS WERE PROVIDED FROM LOCAL PUEBLO BRANCH.. 7873 TWO EDUCATIONAL GRANTS OF $1,000 EACH WAS PROVIDED, TOTALING $2,000BRANCHES DONATED TO OTHER NONPROFIT CORPORATIONS, TOTALING . $3,250SLOVENIAN TOUR EVENT IN HONOR OF FOUNDER, TOTALING ..........$2,623TOTAL 990 PART III LINE 4D EXPENSES $7,873 7873 116391 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 3 1 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 0 IL X X ROBERT J KUHEL 8474334567 431 N CHICAGO STREET JOLIET IL 60432 X JOSEPH A VALENCIC NATIONAL PRESIDENT 8.00 X 0 0 0 ANNETTE CHARRON NATIONAL VP OF OUTREACH 26.54 X 600 0 0 ROBERT SPELICH NATIONAL VP OF HOME OFFICE 8.00 X 0 0 0 GEORGENE AGNICH NATIONAL VP OF CULTURE AND 25.00 X 0 0 0 CHRISTINA ECHEVARRIA NATIONAL VP OF MARKETING/F 15.00 X 0 0 0 ROBERT J KUHEL NATIONAL TREASURER 25.00 X 0 6000 0 MARY GLAIZE NATIONAL CORRESPONDING & R 15.00 X 0 0 0 600 6000 0 0 0 0 0 0 19333 5979 32183 57495 HERITAGE PUBLICATION-Z 513120 38822 38822 QUADRENNIAL CONVENTION 561499 34855 34855 73677 12654 0 12654 12654 12654 28217 29702 -1485 -1485 1980 1105 875 875 ADVERTISING REVENUE 623990 200 200 GIFT SHOP SALES 459420 120 120 1138 1138 1458 144674 76010 0 11169 3250 3250 2000 2000 17600 13280 4320 1496 1144 352 3375 1000 2375 1384 1384 4453 4453 43987 27733 16254 562 562 15555 8734 6821 2869 2869 54873 54873 75 75 4706 1508 3198 ANNUAL AG990-IL TO STAT 15 15 ANNUAL COPORATE REPORT 10 10 156210 116391 39819 0 133283 85304 3048 1812 3995 4405 113842 85852 30237 27990 395685 421729 566248 541240 20953 15041 29355 3685 50308 18726 X 515940 522514 515940 522514 566248 541240 -11536 18110 0 X 0 0 0 X 81380 90816 119689 97624 131172 520681 66526 10116 13632 23396 30497 144167 147906 100932 133321 121020 161669 664848 0 0 0 664848 13530 10914 18847 2887 -28373 17805 13530 10914 18847 2887 -28373 17805 3056 1935 1611 3704 1458 11764 164492 113781 153779 127611 134754 694417 0.95740 0.89070 0.02560 0.09010 X X 4700 4700 51865 51865 0 47924 30186 17738 9353 3801 5552 27990 SEE SUPPLEMENTAL INFO PART IV 28217 28217 29702 28217 28217 29702 29702 -1485 PART II LINES AND 9 ORGANIZATION HAS 20 BRANCHES IN 9 STATES AND D.C. WITH 1,940 MEMBERS. BRANCHES WERE STARTED IN 1926 AND AT ONE TIME 69 BRANCHES IN 13 STATES & D.C., HOWEVER MANY BRANCHES CLOSED / DUE TO AGING MEMBERS. BRANCHES ESTABLISHED WHERE GROUPS OF SLOVENIAN AMERICAN WOMEN SETTLED . IN 2011 THE ORGANIZATION CHANGED ITS NAME FROM SLOVENIANWOMENS UNION OF AMERICA TO SLOVENAN UNION OF AMERICA. EACH BRANCH HAS A STANDARD OPERATING POLICY PROCEDURE MANUAL AND LOCAL LEADERSHIP OF A PRESIDENT,VICE PRESIDENT, SECRETARY, TREASURER AND OTHERS. THERE IS A QUADRENNIAL CONVENTION , QUARTERLY PUBLICATION, WEEKLY NEWSLETTER, FACEBOOK , WEB SITE EMAIL, MUSEUM , BOOK CLUB AS FORMS OF COMMUNICATION. EACH BRANCH HAS EVENTS TO CELEBRATE HOLIDAYS, ANNIVERSARIES, FEAST DAYS OF SAINTS, RECOGNITION OF EXEMPLARY MEMBERS, HONORARY GUESTS, SLOVENIAN LANGAUGE CLASSES, TEACHING THE ART OF SLOVENIAN COOKING/BAKING, ANNUAL CALENDAR WITH PHOTOS OF PLACES IN SLOVENIA , MEMBERS FUNERALS, ETC. FORM 990, PART VI, SECTION A, LINE 1A THERE ARE 21 VOTING MEMBER REPRESENTATIVES THAT ELECT THE 7 MEMBER BOARD AT A QUADRENNIAL CONVENTION. FORM 990, PART VI, SECTION A, LINE 6 EACH BRANCH ELECTS A MEMBER REPRESENTATIVES TO REPRESENT ITS BRANCH. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS SHALL HAVE ALL RIGHTS WHICH ARE VESTED IN MEMBERS OF A CORPORATION UNDER THE ILLINOIS GENERAL NOT FOR PROFIT CORPORATION , AS MAY BE AMENDED FROM TIME TO TIME, INCLUDING THE FOLLOWING EXCLUSIVE POWERS: (A) TO ELECT THE CORPORATION'S NATIONAL BOARD OF DIRECTORS AS DESCRIBED MORE FULLY IN ARTICLE III. (B) TO ADOPT AND AMEND STATEMENTS OF MISSION, PHILOSOPHY, OR PURPOSE. (C) TO AUTHORIZE THE LEASE, SALE, EXCHANGE, OR OTHER DISPOSITION OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS. (D) TO APPROVE THE DISSOLUTION OR MERGER OF THE CORPORATION BY MAJORITY VOTE. (E) TO PROVIDE GENERAL RECOMMENDATIONS FOR OPERATION OF THE CORPORATION TO THE NATIONAL BOARD OF DIRECTORS. (F) TO ADOPT, AMEND, SUPPLEMENT, OR MODIFY THE CORPORATION'S ARTICLES OF INCORPORATION OF THESE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS SHALL HAVE ALL RIGHTS WHICH ARE VESTED IN MEMBERS OF A CORPORATION UNDER THE ILLINOIS GENERAL NOT FOR PROFIT CORPORATION , AS MAY BE AMENDED FROM TIME TO TIME, INCLUDING THE FOLLOWING EXCLUSIVE POWERS: (A) TO ELECT THE CORPORATION'S NATIONAL BOARD OF DIRECTORS AS DESCRIBED MORE FULLY IN ARTICLE III. (B) TO ADOPT AND AMEND STATEMENTS OF MISSION, PHILOSOPHY, OR PURPOSE. (C) TO AUTHORIZE THE LEASE, SALE, EXCHANGE, OR OTHER DISPOSITION OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS. (D) TO APPROVE THE DISSOLUTION OR MERGER OF THE CORPORATION BY MAJORITY VOTE. (E) TO PROVIDE GENERAL RECOMMENDATIONS FOR OPERATION OF THE CORPORATION TO THE NATIONAL BOARD OF DIRECTORS. (F) TO ADOPT, AMEND, SUPPLEMENT, OR MODIFY THE CORPORATION'S ARTICLES OF INCORPORATION OF THESE BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B IF DOLLAR AMOUNTS ARE INVOLVED, IT WILL GO TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BOARD RECIEVES ANNUAL 990 WITH RELATED SCHEDULES AFTER IT IS REVIEWED BY CPA FIRM AND PRIOR TO SUBMITTING TO THE IRS. FORM 990 IS REPORTED ON WEBSITE AND IS AVAILABLE FOR PUBLIC INSPECTION AT THE HOME OFFICE. MEMBERSHIP IS ADVISED OF AVAILABILITY IN THE OFFICIAL QUARTERLY PUBLICATION. CPA FIRM TO SUBMIT ELECTRONICALLY IRS FORM 990. FORM 990, PART VI, SECTION B, LINE 12C SEVEN (7) GOVERNING BOARD MEMBERS AND THREE (3) PART TIME EMPLOYEES COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. IT IS AN AGENDA ITEM AT THE GOVERNING BOARD'S ANNUAL MEETING AND THERE WERE NO EXCEPTIONS TO BE RESOLVED BY THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNING BOARD PRESIDENT DOES NOT DRAW ANY COMPENSATION. THE THREE (3) PART TIME EMPLOYEES SALARIES WERE REVIEWED BY THE BOARD TO BE FOUND REASONABLE AND COMPETITIVE. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 WITHOUT SCHEDULES IS ON WEBSITE AND UPON REQUEST A COMPLETE 990 WITH SCHEDULES IS AVAILABLE FOR PUBLIC INSPECTION AT THE HOME OFFICE IN A PUBLIC INSPECTION BINDER. FORM 990, PART VI, SECTION C, LINE 19 THE WEBSITE CONTAINS THE CORPORATION'S BYLAWS AND SUMMARY OF THE ANNUAL FINANCIAL STATEMENT. UPON REQUEST AT THE HOME OFFICE THERE IS A PUBLIC INSPECTION BINDER CONTAINING BYLAWS, 990 WITH SCHEDULES, AG990-IL, ANNUAL FINANCIAL STATEMENTS AND CONFLICT OF INTEREST STATEMENTS FROM EACH OFFICER AND EMPLOYEE. PART VI, SECTION B, LINE 13 THE WHISTLE BLOWER POLICY HAS BEEN PROVIDED AND APPROVED BY THE GOVERNING BOARD. THE EMPLOYEE HANDBOOK CONTAINS CONFLICT OF INTEREST, WHISTLE BLOWER, NON-HARASSMENT, AFFIRMATIVE ACTION, GRIEVANCE PROCEDURE ETC. PART VII, SECTION A, LINE 4, COLUMN E NATIONAL VP OF OUTREACH RECEIVED $600 COMPENSATION FOR SERVICES AS PROOF READER FOR THE QUARTERLY PUBLICATION ZARJA PART VII, SECTION A, LINE2, COLUMN E NATIONAL TREASURER RECEIVED $6,000 PAID TO GEROTEC, INC FOR SERVICES & EQUIPMENT USED BY NATIONAL TREASURER. ALL DUTIES ARE PERFORMED AT AN OFFSITE LOCATION WHICH INCLUDES OFFICE OVERHEAD, COMPUTERS, PRINTERS, SOFTWARE, TELEPHONE, INTERNET, AND OTHER SUPPORTING EQUIPMENT AND RESOURCES. TREASURER USES QUICKBOOKS SFOTWARE TO PREPARE, ANALYZE, DISTRIBUTE MONTHLY FINANCIAL STAEMENTS. TREASURER PREPARES ALL DISBURSEMENTS, MANAGES MONTHLY PAYROLL, RECORDS DEPOSITS FROM OFFICE DATA MANAGER, SUMMARIZE RECORD TRANSACTIONS FROM 20 ANNUAL BRANCH REPORTS AND RECORD TRANSACTIONS FROM MANAGED INVESTMENTS. TREASURER REVIEWS INSURANCE POLICIES FOR COVERAGE: WORKERS COMPENSATION, PROPERTY & GENERAL LIABILITY AND DIRECTORS AND OFFICERS. TREASURER PREPARES ANNUAL REPORT TO MAINTAIN CORPORATE STATUS IN GOOD STANDING, PREPARES ANNUAL IRS FORM 990 AND STATE OF ILLINOIS FORM AG 990-IL