2026-09-02T12:44:01-05:00 2025-12-31 990 2025-01-01 453860236 SLOVENIAN UNION OF AMERICA INC SLOV 8157271926 431 N CHICAGO STREET JOLIET IL 60432 RICHARD MUTZ TREASURER 8157271926 2026-08-28 2025 RICHARD MUTZ 431 NORTH CHICAGO STREET JOLIET IL 60432 158483 0 X WWW.SLOVENIANUNION.ORG X 2011 IL PROMOTE AND PRESERVE THE LEGACY OF SLOVENIAN-AMERICANS THROUGH EDUCATIONAL AND CULTURAL ACTIVITIES. 7 5 3 220 0 0 70164 63323 36013 43602 17903 17811 7660 4476 131740 129212 6048 6795 0 0 23176 22983 0 0 0 82372 85610 111596 115388 20144 13824 599753 639832 50551 51600 549202 588232 X PROMOTE AND PRESERVE THE LEGACY OF SLOVENIAN-AMERICANS, THROUGH A QUARTERLY PUBLICATION, WEEKLY NEWSLETTER, EDUCATIONAL MUSEUM, SLOVENIAN LANGUAGE CLASSES, COOKBOOK PUBLICATION, WEBSITE COMMUNICATIONS, CULTURAL INTEREST GROUPS, LITERARY AWARDS, BOOK CLUB, DUAL CITIZENSHIP ASSISTANCE AND YOUTH OUTREACH. 0 0 43823 43602 A QUARTERLY MAGAZINE IS PUBLISHED KNOWN AS THE "ZARJA" (THE DAWN). PRINTED 7,253 MAGAZINES WITH AN AVERAGE OF 45 PAGES INCLUDING COVER PAGES, PRINTING COSTS $23,248, POSTAGE & SHIPPING $6,725, TWO PART TIME EMPLOYEES EDITOR AND DESIGNER $10,400 AND TWO PART TIME PROOFREADERS, ONE FOR ENGLISH GRAMMAR $600 AND ONE FOR SLOVENIAN GRAMMAR $400. MAGAZINE CONTAINS REPORTS ON EVENTS AND ACTIVITIES, LIST OF NEW MEMBERS, LIST OF DONORS WITH NAMES AND AMOUNTS, VARIOUS ARTICLES SUBMITTED BY BRANCH MEMBERS ON THEIR ACTIVITIES SUCH AS FOOD RECIPES, FAMILY HISTORY, AND IMMIGRATION. MEMBERSHIP $35 ANNUAL DUES WHICH INCLUDES THE MAGAZINE. 13337 600 623 CULTURAL MUSEUM CONTAINS IMMIGRANT'S ARTIFACTS SUCH AS PHOTOS, BOOKS, DIARIES,CLOTHING, UNIFORMS , TRUNKS, MUSICAL INSTRUMENTS, WORK TOOLS, FURNITURE, ETC. LOCATED ON FIRST FLOOR 1,324 SQ FT, MUSEUM SPACE 729 SQ FT, LIBRARY AND OFFICE 363 SQ FT AND STORAGE REST ROOM 232 SQ FT. LIBRARY HOLDINGS HAVE OVER 900 BOOKS AND SPECIAL COLLECTION FROM A RECOGNIZED SLOVENIAN AMERICAN ARTIST BROGAN GROM (1918 TO 2013). THERE IS A SMALL GIFT SHOP AND MUSEUM IS OPENED BY APPOINTMENT. REAR SIDE OF BUILDING FACES FAMOUS U.S. ROUTE 66 WHICH IS CELEBRATING ITS 100TH ANNIVERSARY IN 2026. SLOVENIAN UNION OF AMERICA PRIOR TO YEAR 2011 WAS FORMERLY KNOWN AS SLOVENIAN WOMEN'S UNIONF OF AMERICA WHICH STARTED IN 1926. 100TH ANNNIVERSARY TO BE CELBRATED JULY 30 TO AUGUST 1, 2026 IN TOWER,MN. 6795 6795 2243 EDUCATION GRANTS $3,600 FOR 6 STUDENTS AT $600 EACH, PROGRAM MANAGED BY THE CULTURAL COMMITTEE OF 4 MEMBERS, CHAIR PERSON IS A BOARD MEMBER AND 3 ARE FROM 3 DIFFERENT BRANCHES. PROGRAM IS ADVERTISED IN THE QUARTERLY PUBLICATION "ZARJA AND ON THE WEBSITE. APPLICATION IS TWO PAGES AND CAN BE EMAILED TO AN EVALUATION TOOL KNOWN AS THE RUBRIC SCORING SHEET. EDUCATION GRANT FUND BALANCE IS $14,116. GRANT BUDGET FOR 2026 IS $5,000.THERE ARE 20 BRANCES IN 9 STATES WITH 2,152 MEMBERS AT YEAR END. BRANCHES CONTRIBUTED $3,195 TO VARIOUS LOCAL SOCIAL SERVICE AGENCIES, FOOD PANTRIES, CHURCHES, AND OTHER 501C(3) ORGANIZATIONS. 63955 1 1 0 0 0 0 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 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 THERESE ROSSE NATIONAL VP OF OUTREACH 20.00 X 0 0 0 BEVERLY KOCHMANN NATIONAL VP OF CULTURE AND 6.00 X 0 0 0 GEORGENE AGNICH NATIONAL VP OF HOME OFFICE 25.00 X 0 0 0 CHRISTINA ECHEVARRIA NATIONAL VP OF MARKETING/F 25.00 X 0 0 0 RICHARD MUTZ NATIONAL TREASURER 22.50 X 10800 0 0 MARY GLAIZE NATIONAL CORRESPONDING & R 20.00 X 0 0 0 10800 0 0 0 0 0 0 0 29559 1831 31933 63323 HERITAGE PUBLICATION-Z 513120 43602 43602 43602 17811 17811 29678 28140 1538 1538 2589 1131 1458 1458 ADVERTISING REVENUE 623990 812 812 GIFT SHOP SALES 459420 357 357 311 311 1480 129212 46540 0 19349 3195 3195 3600 3600 21200 12560 8640 1783 1057 726 5323 1000 4323 1528 1528 5207 5207 51481 31592 19889 1552 1552 16075 9604 6471 90 90 2639 1126 1513 1689 221 1468 ANNUAL AG990-IL TO STAT 15 15 ANNUAL COPORATE REPORT 11 11 115388 63955 51433 0 116211 111368 2865 1734 14861 15695 114204 91463 25018 22741 440798 488294 599753 639832 15271 16836 35280 34764 50551 51600 X 549202 588232 549202 588232 599753 639832 13824 25206 0 X 0 0 0 X 119689 97624 131172 106178 106925 561588 13632 23396 30497 29571 32266 129362 133321 121020 161669 135749 139191 690950 0 0 0 690950 18847 2887 -28373 17904 17811 29076 18847 2887 -28373 17904 17811 29076 1611 3704 1458 5565 1480 13818 153779 127611 134754 159218 158482 733844 0.94150 0.94710 0.03960 0.03220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 4700 4700 51865 51865 0 48286 33836 14450 9353 5762 3591 22741 FORM 990, PART VI, SECTION A, LINE 1A THERE ARE 20 VOTING MEMBER REPRESENTATIVES THAT ELECT THE 7 MEMBER BOARD AT A QUADRENNIAL CONVENTION. FORM 990, PART VI, SECTION A, LINE 6 MEMBER REPRESENTATIVES ELECT THE GOVERNING BODY AT THE QUADRENNIAL CONVENTION. THE NEXT CONVENTION IS JULY 30 TO AUGUST 1, 2026, IN TOWER MN. 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 RECEIVED ANNUAL A BLANK FORM 990 BEFORE FILLING OUT THE FORM IN ADVANCE OF THE BOARD APRIL 2026 MEETING. FORM 990 AND SCHEDULES ARE COMPLETED AND REVIEWED BY CPA FIRM PRIOR TO ELECTRONICALLY FILING TO IRS FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION. 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 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 AMD COMPETITIVE. PART VII, SECTION A, LINE 1, COLUMN D TREASURER (RICK) MAKES ALL MEMBER DUES PAYMENTS OF CHECKS AND ONLINE PAYPAL AND DEPOSITS TO THE BANK ACCOUNT. RICK IS PERFORMING HIS PAID DUTIES ($10,800) AS MEMBERSHIP MANAGER. RICK SENDS A COPY OF HIS DETAIL DEPOSITS TO ACCOUNTANT (BOB) TO BE RECORDED IN QUICKBOOKS. ACCOUNTANT (BOB)MAKES ALL DISBURSEMENTS TO VENDORS AND PAYROLL. BOB REOCONCILES TWO BANK ACCOUNTS, CREDIT CARD STATEMENTS AND RECORDS TRANSACTIONS FROM THE INVESTMENT MANAGER-MERILL LYNCH. THERE ARE 7 CREDIT CARDS USED BY APPROVED MEMBERS, HOWEVER ONLY 2-3 ARE ACTIVE. THERE IS FUNDRAISING BANK ACCOUNT (BOB RECONCILES ONLY) THERE IS ONE MEMBER WHO COLLECTS FUNDS AND DEPOSIT AND ANOTHER MEMBER ISSUES CHECKS.