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← NATIONAL SLOVAK SOCIETY OF THE USA

Form 990 for tax year 2024

Filed by NATIONAL SLOVAK SOCIETY OF THE USA.

Totals

Total revenue
$325,199,717
Total expenses
$317,683,705
Contributions and grants received
$0
Grants paid
$121,818
Program service revenue
$232,544,262
Investment income
$92,655,455
Other revenue
$0
Total assets, end of year
$1,836,093,001
Total liabilities, end of year
$1,737,045,832
Net assets or fund balances, end of year
$99,047,169
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$317,683,705

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PREMIUM INSURANCE & ANNUITIES

    total $231,844,603 · related or exempt $231,844,603

  • 2b · Program service revenue: AMORTIZATION OF IMR

    total $699,659 · related or exempt $699,659

  • 3 · Investment income

    total $91,866,216 · related or exempt $91,866,216

  • 7a · Gross sales of assets other than inventory

    securities $159,362,682

  • 7b · Less cost or other basis and sales expenses

    securities $158,573,443

  • 7c · Gain or loss

    securities $789,239

  • 7d · Net gain or loss

    total $789,239 · related or exempt $789,239

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $121,818

  • 4 · Benefits paid to or for members

    total $269,043,721

  • 5 · Compensation of officers, directors and key employees

    total $1,351,227

  • 7 · Other salaries and wages

    total $2,774,787

  • 8 · Pension plan contributions

    total $273,974

  • 9 · Other employee benefits

    total $731,229

  • 10 · Payroll taxes

    total $252,255

  • 11b · Fees: legal

    total $129,210

  • 11c · Fees: accounting

    total $433,242

  • 11f · Fees: investment management

    total $1,940,386

  • 12 · Advertising and promotion

    total $337,837

  • 13 · Office expenses

    total $519,274

  • 14 · Information technology

    total $3,456,242

  • 17 · Travel

    total $117,161

  • 19 · Conferences, conventions and meetings

    total $23,000

  • 20 · Interest

    total $16,176

  • 22 · Depreciation, depletion and amortization

    total $67,995

  • 23 · Insurance

    total $69,977

  • 24a · Other expenses: INCREASE IN ANNUITY RES

    total $16,647,957

  • 24b · Other expenses: INCREASE IN LIFE RESERV

    total $12,324,043

  • 24c · Other expenses: COMMISSIONS

    total $5,463,125

  • 24d · Other expenses: FRATERNAL-OTHER

    total $730,353

  • 24e · All other expenses

    total $858,716

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,330,764 · end of year $3,743,099

  • 2 · Savings and temporary cash investments

    beginning of year $64,784,571 · end of year $37,515,423

  • 10a · Land, buildings and equipment: cost or other basis

    $3,734,349

  • 10b · Land, buildings and equipment: accumulated depreciation

    $509,735

  • 10c · Land, buildings and equipment, net

    beginning of year $3,292,610 · end of year $3,224,614

  • 11 · Investments: publicly traded securities

    beginning of year $1,585,523,553 · end of year $1,605,240,943

  • 15 · Other assets

    beginning of year $150,113,471 · end of year $186,368,922

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,876,720 · end of year $3,157,000

  • 25 · Other liabilities

    beginning of year $1,708,309,825 · end of year $1,733,888,832

Mission and programs · 2024

Mission

TO PROVIDE OUR FRATERNAL FAMILY MEMBERS' FINANCIAL SECURITY VIA LIFE AND ANNUITY PRODUCTS, WHILE OFFERING CHARITABLE, CULTURAL, SOCIAL, AND EDUCATIONAL OPPORTUNITIES THAT BENEFIT THEM AND THEIR COMMUNITIES.

Activities or mission (Part I)

TO PROVIDE OUR FRATERNAL FAMILY MEMBERS' FINANCIAL SECURITY VIA LIFE INSURANCE AND ANNUITY PRODUCTS, WHILE OFFERING CHARITABLE, CULTURAL, SOCIAL, AND EDUCATIONAL OPPORTUNITIES THAT BENEFIT THEM AND THEIR COMMUNITIES.

  • THE PURPOSE OF THE SOCIETY SHALL BE TO OPERATE FOR THE BENEFIT OF ITS MEMBERS AND THEIR BENEFICIARIES BY PROVIDING CONTRACTUAL BENEFITS TO ITS MEMBERS THROUGH LIFE AND ANNUITY PRODUCTS AND OPERATING FOR ONE OR MORE SOCIAL, INTELLECTUAL, EDUCATIONAL, CHARITABLE, BENEVOLANT, FRATERNAL, OR PATRIOTIC PURPOSES FOR THE BENEFIT OF ITS MEMBERS, WHICH MAY ALSO BE EXTENDED TO OTHERS ACQUAINTED WITH ITS MEMBERS. LIFE INSURANCE ACTIVITIES AND BENEFITS (26,938 CERTIFICATES IN FORCE: $680,006,881 AMOUNT OF INSURANCE IN FORCE).

    Expenses $317,683,705 · Grants $121,818

As filed on the 2024 return.

Listed in Part VII

  • Abigail Gross

    BOARD MEMBER

    Total calculated
    $34,500
    From this org
    $34,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Andrea Garbon

    BOARD MEMBER

    Total calculated
    $30,500
    From this org
    $30,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Andrew Wesnak

    BOARD MEMBER

    Total calculated
    $31,500
    From this org
    $31,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Keith A Kucherawy

    BOARD MEMBER

    Total calculated
    $29,750
    From this org
    $29,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Lauren Fox

    BOARD MEMBER

    Total calculated
    $32,950
    From this org
    $32,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Michael Czarney

    BOARD MEMBER

    Total calculated
    $40,600
    From this org
    $40,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Robert Katricak

    CHAIRMAN OF THE BOARD

    Total calculated
    $77,500
    From this org
    $77,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Susan Ondrejco

    BOARD MEMBER

    Total calculated
    $46,725
    From this org
    $46,725
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Theresa M Zemelman

    BOARD MEMBER

    Total calculated
    $30,350
    From this org
    $30,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • John Payerchinas Of 123124

    SECRETARY-TREASURER/CFO-DESIGNATE

    Total calculated
    $186,097
    From this org
    $166,103
    From related orgs
    $0
    Other
    $19,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,578
    Bonus
    $12,000
    Other
    $22,525
    Deferred
    $19,132
    Nontaxable benefits
    $862
    Filer's total
    $186,097

  • Joseph Stefka Jr

    PRESIDENT/CEO

    Total calculated
    $415,088
    From this org
    $347,189
    From related orgs
    $0
    Other
    $67,899
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $306,088
    Bonus
    $12,500
    Other
    $28,601
    Deferred
    $43,135
    Nontaxable benefits
    $24,764
    Filer's total
    $415,088

  • Linda Strom Thru 123124

    SECRETARY/TREASURER/CFO

    Total calculated
    $395,667
    From this org
    $340,379
    From related orgs
    $0
    Other
    $55,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,862
    Bonus
    $4,167
    Other
    $68,350
    Deferred
    $43,191
    Nontaxable benefits
    $12,097
    Filer's total
    $395,667

  • Donna Tenney

    CONTROLLER

    Total calculated
    $252,732
    From this org
    $208,977
    From related orgs
    $0
    Other
    $43,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,415
    Bonus
    $7,000
    Other
    $58,562
    Deferred
    $23,956
    Nontaxable benefits
    $19,799
    Filer's total
    $252,732

  • Greg Felton

    SALES DIRECTOR

    Total calculated
    $271,248
    From this org
    $229,072
    From related orgs
    $0
    Other
    $42,176
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,223
    Bonus
    $8,000
    Other
    $60,849
    Deferred
    $21,565
    Nontaxable benefits
    $20,611
    Filer's total
    $271,248

  • Jeffrey De Santes

    FIELD DEVELOPMENT MANAGER

    Total calculated
    $280,901
    From this org
    $222,272
    From related orgs
    $0
    Other
    $58,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,901
    Bonus
    $6,500
    Other
    $71,871
    Deferred
    $28,266
    Nontaxable benefits
    $30,363
    Filer's total
    $280,901

  • Joseph Elliott

    HOME OFFICE SALES REPRESENTATIVE

    Total calculated
    $399,377
    From this org
    $337,710
    From related orgs
    $0
    Other
    $61,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $56,719
    Bonus
    $4,000
    Other
    $276,991
    Deferred
    $42,947
    Nontaxable benefits
    $18,720
    Filer's total
    $399,377

  • Lisa Shriver

    MODEL OFFICE MANAGER

    Total calculated
    $235,759
    From this org
    $182,671
    From related orgs
    $0
    Other
    $53,088
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,031
    Bonus
    $6,000
    Other
    $47,640
    Deferred
    $23,230
    Nontaxable benefits
    $29,858
    Filer's total
    $235,759

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202503169349302920

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