NATIONAL SLOVAK SOCIETY OF THE USA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL SLOVAK SOCIETY OF THE USA (EIN 25-0687190)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201603169349302140
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T11:22:41-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251899885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REDDINGER WILL GALLAGHER & DICKERT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 COCHRAN ROAD MANOR OAK II ST | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152201203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250687190 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL SLOVAK SOCIETY OF THE USA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 7247310094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 VALLEY BROOK ROAD | AddressLine1Txt |
| City | MCMURRAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 153173337 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA M STROM | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7247310094 | PhoneNum |
| Signature | 2016-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M DICKERT | PreparerPersonNm |
| PTIN | P00003048 | PTIN |
| Phone | 4125712900 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NSS LIFE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID G BLAZEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 VALLEY BROOK ROAD | AddressLine1Txt |
| City | MCMURRAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $195,234,167 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NSSLIFE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $111,728,468 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $152,299,739 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,992,885 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,869,928 | CYInvestmentIncomeAmt |
| PY Other Revenue | $78,500 | PYOtherRevenueAmt |
| CY Other Revenue | $64,500 | CYOtherRevenueAmt |
| PY Total Revenue | $150,799,853 | PYTotalRevenueAmt |
| CY Total Revenue | $195,234,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $66,640 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $69,842 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $70,861,115 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $87,833,049 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,230,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,509,483 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $70,109,134 | PYOtherExpensesAmt |
| CY Other Expenses | $95,736,070 | CYOtherExpensesAmt |
| PY Total Expenses | $143,267,375 | PYTotalExpensesAmt |
| CY Total Expenses | $186,148,444 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,532,478 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,085,723 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $801,926,321 | TotalAssetsBOYAmt |
| Total Assets EOY | $907,047,901 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $773,707,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $870,889,890 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,218,630 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,158,011 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | 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. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 5896 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA M STROM | PersonNm |
| Phone | 8004881890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 VALLEY BROOK ROAD | AddressLine1Txt |
| City | MCMURRAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 153173337 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JOSEPH STEFKA JR | |||||||
| BOARD MEMBER | 8.00 | Yes (X) | $50,017 | $0 | $0 | ||
| ROBERT KATRICAK | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $22,900 | $0 | $0 | ||
| SUSAN ONDREJCO | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $20,485 | $0 | $0 | ||
| KEITH GODOR | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $18,300 | $0 | $0 | ||
| ANDREW WESNAK | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $18,200 | $0 | $0 | ||
| MICHAEL CZARNEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $16,850 | $0 | $0 | ||
| ANDREA GARBON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $16,650 | $0 | $0 | ||
| ABIGAIL GROSS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $15,800 | $0 | $0 | ||
| ALAN BURNS | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $15,650 | $0 | $0 | ||
| DAVID G BLAZEK | |||||||
| PRESIDENT | 40.00 | $267,299 | $0 | $46,192 | Yes (X) | ||
| LINDA M STROM | |||||||
| SECRETARY/TR | 40.00 | $206,001 | $0 | $39,403 | Yes (X) | ||
| JOSEPH ELLIOTT | |||||||
| HOME OFFICE | 40.00 | $162,617 | $0 | $33,595 | Yes (X) | ||
| GREG FELTON | |||||||
| SALES DIRECT | 40.00 | $110,633 | $0 | $20,515 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $941,402 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $139,705 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AQS ASSET MANAGEMENT | |||||
| 5806 MESA DRIVE SUITE 220 | AUSTIN | TX | 78731 | ASSET MANAGER | $590,031 |
| SCOTT WYATT | |||||
| 5712 CRESTVIEW DR | LADY LAKE | FL | 32159 | SALES COMM. | $336,746 |
| EXL SERVICE TECHNOLOGY SOLUTIONS INC | |||||
| 280 PARK AVENUE 38TH FLOOR | NEW YORK | NY | 10017 | IT SERVICES | $303,588 |
| UPMC | |||||
| PO BOX 371842 | PITTSBURGH | PA | 15250 | HEALTH INSUR. | $225,645 |
| SLAVIA PRINTING | |||||
| 157 MCNEILLY ROAD | PITTSBURGH | PA | 15226 | PRINTING VENDOR | $169,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREMIUM INSURANCE & ANNUITIES | Desc |
| Business | 524113 | BusinessCd |
| Total Revenue Column | $152,299,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,299,739 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $152,299,739 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,869,928 | TotalRevenueColumnAmt |
| Exclusion | $42,869,928 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,500 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,500 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,500 | TotalRevenueColumnAmt |
| Exclusion | $64,500 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $195,234,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,299,739 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $42,934,428 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,842 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,833,049 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,152 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,091,672 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,596 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,433 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,630 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,363 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,774 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,416 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,013 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,014 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,956 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,500 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,374 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,355 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,286 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INC IN ANNUITY RESERVES | $85,085,500 |
| COMMISSIONS | $4,044,199 |
| INC IN LIFE RESERVES | $3,688,000 |
| FRATERNAL-OTHER | $316,954 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,366 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,148,444 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,096,215 | BOYAmt |
| EOY | $2,465,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,402,381 | BOYAmt |
| EOY | $9,801,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,211,923 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $466,894 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,384 | BOYAmt |
| EOY | $745,029 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $764,153,536 | BOYAmt |
| EOY | $873,488,576 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,507,805 | BOYAmt |
| EOY | $20,547,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,926,321 | BOYAmt |
| EOY | $907,047,901 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,620,400 | BOYAmt |
| EOY | $1,707,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $772,087,291 | BOYAmt |
| EOY | $869,182,890 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $773,707,691 | BOYAmt |
| EOY | $870,889,890 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,218,630 | BOYAmt |
| EOY | $36,158,011 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,218,630 | BOYAmt |
| EOY | $36,158,011 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $801,926,321 | BOYAmt |
| EOY | $907,047,901 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,085,723 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$143,256 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,003,086 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,000 | OtherCostOrOtherBasisAmt |
| Book Value | $62,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,665 | OtherCostOrOtherBasisAmt |
| Depreciation | $245,636 | DepreciationAmt |
| Book Value | $683,029 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $221,258 | OtherCostOrOtherBasisAmt |
| Depreciation | $221,258 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $745,029 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| AGGREGATE LIFE & ANNUITY RESERVES | $810,989,000 |
| DEPOSIT TYPE CONTRACTS | $48,359,100 |
| INTEREST MAINTENANCE RESERVE | $4,795,733 |
| ASSET VALUATION RESERVE | $4,366,800 |
| REFUNDS DUE AND UNPAID | $385,000 |
| LIFE CONTRACT CLAIMS | $250,000 |
| AMOUNTS RETAINED BY SOCIETY | $37,257 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $869,182,890 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $194,204,550 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $194,204,550 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,029,617 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,029,617 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $195,234,167 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $185,118,827 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $185,118,827 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,029,617 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,029,617 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $186,148,444 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PVR SCHOLARSHIP FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 351 VALLEY BROOK ROAD | AddressLine1Txt |
| City | MCMURRAY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 153173337 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 562306640 | RecipientEIN |
| IRC Section | 3 | IRCSectionDesc |
| Cash Grant | $69,842 | CashGrantAmt |
| Valuation Method Used | CASH | ValuationMethodUsedDesc |
| Purpose Of Grant | SCHOLARSHIPS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE PVR SCHOLARSHP FUND AWARDS SCHOLARSHIPS TO INDIVIDUALS THAT ARE MEMBERS OF THE NATIONAL SLOVAK SOCIETY TO HELP DEFRAY THE COSTS OF POST SECONDARY EDUCATION. THE NATIONAL SLOVAK SOCIETY REVIEWS ALL APPLICATIONS TO ENSURE THAT THE APPLICANTS MEET THE REQUIREMENTS BEFORE THE SCHOLARSHIPS ARE PAID BY THE PVR SCHOLARSHIP FUND. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|
| DAVID G BLAZEK | ||||||
| PRESIDENT | $204,192 | $10,000 | $53,107 | $46,192 | $11,141 | $313,491 |
| LINDA M STROM | ||||||
| SECRETARY/TREASURER | $173,906 | $10,000 | $22,095 | $39,403 | $10,945 | $245,404 |
| JOSEPH ELLIOTT | ||||||
| HOME OFFICE SALES | $38,400 | $124,217 | $33,595 | $22,136 | $196,212 | |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Business Name Line2NameOfInterested/BusinessName/BusinessNameLine2Txt | Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|---|
| SLAVIA PRINTING | ||||
| SLAVIA PRINTING | EXTENDED FAMILY | $169,993 | PRINTING VENDOR | false |
| FRANCIS A BLAZEK | ||||
| SPOUSE | $65,520 | EMPLOYEE WAGES | false | |
| ERIC RIEPLOLE | ||||
| EXTENDED FAMILY | $30,520 | EMPLOYEE WAGES | false | |
| RYAN STROM | ||||
| SON | $36,520 | EMPLOYEE WAGES | false | |
| WILLIAM KNOLL | ||||
| FORMER DIRECTOR | $22,000 | SALES COMMISSION | false | |
| DEAN BURNS | ||||
| FORMER DIRECTOR | $15,000 | SALES COMMISSION | false | |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | ROBERT KATRICAK MICHAEL CZARNEY BOARD MEMBER BOARD MEMBER UNCLE/NEPHEW |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE NATIONAL SLOVAK SOCIETY OF THE USA IS ORGANIZED WITH MEMBERS OF THE SOCIETY |
| FORM 990, PAGE 6, PART VI, LINE 7A | EACH BRANCH IS ENTITLED TO (1) DELEGATE FOR EVERY GROUP OF (50) ADULT MEMBERS AT THE QUADRENNIAL CONVENTION TO ELECT THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE DELEGATES APPROVE ANY PROPOSED BYLAW CHANGES AT THE QUADRENNIAL CONVENTION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE IRS FORM 990 IS REVIEWED BY THE CHAIRMAN OF THE AUDIT COMMITTEE FOR REVIEW AND APPROVAL BEFORE IT IS ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE. THE IRS FORM 990 IS ALSO PROVIDED TO EACH CURRENT BOARD MEMBER FOR THEIR REVIEW. EACH CURRENT BOARD MEMBER WILL SIGN A FORM INDICATING THAT THEY HAVE REVIEWED THE IRS FORM 990 AND THAT THEY NOTED NO CHANGES THAT NEED TO BE MADE TO THE IRS FORM 990 THAT WAS FILED WITH THE INTERNAL REVENUE SERVICE. IF CHANGES WERE SUGGESTED BY THE CURRENT BOARD MEMBERS AN AMENDED IRS FORM 990 WILL BE FILED WITH THE INTERNAL REVENUE SERVICE IF DEEMED NECESSARY. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE SOCIETY REQUIRES ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES TO SIGN A FORMAL CONFLICT OF INTEREST POLICY. THE AUDIT COMMITTEE REVIEWS THE CONFLICT OF INTEREST STATEMENTS ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | SALARY FOR THE EXECUTIVE OFFICERS ARE SET ANNUALLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 15B | SALARY, WAGES AND COMPENSATION FOR THE EXECUTIVE OFFICERS ARE ANALYZED AND REVIEWED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE'S RECOMMENDATIONS ARE PRESENTED TO THE FULL BOARD OF DIRECTORS. THE FULL BOARD OF DIRECTORS THEN APPROVES THE FINAL SALARY, WAGES AND COMPENSATION OF THE EXECUTIVE OFFICERS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST, THE SOCIETY WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE SOCIETY'S OFFICE. |
| FORM 990, PART XI, LINE 9 | CHANGE IN ASSET VALUATION RESERVE -814,800 CHANGE IN NON ADMITTED ASSETS -188,275 ROUNDING -11 TOTAL -1,003,086 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PVR SCHOLARSHIP FUND | ||||||||||
| 351 VALLEY BROOK RD | MCMURRAY | PA | 15317 | 562306640 | SCHOLARSHI | PA | 501C3 | PF | NATIONAL S | false |
| NSS HERITAGE MUSEUM | ||||||||||
| 351 VALLEY BROOK RD | MCMURRAY | PA | 15317 | 263648517 | MUSEUM | PA | 501C3 | 9 | NATIONAL S | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PVR SCHOLARSHIP FUND | ||
| B | $69,842 | CASH |
| NSS HERITAGE MUSEUM | ||
| B | CASH | |
| PVR SCHOLARSHIP FUND | ||
| N | $2,500 | FAIR MARKET VALUE |
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