Form 990 for tax year 2023
Filed by PENNSYLVANIA ACACIA INSURANCE COMPANY LTD.
Totals
- Total revenue
- $327,253
- Total expenses
- $12,279
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $25,000
- Investment income
- $302,253
- Other revenue
- $0
- Total assets, end of year
- $16,438,980
- Total liabilities, end of year
- $545,306
- Net assets or fund balances, end of year
- $15,893,674
- Program services expenses (Part IX)
- -$76,062
- Management and general expenses
- $88,341
- Fundraising expenses
- $0
- Program service expenses (Part III)
- -$76,062
Program services were -619.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
WILLIAM KINGSBURY
PRESIDENT/DIRECTOR
- Total calculated
- $504,321
- From this org
- $0
- From related orgs
- $467,597
- Other
- $36,724
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $467,597 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $16,742 related
- Nontaxable benefits
- $0 + $19,982 related
- Filer's total
- $0 + $504,321 related
-
PAMELA S FORMICA
TREASURER/DIRECTOR
- Total calculated
- $330,560
- From this org
- $0
- From related orgs
- $302,330
- Other
- $28,230
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $302,330 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $15,819 related
- Nontaxable benefits
- $0 + $12,411 related
- Filer's total
- $0 + $330,560 related
-
DEBRA BROCKMAN
VP/DIRECTOR
- Total calculated
- $259,588
- From this org
- $0
- From related orgs
- $231,904
- Other
- $27,684
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $231,904 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,181 related
- Nontaxable benefits
- $0 + $15,503 related
- Filer's total
- $0 + $259,588 related
-
PATRICK SAMPSELL
DIRECTOR
- Total calculated
- $249,898
- From this org
- $0
- From related orgs
- $218,410
- Other
- $31,488
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $218,410 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,506 related
- Nontaxable benefits
- $0 + $19,982 related
- Filer's total
- $0 + $249,898 related
-
ROBERT SNYDER II
CHAIRPERSON/DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 20 related
-
BENJAMIN GOULD
SECRETARY/DIRECTOR (FROM 2023)
- Total calculated
- $0
- Hours/week
- 1
-
STEPHANIE MAPES
SECRETARY/DIRECTOR (TO 2023)
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL MAGLARAS
ASST SECRETARY/DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE CEO OF THE PARENT COMPANY (MASONIC VILLAGES) SERVES AS PRESIDENT OF PENNSYLVANIA ACACIA INSURANCE COMPANY. THE COMPENSATION OF MASONIC VILLAGES' CEO IS BASED UPON COMPENSATION SURVEYS AND IS APPROVED BY THE MASONIC VILLAGES' BOARD OF DIRECTORS.
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
No itemized grants to organizations 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.
-
MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA
501 (C) (3) · HEALTHCARE / CONTINUING CARE RETIREMENT COMMUNITIES · PA
Directly controlled by GRAND LODGE
-
GRAND LODGE OF FREE AND ACCEPTED MASONS OF PENNSYLVANIA
501 (C)(10) · OVERSEE ACTIVITIES OF MASONIC ENTITIES & PROMOTE MASONIC CULTURE · PA
-
GRAND LODGE OF PENNSYLVANIA CHARITY FOUNDATION
501 (C) (3) · DISTRIBUTE CHARITABLE DONATIONS TO QUALIFYING CHARITABLE ORGANIZATIONS · PA
Directly controlled by GRAND LODGE
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
UNRELATED · OPERATE RESTAURANT AND CATERING SERVICES · PA
Directly controlled by MASONIC VILLAGES
-
UNRELATED · CONSULTING, MANAGEMENT AND DEVELOPMENT SERVICES · PA
Directly controlled by MASONIC VILLAGES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441179349301879
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