POLISH BENEFICIAL ASSOCIATION Charity Report

Tax-exempt status may be revoked

POLISH BENEFICIAL ASSOCIATION

EIN 23-0981362 · Student Sororities & Fraternities (B83)

What they do

BESIDES BEING A FRATERNAL LIFE INSURANCE ASSOCIATION THE ORGANIZATION TAKES PART IN CIVIC, PATRIOTIC, CHARITABLE and RELIGIOUS and CHURCH ACTIVITIES. MEMBERS HAVE MANY FRATERNAL BENEFITS SUCH AS BEING ABLE to OBTAIN A HOME LOAN MORTGAGE to PURCHASE A HOME; STUDENTS MAY OBTAIN TUITION AID for COLLEGE and TECHNICAL SCHOOLS; MEMBERS CAN OBTAIN LOANS ON THEIR POLICIES. OVER THE MANY YEARS POLISH BENEFICIAL ASSOCIATION HAS GREATLY EXPANDED THEIR ACTIVITIES for MEMBERS and OFFER ACTIVITIES SUCH AS CHILDRENS POLISH FOLK DANCE LESSONS, POLISH LANGUAGE COURSES, CHILDRENS CHRISTMAS PARTIES, POLKA DANCE LESSONS, CHILDRENS POLISH GLEE CLUB, EASTER EGG HUNT for CHILDREN, VARIOUS TRIPS and OUTINGS.

Before you give

Should I give to this charity?

Easy charity check

Stop and check first

This record may have an IRS status problem. Do not give until you verify it.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkThere may be a problem with its nonprofit status. Check before giving.

Money report from 2021The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders12 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

115.20%of revenue went to mission work100.0% of expenses · Program services

$115.20spent for every $100 of revenueSpending was higher than revenue this year.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $335,995 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $55,765 for ELIZABETH WAGNER (SECRETARY). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2021

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,210,610

Mission workProgram services$2,546,605115.20% of revenue100.0% of expenses

ManagementOffice and general costs0.00% of revenue0.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$2,546,605115.20% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2021CurrentExpense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 115.20% of revenue

2020Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 107.96% of revenue

2019Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 107.10% of revenue

Money in and money out

Revenue$2,210,610

Expenses$2,546,605

Annual shortfall $335,995 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,546,605 · 100.0% of expenses

See all reported dollar amounts

Revenue$2,210,610

Expenses$2,546,605

Mission work (program services)$2,546,605

Stocks and bonds$17,297,860

Accounting fees$15,759

People

Leadership and board

Tax year 2021

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ELIZABETH WAGNERSECRETARY · 40 hrs/week $55,765

PHYLLIS ROONEYTREASURER · 40 hrs/week $53,695

SAMUEL SBRACCIAPRESIDENT · 20 hrs/week $20,331

JOHN J JAKUBOWSKISOLICITOR · 1 hrs/week $5,235

DR JOAN LAMBERTMEDICAL EXAM · 1 hrs/week $5,214

ANGELINA WAGNERDIRECTOR · 1 hrs/week $4,000

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (12)

ELIZABETH WAGNERSECRETARY

PHYLLIS ROONEYTREASURER

SAMUEL SBRACCIAPRESIDENT

JOHN J JAKUBOWSKISOLICITOR

DR JOAN LAMBERTMEDICAL EXAM

ANGELINA WAGNERDIRECTOR

BRYAN WERNERGENERAL MANA

JOSEPH JANEKOWSKIDIRECTOR

JOSEPH ZINGARODIRECTOR

MARIANNE STONEDIRECTOR

WALTER DREJERSKIDIRECTOR

WALTER GASIEWSKIDIRECTOR

About this charity

Recognized since: November 1971
Location: 2595 ORTHODOX STREET, PHILADELPHIA, PA 19137
County: Philadelphia
In care of: BRYAN WERNER
Primary officer: BRYAN WERNER, GENERAL MANAGER

How to reach them

WebsiteVisit the charity’s website Phone(215) 535-2626 Officer phone(215) 708-1000

Filing and classification

Latest tax year: 2021
Tax period began: January 1, 2021
Return type: 990
Tax preparer: CUNNINGHAM CAREY & PHILLIPS
NTEE classification: Student Sororities & Fraternities (B83)
IRS tax category: Student Sororities & Fraternities
Revocation date: May 15, 2025