Civic Intelligence

William Penn Fraternal Association Branch 88

990 • Fiscal year 2022 • EIN 25-0929674

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 20, 2023

Organization ProfileN/A
C/O D Chobody - 1308 St Rt 1028Kittanning, PA 16201

(724) 783-6884

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

54th percentile

0.02x

Higher debt load relative to revenue than 54% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Net Margin

91st percentile

37%

Higher net margin than 91% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)8 • <$500k nonprofits • Source year 2022

Asset Growth

82nd percentile

18%

Faster asset growth than 82% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

2.3%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)8 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$177,190

Up $27,209 (+18%) from 2021

Net Assets

Up

$176,068

Up $27,259 (+18%) from 2021

Liabilities

Down

$1,122

Down $50 (-4.3%) from 2021

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin91st percentile

Revenue

Up

$74,641

Up $1,663 (+2.3%) from 2021

Expenses

Down

$47,382

Down $3,752 (-7.3%) from 2021

Net Income

Up

$27,259

Up $5,415 (+25%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2015: $71,505Liabilities 2015: $1,123Net Assets 2015: $70,3822015Assets 2017: $89,406Liabilities 2017: $1,053Net Assets 2017: $88,3532017Assets 2018: $99,411Liabilities 2018: $1,200Net Assets 2018: $98,2112018Assets 2019: $108,452Net Assets 2019: $108,4522019Assets 2020: $127,742Liabilities 2020: $776Net Assets 2020: $126,9662020Assets 2021: $149,981Liabilities 2021: $1,172Net Assets 2021: $148,8092021Assets 2022: $177,190Liabilities 2022: $1,122Net Assets 2022: $176,0682022Assets 2023: $206,573Liabilities 2023: $1,329Net Assets 2023: $205,2442023Assets 2024: $232,848Liabilities 2024: $1,348Net Assets 2024: $231,5002024

Highlighted filing

2022

Assets$177,190
Liabilities$1,122
Net Assets$176,068
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2015: $40,746Expenses 2015: $38,052Net Income 2015: $2,6942015Revenue 2017: $30,154Expenses 2017: $42,901Net Income 2017: -$12,7472017Revenue 2018: $31,958Expenses 2018: $22,100Net Income 2018: $9,8582018Revenue 2019: $53,871Expenses 2019: $42,187Net Income 2019: $11,6842019Revenue 2020: $47,556Expenses 2020: $29,042Net Income 2020: $18,5142020Revenue 2021: $72,978Expenses 2021: $51,134Net Income 2021: $21,8442021Revenue 2022: $74,641Expenses 2022: $47,382Net Income 2022: $27,2592022Revenue 2023: $84,330Expenses 2023: $55,154Net Income 2023: $29,1762023Revenue 2024: $85,300Expenses 2024: $59,044Net Income 2024: $26,2562024

Highlighted filing

2022

Revenue$74,641
Expenses$47,382
Net Income$27,259
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 20, 2023
Return Version
2022v5.0
Gross Receipts
$104,609
Mission and Program Overview

Mission

Achieving unity of its members in fraternalism, benevolence and charity. This is accomplished through year round activity from members and their families.

FRATERNALISM

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$148,809$126,965▼ $21,844
Cash and Non-Interest-Bearing Accounts$93,056$118,639▲ $25,583
Savings and Temporary Cash Investments$56,925$58,551▲ $1,626
Rtn Earn Endowment Incm Other Fnds-$49,103-
Total Assets$149,981$177,190▲ $27,209
Liabilities
Deferred Revenue$1,172$1,122▼ $50
Total Liabilities$1,172$1,122▼ $50
Net Assets / Fund Balance
Total Net Assets Fund Balance$148,809$176,068▲ $27,259
Total Liabilities and Net Assets / Fund Balance$149,981$177,190▲ $27,209
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Dennis ChobodyPresident
Sandra MikitaAudit Commet
Kathy ChobodyAudit Commit
Samuel MikitaSecretary
Joseph ChobodyTreasurer
Michael ChobodyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$65,000
Program Service Revenue
$0
Investment Income
$1,626
Other Revenue
$8,015
All Other Contributions
$62,338
Change in Net Assets
$27,259

Audited Revenue Reconciliation

Revenue per Audited Statements
$74,641
Total Revenue per Audited Statements
$74,641
Total Revenue per Form 990
$74,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,053
Salaries, Compensation, and Employee Benefits$20,312
Grants and Similar Amounts Paid$1,017
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$19,181--$19,181
Fees for Services Other$13,351--$13,351
Other Expenses$6,665--$6,665
Insurance$2,946--$2,946
Occupancy$1,586--$1,586
Fees for Services Accounting$1,505--$1,505
Payroll Taxes$1,131--$1,131
Grants to Domestic Orgs$1,017--$1,017
Total Functional Expenses$47,382$0$0$47,382

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$47,382
Total Expenses per Audited Statements$47,382
Total Expenses per Form 990$47,382
International Activity

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Direct Expenses$4,908
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
William Penn Association
EIN
25-0929674
Phone
7247836884
Address
C/O D CHOBODY - 1308 ST RT 1028, KITTANNING, PA 16201

Signing Officer

Name
Dennis Chobody
Title
President
Phone
7247836884
Signed
2023-03-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Chobody
Legal Domicile
Pa
Voting Board Members
4
Independent Board Members
4
Employees
2

Preparer

Firm
Marsico Financial Group LLC
Address
1018 PITTSBURGH RD, VALENCIA, PA 16059
Preparer
Vincent J Marsico CPA
Phone
7248983555
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Achieving unity of its members in fraternalism, benevolence and charity.”

Form 990, Part IX, Line 11G

“Donations 7,148 0 0 miscellenous expense 2,299 0 0 social events 2,422 0 0 taxes - misc 1,482 0 0 total 13,351 0 0”

Form 990, Part XI, Line 9

“ROUNDING 0”

Raw XML Appendix293 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATIONS 7,148 0 0 MISCELLENOUS EXPENSE 2,299 0 0 SOCIAL EVENTS 2,422 0 0 TAXES - MISC 1,482 0 0 TOTAL 13,351 0 0
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$177,190
Liabilities
$1,122
Net assets
$176,068
Revenue
$74,641
Expenses
$47,382
Net income
$27,259
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.33$0.01$2.32$0.85$0.59$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.01$2.05$0.84$0.55$0.29
2022Detailed filing. Detailed filing data is available for this year.$1.77$0.01$1.76$0.75$0.47$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.01$1.49$0.73$0.51$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.01$1.27$0.48$0.29$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$1.08$0.54$0.42$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.01$0.98$0.32$0.22$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.01$0.88$0.30$0.43$0.13
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.01$0.70$0.41$0.38$0.03