TY 2023 Form 990EZ

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
DAVID B SURMACZ PRESIDENT	4.00	0
ROBERT KAPFER VICE PRESIDE	4.00	0
DEBRA SURMACZ TREASURER	4.00	0
REGIS SURMACZ FIN. SEC.	4.00	33,636
JOHN JANKOVIK REC. SEC.	4.00	0

(a) Name and title

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC) (if not paid, enter -0-)

(d) Health benefits, contributions to employee benefit plans, and
deferred compensation

(e) Estimated amount
of other compensation

DAVID B SURMACZ

PRESIDENT

4.00

ROBERT KAPFER

VICE PRESIDE

4.00

DEBRA SURMACZ

TREASURER

4.00

REGIS SURMACZ

FIN. SEC.

4.00

33,636

JOHN JANKOVIK

REC. SEC.

4.00

(a) Name and title of each employee

(b) Average
hours per week
devoted to position

(c) Reportable compensation
(Forms W-2/1099-MISC)

(d) Health benefits, contributions to employee benefit plans, and deferred compensation

(e) Estimated amount of other compensation

(a) Name and business address of each independent contractor

(b) Type of service

(c) Compensation

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

POLISH ROMAN CATHOLIC UNION OF
AMERICA 855 UNION OF ST JOHN KANTY

Employer identification number

25-0772683

Return Reference	Explanation
FORM 990-EZ, PART I, LINE 8	MISC INCOME 2,336 INTEREST-CHECKING ACCOUNT 5 TOTAL 2,341
FORM 990-EZ, PART I, LINE 16	EXPENSES TAXES 8,091 EQUIPMENT 3,829 LICENSES 200 OTHER 650 TOTAL 12,770
FORM 990-EZ, PART II, LINE 24	ADVANCES RECEIVABLE 24,784 0 TOTAL 24,784 0
FORM 990-EZ, PART III	THE POLISH ROMAN CATHOLIC UNION OF AMERICA 855 UNION OF ST. JOHN KANTY IS A FRATERNAL BENEFIT SOCIETY THAT PROVIDES HIGH QUALITY INSURANCE AND FINANCIAL PRODUCTS THROUGH THE POLISH ROMAN CATHOLIC UNION OF AMERICA (P.R.C.U.A.), AS WELL AS FRATERNAL ACTIVITIES FOR MEMBERS IN THE POLISH AMERICAN COMMUNITY.
FORM 990-EZ, PART III, LINE 28	THE POLISH ROMAN CATHOLIC UNION OF AMERICA 855 UNION OF ST. JOHN KANTY (ALSO REFERRED TO AS THE UNION OF ST. JOHN KANTY NO. 855) IS A CHARTERED MEMBER OF THE POLISH ROMAN CATHOLIC UNION OF AMERICA (P.R.C.U.A.). THE P.R.C.U.A., WHICH IS A FRATERNAL LIFE INSURANCE COMPANY, PROVIDES HIGH QUALITY INSURANCE AND RETIREMENT PRODUCTS TO ITS MEMBERS. TO BE A REGULAR MEMBER OF THE P.R.C.U.A. AND OUR LOCAL LODGE, THE MEMBER MUST ENROLL IN A LIFE INSURANCE POLICY THROUGH THE P.R.C.U.A. NATIONAL OFFICE. INDIVIDUAL P.R.C.U.A. MEMBERS MAY PURCHASE LIFE, SICK, ACCIDENT, OR OTHER BENEFITS DIRECTLY THROUGH THE P.R.C.U.A. IN THE PAST, MEMBERS SIGNED UP THROUGH OUR LOCAL LODGE AND THE DUES AND MEMBERSHIPS WERE PASSED ON TO THE P.R.C.U.A. PRESENTLY, ALL MEMBERS OF OUR LODGE PAY THEIR ANNUAL INSURANCE DUES DIRECTLY TO THE P.R.C.U.A. NOT THROUGH OUR LOCAL LODGE. THE UNION OF ST. JOHN KANTY NO. 855 LOCAL LODGE STILL MAINTAINS ITS TIES TO THE P.R.C.U.A. NATIONAL. OUR LOCAL LODGE STILL CONDUCTS MEETINGS AND ELECTS OFFICERS FOLLOWING THE GUIDELINES OF THE CONSTITUTION AND BY-LAWS OF THE POLISH ROMAN CATHOLIC UNION OF AMERICA. THE UNION OF ST. JOHN KANTY NO. 855 ALSO PROVIDES FRATERNAL ACTIVITIES FOR THE BENEFIT OF THE MEMBERS. MEMBERS OF OUR LODGE CAN ATTEND NATIONAL FRATERNAL EVENTS, SPORTING TOURNAMENTS, AND OTHER FUNCTIONS SPONSORED BY THE P.R.C.U.A. OUR LOCAL LODGE CAN ALSO ELECT DELEGATES TO ATTEND THE P.R.C.U.A. NATIONAL CONVENTION ONCE EVERY FOUR YEARS WHERE POLICIES ARE VOTED ON AND NATIONAL OFFICERS ARE ELECTED.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Contributions, gifts, grants, and similar amounts received ....................	1
2	Program service revenue including government fees and contracts ................	2
3	Membership dues and assessments .............................	3	2,047
4	Investment income ....................................	4
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000) List of Attached Documents: // Content	6a	43,836
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) List of Attached Documents: // Content ..	6b	40,595
c	Less: direct expenses from gaming and fundraising events ...	6c	21,861
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d	62,570
7a	Gross sales of inventory, less returns and allowances ......	7a	102,358
b	Less: cost of goods sold .............	7b	56,041
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c	46,317
8	Other revenue (describe in Schedule O) ....................	8	2,341
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	113,275

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11	6,878
12	Salaries, other compensation, and employee benefits ................	12	67,553
13	Professional fees and other payments to independent contractors ............	13	822
14	Occupancy, rent, utilities, and maintenance ...................	14	26,155
15	Printing, publications, postage, and shipping ...................	15	786
16	Other expenses (describe in Schedule O) ...................	16	12,770
17	Total expenses. Add lines 10 through 16 .................	17	114,964

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	-1,689
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	63,662
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	61,973

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? THE POLISH ROMAN CATHOLIC UNION OF AMERICA 855 UNION OF ST. JOHN KANTY IS A FRATERNAL BENEFIT SOCIETY THAT PROVIDES HIGH QUALITY INSURANCE AND FINANCIAL PRODUCTS THROUGH THE POLISH ROMAN CATHOLIC UNION OF AMERICA (P.R.C.U.A.), AS WELL AS FRATERNAL ACTIVITIES FOR MEMBERS IN THE POLISH AMERICAN COMMUNITY.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 THE POLISH ROMAN CATHOLIC UNION OF AMERICA 855 UNION OF ST. JOHN KANTY (ALSO REFERRED TO AS THE UNION OF ST. JOHN KANTY NO. 855) IS A CHARTERED MEMBER OF THE POLISH ROMAN CATHOLIC UNION OF AMERICA (P.R.C.U.A.). THE P.R.C.U.A., WHICH IS A FRATERNAL LIFE INSURANCE COMPANY, PROVIDES HIGH QUALITY INSURANCE AND RETIREMENT PRODUCTS TO ITS MEMBERS. TO BE A REGULAR MEMBER OF THE P.R.C.U.A. AND OUR LOCAL LODGE, THE MEMBER MUST ENROLL IN A LIFE INSURANCE POLICY THROUGH THE P.R.C.U.A. NATIONAL OFFICE. INDIVIDUAL P.R.C.U.A. MEMBERS MAY PURCHASE LIFE, SICK, ACCIDENT, OR OTHER BENEFITS DIRECTLY THROUGH THE P.R.C.U.A. IN THE PAST, MEMBERS SIGNED UP THROUGH OUR LOCAL LODGE AND THE DUES AND MEMBERSHIPS WERE PASSED ON TO THE P.R.C.U.A. PRESENTLY, ALL MEMBERS OF OUR LODGE PAY THEIR ANNUAL INSURANCE DUES DIRECTLY TO THE P.R.C.U.A. NOT THROUGH OUR LOCAL LODGE. THE UNION OF ST. JOHN KANTY NO. 855 LOCAL LODGE STILL MAINTAINS ITS TIES TO THE P.R.C.U.A. NATIONAL. OUR LOCAL LODGE STILL CONDUCTS MEETINGS AND ELECTS OFFICERS FOLLOWING THE GUIDELINES OF THE CONSTITUTION AND BY-LAWS OF THE POLISH ROMAN CATHOLIC UNION OF AMERICA. THE UNION OF ST. JOHN KANTY NO. 855 ALSO PROVIDES FRATERNAL ACTIVITIES FOR THE BENEFIT OF THE MEMBERS. MEMBERS OF OUR LODGE CAN ATTEND NATIONAL FRATERNAL EVENTS, SPORTING TOURNAMENTS, AND OTHER FUNCTIONS SPONSORED BY THE P.R.C.U.A. OUR LOCAL LODGE CAN ALSO ELECT DELEGATES TO ATTEND THE P.R.C.U.A. NATIONAL CONVENTION ONCE EVERY FOUR YEARS WHERE POLICIES ARE VOTED ON AND NATIONAL OFFICERS ARE ELECTED. (Grants $ ) If this amount includes foreign grants, check here ...		28a
29 (Grants $ ) If this amount includes foreign grants, check here ...		29a
30 (Grants $ ) If this amount includes foreign grants, check here ...		30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32

Sign Here

	Signature of officer	Date

	Type or print name and title

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










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