2024-11-14T13:37:54-05:00 2023-12-31 231633722 CUNNINGHAM CAREY & PHILLIPS 1077 RYDAL RD STE 200 RYDAL PA 190461713 990 2023-01-01 230368600 ARTISANS ORDER OF MUTUAL PROTECTION ARTI 2157081000 8100 ROOSEVELT BOULEVARD PHILADELPHIA PA 19152 BRYAN C WERNER PRESIDENT/SECRETARY 2157081000 2024-11-14 true true STEPHEN PHILLIPS P00089177 2155727400 2024-11-14 2023 2024-10-15 13:58:12Z BRYAN C WERNER 8100 ROOSEVELT BLVD PHILADELPHIA PA 19152 7552600 false X ARTISANSAOMP.ORG X 1873 PA PROVISION OF LIFE, SICKNESS OR OTHER BENEFITS TO THE MEMBERS OF THE ORDER AND PROVIDING FRATERNAL ACTIVITIES. 83 82 8 0 0 962458 862724 1746524 1896126 169789 171931 2878771 2930781 0 1741094 1900591 393561 391071 0 0 727858 645949 2862513 2937611 16258 -6830 35008178 35343235 31100338 31578052 3907840 3765183 PROVISION OF LIFE, SICKNESS OR OTHER BENEFITS TO THE MEMBERS OF THE ORDER AND PROVIDING FRATERNAL ACTIVITIES. false false 2937611 PROVISION OF LIFE, SICKNESS OR OTHER BENEFITS TO THE MEMBERS OF THE ORDER AND PROVIDING FRATERNAL ACTIVITIES. 2937611 false false false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 48 0 true 8 true false false false false false false false false X 83 82 false false false false false false false true true false true true false true true true true true true true false X ARTISANS ORDER OF MUTUAL PROTECTION 2157081000 8100 ROOSEVENLT BOULEVARD PHILADELPHIA PA 19152 BRYAN C WERNER PRESIDENT/SE 40.00 X 93881 0 0 TOD DAVIES TREASURER 2.00 X X 0 0 0 THOMAS DILAURO DIRECTOR 2.00 X X 0 0 0 PATRICK A ENNIS DIRECTOR 0.00 X 0 0 0 HARRY FLANNAGAN DIRECTOR X 0 0 0 RALPH EUGENE GEARY DIRECTOR X 0 0 0 KATHY SCHNAUFFER DIRECTOR X 0 0 0 DAVID SZAFRAN DIRECTOR X 0 0 0 HELEN SZAFRAN DIRECTOR X 0 0 0 CARLA J WARNER 2ND VICE PRE 2.00 X X 0 0 0 93881 false false false PREMIUM INCOME 524113 862724 862724 862724 1815394 1815394 311455 213960 97495 97495 97495 4488591 4407859 80732 80732 80732 ACTIVITIES - RECEIPTS 524298 56239 56239 SCHOLARSHIP CONTRIBUTIONS 524298 17000 17000 MISCELLANEOUS 1197 1197 74436 2930781 2833286 97495 1900591 93881 217523 17624 35174 26869 9167 104645 4000 2585 26493 81672 15000 26406 60180 FRATERAL EXPENSES 134891 COMPUTER EXPENSE 54890 PHONE AND POSTAGE 24252 COLLECTIONS & BANK CHARGE 20770 80998 2937611 0 0 0 217483 123540 886305 3528059 1612605 1957113 1915454 31890118 31308595 359695 523966 583769 585375 35008178 35343235 110000 164002 30990338 31414050 31100338 31578052 X 3907840 3765183 3907840 3765183 35008178 35343235 X -6830 -135827 X X true true true false 532568 532568 2122965 1182372 940593 851592 413801 437791 20934 16432 4502 1915454 POLICY RESERVES 29583084 INTEREST MAINTENANCE RESERVE 671074 ASSET VALUATION RESERVE 508335 AMOUNTS HELD AS AGENT OR TRUSTEE 498595 POLICY CLAIMS 141458 PREMIUMS RECEIVED IN ADVANCE 11504 31414050 X 2953202 108000 108000 2845202 85579 85579 2930781 2960032 108000 108000 2852032 85579 85579 2937611 SCHEDULE D, PAGE 3, PART X THE ORDER'S TAX FILINGS ARE SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE TAX RETURNS FOR THE YEARS 2020 THROUGH 2023 ARE OPEN FOR EXAMINATION. THE ORDER BELIEVES THEIR RETURNS ARE APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENT - OWNER OCCUPIED PROPERTY 108,000 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENT - OWNER OCCUPIED PROPERTY 108,000 FORM 990 ON DECEMBER 31, 2021 THE ORDER MERGED WITH THE POLISH BENEFICIAL ASSOCIATION (A PENNSYLVANIA DOMICILED FRATERNAL SOCIETY). THE ORDER ASSUMED THE ASSETS AND LIABILITIES OF THE POLISH BENEFICIAL ASSOCIATION AND ACQUIRED APPROXIMATELY 4,500 CERTIFICATES AS A RESULT OF THE MERGER. THE MERGER WAS APPROVED BY THE INSURANCE COMMISSIONER OF THE COMMONWEALTH OF PENNSYLVANIA ON NOVEMBER 23, 2021. FORM 990, PAGE 6, PART VI, LINE 11B THE ORDER'S GENERAL MANAGER REVIEWS THE 990 PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORDER FOLLOWS THE RULES OF THE PA INSURANCE DEPARTMENT FOR CONFLICT OF INTEREST AND MONITORS COMPLIANCE ON AN ANNUAL BASIS. FORM 990, PAGE 6, PART VI, LINE 15A SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A STUDY OF COMPENSATION AND RECOMENDATIONS FROM THE FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A STUDY OF COMPENSATION AND RECOMENDATIONS FROM THE FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 THE ORDER MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT ITS OFFICE. FORM 990, PART XI, LINE 9 CHANGE IN NON-ADMITTED ASSETS 373 CHANGE IN UNREALIZED CAPITAL GAINS (LOSSES) -31,370 CHANGE IN RESERVE VALUATION BASIS -30,000 DECREASE IN ASSET VALUATION RESERVE -74,817 OTHER CHANGES -13 TOTAL -135,827 FORM 990, PART XII THE FINANCIAL STATEMENTS HAVE BEEN PREPARED ON THE BASIS OF ACCOUNTING AND REPORTING PRACTICES PRESCRIBED BY THE INSURANCE DEPARTMENT OF THE COMMONWEALTH OF PENNSYLVANIA. THESE VARY IN SOME RESPECTS FROM GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) FOLLOWED BY BUSINESS ENTERPRISES IN GENERAL IN DETERMINING FINANCIAL POSITION AND RESULTS OF OPERATIONS. THE PENNSYLVANIA INSURANCE DEPARTMENT RECOGNIZES ONLY STATUTORY ACCOUNTING PRACTICES PRESCRIBED OR PERMITTED BY THE STATE OF PENNSYLVANIA FOR DETERMINING AND REPORTING THE FINANCIAL CONDITION AND RESULTS OF OPERATIONS OF A FRATERNAL BENEFIT SOCIETY, FOR DETERMINING ITS SOLVENCY UNDER THE PENNSYLVANIA INSURANCE LAW. THE NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS (NAIC) ACCOUNTING PRACTICES AND PROCEDURES MANUAL, VERSION EFFECTIVE JANUARY 1, 2001, (NAIC SAP) HAS BEEN ADOPTED AS A COMPONENT OF PRESCRIBED OR PERMITTED PRACTICES BY THE STATE OF PENNSYLVANIA.