Civic Intelligence

First Windish Fraternal Benefit Society of America

990 • Fiscal year 2020 • EIN 24-0579422

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 19, 2021

Organization ProfileN/A
PO Box 189Bethlehem, PA 18016

(610) 867-7822

Siviq Scores

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

Liabilities / Assets

66th percentile

0.23x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

7.63x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

17th percentile

-27%

Higher net margin than 17% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

34th percentile

$10,500

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

$6,434,491

No earlier filing loaded for comparison.

Net Assets

$4,939,941

No earlier filing loaded for comparison.

Liabilities

$1,494,550

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin17th percentile

Revenue

$195,842

No earlier filing loaded for comparison.

Expenses

$249,034

No earlier filing loaded for comparison.

Net Income

-$53,192

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,434,491Liabilities 2020: $1,494,550Net Assets 2020: $4,939,9412020Assets 2021: $6,370,304Liabilities 2021: $1,487,065Net Assets 2021: $4,883,2392021Assets 2022: $6,262,877Liabilities 2022: $1,467,078Net Assets 2022: $4,795,7992022Assets 2023: $6,293,220Liabilities 2023: $1,519,667Net Assets 2023: $4,773,5532023Assets 2024: $6,297,779Liabilities 2024: $1,509,427Net Assets 2024: $4,788,3522024Assets 2025: $6,334,647Liabilities 2025: $1,480,654Net Assets 2025: $4,853,9932025

Highlighted filing

2020

Assets$6,434,491
Liabilities$1,494,550
Net Assets$4,939,941
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2020: $195,842Expenses 2020: $249,034Net Income 2020: -$53,1922020Revenue 2021: $160,127Expenses 2021: $219,968Net Income 2021: -$59,8412021Revenue 2022: $140,844Expenses 2022: $249,618Net Income 2022: -$108,7742022Revenue 2023: $238,668Expenses 2023: $220,296Net Income 2023: $18,3722023Revenue 2024: $263,063Expenses 2024: $274,803Net Income 2024: -$11,7402024Revenue 2025: $273,791Expenses 2025: $229,433Net Income 2025: $44,3582025

Highlighted filing

2020

Revenue$195,842
Expenses$249,034
Net Income-$53,192
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 19, 2021
Return Version
2020v4.0
Gross Receipts
$195,842
Mission and Program Overview

Mission

Provide members with a source to obtain life insurance and mortgages along with the opportunity to explore common heritage, ancestry and customs in a social setting.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$4,249,737$3,432,492▼ $817,245
Savings and Temporary Cash Investments$2,092,736$2,855,465▲ $762,729
Land, Buildings, and Equipment, Net$149,373$144,893▼ $4,480
Prepaid Expenses and Deferred Charges$880$861▼ $19
Accounts Receivable$439$480▲ $41
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$6,493,465$6,434,491▼ $58,974
Liabilities
Other Liabilities$1,427,482$1,442,118▲ $14,636
Accounts Payable and Accrued Expenses$36,322$33,103▼ $3,219
Deferred Revenue$21,896$19,329▼ $2,567
Total Liabilities$1,485,700$1,494,550▲ $8,850
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,007,765$4,939,941▼ $67,824
Total Net Assets Fund Balance$5,007,765$4,939,941▼ $67,824
Total Liabilities and Net Assets / Fund Balance$6,493,465$6,434,491▼ $58,974

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$129,714$31,953$161,667
Land$15,000-$15,000
Equipment$179$6,142$6,321
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Thomas DonchezPresident-$10,500$10,500
James HolzingerVPPT$9,200$9,200
Joel SerfassControllerPT$9,200$9,200
Frank MartinAuditor-$4,800$4,800
Robert LipskySecretary-$4,800$4,800
Al RuizDirector-$2,200$2,200
Dennis AranyosDirector-$2,200$2,200
Kevin HarwickDirector-$2,200$2,200
Lawrence BreinerDirector-$2,200$2,200
Michael DonchezDirector-$2,200$2,200
Paul HarakDirector-$2,200$2,200
Robert PriceDirector-$2,200$2,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,428
Investment Income
$171,694
Other Revenue
$720
Change in Net Assets
$-53,192
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$141,702
Salaries, Compensation, and Employee Benefits$81,089
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$75,500
Benefits to Members---$26,243
Fees for Services Accounting---$13,745
All Other Expenses---$8,732
Office Expenses---$6,768
Payroll Taxes---$5,589
Other Expenses---$4,841
Depreciation Depletion---$4,482
Fees for Services Management---$2,789
Fees for Services Legal---$2,403
Travel---$200
Total Functional Expenses$0$0$0$249,034
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Actuarial Reserves$1,442,118
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
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
First Windish Fraternal Benefit
EIN
24-0579422
Phone
6108677822
Address
PO BOX 189, BETHLEHEM, PA 18016

Signing Officer

Name
James Holzinger
Title
VP
Phone
6108677822
Signed
2021-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Holzinger
Formed
1912
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
7

Preparer

Firm
Serfass & Cremia LLC
Address
1414 MILLARD STREET, BETHLEHEM, PA 18018-2632
Preparer
Thomas Cremia
Phone
6106912500
Supplemental Narrative

Additional Explanations

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

“Expenses directly related to exempt purpose.”

Form 990, Part XI, Line 9

“Book / tax depreciation difference -5 change in actuarial reserves -14,636 rounding 9 total -14,632”

Raw XML Appendix352 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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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06493465
IRS990/TotalAssetsEOYAmt06434491
IRS990/TotalAssetsGrp/BOYAmt06493465
IRS990/TotalAssetsGrp/EOYAmt06434491
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0249034
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01485700
IRS990/TotalLiabilitiesEOYAmt01494550
IRS990/TotalLiabilitiesGrp/BOYAmt01485700
IRS990/TotalLiabilitiesGrp/EOYAmt01494550
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05007765
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04939941
IRS990/TotalProgramServiceRevenueAmt023428
IRS990/TotalReportableCompFromOrgAmt053900
IRS990/TotalRevenueGrp/ExclusionAmt0171694
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt024148
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0195842
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06493465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06434491
IRS990/TravelGrp/TotalAmt0200
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01216 LINDEN STREET
IRS990/USAddress/CityNm0BETHLEHEM
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018018
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HOLZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum06108677822
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-19
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SERFASS & CREMIA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01414 MILLARD STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0180182632
ReturnHeader/PreparerPersonGrp/PhoneNum06106912500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CREMIA
ReturnHeader/ReturnTs02021-02-25T09:50:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLZINGER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,434,491
Liabilities
$1,494,550
Net assets
$4,939,941
Revenue
$195,842
Expenses
$249,034
Net income
-$53,192
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.33$1.48$4.85$0.27$0.23$0.04
2024Detailed filing. Detailed filing data is available for this year.$6.30$1.51$4.79$0.26$0.27$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.29$1.52$4.77$0.24$0.22$0.02
2022Detailed filing. Detailed filing data is available for this year.$6.26$1.47$4.80$0.14$0.25$0.11
2021Detailed filing. Detailed filing data is available for this year.$6.37$1.49$4.88$0.16$0.22$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.43$1.49$4.94$0.20$0.25$0.05