Civic Intelligence

First Windish Fraternal Benefit Society of America

990 • Fiscal year 2021 • EIN 24-0579422

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 23, 2022

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

70th percentile

0.23x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

97th percentile

9.29x

Higher debt load relative to revenue than 97% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

9th percentile

-37%

Higher net margin than 9% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$10,500

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

14th percentile

-18%

Faster revenue growth than 14% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$6,370,304

Down $64,187 (-1.0%) from 2020

Net Assets

Down

$4,883,239

Down $56,702 (-1.1%) from 2020

Liabilities

Down

$1,487,065

Down $7,485 (-0.5%) from 2020

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin9th percentile

Revenue

Down

$160,127

Down $35,715 (-18%) from 2020

Expenses

Down

$219,968

Down $29,066 (-12%) from 2020

Net Income

Down

-$59,841

Down $6,649 (-13%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

2021

Assets$6,370,304
Liabilities$1,487,065
Net Assets$4,883,239
Open 2021 Filing

Operations Trend

Revenue Growth14th percentile

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

2021

Revenue$160,127
Expenses$219,968
Net Income-$59,841
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 23, 2022
Return Version
2021v4.0
Gross Receipts
$160,127
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
Savings and Temporary Cash Investments$2,855,465$3,363,813▲ $508,348
Other Notes and Loans Receivable, Net$3,432,492$2,862,578▼ $569,914
Land, Buildings, and Equipment, Net$144,893$142,101▼ $2,792
Prepaid Expenses and Deferred Charges$861$886▲ $25
Accounts Receivable$480$626▲ $146
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Total Assets$6,434,491$6,370,304▼ $64,187
Liabilities
Other Liabilities$1,442,118$1,438,977▼ $3,141
Accounts Payable and Accrued Expenses$33,103$30,664▼ $2,439
Deferred Revenue$19,329$17,424▼ $1,905
Total Liabilities$1,494,550$1,487,065▼ $7,485
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,939,941$4,883,239▼ $56,702
Total Net Assets Fund Balance$4,939,941$4,883,239▼ $56,702
Total Liabilities and Net Assets / Fund Balance$6,434,491$6,370,304▼ $64,187

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$125,568$36,099$161,667
Land$15,000-$15,000
Equipment$1,533$6,545$8,078
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Thomas DonchezDirector-$10,500$10,500
James HolzingerPresidentPT$9,200$9,200
Joel SerfassControllerPT$9,200$9,200
Robert LipskySecretary-$4,800$4,800
Lawrence BreinerAuditor-$3,500$3,500
Frank MartinAuditor-$2,400$2,400
Paul HarakVice Preside-$2,200$2,200
Al RuizDirector-$2,200$2,200
Dennis AranyosDirector-$2,200$2,200
Kevin HarwickDirector-$2,200$2,200
Michael DonchezDirector-$2,200$2,200
Robert PriceDirector-$2,200$2,200
Michael MartinDirector-$1,100$1,100
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,755
Investment Income
$133,572
Other Revenue
$5,800
Change in Net Assets
$-59,841
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,939
Salaries, Compensation, and Employee Benefits$82,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$77,400
Benefits to Members---$40,105
Fees for Services Accounting---$10,650
All Other Expenses---$9,840
Payroll Taxes---$5,524
Depreciation Depletion---$4,547
Office Expenses---$3,452
Other Expenses---$3,195
Fees for Services Management---$2,739
Travel---$780
Total Functional Expenses$0$0$0$219,968
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$1,438,977
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
President
Phone
6108677822
Signed
2022-02-23
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 3,141 rounding 3 total 3,139”

Raw XML Appendix355 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt033103
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030664
IRS990/AccountsReceivableGrp/BOYAmt0480
IRS990/AccountsReceivableGrp/EOYAmt0626
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE 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.
IRS990/AllOtherExpensesGrp/TotalAmt09840
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt040105
IRS990/BooksInCareOfDetail/PersonNm0EDWARD SERFASS
IRS990/BooksInCareOfDetail/PhoneNum06108677822
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 189
IRS990/BooksInCareOfDetail/USAddress/CityNm0BETHLEHEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018016
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0300
IRS990/CashNonInterestBearingGrp/EOYAmt0300
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt040105
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0133572
IRS990/CYOtherExpensesAmt096939
IRS990/CYOtherRevenueAmt05800
IRS990/CYProgramServiceRevenueAmt020755
IRS990/CYRevenuesLessExpensesAmt0-59841
IRS990/CYSalariesCompEmpBnftPaidAmt082924
IRS990/CYTotalExpensesAmt0219968
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0160127
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt019329
IRS990/DeferredRevenueGrp/EOYAmt017424
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt04547
IRS990/Desc0PROVIDE 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt010650
IRS990/FeesForServicesManagementGrp/TotalAmt02739
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS DONCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES HOLZINGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOEL SERFASS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT LIPSKY
IRS990/Form990PartVIISectionAGrp/PersonNm4LAWRENCE BREINER
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm6DENNIS ARANYOS
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL DONCHEZ
IRS990/Form990PartVIISectionAGrp/PersonNm8KEVIN HARWICK
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm10AL RUIZ
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL HARAK
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL MARTIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt34800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt43500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt52400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt62200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt72200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt82200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt92200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt102200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt112200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt121100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AUDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01912
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0160127
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt012
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0133572
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0133572
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt042644
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0144893
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0142101
IRS990/LandBldgEquipCostOrOtherBssAmt0184745
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04939941
IRS990/NetAssetsOrFundBalancesEOYAmt04883239
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04939941
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04883239
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt03452
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt03139
IRS990/OtherExpensesGrp/Desc0C.I.C. COMMUNITY INVOLVEM
IRS990/OtherExpensesGrp/Desc1ACTUARIAL FEES
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3INSURANCE
IRS990/OtherExpensesGrp/TotalAmt037000
IRS990/OtherExpensesGrp/TotalAmt119400
IRS990/OtherExpensesGrp/TotalAmt25336
IRS990/OtherExpensesGrp/TotalAmt33195
IRS990/OtherLiabilitiesGrp/BOYAmt01442118
IRS990/OtherLiabilitiesGrp/EOYAmt01438977
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05800
IRS990/OtherRevenueTotalAmt05800
IRS990/OtherSalariesAndWagesGrp/TotalAmt077400
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03432492
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt02862578
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/TotalAmt05524
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0861
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0886
IRS990/PrincipalOfficerNm0JAMES HOLZINGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES & REVENUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020755
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020755
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EXPENSES DIRECTLY RELATED TO EXEMPT PURPOSE.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt026243
IRS990/PYInvestmentIncomeAmt0171694
IRS990/PYOtherExpensesAmt0141702
IRS990/PYOtherRevenueAmt0720
IRS990/PYProgramServiceRevenueAmt023428
IRS990/PYRevenuesLessExpensesAmt0-53192
IRS990/PYSalariesCompEmpBnftPaidAmt081089
IRS990/PYTotalExpensesAmt0249034
IRS990/PYTotalRevenueAmt0195842
IRS990/ReconcilationRevenueExpnssAmt0-59841
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02855465
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03363813
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0125568
IRS990ScheduleD/BuildingsGrp/DepreciationAmt036099
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0161667
IRS990ScheduleD/EquipmentGrp/BookValueAmt01533
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06545
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08078
IRS990ScheduleD/LandGrp/BookValueAmt015000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt015000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01438977
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACTUARIAL RESERVES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0142101
IRS990ScheduleD/TotalLiabilityAmt01438977
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DIRECTLY RELATED TO EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE -5 CHANGE IN ACTUARIAL RESERVES 3,141 ROUNDING 3 TOTAL 3,139
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06434491
IRS990/TotalAssetsEOYAmt06370304
IRS990/TotalAssetsGrp/BOYAmt06434491
IRS990/TotalAssetsGrp/EOYAmt06370304
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0219968
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01494550
IRS990/TotalLiabilitiesEOYAmt01487065
IRS990/TotalLiabilitiesGrp/BOYAmt01494550
IRS990/TotalLiabilitiesGrp/EOYAmt01487065
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04939941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04883239
IRS990/TotalProgramServiceRevenueAmt020755
IRS990/TotalReportableCompFromOrgAmt053900
IRS990/TotalRevenueGrp/ExclusionAmt0133572
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt026555
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160127
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06434491
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06370304
IRS990/TravelGrp/TotalAmt0780
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
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES HOLZINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108677822
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST WINDISH FRATERNAL BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0240579422
ReturnHeader/Filer/PhoneNum06108677822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 189
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018016
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261392538
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/PreparationDt02022-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CREMIA
ReturnHeader/ReturnTs02022-03-08T07:33:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLZINGER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,370,304
Liabilities
$1,487,065
Net assets
$4,883,239
Revenue
$160,127
Expenses
$219,968
Net income
-$59,841
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