Civic Intelligence

First Windish Fraternal Benefit Society of America

990 • Fiscal year 2022 • EIN 24-0579422

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 21, 2023

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.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

10.42x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

10th percentile

-77%

Higher net margin than 10% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$10,500

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.7%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-12%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$6,262,877

Down $107,427 (-1.7%) from 2021

Net Assets

Down

$4,795,799

Down $87,440 (-1.8%) from 2021

Liabilities

Down

$1,467,078

Down $19,987 (-1.3%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin10th percentile

Revenue

Down

$140,844

Down $19,283 (-12%) from 2021

Expenses

Up

$249,618

Up $29,650 (+13%) from 2021

Net Income

Down

-$108,774

Down $48,933 (-82%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$6,262,877
Liabilities$1,467,078
Net Assets$4,795,799
Open 2022 Filing

Operations Trend

Revenue Growth31st 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

2022

Revenue$140,844
Expenses$249,618
Net Income-$108,774
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 21, 2023
Return Version
2022v4.1
Gross Receipts
$140,844
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$3,363,813$3,145,652▼ $218,161
Other Notes and Loans Receivable, Net$2,862,578$2,978,509▲ $115,931
Land, Buildings, and Equipment, Net$142,101$137,357▼ $4,744
Prepaid Expenses and Deferred Charges$886$896▲ $10
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Accounts Receivable$626$163▼ $463
Total Assets$6,370,304$6,262,877▼ $107,427
Liabilities
Other Liabilities$1,438,977$1,417,644▼ $21,333
Accounts Payable and Accrued Expenses$30,664$31,848▲ $1,184
Deferred Revenue$17,424$17,586▲ $162
Total Liabilities$1,487,065$1,467,078▼ $19,987
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,883,239$4,795,799▼ $87,440
Total Net Assets Fund Balance$4,883,239$4,795,799▼ $87,440
Total Liabilities and Net Assets / Fund Balance$6,370,304$6,262,877▼ $107,427

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$121,423$40,244$161,667
Land$15,000-$15,000
Equipment$934$7,144$8,078
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James HolzingerPresidentPT$10,500$10,500
Joel SerfassControllerPT$9,200$9,200
Paul HarakVice PresidePT$9,200$9,200
Lawrence BreinerAuditor-$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
Michael DonchezDirector-$2,200$2,200
Michael MartinDirector-$2,200$2,200
Richard GergarDirector-$2,200$2,200
Robert PriceDirector-$2,200$2,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,152
Investment Income
$119,573
Other Revenue
$1,119
Change in Net Assets
$-108,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,400
Salaries, Compensation, and Employee Benefits$86,496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$80,500
Benefits to Members---$58,722
Travel---$10,171
Fees for Services Accounting---$8,865
All Other Expenses---$7,137
Payroll Taxes---$5,996
Depreciation Depletion---$4,745
Office Expenses---$3,519
Other Expenses---$3,111
Fees for Services Management---$2,739
Fees for Services Legal---$986
Total Functional Expenses$0$0$0$249,618
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$1,417,644
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
Paul Harak
Title
Vice President
Phone
6108677822
Signed
2023-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Harak
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 -4 change in actuarial reserves 21,333 rounding 5 total 21,334”

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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/ExplanationTxt3BOOK / TAX DEPRECIATION DIFFERENCE -4 CHANGE IN ACTUARIAL RESERVES 21,333 ROUNDING 5 TOTAL 21,334
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
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsEOYAmt06262877
IRS990/TotalAssetsGrp/BOYAmt06370304
IRS990/TotalAssetsGrp/EOYAmt06262877
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0249618
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01487065
IRS990/TotalLiabilitiesEOYAmt01467078
IRS990/TotalLiabilitiesGrp/BOYAmt01487065
IRS990/TotalLiabilitiesGrp/EOYAmt01467078
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04883239
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04795799
IRS990/TotalProgramServiceRevenueAmt020152
IRS990/TotalReportableCompFromOrgAmt053900
IRS990/TotalRevenueGrp/ExclusionAmt0119573
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt021271
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0140844
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06370304
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06262877
IRS990/TravelGrp/TotalAmt010171
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0EASTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018142
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HARAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108677822
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-21
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
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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/PreparationDt02023-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CREMIA
ReturnHeader/ReturnTs02023-02-24T08:37:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARAK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$6,262,877
Liabilities
$1,467,078
Net assets
$4,795,799
Revenue
$140,844
Expenses
$249,618
Net income
-$108,774
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