Civic Intelligence

First Windish Fraternal Benefit Society of America

990 • Fiscal year 2023 • EIN 24-0579422

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 28, 2024

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

0.24x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

96th percentile

6.37x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

58th percentile

7.7%

Higher net margin than 58% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

34th percentile

$10,500

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

39th percentile

0.5%

Faster asset growth than 39% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

69%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$6,293,220

Up $30,343 (+0.5%) from 2022

Net Assets

Down

$4,773,553

Down $22,246 (-0.5%) from 2022

Liabilities

Up

$1,519,667

Up $52,589 (+3.6%) from 2022

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin58th percentile

Revenue

Up

$238,668

Up $97,824 (+69%) from 2022

Expenses

Down

$220,296

Down $29,322 (-12%) from 2022

Net Income

Up

$18,372

Up $127,146 (+117%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2023

Assets$6,293,220
Liabilities$1,519,667
Net Assets$4,773,553
Open 2023 Filing

Operations Trend

Revenue Growth86th 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

2023

Revenue$238,668
Expenses$220,296
Net Income$18,372
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 28, 2024
Return Version
2023v4.0
Gross Receipts
$238,668
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$3,145,652$3,092,809▼ $52,843
Other Notes and Loans Receivable, Net$2,978,509$3,066,362▲ $87,853
Land, Buildings, and Equipment, Net$137,357$132,838▼ $4,519
Prepaid Expenses and Deferred Charges$896$911▲ $15
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Accounts Receivable$163--
Total Assets$6,262,877$6,293,220▲ $30,343
Liabilities
Other Liabilities$1,417,644$1,458,260▲ $40,616
Accounts Payable and Accrued Expenses$31,848$43,710▲ $11,862
Deferred Revenue$17,586$17,697▲ $111
Total Liabilities$1,467,078$1,519,667▲ $52,589
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,795,799$4,773,553▼ $22,246
Total Net Assets Fund Balance$4,795,799$4,773,553▼ $22,246
Total Liabilities and Net Assets / Fund Balance$6,262,877$6,293,220▲ $30,343

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$117,278$44,389$161,667
Land$15,000-$15,000
Equipment$560$7,518$8,078
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseTotal
James HolzingerDeceasedPT$10,500$10,500
Paul HarakPresidentPT$10,500$10,500
Joel SerfassController-$9,200$9,200
Robert LipskySecretary-$4,800$4,800
Dennis AranyosDirector-$2,200$2,200
Kevin HarwickDirector-$2,200$2,200
Lawrence BreinerAuditor-$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
Al RuizDeceased-$2,200$2,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,426
Investment Income
$218,944
Other Revenue
$298
Change in Net Assets
$18,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,441
Salaries, Compensation, and Employee Benefits$87,963
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$82,700
Benefits to Members---$35,892
Travel---$13,451
Fees for Services Accounting---$8,450
All Other Expenses---$5,519
Payroll Taxes---$5,263
Depreciation Depletion---$4,518
Office Expenses---$3,284
Fees for Services Legal---$3,147
Other Expenses---$3,087
Fees for Services Management---$3,084
Total Functional Expenses$0$0$0$220,296
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$1,458,260
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
President
Phone
6108677822
Signed
2024-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Harak
Formed
1912
Legal Domicile
Pa
Voting Board Members
10
Independent Board Members
10
Employees
6

Preparer

Firm
Serfass & Cremia LLC
Address
2980 LINDEN ST UNIT D2, BETHLEHEM, PA 18017
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 -40,616 rounding 3 total -40,618”

Raw XML Appendix351 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
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IRS990/TotalProgramServiceRevenueAmt019426
IRS990/TotalReportableCompFromOrgAmt052600
IRS990/TotalRevenueGrp/ExclusionAmt0218944
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019724
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0238668
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IRS990/USAddress/ZIPCd018142
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IRS990/VotingMembersIndependentCnt010
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HARAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108677822
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-28
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
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ReturnHeader/Filer/PhoneNum06108677822
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SERFASS & CREMIA LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum06106912500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CREMIA
ReturnHeader/ReturnTs02024-03-04T08:27:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HARAK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,293,220
Liabilities
$1,519,667
Net assets
$4,773,553
Revenue
$238,668
Expenses
$220,296
Net income
$18,372
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