Civic Intelligence

First Windish Fraternal Benefit Society of America

990 • Fiscal year 2024 • EIN 24-0579422

Jan 01, 2024 to Dec 31, 2024 • Filed on Feb 21, 2025

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

92nd percentile

0.24x

Higher debt load relative to assets than 92% of similar nonprofits.

2024 filings • 501(c)8 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

5.74x

Higher debt load relative to revenue than 98% of similar nonprofits.

2024 filings • 501(c)8 • $5M-$10M nonprofits • Source year 2024

Net Margin

18th percentile

-4.5%

Higher net margin than 18% of similar nonprofits.

2024 filings • 501(c)8 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$10,500

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2024 filings • 501(c)8 • $5M-$10M nonprofits • Source year 2024

Asset Growth

19th percentile

0.1%

Faster asset growth than 19% of similar nonprofits.

2024 filings • 501(c)8 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

10%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)8 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$6,297,779

Up $4,559 (+0.1%) from 2023

Net Assets

Up

$4,788,352

Up $14,799 (+0.3%) from 2023

Liabilities

Down

$1,509,427

Down $10,240 (-0.7%) from 2023

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin18th percentile

Revenue

Up

$263,063

Up $24,395 (+10%) from 2023

Expenses

Up

$274,803

Up $54,507 (+25%) from 2023

Net Income

Down

-$11,740

Down $30,112 (-164%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2024

Assets$6,297,779
Liabilities$1,509,427
Net Assets$4,788,352
Open 2024 Filing

Operations Trend

Revenue Growth44th 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

2024

Revenue$263,063
Expenses$274,803
Net Income-$11,740
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 21, 2025
Return Version
2024v5.0
Gross Receipts
$263,063
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$3,066,362$3,952,326▲ $885,964
Savings and Temporary Cash Investments$3,092,809$2,215,562▼ $877,247
Land, Buildings, and Equipment, Net$132,838$128,453▼ $4,385
Prepaid Expenses and Deferred Charges$911$920▲ $9
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Accounts Receivable-$218-
Total Assets$6,293,220$6,297,779▲ $4,559
Liabilities
Other Liabilities$1,458,260$1,431,722▼ $26,538
Accounts Payable and Accrued Expenses$43,710$59,469▲ $15,759
Deferred Revenue$17,697$18,236▲ $539
Total Liabilities$1,519,667$1,509,427▼ $10,240
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,773,553$4,788,352▲ $14,799
Total Net Assets Fund Balance$4,773,553$4,788,352▲ $14,799
Total Liabilities and Net Assets / Fund Balance$6,293,220$6,297,779▲ $4,559

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$113,132$48,535$161,667
Land$15,000-$15,000
Equipment$321$7,757$8,078
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Paul HarakPresidentPT$10,500$10,500
Joel SerfassControllerPT$9,200$9,200
Robert LipskyVP / Secreta-$4,800$4,800
Lawrence BreinerAuditor-$4,800$4,800
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 PriceDeceased-$2,200$2,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,279
Investment Income
$242,309
Other Revenue
$475
Change in Net Assets
$-11,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,357
Salaries, Compensation, and Employee Benefits$78,493
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$73,000
Benefits to Members---$68,953
Fees for Services Accounting---$13,820
Travel---$11,809
All Other Expenses---$8,500
Fees for Services Legal---$7,549
Other Expenses---$5,728
Payroll Taxes---$5,493
Office Expenses---$4,987
Depreciation Depletion---$4,386
Fees for Services Management---$3,045
Total Functional Expenses$0$0$0$274,803
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$1,431,722
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
2025-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Harak
Formed
1912
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
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

“Change in actuarial reserves 26,538 rounding 1 total 26,539”

Raw XML Appendix335 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/ExplanationTxt3CHANGE IN ACTUARIAL RESERVES 26,538 ROUNDING 1 TOTAL 26,539
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt01509427
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04773553
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IRS990/TotalProgramServiceRevenueAmt020279
IRS990/TotalReportableCompFromOrgAmt042500
IRS990/TotalRevenueGrp/ExclusionAmt0242309
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020754
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263063
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06297779
IRS990/TravelGrp/TotalAmt011809
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0EASTON
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018142
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL HARAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06108677822
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST WINDISH FRATERNAL BENEFIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
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ReturnHeader/Filer/PhoneNum06108677822
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261392538
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SERFASS & CREMIA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02980 LINDEN ST UNIT D2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHLEHEM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum06106912500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS CREMIA
ReturnHeader/ReturnTs02025-02-27T08:55:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,297,779
Liabilities
$1,509,427
Net assets
$4,788,352
Revenue
$263,063
Expenses
$274,803
Net income
-$11,740
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