First Windish Fraternal Benefit Society Of America is located in Bethlehem, PA. The organization was established in 1944. According to its NTEE Classification (L99) the organization is classified as: Housing & Shelter N.E.C., under the broad grouping of Housing & Shelter and related organizations. As of 12/2022, First Windish Fraternal Benefit Society Of America employed 7 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. First Windish Fraternal Benefit Society Of America is a 501(c)(8) and as such, is described as a "Fraternal Beneficiary Society and/or Association" by the IRS.
For the year ending 12/2022, First Windish Fraternal Benefit Society Of America generated $140.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (6.2%) each year. All expenses for the organization totaled $249.6k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (0.9%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
EXPENSES DIRECTLY RELATED TO EXEMPT PURPOSE.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
James Holzinger President | Officer | 5 | $10,500 |
Paul Harak Vice Preside | Officer | 5 | $9,200 |
Joel Serfass Controller | Officer | 5 | $9,200 |
Robert Lipsky Secretary | Officer | 2 | $4,800 |
Lawrence Breiner Auditor | Trustee | 2 | $4,800 |
Dennis Aranyos Director | Trustee | 1 | $2,200 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $20,152 |
Investment income | $119,573 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $140,844 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $58,722 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $80,500 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $5,996 |
Fees for services: Management | $2,739 |
Fees for services: Legal | $986 |
Fees for services: Accounting | $8,865 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $0 |
Advertising and promotion | $0 |
Office expenses | $3,519 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $10,171 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,745 |
Insurance | $0 |
All other expenses | $7,137 |
Total functional expenses | $249,618 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $300 |
Savings and temporary cash investments | $3,145,652 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $163 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $2,978,509 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $896 |
Net Land, buildings, and equipment | $137,357 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $6,262,877 |
Accounts payable and accrued expenses | $31,848 |
Grants payable | $0 |
Deferred revenue | $17,586 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $1,417,644 |
Total liabilities | $1,467,078 |
Net assets without donor restrictions | $4,795,799 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $6,262,877 |
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