Nonprofit · EIN 23-6275599
SWISS BENEVOLENT SOCIETY OF PHILA
Tax-exempt · NEWTOWN, PA 18940
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $115,452 | $29,573 | $85,879 | $685,231 | $0 | $685,231 |
| December 31, 2024 | 990 | $53,942 | $27,103 | $26,839 | $543,915 | $0 | $543,915 |
| December 31, 2023 | 990 | $41,019 | $23,519 | $17,500 | $465,760 | $0 | $465,760 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $70,249
- Membership dues
- $685
- Program service revenue
- $0
- Investment income
- $44,005
- Net gain from sales of assets
- $29,418
- Net income from fundraising events
- $1,198
- Other revenue
- $1,198
Expenses
- Grants and similar amounts paid
- $27,834
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $221
- Program services (functional)
- $27,834
- Management and general (functional)
- $952
- Fundraising (functional)
- $787
Balance sheet and other
- Total assets, start of year
- $543,915
- Total assets, end of year
- $685,231
- Total liabilities, end of year
- $0
- Net assets, end of year
- $685,231
- Publicly traded securities
- $640,891
- Net assets without donor restrictions
- $648,708
- Net assets with donor restrictions
- $36,523
- Gross receipts
- $187,494
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1860
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dolf Herger | President Trustee or director, Officer | 4 | $0 |
| Martin Schmid | Recording Secreatry Trustee or director, Officer | 1 | $0 |
| Alexander Zbinden | Treasurer Trustee or director, Officer | 1.5 | $0 |
| Hans Huber | Financial Secretary Trustee or director, Officer | 5 | $0 |
| Luciano Mueller | Director & Chair Investment Committee Trustee or director | 1.5 | $0 |
| Urs Streit | Director Trustee or director | 0.5 | $0 |
| Sophia Jutzi-Beris | Director Trustee or director | 1 | $0 |
| Tanja Portmann | Director Trustee or director | 0.5 | $0 |
| Craig Peiffer | Director Trustee or director | 0.5 | $0 |
| Thomas Pfister | Director Trustee or director | 0.5 | $0 |
| Elizabeth Zbinden | Director Trustee or director | 0.5 | $0 |
| James Mast | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dolf Herger | President Trustee or director, Officer | 4 | $0 |
| Martin Schmid | Recording Secreatry Trustee or director, Officer | 1 | $0 |
| Alexander Zbinden | Treasurer Trustee or director, Officer | 1 | $0 |
| Hans Huber | Financial Secretary Trustee or director, Officer | 5 | $0 |
| Luciano Mueller | Director & Chair Investment Committee Trustee or director | 1.25 | $0 |
| Urs Streit | Director Trustee or director | 0.5 | $0 |
| Sophia Jutzi-Beris | Director Trustee or director | 0.75 | $0 |
| Tanja Portmann | Director Trustee or director | 0.5 | $0 |
| Craig Peiffer | Director Trustee or director | 0.5 | $0 |
| Thomas Pfister | Director Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dolf Herger | President Trustee or director, Officer | 2 | $0 |
| Martin Schmid | Recording Secreatry Trustee or director, Officer | 1 | $0 |
| Alexander Zbinden | Treasurer Trustee or director, Officer | 1 | $0 |
| Hans Huber | Financial Secretary Trustee or director, Officer | 2 | $0 |
| Luciano Mueller | Director & Chair Investment Committee Trustee or director | 0.5 | $0 |
| Annemarie Mueller | Director Trustee or director | 0.5 | $0 |
| Sophia Jutzi-Beris | Director Trustee or director | 0.5 | $0 |
| Tanja Portmann | Director Trustee or director | 0.5 | $0 |
| Craig Peiffer | Director Trustee or director | 0.5 | $0 |
| Thomas Pfister | Director Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 142 COMMONWEALTH DR, NEWTOWN, PA 18940-2316
- In care of
- % DOLF HERGER
- Principal officer (990 for 2025)
- Dolf Herger, 142 Commonwealth Dr, Newtown, PA 18940
- Signed the 990
- Dolf Herger, President
- Phone
- (267) 306-0075
- Website
- www.sbsphiladelphia.org
Mission
support needy Swiss families and individuals, provide scholarship to students of Swiss descendants, support other non-profit organizations as finances allow
Program accomplishments
- assistance to needy Swiss family for rent of appartment and general living expenses (food)Expenses $16,912
- donation to Merit Scholarship Fund administered by the Swiss Benevolent Society of New York, NYExpenses $8,000
- donations to: Historical Society of PA ($100), Swiss Center of North America ($1,000), New Helvetic Society ($822)Expenses $1,922 · grants $1,922
- the Dolf Herger Scholarship was established on April 2, 2025 and the first award in the amount of $1,000 was given to a student residing in our coverage area (Greater Delaware Valley)Expenses $1,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-6275599
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1949
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public safety, disaster preparedness and relief (M60)
- Assets (IRS master file)
- $685,231
- Income (IRS master file)
- $187,494
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $115,452 | $29,573 | $685,231 | IRS |
| 990 | December 2024 | $53,942 | $27,103 | $543,915 | IRS |
| 990 | December 2023 | $41,019 | $23,519 | $465,760 | XML |
| 990 | December 2022 | $48,102 | $20,279 | $380,158 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-6275599).
Questions about SWISS BENEVOLENT SOCIETY OF PHILA
- What is the EIN of SWISS BENEVOLENT SOCIETY OF PHILA?
- The employer identification number (EIN) of SWISS BENEVOLENT SOCIETY OF PHILA is 23-6275599.
- Is SWISS BENEVOLENT SOCIETY OF PHILA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to SWISS BENEVOLENT SOCIETY OF PHILA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SWISS BENEVOLENT SOCIETY OF PHILA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SWISS BENEVOLENT SOCIETY OF PHILA due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SWISS BENEVOLENT SOCIETY OF PHILA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SWISS BENEVOLENT SOCIETY OF PHILA?
- The 990 for the year ended December 31, 2025 names Dolf Herger.
- Who are the officers and directors of SWISS BENEVOLENT SOCIETY OF PHILA?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does SWISS BENEVOLENT SOCIETY OF PHILA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $115,452, expenses of $29,573 and total assets of $685,231 at year end.
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