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Pennsylvania · Nonprofit

SWISS BENEVOLENT SOCIETY OF PHILA

SWISS BENEVOLENT SOCIETY OF PHILA (Pennsylvania) receives grants from 3 organizations whose IRS filings report $34,000 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($12,000). 1 of them have funded it in more than one year, and 71% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$115k
Funders on record
3
Grants received
$34k
Net assets
$685k
1/3 repeat funderspeak grant-dependency 54%
01What it does

What Swiss Benevolent Society of Phila does

Mission

support needy Swiss families and individuals, provide scholarship to students of Swiss descendants, support other non-profit organizations as finances allow

As stated on its FY2025 Form 990.

Programs

On its FY2025 return the organization reported starting a significant new program.

We established a scholarship program (Dolf Herger Scholarship) in April 2025. The program is a restricted account. Potential awardees are selected from recipients of a Merit Scholarship (SBS-NY), should be residing in the Delaware Valley Region and should have interaction with any of the 3 Swiss Societies (Swiss Benevolent Society / SBS, New Helvetic Society / NHS and the Maurice Rohrbach Fund / MRF).

Its own explanation, from Schedule O of that return (Part III, line 2).

  1. assistance to needy Swiss family for rent of appartment and general living expenses (food)

    $16,912 spent
    61% of program spending
  2. donation to Merit Scholarship Fund administered by the Swiss Benevolent Society of New York, NY

    $8,000 spent
    29% of program spending
  3. donations to: Historical Society of PA ($100), Swiss Center of North America ($1,000), New Helvetic Society ($822)

    $1,922 spentof which $1,922 as grants
    7% of program spending
  4. 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)

    $1,000 spent
    4% of program spending

The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $27,834.

02The organization over time

The organization over time

Each line starts at 100 in 2020, so what you read is the shape rather than the size: 150 means half as much again as 2020, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20202020 Revenue 100 ($18k) Expenses 100 ($16k) Net assets 100 ($408k)2021 Revenue 257 ($47k) Expenses 112 ($18k) Net assets 117 ($476k)2022 Revenue 262 ($48k) Expenses 129 ($20k) Net assets 93 ($380k)2023 Revenue 223 ($41k) Expenses 150 ($24k) Net assets 114 ($466k)2024 Revenue 294 ($54k) Expenses 172 ($27k) Net assets 133 ($544k)2025 Revenue 628 ($115k) Expenses 188 ($30k) Net assets 168 ($685k)
202020212022202320242025
Revenue (628)Expenses (188)Net assets (168)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $544k to $685k (+26%).

$408k
$476k
$380k
$466k
$544k
$685k
202020212022202320242025
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 0% · 2021 0% · 2022 0% · 2023 13% · 2024 0% · 2025 0%. Grants only. Government contracts and fees sit inside program revenue.

61% of SWISS BENEVOLENT SOCIETY OF PHILA’s revenue is contributions — about as donation-reliant as the typical peer (75% for the typical peer).

This organization
Typical peer · 5,485 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 6 reported years ran a deficit.

$3k
’20
$30k
’21
$28k
’22
$18k
’23
$27k
’24
$86k
’25
18
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

202020212022202320242025
Listed988101012
Joined·+0+0+2+1+2
No longer listed·10010
03Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

2 of 3 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 71% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of SWISS BENEVOLENT SOCIETY OF PHILA’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

SWISS BENEVOLENT SOCIETY OF PHILA leans on a few funders — its largest provides 35% of grant income and the top three 100%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

100% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund SWISS BENEVOLENT SOCIETY OF PHILA.

35%
largest funder
100%
top three
~3
effective funders

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

71% of SWISS BENEVOLENT SOCIETY OF PHILA's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $10k that is directly attributable, 100% of it comes from Pennsylvania funders.

PA

Funder states come from each funder’s own filing. $24k arriving through sponsors registered in 2 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

SWISS BENEVOLENT SOCIETY OF PHILA runs a healthier operating margin than three-quarters of the 3,014 public safety & disaster nonprofits its size.

Operating margin74% · top quartile
Months of reserve18.0mo · above the median
Revenue growth (annualized)44% · top quartile

this organization peer median middle 50% of peers· 3,014 public safety & disaster nonprofits $100k–$1M, FY2025

Organizations like SWISS BENEVOLENT SOCIETY OF PHILA

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Pennsylvania

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

94% of spending goes to programs.

Program 94%Management 3%Fundraising 3%

Governance

12
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

72%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

PA

Screen this organization

A dated, signed PDF of the compliance screen for SWISS BENEVOLENT SOCIETY OF PHILA: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds SWISS BENEVOLENT SOCIETY OF PHILA?
SWISS BENEVOLENT SOCIETY OF PHILA (Pennsylvania) receives grants from 3 organizations whose IRS filings report $34,000 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($12,000). 1 of them have funded it in more than one year, and 71% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does SWISS BENEVOLENT SOCIETY OF PHILA have?
IRS filings report 3 organizations giving $34,000 in grants to SWISS BENEVOLENT SOCIETY OF PHILA, 1 of which have funded it in more than one year.
Who is the largest funder of SWISS BENEVOLENT SOCIETY OF PHILA?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $12,000 in grants. The full list of funders is on this page.
How can an organization like SWISS BENEVOLENT SOCIETY OF PHILA find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Pennsylvania. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2020–2025), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing