SWISS SOCIETY OF BOSTON: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SWISS SOCIETY OF BOSTON (EIN 23-7398486)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349201744
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:46:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823723319 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEFFIELD ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EASTMAN PLACE SUITE 4 | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237398486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWISS SOCIETY OF BOSTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWIS | BusinessNameControlTxt |
| Phone | 6174708680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NASHUA STREET 3314 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WILLIS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6172306078 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA M HICKEY CPA | PreparerPersonNm |
| PTIN | P00322669 | PTIN |
| Phone | 7816620071 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | SWISSSOCIETYBOSTON.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $19,087 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $6,324 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $9,110 | ProgramServiceRevenueAmt |
| Investment Income | $995 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $2,658 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $2,658 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $19,087 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $321 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $750 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $16,385 | OtherExpensesTotalAmt |
| Total Expenses | $17,456 | TotalExpensesAmt |
| Excess Or Deficit For Year | $1,631 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $132,894 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $34,158 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $168,683 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,894 | BOYAmt |
| EOY | $167,183 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,500 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,894 | BOYAmt |
| EOY | $168,683 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,894 | BOYAmt |
| EOY | $168,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE SWISS SOCIETY OF BOSTON WAS FOUNDED IN THE 19TH CENTURY AS THE SWISS BENEVOLENT SOCIETY OF BOSTON. IT CONTINUES TO EXIST AS A CHARITABLE ORGANIZATION PROMOTING SWISS CULTURE IN THE BOSTON AREA. THE SOCIETY OFFERS TRADITIONAL CULTURAL EVENTS AND EDUCATIONAL SCHOLARSHIPS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| PROVIDE ACADEMIC SCHOLARSHIPS | ||
| PROVIDE FINANCIAL SUPPORT TO SWISS IN NEED | $321 | $321 |
| HOLD SWISS CULTURAL EVENTS | $10,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,556 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| THOMAS LIENHARD | ||
| PRESIDENT | 2.00 | $0 |
| PAULETTE FRAIZER | ||
| VICE-PRESIDE | 1.00 | $0 |
| MARCO PERUCCHI | ||
| VICE-PRESIDE | 1.00 | $0 |
| JOHN WILLIS | ||
| TREASURER | 2.00 | $0 |
| ANDREA GREALISH | ||
| CLERK | 1.00 | $0 |
| CLAUDE ABACHERLI | ||
| SECRETARY | 1.00 | $0 |
| WILLIAM HAGGARD | ||
| BOARD MEMBER | 1.00 | $0 |
| BRIGITTE FALKE | ||
| BOARD MEMBER | 1.00 | $0 |
| MICHAEL GLOOR | ||
| BOARD MEMBER | 1.00 | $0 |
| ANGELA METRAUX | ||
| BOARD MEMBER | 1.00 | $0 |
| DAVID METRAUX | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WILLIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NASHUA STREET 3314 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174708680 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,324 | CurrentTaxYearAmt |
| Total | $25,878 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,738 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,561 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $609 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,324 | CurrentTaxYearAmt |
| Total | $25,878 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $25,878 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $878 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $809 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $995 | CurrentTaxYearAmt |
| Total | $3,743 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,621 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,815 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87940 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | SWISS NATIONAL DAY COST OF GOODS SOLD 6,785 VARIOUS CULTURAL EVENTS COST OF GOODS SOLD 3,450 EXPENSES CONFERENCES/MEETINGS 2,883 INSURANCE 550 ADMINISTRATIVE EXPENSES 1,075 STATE FILING FEES 18 WEBSITE & MARKETING 1,624 TOTAL 16,385 |
| FORM 990-EZ, PART I, LINE 20 | PRIOR PERIOD ADJUSTMENT 381 UNREALIZED GAIN ON INVESTMENTS 33,777 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 0 1,500 TOTAL 0 1,500 |
| FORM 990-EZ, PART III | THE SWISS SOCIETY OF BOSTON WAS FOUNDED IN THE 19TH CENTURY AS THE SWISS BENEVOLENT SOCIETY OF BOSTON. IT CONTINUES TO EXIST AS A CHARITABLE ORGANIZATION PROMOTING SWISS CULTURE IN THE BOSTON AREA. THE SOCIETY OFFERS TRADITIONAL CULTURAL EVENTS AND EDUCATIONAL SCHOLARSHIPS. |