SWISS SOCIETY OF BOSTON: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SWISS SOCIETY OF BOSTON (EIN 23-7398486)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-08
- IRS object ID
- 202223129349202657
- Schema version
- 2021v4.0
- 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 | 2022-11-08T15:38:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 6172306078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FLORENCE STREET | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHAN OEHLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6172306078 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHAN | PersonFirstNm |
| Person Last | OEHLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA M HICKEY CPA | PreparerPersonNm |
| PTIN | P00322669 | PTIN |
| Phone | 7816620071 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $11,106 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $609 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $2,943 | ProgramServiceRevenueAmt |
| Investment Income | $425 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $7,129 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $7,129 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $11,106 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,000 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $600 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $5,304 | OtherExpensesTotalAmt |
| Total Expenses | $6,904 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,202 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $137,572 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $34,837 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $176,611 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,972 | BOYAmt |
| EOY | $176,011 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $600 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,572 | BOYAmt |
| EOY | $176,611 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,572 | BOYAmt |
| EOY | $176,611 | 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 | $1,000 | $1,000 |
| HOLD SWISS CULTURAL EVENTS | $4,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,396 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 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 |
| STEPHAN OEHLER | ||
| TREASURER | 1.00 | $0 |
| JOHN WILLIS | ||
| TREASURER | 1.00 | $0 |
| ANDREA GREALISH | ||
| 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 |
| CLAUDE ABACHERLI | ||
| 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 | STEPHAN OEHLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 FLORENCE STREET | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02176 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172306078 | 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 | $8,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $609 | CurrentTaxYearAmt |
| Total | $29,703 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,561 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $609 | CurrentTaxYearAmt |
| Total | $29,703 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $29,703 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $948 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $425 | CurrentTaxYearAmt |
| Total | $3,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,453 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,982 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89670 | 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 2,689 VARIOUS CULTURAL EVENTS COST OF GOODS SOLD 1,707 EXPENSES INSURANCE 450 ADMINISTRATIVE EXPENSES 36 BANK FEES 22 STATE FILING FEES 54 WEBSITE EXPENSES 346 TOTAL 5,304 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAIN ON INVESTMENTS 34,837 |
| FORM 990-EZ, PART II, LINE 24 | PREPAID EXPENSES AND DEFERRED CHARGES 600 600 TOTAL 600 600 |
| 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. |