Swiss Benevolent Society (EIN 946052328) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1886

Legal Domicile

Principal Officer

Ruedi Sandmeier

Phone

3103457091

Tax Period

2025-01-01 to 2025-12-31

Swiss Benevolent Society, founded in 1886, is a small nonprofit in the Education sector that reported $114K in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $127K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE ORGANIZATION PROVIDES A SCHOLARSHIP PROGRAM TO DESERVING SWISS OR DIRECT DESCENDANT STUDENTS AND BENEFICENET SUPPORT FOR NEEDY SWISS OR DIRECT DESCENDANTS IN THE SAN FRANCISCO GREATER BAY AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $41,271

Program Service Revenue $1,000

Investment Income $71,697

Other Revenue $0

TOTAL REVENUE $113,968

Expense Breakdown

Grants Paid $118,320

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $118,320

Other Expenses $8,982

TOTAL EXPENSES $127,302

Year-over-Year Comparison

	2025	2024	Change
Revenue	$113,968	$81,978	+0.4%
Expenses	$127,302	$92,546	+0.4%
Net Income	$-13,334	$-10,568	+0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUEDI SANDMEIER	PRESIDENT	10.00	Officer Director	$0	$0	$0
CARLA TWITCHELL	VICE- PRESIDENT	10.00	Officer Director	$0	$0	$0
MARIANNE AUBERT	SECRETARY	10.00	Officer Director	$0	$0	$0
DAVID ZEITER	TREASURER	10.00	Officer Director	$0	$0	$0
ANDREAS EGGLER	DIRECTOR	10.00	Director	$0	$0	$0
JOHN ANDREW	DIRECTOR	10.00	Director	$0	$0	$0
DANIEL EGGEN	DIRECTOR	10.00	Director	$0	$0	$0
ARIANA GHELFI	DIRECTOR	10.00	Director	$0	$0	$0
SUSANN SANDMEIER	DIRECTOR	10.00	Director	$0	$0	$0
DOUG TWITCHELL	DIRECTOR	10.00	Director	$0	$0	$0
PHILLIP KALSCHED	DIRECTOR	10.00	Director	$0	$0	$0
STEPHEN WELTER	TRUSTEE	0.00	Director	$0	$0	$0
WALTER GYGER	TRUSTEE	0.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$113,968	$127,302	$1,823,074	$-13,334
2024	$81,978	$92,546	$1,704,441	$-10,568
2023	$61,515	$77,117	$1,592,330	$-15,602
2022	$73,981	$64,460	$1,480,374	$9,521
2021	$98,752	$84,057	$1,650,121	$14,695
2020	$67,254	$87,734	$1,485,146	$-20,480

Swiss Benevolent Society