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Socal Swiss Foundation

EIN 87-2859610 · Costa Mesa, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthWeak25 out of 100GovernanceWeak33 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

TO EDUCATE AND INFORM PEOPLE ABOUT SWISS CULTURE AND HERITAGE WHILE ACQUIRING AND MANAGING ALL TYPES OF PROPERTY WHETHER TANGIBLE OR INTANGIBLE IN ORDER TO MEET THE AFFOREMENTIONED OBJECTIVES AND PURPOSE.

Income
$319,876
Spending
$361,494
Spent on programs
94%
Reserves
-7.7 months of spending
Largest source of income
fees for its services, 81%
Employees
0

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Weak: 25 out of 100. Higher than 3% of charities in its peer group (arts and culture, $250k to $1m).

  • Reserves

    0 of 35

    Spendable reserves are negative: it owes or has committed more than it holds.

  • Debt

    2 of 20

    It owes 100% of what it owns.

  • Living within its means

    4 of 15

    Spending exceeded income by 13% of income.

  • Spending floor

    15 of 15

    94% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 33 out of 100. Higher than 6% of charities in its peer group (arts and culture, $250k to $1m).

  • Independent board

    0 of 25

    1 of 1 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    0 of 5

    Reports that it does not keep minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Independent check of accounts

    6 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $286,124 spent. TO ACQUIRE ALL TYPES OF PROPERTY WHETHER TANGIBLE OR INTANGIBLE IN ORDER TO MEET THE OBJECTIVES AND PURPOSE OF THE ORGANIZATION INCLUDING PROVIDING AND MAINTAINING LOCATIONS FOR THESE PURPOSES.
  2. $52,073 spent. TO PROMOTE CULTURAL AND EDUCATIONAL HERITAGE OF THE SWISS BY ORGANIZING AND SUPPORTING EVENTS, SUCH AS SWISS MOVIES, SWISS DINNERS, SWISS CARD GAMES. ORGANIZING EVENTS WITH SWISS DIGNITARIES FOR THE BETTER UNDERSTANDING OF SWISS CUSTOMS, HABITS, LANGUAGES AND POLITICAL AND SOCIETAL CONCERNS AND ORGANIZING EDUCATIONAL AND SCIENTIFIC EVENTS WITH SWISS STUDENTS/POST-DOC AT CALIFORNIAN INSTITUTES OF HIGHER EDUCATION.
  3. TO PROMOTE PHYSICAL AND MENTAL WELFARE BY SUPPORTING ATHLETIC EVENTS AND COMPETITIONS AMONG SWILL AND NON-SWISS COMPETITORS.
  4. TO CULTIVATE ARTS BY SUPPORTING INTEREST AND PROMOTING ARTISTIC TALENTS OF THE SWISS IN VARIOUS MEDIUMS, SUCH AS MUSIC/CHORALE, PAINTING, PERFORMING ARTS, MOVIES AND ARCHITECTURE.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated November 6, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since September 2023.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated November 4, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.