Civic Intelligence

North American Swiss Alliance

EIN 34-0719168 • 501(c)8 • North Olmsted, OH

Profile

To provide fraternal insurance benefits to its members.

26777 Lorain RdNorth Olmsted, OH 44070-3225

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)8 • <$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-192%

Higher net margin than 3% of similar nonprofits.

501(c)8 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$60,256

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 87.8% of source-year revenue.

501(c)8 • <$500k nonprofits • Source year 2024

Asset Growth

3rd percentile

-100%

Faster asset growth than 3% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-59%

Faster revenue growth than 5% of similar nonprofits.

501(c)8 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,433,686 (-100%) from 2023

Liabilities

Down

$0

Down $2,671,981 (-100%) from 2023

Net Assets

Down

$0

Down $761,705 (-100%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin3rd percentile

Revenue

Down

$68,598

Down $99,763 (-59%) from 2023

Expenses

Up

$200,612

Up $13,659 (+7.3%) from 2023

Net Income

Down

-$132,014

Down $113,422 (-610%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,666,734Liabilities 2015: $2,961,803Net Assets 2015: $704,9312015Assets 2016: $3,474,430Liabilities 2016: $2,761,113Net Assets 2016: $713,3172016Assets 2017: $3,468,321Liabilities 2017: $2,716,799Net Assets 2017: $751,5222017Assets 2018: $3,473,460Liabilities 2018: $2,680,053Net Assets 2018: $793,4072018Assets 2019: $3,489,609Liabilities 2019: $2,621,877Net Assets 2019: $867,7322019Assets 2020: $3,476,383Liabilities 2020: $2,660,296Net Assets 2020: $816,0872020Assets 2021: $3,513,588Liabilities 2021: $2,695,264Net Assets 2021: $818,3242021Assets 2022: $3,472,722Liabilities 2022: $2,675,335Net Assets 2022: $797,3872022Assets 2023: $3,433,686Liabilities 2023: $2,671,981Net Assets 2023: $761,7052023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KRevenue 2015: $227,623Expenses 2015: $158,248Net Income 2015: $69,3752015Revenue 2016: $215,072Expenses 2016: $206,373Net Income 2016: $8,6992016Revenue 2017: $264,844Expenses 2017: $177,251Net Income 2017: $87,5932017Revenue 2018: $205,911Expenses 2018: $187,716Net Income 2018: $18,1952018Revenue 2019: $201,173Expenses 2019: $131,833Net Income 2019: $69,3402019Revenue 2020: $179,318Expenses 2020: $219,743Net Income 2020: -$40,4252020Revenue 2021: $225,604Expenses 2021: $229,914Net Income 2021: -$4,3102021Revenue 2022: $183,253Expenses 2022: $185,284Net Income 2022: -$2,0312022Revenue 2023: $168,361Expenses 2023: $186,953Net Income 2023: -$18,5922023Revenue 2024: $68,598Expenses 2024: $200,612Net Income 2024: -$132,0142024

Highlighted filing

2024

Revenue$68,598
Expenses$200,612
Net Income-$132,014
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$68,598
Expenses
$200,612
Net income
-$132,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.07$0.20$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.43$2.67$0.76$0.17$0.19$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.47$2.68$0.80$0.18$0.19$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.51$2.70$0.82$0.23$0.23$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.48$2.66$0.82$0.18$0.22$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.49$2.62$0.87$0.20$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.47$2.68$0.79$0.21$0.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.47$2.72$0.75$0.26$0.18$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.47$2.76$0.71$0.22$0.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.67$2.96$0.70$0.23$0.16$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 8, 2025
Return Version
2024v5.0
Gross Receipts
$73,077
Mission and Program Overview

Mission

To provide fraternal insurance benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,281,366--
Rtn Earn Endowment Incm Other Fnds$761,705--
Cash and Non-Interest-Bearing Accounts$106,411--
Total Assets$3,433,686$0▼ $3,433,686
Other Assets Total$45,909--
Liabilities
Other Liabilities$2,667,631--
Accounts Payable and Accrued Expenses$4,350--
Total Liabilities$2,671,981$0▼ $2,671,981
Net Assets / Fund Balance
Total Net Assets Fund Balance$761,705$0▼ $761,705
Total Liabilities and Net Assets / Fund Balance$3,433,686$0▼ $3,433,686
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lynn KosinSecretary/trFT$60,256$60,256
Donald RobisonPresident-$4,800$4,800
John JencsonVice Preside-$2,400$2,400
Kevin RuedyDirector-$1,200$1,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,002
Investment Income
$56,553
Other Revenue
$2,043
Change in Net Assets
$-132,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,318
Salaries, Compensation, and Employee Benefits$73,508
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$50,579$18,077-$68,656
Benefits to Members$51,786--$51,786
Fees for Services Legal$27,877--$27,877
Fees for Services Accounting$9,465$3,155-$12,620
Fees for Services Other$12,150--$12,150
Information Technology$5,332--$5,332
Conferences and Meetings$4,756$529-$5,285
Payroll Taxes$3,396$1,456-$4,852
Occupancy$4,250$472-$4,722
Office Expenses$1,767$344-$2,111
Other Expenses$1,841--$1,841
Insurance$125$14-$139
Total Functional Expenses$176,565$24,047$0$200,612
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 4

“Governing board voted to merge in 2024. Merger was with another fraternal benefit organization gbu financial life 25-0502660 located in pennsylvania.”

Form 990, Page 6, Part VI, Line 6

“The alliance is fraternal benefit society with it's members being owners of a life insurance policy. Members are active by maintaining an insurance policy contract.”

Form 990, Page 6, Part VI, Line 7A

“Members are active by maintaining an insurance policy. Members can be elected to be a convention delegate through their respective lodge society. Members can be nominated for the board at the convention. The convention is held every four years.”

Form 990, Page 6, Part VI, Line 9

“JOHN JENCSON KEVIN RUEDY”

Form 990, Page 6, Part VI, Line 11B

“An outside accountant or cpa prepares the form and reviews it with the treasurer. The form is reviewed for amounts and is reconciled to the statutory annual statement filed to the naic and ohio dept of insurance. It is further reviewed for any policy or procedure changes that occurred since the prior year. Finally a copy of the form is provided to the executive board before filing.”

Form 990, Page 6, Part VI, Line 15A

“Salary is set at the convention .”

Form 990, Page 6, Part VI, Line 15B

“Salary and office positions are established at the convention.”

Form 990, Page 6, Part VI, Line 19

“Upon request at main office”

Filing and Contact Details

Filer

Filer Name
North American Swiss Alliance
EIN
34-0719168
Phone
4407777114
Address
26777 LORAIN RD, NORTH OLMSTED, OH 44070-3225

Signing Officer

Name
Lynn Kosin
Title
Secretary/treasurer
Phone
4407777114
Signed
2025-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Robison
Formed
1889
Legal Domicile
Oh
Voting Board Members
4
Independent Board Members
0
Employees
1

Preparer

Firm
J Vrana & Company LLC
Address
7780 RAYMOND DR, MENTOR, OH 44060-3660
Preparer
John J Vrana CPA
Phone
4402279319
Supplemental Narrative

Additional Explanations

Form 990, Part III

“To provide fraternal life insurance to its members. To provide security for the members through affordable insurance. To promote , preserve and perpetuate the common bond of the swiss lanaguage , heritage and culture.”

Form 990, Part XI, Line 9

“Decrease in asset valuation reserve 4,076 net surplus transfered due to merger -641,831 total -637,755”

Raw XML Appendix370 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt2CASH VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt3CASH VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt4CASH VALUE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt04254 SAW MILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt14254 SAW MILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt24254 SAW MILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt34254 SAW MILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt44254 SAW MILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine2Txt04254 SAWMILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine2Txt14254 SAWMILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine2Txt24254 SAWMILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine2Txt34254 SAWMILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine2Txt44254 SAWMILL RUN BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0PITTSBURGH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm1PITTSBURGH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm2PITTSBURGH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm3PITTSBURGH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm4PITTSBURGH
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd1PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd2PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd3PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd4PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd015227
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd115227
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd215227
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd315227
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd415227
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE FRATERNAL LIFE INSURANCE TO ITS MEMBERS. TO PROVIDE SECURITY FOR THE MEMBERS THROUGH AFFORDABLE INSURANCE. TO PROMOTE , PRESERVE AND PERPETUATE THE COMMON BOND OF THE SWISS LANAGUAGE , HERITAGE AND CULTURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING BOARD VOTED TO MERGE IN 2024. MERGER WAS WITH ANOTHER FRATERNAL BENEFIT ORGANIZATION GBU FINANCIAL LIFE 25-0502660 LOCATED IN PENNSYLVANIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ALLIANCE IS FRATERNAL BENEFIT SOCIETY WITH IT'S MEMBERS BEING OWNERS OF A LIFE INSURANCE POLICY. MEMBERS ARE ACTIVE BY MAINTAINING AN INSURANCE POLICY CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS ARE ACTIVE BY MAINTAINING AN INSURANCE POLICY. MEMBERS CAN BE ELECTED TO BE A CONVENTION DELEGATE THROUGH THEIR RESPECTIVE LODGE SOCIETY. MEMBERS CAN BE NOMINATED FOR THE BOARD AT THE CONVENTION. THE CONVENTION IS HELD EVERY FOUR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4JOHN JENCSON KEVIN RUEDY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN OUTSIDE ACCOUNTANT OR CPA PREPARES THE FORM AND REVIEWS IT WITH THE TREASURER. THE FORM IS REVIEWED FOR AMOUNTS AND IS RECONCILED TO THE STATUTORY ANNUAL STATEMENT FILED TO THE NAIC AND OHIO DEPT OF INSURANCE. IT IS FURTHER REVIEWED FOR ANY POLICY OR PROCEDURE CHANGES THAT OCCURRED SINCE THE PRIOR YEAR. FINALLY A COPY OF THE FORM IS PROVIDED TO THE EXECUTIVE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SALARY IS SET AT THE CONVENTION .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SALARY AND OFFICE POSITIONS ARE ESTABLISHED AT THE CONVENTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST AT MAIN OFFICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DECREASE IN ASSET VALUATION RESERVE 4,076 NET SURPLUS TRANSFERED DUE TO MERGER -641,831 TOTAL -637,755
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03433686
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt03433686
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt024047
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176565
IRS990/TotalFunctionalExpensesGrp/TotalAmt0200612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02671981
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt02671981
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0761705
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0176565
IRS990/TotalProgramServiceRevenueAmt010002
IRS990/TotalReportableCompFromOrgAmt068656
IRS990/TotalRevenueGrp/ExclusionAmt068598
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt068598
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03433686
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN KOSIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04407777114
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NORTH AMERICAN SWISS ALLIANCE
ReturnHeader/Filer/BusinessNameControlTxt0NORT
ReturnHeader/Filer/EIN0340719168
ReturnHeader/Filer/PhoneNum04407777114
ReturnHeader/Filer/USAddress/AddressLine1Txt026777 LORAIN RD
ReturnHeader/Filer/USAddress/CityNm0NORTH OLMSTED
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0440703225
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874034989
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J VRANA & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07780 RAYMOND DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MENTOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0440603660
ReturnHeader/PreparerPersonGrp/PhoneNum04402279319
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J VRANA CPA
ReturnHeader/ReturnTs02025-11-10T13:59:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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