UNITED LODGE OF THEOSOPHISTS (EIN 136097352) - 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

1909

Legal Domicile

Phone

2125352230

Tax Period

2025-01-01 to 2025-12-31

UNITED LODGE OF THEOSOPHISTS, founded in 1909, is a micro nonprofit in the Religion sector that reported $19K in total revenue in fiscal year 2025. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $64K exceeded revenue, resulting in a 243% operating deficit.

Mission

CHURCH/RELIGIOUS ORGANIZATION WHICH PROMOTES THE STUDY AND APPLICATION OF THE TEACHINGS OF THEOSOPHY WHICH INCLUDES THE STUDY OF ANCIENT AND MODERN RELIGION, PHILOSOPHIES, AND SCIENCE.

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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 $7,630

Program Service Revenue $0

Investment Income $11,077

Other Revenue $0

TOTAL REVENUE $18,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,899

Other Expenses $64,074

TOTAL EXPENSES $64,074

Year-over-Year Comparison

	2025	2024	Change
Revenue	$18,707	$14,830	+0.3%
Expenses	$64,074	$66,571	0.0%
Net Income	$-45,367	$-51,741	-0.1%

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
HAL ROSENBLATT	REGISTRAR	0.00	Officer 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	$18,707	$64,074	$517,203	$-45,367
2024	$14,830	$66,571	$562,570	$-51,741
2023	$4,675	$79,880	$614,311	$-75,205
2022	$-6,688	$86,867	$689,516	$-93,555
2021	$388,171	$61,532	$783,071	$326,639
2019	$36,597	$49,794	$509,269	$-13,197
2018	$270,309	$96,277	$522,466	$174,032

UNITED LODGE OF THEOSOPHISTS