Universal Theosophy Fellowship (EIN 237425552) - 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

1974

Legal Domicile

Principal Officer

Russel N Lewin

Phone

8059644467

Tax Period

2025-01-01 to 2025-12-31

Universal Theosophy Fellowship, founded in 1974, is a micro nonprofit in the Religion sector that reported $66K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. Expenses of $58K left a modest 12% surplus.

Mission

DISTRIBUTES THEOSOPHICAL PUBLICATIONS FOR THE BENEFIT OF THE GENERAL PUBLIC AND ITS MEMBERS. THIS GROUP HOLDS MEETINGS AND LECTURES FOR THE BENEFIT OF THE GENERAL PUBLIC AND ITS MEMBERS.

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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 $8,361

Program Service Revenue $0

Investment Income $41,761

Other Revenue $15,529

TOTAL REVENUE $65,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,576

Other Expenses $57,736

TOTAL EXPENSES $57,736

Year-over-Year Comparison

	2025	2024	Change
Revenue	$65,651	$76,488	-0.1%
Expenses	$57,736	$60,190	0.0%
Net Income	$7,915	$16,298	-0.5%

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

N/A

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
Russel N Lewin	President	5.00	Officer	$0	$0	$0
Carl Nolt	Secretary	5.00	Officer	$0	$0	$0
Danson Kiplagat	Treasurer	5.00	Officer	$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	$65,651	$57,736	$1,418,898	$7,915
2024	$76,488	$60,190	$1,309,202	$16,298
2023	$41,687	$61,009	$1,269,898	$-19,322
2022	$67,887	$65,603	$1,205,359	$2,284
2021	$76,106	$53,726	$1,398,176	$22,380
2020	$44,957	$50,058	$1,341,754	$-5,101
2019	$56,104	$54,148	$1,246,342	$1,956
2018	$70,665	$66,725	$1,144,762	$3,940

Universal Theosophy Fellowship