THEOSOPHICAL SOCIETY IN AMERICA

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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

1911

Legal Domicile

Phone

6306681571

Tax Period

2024-04-01 to 2025-03-31

THEOSOPHICAL SOCIETY IN AMERICA, founded in 1911, is a community nonprofit that reported $2.7M in total revenue in fiscal year 2024. Expenses of $3.1M exceeded revenue, resulting in a 12% operating deficit.

Mission

The objectives of the Theosophical Society in America are to form a nucleus of the universal brotherhood of humanity, without distinction of race, creed, sex, caste or color. To encourage the comparative study of religion, philosophy and science. To investigate unexplained laws of nature and the powers latent in humanity. Information about Theosophy is provided through lectures, conventions, broadcasting and published materials.

Program Service Accomplishments

Program 1

Expenses: $341,535 Revenue: $355,898

PUBLISHING HOUSE AND BOOK SHOP - INCLUDES THE PRINTING AND DISTRIBUTION OF QUEST BOOKS THROUGH TRADE DISTRIBUTORS AS WELL AS DIRECT MAIL AND INTERNET SALES. THE QUEST BOOK SHOP IS A RETAIL OUTLET FOR...

Program 2

Expenses: $540,657 Revenue: $491,265

EDUCATION - INCLUDES THE DEVELOPMENT OF TRAINING MATERIALS, COURSES, PAMPHLETS AND INTERNET MATERIAL FOR PRESENTATION TO MEMBERS AND THE PUBLIC DIRECTLY AS WELL AS THROUGH THE INTERNET AND SOCIAL...

EDUCATION - INCLUDES THE DEVELOPMENT OF TRAINING MATERIALS, COURSES, PAMPHLETS AND INTERNET MATERIAL FOR PRESENTATION TO MEMBERS AND THE PUBLIC DIRECTLY AS WELL AS THROUGH THE INTERNET AND SOCIAL MEDIA.

Program 3

Expenses: $174,966 Revenue: $10,063

LIBRARY, RESEARCH CENTER AND ARCHIVES - INCLUDES THE ACQUISITION, CIRCULATION AND COLLECTION MANAGEMENT OF THE OLCOTT LIBRARY AND NATIONAL ARCHIVES

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,431,449

Program Service Revenue $325,611

Investment Income $573,631

Other Revenue $395,565

TOTAL REVENUE $2,726,256

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,019,555

Fundraising Expenses $189,639

Program Expenses $1,529,858

Other Expenses $1,032,903

TOTAL EXPENSES $3,052,458

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,726,256	$2,713,334	+0.0%
Expenses	$3,052,458	$2,889,312	+0.1%
Net Income	$-326,202	$-175,978	+0.9%

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

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

$156,836

Total Directors

$105,810

Key Employees

$142,391

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS KEENE	PRESIDENT	40	Officer Director Key Emp	$78,154	$0	$78,154
Veronica Kearns	Finance Director	40	Key Emp	$64,237	$0	$64,237
JULIANA CESANO	SECRETARY	40	Officer	$60,682	$0	$60,682
STEVE SCHWEIZER	DIRECTOR	23	Director	$27,656	$0	$27,656
FLOYD KETTERING	TREASURER	10	Officer	$18,000	$0	$18,000
ROZI ULICS	VICE PRESIDENT	2	Officer Director	$0	$0	$0
LINDA DORR	DIRECTOR	10	Director	$0	$0	$0
ANDREW BARKER	DIRECTOR	2	Director	$0	$0	$0
PEGGY HUEBEL	DIRECTOR	2	Director	$0	$0	$0
NOY CHOUNRAMANY	DIRECTOR	2	Director	$0	$0	$0
SUSANNA HOEPFL-WELLENHOFFER	DIRECTOR	10	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	$2,726,256	$3,052,458	$23,992,269	$-326,202
2024	No data	No data	No data	No data
2024	$2,713,334	$2,889,312	$23,850,773	$-175,978
2023	$2,300,384	$3,502,704	$22,495,383	$-1,202,320
2022	$2,640,124	$3,117,505	$22,823,765	$-477,381
2021	$2,521,816	$2,511,120	$23,352,485	$10,696
2020	$2,274,224	$2,333,682	$17,610,316	$-59,458
2019	$2,252,961	$2,587,180	$19,229,205	$-334,219