THEOSOPHICAL INVESTMENT TRUST

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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

1955

Legal Domicile

Principal Officer

Floyd Kettering

Phone

6306681571

Tax Period

2024-04-01 to 2025-03-31

THEOSOPHICAL INVESTMENT TRUST, founded in 1955, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $486K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $309K, a strong 64% operating margin.

Mission

The Theosophical Investment Trust receives and holds property and invests monies solely for the interest of the Theosophical Society in America, an Illinois Nonprofit Corporation (#36-2167934). The Trust receives and holds property and invests monies solely in the interests of the Society. Income derived from the Trust is paid at least annually to the Society for general purposes.

Program Service Accomplishments

Program 1

Expenses: $176,784 Revenue: $485,591

Investment and management of funds for the benefit of the Theosophical Society in America (#36-2167934).

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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 $0

Program Service Revenue $0

Investment Income $485,591

Other Revenue $0

TOTAL REVENUE $485,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $176,784

Other Expenses $176,784

TOTAL EXPENSES $176,784

Year-over-Year Comparison

	2024	2023	Change
Revenue	$485,591	$446,249	+0.1%
Expenses	$176,784	$166,767	+0.1%
Net Income	$308,807	$279,482	+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

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

$18,000

Total Directors

$96,154

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Douglas Keene	TSA President / Trustee	1	Director	$0	$0	$78,154
Floyd Kettering	Vice-Chair / Secretary	8	Officer Director	$0	$0	$18,000
Bob Hutchinson	Trustee	1	Director	$0	$0	$0
Susanna Robinson	Trustee	1	Director	$0	$0	$0
Jay Kern	Chair / Trustee	1	Officer Director	$0	$0	$0
Rozi Ulics	TSA Vice-Pres / Trustee	1	Director	$0	$0	$0
Malini Lavappa	Trustee	1	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	$485,591	$176,784	$21,739,238	$308,807
2024	$446,249	$166,767	$21,528,565	$279,482
2023	$359,650	$142,190	$18,795,127	$217,460
2022	$291,520	$159,403	$20,022,012	$132,117
2021	$282,526	$143,632	$20,398,592	$138,894
2020	$406,774	$149,705	$15,051,195	$257,069
2019	$429,460	$129,222	$16,886,204	$300,238