THEOSOPHY FOUNDATION INC (EIN 562554544) - 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

2006

Legal Domicile

Principal Officer

ESTELLA CARSON-PRIEDE

Phone

7069466294

Tax Period

2025-01-01 to 2025-12-31

THEOSOPHY FOUNDATION INC, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $7K in total revenue in fiscal year 2025. Revenue fell 173% from the prior year — a significant decline worth monitoring.

Mission

TO ENSURE - OFFER MATERIAL ON THE TEACHINGS OF THEOSOPHY, INCLUDING DISTRIBUTION OF ARTICLES LECTURES AND WEBSITE VISITORS TO FACILITATE THE BUYING OF BOOKS & ITEMS PERTAINING TO THEOSOPHY

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $-6,990

TOTAL REVENUE $-6,990

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $6,043

Other Expenses $6,043

TOTAL EXPENSES $6,043

Year-over-Year Comparison

	2025	2024	Change
Revenue	$-6,990	$9,529	-1.7%
Expenses	$6,043	$9,825	-0.4%
Net Income	$-13,033	$-296	+43.0%

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

N/A

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
ESTELA CARSON-PRIEDE	PRESIDENT	40.00	Officer	$0	$0	$0
ANDRIS PRIEDE	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	$-6,990	$6,043	$89,589	$-13,033
2024	$9,529	$9,825	$108,048	$-296
2023	$58,273	$62,539	$98,739	$-4,266
2022	$80,461	$69,499	$140,948	$10,962
2021	$74,734	$61,928	$110,287	$12,806

THEOSOPHY FOUNDATION INC