THE THEOSOPHICAL ORDER OF SERVICE USA INC

EIN: 581639496 501(c)(3)

WHEATON, IL

Total Revenue
$52,754
Total Expenses
$62,948
Total Assets
$605,828
Net Assets
$605,734
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
IL
Principal Officer
Kathryn Gann
Phone
6305581571
Tax Period
2024-04-01 to 2025-03-31

THE THEOSOPHICAL ORDER OF SERVICE USA INC, founded in 1986, is a micro nonprofit that reported $53K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $63K exceeded revenue, resulting in a 19% operating deficit.

Mission

THE THEOSOPHICAL ORDER OF SERVICE USA is "A union of those who love in the service of all that suffers." The goal of the TOS is service to our fellow humans and all of life on our planet. The TOS actively seeks to help fund groups and other 501(c)3 organizations that are providing viable and sustainable solutions that help maintain or restore the dignity and self-sufficiency of individuals and/or their communities. The TOS hopes to offer an opportunity for transformation of the situation, environment or people involved.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,979
Program Service Revenue $0
Investment Income $24,775
Other Revenue $0
TOTAL REVENUE $52,754

Expense Breakdown

Grants Paid $61,711
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $61,711
Other Expenses $1,237
TOTAL EXPENSES $62,948

Year-over-Year Comparison

2024 2023 Change
Revenue $52,754 $120,874 -0.6%
Expenses $62,948 $49,067 +0.3%
Net Income $-10,194 $71,807 -1.1%
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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
7
Employees
N/A
Volunteers
7

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
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHERYN GANN PRESIDENT 10
Officer Director
$0 $0 $0
ANNE SERMONS-GILLIS VICE PRESIDENT 6
Officer Director
$0 $0 $0
KATE GOULD SECRETARY 5
Officer Director
$0 $0 $0
CARRIE HORTON TREASURER 10
Officer Director
$0 $0 $0
DOUGLAS KEENE DIRECTOR 0
Director
$0 $0 $0
JUSTIN TANKSLEY DIRECTOR 2
Director
$0 $0 $0
WALTER TERPACK DIRECTOR 2
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 $52,754 $62,948 $605,828 $-10,194
2024 $120,874 $49,067 $624,165 $71,807
2023 $36,722 $26,233 $561,188 $10,489
2022 $82,348 $52,361 $586,894 $29,987
2021 $57,691 $48,902 $554,131 $8,789
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