San Francisco Lodge of the Theosophical Society (EIN 946081696) - 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

1901

Legal Domicile

Principal Officer

Jeff Curtis

Phone

4153029805

Tax Period

2023-05-01 to 2024-04-30

San Francisco Lodge of the Theosophical Society, founded in 1901, is a micro nonprofit that reported $32K in total revenue in fiscal year 2023. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $19K, a strong 60% operating margin.

Mission

Share interfaith and intercultural teachings, philosophy and understanding.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5

Other Revenue $32,227

TOTAL REVENUE $32,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,948

Other Expenses $12,823

TOTAL EXPENSES $12,823

Year-over-Year Comparison

	2023	2022	Change
Revenue	$32,232	$19,928	+0.6%
Expenses	$12,823	$7,838	+0.6%
Net Income	$19,409	$12,090	+0.6%

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

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
Mary Kamadulski	President	001.00	Officer Director	$0	$0	$0
Michael Thomas	Vice Pres	001.00	Officer Director	$0	$0	$0
David Thompson	Vice Pres	001.00	Officer Director	$0	$0	$0
Jeff Curtis	Treasurer	001.00	Officer Director	$0	$0	$0
Richard Power	Secretary	001.00	Officer Director	$0	$0	$0
Peggie Tahir	Member/Librarian	001.00	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	No data	No data	No data	No data
2024	$32,232	$12,823	$603,408	$19,409
2023	$19,928	$7,838	$583,999	$12,090
2022	$-44,629	$6,019	$571,908	$-50,648
2021	$-19,024	$7,699	$622,555	$-26,723
2020	$35,121	$17,395	$649,278	$17,726
2019	$40,746	$18,049	$631,553	$22,697

San Francisco Lodge of the Theosophical Society