THE THEOSOPHY COMPANY (EIN 956003120) - 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

1925

Legal Domicile

Principal Officer

Wesley Amerman

Phone

2137487244

Tax Period

2023-01-01 to 2023-12-31

THE THEOSOPHY COMPANY, founded in 1925, is a small nonprofit in the Religion sector that reported $106K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $215K exceeded revenue, resulting in a 103% operating deficit.

Mission

To promote the study and application of the teachings of 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 (2023)

Revenue Breakdown

Contributions & Grants $4,389

Program Service Revenue $0

Investment Income $100,489

Other Revenue $670

TOTAL REVENUE $105,548

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,583

Fundraising Expenses $0

Program Expenses $181,565

Other Expenses $68,040

TOTAL EXPENSES $214,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$105,548	$87,147	+0.2%
Expenses	$214,623	$229,404	-0.1%
Net Income	$-109,075	$-142,257	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Colin Baker	Trustee	1.00	Director	$0	$0	$0
Angela Hernandez	Trustee	1.00	Director	$0	$0	$0
Gerald Kiffe	Trustee	1.00	Director	$0	$0	$0
Wesley Amerman	President	3.00	Officer Director	$0	$0	$0
Victoria Prinz	Secretary	1.00	Officer Director	$0	$0	$0
Joseph Rudison MD	Trustee	1.00	Director	$0	$0	$0
Russell Law	Vice President	2.00	Officer Director	$0	$0	$0
Roberto Lupercio	Treasurer	2.00	Officer 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
2024	No data	No data	No data	No data
2023	$105,548	$214,623	$2,444,745	$-109,075
2022	$87,147	$229,404	$2,446,206	$-142,257
2021	$267,158	$234,956	$2,855,497	$32,202
2020	$158,654	$250,552	$2,878,544	$-91,898
2019	$161,060	$305,576	$2,869,060	$-144,516
2018	$113,815	$534,255	$2,877,971	$-420,440

THE THEOSOPHY COMPANY