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← THEOSOPHICAL SOCIETY IN AMERICA

Form 990 for tax year 2023

Filed by THEOSOPHICAL SOCIETY IN AMERICA.

What the amendment changed

Compared with the return it replaced , filed 12 February 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$2,713,334
Total expenses
$2,889,312
Contributions and grants received
$1,545,154
Grants paid
$0
Program service revenue
$240,741
Investment income
$441,822
Other revenue
$485,617
Total assets, end of year
$23,850,773
Total liabilities, end of year
$7,675,611
Net assets or fund balances, end of year
$16,175,162
Program services expenses (Part IX)
$1,404,530
Management and general expenses
$1,364,622
Fundraising expenses
$120,160
Program service expenses (Part III)
$1,404,530

Program services were 48.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $115,853

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $1,429,301

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Education Program Sales

    total $215,662 · related or exempt $215,662 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Theosofest

    total $15,250 · related or exempt $15,250 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Summer Convention

    total $9,829 · related or exempt $9,829 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $359,021 · related or exempt $0 · unrelated business $0 · excluded $359,021

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $17,745 · related or exempt $17,745 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $174,971 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $174,971 · personal property $0

  • 6d · Net rental income or loss

    total $174,971 · related or exempt $152,171 · unrelated business $22,800 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $82,801 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $82,801 · other assets $0

  • 7d · Net gain or loss

    total $82,801 · related or exempt $82,801 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $576,570

  • 10b · Cost of goods sold

    $283,669

  • 10c · Net income from sales of inventory

    total $292,901 · related or exempt $248,911 · unrelated business $43,990 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $318,312 · program services $36,006 · management and general $282,306 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $1,199,142 · program services $825,136 · management and general $315,057 · fundraising $58,949

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $285,472 · program services $161,194 · management and general $99,251 · fundraising $25,027

  • 10 · Payroll taxes

    total $120,115 · program services $66,597 · management and general $49,471 · fundraising $4,047

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $2,745 · program services $0 · management and general $2,745 · fundraising $0

  • 11c · Fees: accounting

    total $22,286 · program services $0 · management and general $22,286 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $10,901 · fundraising $10,901

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $174,062 · program services $92,116 · management and general $81,946 · fundraising $0

  • 12 · Advertising and promotion

    total $33,432 · program services $1,116 · management and general $32,316 · fundraising $0

  • 13 · Office expenses

    total $136,689 · program services $59,404 · management and general $70,398 · fundraising $6,887

  • 14 · Information technology

    total $76,520 · program services $35,438 · management and general $40,582 · fundraising $500

  • 15 · Royalties

    total $31,365 · program services $31,365 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $132,008 · program services $0 · management and general $132,008 · fundraising $0

  • 17 · Travel

    total $24,277 · program services $0 · management and general $22,683 · fundraising $1,594

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $20,670 · program services $20,670 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $10,000 · program services $0 · management and general $10,000 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $114,457 · program services $6,763 · management and general $107,694 · fundraising $0

  • 23 · Insurance

    total $95,700 · program services $8,976 · management and general $86,724 · fundraising $0

  • 24a · Other expenses: Miscellaneous Expenses

    total $81,159 · program services $59,749 · management and general $9,155 · fundraising $12,255

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $595,920 · end of year $729,796

  • 2 · Savings and temporary cash investments

    beginning of year $693,349 · end of year $444,841

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $74,298 · end of year $58,249

  • 5 · Loans and receivables from officers and key people

    end of year $17,621

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $18,824 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $469,807 · end of year $376,618

  • 9 · Prepaid expenses and deferred charges

    beginning of year $135,523 · end of year $108,788

  • 10a · Land, buildings and equipment: cost or other basis

    $4,817,901

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,106,768

  • 10c · Land, buildings and equipment, net

    beginning of year $847,489 · end of year $711,133

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $19,660,173 · end of year $21,346,427

  • 15 · Other assets

    beginning of year $0 · end of year $57,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $308,190 · end of year $303,318

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $29,397 · end of year $28,045

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $6,404,410 · end of year $7,344,248

  • 27 · Net assets without donor restrictions

    beginning of year $11,485,407 · end of year $12,190,901

  • 28 · Net assets with donor restrictions

    beginning of year $4,267,979 · end of year $3,984,261

Mission and programs · 2023

Mission

The objectives of the Theosophical Society in America are to form a nucleus of the universal brotherhood of humanity, without distinction of race, creed, sex, caste or color. To encourage the comparative study of religion, philosophy and science. To investigate unexplained laws of nature and the powers latent in humanity. Information about Theosophy is provided through lectures, conventions, broadcasting and published materials.

Activities or mission (Part I)

To encourage open-minded inquiry into world religions, philosophy, science, and the arts in order to understand the wisdom of the ages, respect the unity of all life, and help people explore spiritual self-transformation.

  • PUBLISHING HOUSE AND BOOK SHOP - INCLUDES THE PRINTING AND DISTRIBUTION OF QUEST BOOKS THROUGH TRADE DISTRIBUTORS AS WELL AS DIRECT MAIL AND INTERNET SALES. THE QUEST BOOK SHOP IS A RETAIL OUTLET FOR QUEST BOOKS AND OTHER RELATED PUBLICATIONS AND ITEMS.

    Expenses $353,894 · Grants $103,394 · Revenue $363,176

  • EDUCATION - INCLUDES THE DEVELOPMENT OF TRAINING MATERIALS, COURSES, PAMPHLETS AND INTERNET MATERIAL FOR PRESENTATION TO MEMBERS AND THE PUBLIC DIRECTLY AS WELL AS THROUGH THE INTERNET AND SOCIAL MEDIA.

    Expenses $493,912 · Grants $119,126 · Revenue $503,324

  • LIBRARY, RESEARCH CENTER AND ARCHIVES - INCLUDES THE ACQUISITION, CIRCULATION AND COLLECTION MANAGEMENT OF THE OLCOTT LIBRARY AND NATIONAL ARCHIVES

    Expenses $182,768 · Grants $86,671 · Revenue $124,565

  • MAGAZINE - INCLUDES THE ACQUISITION OF MATERIAL, EDITING, DESIGN, PRINTING AND DISTRIBUTION OF THE QUEST, A QUARTERLY JOURNAL OF THEOSOPHICAL SUBJECTS.

    Expenses $129,065 · Grants $112,766 · Revenue $57,127

  • AUDIO/VISUAL - INCLUDES THE AUDIO AND VIDEO TAPING, EDITING, DUPLICATION, ARCHIVING AND DISTRIBUTION OF PROGRAMS PRESENTED AT VARIOUS THEOSOPHICAL EVENTS. THIS ALSO INCLUDES THE LIVE WEBCASTING OF PROGRAMS FROM THE NATIONAL HEADQUARTERS

    Expenses $176,236 · Grants $123,236 · Revenue $123,236

  • MEMBERSHIP AND NATIONAL GROUP DEVELOPMENT - INCLUDES THE PREPARATION AND DISTRIBUTION OF MATERIALS TO MEMBERS OF THE NATIONAL LODGE, AND THE PLANNING AND IMPLEMENTATION OF LECTURES AND TRAINING PROGRAMS FOR LOCAL GROUPS THROUGHOUT THE UNITED STATES.

    Expenses $47,985 · Grants $29,130 · Revenue $32,300

  • EVENTS AND CONFERENCES - INCLUDES THE PLANNING, PROMOTION, AND PRODUCTION OF VARIOUS PROGRAMS AT THE NATIONAL HEADQUARTERS OR AT OTHER LOCATIONS AROUND THE UNITED STATES. THIS ALSO INCLUDES GROUP TOURS OF RELAVENT THEOSOPHICAL LOCALS.

    Expenses $20,670 · Revenue $29,162

As filed on the 2023 return.

Listed in Part VII

  • Douglas Keene

    PRESIDENT

    Total calculated
    $67,063
    From this org
    $67,063
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Juliana Cesano

    SECRETARY

    Total calculated
    $52,814
    From this org
    $52,814
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Steve Schweizer

    DIRECTOR

    Total calculated
    $33,466
    From this org
    $33,466
    From related orgs
    $0
    Other
    $0
    Hours/week
    23

  • Floyd Kettering

    TREASURER

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Rozi Ulics

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Linda Dorr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Andrew Barker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Peggy Huebel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Noy Chounramany

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Susanna Hoepfl-Wellenhoffer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202531279349302438

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