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← THEOSOPHICAL SOCIETY IN AMERICA

Form 990 for tax year 2024

Filed by THEOSOPHICAL SOCIETY IN AMERICA.

Totals

Total revenue
$2,726,256
Total expenses
$3,052,458
Contributions and grants received
$1,431,449
Grants paid
$0
Program service revenue
$325,611
Investment income
$573,631
Other revenue
$395,565
Total assets, end of year
$23,992,269
Total liabilities, end of year
$7,937,823
Net assets or fund balances, end of year
$16,054,446
Program services expenses (Part IX)
$1,529,858
Management and general expenses
$1,332,961
Fundraising expenses
$189,639
Program service expenses (Part III)
$1,529,858

Program services were 50.1% 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

    $107,536

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $1,323,913

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: EDUCATION PROGRAM SERVICES

    total $279,564 · related or exempt $279,564 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: tHEOSOFEST

    total $17,900 · related or exempt $17,900 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: SUMMER NATIONAL CONVENTION

    total $28,147 · related or exempt $28,147 · 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 $348,252 · related or exempt $0 · unrelated business $0 · excluded $348,252

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

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

  • 5 · Royalties

    total $18,373 · related or exempt $18,373 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $172,374 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $172,374 · personal property $0

  • 6d · Net rental income or loss

    total $172,374 · related or exempt $45,793 · unrelated business $126,581 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $225,379 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $225,379 · other assets $0

  • 7d · Net gain or loss

    total $225,379 · related or exempt $225,379 · unrelated business $0 · excluded $0

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

    $0

  • 10a · Gross sales of inventory

    $353,581

  • 10b · Cost of goods sold

    $148,763

  • 10c · Net income from sales of inventory

    total $204,818 · related or exempt $204,818 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $312,881 · program services $88,338 · management and general $224,543

  • 7 · Other salaries and wages

    total $1,241,689 · program services $833,333 · management and general $296,594 · fundraising $111,762

  • 8 · Pension plan contributions

    total $36,053 · management and general $36,053

  • 9 · Other employee benefits

    total $303,474 · program services $162,754 · management and general $102,218 · fundraising $38,502

  • 10 · Payroll taxes

    total $125,458 · program services $72,376 · management and general $45,217 · fundraising $7,865

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $3,070 · management and general $3,070

  • 11c · Fees: accounting

    total $18,710 · management and general $18,710

  • 12 · Advertising and promotion

    total $62,323 · program services $56,421 · management and general $241 · fundraising $5,661

  • 13 · Office expenses

    total $161,740 · program services $65,530 · management and general $90,818 · fundraising $5,392

  • 14 · Information technology

    total $93,243 · program services $56,423 · management and general $22,047 · fundraising $14,773

  • 15 · Royalties

    total $4,171 · program services $4,171

  • 16 · Occupancy

    total $276,559 · management and general $276,559

  • 17 · Travel

    total $12,340 · management and general $10,755 · fundraising $1,585

  • 19 · Conferences, conventions and meetings

    total $96,428 · program services $96,428

  • 21 · Payments to affiliates

    total $10,000 · management and general $10,000

  • 22 · Depreciation, depletion and amortization

    total $113,548 · program services $2,478 · management and general $106,971 · fundraising $4,099

  • 23 · Insurance

    total $89,593 · program services $8,333 · management and general $81,260

  • 24a · Other expenses: Miscellaneous

    total $91,178 · program services $83,273 · management and general $7,905

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $729,796 · end of year $802,790

  • 2 · Savings and temporary cash investments

    beginning of year $444,841 · end of year $343,917

  • 3 · Pledges and grants receivable

    beginning of year $0

  • 4 · Accounts receivable

    beginning of year $58,249 · end of year -$113,809

  • 5 · Loans and receivables from officers and key people

    beginning of year $17,621 · end of year $17,621

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $376,618 · end of year $442,549

  • 9 · Prepaid expenses and deferred charges

    beginning of year $108,788 · end of year $119,593

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

    $5,023,298

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

    $4,220,316

  • 10c · Land, buildings and equipment, net

    beginning of year $711,133 · end of year $802,982

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $21,346,427 · end of year $21,519,326

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $303,318 · end of year $492,287

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $28,045 · end of year $28,483

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,344,248 · end of year $7,417,053

  • 27 · Net assets without donor restrictions

    beginning of year $12,190,901 · end of year $11,979,828

  • 28 · Net assets with donor restrictions

    beginning of year $3,984,261 · end of year $4,074,618

Mission and programs · 2024

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 $341,535 · Grants $34,441 · Revenue $355,898

  • 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 $540,657 · Grants $399,420 · Revenue $491,265

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

    Expenses $174,966 · Grants $127,408 · Revenue $10,063

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

    Expenses $127,470 · Grants $61,204 · Revenue $47,461

  • 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 $262,419 · Grants $213,197 · Revenue $7,937

  • 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 $52,106 · Grants $36,680 · Revenue $30,017

  • 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 $30,705 · Revenue $50,185

As filed on the 2024 return.

Listed in Part VII

  • Douglas Keene

    PRESIDENT

    Total calculated
    $78,154
    From this org
    $78,154
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Veronica Kearns

    Finance Director

    Total calculated
    $64,237
    From this org
    $64,237
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Juliana Cesano

    SECRETARY

    Total calculated
    $60,682
    From this org
    $60,682
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Steve Schweizer

    DIRECTOR

    Total calculated
    $27,656
    From this org
    $27,656
    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
2024
Filed
13 February 2026
IRS schema version
2024v5.0
Source object
202600449349300605

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