Theosophical Society of Boston Trust

990EZ • Fiscal year 2013 • EIN 23-7358060

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 28, 2014

Organization Profile WWW.TSBOSTON.ORG

21 Maple Street02476

(781) 648-0101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.28x

Higher debt load relative to assets than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

4.78x

Higher debt load relative to revenue than 99% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-20%

Higher net margin than 16% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

-1.2%

Faster asset growth than 43% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-9.4%

Faster revenue growth than 33% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets84th percentile

Assets

Down

$218,050

Down $2,580 (-1.2%) from 2012

Net Assets

Down

$157,721

Down $2,580 (-1.6%) from 2012

Liabilities

Flat

$60,329

Flat from 2012

Revenue And Expenses

Liabilities / Revenue99th percentile Net Margin16th percentile

Revenue

Down

$12,629

Down $1,317 (-9.4%) from 2012

Expenses

Down

$15,209

Down $7,907 (-34%) from 2012

Net Income

-$2,580

Up $6,590 (+72%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$218,050

Liabilities$60,329

Net Assets$157,721

Open 2013 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$12,629

Expenses$15,209

Net Income-$2,580

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 28, 2014
Return Version: 2013v3.0
Gross Receipts: $28,285

Mission and Program Overview

Mission

The organization supports the theosophical society in boston (besant lodge), inc. Which is exempt under code section 501(c)(3).

Program Services

Description	Grants	Expenses
THE ORGANIZATION SUPPORTS THE THEOSOPHICAL SOCIETY IN BOSTON (BESANT LODGE), INC. WHICH IS EXEMPT UNDER CODE SECTION 501(C)(3).	$0	$12,889

Compensation and Service Providers

Top Officer Pay73rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
PAUL PETERSON	Trustee	-	$0	-	-
WILLIAM WESTGROVES	Trustee	-	$0	-	-

Filing and Contact Details

Filer

EIN: 23-7358060
Phone: 7816480101

Signing Officer

Name: Paul Peterson
Title: Trustee
Phone: 7816480101
Signed: 2014-04-28
Discuss with paid preparer: Yes

Preparer

Preparer: David a Hentoff CPA
Phone: 6179655700

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: charles schwab dividend income. Amount: 569. Description: charles schwab nondividend income. Amount: 23. Total included on form 990-ez, line 4: 592.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: other income. Amount: 24.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 7,582.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: charles schwab advisor fees. Amount: 106. Description: interest expense. Amount: 1,819. Description: insurance. Amount: 3,481. Description: state filing fee. Amount: 35. Description: pest control. Amount: 135. Description: foreign taxes paid. Amount: 2. Description: unrealized loss on investments. Amount: 866. Total to form 990-ez, line 16: 6,444.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposit - improvements. Beg. Of year amount: 0. End of year amount: 6,900.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: mortgage and other notes payable. Beg. Of year amount: 60,329. End of year amount: 60,329.”

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	0
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	7816480101
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	21 MAPLE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	ARLINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	02476
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	25871
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	23973
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	11902
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	15656
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/EngagedInExcessBenefitTransInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-2580
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1183
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	220630
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	218050
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	111
IRS990EZ/GrossReceiptsAmt	0	28285
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/InvestmentIncomeAmt	0	592
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	194759
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	187177
IRS990EZ/LobbyingActivitiesInd	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MethodOfAccountingAccrualInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	160301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	157721
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	160301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	157721
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	7582
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	PAUL PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	WILLIAM WESTGROVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	TRUSTEE
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherAssetsTotalDetail/BOYAmt	0	0
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	6900
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	6444
IRS990EZ/OtherRevenueTotalAmt	0	24
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	THE ORGANIZATION SUPPORTS THE THEOSOPHICAL SOCIETY IN BOSTON (BESANT LODGE), INC. WHICH IS EXEMPT UNDER CODE SECTION 501(C)(3).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE ORGANIZATION SUPPORTS THE THEOSOPHICAL SOCIETY IN BOSTON (BESANT LODGE), INC. WHICH IS EXEMPT UNDER CODE SECTION 501(C)(3).
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	12889
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SaleOfAssetsGrossAmt	0	15767
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	0
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	MA
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	60329
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	60329
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	15209
IRS990EZ/TotalProgramServiceExpensesAmt	0	12889
IRS990EZ/TotalRevenueAmt	0	12629
IRS990EZ/TransactionWithControlEntInd	0	0
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	0
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	WWW.TSBOSTON.ORG
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	0
IRS990ScheduleA/ContributionControllerInd	0	0
IRS990ScheduleA/ContributionFamilyInd	0	0
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	042443584
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	7
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	11902
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	THE THEOSOPHICAL SOCIETY IN BOSTON (BESANT LODGE) INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	1
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType2Ind	0	X
IRS990ScheduleA/SupportSumAmt	0	11902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: CHARLES SCHWAB DIVIDEND INCOME. AMOUNT: 569. DESCRIPTION: CHARLES SCHWAB NONDIVIDEND INCOME. AMOUNT: 23. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DESCRIPTION: OTHER INCOME. AMOUNT: 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	DESCRIPTION: DEPRECIATION. AMOUNT: 7,582.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	3	DESCRIPTION: CHARLES SCHWAB ADVISOR FEES. AMOUNT: 106. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 1,819. DESCRIPTION: INSURANCE. AMOUNT: 3,481. DESCRIPTION: STATE FILING FEE. AMOUNT: 35. DESCRIPTION: PEST CONTROL. AMOUNT: 135. DESCRIPTION: FOREIGN TAXES PAID. AMOUNT: 2. DESCRIPTION: UNREALIZED LOSS ON INVESTMENTS. AMOUNT: 866. TOTAL TO FORM 990-EZ, LINE 16: 6,444.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	4	DESCRIPTION: DEPOSIT - IMPROVEMENTS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,900.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	5	DESCRIPTION: MORTGAGE AND OTHER NOTES PAYABLE. BEG. OF YEAR AMOUNT: 60,329. END OF YEAR AMOUNT: 60,329.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	5	FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	PAUL PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7816480101
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	THEOSOPHICAL SOCIETY IN BOSTON TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	THEO
ReturnHeader/Filer/EIN	0	237358060
ReturnHeader/Filer/PhoneNum	0	7816480101
ReturnHeader/Filer/USAddress/AddressLine1	0	21 MAPLE STREET
ReturnHeader/Filer/USAddress/City	0	ARLINGTON
ReturnHeader/Filer/USAddress/State	0	MA
ReturnHeader/Filer/USAddress/ZIPCode	0	02476
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	042685300
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	KENNEDY HENTOFF & PATTERSON LLP CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	181 WELLS AVENUE SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	024593344
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6179655700
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2014-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID A HENTOFF CPA
ReturnHeader/ReturnTs	0	2014-04-29T15:23:24-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $218,050
Liabilities: $60,329
Net assets: $157,721
Revenue: $12,629
Expenses: $15,209
Net income: -$2,580

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.66	$0.00	$8.66	$0.24	$0.13	$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$8.54	$0.00	$8.54	$0.18	$0.06	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$8.42	$0.00	$8.42	$7.42	$0.28	$7.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.54	$0.25	$1.28	$0.11	$0.18	$0.07
2020Detailed filing. Detailed filing data is available for this year.	$1.61	$0.25	$1.35	$0.10	$0.17	$0.07
2019Detailed filing. Detailed filing data is available for this year.	$1.68	$0.25	$1.42	$0.20	$0.22	$0.03
2018Detailed filing. Detailed filing data is available for this year.	$1.80	$0.35	$1.45	$0.15	$0.18	$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.84	$0.35	$1.49	$0.22	$0.19	$0.03
2016Detailed filing. Detailed filing data is available for this year.	$1.96	$0.50	$1.45	$0.15	$0.24	$0.10
2015Detailed filing. Detailed filing data is available for this year.	$2.05	$0.50	$1.55	$0.17	$0.20	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$2.18	$0.60	$1.58	$0.16	$0.15	$0.00
2013Detailed filing. Detailed filing data is available for this year.	$2.18	$0.60	$1.58	$0.13	$0.15	$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.21	$0.60	$1.60	$0.14	$0.23	$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.24	$0.56	$1.68	$0.15	$0.36	$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.11	$0.22	$1.89	$0.15	$0.14	$0.01