Civic Intelligence

Universal Theosophy Fellowship

EIN 23-7425552 • 501(c)3 • Santa Barbara, CA

Profile

Distributes theosophical publications for the benefit of the general public and its members. This group holds meetings and lectures for the benefit of the general public and its members.

1407 Chapala StSanta Barbara, CA 93101

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

3.4%

Higher net margin than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

21st percentile

-11%

Faster revenue growth than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,418,898

Up $109,696 (+8.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,418,898

Up $109,696 (+8.4%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin48th percentile

Revenue

Down

$65,651

Down $10,837 (-14%) from 2024

Expenses

Down

$57,736

Down $2,454 (-4.1%) from 2024

Net Income

Down

$7,915

Down $8,383 (-51%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,081,102Liabilities 2011: $0Net Assets 2011: $1,081,1022011Assets 2012: $1,086,032Liabilities 2012: $0Net Assets 2012: $1,086,0322012Assets 2013: $1,087,373Liabilities 2013: $0Net Assets 2013: $1,087,3732013Assets 2014: $1,131,393Liabilities 2014: $0Net Assets 2014: $1,131,3932014Assets 2015: $1,163,162Liabilities 2015: $0Net Assets 2015: $1,163,1622015Assets 2016: $1,168,854Liabilities 2016: $0Net Assets 2016: $1,168,8542016Assets 2017: $1,225,349Liabilities 2017: $0Net Assets 2017: $1,225,3492017Assets 2018: $1,144,762Liabilities 2018: $0Net Assets 2018: $1,144,7622018Assets 2019: $1,246,342Liabilities 2019: $0Net Assets 2019: $1,246,3422019Assets 2020: $1,341,754Liabilities 2020: $0Net Assets 2020: $1,341,7542020Assets 2021: $1,398,176Liabilities 2021: $0Net Assets 2021: $1,398,1762021Assets 2022: $1,205,359Liabilities 2022: $0Net Assets 2022: $1,205,3592022Assets 2023: $1,269,898Liabilities 2023: $0Net Assets 2023: $1,269,8982023Assets 2024: $1,309,202Liabilities 2024: $0Net Assets 2024: $1,309,2022024Assets 2025: $1,418,898Liabilities 2025: $0Net Assets 2025: $1,418,8982025

Highlighted filing

2025

Assets$1,418,898
Liabilities$0
Net Assets$1,418,898
Open 2025 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $47,5622011Expenses 2012: $52,4482012Revenue 2013: $71,414Expenses 2013: $70,073Net Income 2013: $1,3412013Revenue 2014: $89,978Expenses 2014: $45,958Net Income 2014: $44,0202014Revenue 2015: $80,245Expenses 2015: $48,476Net Income 2015: $31,7692015Revenue 2016: $69,724Expenses 2016: $64,032Net Income 2016: $5,6922016Revenue 2017: $85,165Expenses 2017: $49,181Net Income 2017: $35,9842017Revenue 2018: $70,665Expenses 2018: $66,725Net Income 2018: $3,9402018Revenue 2019: $56,104Expenses 2019: $54,148Net Income 2019: $1,9562019Revenue 2020: $44,957Expenses 2020: $50,058Net Income 2020: -$5,1012020Revenue 2021: $76,106Expenses 2021: $53,726Net Income 2021: $22,3802021Revenue 2022: $67,887Expenses 2022: $65,603Net Income 2022: $2,2842022Revenue 2023: $41,687Expenses 2023: $61,009Net Income 2023: -$19,3222023Revenue 2024: $76,488Expenses 2024: $60,190Net Income 2024: $16,2982024Revenue 2025: $65,651Expenses 2025: $57,736Net Income 2025: $7,9152025

Highlighted filing

2025

Revenue$65,651
Expenses$57,736
Net Income$7,915
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,418,898
Liabilities
$0
Net assets
$1,418,898
Revenue
$65,651
Expenses
$57,736
Net income
$7,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.07$0.06$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.08$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.05$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.09$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.07$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.05$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.07$0.07$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 15, 2026
Return Version
2025v4.0
Gross Receipts
$83,152
Mission and Program Overview

Mission

Distributes theosophical publications for the benefit of the general public and its members. This group holds meetings and lectures for the benefit of the general public and its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,309,202$1,418,898▲ $109,696
Investments in Publicly Traded Securities$569,991$565,670▼ $4,321
Investments Other Securities$316,693$447,028▲ $130,335
Other Notes and Loans Receivable, Net$342,440$342,440→ $0
Land, Buildings, and Equipment, Net$49,707$46,885▼ $2,822
Cash and Non-Interest-Bearing Accounts$18,910$10,903▼ $8,007
Savings and Temporary Cash Investments$11,461$5,972▼ $5,489
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,309,202$1,418,898▲ $109,696
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,309,202$1,418,898▲ $109,696
Total Liabilities and Net Assets / Fund Balance$1,309,202$1,418,898▲ $109,696

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$25,669$141,278$166,947
Other Land Buildings$301$109,850$110,151
Land$20,915-$20,915
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Russel N LewinPresident
Carl NoltSecretary
Danson KiplagatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,361
Program Service Revenue
$0
Investment Income
$41,761
Other Revenue
$15,529
Change in Net Assets
$7,915
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,736
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$19,440$2,160-$21,600
Fees for Service Investment Mgmnt Fees$8,018--$8,018
Fees for Services Accounting$6,853--$6,853
Insurance$3,803--$3,803
Depreciation Depletion$2,822--$2,822
All Other Expenses$1,851--$1,851
Other Expenses$1,653--$1,653
Office Expenses$1,118--$1,118
Total Functional Expenses$55,576$2,160$0$57,736
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed before signing.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Universal Theosophy Fellowship
EIN
23-7425552
Phone
8059644467
Address
1407 Chapala St, Santa Barbara, CA 93101

Signing Officer

Name
Carl Nolt
Title
Secretary
Signed
2026-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russel N Lewin
Formed
1974
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Enrico & Weiss LLP
Address
1809 Cliff Drive Suite E, Santa Barbara, CA 93109
Preparer
Stephen M Enrico CPA
Phone
8059694764
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/BuildingsGrp/BookValueAmt025669
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0141278
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0166947
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020915
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02160
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055576
IRS990/TotalFunctionalExpensesGrp/TotalAmt057736
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceRevenueAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07830
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065651
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IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0755 Westwood Drive
IRS990/USAddress/CityNm0Santa Barbara
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093109
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carl Nolt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Universal Theosophy Fellowship
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0237425552
ReturnHeader/Filer/PhoneNum08059644467
ReturnHeader/Filer/USAddress/AddressLine1Txt01407 Chapala St
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832789313
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Enrico & Weiss LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01809 Cliff Drive Suite E
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093109
ReturnHeader/PreparerPersonGrp/PhoneNum08059694764
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen M Enrico CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-03-15T08:59:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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