Civic Intelligence

Universal Theosophy Fellowship

990 • Fiscal year 2020 • EIN 23-7425552

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization ProfileN/A
1407 Chapala StSanta Barbara, CA 93101

(805) 964-4467

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

54th percentile

7.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

23rd percentile

-20%

Faster revenue growth than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,341,754

Up $95,412 (+7.7%) from 2019

Net Assets

Up

$1,341,754

Up $95,412 (+7.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin21st percentile

Revenue

Down

$44,957

Down $11,147 (-20%) from 2019

Expenses

Down

$50,058

Down $4,090 (-7.6%) from 2019

Net Income

Down

-$5,101

Down $7,057 (-361%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2020

Assets$1,341,754
Liabilities$0
Net Assets$1,341,754
Open 2020 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$44,957
Expenses$50,058
Net Income-$5,101
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.0
Gross Receipts
$690,457
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$1,246,342$1,341,754▲ $95,412
Investments in Publicly Traded Securities$769,620$649,470▼ $120,150
Other Notes and Loans Receivable, Net$342,440$342,440→ $0
Investments Other Securities-$220,746-
Cash and Non-Interest-Bearing Accounts$86,208$76,863▼ $9,345
Land, Buildings, and Equipment, Net$44,371$39,694▼ $4,677
Savings and Temporary Cash Investments$3,703$12,541▲ $8,838
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$1,246,342$1,341,754▲ $95,412
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,246,342$1,341,754▲ $95,412
Total Liabilities and Net Assets / Fund Balance$1,246,342$1,341,754▲ $95,412

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,478$126,501$144,979
Other Land Buildings$301$109,850$110,151
Land$20,915-$20,915
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Nandini IyerPresident
Carl NoltSecretary
Danson KiplagatTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,725
Program Service Revenue
$0
Investment Income
$17,072
Other Revenue
$19,160
Change in Net Assets
$-5,101
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$50,058
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$12,960$1,440-$14,400
Fees for Service Investment Mgmnt Fees$7,666--$7,666
Fees for Services Accounting$5,632--$5,632
Depreciation Depletion$4,677--$4,677
All Other Expenses$3,268$485-$3,753
Other Expenses$1,988--$1,988
Insurance$1,851--$1,851
Advertising$880--$880
Office Expenses$335--$335
Total Functional Expenses$48,133$1,925$0$50,058
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, Line 11B: Form 990 Review Process

“Form 990 is reviewed before signing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2021-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nandini Iyer
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
Raw XML Appendix345 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DISTRIBUTES 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.
IRS990/AdvertisingGrp/ProgramServicesAmt0880
IRS990/AdvertisingGrp/TotalAmt0880
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0485
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03268
IRS990/AllOtherExpensesGrp/TotalAmt03753
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ACCOUNTABILITY PLUS
IRS990/BooksInCareOfDetail/PhoneNum08058991936
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0115 S La Cumbre Lane Suite 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Santa Barbara
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093105
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt086208
IRS990/CashNonInterestBearingGrp/EOYAmt076863
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08725
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017072
IRS990/CYOtherExpensesAmt050058
IRS990/CYOtherRevenueAmt019160
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-5101
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt050058
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt044957
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04677
IRS990/DepreciationDepletionGrp/TotalAmt04677
IRS990/Desc0HOLD THEOSOPHICAL MEETINGS AND DISTRIBUTE RELEVENT PUBLICATIONS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt048133
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05632
IRS990/FeesForServicesAccountingGrp/TotalAmt05632
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt07666
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07666
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Nandini Iyer
IRS990/Form990PartVIISectionAGrp/PersonNm1Carl Nolt
IRS990/Form990PartVIISectionAGrp/PersonNm2Danson Kiplagat
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt02582
IRS990/GainOrLossGrp/SecuritiesAmt0406
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt02582
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0635243
IRS990/GrossReceiptsAmt0690457
IRS990/GrossRentsGrp/RealAmt029695
IRS990/GrossSalesOfInventoryAmt0128
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt01851
IRS990/InsuranceGrp/TotalAmt01851
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt014084
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014084
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0220746
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0769620
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0649470
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0236351
IRS990/LandBldgEquipBasisNetGrp/BOYAmt044371
IRS990/LandBldgEquipBasisNetGrp/EOYAmt039694
IRS990/LandBldgEquipCostOrOtherBssAmt0276045
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0634837
IRS990/LessRentalExpensesGrp/RealAmt010663
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt08725
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DISTRIBUTES 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01246342
IRS990/NetAssetsOrFundBalancesEOYAmt01341754
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02582
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0406
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02988
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0128
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0128
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt019032
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019032
IRS990/NetUnrlzdGainsLossesInvstAmt0100513
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01440
IRS990/OccupancyGrp/ProgramServicesAmt012960
IRS990/OccupancyGrp/TotalAmt014400
IRS990/OfficeExpensesGrp/ProgramServicesAmt0335
IRS990/OfficeExpensesGrp/TotalAmt0335
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1Utilities
IRS990/OtherExpensesGrp/Desc2Repairs
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/ProgramServicesAmt03579
IRS990/OtherExpensesGrp/ProgramServicesAmt13175
IRS990/OtherExpensesGrp/ProgramServicesAmt22122
IRS990/OtherExpensesGrp/ProgramServicesAmt31988
IRS990/OtherExpensesGrp/TotalAmt03579
IRS990/OtherExpensesGrp/TotalAmt13175
IRS990/OtherExpensesGrp/TotalAmt22122
IRS990/OtherExpensesGrp/TotalAmt31988
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0342440
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0342440
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Nandini Iyer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt07067
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt027097
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt054148
IRS990/PYOtherRevenueAmt021940
IRS990/PYRevenuesLessExpensesAmt01956
IRS990/PYTotalExpensesAmt054148
IRS990/PYTotalRevenueAmt056104
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5101
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt019032
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01246342
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01341754
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03703
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012541
IRS990ScheduleA/ChurchInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt018478
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0126501
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0144979
IRS990ScheduleD/LandGrp/BookValueAmt020915
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020915
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0301
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0109850
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0110151
IRS990ScheduleD/TotalBookValueLandBuildingsAmt039694
IRS990ScheduleD/TotalBookValueSecuritiesAmt0220746
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01246342
IRS990/TotalAssetsEOYAmt01341754
IRS990/TotalAssetsGrp/BOYAmt01246342
IRS990/TotalAssetsGrp/EOYAmt01341754
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08725
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01925
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048133
IRS990/TotalFunctionalExpensesGrp/TotalAmt050058
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01246342
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01341754
IRS990/TotalProgramServiceExpensesAmt048133
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035698
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0534
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt044957
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01246342
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01341754
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01975 Old San Marcos Rd
IRS990/USAddress/CityNm0Santa Barbara
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093111
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Carl Nolt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
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/ReturnTs02021-05-03T12:30:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Carl
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nolt
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,341,754
Liabilities
$0
Net assets
$1,341,754
Revenue
$44,957
Expenses
$50,058
Net income
-$5,101
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