Civic Intelligence

Theosophy Center Preservation

EIN 26-2953539 • 501(c)3 • Philadelphia, PA

Profile

To act as trustee or sucessor trustee for the benefit of the united lodge of theosphists of philadelphia and to hold title to real estate as such trustee. To provide financial and other support to the united lodge of theosophists of philadelphia.

1917 Walnut StreetPhiladelphia, PA 19103

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

4th percentile

-534%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-16%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

6.7%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$310,957

Down $58,898 (-16%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$310,957

Down $58,898 (-16%) from 2023

Revenue

Up

$11,020

Up $694 (+6.7%) from 2023

Expenses

Up

$69,918

Up $17,402 (+33%) from 2023

Net Income

Down

-$58,898

Down $16,708 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $514,408Liabilities 2018: $0Net Assets 2018: $514,4082018Assets 2019: $500,947Liabilities 2019: $0Net Assets 2019: $500,9472019Assets 2020: $466,993Net Assets 2020: $466,9932020Assets 2021: $485,821Liabilities 2021: $171Net Assets 2021: $485,6502021Assets 2022: $412,045Net Assets 2022: $412,0452022Assets 2023: $369,855Net Assets 2023: $369,8552023Assets 2024: $310,957Net Assets 2024: $310,9572024

Highlighted filing

2024

Assets$310,957
Liabilities-
Net Assets$310,957

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2018: $557,197Expenses 2018: $42,789Net Income 2018: $514,4082018Revenue 2019: $6,134Expenses 2019: $19,595Net Income 2019: -$13,4612019Revenue 2020: $11,732Expenses 2020: $45,686Net Income 2020: -$33,9542020Revenue 2021: $36,964Expenses 2021: $18,307Net Income 2021: $18,6572021Revenue 2022: -$34,438Expenses 2022: $39,167Net Income 2022: -$73,6052022Revenue 2023: $10,326Expenses 2023: $52,516Net Income 2023: -$42,1902023Revenue 2024: $11,020Expenses 2024: $69,918Net Income 2024: -$58,8982024

Highlighted filing

2024

Revenue$11,020
Expenses$69,918
Net Income-$58,898

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$82,792
Mission and Program Overview

Mission

To act as trustee or sucessor trustee for the benefit of the united lodge of theosphists of philadelphia and to hold title to real estate as such trustee. To provide financial and other support to the united lodge of theosophists of philadelphia.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL AND OTHER SUPPORT TO THE UNITED LODGE OF THEOSOPHISTS OF PHILADELPHIA.-$68,515
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN H LEVY MDPresident-$0--
MICHAEL D WAGNERVice President-$0--
JUDITH C SCHOETTLETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Theosophy Center Preservation
EIN
26-2953539
Phone
2155634692
Address
1917 WALNUT STREET, PHILADELPHIA, PA 19103

Signing Officer

Name
Steven H Levy Md
Title
President
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Beucler Kelly & Irwin Ltd
Address
125 STRAFFORD AVE STE 116, WAYNE, PA 19087
Preparer
Janine Bovatsek
Phone
6106883200
Supplemental Narrative

Additional Explanations

Other Expenses.1009

Depreciation $2095

Other Expenses.1012

Insurance $18062

Other Expenses.1

Repairs & maintenance $23201

Other Expenses.2

UTILITIES $15593

Other Expenses.3

REAL ESTATE TAXES $5341

Other Expenses.4

CONTRIBUTIONS $4223

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JUDITH C SCHOETTLE
IRS990EZ/BooksInCareOfDetail/PhoneNum02155634692
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01917 WALNUT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019103
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0369855
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0310957
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt071772
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-58898
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01403
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0369855
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0310957
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-48
IRS990EZ/GrossReceiptsAmt082792
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt011068
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0369855
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0310957
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0369855
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0310957
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN H LEVY MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL D WAGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDITH C SCHOETTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt068515
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ACT AS TRUSTEE OR SUCESSOR TRUSTEE FOR THE BENEFIT OF THE UNITED LODGE OF THEOSPHISTS OF PHILADELPHIA AND TO HOLD TITLE TO REAL ESTATE AS SUCH TRUSTEE. TO PROVIDE FINANCIAL AND OTHER SUPPORT TO THE UNITED LODGE OF THEOSOPHISTS OF PHILADELPHIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL AND OTHER SUPPORT TO THE UNITED LODGE OF THEOSOPHISTS OF PHILADELPHIA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068515
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt071724
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt069918
IRS990EZ/TotalProgramServiceExpensesAmt068515
IRS990EZ/TotalRevenueAmt011020
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0236004879
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt067820
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNITED LODGE OF THEOSOPHISTS OF
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt067820
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $2095
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $18062
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REPAIRS & MAINTENANCE $23201
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UTILITIES $15593
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REAL ESTATE TAXES $5341
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONTRIBUTIONS $4223
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN H LEVY MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THEOSOPHY CENTER PRESERVATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0262953539
ReturnHeader/Filer/PhoneNum02155634692
ReturnHeader/Filer/USAddress/AddressLine1Txt01917 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232371615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEUCLER KELLY & IRWIN LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0125 STRAFFORD AVE STE 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYNE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019087
ReturnHeader/PreparerPersonGrp/PhoneNum06106883200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANINE BOVATSEK
ReturnHeader/ReturnTs02025-11-10T06:23:31-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.