Civic Intelligence

Theosophical Investment Trust

EIN 36-6054362 • 501(c)3 • Wheaton, IL

Profile

The Theosophical Investment Trust receives and holds property and invests monies solely for the interest of the Theosophical Society in America, an Illinois Nonprofit Corporation (#36-2167934). The Trust receives and holds property and invests monies solely in the interests of the Society. Income derived from the Trust is paid at least annually to the Society for general purposes.

P O Box 270Wheaton, IL 60187

www.theosophical.org

Siviq Scores

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

Liabilities / Assets

94th percentile

1.00x

Higher debt load relative to assets than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

99th percentile

44.77x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

93rd percentile

64%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

22nd percentile

$78,154

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$21,739,238

Up $210,673 (+1.0%) from 2024

Liabilities

Up

$21,739,238

Up $210,673 (+1.0%) from 2024

Net Assets

Flat

$0

Flat from 2024

Revenue

Up

$485,591

Up $39,342 (+8.8%) from 2024

Expenses

Up

$176,784

Up $10,017 (+6.0%) from 2024

Net Income

Up

$308,807

Up $29,325 (+10%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $14,481,264Liabilities 2011: $14,481,264Net Assets 2011: $02011Assets 2012: $14,048,648Liabilities 2012: $14,048,648Net Assets 2012: $02012Assets 2013: $14,369,545Liabilities 2013: $14,369,545Net Assets 2013: $02013Assets 2014: $15,269,986Liabilities 2014: $15,269,986Net Assets 2014: $02014Assets 2015: $15,450,409Liabilities 2015: $15,450,409Net Assets 2015: $02015Assets 2016: $14,806,741Liabilities 2016: $14,806,741Net Assets 2016: $02016Assets 2017: $15,865,602Liabilities 2017: $15,865,602Net Assets 2017: $02017Assets 2018: $17,340,094Liabilities 2018: $17,340,094Net Assets 2018: $02018Assets 2019: $16,886,204Liabilities 2019: $16,886,204Net Assets 2019: $02019Assets 2020: $15,051,195Liabilities 2020: $15,051,195Net Assets 2020: $02020Assets 2021: $20,398,592Liabilities 2021: $20,398,592Net Assets 2021: $02021Assets 2022: $20,022,012Liabilities 2022: $20,022,012Net Assets 2022: $02022Assets 2023: $18,795,127Liabilities 2023: $18,795,127Net Assets 2023: $02023Assets 2024: $21,528,565Liabilities 2024: $21,528,565Net Assets 2024: $02024Assets 2025: $21,739,238Liabilities 2025: $21,739,238Net Assets 2025: $02025

Highlighted filing

2025

Assets$21,739,238
Liabilities$21,739,238
Net Assets$0

Operations Trend

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

$600K$400K$200K$0Expenses 2011: $75,2312011Expenses 2012: $88,8662012Expenses 2013: $111,7022013Revenue 2014: $359,940Expenses 2014: $116,058Net Income 2014: $243,8822014Revenue 2015: $340,775Expenses 2015: $115,145Net Income 2015: $225,6302015Revenue 2016: $321,876Expenses 2016: $140,174Net Income 2016: $181,7022016Revenue 2017: $344,834Expenses 2017: $121,668Net Income 2017: $223,1662017Revenue 2018: $375,582Expenses 2018: $138,566Net Income 2018: $237,0162018Revenue 2019: $429,460Expenses 2019: $129,222Net Income 2019: $300,2382019Revenue 2020: $406,774Expenses 2020: $149,705Net Income 2020: $257,0692020Revenue 2021: $282,526Expenses 2021: $143,632Net Income 2021: $138,8942021Revenue 2022: $291,520Expenses 2022: $159,403Net Income 2022: $132,1172022Revenue 2023: $359,650Expenses 2023: $142,190Net Income 2023: $217,4602023Revenue 2024: $446,249Expenses 2024: $166,767Net Income 2024: $279,4822024Revenue 2025: $485,591Expenses 2025: $176,784Net Income 2025: $308,8072025

Highlighted filing

2025

Revenue$485,591
Expenses$176,784
Net Income$308,807

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$21.7$21.7$0.00$0.49$0.18$0.31
2024Detailed filing. Detailed filing data is available for this year.$21.5$21.5$0.00$0.45$0.17$0.28
2023Detailed filing. Detailed filing data is available for this year.$18.8$18.8$0.00$0.36$0.14$0.22
2022Detailed filing. Detailed filing data is available for this year.$20.0$20.0$0.00$0.29$0.16$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$20.4$0.00$0.28$0.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$15.1$15.1$0.00$0.41$0.15$0.26
2019Detailed filing. Detailed filing data is available for this year.$16.9$16.9$0.00$0.43$0.13$0.30
2018Detailed filing. Detailed filing data is available for this year.$17.3$17.3$0.00$0.38$0.14$0.24
2017Detailed filing. Detailed filing data is available for this year.$15.9$15.9$0.00$0.34$0.12$0.22
2016Detailed filing. Detailed filing data is available for this year.$14.8$14.8$0.00$0.32$0.14$0.18
2015Detailed filing. Detailed filing data is available for this year.$15.5$15.5$0.00$0.34$0.12$0.23
2014Detailed filing. Detailed filing data is available for this year.$15.3$15.3$0.00$0.36$0.12$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$14.4$0.00$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$14.0$0.00$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$14.5$0.00$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 10, 2026
Return Version
2024v5.0
Gross Receipts
$485,591
Mission and Program Overview

Mission

Theosophical investment trust was established for the benefit of the theosophical society in america, an illinois nonprofit corporation (#36-2167934). The trust receives and holds property and invests monies solely in the interest of the society. Income derived from the trust is paid at least annually to the society for general purposes.

The Theosophical Investment Trust was established for the benefit of the Theosophical Society in America (#36-2167934). The Trust receives and holds property and invests monies solely in the interest of the Society. Income derived from the Trust is paid at least annually to the Society for general purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,827,321$21,135,085▲ $307,764
Savings and Temporary Cash Investments$700,244$603,153▼ $97,091
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$21,528,565$21,739,238▲ $210,673
Liabilities
Other Liabilities$21,528,565$21,739,238▲ $210,673
Total Liabilities$21,528,565$21,739,238▲ $210,673
Net Assets / Fund Balance
Net Assets With Donor Restrictions$0$0→ $0
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$21,528,565$21,739,238▲ $210,673
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Douglas KeeneTSA President / Trustee-$78,154$78,154
Floyd KetteringVice-Chair / SecretaryPT$18,000$18,000

Board Members and Trustees

NameTitle
Jay KernChair / Trustee
Bob HutchinsonTrustee
Malini LavappaTrustee
Susanna RobinsonTrustee
Rozi UlicsTSA Vice-Pres / Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Northern Trust CoInvestment Management Fees50 S LaSalle St, Chicago, IL 60603$153,437
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$485,591
Other Revenue
$0
Change in Net Assets
$308,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,784
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
Fees for Service Investment Mgmnt Fees$153,437--$153,437
Fees for Services Accounting$23,002--$23,002
Office Expenses$345--$345
Total Functional Expenses$176,784$0$0$176,784
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to the Theosophical Society$21,739,238
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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

The Form 990 is first reviewed by the organizations Secretary and then is submitted for review by the organizations audit committee.

Form 990, Part VI, Section C, Line 19

The organization will make a copy of these documents available by mail or email upon request. The organization does not maintain a WEB site.

Filing and Contact Details

Filer

Filer Name
Theosophical Investment Trust
EIN
36-6054362
Phone
6306681571
Address
P O Box 270, Wheaton, IL 60187

Signing Officer

Name
Floyd Kettering
Title
Secretary
Phone
6306681571
Signed
2026-02-10

Organization Details

Principal Officer
Floyd Kettering
Formed
1955
Legal Domicile
Il
Voting Board Members
7
Independent Board Members
4
Employees
0
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Invests monies solely in the interest of the Theosophical Society in America. All income derived from the Trust is paid at least annually to the Society for general purposes.

Form 990, Part XI, Line 9

Other changes in value of the amount due to the Theosophical Society in America.

Form 990, Part XII, Line 2C

The organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent CPA firm. This process has not changed from the prior year.

Raw XML Appendix390 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.

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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362167934
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0308808
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Theosophical Society in America
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0308808
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021739238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to the Theosophical Society
IRS990ScheduleD/TotalLiabilityAmt021739238
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Invests monies solely in the interest of the Theosophical Society in America. All income derived from the Trust is paid at least annually to the Society for general purposes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is first reviewed by the organizations Secretary and then is submitted for review by the organizations audit committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization will make a copy of these documents available by mail or email upon request. The organization does not maintain a WEB site.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Other changes in value of the amount due to the Theosophical Society in America.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization's Audit Committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent CPA firm. This process has not changed from the prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Theosophical Society in America
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0362167934
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Encourage open-minded inquiry into religions, philosophy, and science.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0P O Box 270
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Wheaton
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060187
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0Transfer of net income earned on investments
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule R, Part V, Line 2
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0308807
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Income minus expenses
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0The Theosophical Society in America
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt021528565
IRS990/TotalAssetsEOYAmt021739238
IRS990/TotalAssetsGrp/BOYAmt021528565
IRS990/TotalAssetsGrp/EOYAmt021739238
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0176784
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176784
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021528565
IRS990/TotalLiabilitiesEOYAmt021739238
IRS990/TotalLiabilitiesGrp/BOYAmt021528565
IRS990/TotalLiabilitiesGrp/EOYAmt021739238
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0176784
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0485591
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0485591
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021528565
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt021739238
IRS990/TotReportableCompRltdOrgAmt096154
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01926 N Main St
IRS990/USAddress/CityNm0Wheaton
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060187
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd01
ReasonableCauseExplanation/ExplanationTxt0Requested and received an automatic six month extension, form 8868.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Floyd Kettering
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06306681571
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THEOSOPHICAL INVESTMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0THEO
ReturnHeader/Filer/EIN0366054362
ReturnHeader/Filer/PhoneNum06306681571
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 270
ReturnHeader/Filer/USAddress/CityNm0Wheaton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060187
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02026-02-11T12:41:36-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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