Civic Intelligence

Theosophical Investment Trust

990 • Fiscal year 2012 • EIN 36-6054362

Apr 01, 2011 to Mar 31, 2012 • Filed on Feb 14, 2013

Organization ProfileWWW.THEOSOPHICAL.ORG
PO Box 27060187
Siviq Scores

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

Liabilities / Assets

93rd percentile

1.00x

Higher debt load relative to assets than 93% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

25th percentile

-3.0%

Faster asset growth than 25% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$14,048,648

Down $432,616 (-3.0%) from 2011

Net Assets

Flat

$0

Flat from 2011

Liabilities

Down

$14,048,648

Down $432,616 (-3.0%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$88,866

Up $13,635 (+18%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2012

Assets$14,048,648
Liabilities$14,048,648
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$88,866
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2011 to Mar 31, 2012
Signed
Feb 14, 2013
Return Version
2011v1.5
Gross Receipts
$3,622,093
Mission and Program Overview

Mission

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.

Filing and Contact Details

Filer

EIN
36-6054362
Raw XML AppendixShowing 400 of 403 raw XML fields

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE TRUST HAS ADOPTED THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE TRUST HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED MARCH 31, 2012. THE TRUST FILES A RETURN IN THE U.S. FEDERAL JURISDICTION. THE RETURNS OF THE TRUST FOR FISCAL YEARS 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1OTHER CHANGES IN VALUE OF AMOUNT DUE TO THEOSOPHICAL SOCIETY IN AMERICA -306,568.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2POOLED INCOME FUND CONTRIBUTIONS 1,382. REALIZED GAINS ON INVESTMENTS 159,936.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1PART XI, LINE 8 - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2PART XII, LINE 4B - OTHER ADJUSTMENTS:
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IRS990ScheduleO/GeneralExplanation/Explanation0THE THEOSOPHICAL INVESTMENT TRUST WAS ESTABLISHED FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA (#36-2167934). UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, TRANSFERS OF ASSETS TO A NOT-FOR-PROFIT ORGANIZATION OR CHARTIABLE TRUST THAT RAISES OR HOLDS CONTRIBUTIONS FOR OTHERS, THE TRUST AND SOCIETY ARE CONSIDERED TO BE FINANCIALLY INTERRELATED ORGANIZATIONS. THEREFORE, ALL AMOUNTS HELD BY THE TRUST ARE LIABILITIES DUE TO THE SOCIETY. THE SOCIETY, IN TURN, REFLECTS ITS BENEFICIAL INTEREST IN THE AMOUNTS DUE FROM THE TRUST AS AN ASSET.
IRS990ScheduleO/GeneralExplanation/Explanation1THE 990 IS FIRST REVIEWED BY THE ORGANIZATION'S SECRETARY AND IS THEN SUBMITTED FOR REVIEW BY THE ORGANIZATION'S AUDIT COMMITTEE.
IRS990ScheduleO/GeneralExplanation/Explanation2FORM 990, PART V, LINE 2A THE THEOSOPHICAL INVESTMENT TRUST DOES NOT HAVE ANY PAID OFFICERS OR EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST EITHER IN PERSON OR BY EMAIL AS A PDF.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST EITHER IN PERSON OR BY EMAIL AS A PDF.
IRS990ScheduleO/GeneralExplanation/Explanation5TIM BOYD, ED ABDILL, AND NANCY SECREST SERVE AS OFFICERS FOR THE THEOSOPHICAL SOCIETY IN AMERICA.
IRS990ScheduleO/GeneralExplanation/Explanation6NET UNREALIZED LOSSES ON INVESTMENTS: -140,714. OTHER CHANGES IN VALUE OF AMOUNT DUE TO THEOSOPHICAL SOCIETY IN AMERICA -306,568. TOTAL TO FORM 990, PART XI, LINE 5: -447,282.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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IRS990/TotalExpensesCurrentYear088866
IRS990/TotalExpensesPriorYear075231
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices088866
IRS990/TotalFunctionalExpenses/Total088866
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY014481264
IRS990/TotalLiabilitiesBOY014481264
IRS990/TotalLiabilities/EOY014048648
IRS990/TotalLiabilitiesEOY014048648
IRS990/TotalLiabNetAssetsFundBalances/BOY014481264
IRS990/TotalLiabNetAssetsFundBalances/EOY014048648
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY00
IRS990/TotalNetAssetsFundBalances/EOY00
IRS990/TotalOtherCompensation014404
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense088866
IRS990/TotalReportableCompFrmRltdOrgs042834
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0536148
IRS990/TotalRevenue/ExclusionAmount0534766
IRS990/TotalRevenuePriorYear0607324
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0536148
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransactionRelatedEntity00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationOther0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0WWW.THEOSOPHICAL.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01955
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0366054362
ReturnHeader/Filer/Name/BusinessNameLine10THEOSOPHICAL INVESTMENT TRUST
ReturnHeader/Filer/NameControl0THEO
ReturnHeader/Filer/Phone06306681571
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 270
ReturnHeader/Filer/USAddress/City0WHEATON
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060187
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-02-14
ReturnHeader/Officer/Name0MR AUGIE HIRT
ReturnHeader/Officer/Phone06306681571
ReturnHeader/Officer/Title0CFO
ReturnHeader/PreparerFirm/EIN0410746749
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101301 W 22ND ST STE 1100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0OAK BROOK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode060523
ReturnHeader/Preparer/Name0GREGORY S ADAMS
ReturnHeader/Preparer/Phone06305738600
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-04-01

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,048,648
Liabilities
$14,048,648
Net assets
$0
Revenue
-
Expenses
$88,866
Net income
-
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