Civic Intelligence

Theosophical Investment Trust

990 • Fiscal year 2013 • EIN 36-6054362

Apr 01, 2012 to Mar 31, 2013 • Filed on Feb 02, 2015

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.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

44th percentile

2.3%

Faster asset growth than 44% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$14,369,545

Up $320,897 (+2.3%) from 2012

Net Assets

Flat

$0

Flat from 2012

Liabilities

Up

$14,369,545

Up $320,897 (+2.3%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$111,702

Up $22,836 (+26%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2013

Assets$14,369,545
Liabilities$14,369,545
Net Assets$0
Open 2013 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

2013

Revenue-
Expenses$111,702
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2012 to Mar 31, 2013
Signed
Feb 2, 2015
Return Version
2012v3.0
Gross Receipts
$4,487,282
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 Appendix388 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/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY043375
IRS990/AccountsPayableAccruedExpenses/EOY042391
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0THEOSOPHICAL 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.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO BOX 270
IRS990/AddressPrincipalOfficerUS/City0WHEATON
IRS990/AddressPrincipalOfficerUS/State0IL
IRS990/AddressPrincipalOfficerUS/ZIPCode060187
IRS990/AllOtherContributions0375
IRS990/AmendedReturn0X
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CashNonInterestBearing/BOY017670
IRS990/CashNonInterestBearing/EOY016070
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ComplianceWithBackupWitholding01
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear0375
IRS990/ContributionsGrantsPriorYear01382
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DeferredRevenue/BOY0199667
IRS990/DeferredRevenue/EOY0192989
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0INVESTMENT AND MANAGEMENT OF FUNDS FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA (#36-2167934).
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers00
IRS990/ExcessBenefitTransaction00
IRS990/Expense0111702
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ProgramServices013882
IRS990/FeesForServicesAccounting/Total013882
IRS990/FeesForServicesInvstMgmntFees/ProgramServices097820
IRS990/FeesForServicesInvstMgmntFees/Total097820
IRS990/FollowSFAS1170X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/NamePerson0JOHN KERN
IRS990/Form990PartVIISectionA/NamePerson1PETER SELLON
IRS990/Form990PartVIISectionA/NamePerson2TIM BOYD
IRS990/Form990PartVIISectionA/NamePerson3NANCY SECREST
IRS990/Form990PartVIISectionA/NamePerson4SUSANNA ROBINSON
IRS990/Form990PartVIISectionA/NamePerson5JAY KERN
IRS990/Form990PartVIISectionA/NamePerson6ED ABDILL
IRS990/Form990PartVIISectionA/NamePerson7FLOYD KETTERING
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation214092
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs248076
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs717300
IRS990/Form990PartVIISectionA/Title0CHAIR/TRUSTEE
IRS990/Form990PartVIISectionA/Title1VICE CHAIR/TRUSTEE
IRS990/Form990PartVIISectionA/Title2TRUSTEE
IRS990/Form990PartVIISectionA/Title3TRUSTEE
IRS990/Form990PartVIISectionA/Title4TRUSTEE
IRS990/Form990PartVIISectionA/Title5TRUSTEE
IRS990/Form990PartVIISectionA/Title6TRUSTEE
IRS990/Form990PartVIISectionA/Title7SECRETARY
IRS990/Form990ProvidedToGoverningBody00
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementSeparate0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0354662
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities04092564
IRS990/GrossReceipts04487282
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartV0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear0749005
IRS990/InvestmentIncome/ExclusionAmount0394343
IRS990/InvestmentIncomePriorYear0534766
IRS990/InvestmentIncome/TotalRevenueColumn0394343
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY013205141
IRS990/InvestmentsPubTradedSecurities/EOY013811879
IRS990/LessCostOthBasisSalesExpenses/Securities03737902
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THEOSOPHICAL 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.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0MR AUGIE HIRT
IRS990/NbrIndependentVotingMembers04
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY00
IRS990/NetAssetsOrFundBalancesEOY00
IRS990/NetGainOrLossInvestments/ExclusionAmount0354662
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0354662
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith1096018
IRS990/NumberIndependentVotingMembers04
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY042271
IRS990/OtherAssetsTotal/EOY026821
IRS990/OtherExpensePriorYear088866
IRS990/OtherExpensesCurrentYear0111702
IRS990/OtherExplainInSchO0X
IRS990/OtherLiabilities/BOY013805606
IRS990/OtherLiabilities/EOY014134165
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/PartialLiquidation00
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges0-870883
IRS990/ReconcilationRevenueExpenses0637678
IRS990/ReconciliationUnrealizedInvest0233205
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RevenuesLessExpensesCY0637678
IRS990/RevenuesLessExpensesPriorYear0447282
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY0783566
IRS990/SavingsAndTempCashInvestments/EOY0514775
IRS990ScheduleA/CertificationCheckbox0X
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts0234723
IRS990ScheduleA/SupportedOrgInformation/Amount0234723
IRS990ScheduleA/SupportedOrgInformation/EIN0362167934
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10THE THEOSOPHICAL SOCIETY IN AMERICA
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0LINE 9
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990/ScheduleBRequired00
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal0111702
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/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, 2013. THE TRUST FILES A RETURN IN THE U.S. FEDERAL JURISDICTION. THE RETURNS OF THE TRUST FOR FISCAL YEARS 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1POOLED INCOME FUND CONTRIBUTIONS 375. REALIZED GAINS ON INVESTMENTS 354,662.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/OtherLiabilities/Amount0309530
IRS990ScheduleD/OtherLiabilities/Amount113824635
IRS990ScheduleD/OtherLiabilities/Description0ANNUITY OBLIGATION UNDER JENNIFER SNYDER TRUST FUND
IRS990ScheduleD/OtherLiabilities/Description1DUE TO THEOSOPHICAL SOCIETY IN AMERICA
IRS990ScheduleD/OtherRevenuesNotIncluded0355037
IRS990ScheduleD/RevenueNotRptdF99000
IRS990ScheduleD/RevenueNotRptdOnFinStmt0355037
IRS990ScheduleD/RevenueSubtotal0394343
IRS990ScheduleD/TotalExpensesPerForm9900111702
IRS990ScheduleD/TotalOfAmounts014134165
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalRevenuePerForm9900749380
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0111702
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0394343
IRS990/ScheduleJRequired00
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, FOR THOSE WHO APPEAR IN PERSON ONLY. THE ORGANIZATION WILL DISCLOSE COPIES OF THESE DOCUMENTS TO THE PUBLIC ONLY AT THE NATIONAL HEADQUARTERS IN WHEATON, ILLINOIS. THOSE REQUESTING THE COPIES MUST GIVE TWO WEEKS NOTICE AND APPEAR IN PERSON TO COLLECT THE DOCUMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST, FOR THOSE WHO APPEAR IN PERSON ONLY. THE ORGANIZATION WILL DISCLOSE COPIES OF THESE DOCUMENTS TO THE PUBLIC ONLY AT THE NATIONAL HEADQUARTERS IN WHEATON, ILLINOIS. THOSE REQUESTING THE COPIES MUST GIVE TWO WEEKS NOTICE AND APPEAR IN PERSON TO COLLECT THE DOCUMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation5OTHER CHANGES IN VALUE OF AMOUNT DUE TO THEOSOPHICAL SOCIETY IN AMERICA -870,883.
IRS990ScheduleO/GeneralExplanation/Explanation6THE 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.
IRS990ScheduleO/GeneralExplanation/Explanation7THE ORGANIZATION'S RETURN WAS AMENDED TO REFLECT UPDATED FINANCIAL INFORMATION RESULTING FROM THE COMPLETION OF ITS FINANCIAL AUDIT. AS RESULT OF THE CHANGES, REPORTED REVENUES AND EXPENSES REFLECTED ON PAGE 1 OF THE RETURN INCREASED $389,164 AND $9,092, RESPECTIVELY; AND REPORTED ASSETS AND LIABILITIES REFLECTED ON PAGE 11 OF THE RETURN EACH INCREASED $16,856.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/Identifier1AMENDED RETURN
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PAGE 1, SECTION B
IRS990/ScheduleORequired01
IRS990ScheduleR/DividendsRelatedOrganization00
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 270
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0WHEATON
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0IL
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode060187
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0362167934
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0IL
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10THE THEOSOPHICAL SOCIETY IN AMERICA
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0ENCOURAGE OPEN-MINDED INQUIRY OF WORLD RELIGIONS, PHILOSOPHY, AND SCIENCE.
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0LINE 9
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg01
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities00
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990ScheduleR/TransactionsRelatedOrgsTable/AmountInvolved0234723
IRS990ScheduleR/TransactionsRelatedOrgsTable/MethodOfAmtDetermination0CASH PAYMENT
IRS990ScheduleR/TransactionsRelatedOrgsTable/NameOfOtherOrganization/BusinessNameLine10THE THEOSOPHICAL SOCIETY IN AMERICA
IRS990ScheduleR/TransactionsRelatedOrgsTable/TransactionType0R
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0IL
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 270
IRS990/TheBooksAreInCareOf/AddressUS/City0WHEATON
IRS990/TheBooksAreInCareOf/AddressUS/State0IL
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode060189
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MR AUGIE HIRT
IRS990/TheBooksAreInCareOf/TelephoneNumber06306681571
IRS990/TotalAssets/BOY014048648
IRS990/TotalAssetsBOY014048648
IRS990/TotalAssets/EOY014369545
IRS990/TotalAssetsEOY014369545
IRS990/TotalCompGT150K00
IRS990/TotalContributions0375
IRS990/TotalExpensesCurrentYear0111702
IRS990/TotalExpensesPriorYear088866
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices0111702
IRS990/TotalFunctionalExpenses/Total0111702
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY014048648
IRS990/TotalLiabilitiesBOY014048648
IRS990/TotalLiabilities/EOY014369545
IRS990/TotalLiabilitiesEOY014369545
IRS990/TotalLiabNetAssetsFundBalances/BOY014048648
IRS990/TotalLiabNetAssetsFundBalances/EOY014369545
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY00
IRS990/TotalNetAssetsFundBalances/EOY00
IRS990/TotalOtherCompensation014092
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProfFundrsngExpPriorYear00
IRS990/TotalProgramServiceExpense0111702
IRS990/TotalReportableCompFrmRltdOrgs065376
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0749380
IRS990/TotalRevenue/ExclusionAmount0749005
IRS990/TotalRevenuePriorYear0536148
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome00
IRS990/TotalRevenue/TotalRevenueColumn0749380
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TransfersToExemptNonChrtblOrg00
IRS990/TypeOfOrganizationOther0X
IRS990/UnrelatedBusinessIncome00
IRS990/WebSite0WWW.THEOSOPHICAL.ORG
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01955
ReturnHeader/BuildTS02016-04-25 22:37:26Z
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/DateSigned02015-02-02
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/TaxPeriodBeginDate02012-04-01
ReturnHeader/TaxPeriodEndDate02013-03-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02015-03-12T15:40:10-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,369,545
Liabilities
$14,369,545
Net assets
$0
Revenue
-
Expenses
$111,702
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