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Nonprofit · EIN 36-2167934

THEOSOPHICAL SOCIETY IN AMERICA

Tax-exempt · WHEATON, IL 60187

Financials

$2.3M$3.5M2022$2.7M$2.9M2023$2.7M$3.1M2024
Revenue Expenses · by fiscal year end
Financials of THEOSOPHICAL SOCIETY IN AMERICA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$2,726,256$3,052,458-$326,202$23,992,269$7,937,823$16,054,446
March 31, 2024990 (amended)$2,713,334$2,889,312-$175,978$23,850,773$7,675,611$16,175,162
March 31, 2023990$2,300,384$3,502,704-$1,202,320$22,495,383$6,741,997$15,753,386
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$1,431,449
Membership dues
$107,536
Program service revenue
$325,611
Investment income
$573,631
Royalties
$18,373
Net rental income
$172,374
Net gain from sales of assets
$225,379
Net income from sales of inventory
$204,818
Other revenue
$395,565

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$312,881
Other salaries and wages
$1,241,689
Salaries, compensation and benefits (total)
$2,019,555
Professional fundraising fees
$0
Legal fees
$3,070
Accounting fees
$18,710
Occupancy
$276,559
Travel
$12,340
Depreciation
$113,548
Program services (functional)
$1,529,858
Management and general (functional)
$1,332,961
Fundraising (functional)
$189,639

Balance sheet and other

Total assets, start of year
$23,850,773
Total assets, end of year
$23,992,269
Total liabilities, end of year
$7,937,823
Net assets, end of year
$16,054,446
Land, buildings and equipment
$802,982
Net assets without donor restrictions
$11,979,828
Net assets with donor restrictions
$4,074,618
Gross unrelated business income
$126,581
Gross receipts
$2,875,019
Employees
46
Volunteers
2
Year formed
1911
State of legal domicile
IL

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DOUGLAS KEENEPRESIDENT
Trustee or director, Officer, Key employee
40$78,154
Veronica KearnsFinance Director
Key employee
40$64,237
JULIANA CESANOSECRETARY
Officer
40$60,682
STEVE SCHWEIZERDIRECTOR
Trustee or director
23$27,656
FLOYD KETTERINGTREASURER
Officer
10$18,000
ROZI ULICSVICE PRESIDENT
Trustee or director, Officer
2$0
LINDA DORRDIRECTOR
Trustee or director
10$0
ANDREW BARKERDIRECTOR
Trustee or director
2$0
PEGGY HUEBELDIRECTOR
Trustee or director
2$0
NOY CHOUNRAMANYDIRECTOR
Trustee or director
2$0
SUSANNA HOEPFL-WELLENHOFFERDIRECTOR
Trustee or director
10$0
990 for the year ended March 31, 2024: 10 people
NameTitleHours / weekCompensation
DOUGLAS KEENEPRESIDENT
Trustee or director, Officer, Key employee
40$67,063
JULIANA CESANOSECRETARY
Officer
40$52,814
STEVE SCHWEIZERDIRECTOR
Trustee or director
23$33,466
FLOYD KETTERINGTREASURER
Officer
10$18,000
ROZI ULICSVICE PRESIDENT
Trustee or director, Officer
2$0
LINDA DORRDIRECTOR
Trustee or director
10$0
ANDREW BARKERDIRECTOR
Trustee or director
2$0
PEGGY HUEBELDIRECTOR
Trustee or director
2$0
NOY CHOUNRAMANYDIRECTOR
Trustee or director
2$0
SUSANNA HOEPFL-WELLENHOFFERDIRECTOR
Trustee or director
10$0
990 for the year ended March 31, 2023: 11 people
NameTitleHours / weekCompensation
PAUL THOMPSONFINANCE DIRECTOR
Officer
40$78,700
BARBARA HEBERTPRESIDENT
Trustee or director, Officer
40$65,036
DAVID BRUCESECRETARY
Officer
40$47,515
STEVE SCHWEIZERDIRECTOR
Trustee or director
28$34,523
FLOYD KETTERINGTREASURER
Officer
20$18,000
KATHRYN GANNDIRECTOR
Trustee or director
2$0
DOUGLAS KEENEVICE PRESIDENT
Trustee or director, Officer
2$0
WALLACE RAINEYDIRECTOR
Trustee or director
2$0
VAN LYDIRECTOR
Trustee or director
2$0
NOY CHOUNRAMANYDIRECTOR
Trustee or director
2$0
ROZI ULICSDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 270, WHEATON, IL 60187-0270
Principal officer (990 for 2024)
Theosophical Society in America, PO Box 270, Wheaton, IL 60187
Signed the 990
Veronica Kearns, Finance Director
Phone
(630) 668-1571

Mission

The objectives of the Theosophical Society in America are to form a nucleus of the universal brotherhood of humanity, without distinction of race, creed, sex, caste or color. To encourage the comparative study of religion, philosophy and science. To investigate unexplained laws of nature and the powers latent in humanity. Information about Theosophy is provided through lectures, conventions, broadcasting and published materials.

990 for the year ended March 31, 2025

Program accomplishments

  • PUBLISHING HOUSE AND BOOK SHOP - INCLUDES THE PRINTING AND DISTRIBUTION OF QUEST BOOKS THROUGH TRADE DISTRIBUTORS AS WELL AS DIRECT MAIL AND INTERNET SALES. THE QUEST BOOK SHOP IS A RETAIL OUTLET FOR QUEST BOOKS AND OTHER RELATED PUBLICATIONS AND ITEMS.
    Expenses $341,535 · grants $34,441 · revenue $355,898
  • EDUCATION - INCLUDES THE DEVELOPMENT OF TRAINING MATERIALS, COURSES, PAMPHLETS AND INTERNET MATERIAL FOR PRESENTATION TO MEMBERS AND THE PUBLIC DIRECTLY AS WELL AS THROUGH THE INTERNET AND SOCIAL MEDIA.
    Expenses $540,657 · grants $399,420 · revenue $491,265
  • LIBRARY, RESEARCH CENTER AND ARCHIVES - INCLUDES THE ACQUISITION, CIRCULATION AND COLLECTION MANAGEMENT OF THE OLCOTT LIBRARY AND NATIONAL ARCHIVES
    Expenses $174,966 · grants $127,408 · revenue $10,063
  • MAGAZINE - INCLUDES THE ACQUISITION OF MATERIAL, EDITING, DESIGN, PRINTING AND DISTRIBUTION OF THE QUEST, A QUARTERLY JOURNAL OF THEOSOPHICAL SUBJECTS.
    Expenses $127,470 · grants $61,204 · revenue $47,461
  • AUDIO/VISUAL - INCLUDES THE AUDIO AND VIDEO TAPING, EDITING, DUPLICATION, ARCHIVING AND DISTRIBUTION OF PROGRAMS PRESENTED AT VARIOUS THEOSOPHICAL EVENTS. THIS ALSO INCLUDES THE LIVE WEBCASTING OF PROGRAMS FROM THE NATIONAL HEADQUARTERS
    Expenses $262,419 · grants $213,197 · revenue $7,937
  • MEMBERSHIP AND NATIONAL GROUP DEVELOPMENT - INCLUDES THE PREPARATION AND DISTRIBUTION OF MATERIALS TO MEMBERS OF THE NATIONAL LODGE, AND THE PLANNING AND IMPLEMENTATION OF LECTURES AND TRAINING PROGRAMS FOR LOCAL GROUPS THROUGHOUT THE UNITED STATES.
    Expenses $52,106 · grants $36,680 · revenue $30,017
  • EVENTS AND CONFERENCES - INCLUDES THE PLANNING, PROMOTION, AND PRODUCTION OF VARIOUS PROGRAMS AT THE NATIONAL HEADQUARTERS OR AT OTHER LOCATIONS AROUND THE UNITED STATES. THIS ALSO INCLUDES GROUP TOURS OF RELAVENT THEOSOPHICAL LOCALS.
    Expenses $30,705 · revenue $50,185

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
36-2167934
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1939
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$23,992,269
Income (IRS master file)
$2,875,019

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$2,726,256$3,052,458$23,992,269XML
990March 2024$2,713,334$2,889,312$23,850,773IRS
990March 2023$2,300,384$3,502,704$22,495,383XML
990March 2022$2,640,124$3,117,505$22,823,765IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2167934).

Questions about THEOSOPHICAL SOCIETY IN AMERICA

What is the EIN of THEOSOPHICAL SOCIETY IN AMERICA?
The employer identification number (EIN) of THEOSOPHICAL SOCIETY IN AMERICA is 36-2167934.
Is THEOSOPHICAL SOCIETY IN AMERICA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1939.
Are donations to THEOSOPHICAL SOCIETY IN AMERICA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THEOSOPHICAL SOCIETY IN AMERICA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THEOSOPHICAL SOCIETY IN AMERICA due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THEOSOPHICAL SOCIETY IN AMERICA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of THEOSOPHICAL SOCIETY IN AMERICA?
The 990 for the year ended March 31, 2025 names Theosophical Society in America.
Who are the officers and directors of THEOSOPHICAL SOCIETY IN AMERICA?
The 990 for the year ended March 31, 2025 lists 11 people; 5 received compensation from the organization, the highest $78,154 (DOUGLAS KEENE, PRESIDENT).
How much revenue does THEOSOPHICAL SOCIETY IN AMERICA have?
On its 990 for the year ended March 31, 2025 it reported revenue of $2,726,256, expenses of $3,052,458 and total assets of $23,992,269 at year end.

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