2024-02-15T16:20:36-07:00 2023-03-31 990 2022-04-01 362167934 THEOSOPHICAL SOCIETY IN AMERICA THEO 6306681571 PO BOX 270 WHEATON IL 60187 Carrie Horton Chief Financial Officer 6305581571 2024-02-10 Carrie Horton 999009999 1 0 11 0 AAL2 X 2022 2023-04-26 12:10:37Z CARRIE HORTON PO BOX 270 WHEATON IL 60187 2580895 0 X WWW.THEOSOPHICAL.ORG X 1911 IL 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. 8 7 49 3 0 0 1696122 1581682 285073 241739 25453 25476 633476 451487 2640124 2300384 0 0 0 0 1917325 2055977 0 2175 182389 1200180 1444552 3117505 3502704 -477381 -1202320 22823765 22495383 6597287 6741997 16226478 15753386 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. 0 0 587641 567644 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. 594305 467449 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. 226908 172525 LIBRARY, RESEARCH CENTER AND ARCHIVES - INCLUDES THE ACQUISITION, CIRCULATION AND COLLECTION MANAGEMENT OF THE OLCOTT LIBRARY AND NATIONAL ARCHIVES 149783 123111 MAGAZINE - INCLUDES THE ACQUISITION OF MATERIAL, EDITING, DESIGN, PRINTING AND DISTRIBUTION OF THE QUEST, A QUARTERLY JOURNAL OF THEOSOPHICAL SUBJECTS. 119984 105355 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 173992 91777 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. 20449 38487 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. 464208 0 358730 1873062 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 49 1 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 0 1 1 0 1 1 0 0 1 1 1 1 0 X MRS CARRIE HORTON 6305581571 PO BOX 270 WHEATON IL 60187 PAUL THOMPSON FINANCE DIRECTOR 40 0 X 78700 0 0 BARBARA HEBERT PRESIDENT 40.00 1 X X 65036 0 0 DAVID BRUCE SECRETARY 40 0 X 47515 0 0 STEVE SCHWEIZER DIRECTOR 28 0 X 34523 0 0 FLOYD KETTERING TREASURER 20 1 X 18000 0 0 KATHRYN GANN DIRECTOR 2 2 X 0 0 0 DOUGLAS KEENE VICE PRESIDENT 2 0 X X 0 0 0 WALLACE RAINEY DIRECTOR 2 0 X 0 0 0 VAN LY DIRECTOR 2 0 X 0 0 0 NOY CHOUNRAMANY DIRECTOR 2 0 X 0 0 0 ROZI ULICS DIRECTOR 2 0 X 0 0 0 243774 0 0 0 0 0 0 0 0 132777 0 0 0 1448905 0 1581682 PROGRAM SERVICE FEES 611710 241739 241739 0 0 0 0 0 0 241739 25476 0 0 25476 0 0 0 0 24918 0 0 24918 50128 0 0 0 50128 0 50128 0 0 50128 0 0 0 656952 280511 376441 376441 0 0 0 2300384 618180 0 100522 310533 52057 258476 1325599 893705 328121 103773 293989 155685 117601 20703 125856 62253 56542 7061 3522 3522 249001 191284 48928 8789 2175 2175 55519 1031 54488 44217 1599 42618 141498 87028 47054 7416 71615 18208 38566 14841 38822 38822 380403 135802 244601 6531 3497 3034 9577 9577 125565 7639 117926 80000 7500 72500 SPEAKERS/WRITERS EXPENSE 106720 106720 0 0 COMMISSIONS ON SALES 45479 45479 0 0 86083 68250 3236 14597 3502704 1873062 1447253 182389 514759 595920 692187 693349 2469 0 56236 74298 18824 490820 469807 50790 135523 4839800 3992311 914687 847489 20016279 19660173 85538 0 22823765 22495383 591202 308190 37140 29397 5968945 6404410 6597287 6741997 X 11490202 11485407 4736276 4267979 16226478 15753386 22823765 22495383 X -1202320 0 0 0 0 729228 X 0 0 0 X 1577249 1498639 1692368 1696122 1581682 8046060 704062 726402 606892 777599 693227 3508182 187594 264857 215707 285073 0 953231 2468905 2489898 2514967 2758794 2274909 12507473 1000000 900000 900000 842551 880650 4523201 1000000 900000 900000 842551 880650 4523201 7984272 25483 36602 32994 38110 25476 158665 25483 36602 32994 38110 25476 158665 45594 55647 208523 115287 0 425051 2539982 2582147 2756484 2912191 2300385 13091189 0.60990 0.6129 0.01212 0.0113 X Schedule A, Part III, Line 12 THERE WAS ZERO OTHER INCOME FOR 2022 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 57300 X 0 4723946 0 575890 0 157289 0 5142547 4564543 0 291520 0 132117 0 4723946 4329495 0 373942 0 138894 0 4564543 4735531 0 -148967 0 257069 0 4329495 4262463 414653 295888 0 237473 0 4735531 0.6 0.39 0.01 1 1 1 216624 0 216624 2784058 0 2488134 295924 194047 0 182871 11176 1587771 0 1321306 266465 57300 0 0 57300 847489 19660173 F 0 19660173 2809 FUNDS HELD FOR MEMBERS AND OTHERS 6401601 6404410 Schedule D, Part III, Line 1 COLLECTION ITEMS ACQUIRED THROUGH DONATION ARE NOT CAPITALIZED BY THE SOCIETY. ACCORDINGLY, SUCH CONTRIBUTIONS ARE NOT RECOGNIZED IN THE STATEMENTS OF ACTIVITIES. PROCEEDS FROM DEACCESSIONS OR INSURANCE RE COVERIES ARE REFLECTED ON THE STATEMENTS OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. FOR FURTHER NOTE: THIS IS THE GENERAL POLICY FOLLOWED BY THE ORGANIZATION, HOWEVER, OVER THE COURSE OF ITS EXISTENCE, CERTAIN ITEMS HAVE BEEN CAPITALIZED DEPENDING ON THE NATURE OF THE ITEM RECEIVED. Schedule D, Part III, Line 4 THE ORGANIZATION'S COLLECTION ITEMS CONSIST OF COLLECTIONS OF ART AND ARTIFACTS. RARE BOOKS AND PERIODICALS ARE MAINTAINED FOR RESEARCH PURPOSES IN PHILOSOPHY AND RELIGION. ARTIFACTS ARE MAINTAINED AS THEY RELATE TO DIVERSE CULTURES, RELIGIONS, PERSONS OF NOTE, AND THE HISTORY OF THE SOCIETY. ART IS OFTEN CONSIDERED A PART OF OUR SECOND OBJECTIVE AND THE SUBJECT HAS OFTEN BEEN DEBATED WHETHER IT SHOULD BE INCLUDED. MOST OF OUR MEMBERS BELIEVE THAT ART PLAYS AN IMPORTANT ROLE IN PHILOSOPHY, CULTURE AND RELIGION. Schedule D, Part V, Line 4 THE TEN ENDOWMENT FUNDS WERE ESTABLISHED TO SUPPORT A VARIETY OF PROGRAMS CONDUCTED BY THE SOCIETY. Form 990, Part VI, Section A, Line 6 THE ORGANIZATION HAS MEMBERS Form 990, Part VI, Section A, Line 7a MEMBERS ELECT ALL MEMBERS OF THE BOARD OF DIRECTORS Form 990, Part VI, Section B, Line 11b THE 990 IS FIRST REVIEWED BY THE ORGANIZATIONS CHIEF FINANCIAL OFFICERAND IS THEN SUBMITTED FOR REVIEW BY THE ORGANIZATIONS TREASURER AND AUDIT COMMITTEE. Form 990, Part VI, Section B, Line 15 THE PRESIDENT OF THE SOCIETY IS AN ELECTED POSITION BY THE ENTIRE MEMBERSHIP. THE BOARD OF DIRECTORS AUTHORIZES THE COMPENSATION OF THE PRESIDENT, WHICH IS NOT TO EXCEED FOUR TIMES THE LOWEST PAID FULL-TIME SALARIED STAFF MEMBER. THE COMPENSATION OF ALL OTHER PERSONNEL, INCLUDING MANAGEMENT, ARE DETERMINED BY THE PRESIDENT COMMENSURATE WITH THEIR BACKGROUND, TRAINING, EXPERIENCE, COMPETENCE, LENGTH OF SERVICE AND NEEDS, ACCORDING TO THE AVAILABLE BUDGETARY RESOURCES APPROVED BY THE NATIONAL BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 THE ORGANIZATION WILL MAKE A COPY OF THESE DOCUMENTS AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 PAYMENTS RECEIVED FROM THE THEOSOPHICAL INVESTMENT TRUST THE THEOSOPHICAL INVESTMENT TRUST PO BOX 270 WHEATON IL 60187 366054362 MANAGEMENT OF FUNDS FOR THE BENEFIT OF THE THEOSOPHICAL SOCIETY IN AMERICA IL 501(c)(3) 12A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1