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Theosophical Investment Trust

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$446k (2024)

Expenses
$167k (2024)

Total Assets
$21.5M (2024)

Total Liabilities
$21.5M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$446,249
Expenses
$166,767
Net Income
$279,482
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $446,249
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,528,565
Total Liabilities $21,528,565
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Douglas Keene (Tsa President / Trustee) $0 $63,603 $0
Floyd Kettering (Vice Chair / Secretary) $0 $18,000 $0
Bob Hutchinson (Trustee) $0 $0 $0
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Chair / Trustee) $0 $0 $0
Rozi Ulics (Tsa Vice Pres / Trustee) $0 $0 $0
Michael Cushing (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending March
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$359,650
Expenses
$142,190
Net Income
$217,460
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $359,650
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,795,127
Total Liabilities $18,795,127
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Barbara Hebert (Tsa President / Trustee) $0 $65,036 $1,626
Floyd Kettering (Vice Chair / Secretary) $0 $18,000 $0
Guru Prasad (Trustee) $0 $0 $0
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Chair / Trustee) $0 $0 $0
Douglas Keene (Tsa Vice Pres / Trustee) $0 $0 $0
Lynn Gilliland (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending March
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$291,520
Expenses
$159,403
Net Income
$132,117
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $291,520
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,022,012
Total Liabilities $20,022,012
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Guru Prasad (Trustee) $0 $0 $0
Barbara Hebert (Tsa President / Trustee) $0 $74,585 $3,613
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Chair / Trustee) $0 $0 $0
Kathryn Gann (Tsa Vice President / Trust) $0 $0 $0
Floyd Kettering (Vice Chair / Secretary) $0 $18,000 $0
Lynn Gilliland (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending March
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$282,526
Expenses
$143,632
Net Income
$138,894
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $282,526
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,398,592
Total Liabilities $20,398,592
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Guru Prasad (Trustee) $0 $0 $0
Barbara Hebert (Tsa President / Trustee) $0 $56,693 $1,461
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Chair / Trustee) $0 $0 $0
Kathryn Gann (Tsa Vice President / Trust) $0 $0 $0
Floyd Kettering (Vice Chair / Secretary) $0 $18,000 $0
Lynn Gilliland (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending March
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$406,774
Expenses
$149,705
Net Income
$257,069
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $406,774
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,051,195
Total Liabilities $15,051,195
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Guru Prasad (Trustee) $0 $0 $0
Barbara Hebert (Tsa President / Trustee) $0 $52,952 $1,639
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Chair / Trustee) $0 $0 $0
Kathryn Gann (Tsa Vice President / Trustee) $0 $0 $0
Floyd Kettering (Vice Chair / Secretary) $0 $18,000 $0

Document Links

Fiscal Year Ending March
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$429,460
Expenses
$129,222
Net Income
$300,238
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $429,460
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,886,204
Total Liabilities $16,886,204
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
John Kern (Chair/Trustee) $0 $0 $0
Guru Prasad (Trustee) $0 $0 $0
Barbara Hebert (Trustee) $0 $52,344 $1,635
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Vice Chair / Trustee) $0 $0 $0
Kathryn Gann (Trustee) $0 $0 $0
Floyd Kettering (Secretary) $0 $18,000 $0
Tim Boyd (Former Trustee) $0 $27,500 $0

Document Links

Fiscal Year Ending March
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$375,582
Expenses
$138,566
Net Income
$237,016
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $375,582
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,340,094
Total Liabilities $17,340,094
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
John Kern (Chair/Trustee) $0 $0 $0
Guru Prasad (Trustee) $0 $0 $0
Barbara Hebert (Trustee) $0 $23,266 $355
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Vice Chair / Trustee) $0 $0 $0
Kathryn Gann (Trustee) $0 $0 $0
Floyd Kettering (Secretary) $0 $18,000 $0
Tim Boyd (Past Trustee) $0 $41,714 $0

Document Links

Fiscal Year Ending March
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$344,834
Expenses
$121,668
Net Income
$223,166
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $344,834
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,865,602
Total Liabilities $15,865,602
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
John Kern (Chair/Trustee) $0 $0 $0
Gurur Prasad (Trustee) $0 $0 $0
Tim Boyd (Trustee) $0 $53,105 $20,033
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Vice Chair / Trustee) $0 $0 $0
Barbara Hebert (Trustee) $0 $0 $0
Floyd Kettering (Secretary) $0 $18,000 $0

Document Links

Fiscal Year Ending March
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$321,876
Expenses
$140,174
Net Income
$181,702
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $321,876
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,806,741
Total Liabilities $14,806,741
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
John Kern (Chair/Trustee) $0 $0 $0
Peter Sellon (Vice Chair/Trustee) $0 $0 $0
Tim Boyd (Trustee) $0 $51,131 $17,142
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Trustee) $0 $0 $0
Barbara Hebert (Trustee) $0 $0 $0
Floyd Kettering (Secretary) $0 $19,500 $0

Document Links

Fiscal Year Ending March
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$340,775
Expenses
$115,145
Net Income
$225,630
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $340,775
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,450,409
Total Liabilities $15,450,409
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
John Kern (Chair/Trustee) $0 $0 $0
Peter Sellon (Vice Chair/Trustee) $0 $0 $0
Tim Boyd (Trustee) $0 $49,193 $17,089
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Trustee) $0 $0 $0
Barbara Hebert (Trustee) $0 $0 $0
Floyd Kettering (Secretary) $0 $16,500 $0

Document Links

Fiscal Year Ending March
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$331,684
Expenses
$106,152
Net Income
$225,532
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $331,684
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,249,572
Total Liabilities $15,249,572
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
John Kern (Chair/Trustee) $0 $0 $0
Peter Sellon (Vice Chair/Trustee) $0 $0 $0
Tim Boyd (Trustee) $0 $49,519 $14,405
Nancy Secrest (Trustee) $0 $0 $0
Susanna Robinson (Trustee) $0 $0 $0
Jay Kern (Trustee) $0 $0 $0
Ed Abdill (Trustee) $0 $0 $0
Floyd Kettering (Secretary) $0 $18,000 $0

Document Links

Fiscal Year Ending March
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$360,216
Expenses
$102,610
Net Income
$257,606
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $360,216
100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,352,689
Total Liabilities $14,352,689
Net Assets $0

Document Links

Fiscal Year Ending March
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$536,148
Expenses
$88,866
Net Income
$447,282
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,382
0.3%
Program Services $0
Investment Income $374,830
69.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $159,936
29.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,048,648
Total Liabilities $14,048,648
Net Assets $0

Document Links

Fiscal Year Ending March
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$77,519
Expenses
$77,519
Net Income
$0
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $337,683
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$260,164
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $14,481,264
Total Liabilities $14,481,264
Net Assets $0

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending March
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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