Universal Theosophy Fellowship FY2020 filing

Tax-deductible

Santa Barbara, CA501(c)(3)ReligionEIN 23-7425552

Distributes theosophical publications for the benefit of the general public and its members. This group holds meetings and lectures for the benefit of the general public and its members.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $4K a year · 7% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
21 mo
of spending, in cash
Looks good: 21.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$45K
Spent
$50K
To programs
96%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$45K
FY2020
Revenue by fiscal year
FY2020$45K
FY2021$76K
FY2022$68K
FY2023$42K
FY2024$76K
FY2025$66K
Expenses
$50K
FY2020
Expenses by fiscal year
FY2020$50K
FY2021$54K
FY2022$66K
FY2023$61K
FY2024$60K
FY2025$58K
Net assets
$1.3M
FY2020
Net assets by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.2M
FY2023$1.3M
FY2024$1.3M
FY2025$1.4M

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1975.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $48K Management & general 4% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Universal Theosophy Fellowship executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Distributes spiritual books and holds public lectures and meetings.

Provided by the organization

This section is blank until Universal Theosophy Fellowship claims this page.

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1 program service account for $48K of program spending, described in the organization's own filed words · FY2020.
01

Hold theosophical meetings and distribute relevent publications.

$48Kprogram expense

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By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$45K
Ln 12
Other incomeLn 4–11$19K
Investment incomeLn 3$17K
Gifts and grantsLn 1h$9K
Money outPt IX
$50K
Ln 25
Programscol B$48K
Managementcol C$2K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$89K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9K
Investment incomeLn 3$17K
Other incomeLn 4–11$19K
Gains on assetsLn 7$3K
Total revenueLn 12$45K
Assets in detailPt X, end of year
CashLn 1$77K
SavingsLn 2$13K
Cash and savings togetherLn 1–2$89K
InvestmentsLn 11–13$870K
Land, buildings, equipmentLn 10c$40K
Other assetsLn 15$0
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$90K$89K
InvestmentsLn 11–13$770K$870K
Land, buildings, equipmentLn 10c$44K$40K
Total assetsLn 16$1.2M$1.3M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$6K$6K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$880$880
Office expensesLn 13$335$335
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$14K$13K$1K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$5K$5K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$11K$11K
All other expensesLn 24e$4K$3K$485
Total functional expensesLn 25$50K$48K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $66K$58K$8K$1.4M 990 PDF
FY2024 $76K$60K$16K$1.3M 990 PDF
FY2023 $42K$61K−$19K$1.3M 990 PDF
FY2022 $68K$66K$2K$1.2M 990 PDF
FY2021 $76K$54K$22K$1.4M 990 PDF
FY2020 Viewing $45K$50K−$5K$1.3M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $44,957 across 8 lines filed
Lines not itemized here account for $128 of total revenue; see the IRS return.
VIII-1b Membership dues$8,725
VIII-1h Total contributions, gifts and grants$8,725
VIII-3 Investment incomeExcluded from tax $14,084$14,084
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $19,032$19,032
VIII-7 Net gain or loss on sales of assetsRelated to mission $406 · Excluded from tax $2,582$2,988
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $534 · Excluded from tax $35,698$44,957
Part IX · Statement of functional expenses $50,058 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesPrograms $5,632$5,632
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesPrograms $7,666$7,666
IX-11g Other fees for services$0
IX-12 Advertising and promotionPrograms $880$880
IX-13 Office expensesPrograms $335$335
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $12,960 · Management $1,440$14,400
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $4,677$4,677
IX-23 InsurancePrograms $1,851$1,851
IX-24 Other expenses (24a–d)Programs $10,864$10,864
IX-24e All other expensesPrograms $3,268 · Management $485$3,753
IX-25 Total functional expensesPrograms $48,133 · Management $1,925 · Fundraising $0$50,058
Part X · Balance sheet $1,341,754 assets, 16 lines filed
Asset lines not itemized here account for $342,440; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $86,208$76,863
X-2 Savings and temporary cash investmentsStart of year $3,703$12,541
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $44,371$39,694
X-11 Publicly traded securitiesStart of year $769,620$649,470
X-12 Other securities$220,746
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $1,246,342$1,341,754
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,246,342$1,341,754
X-33 Total liabilities and net assetsStart of year $1,246,342$1,341,754
Part XI · Reconciliation of net assets $1,341,754 net assets at year end
XI-1 Total revenue$44,957
XI-2 Total expenses$50,058
XI-3 Revenue less expenses−$5,101
XI-4 Net assets at start of year$1,246,342
XI-5 Net unrealized gains (losses) on investments$100,513
XI-10 Net assets at end of year$1,341,754

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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