TPhilanthropy, Voluntarism & GrantmakingEIN: 366054362· Ruling Year: 1958

Theosophical Investment Trust

Wheaton, Illinois

BHealth Score
59B

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Above Average

How This Organization Compares

Compared to 8 peers in Philanthropy, Voluntarism & Grantmaking with $100K-$1M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.00×
Peer Median13.69×
💰
$360K
Total Revenue
📊
$142K
Total Expenses
🏦
$0
Net Assets
📋
$18.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+23.4%
Year-over-year change (2022 → 2023)
Net Margin
+60.5%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.00
Net assets divided by total expenses
Liabilities-to-Assets
100.0%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$359,65023%$142,19011%$18,795,1276%
2022$291,5203%$159,40311%$20,022,0122%
2021$282,52631%$143,6324%$20,398,59236%
2020$406,7745%$149,70516%$15,051,19511%
2019$429,46014%$129,2227%$16,886,2043%
2018$375,5829%$138,56614%$17,340,0949%
2017$344,8347%$121,66813%$15,865,6027%
2016$321,8766%$140,17422%$14,806,7414%
2015$340,7753%$115,1458%$15,450,4091%
2014$331,6848%$106,1523%$15,249,5726%
2013$360,21633%$102,61015%$14,352,6892%
2012$536,148592%$88,86615%$14,048,6483%
2011$77,519$77,519$14,481,264

Frequently Asked Questions

What does Theosophical Investment Trust do?

Theosophical Investment Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in Illinois. It is classified under NTEE code T90Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Theosophical Investment Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Theosophical Investment Trust.

How much revenue does Theosophical Investment Trust generate?

Theosophical Investment Trust reports $486K in annual revenue and holds $21.7M in total assets, based on IRS filings.

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Theosophical Investment Trust — Wheaton, IL | GiveScope