STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TRANSAMERICA INSTITUTE: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
TRANSAMERICA INSTITUTE (EIN 26-0731198)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-19
IRS object ID
202301709349100020
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-19T16:56:39-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN421508032PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BGHN ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11845 51ST ST NEAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52402ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN260731198EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRANSAMERICA INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRANBusinessNameControlTxt
Phone3193553075PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16400 C STREET SW C/O TAX DEPARTMENTAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52499ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT ALBERTSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3193555341PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastALBERTSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A GREIFPreparerPersonNm
PTINP00096554PTIN
Phone3193668400PhoneNum
Preparation2023-06-19PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$144,101FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$965,338ContriRcvdRevAndExpnssAmt
Total Rev And Expnss$965,338TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$6,200LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$6,200LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$906,635OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$906,635OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$912,835TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$912,835TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$912,835TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$912,835TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$52,503ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,425CashBOYAmt
Cash EOY$51,513CashEOYAmt
Cash EOYFMV$51,513CashEOYFMVAmt
Acct Rcvbl$40,085AcctRcvblAmt
Acct Rcvbl BOY$39,793AcctRcvblBOYAmt
Acct Rcvbl EOY$40,085AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$40,085AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$4,167PrepaidExpensesBOYAmt
Other Assets EOY$52,503OtherAssetsEOYAmt
Other Assets EOYFMV$52,503OtherAssetsEOYFMVAmt
Total Assets BOY$123,385TotalAssetsBOYAmt
Total Assets EOY$144,101TotalAssetsEOYAmt
Total Assets EOYFMV$144,101TotalAssetsEOYFMVAmt
Accounts Payable BOY$71,257AccountsPayableBOYAmt
Accounts Payable EOY$43,637AccountsPayableEOYAmt
Other Liabilities BOY$4,167OtherLiabilitiesBOYAmt
Total Liabilities BOY$75,424TotalLiabilitiesBOYAmt
Total Liabilities EOY$43,637TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$47,961RetainedEarningBOYAmt
Retained Earning EOY$100,464RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$47,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$100,464TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$123,385TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$144,101TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$47,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$52,503ExcessRevenueOverExpensesAmt
Subtotal$100,464SubtotalAmt
Tot Net Ast Or Fund Balances EOY$100,464TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateIAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.TRANSAMERICAINSTITUTE.ORGWebsiteAddressTxt
Individual With BooksCATHERINE COLLINSONIndividualWithBooksNm
Phone3193553075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16400 C STREET SWAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52499ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHERINE COLLINSON
6400 C STREET SWCEDAR RAPIDSIA52499CEO/PRES/DIR36.00$0$0$0
CHRISTOPHER CONRAD
6400 C STREET SWCEDAR RAPIDSIA52499VICE PRESIDE1.00$0$0$0
STEVEN D WEINBERG
1201 WILLS ST SUITE 800BALTIMOREMD21231SECRETARY1.00$0$0$0
GREGORY E MILLER-BREETZ
1201 WILLS ST SUITE 800BALTIMOREMD21231DEPUTY SECRE1.00$0$0$0
KATIE HELGENS
6400 C STREET SWCEDAR RAPIDSIA52499TREASURER, D1.00$0$0$0
AMANDA TRASK
6400 C STREET SWCEDAR RAPIDSIA52499ASSISTANT TR1.00$0$0$0
SCOTT ALBERTSON
6400 C STREET SWCEDAR RAPIDSIA52499DIRECTOR1.00$0$0$0
JOLENE CRITTENDEN
6400 C ST SWCEDAR RAPIDSIA52499DIRECTOR1.00$0$0$0
SEAN CASSIDY
600 13TH STREET NW SUITE 400BWASHINGTONDC20005DIRECTOR1.00$0$0$0
PHIL ECKMAN
408 SAINT PETER ST SUITE 230ST PAULMN55102DIRECTOR1.00$0$0$0
MAURICE PERKINS
600 13TH STREET NW SUITE 400BWASHINGTONDC20005DIRECTOR1.00$0$0$0
ANDREW WILLIAMS
1201 WILLS ST SUITE 800BALTIMOREMD21231DIRECTOR1.00$0$0$0
JAMIE POSTON
1801 CALIFORNIA STREETDENVERCO80202DIRECTOR1.00$0$0$0
JULIE QUINLAN
6400 C STREET SWCEDAR RAPIDSIA52499DIRECTOR1.00$0$0$0
HOLLY WATERS
6400 C STREET SWCEDAR RAPIDSIA52499DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HARRIS INSIGHTS & ANALYTICS
300 N LASALLE ST STE 5575CHICAGOIL60654RESEARCH$314,900
WEBER SHANDWICK
800 NORMAN CENTER DRIVE STE 400MINNEAPOLISMN55437RESEARCH$186,489
WYPR 881FM
2216 NORTH CHARLES STREETBALTIMOREMD21218PUBLIC RELATION$70,320
POWER THRU CONSULTING
444 NE 62ND ST APT 1CMIAMIFL33138RESEARCH$54,000

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1CONDUCTED RESEARCH ON RETIREMENT SECURITY AND THE INTERSECTIONS OF HEALTH AND FINANCIAL WELL-BEING, INCLUDING SURVEYS AND SURVEY REPORTS OF WORKERS AND EMPLOYERS REGARDING WORKPLACE BENEFITS AND GENERAL RETIREMENT PREPAREDNESS. PRODUCED SIX RESEARCH REPORTS AND TWO BYLINE ARTICLES.Description1Txt
Expenses1$456,400Expenses1Amt
Description2CONDUCTED PUBLIC RELATIONS, TRADITIONAL MEDIA RELATIONS, AND DIGITAL OUTREACH (I.E., WEBSITE, SOCIAL MEDIA) TO HELP EDUCATE THE PUBLIC ON TRENDS, ISSUES, AND OPPORTUNITIES RELATED TO RETIREMENT SECURITY, WORKPLACE BENEFITS, LONGEVITY, AND HEALTH CARE COVERAGE AND WELLNESS. MORE THAN SIX-THOUSAND ONLINE MEDIA PLACEMENTS; CO-HOSTED ONE EVENT; FOURTEEN WEBINARS AND SPEAKING ENGAGEMENTS; AND ONE-HUNDRED TWENTY-FIVE THOUSAND PLUS WEBSITE VISITORS.Description2Txt
Expenses2$329,223Expenses2Amt
Description3CREATED WEEKLY PODCAST THAT EXPLORES A BROAD RANGE OF ISSUES AND SHARES PRACTICAL TIPS RELATED TO HEALTH AND WELLNESS, EMPLOYMENT, FINANCIAL LITERACY, AND RETIREMENT. 50+ EPISODES.Description3Txt
Expenses3$70,320Expenses3Amt
Description4DEVELOPED EDUCATIONAL CONTENT FOR TOPICS INCLUDING HEALTH INSURANCE COVERAGE, HEALTH CARE OPTIONS, AND NUTRITION. PRODUCED A NEW HEALTHY COOKBOOK AMD FOUR HEALTH-RELATED EDUCATIONAL OUTREACH CAMPAIGNS.Description4Txt
Expenses4$39,157Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,953AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$89,953TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$89,953AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,349CashDeemedCharitableAmt
Net Vl Noncharitable Assets$88,604NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,430MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,430MinimumInvestmentReturnAmt
Distributable Before Adj$4,430DistributableBeforeAdjAmt
Distributable Before Ded$4,430DistributableBeforeDedAmt
Distributable As Adjusted$4,430DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$912,835ExpensesAndContributionsAmt
Qualifying Distributions$912,835QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,430DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,093,312ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,161,310ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,204,266ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,100,195ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,015,861ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,574,944TotalExcessDistributionCyovAmt
Qualifying Distributions$912,835QualifyingDistributionsAmt
Applied To Current Year$4,430AppliedToCurrentYearAmt
Remaining Distri From Corpus$908,405RemainingDistriFromCorpusAmt
Total Corpus$6,483,349TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,093,312ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,390,037ExcessDistriCyovToNextYrAmt
Excess From Year4$1,161,310ExcessFromYear4Amt
Excess From Year3$1,204,266ExcessFromYear3Amt
Excess From Year2$1,100,195ExcessFromYear2Amt
Excess From Year1$1,015,861ExcessFromYear1Amt
Excess From Current Year$908,405ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRANSAMERICA LIFE INSURANCE COMPANYBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16400 C ST SWAddressLine1Txt
CityCEDAR RAPIDSCityNm
State AbbreviationIAStateAbbreviationCd
ZIP52499ZIPCd
FieldValueIRS element (for citing)
Total Contributions$965,338TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,200LegalFeesAmt
Disbursements Charitable Prps$6,200DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescWEBSITE DEVELOPMENTDesc
EOY Book Value$52,503EOYBookValueAmt
EOYFMV$52,503EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescREFUNDABLE ADVANCEDesc
BOY Book Value$4,167BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEES$11,535$11,535
EDUCATIONAL MATERIAL$39,157$39,157
PUBLIC RELATIONS$327,915$327,915
RESEARCH$456,400$456,400
WEB DIGITAL$71,628$71,628