TRANSAMERICA INSTITUTE: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRANSAMERICA INSTITUTE (EIN 26-0731198)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-29
- IRS object ID
- 202231809349101303
- Schema version
- 2021v4.0
- 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
- Form 990-PF
- Schedule B
- Legal Fees Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-29T11:58:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 421508032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BGHN ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 51ST ST NE | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260731198 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSAMERICA INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRAN | BusinessNameControlTxt |
| Phone | 3193553075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 C STREET SW C/O TAX DEPARTMENT | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52499 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WERKMAN | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3193555341 | PhoneNum |
| Signature | 2022-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | WERKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A GREIF | PreparerPersonNm |
| PTIN | P00096554 | PTIN |
| Phone | 3193668400 | PhoneNum |
| Preparation | 2022-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $123,385 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,020,293 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $1,020,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,665 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $4,665 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,015,628 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,015,628 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,020,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,020,293 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,020,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,020,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $0 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,961 | CashBOYAmt |
| Cash EOY | $79,425 | CashEOYAmt |
| Cash EOYFMV | $79,425 | CashEOYFMVAmt |
| Acct Rcvbl | $39,793 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,645 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,793 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,793 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $31,748 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,167 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,167 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $97,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,385 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $123,385 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,645 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $71,257 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $31,748 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,167 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,393 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $75,424 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $47,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $97,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,385 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,961 | TotNetAstOrFundBalancesBOYAmt |
| Subtotal | $47,961 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $47,961 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.TRANSAMERICAINSTITUTE.ORG | WebsiteAddressTxt |
| Individual With Books | CATHERINE COLLINSON | IndividualWithBooksNm |
| Phone | 3193553075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 C STREET SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE COLLINSON | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | CEO/PRES/DIR | 36.00 | $0 | $0 | $0 |
| PATRICIA VOGT ROWEY | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | VICE PRESIDE | 36.00 | $0 | $0 | $0 |
| STEVEN D WEINBERG | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | SECRETARY | 1.00 | $0 | $0 | $0 |
| GREGORY E MILLER-BREETZ | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | DEPUTY SECRE | 0.50 | $0 | $0 | $0 |
| GARY WERKMAN | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | ASSISTANT TR | 0.50 | $0 | $0 | $0 |
| SCOTT ALBERTSON | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KENT G CALLAHAN | ||||||||
| ONE GLENDALE PKWY SUITE 1050 | ATLANTA | GA | 30328 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SEAN CASSIDY | ||||||||
| 600 13TH STREET NW SUITE 400B | WASHINGTON | DC | 20005 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| PHIL ECKMAN | ||||||||
| 408 SAINT PETER ST SUITE 230 | ST PAUL | MN | 55102 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MAURICE PERKINS | ||||||||
| 600 13TH STREET NW SUITE 400B | WASHINGTON | DC | 20005 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| KARYN POLAK | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JAMIE POSTON | ||||||||
| 1801 CALIFORNIA STREET | DENVER | CO | 80202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JULIE QUINLAN | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| FRANK SOTTOSANTI | ||||||||
| 1801 CALIFORNIA STREET | DENVER | CO | 80202 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| HOLLY WATERS | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARRIS INSIGHTS & ANALYTICS | |||||
| 300 N LASALLE ST STE 5575 | CHICAGO | IL | 60654 | RESEARCH | $305,600 |
| WEBER SHANDWICK | |||||
| 800 NORMAN CENTER DRIVE STE 400 | MINNEAPOLIS | MN | 55437 | RESEARCH | $185,535 |
| WYPR 881FM | |||||
| 2216 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | PUBLIC RELATION | $76,180 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONDUCTED 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 FOUR BYLINE ARTICLES. | Description1Txt |
| Expenses1 | $434,109 | Expenses1Amt |
| Description2 | CONDUCTED 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 THOUSAND PLUS WEBSITE VISITORS. | Description2Txt |
| Expenses2 | $299,676 | Expenses2Amt |
| Description3 | CREATED WEEKLY PODCAST THAT EXPLORES A BROAD RANGE OF ISSUES AND SHARES PRACTICAL TIPS RELATED TO HEALTH AND WELLNESS, EMPLOYMENT, FINANCIAL LITERACY, AND RETIREMENT. 40+ EPISODES. | Description3Txt |
| Expenses3 | $70,320 | Expenses3Amt |
| Description4 | DEVELOPED EDUCATIONAL CONTENT FOR TOPICS INCLUDING HEALTH INSURANCE COVERAGE, HEALTH CARE OPTIONS, AND NUTRITION. PRODUCED SEVEN HEALTH AND HEALTH-INSURANCE RELATED GUIDES AND PUBLISHED UPDATED EDITIONS OF FOUR HEALTHY COOKBOOKS. | Description4Txt |
| Expenses4 | $16,422 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $89,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,994 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $89,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,432 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,432 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $4,432 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,432 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,020,293 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,020,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,432 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,061,121 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,093,312 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,161,310 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,204,266 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,100,195 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,620,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,020,293 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,015,861 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,636,065 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,061,121 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,574,944 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,093,312 | ExcessFromYear4Amt |
| Excess From Year3 | $1,161,310 | ExcessFromYear3Amt |
| Excess From Year2 | $1,204,266 | ExcessFromYear2Amt |
| Excess From Year1 | $1,100,195 | ExcessFromYear1Amt |
| Excess From Current Year | $1,015,861 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRANSAMERICA LIFE INSURANCE COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6400 C ST SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52499 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,020,293 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,665 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,665 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| BOY Book Value | $31,748 | BOYBookValueAmt |
| EOY Book Value | $4,167 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUDIT FEES | $13,965 | $13,965 |
| EDUCATIONAL MATERIAL | $16,422 | $16,422 |
| PUBLIC RELATIONS | $297,921 | $297,921 |
| RENT | $181,137 | $181,137 |
| RESEARCH | $434,109 | $434,109 |
| WEB DIGITAL | $72,074 | $72,074 |