TRANSAMERICA INSTITUTE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRANSAMERICA INSTITUTE (EIN 26-0731198)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-16
- IRS object ID
- 202512899349100116
- Schema version
- 2024v5.0
- 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
- Amortization Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-16T13:16:01-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | AMANDA TRASK | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 3193555341 | PhoneNum |
| Signature | 2025-09-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER L GERBER | PreparerPersonNm |
| PTIN | P00662402 | PTIN |
| Phone | 3193668400 | PhoneNum |
| Preparation | 2025-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,036,562 | 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 | $5,705,912 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $5,705,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,358 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,358 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $859,862 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $859,862 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $345 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $878,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $863,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $863,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,827,127 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,465 | CashBOYAmt |
| Cash EOY | $48,654 | CashEOYAmt |
| Cash EOYFMV | $48,654 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $22,091 | AcctRcvblBOYAmt |
| Grants Receivable EOY | $4,813,916 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $4,813,916 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $1,038 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $58,754 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $58,754 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $98,324 | OtherAssetsBOYAmt |
| Other Assets EOY | $115,238 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $115,238 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $174,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,036,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,036,562 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $26,557 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,358 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,038 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $58,754 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,595 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62,112 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $147,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,974,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,974,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $174,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,036,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,827,127 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,974,450 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,974,450 | 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 | Yes (true) | 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/CHA | 36.00 | $0 | $0 | $0 |
| CHRISTOPHER CONRAD | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| DANIEL GOODMAN | ||||||||
| 1201 WILLS ST SUITE 800 | BALTIMORE | MD | 21231 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ELIZABETH SMITH | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | ASSISTANT SE | 0.50 | $0 | $0 | $0 |
| KATE KUMAR | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | TREASURER, D | 0.50 | $0 | $0 | $0 |
| AMANDA TRASK | ||||||||
| 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 |
| JOLENE CRITTENDEN | ||||||||
| 6400 C ST SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| SEAN CASSIDY | ||||||||
| 600 13TH STREET NW SUITE 400B | WASHINGTON | DC | 20005 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| CASEY HARRELL | ||||||||
| 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MAURICE PERKINS | ||||||||
| 600 13TH STREET NW SUITE 400B | WASHINGTON | DC | 20005 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOSH RUNDLE | ||||||||
| 6400 C ST SW | CEDAR RAPIDS | IA | 52499 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARIJN SMIT | ||||||||
| 1801 CALIFORNIA ST | 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 |
| ANDREW WILLIAMS | ||||||||
| 1201 WILLS ST SUITE 800 | BALTIMORE | MD | 21231 | 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 SUITE 5575 | CHICAGO | IL | 60654 | RESEARCH | $316,000 |
| WEBER SHANDWICK | |||||
| 800 NORMAN CENTER DRIVE STE 400 | MINNEAPOLIS | MN | 55437 | PUBLIC RELATION | $171,515 |
| GLOBAL COALITION | |||||
| 685 THIRD AVE 22ND FLOOR | NEW YORK | NY | 10017 | RESEARCH | $65,000 |
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 CONVENED AN EXPERT ROUNDTABLE. | Description1Txt |
| Expenses1 | $496,185 | 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. IMPLEMENTED A COMPREHENSIVE NEW WEBSITE. MORE THAN 90K WEBSITE VISITORS DURING THE YEAR. MORE THAN 1.2K ONLINE MEDIA PLACEMENTS. 19 WEBINARS/SPEAKING ENGAGEMENTS AND CO-SPONSORED 1 EVENT. | Description2Txt |
| Expenses2 | $302,837 | Expenses2Amt |
| Description3 | PRODUCED BIWEEKLY PODCAST THAT EXPLORES A BROAD RANGE OF ISSUES AND SHARES PRACTICAL TIPS RELATED TO HEALTH AND WELLNESS, EMPLOYMENT, FINANCIAL LITERACY, AND RETIREMENT. 20 NEW EPISODES. | Description3Txt |
| Expenses3 | $49,600 | Expenses3Amt |
| Description4 | DEVELOPED EDUCATIONAL CONTENT FOR TOPICS INCLUDING HEALTH INSURANCE COVERAGE, HEALTH CARE OPTIONS, AND THE SAVER'S CREDIT (TAX CREDIT). THIS EDUCATIONAL COUNTENT WAS DISSEMINATED VIA THE ORGANIZATION'S WEBSITE AND IN SOCIAL MEDIA. | Description4Txt |
| Expenses4 | $3,240 | 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 | $90,018 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,018 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $90,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,350 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $88,668 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $863,565 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $863,565 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $863,565 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $863,565 | RemainingDistriFromCorpusAmt |
| Total Corpus | $863,565 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2024-10-24 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $863,565 | CurrentYearAmt |
| Year1 | $857,443 | Year1Amt |
| Year2 | $912,835 | Year2Amt |
| Year3 | $1,020,293 | Year3Amt |
| Total | $3,654,136 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $863,565 | CurrentYearAmt |
| Year1 | $857,443 | Year1Amt |
| Year2 | $912,835 | Year2Amt |
| Year3 | $1,020,293 | Year3Amt |
| Total | $3,654,136 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,955 | CurrentYearAmt |
| Year1 | $2,607 | Year1Amt |
| Year2 | $2,953 | Year2Amt |
| Year3 | $2,955 | Year3Amt |
| Total | $11,470 | TotalAmt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | ||||||
| 1 | 6400 C ST SW | CEDAR RAPIDS | IA | 52499 | $891,996 | Yes (X) |
| AEGON TRANSAMERICA FOUNDATION | ||||||
| 2 | 6400 C STREET SW | CEDAR RAPIDS | IA | 52499 | $4,813,916 | Yes (X) |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | AMORTIZATION OF WEBSITE | AmortizedExpensesDesc |
| Current Year Amortization | $15,220 | CurrentYearAmortizationAmt |
| Total Amortization | $15,220 | TotalAmortizationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,358 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,358 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE DEVELOPMENT | Desc |
| BOY Book Value | $98,324 | BOYBookValueAmt |
| EOY Book Value | $115,238 | EOYBookValueAmt |
| EOYFMV | $115,238 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $345 | $345 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCE | Desc |
| BOY Book Value | $1,038 | BOYBookValueAmt |
| EOY Book Value | $58,754 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| AUDIT FEES | $8,000 | $8,000 |
| EDUCATIONAL MATERIAL | $3,240 | $3,240 |
| PUBLIC RELATIONS | $279,557 | $279,557 |
| RESEARCH | $496,185 | $496,185 |
| WEB DIGITAL | $72,880 | $72,880 |