Transamerica Institute
- Assets
- $144.1k
- Revenue
- $965.3k
- Investments
- $0.0
- Employees
- 0
- Location
- Cedar Rapids, IA
- Founding
- 06/2009
- Data as of
- 12/2022
- EIN
- 26-0731198
Organization Overview
Transamerica Institute is located in Cedar Rapids, IA. The organization was established in 2009. According to its NTEE Classification (B60) the organization is classified as: Adult Education, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Transamerica Institute is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Transamerica Institute generated $965.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (5.5%) each year. All expenses for the organization totaled $912.8k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (6.8%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 TWO BYLINE ARTICLES.
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 TWENTY-FIVE THOUSAND PLUS WEBSITE VISITORS.
CREATED 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.
DEVELOPED 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Catherine Collinson Ceo/pres/dir | 36 | $0 | |
Christopher Conrad Vice Preside | 1 | $0 | |
Steven D Weinberg Secretary | 1 | $0 | |
Gregory E Miller-Breetz Deputy Secre | 1 | $0 | |
Katie Helgens Treasurer, D | 1 | $0 | |
Amanda Trask Assistant Tr | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Harris Insights & Analytics | 12/30/22 | $314,900 |
Wypr 881fm | 12/30/22 | $70,320 |
Weber Shandwick | 12/30/22 | $186,489 |
Power Thru Consulting | 12/30/22 | $54,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $965,338 |
| Interest on Savings | $0 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $965,338 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $912,835 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $912,835 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $51,513 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $40,085 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $52,503 |
| Total assets | $144,101 |
| Accounts payable and accrued expenses | $43,637 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $43,637 |