Nonprofit · EIN 26-0731198
TRANSAMERICA INSTITUTE
Tax-exempt · CEDAR RAPIDS, IA 52499
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,705,912 | $878,785 | $4,827,127 | $5,036,562 | $62,112 | $4,974,450 |
| December 31, 2023 | 990-PF | $904,302 | $857,443 | $46,859 | $174,918 | $27,595 | $147,323 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $5,705,912
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $863,565
Balance sheet and other
- Total assets, start of year
- $174,918
- Total assets, end of year
- $5,036,562
- Total liabilities, end of year
- $62,112
- Net assets, end of year
- $4,974,450
- Fair market value of assets
- $5,036,562
- Qualifying distributions
- $863,565
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE COLLINSON 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | CEO/PRES/CHA | 36 | $0 |
| CHRISTOPHER CONRAD 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | VICE PRESIDE | 1 | $0 |
| DANIEL GOODMAN 1201 WILLS ST SUITE 800, BALTIMORE, MD 21231 | SECRETARY | 1 | $0 |
| ELIZABETH SMITH 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | ASSISTANT SE | 0.5 | $0 |
| KATE KUMAR 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | TREASURER, D | 0.5 | $0 |
| AMANDA TRASK 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | ASSISTANT TR | 0.5 | $0 |
| SCOTT ALBERTSON 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 0.5 | $0 |
| JOLENE CRITTENDEN 6400 C ST SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 0.5 | $0 |
| SEAN CASSIDY 600 13TH STREET NW SUITE 400B, WASHINGTON, DC 20005 | DIRECTOR | 0.5 | $0 |
| CASEY HARRELL 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 0.5 | $0 |
| MAURICE PERKINS 600 13TH STREET NW SUITE 400B, WASHINGTON, DC 20005 | DIRECTOR | 0.5 | $0 |
| JOSH RUNDLE 6400 C ST SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 0.5 | $0 |
| MARIJN SMIT 1801 CALIFORNIA ST, DENVER, CO 80202 | DIRECTOR | 0.5 | $0 |
| HOLLY WATERS 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 0.5 | $0 |
| ANDREW WILLIAMS 1201 WILLS ST SUITE 800, BALTIMORE, MD 21231 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE COLLINSON 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | CEO/PRES/CHA | 36 | $0 |
| CHRISTOPHER CONRAD 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | VICE PRESIDE | 1 | $0 |
| STEVEN D WEINBERG 1201 WILLS ST SUITE 800, BALTIMORE, MD 21231 | SECRETARY | 1 | $0 |
| GREGORY E MILLER-BREETZ 1201 WILLS ST SUITE 800, BALTIMORE, MD 21231 | DEPUTY SECRE | 1 | $0 |
| KATIE HELGENS 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | TREASURER, D | 1 | $0 |
| AMANDA TRASK 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | ASSISTANT TR | 1 | $0 |
| SCOTT ALBERTSON 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 1 | $0 |
| JOLENE CRITTENDEN 6400 C ST SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 1 | $0 |
| SEAN CASSIDY 600 13TH STREET NW SUITE 400B, WASHINGTON, DC 20005 | DIRECTOR | 1 | $0 |
| PHIL ECKMAN 408 SAINT PETER ST SUITE 230, ST PAUL, MN 55102 | DIRECTOR | 1 | $0 |
| MAURICE PERKINS 600 13TH STREET NW SUITE 400B, WASHINGTON, DC 20005 | DIRECTOR | 1 | $0 |
| ANDREW WILLIAMS 1201 WILLS ST SUITE 800, BALTIMORE, MD 21231 | DIRECTOR | 1 | $0 |
| JAMIE POSTON 1801 CALIFORNIA STREET, DENVER, CO 80202 | DIRECTOR | 1 | $0 |
| HOLLY WATERS 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 1 | $0 |
| EVETTE CREIGHTON 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 1 | $0 |
| CASEY HARRELL 6400 C STREET SW, CEDAR RAPIDS, IA 52499 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6400 C ST SW, CEDAR RAPIDS, IA 52499-0003
- In care of
- % AMANDA TRASK-TAX DEPARTMENT
- Signed the 990-PF
- AMANDA TRASK, ASSISTANT TREASURER
- Phone
- (319) 355-3075
- Return prepared by
- BGHN ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-0731198
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $5,036,562
- Income (IRS master file)
- $5,705,912
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,705,912 | $878,785 | $5,036,562 | XML |
| 990-PF | December 2023 | $904,302 | $857,443 | $174,918 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0731198).
Questions about TRANSAMERICA INSTITUTE
- What is the EIN of TRANSAMERICA INSTITUTE?
- The employer identification number (EIN) of TRANSAMERICA INSTITUTE is 26-0731198.
- Is TRANSAMERICA INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to TRANSAMERICA INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does TRANSAMERICA INSTITUTE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRANSAMERICA INSTITUTE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRANSAMERICA INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of TRANSAMERICA INSTITUTE?
- The 990-PF for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does TRANSAMERICA INSTITUTE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,705,912, expenses of $878,785 and total assets of $5,036,562 at year end.
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