Nonprofit · EIN 42-1555553
INSTITUTE FOR INTERNAL TRANSFORMATION
Tax-exempt · BERKELEY, CA 94708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $238,771 | $143,194 | $95,577 | $155,325 | $7,520 | $147,805 |
| December 31, 2023 | 990-EZ | $139,523 | $115,711 | $23,812 | $47,917 | $9,601 | $38,316 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $128,282
- Program service revenue
- $108,375
- Investment income
- $2,114
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $60,000
- Salaries, compensation and benefits (total)
- $73,027
- Professional fundraising fees
- $0
- Accounting fees
- $963
- Program services (functional)
- $120,135
- Management and general (functional)
- $23,059
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $155,325
- Total liabilities, end of year
- $7,520
- Net assets, end of year
- $147,805
- Publicly traded securities
- $66,299
- Gross receipts
- $238,771
- Employees
- 1
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Fernie | Executive Director/Board Chair Trustee or director, Officer | 40 | $60,000 |
| Melissa Forester | CFO/Director Trustee or director, Officer | 5 | $0 |
| Maria Young | Secretary/Director Trustee or director, Officer | 2 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Fernie | Executive Director/Board Chair | 40 | $52,500 |
| Melissa Forester | CFO/Director | 5 | $0 |
| Adam Berman | Secretary/Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1109 HIGH CT, BERKELEY, CA 94708-1624
- In care of
- % CHRIS FERNIE
- Principal officer (990 for 2024)
- Melissa Forester, 1109 High Court, Berkeley, CA 94708
- Signed the 990
- Melissa Forester, CFO
- Phone
- (415) 913-9683
- Return prepared by
- KREGER AND ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 42-1555553 or by the name INSTITUTE FOR INTERNAL TRANSFORMATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Improving individual health and well-being through community activities and education.
Program accomplishments
- Health and well-being education programs - in attendance and online. The online attendance allows those who are too infirm to attend in person to participate. Techniques learned help find relief without medications.Expenses $120,135 · revenue $108,375
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 42-1555553
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E70)
- Assets (IRS master file)
- $155,325
- Income (IRS master file)
- $238,771
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $238,771 | $143,194 | $155,325 | XML |
| 990-EZ | December 2023 | $139,523 | $115,711 | $47,917 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 42-1555553).
Questions about INSTITUTE FOR INTERNAL TRANSFORMATION
- What is the EIN of INSTITUTE FOR INTERNAL TRANSFORMATION?
- The employer identification number (EIN) of INSTITUTE FOR INTERNAL TRANSFORMATION is 42-1555553.
- Is INSTITUTE FOR INTERNAL TRANSFORMATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to INSTITUTE FOR INTERNAL TRANSFORMATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR INTERNAL TRANSFORMATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INSTITUTE FOR INTERNAL TRANSFORMATION 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 INSTITUTE FOR INTERNAL TRANSFORMATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INSTITUTE FOR INTERNAL TRANSFORMATION?
- The 990 for the year ended December 31, 2024 names Melissa Forester.
- Who are the officers and directors of INSTITUTE FOR INTERNAL TRANSFORMATION?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $60,000 (Chris Fernie, Executive Director/Board Chair).
- How much revenue does INSTITUTE FOR INTERNAL TRANSFORMATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $238,771, expenses of $143,194 and total assets of $155,325 at year end.
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