Program areas at Transamerica Institute
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.
Personnel at Transamerica Institute
| Name | Title | Compensation | Date of data |
|---|
| Catherine Collinson | Chief Executive Officer and President and Director | $0 | 2022-12-31 |
| Patti Vogt | Vice President | | 2021-10-05 |
| David W Schulz | Past Assistant Treasurer Director | | 2021-06-23 |
| Scott Albertson | Director | $0 | 2023-06-19 |
| Gary Werkman | Past Assistant Treasurer | $0 | 2022-06-29 |
| ...and 1 more key personnel |
Financials for Transamerica Institute
| Revenues | FYE 12/2022 | FYE 12/2021 | % Change |
|---|
| Total grants, contributions, etc. | $965,338 | $1,020,293 | -5.4% |
| Investment income and dividends | $0 | $0 | - |
| Net rental income | $0 | $0 | - |
| Net gain from sale of non-inventory assets | $0 | $0 | - |
| Gross sales of inventory | $0 | $0 | - |
| Miscellaneous revenues | $0 | $0 | - |
| Total revenues | $965,338 | $1,020,293 | -5.4% |
Organizations like Transamerica Institute
| Organization | Type | Location | Revenue |
|---|
| University Heights Community Urban Redevelopment Corporation (UHCURC) | 501(c)(3) | Cincinnati, OH | $933,060 |
| Child Welfare Society of Flint | 501(c)(3) | Flint, MI | $497,942 |
| Egenton Roberts Foundation | 501(c)(3) | Baltimore, MD | $342,800 |
| Carpenters Local 1800 Training Corporation | 501(c)(3) | Santa Maria, CA | $276,890 |
| Gideon Lodge #140 B'nai B'rith Housing Foundation | 501(c)(3) | Albany, NY | $392,035 |
| Senior Assistance Foundation Eastbay (SAFE) | 501(c)(3) | Livermore, CA | $1,827,951 |
| Norwalk Town Union of King's Daughters and Sons | 501(c)(3) | Norwalk, CT | $495,845 |
| Storm Lake RHF Housing | 501(c)(3) | Long Beach, CA | $267,830 |
| Richland Affordable Housing Corporation | 501(c)(3) | Sidney, MT | $713,112 |
| Lin-Mid Corporation | 501(c)(3) | Lincroft, NJ | $2,552,653 |
Data update history
July 24, 2023
Updated personnel
Identified 4 new personnel
May 8, 2023
Updated personnel
Identified 13 new personnel
May 7, 2023
Used new vendors
Identified 2 new vendors, including , and
February 3, 2023
Posted financials
Added Form 990PF for fiscal year 2019
November 1, 2021
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
EducationHuman servicesHousing
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
- Address
- 6400 C St SW c/o Tax Department
- Cedar Rapids, IA 52499
- Metro area
- Cedar Rapids, IA
- County
- Linn County, IA
- Website URL
- transamericainstitute.org/
- Phone
- (319) 355-3075
IRS details
- EIN
- 26-0731198
- Fiscal year end
- December
- Taxreturn type
- Form 990-PF
- Year formed
- 2009
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T20: Private Foundations
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
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