Civic Intelligence

Aegon Transamerica Foundation

990T • Fiscal year 2020 • EIN 42-1415998

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 25, 2021

Organization Profile
6400 C St SW c/o Tax DepartmentCedar Rapids, IA 52499

(770) 248-3378

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2011: $110,216,791Liabilities 2011: $1,477,3312011Assets 2012: $122,717,445Liabilities 2012: $1,031,3782012Assets 2013: $144,481,178Liabilities 2013: $2,896,9102013Assets 2014: $148,517,968Liabilities 2014: $2,255,3412014Assets 2015: $142,544,237Liabilities 2015: $3,798,8002015Assets 2019: $160,959,033Liabilities 2019: $1,395,6792019Assets 2020: $175,070,272Liabilities 2020: $1,116,557Net Assets 2020: $173,953,7152020Assets 2021: $190,245,485Liabilities 2021: $656,194Net Assets 2021: $189,589,2912021Assets 2022: $152,120,492Liabilities 2022: $580,050Net Assets 2022: $151,540,4422022Assets 2023: $162,328,090Liabilities 2023: $1,245,2922023Assets 2024: $172,082,011Liabilities 2024: $5,778,301Net Assets 2024: $166,303,7102024

Latest loaded filing

2024

Assets$172,082,011
Liabilities$5,778,301
Net Assets$166,303,710
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2011: $29,122,965Expenses 2011: $5,595,447Net Income 2011: $23,527,5182011Revenue 2012: $5,744,634Expenses 2012: $4,815,145Net Income 2012: $929,4892012Revenue 2013: $11,828,388Expenses 2013: $6,639,500Net Income 2013: $5,188,8882013Revenue 2014: $15,316,424Expenses 2014: $5,808,208Net Income 2014: $9,508,2162014Revenue 2015: $9,612,212Expenses 2015: $8,462,232Net Income 2015: $1,149,9802015Revenue 2019: $4,157,583Expenses 2019: $7,204,165Net Income 2019: -$3,046,5822019Revenue 2020: $6,479,919Expenses 2020: $8,421,318Net Income 2020: -$1,941,3992020Revenue 2021: $26,330,387Expenses 2021: $11,185,902Net Income 2021: $15,144,4852021Revenue 2022: $7,748,130Expenses 2022: $11,416,664Net Income 2022: -$3,668,5342022Revenue 2023: $9,619,387Expenses 2023: $8,548,264Net Income 2023: $1,071,1232023Revenue 2024: $6,832,668Expenses 2024: $14,265,975Net Income 2024: -$7,433,3072024

Latest loaded filing

2024

Revenue$6,832,668
Expenses$14,265,975
Net Income-$7,433,307
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 25, 2021
Return Version
2020v1.1
Filing and Contact Details

Filer

Filer Name
AEGON Transamerica Foundation
EIN
42-1415998
In Care Of
% David Schulz
Phone
7702483378
Address
6400 C St SW c/o Tax Department, Cedar Rapids, IA 52499

Signing Officer

Name
David Schulz
Title
Asst Treasurer
Phone
3193558008
Signed
2021-10-25
Discuss with paid preparer
No

Preparer

Preparer
Gary L Werkman
Phone
3193556887
Raw XML Appendix73 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990T/BalanceDueAmt0347
IRS990T/BooksInCareOfDetail/PersonNm0SAUNDRA ARCHULETA
IRS990T/BooksInCareOfDetail/PhoneNum07702483378
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06400 C Street SW c/o Tax Department
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Cedar Rapids
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd052499
IRS990T/BookValueAssetsEOYAmt0175070272
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/ProvChangeMethodOfAcctDescInd0false
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/ExmptCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/IntAnntsRyltsRentCtrlOrgGrp/NnxmptCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/Section263ARulesApplyInd0false
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02650
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02650
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02650
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0MERCER PRIVATE INVESTMENT PARTNERS V LP
IRS990TScheduleA/UBIBeforeNOLDedAmt02650
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02650
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt0347
IRS990T/TaxLessCreditsAmt0347
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt0347
IRS990T/TotalTaxComputationAmt0347
IRS990T/TotalUBTIAmt01650
IRS990T/TotalUBTIBeforeNOLSpecificAmt02650
IRS990T/TotalUBTIBeforeSection199AAmt02650
IRS990T/TotalUBTIComputedAmt02650
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID SCHULZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Asst Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03193558008
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AEGON Transamerica Foundation
ReturnHeader/Filer/BusinessNameControlTxt0AEGO
ReturnHeader/Filer/EIN0421415998
ReturnHeader/Filer/InCareOfNm0% David Schulz
ReturnHeader/Filer/PhoneNum07702483378
ReturnHeader/Filer/USAddress/AddressLine1Txt06400 C St SW c/o Tax Department
ReturnHeader/Filer/USAddress/CityNm0Cedar Rapids
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052499
ReturnHeader/PreparerPersonGrp/PhoneNum03193556887
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L WERKMAN
ReturnHeader/ReturnTs02021-10-25T12:28:34-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHULZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$172$5.78$166$6.83$14.3$7.43
2023Summary only. Only limited summary data is available for this year.$162$1.25$9.62$8.55$1.07
2022Detailed filing. Detailed filing data is available for this year.$152$0.58$152$7.75$11.4$3.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$190$0.66$190$26.3$11.2$15.1
2020Detailed filing. Detailed filing data is available for this year.$175$1.12$174$6.48$8.42$1.94
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.
2019Summary only. Only limited summary data is available for this year.$161$1.40$4.16$7.20$3.05
2015Summary only. Only limited summary data is available for this year.$143$3.80$9.61$8.46$1.15
2014Summary only. Only limited summary data is available for this year.$149$2.26$15.3$5.81$9.51
2013Summary only. Only limited summary data is available for this year.$144$2.90$11.8$6.64$5.19
2012Summary only. Only limited summary data is available for this year.$123$1.03$5.74$4.82$0.93
2011Summary only. Only limited summary data is available for this year.$110$1.48$29.1$5.60$23.5