Itaa Foundation

Nonprofit profile at a glance

EIN
946104066
IRS 990-EZ coverage
2015–2025
Forms available
Form 990 2024, Form 990-EZ 2025
Location
Pasadena, CA, USA
Phone
5104889950
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Professional Societies, Associations

Official website

Reported finances

Revenue
$51,212
Expenses
$78,890
Assets
$404,463
Liabilities
$85,628

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • LUCY FREEDMAN (President)

People named in this filing

  • PEGGIE CHAN (Executive Dir.)
  • LUCY FREEDMAN (President)
  • MICHAEL HARSH (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The international transactional analysis association (itaa) foundation is a nonprofit education organization that facilitates international communication among people and groups who use transactional analysis. The itaa works to build understanding, knowledge, and acceptance of transactional analysis and to sustain the historical body of knowledge.it provides theoreticians and practitioners - clinical organizational, and educational with techniques of proven value for enriching life, a forum for evolving new transactional analysis theory and methods, and an ethical framework.

What it reported doing in 2025

To promote, educate and change ideast.a. Journal: published 4 times a year, quaterly and sent electronically to around 900 people

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Hybrid. The nonprofit split its reported program spending across 79% for direct work, and 21% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 75
  • Sustainability: 38
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 87.8%; rating input score 88

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 3rd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -54%; rating input score 12; 12th percentile among comparable filings
  • Total-asset coverage ratio: 5.13; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0.21; rating input score 11; 11th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -5.3% per year; rating input score 0; 35th percentile among comparable filings
  • Revenue growth: -0.8% per year; rating input score 0; 46th percentile among comparable filings
  • Asset growth: 1.3% per year; rating input score 100; 43rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 87.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $69K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 6 filing years from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 12/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Liabilities to assets ratio scored 11/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.