The Institute of Transactional Phil
Nonprofit profile at a glance
- EIN
- 834384075
- IRS 990-EZ coverage
- 2020–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2019
- Location
- Woodland Hills, CA, USA
- Phone
- 3238293547
- Rating
- 36
- Verdict
- REVIEW
- Rating confidence
- Moderate
- Sector
- Humanities Organizations
Reported finances
- Revenue
- $32,415
- Expenses
- $33,832
- Assets
- $43,449
- Liabilities
- $1,494
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- SUE RHOMBERG (VICE PRESIDENT)
- PATRICIA TYLER (PRESIDENT)
People named in this filing
- ANA ATHANASIU (TREASURER)
- LAUREN C ROBERTSON (MEMBER)
- SARAH SHEPHARD (SECRETARY)
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 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o
What it reported doing in 2024
Fellowships & honoraria: sponsorship for specific transactional philosophy related research including mentorship andthe production of a paper, artifact, media piece, or presentat
Operating model
- Revenue model
- Donor-supported. 67% of the money available for current operations came from contributions and gifts.
- Distribution model
- No current program activity. The filing reports no program spending for the current year.
The verdict
REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 82
- Sustainability: 42
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -4.4%; rating input score 37; 37th percentile among comparable filings
- Total-asset coverage ratio: 1.28; rating input score 53; 53rd percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -50.8% per year; rating input score 0; 8th percentile among comparable filings
- Revenue growth: -12.3% per year; rating input score 0; 21st percentile among comparable filings
- Asset growth: 14.7% per year; rating input score 100; 80th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2020 to 2024
- Contacts: How to reach this organization
- 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 — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 37/100.
- Review — Sustainability: Total-asset coverage ratio scored 53/100.
- High — Sustainability: Liabilities to assets ratio scored 23/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.