ITAA FOUNDATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

THORSTEN GECK

Phone

5104889950

Tax Period

2023-01-01 to 2023-12-31

ITAA FOUNDATION is a small nonprofit in the International Affairs sector that reported $217K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $244K exceeded revenue, resulting in a 12% operating deficit.

Mission

THE INTERNATIONAL TRANSACTIONAL ANALYSIS ASSOCIATION (ITAA) 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.

Program Service Accomplishments

Program 1

Expenses: $208,249

TO PROMOTE, EDUCATE AND CHANGE IDEAS1. T.A. JOURNAL: PUBLISHED 4 TIMES A YEAR, QUATERLY AND SENT ELECTRONICALLY TO AROUND 900 PEOPLE2. SCRIPT NEW LETTER: PUBLISHED 12 TIMES A YEAR,NOW ONLINE AND SENT...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $340

Program Service Revenue $170,181

Investment Income $14,761

Other Revenue $31,656

TOTAL REVENUE $216,938

Expense Breakdown

Grants Paid $7,186

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $208,249

Other Expenses $236,544

TOTAL EXPENSES $243,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,938	$249,925	-0.1%
Expenses	$243,730	$238,307	+0.0%
Net Income	$-26,792	$11,618	-3.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEGGIE CHAN	Executive Dir.	1.00	Officer Director	$0	$0	$0
THORSTEN GECK	President	1.00	Officer Director	$0	$0	$0
JOHN OATES	Treasurer	1.00	Officer Director	$0	$0	$0
REMA GIRIDHAR	Secretary	1.00	Director	$0	$0	$0
MICHELLE THOME	VP DEVELOPMENT	1.00	Officer Director	$0	$0	$0
SYLVIE MONIN	VP OPERATIONS	1.00	Director	$0	$0	$0
SURIYA PRAKASH C	VP STANDARDS	1.00	Director	$0	$0	$0
STEFF OATES	VP RESEARCH	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$216,938	$243,730	$397,770	$-26,792
2022	$249,925	$238,307	$407,575	$11,618
2021	$262,373	$240,614	$458,740	$21,759