Civic Intelligence

Learning in Retirement Inc

EIN 02-0553205 • 501(c)3 • Athens, GA

Profile

The organization is dedicated to meeting the intellectual, social, and cultural interests of adults age 50+ through lifelong learning. The mission is accomplished through classes, luncheon programs, trips, social events, and shared interest groups.

850 College Station RdAthens, GA 30602

olli.uga.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.29x

Higher debt load relative to assets than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.21x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-3.0%

Higher net margin than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.6%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

4.5%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets85th percentile

Assets

Down

$146,604

Down $2,359 (-1.6%) from 2023

Liabilities

Up

$42,928

Up $3,636 (+9.3%) from 2023

Net Assets

Down

$103,676

Down $5,995 (-5.5%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin39th percentile

Revenue

Up

$200,151

Up $8,612 (+4.5%) from 2023

Expenses

Up

$206,146

Up $2,325 (+1.1%) from 2023

Net Income

Up

-$5,995

Up $6,287 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $59,479Liabilities 2011: $02011Assets 2012: $115,536Liabilities 2012: $15,0972012Assets 2013: $148,741Liabilities 2013: $50,5072013Assets 2014: $128,221Liabilities 2014: $37,003Net Assets 2014: $91,2182014Assets 2015: $136,309Liabilities 2015: $43,501Net Assets 2015: $92,8082015Assets 2016: $169,180Liabilities 2016: $79,795Net Assets 2016: $89,3852016Assets 2017: $121,164Liabilities 2017: $47,437Net Assets 2017: $73,7272017Assets 2018: $180,804Liabilities 2018: $55,543Net Assets 2018: $125,2612018Assets 2019: $193,593Liabilities 2019: $43,285Net Assets 2019: $150,3082019Assets 2020: $199,695Liabilities 2020: $47,333Net Assets 2020: $152,3622020Assets 2021: $217,962Liabilities 2021: $31,089Net Assets 2021: $186,8732021Assets 2022: $145,278Liabilities 2022: $35,497Net Assets 2022: $109,7812022Assets 2023: $148,963Liabilities 2023: $39,292Net Assets 2023: $109,6712023Assets 2024: $146,604Liabilities 2024: $42,928Net Assets 2024: $103,6762024

Highlighted filing

2024

Assets$146,604
Liabilities$42,928
Net Assets$103,676
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $159,001Expenses 2011: $157,528Net Income 2011: $1,4732011Revenue 2012: $175,713Expenses 2012: $134,753Net Income 2012: $40,9602012Revenue 2013: $187,623Expenses 2013: $168,650Net Income 2013: $18,9732013Revenue 2014: $293,142Expenses 2014: $300,158Net Income 2014: -$7,0162014Revenue 2015: $274,088Expenses 2015: $272,498Net Income 2015: $1,5902015Revenue 2016: $261,606Expenses 2016: $266,654Net Income 2016: -$5,0482016Revenue 2017: $304,368Expenses 2017: $332,570Net Income 2017: -$28,2022017Revenue 2018: $395,113Expenses 2018: $357,213Net Income 2018: $37,9002018Revenue 2019: $304,759Expenses 2019: $286,206Net Income 2019: $18,5532019Revenue 2020: $304,805Expenses 2020: $312,658Net Income 2020: -$7,8532020Revenue 2021: $212,110Expenses 2021: $168,064Net Income 2021: $44,0462021Revenue 2022: $147,050Expenses 2022: $201,561Net Income 2022: -$54,5112022Revenue 2023: $191,539Expenses 2023: $203,821Net Income 2023: -$12,2822023Revenue 2024: $200,151Expenses 2024: $206,146Net Income 2024: -$5,9952024

Highlighted filing

2024

Revenue$200,151
Expenses$206,146
Net Income-$5,995
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,604
Liabilities
$42,928
Net assets
$103,676
Revenue
$200,151
Expenses
$206,146
Net income
-$5,995
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.43$1.04$2.00$2.06$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.39$1.10$1.92$2.04$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.35$1.10$1.47$2.02$0.55
2021Detailed filing. Detailed filing data is available for this year.$2.18$0.31$1.87$2.12$1.68$0.44
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.47$1.52$3.05$3.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.94$0.43$1.50$3.05$2.86$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.56$1.25$3.95$3.57$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.47$0.74$3.04$3.33$0.28
2016Summary only. Only limited summary data is available for this year.$1.69$0.80$0.89$2.62$2.67$0.05
2015Summary only. Only limited summary data is available for this year.$1.36$0.44$0.93$2.74$2.72$0.02
2014Summary only. Only limited summary data is available for this year.$1.28$0.37$0.91$2.93$3.00$0.07
2013Summary only. Only limited summary data is available for this year.$1.49$0.51$1.88$1.69$0.19
2012Summary only. Only limited summary data is available for this year.$1.16$0.15$1.76$1.35$0.41
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$1.59$1.58$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$200,151
Mission and Program Overview

Mission

The organization is dedicated to meeting the intellectual, social, and cultural interests of adults age 50+ through lifelong learning. The mission is accomplished through classes, luncheon programs, trips, social events, and shared interest groups.

To provide lifelong learning opportunities to adults age 50 and older at the osher lifelong learning institute at the university of georgia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$84,547$60,270▼ $24,277
Cash and Non-Interest-Bearing Accounts$9,249$32,033▲ $22,784
Savings and Temporary Cash Investments$40,720$31,200▼ $9,520
Prepaid Expenses and Deferred Charges$13,553$22,564▲ $9,011
Land, Buildings, and Equipment, Net$894$537▼ $357
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$148,963$146,604▼ $2,359
Other Assets Total-$0-
Liabilities
Deferred Revenue$38,404$42,548▲ $4,144
Accounts Payable and Accrued Expenses$888$380▼ $508
Total Liabilities$39,292$42,928▲ $3,636
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$109,671$103,676▼ $5,995
Total Net Assets Fund Balance$109,671$103,676▼ $5,995
Total Liabilities and Net Assets / Fund Balance$148,963$146,604▼ $2,359

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$537$3,939$4,476
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Dawn TorciviaPresident
Carol ComanPresident Elect
Angela GreeneDirector
Carol KurtzDirector
Chuck TerryDirector
Harry HayesDirector
Jane AmosDirector
Laura CarterDirector
Liz PowellDirector
Navin PatelDirector
Norman BaldwinDirector
Tracy ColeyDirector
Timothy MeehanExecutive Director
Carolyn SchneiderSecretary
Greg MitsoffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$87,778
Program Service Revenue
$91,620
Investment Income
$11,091
Other Revenue
$9,662
All Other Contributions
$11,483
Change in Net Assets
$-5,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$200,151
Total Revenue per Audited Statements
$200,151
Total Revenue per Form 990
$200,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,861
Salaries, Compensation, and Employee Benefits$49,285
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,571$19,714-$49,285
All Other Expenses$21,947$9,453-$31,400
Fees for Services Other-$30,630-$30,630
Advertising$18,026$1,638-$19,664
Other Expenses$9,900$25,934-$9,900
Fees for Services Accounting-$8,935-$8,935
Insurance$3,000$1,000-$4,000
Depreciation Depletion-$357-$357
Fees for Services Legal-$83-$83
Total Functional Expenses$108,402$97,744$0$206,146

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$206,146
Total Expenses per Audited Statements$206,146
Total Expenses per Form 990$206,146
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“There is an executive committee for the review of the form 990. A draft copy of the return will be emailed to the committee to review the draft copy and suggest any changes. A meeting is then held with the executive committee and the accountant to review any suggested changes to the form 990. After any changes have been corrected, the return will be distributed to the full board for review and approval.”

Form 990, Part VI, Section C, Line 18

“Documents and form 990 are posted to the organization's website. Further documents may be requested by the public.”

Form 990, Part VI, Section C, Line 19

“Documents are made available to the public.documents and form 990 are posted to the organization's website. Further documents may be requested by the public.”

Filing and Contact Details

Filer

Filer Name
Learning in Retirement Inc
EIN
02-0553205
Address
850 COLLEGE STATION RD, ATHENS, GA 30602

Signing Officer

Name
Dawn Torcivia
Title
President
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ga
Voting Board Members
14
Independent Board Members
14
Employees
1
Volunteers
400

Preparer

Firm
Turner and Patat Pc
Address
1165-A CEDAR SHOALS DR, ATHENS, GA 30605
Preparer
Kelli P Thompson
Phone
7063541212
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“BANK CHARGES: Column (A) - Total = $205; Column (B) - Program Services = $0; Column (C) - Management & General = $205; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CONFERENCES AND MEETINGS: Column (A) - Total = $2764; Column (B) - Program Services = $2764; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CREDIT CARD FEES: Column (A) - Total = $6268; Column (B) - Program Services = $0; Column (C) - Management & General = $6268; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“CURRICULUM EXPENSE: Column (A) - Total = $5604; Column (B) - Program Services = $5604; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“EVENT EXPENSES: Column (A) - Total = $5421; Column (B) - Program Services = $5421; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MEMBERSHIP EXPENSES: Column (A) - Total = $296; Column (B) - Program Services = $296; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MISCELLANEOUS: Column (A) - Total = $210; Column (B) - Program Services = $0; Column (C) - Management & General = $210; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PRESIDENT'S OFFICE: Column (A) - Total = $1015; Column (B) - Program Services = $0; Column (C) - Management & General = $1015; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SUPPLIES: Column (A) - Total = $1755; Column (B) - Program Services = $0; Column (C) - Management & General = $1755; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TECHNOLOGY: Column (A) - Total = $468; Column (B) - Program Services = $468; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TRAVEL STUDY EXPENSES: Column (A) - Total = $7394; Column (B) - Program Services = $7394; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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IRS990/Form990PartVIISectionAGrp/PersonNm9HARRY HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm10NAVIN PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL KURTZ
IRS990/Form990PartVIISectionAGrp/PersonNm12CHUCK TERRY
IRS990/Form990PartVIISectionAGrp/PersonNm13LIZ POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm14TIMOTHY MEEHAN
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IRS990/MissionDesc0THE ORGANIZATION IS DEDICATED TO MEETING THE INTELLECTUAL, SOCIAL, AND CULTURAL INTERESTS OF ADULTS AGE 50+ THROUGH LIFELONG LEARNING. THE MISSION IS ACCOMPLISHED THROUGH CLASSES, LUNCHEON PROGRAMS, TRIPS, SOCIAL EVENTS, AND SHARED INTEREST GROUPS.
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