Civic Intelligence

Learning in Retirement Inc.

990 • Fiscal year 2018 • EIN 02-0553205

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 11, 2019

Organization ProfileOLLI.UGA.EDU
850 College Station RdAthens, GA 30602

(706) 548-8181

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.31x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

63rd percentile

9.6%

Higher net margin than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

85th percentile

49%

Faster asset growth than 85% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$180,804

Up $59,640 (+49%) from 2017

Net Assets

Up

$125,261

Up $51,534 (+70%) from 2017

Liabilities

Up

$55,543

Up $8,106 (+17%) from 2017

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin63rd percentile

Revenue

Up

$395,113

Up $90,745 (+30%) from 2017

Expenses

Up

$357,213

Up $24,643 (+7.4%) from 2017

Net Income

Up

$37,900

Up $66,102 (+234%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2018

Assets$180,804
Liabilities$55,543
Net Assets$125,261
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$395,113
Expenses$357,213
Net Income$37,900
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 11, 2019
Return Version
2017v2.2
Gross Receipts
$414,466
Mission and Program Overview

Mission

To provide lifelong learning opportunities to adults age 50+. In 2016- 2017, approximately 370 classes were offered, 19 off-site luncheon programs were offered as wellas numerous brown bag lunch programs. The institute provided local and international trips, social activities and a community outreach event at the local library.

To provide lifelong learning opportunities to adults age 50+. In 2017-2018, approximately 450 classes were offered, 19 off-site luncheon programs were offered as well as numerous brown bag lunch programs. The institute provided local and international trips, social activities and a community outreach event at the local library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$70,209$110,477▲ $40,268
Cash and Non-Interest-Bearing Accounts$44,835$32,760▼ $12,075
Prepaid Expenses and Deferred Charges$675$24,200▲ $23,525
Savings and Temporary Cash Investments$4,261$10,242▲ $5,981
Investments Other Securities$785$0▼ $785
Land, Buildings, and Equipment, Net$37$465▲ $428
Loans From Officers Directors$247--
Accounts Receivable$362$60▼ $302
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$121,164$180,804▲ $59,640
Other Assets Total-$2,600-
Liabilities
Deferred Revenue$36,740$42,216▲ $5,476
Other Liabilities$7,089$9,031▲ $1,942
Accounts Payable and Accrued Expenses$2,779$4,296▲ $1,517
Unsecured Notes Loans Payable$582--
Total Liabilities$47,437$55,543▲ $8,106
Net Assets / Fund Balance
Unrestricted Net Assets$73,727$125,261▲ $51,534
Total Net Assets Fund Balance$73,727$125,261▲ $51,534
Total Liabilities and Net Assets / Fund Balance$121,164$180,804▲ $59,640

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$465$2,150$2,615
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim MeehanExecutive DirectorFT$61,500$28,875$90,375

Board Members and Trustees

NameTitle
Brenda HayesPresident
Monte BroadedPresident Elect
Barbara TimmonsDirector
Clove WellerDirector
Ginny SpencerDirector
James AlbertsDirector
Joseph HarrisDirector
Nancy GraysonDirector
Richard BouldinDirector
Roy MartinDirector
Sandy ClarkDirector
Sherry MaloneDirector
William AlworthDirector
Margaret PruiettSecretary
Victor GaglianoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$88,869
Program Service Revenue
$300,072
Investment Income
$1,700
Other Revenue
$4,472
All Other Contributions
$5,300
Change in Net Assets
$37,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$259,696
Salaries, Compensation, and Employee Benefits$84,911
Total Fundraising Expense$14,351
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel$101,758--$101,758
Current Officers, Directors, Trustees, and Key Employees$27,675$27,675$6,150$61,500
All Other Expenses$51,461$6,294-$57,755
Other Expenses$16,113$16,650-$16,113
Benefits to Members$12,606--$12,606
Other Salaries and Wages-$9,594-$9,594
Pension Plan Contributions-$9,052-$9,052
Advertising$543-$8,201$8,744
Fees for Services Accounting-$7,472-$7,472
Payroll Taxes-$4,765-$4,765
Insurance$2,217--$2,217
Conferences and Meetings-$1,057-$1,057
Fees for Services Legal-$425-$425
Depreciation Depletion-$153-$153
Fees for Services Management-$63-$63
Total Functional Expenses$236,883$105,979$14,351$357,213
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
Loans from Officers, Directors, Trustees, and Key Employees$247--
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Payables$8,917
Payroll Taxes$348
Credit Cards Payable$-234
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 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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to 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
Timothy Meehan
Title
Executive Director
Signed
2019-02-11
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
1

Preparer

Firm
Turner and Patat Pc
Address
1165-A CEDAR SHOALS DR, ATHENS, GA 30605-3592
Preparer
Kelli P Thompson
Phone
7063541212
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“ADMINISTRATIVE EXPENSES: Column (A) - Total = $2254; Column (B) - Program Services = $0; Column (C) - Management & General = $2254; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CHARTER BUS: Column (A) - Total = $621; Column (B) - Program Services = $621; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“COMM FDN EXPENSE: Column (A) - Total = $108; Column (B) - Program Services = $0; Column (C) - Management & General = $108; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“COMPUTER EXPENSE: Column (A) - Total = $925; Column (B) - Program Services = $0; Column (C) - Management & General = $925; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“COURSE CATALOG PUBLICATION: Column (A) - Total = $10800; Column (B) - Program Services = $10800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“EVENT EXPENSES: Column (A) - Total = $6322; Column (B) - Program Services = $6322; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“MEETING EXPENSES: Column (A) - Total = $446; Column (B) - Program Services = $0; Column (C) - Management & General = $446; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“NEWSLETTER PUBLICATION: Column (A) - Total = $7954; Column (B) - Program Services = $7954; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PAYMENT UNDER GRANT CONTR: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $1919; Column (B) - Program Services = $1919; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“PRESIDENT'S OFFICE: Column (A) - Total = $572; Column (B) - Program Services = $0; Column (C) - Management & General = $572; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $300; Column (B) - Program Services = $0; Column (C) - Management & General = $300; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“REGISTRATION SOFTWARE: Column (A) - Total = $10800; Column (B) - Program Services = $10800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SPECIAL INTEREST GROUP DINNER: Column (A) - Total = $9833; Column (B) - Program Services = $9833; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“SPECIAL INTEREST GROUP SUPPORT: Column (A) - Total = $3212; Column (B) - Program Services = $3212; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TELEPHONE: Column (A) - Total = $1653; Column (B) - Program Services = $0; Column (C) - Management & General = $1653; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“TRAINING: Column (A) - Total = $36; Column (B) - Program Services = $0; Column (C) - Management & General = $36; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 588 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm8SANDY CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm9NANCY GRAYSON
IRS990/Form990PartVIISectionAGrp/PersonNm10JOSEPH HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm11SHERRY MALONE
IRS990/Form990PartVIISectionAGrp/PersonNm12ROY MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm13GINNY SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm14BARBARA TIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm15CLOVE WELLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CURRICULUM EXPENSE
IRS990/OtherExpensesGrp/Desc1ADMIN FEE-UGA FOUNDATION
IRS990/OtherExpensesGrp/Desc2PARKING
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES/BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt022779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116650
IRS990/OtherExpensesGrp/ProgramServicesAmt024510
IRS990/OtherExpensesGrp/ProgramServicesAmt116113
IRS990/OtherExpensesGrp/TotalAmt024510
IRS990/OtherExpensesGrp/TotalAmt122779
IRS990/OtherExpensesGrp/TotalAmt216650
IRS990/OtherExpensesGrp/TotalAmt316113
IRS990/OtherLiabilitiesGrp/BOYAmt07089
IRS990/OtherLiabilitiesGrp/EOYAmt09031
IRS990/OtherRevenueMiscGrp/Desc0ADJUSTMENTS & OVERAGES
IRS990/OtherRevenueMiscGrp/Desc1ADMINISTRATIVE FEE INCOME
IRS990/OtherRevenueMiscGrp/Desc2AMAZON & KROGER CAMPAIGNS
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11670
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2187
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11670
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IRS990/OtherSalariesAndWagesGrp/TotalAmt09594
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024200
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IRS990/ProgramServiceRevenueGrp/Desc3SPECIAL INTEREST GROUPS
IRS990/ProgramServiceRevenueGrp/Desc4TRAVEL STUDY PROGRAM
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16997
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212777
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16997
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212777
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311965
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4119263
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IRS990/PYContributionsGrantsAmt098665
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IRS990/PYGrantsAndSimilarPaidAmt0800
IRS990/PYInvestmentIncomeAmt0145
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IRS990/PYOtherExpensesAmt0289703
IRS990/PYOtherRevenueAmt02145
IRS990/PYProgramServiceRevenueAmt0203413
IRS990/PYRevenuesLessExpensesAmt0-28202
IRS990/PYSalariesCompEmpBnftPaidAmt08207
IRS990/PYTotalExpensesAmt0332570
IRS990/PYTotalRevenueAmt0304368
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt04261

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,804
Liabilities
$55,543
Net assets
$125,261
Revenue
$395,113
Expenses
$357,213
Net income
$37,900
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