Civic Intelligence

Learning in Retirement Inc.

990 • Fiscal year 2019 • EIN 02-0553205

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 26, 2020

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

84th percentile

0.22x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

85th percentile

0.14x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$63,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

58th percentile

7.1%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

22nd percentile

-23%

Faster revenue growth than 22% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$193,593

Up $12,789 (+7.1%) from 2018

Net Assets

Up

$150,308

Up $25,047 (+20%) from 2018

Liabilities

Down

$43,285

Down $12,258 (-22%) from 2018

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin56th percentile

Revenue

Down

$304,759

Down $90,354 (-23%) from 2018

Expenses

Down

$286,206

Down $71,007 (-20%) from 2018

Net Income

Down

$18,553

Down $19,347 (-51%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2019

Assets$193,593
Liabilities$43,285
Net Assets$150,308
Open 2019 Filing

Operations Trend

Revenue Growth22nd 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

2019

Revenue$304,759
Expenses$286,206
Net Income$18,553
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 26, 2020
Return Version
2018v3.1
Gross Receipts
$304,759
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 2018-2019, approximately 473 classes were offered, 17 off-site luncheon programs were offered as well as numerous brown bag lunch programs. The institute provided 17 different tripss, along with social activities and community outreach events.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$110,477$118,881▲ $8,404
Cash and Non-Interest-Bearing Accounts$32,760$37,106▲ $4,346
Savings and Temporary Cash Investments$10,242$25,327▲ $15,085
Prepaid Expenses and Deferred Charges$24,200$12,000▼ $12,200
Land, Buildings, and Equipment, Net$465$279▼ $186
Accounts Receivable$60$0▼ $60
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$180,804$193,593▲ $12,789
Other Assets Total$2,600$0▼ $2,600
Liabilities
Deferred Revenue$42,216$37,510▼ $4,706
Accounts Payable and Accrued Expenses$4,296--
Escrow Account Liability-$4,052-
Other Liabilities$9,031$1,723▼ $7,308
Total Liabilities$55,543$43,285▼ $12,258
Net Assets / Fund Balance
Unrestricted Net Assets$125,261$150,308▲ $25,047
Total Net Assets Fund Balance$125,261$150,308▲ $25,047
Total Liabilities and Net Assets / Fund Balance$180,804$193,593▲ $12,789

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$279$2,336$2,615
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tim MeehanExecutive DirectorFT$63,000$63,000

Board Members and Trustees

NameTitle
Chris JonesPresident
Cher SnyderPresident Elect
Barbara TimmonsDirector
Bill BarstowDirector
Bob YorczykDirector
James AlbertsDirector
Penny OldfatherDirector
Richard BouldinDirector
Roy MartinDirector
Sherry MaloneDirector
Susan DoughertyDirector
Victor GaglianoDirector
Ann ShumpertSecretary
Mamie MierzwakTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$99,425
Program Service Revenue
$203,120
Investment Income
$1,912
Other Revenue
$302
All Other Contributions
$15,580
Change in Net Assets
$18,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$209,167
Salaries, Compensation, and Employee Benefits$77,039
Total Fundraising Expense$12,766
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$48,798$17,322-$66,120
Current Officers, Directors, Trustees, and Key Employees$28,350$28,350$6,300$63,000
Travel$21,189$533-$21,722
Other Expenses$29,375$18,290-$18,290
Payroll Taxes-$14,039-$14,039
Advertising$1,369-$6,466$7,835
Fees for Services Accounting-$5,031-$5,031
Insurance$2,117--$2,117
Conferences and Meetings-$1,728-$1,728
Depreciation Depletion-$186-$186
Total Functional Expenses$165,625$107,815$12,766$286,206
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Member Payables$849
Credit Cards Payable$556
Payroll Taxes$318
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
2020-02-26
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

“: 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

“: 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

“: 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

“ADMINISTRATIVE EXPENSES: Column (A) - Total = $3938; Column (B) - Program Services = $0; Column (C) - Management & General = $3938; Column (D) - Fundraising = $0”

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

“COMM FDN EXPENSE: Column (A) - Total = $123; Column (B) - Program Services = $123; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“COMPUTER EXPENSE: Column (A) - Total = $778; Column (B) - Program Services = $0; Column (C) - Management & General = $778; Column (D) - Fundraising = $0”

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

“CREDIT CARD FEES/BANK FEES: Column (A) - Total = $12831; Column (B) - Program Services = $12831; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“EVENT EXPENSES: Column (A) - Total = $10165; Column (B) - Program Services = $10165; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MEETING EXPENSES: Column (A) - Total = $31; Column (B) - Program Services = $0; Column (C) - Management & General = $31; Column (D) - Fundraising = $0”

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

“NEWSLETTER PUBLICATION: Column (A) - Total = $9221; Column (B) - Program Services = $9221; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“PAYROLL SERVICE FEES: Column (A) - Total = $820; Column (B) - Program Services = $0; Column (C) - Management & General = $820; Column (D) - Fundraising = $0”

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

“PRESIDENT'S OFFICE: Column (A) - Total = $947; Column (B) - Program Services = $0; Column (C) - Management & General = $947; Column (D) - Fundraising = $0”

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

“Printing and Publications: Column (A) - Total = $626; Column (B) - Program Services = $0; Column (C) - Management & General = $626; Column (D) - Fundraising = $0”

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

“REGISTRATION SOFTWARE: Column (A) - Total = $12592; Column (B) - Program Services = $12592; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“SPECIAL INTEREST GROUP SUPPORT: Column (A) - Total = $3866; Column (B) - Program Services = $3866; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“STAFF DEVELOPMENT: Column (A) - Total = $229; Column (B) - Program Services = $0; Column (C) - Management & General = $229; Column (D) - Fundraising = $0”

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

“TELEPHONE: Column (A) - Total = $540; Column (B) - Program Services = $0; Column (C) - Management & General = $540; Column (D) - Fundraising = $0”

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

“TEMP PAYROLL: Column (A) - Total = $9050; Column (B) - Program Services = $0; Column (C) - Management & General = $9050; Column (D) - Fundraising = $0”

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

“TRAINING: Column (A) - Total = $363; Column (B) - Program Services = $0; Column (C) - Management & General = $363; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 585 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/PersonNm11ROY MARTIN
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IRS990/Form990PartVIISectionAGrp/PersonNm13BOB YORCZYK
IRS990/Form990PartVIISectionAGrp/PersonNm14TIM MEEHAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT ELECT
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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,593
Liabilities
$43,285
Net assets
$150,308
Revenue
$304,759
Expenses
$286,206
Net income
$18,553
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