Civic Intelligence

Learning in Retirement Inc.

990 • Fiscal year 2020 • EIN 02-0553205

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 01, 2021

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

82nd percentile

0.24x

Higher debt load relative to assets than 82% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.16x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-2.6%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

94th percentile

$62,500

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

0.0%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$199,695

Up $6,102 (+3.2%) from 2019

Net Assets

Up

$152,362

Up $2,054 (+1.4%) from 2019

Liabilities

Up

$47,333

Up $4,048 (+9.4%) from 2019

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin36th percentile

Revenue

Up

$304,805

Up $46 (+0.0%) from 2019

Expenses

Up

$312,658

Up $26,452 (+9.2%) from 2019

Net Income

Down

-$7,853

Down $26,406 (-142%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$199,695
Liabilities$47,333
Net Assets$152,362
Open 2020 Filing

Operations Trend

Revenue Growth64th 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

2020

Revenue$304,805
Expenses$312,658
Net Income-$7,853
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 1, 2021
Return Version
2019v5.0
Gross Receipts
$304,805
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 and older at the osher lifelong learning institute at the university of georgia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$118,881$126,532▲ $7,651
Cash and Non-Interest-Bearing Accounts$37,106$39,256▲ $2,150
Savings and Temporary Cash Investments$25,327$25,461▲ $134
Prepaid Expenses and Deferred Charges$12,000$6,279▼ $5,721
Pledges and Grants Receivable-$2,000-
Land, Buildings, and Equipment, Net$279$167▼ $112
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$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$193,593$199,695▲ $6,102
Other Assets Total-$0-
Liabilities
Deferred Revenue$37,510$42,413▲ $4,903
Accounts Payable and Accrued Expenses-$4,920-
Escrow Account Liability$4,052--
Other Liabilities$1,723--
Total Liabilities$43,285$47,333▲ $4,048
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$150,308$152,362▲ $2,054
Total Net Assets Fund Balance$150,308$152,362▲ $2,054
Total Liabilities and Net Assets / Fund Balance$193,593$199,695▲ $6,102

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$167$2,448$2,615
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Timothy MeehanExecutive DirectorFT$62,500$62,500

Board Members and Trustees

NameTitle
Chris JonesPresident
Cherie SnyderPresident Elect
Barbara TimmonsDirector
Bill BarstowDirector
Bob YorczykDirector
Jim 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
$120,119
Program Service Revenue
$182,846
Investment Income
$1,710
Other Revenue
$130
All Other Contributions
$25,022
Change in Net Assets
$-7,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$304,805
Total Revenue per Audited Statements
$304,805
Total Revenue per Form 990
$304,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$169,049
Salaries, Compensation, and Employee Benefits$143,609
Total Fundraising Expense$7,009
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,875$13,625$2,000$62,500
Other Salaries and Wages$45,139$15,041-$60,180
All Other Expenses$39,815$17,818$891$58,524
Other Employee Benefits$15,697$5,232-$20,929
Other Expenses$15,330$2,728$909$15,330
Advertising$8,751$2,625$3,209$14,585
Fees for Services Accounting-$6,678-$6,678
Office Expenses$2,485$993-$3,478
Insurance$1,333$889-$2,222
Travel$764$48-$812
Depreciation Depletion-$112-$112
Total Functional Expenses$228,099$77,550$7,009$312,658

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$312,658
Total Expenses per Audited Statements$312,658
Total Expenses per Form 990$312,658
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, Line 11B: Form 990 Review Process

“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, Line 18: Explanation of Other Means Forms Available For Public Inspection

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

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

“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
Chris Jones
Title
President
Signed
2021-03-01
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Ga
Voting Board Members
14
Independent Board Members
14
Employees
5
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: Other Expenses

“BANK CHARGES: Column (A) - Total = $345; Column (B) - Program Services = $0; Column (C) - Management & General = $345; Column (D) - Fundraising = $0”

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

“COMMITTEE EXPENSES: Column (A) - Total = $78; Column (B) - Program Services = $47; Column (C) - Management & General = $31; Column (D) - Fundraising = $0”

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

“COURSE CATALOG EXPENSES: Column (A) - Total = $15113; Column (B) - Program Services = $12090; Column (C) - Management & General = $3023; Column (D) - Fundraising = $0”

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

“EVENT EXPENSES: Column (A) - Total = $4994; Column (B) - Program Services = $4994; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“MERCHANT SERVICES: Column (A) - Total = $12207; Column (B) - Program Services = $1221; Column (C) - Management & General = $10986; Column (D) - Fundraising = $0”

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

“MISC ADMIN COSTS: Column (A) - Total = $173; Column (B) - Program Services = $0; Column (C) - Management & General = $173; Column (D) - Fundraising = $0”

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

“Postage and Shipping: Column (A) - Total = $1560; Column (B) - Program Services = $1092; Column (C) - Management & General = $312; Column (D) - Fundraising = $156”

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

“PRESIDENT'S OFFICE: Column (A) - Total = $282; Column (B) - Program Services = $198; Column (C) - Management & General = $42; Column (D) - Fundraising = $42”

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

“Printing and Publications: Column (A) - Total = $1861; Column (B) - Program Services = $1457; Column (C) - Management & General = $356; Column (D) - Fundraising = $48”

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

“SIG SUPPORT: Column (A) - Total = $6640; Column (B) - Program Services = $6640; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“TECHNOLOGY: Column (A) - Total = $12907; Column (B) - Program Services = $10326; Column (C) - Management & General = $1936; Column (D) - Fundraising = $645”

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

“TELEPHONE: Column (A) - Total = $1643; Column (B) - Program Services = $1150; Column (C) - Management & General = $493; Column (D) - Fundraising = $0”

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

“TRAINING AND EDUCATION: Column (A) - Total = $721; Column (B) - Program Services = $600; Column (C) - Management & General = $121; Column (D) - Fundraising = $0”

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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/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
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
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IRS990/OtherExpensesGrp/TotalAmt218185
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IRS990/OtherRevenueMiscGrp/Desc0AMAZON & KROGER CAMPAIGNS
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1148514
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36740
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt418804
IRS990/ProgSrvcAccomActy2Grp/Desc0LEARNING IN RETIREMENT (OLLI@UGA) OFFERS TRAVEL AND STUDY ADVENTURES THROUGHOUT THE YEAR. THE GOAL IS TO CREATE A VARIETY OF OPPORTUNITIES THAT PIQUE MEMBERS' CURIOSITY ABOUT HISTORY, GEOGRAPHY OR DIFFERENT CULTURES, AND PROVIDE MEMBERS WITH A MEANS TO EXPLORE THOSE INTERESTS WITH OTHER OLLI MEMBERS. TRIPS INCLUDE ONE DAY TRIPS, MULTI DAY TRIPS, AND INTERNATIONAL TRIPS.
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt010312

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$199,695
Liabilities
$47,333
Net assets
$152,362
Revenue
$304,805
Expenses
$312,658
Net income
-$7,853
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