Civic Intelligence

Learning in Retirement Inc.

990EZ • Fiscal year 2022 • EIN 02-0553205

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 12, 2023

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

85th percentile

0.24x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

96th percentile

$71,332

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 48.5% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

15th percentile

-33%

Faster asset growth than 15% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$145,278

Down $72,684 (-33%) from 2021

Net Assets

Down

$109,781

Down $77,092 (-41%) from 2021

Liabilities

Up

$35,497

Up $4,408 (+14%) from 2021

Revenue

Down

$147,050

Down $65,060 (-31%) from 2021

Expenses

Up

$201,561

Up $33,497 (+20%) from 2021

Net Income

Down

-$54,511

Down $98,557 (-224%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$145,278
Liabilities$35,497
Net Assets$109,781

Operations Trend

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

2022

Revenue$147,050
Expenses$201,561
Net Income-$54,511
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 12, 2023
Return Version
2021v4.1
Gross Receipts
$147,050
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.

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.

Program Services

DescriptionGrantsExpenses
IN THE CURRENT FISCAL YEAR, APPROXIMATELY 211 CLASSES WERE OFFERED. CURRICULUM OFFERINGS WERE EXPANDED TO OFFER COURSES VIRTUALLY THROUGH THE PANDEMIC. THE UNIVERSITY OF GEORGIA HAS RECEIVED $2 MILLION IN ENDOWMENTS FOR THE SPECIFIC USE OF LEARNING IN RETIREMENT, INC DBA THE OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF GEORGIA.-$60,625
LEARNING 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.-$683
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY MEEHANExecutive DirectorFT$71,332-$71,332
DAWN TORCIVIAPresidentPT$0--
MAMIE MIERZWAKPresident ElectPT$0--
LINDA DIPIETROSecretary-$0--
GREG MITSOFFTreasurerPT$0--
VICTOR GAGLIANODirector-$0--
WILLIAM BARSTOWDirector-$0--
SUSAN DOUGHERTYDirector-$0--
LAURA CARTERDirector-$0--
PENNY OLDFATHERDirector-$0--
FREDA SCOTT GILESDirector-$0--
NAVIN PATELDirector-$0--
DOUGLAS KLIEBERDirector-$0--
ROY MARTINBoard Liaison-$0--
LIZ POWELLDirector-$0--
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
2023-04-12
Discuss with paid preparer
Yes

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

Other Revenue.1

PARKING REVENUE $4980

Other Revenue.2

Amazon & kroger campaigns $199

Other Expenses.1001

Advertising and Promotion $6497

Other Expenses.1002

Office Expenses $1057

Other Expenses.1005

Travel $759

Other Expenses.1009

Depreciation $439

Other Expenses.1012

Insurance $2338

Other Expenses.1

Administrative fee $28343

Other Expenses.2

TECHNOLOGY $12920

Other Expenses.3

CONTRACT SERVICES $10568

Other Expenses.5

CLASS LISTS $6110

Other Expenses.6

LUNCH & LEARN $6053

Other Expenses.7

PARKING $5131

Other Expenses.8

BANK CHARGES $4751

Other Expenses.9

CURRICULUM EXPENSE $1863

Other Expenses.10

EVENT EXPENSES $1654

Other Expenses.11

Benefit video expense $1385

Other Expenses.12

TELEPHONE $1260

Other Expenses.13

PRESIDENT'S OFFICE $157

Other Expenses.14

MISC ADMIN COSTS $30

Other Expenses.15

COMMITTEE EXPENSES $29

Other Assets.1003

Machinery and Equipment - Beginning $100 Machinery and Equipment - Ending $1522

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $19843 Prepaid Expenses and Deferred Charges - Ending $13924

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $2116 Accounts Payable and Accrued Expenses - Ending $1398

Total Liabilities.1003

Deferred Revenue - Beginning $28973 Deferred Revenue - Ending $34099

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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PARKING REVENUE $4980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AMAZON & KROGER CAMPAIGNS $199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising and Promotion $6497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $1057
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Depreciation $439
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Insurance $2338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ADMINISTRATIVE FEE $28343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TECHNOLOGY $12920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTRACT SERVICES $10568
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10CLASS LISTS $6110
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11LUNCH & LEARN $6053
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PARKING $5131
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13BANK CHARGES $4751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14CURRICULUM EXPENSE $1863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15EVENT EXPENSES $1654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16BENEFIT VIDEO EXPENSE $1385
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TELEPHONE $1260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18PRESIDENT'S OFFICE $157
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Expenses.14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24Total Liabilities.1003
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWN TORCIVIA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARNING IN RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0020553205
ReturnHeader/Filer/USAddress/AddressLine1Txt0850 COLLEGE STATION RD
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030602
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581858240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TURNER AND PATAT PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01165-A CEDAR SHOALS DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030605
ReturnHeader/PreparerPersonGrp/PhoneNum07063541212
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kelli P Thompson
ReturnHeader/ReturnTs02023-04-12T17:01:35-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAWN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TORCIVIA
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

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