Liabilities / Assets
86th percentile
Higher debt load relative to assets than 86% of similar nonprofits.
Learning in Retirement Inc.
990EZ • Fiscal year 2023 • EIN 02-0553205
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.26x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
31st percentile
Higher net margin than 31% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 34.1% of source-year revenue.
Asset Growth
53rd percentile
Faster asset growth than 53% of similar nonprofits.
Revenue Growth
72nd percentile
Faster revenue growth than 72% of similar nonprofits.
Balance Sheet
Assets
Up$148,963
Up $3,685 (+2.5%) from 2022
Net Assets
Down$109,671
Down $110 (-0.1%) from 2022
Liabilities
Up$39,292
Up $3,795 (+11%) from 2022
Revenue And Expenses
Revenue
Up$191,539
Up $44,489 (+30%) from 2022
Expenses
Up$203,821
Up $2,260 (+1.1%) from 2022
Net Income
Up-$12,282
Up $42,229 (+77%) from 2022
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2022 to Jun 30, 2023
- Signed
- Apr 25, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $191,539
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
| Description | Grants | Expenses |
|---|---|---|
| IN THE CURRENT FISCAL YEAR, APPROXIMATELY 266 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. | - | $95,571 |
| 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. | - | $25,405 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TIMOTHY MEEHAN | Executive Director | FT | $65,245 | - | $65,245 |
| ALEXIS WINGER | Director | - | $0 | - | - |
| MAMIE MIERZWAK | President | PT | $0 | - | - |
| GREG MITSOFF | Treasurer | PT | $0 | - | - |
| JANE AMOS | Director | - | $0 | - | - |
| NORMAN BALDWIN | Director | - | $0 | - | - |
| LAURA CARTER | Director | - | $0 | - | - |
| VICTOR GAGLIANO | Director | - | $0 | - | - |
| ROY MARTIN | Director | - | $0 | - | - |
| NAVIN PATEL | Director | - | $0 | - | - |
| DOUG KLEIBER | Director | - | $0 | - | - |
| CHUCK TERRY | Director | - | $0 | - | - |
| LIZ POWELL | Director | - | $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
- Greg Mitsoff
- Title
- Treasurer
- Signed
- 2024-04-25
- 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 $10948”
Other Revenue.2
“Amazon & kroger campaigns $45”
Other Expenses.1001
“Advertising and Promotion $9313”
Other Expenses.1002
“Office Expenses $1308”
Other Expenses.1009
“Depreciation $628”
Other Expenses.1012
“Insurance $3757”
Other Expenses.1
“Administrative fee $25277”
Other Expenses.2
“LUNCH & LEARN $15648”
Other Expenses.3
“TECHNOLOGY $13238”
Other Expenses.4
“Travel study expenses $9534”
Other Expenses.5
“PARKING $9000”
Other Expenses.6
“BANK CHARGES $6815”
Other Expenses.8
“CLASS LISTS $4424”
Other Expenses.9
“CURRICULUM EXPENSE $3881”
Other Expenses.10
“EVENT EXPENSES $3259”
Other Expenses.11
“Benefit video expense $1125”
Other Expenses.12
“PRESIDENT'S OFFICE $501”
Other Expenses.13
“Volunteer appreciation $500”
Other Expenses.14
“TELEPHONE $478”
Other Expenses.15
“MISC ADMIN COSTS $87”
Other Expenses.16
“COMMITTEE EXPENSES $47”
Other Assets.1003
“Machinery and Equipment - Beginning $1522 Machinery and Equipment - Ending $894”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $13924 Prepaid Expenses and Deferred Charges - Ending $13553”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $1398 Accounts Payable and Accrued Expenses - Ending $888”
Total Liabilities.1003
“Deferred Revenue - Beginning $34099 Deferred Revenue - Ending $38404”
Raw XML Appendix257 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.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | TIMOTHY MEEHAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7065488181 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 850 COLLEGE STATION ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ATHENS |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 30602 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 129832 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 134516 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 73327 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -12282 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 12696 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 145278 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 148963 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 191539 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 2246 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 109781 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 109671 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 109781 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 109671 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 2.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 40.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 65245 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALEXIS WINGER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MAMIE MIERZWAK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | GREG MITSOFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JANE AMOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | NORMAN BALDWIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LAURA CARTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | VICTOR GAGLIANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ROY MARTIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | NAVIN PATEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | DOUG KLEIBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | CHUCK TERRY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | LIZ POWELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | TIMOTHY MEEHAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | EXECUTIVE DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15446 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 14447 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 12172 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 108820 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 10993 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 5486 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 104973 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | IN THE CURRENT FISCAL YEAR, APPROXIMATELY 266 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 95571 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 25405 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 76819 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 35497 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 39292 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 203821 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 120976 |
| IRS990EZ/TotalRevenueAmt | 0 | 191539 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | OLLI.UGA.EDU |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 73327 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 67507 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 73209 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 220459 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 315442 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 749944 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 62 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1369 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 377 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1641 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1912 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 5361 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 62 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 1369 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 377 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1641 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 1912 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 5361 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00710 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00650 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99290 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99350 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 749944 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 73327 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 67507 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 73209 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 220459 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 315442 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 749944 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 73389 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 68876 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 73586 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 222100 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 317354 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 755305 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | PARKING REVENUE $10948 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AMAZON & KROGER CAMPAIGNS $45 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Advertising and Promotion $9313 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Office Expenses $1308 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Depreciation $628 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Insurance $3757 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | ADMINISTRATIVE FEE $25277 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | LUNCH & LEARN $15648 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | TECHNOLOGY $13238 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | TRAVEL STUDY EXPENSES $9534 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | PARKING $9000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | BANK CHARGES $6815 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | CLASS LISTS $4424 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | CURRICULUM EXPENSE $3881 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | EVENT EXPENSES $3259 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | BENEFIT VIDEO EXPENSE $1125 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | PRESIDENT'S OFFICE $501 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | VOLUNTEER APPRECIATION $500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 18 | TELEPHONE $478 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 19 | MISC ADMIN COSTS $87 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 20 | COMMITTEE EXPENSES $47 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 21 | Machinery and Equipment - Beginning $1522 Machinery and Equipment - Ending $894 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 22 | Prepaid Expenses and Deferred Charges - Beginning $13924 Prepaid Expenses and Deferred Charges - Ending $13553 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 23 | Accounts Payable and Accrued Expenses - Beginning $1398 Accounts Payable and Accrued Expenses - Ending $888 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 24 | Deferred Revenue - Beginning $34099 Deferred Revenue - Ending $38404 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Revenue.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1009 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.1012 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Other Expenses.13 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 18 | Other Expenses.14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 19 | Other Expenses.15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 20 | Other Expenses.16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 21 | Other Assets.1003 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 22 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 23 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 24 | Total Liabilities.1003 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | GREG MITSOFF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-04-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LEARNING IN RETIREMENT INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LEAR |
| ReturnHeader/Filer/EIN | 0 | 020553205 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 850 COLLEGE STATION RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ATHENS |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 30602 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 581858240 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | TURNER AND PATAT PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1165-A CEDAR SHOALS DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ATHENS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30605 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7063541212 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kelli P Thompson |
| ReturnHeader/ReturnTs | 0 | 2024-04-25T10:08:01-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | GREG |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MITSOFF |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $148,963
- Liabilities
- $39,292
- Net assets
- $109,671
- Revenue
- $191,539
- Expenses
- $203,821
- Net income
- -$12,282