Civic Intelligence

Learning in Retirement in the Desert Corporation

EIN 02-0791028 • 501(c)3 • Palm Desert, CA

Pub. 78 Eligible990-N Coverage

Profile

Learning in Retirement offers classes for senior citizens in the Coachella Valley that are tailored to their unique needs by inspiring, educating, and entertaining. All of our board members, teachers, and staff are non-paid volunteers. Classes are presented in classrooms or via Zoom. We have three semesters that are six weeks in length and are offered from November to April.

PO Box 12052Palm Desert, CA 92255

www.lirpalmdesert.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

49th percentile

1.2%

Higher net margin than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

56th percentile

0.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$170,274

Up $549 (+0.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$170,274

Up $549 (+0.3%) from 2024

Revenue

Up

$44,816

Up $4,825 (+12%) from 2024

Expenses

Down

$44,267

Down $550 (-1.2%) from 2024

Net Income

Up

$549

Up $5,375 (+111%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2017: $71,413Liabilities 2017: $0Net Assets 2017: $71,4132017Assets 2019: $95,859Liabilities 2019: $0Net Assets 2019: $95,8592019Assets 2020: $113,327Liabilities 2020: $0Net Assets 2020: $113,3272020Assets 2021: $141,726Liabilities 2021: $0Net Assets 2021: $141,7262021Assets 2022: $163,743Liabilities 2022: $0Net Assets 2022: $163,7432022Assets 2023: $174,551Liabilities 2023: $0Net Assets 2023: $174,5512023Assets 2024: $169,725Net Assets 2024: $169,7252024Assets 2025: $170,274Net Assets 2025: $170,2742025

Highlighted filing

2025

Assets$170,274
Liabilities-
Net Assets$170,274

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2017: $50,959Expenses 2017: $35,496Net Income 2017: $15,4632017Revenue 2019: $54,925Expenses 2019: $39,798Net Income 2019: $15,1272019Revenue 2020: $58,949Expenses 2020: $41,481Net Income 2020: $17,4682020Revenue 2021: $41,660Expenses 2021: $13,261Net Income 2021: $28,3992021Revenue 2022: $38,395Expenses 2022: $16,378Net Income 2022: $22,0172022Revenue 2023: $36,519Expenses 2023: $25,711Net Income 2023: $10,8082023Revenue 2024: $39,991Expenses 2024: $44,817Net Income 2024: -$4,8262024Revenue 2025: $44,816Expenses 2025: $44,267Net Income 2025: $5492025

Highlighted filing

2025

Revenue$44,816
Expenses$44,267
Net Income$549

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.2
Gross Receipts
$44,816
Mission and Program Overview

Mission

Learning in Retirement offers classes for senior citizens in the Coachella Valley that are tailored to their unique needs by inspiring, educating, and entertaining. All of our board members, teachers, and staff are non-paid volunteers. Classes are presented in classrooms or via Zoom. We have three semesters that are six weeks in length and are offered from November to April.

Program Services

DescriptionGrantsExpenses
Since our start 20 years ago, with two classes, we have grown to more than twenty-six classes in our last spring session that were attended by nearly 200 students. By providing the important service of classes to seniors in our area, we make a major contribution to the greater Coachella Valley community. When the pandemic struck the classes were moved to online. Classes will move back to the classrooms or continue online post-Covid. Over the years, we have developed a mutually-beneficial relationship with the College of the Desert that will serve us well in the future.$12,000$32,268
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gerald BlattPresidentPT$0--
Phil KibortSecretaryPT$0--
Marc RosenDirectorPT$0--
Tina VanderbergTreasurerPT$0--
Joe KokeshDirectorPT$0--
Felicia MartinDirectorPT$0--
Nancy DowlingVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Learning In Retirement In The Desert
EIN
02-0791028
Phone
2817858632
Address
PO Box 12052, Palm Desert, CA 92255

Signing Officer

Name
Tina Vanderberg
Title
Treasurer
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Solowitz & Associates CPAs Inc
Address
71650 Sahara Rd Ste 1, Rancho Mirage, CA 92270
Preparer
Nona S Solowitz CPA
Phone
7604230133
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: Scholarship | Donee's Name: Dr Carreon Foundation | Donee's Address: 41550 Eclectic St Palm Desert CA 92260 | Cash Amount Given: $10000

Other Expenses.1001

Advertising and Promotion $4887

Other Expenses.1002

Office Expenses $1723

Other Expenses.1012

Insurance $1050

Other Expenses.1

Zoom Fees $1184

Other Expenses.2

Paypal charges $1152

Other Expenses.3

Meals & Entertainment $160

Other Expenses.4

Bank Charges/Fees $129

Other Expenses.5

Facilitator Reimbursement $124

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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum02817858632
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ReturnHeader/TaxYr02024

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