Civic Intelligence

Osher Lifelong Learning Institute at Penn State

990 • Fiscal year 2015 • EIN 23-2880225

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 16, 2015

Organization ProfileWWW.OLLI.PSU.EDU
126 Outreach Bld 100 Innovation BlvUniversity Park, PA 16802

(814) 867-4278

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

36%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

1.3%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$327,047

Up $85,971 (+36%) from 2014

Net Assets

Up

$327,047

Up $85,971 (+36%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin79th percentile

Revenue

Up

$368,290

Up $4,760 (+1.3%) from 2014

Expenses

Down

$282,319

Down $7,904 (-2.7%) from 2014

Net Income

Up

$85,971

Up $12,664 (+17%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $120,668Liabilities 2011: $0Net Assets 2011: $120,6682011Assets 2012: $134,567Liabilities 2012: $0Net Assets 2012: $134,5672012Assets 2013: $167,769Liabilities 2013: $0Net Assets 2013: $167,7692013Assets 2014: $241,076Liabilities 2014: $0Net Assets 2014: $241,0762014Assets 2015: $327,047Liabilities 2015: $0Net Assets 2015: $327,0472015Assets 2016: $325,607Net Assets 2016: $325,6072016

Highlighted filing

2015

Assets$327,047
Liabilities$0
Net Assets$327,047
Open 2015 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2011: $246,547Expenses 2011: $242,841Net Income 2011: $3,7062011Expenses 2012: $270,1342012Expenses 2013: $295,2292013Revenue 2014: $363,530Expenses 2014: $290,223Net Income 2014: $73,3072014Revenue 2015: $368,290Expenses 2015: $282,319Net Income 2015: $85,9712015Revenue 2016: $612Expenses 2016: $2,052Net Income 2016: -$1,4402016

Highlighted filing

2015

Revenue$368,290
Expenses$282,319
Net Income$85,971
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 16, 2015
Return Version
2014v6.0
Gross Receipts
$368,290
Mission and Program Overview

Mission

Volunteer driven organization that provides seasoned adults with educational and social enrichment opportunities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$114,563$196,582▲ $82,019
Savings and Temporary Cash Investments$124,473$129,723▲ $5,250
Land, Buildings, and Equipment, Net$2,040$742▼ $1,298
Total Assets$241,076$327,047▲ $85,971
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$226,914$312,885▲ $85,971
Temporarily Rstr Net Assets$14,162$14,162→ $0
Total Net Assets Fund Balance$241,076$327,047▲ $85,971
Total Liabilities and Net Assets / Fund Balance$241,076$327,047▲ $85,971

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$742$24,895$25,637

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$2,637,840-▲ $46,261$120,095$2,551,871
2013$2,365,660$81,465▲ $401,321$211,469$2,637,840
2012$2,148,827-▲ $289,275$61,753$2,365,660
2011$1,222,808$1,000,000▼ $320$68,102$2,148,827
2010$1,031,862-▲ $246,359$50,000$1,222,808
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Deborah KlevansPresident
Judy MalickPresident El
Ann Van BlarganBoard Member
Claire BrannenBoard Member
Curtis FrantzBoard Member
Gary MitchellBoard Member
Jan DeihlBoard Member
John AndrewsBoard Member
Melady KehmBoard Member
Nell YearickBoard Member
Wayne BaggettBoard Member
Steve GentryPast Preside
Judy ReedSecretary
Amy MarshallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$124,620
Program Service Revenue
$243,177
Investment Income
$493
Other Revenue
$0
All Other Contributions
$114,585
Change in Net Assets
$85,971
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$149,718
Other Expenses$132,601
Total Fundraising Expense$1,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$132,906-$132,906
Payroll Taxes-$10,167-$10,167
Payments to Affiliates$10,035--$10,035
Office Expenses-$9,733-$9,733
All Other Expenses$3,643$2,552$1,936$8,131
Insurance-$6,902-$6,902
Other Employee Benefits-$6,645-$6,645
Other Expenses$4,923$8,028-$4,923
Fees for Services Accounting-$1,950-$1,950
Depreciation Depletion$1,298--$1,298
Travel$483--$483
Total Functional Expenses$101,500$178,883$1,936$282,319
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Membership organization where members elect the governing body and approve significant decisions of the governing body.”

Form 990, Page 6, Part VI, Line 7A

“Members have the ability to elect the governing body.”

Form 990, Page 6, Part VI, Line 7B

“Sigificant decisions regarding the organization are subject to membership approval.”

Form 990, Page 6, Part VI, Line 11B

“Reviewed by board president and executive director.”

Form 990, Page 6, Part VI, Line 12C

“Each board member signed the conflict of interest policy agreeing to compliance. Conflict of interest policy is included in the bylaws.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee reviews equal positions both locally and nationally.”

Form 990, Page 6, Part VI, Line 19

“All governance and financial documents are available on request.”

Filing and Contact Details

Filer

Filer Name
Osher Lifelong Learning Institute
EIN
23-2880225
Phone
8148674278
Address
126 OUTREACH BLD 100 INNOVATION BLV, UNIVERSITY PARK, PA 16802

Signing Officer

Name
Deborah Klevans
Title
President
Phone
8148674278
Signed
2015-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Klevans President
Formed
1997
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
723

Preparer

Firm
Emert & Associates Pc
Address
131 EAST MAIN STREET, LOCK HAVEN, PA 17745
Preparer
Raymond a Krupack CPA
Phone
5707486505
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0124473
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0129723
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt012135
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02637840
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02551871
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt046261
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0120095
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt011601
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02365660
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt081465
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02637840
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0401321
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0211469
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt010689
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02148827
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02365660
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0289275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt061753
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01222808
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02148827
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-320
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt068102
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01031862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01222808
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0246359
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0true
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0742
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024895
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt025637
IRS990ScheduleD/RelatedOrgListSchRInd0true
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0742
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0false
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NON DISCRIMINATION POLICY IS PUBLISHED IN ALL CATALOGS AND IS LISTED ON THE ORGANIZATIONS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION DOES NOT REQUEST AGE, GENDER, RACE OR OTHER DATA. ONLY REQUIREMENT FOR PARTICIPATION IS THAT THEY BE OVER THE AGE OF 18.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERSHIP ORGANIZATION WHERE MEMBERS ELECT THE GOVERNING BODY AND APPROVE SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS HAVE THE ABILITY TO ELECT THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SIGIFICANT DECISIONS REGARDING THE ORGANIZATION ARE SUBJECT TO MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED BY BOARD PRESIDENT AND EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EACH BOARD MEMBER SIGNED THE CONFLICT OF INTEREST POLICY AGREEING TO COMPLIANCE. CONFLICT OF INTEREST POLICY IS INCLUDED IN THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PERSONNEL COMMITTEE REVIEWS EQUAL POSITIONS BOTH LOCALLY AND NATIONALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL GOVERNANCE AND FINANCIAL DOCUMENTS ARE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE PENNSYLVANIA STATE UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0170C
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ENDOW ADM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0201 OLD MAIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0UNIVERSITY PARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd016802
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0107538
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL MONETARY AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE PENNSYLVANIA STATE UNIVERSITY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt014162
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt014162
IRS990/TempOrPermanentEndowmentsInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$327,047
Liabilities
$0
Net assets
$327,047
Revenue
$368,290
Expenses
$282,319
Net income
$85,971
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.26$3.26$0.01$0.02$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$3.68$2.82$0.86
2014Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$3.64$2.90$0.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.00$1.68$2.95
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.00$1.35$2.70
2011Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$2.47$2.43$0.04