Civic Intelligence

Osher Lifelong Learning Institute at Penn State

990EZ • Fiscal year 2016 • EIN 23-2880225

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 19, 2016

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

3rd percentile

-235%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$325,607

Down $1,440 (-0.4%) from 2015

Net Assets

Down

$325,607

Down $1,440 (-0.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$612

Down $367,678 (-100%) from 2015

Expenses

Down

$2,052

Down $280,267 (-99%) from 2015

Net Income

Down

-$1,440

Down $87,411 (-102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2016

Assets$325,607
Liabilities-
Net Assets$325,607
Open 2016 Filing

Operations Trend

Revenue Growth1st 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

2016

Revenue$612
Expenses$2,052
Net Income-$1,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 19, 2016
Return Version
2015v2.1
Gross Receipts
$612
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
PROVIDING EDUCATIONAL AND SOCIAL ENRICHMENT OPPORTUNITIES TO SEASONED ADULTS THROUGH CLASSES AND SPECIAL EVENTS-$868
TRAVEL, TRANSPORTATION AND TOURS TO AREAS AND PLACES OF CULTURAL, HISTORICAL AND OTHER SIGNIFICANCE--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH ANDERSONExecutive Di-$0--
DEBORAH KLEVANSPresident-$0--
JOHN ANDREWSBoard Member-$0--
STEVE GENTRYPast Preside-$0--
CLAIRE BRANNENBoard Member-$0--
CURTIS FRANTZBoard Member-$0--
JAN DEIHLBoard Member-$0--
WAYNE BAGGETTBoard Member-$0--
JUDY MALICKPresident El-$0--
AMY MARSHALLTreasurer-$0--
GARY MITCHELLBoard Member-$0--
JUDY REEDSecretary-$0--
NELL YEARICKBoard Member-$0--
ANN VAN BLARGANBoard Member-$0--
MELADY KEHMBoard Member-$0--
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
Sarah Anderson
Title
Executive Director
Phone
8142382368
Signed
2016-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Emert & Associates Pc
Address
131 EAST MAIN STREET, LOCK HAVEN, PA 17745
Preparer
Raymond a Krupack CPA
Phone
5707486505
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank and credit card fees 1,184 program refunds-prior yea 441 non-investment depreciation 427 total 2,052”

Form 990-ez, Part II, Line 24

“Fixed assets 25,637 25,637 less accumulated depreciation 24,895 25,322 total 742 315”

Form 990-ez, Part III

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

Raw XML Appendix178 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEBORAH KLEVANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN ANDREWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE GENTRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CLAIRE BRANNEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CURTIS FRANTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAN DEIHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WAYNE BAGGETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JUDY MALICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY MARSHALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10GARY MITCHELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JUDY REED
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12NELL YEARICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13ANN VAN BLARGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14MELADY KEHM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0742
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0315
IRS990EZ/OtherExpensesTotalAmt02052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0VOLUNTEER DRIVEN ORGANIZATION THAT PROVIDES SEASONED ADULTS WITH EDUCATIONAL AND SOCIAL ENRICHMENT OPPORTUNITIES.
IRS990EZ/ProgramServiceRevenueAmt025
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDING EDUCATIONAL AND SOCIAL ENRICHMENT OPPORTUNITIES TO SEASONED ADULTS THROUGH CLASSES AND SPECIAL EVENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TRAVEL, TRANSPORTATION AND TOURS TO AREAS AND PLACES OF CULTURAL, HISTORICAL AND OTHER SIGNIFICANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0868
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt02052
IRS990EZ/TotalProgramServiceExpensesAmt0868
IRS990EZ/TotalRevenueAmt0612
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OLLI.PSU.EDU
IRS990ScheduleA/SchoolInd0X
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 PROMOTIONAL FLYERS.
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK AND CREDIT CARD FEES 1,184 PROGRAM REFUNDS-PRIOR YEA 441 NON-INVESTMENT DEPRECIATION 427 TOTAL 2,052
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIXED ASSETS 25,637 25,637 LESS ACCUMULATED DEPRECIATION 24,895 25,322 TOTAL 742 315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VOLUNTEER DRIVEN ORGANIZATION THAT PROVIDES SEASONED ADULTS WITH EDUCATIONAL AND SOCIAL ENRICHMENT OPPORTUNITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08142382368
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OSHER LIFELONG LEARNING INSTITUTE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AT PENN STATE
ReturnHeader/Filer/BusinessNameControlTxt0OSHE
ReturnHeader/Filer/EIN0232880225
ReturnHeader/Filer/PhoneNum08148674278
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 OUTREACH BLD 100 INNOVATION BLV
ReturnHeader/Filer/USAddress/CityNm0UNIVERSITY PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232812643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EMERT & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0131 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOCK HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017745
ReturnHeader/PreparerPersonGrp/PhoneNum05707486505
ReturnHeader/PreparerPersonGrp/PreparationDt02016-10-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND A KRUPACK CPA
ReturnHeader/ReturnTs02016-10-24T13:00:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$325,607
Liabilities
-
Net assets
$325,607
Revenue
$612
Expenses
$2,052
Net income
-$1,440
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