Civic Intelligence

Osher Lifelong Learning Institute at Carnegie Mellon University

990 • Fiscal year 2015 • EIN 25-1768391

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 12, 2016

Organization Profile
4909 Frew Street - Hunt Library LlPittsburgh, PA 15213

(412) 268-7489

Siviq Scores

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

Liabilities / Assets

70th percentile

0.20x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

82nd percentile

0.45x

Higher debt load relative to revenue than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

66th percentile

7.9%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$964,162

Up $70,974 (+7.9%) from 2014

Net Assets

Up

$768,091

Up $65,788 (+9.4%) from 2014

Liabilities

Up

$196,071

Up $5,186 (+2.7%) from 2014

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin79th percentile

Revenue

Down

$435,785

Down $53,752 (-11%) from 2014

Expenses

Up

$340,972

Up $5,551 (+1.7%) from 2014

Net Income

Down

$94,813

Down $59,303 (-38%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $613,837Liabilities 2012: $138,194Net Assets 2012: $475,6432012Assets 2013: $726,121Liabilities 2013: $177,934Net Assets 2013: $548,1872013Assets 2014: $893,188Liabilities 2014: $190,885Net Assets 2014: $702,3032014Assets 2015: $964,162Liabilities 2015: $196,071Net Assets 2015: $768,0912015Assets 2016: $1,026,708Liabilities 2016: $213,319Net Assets 2016: $813,3892016Assets 2018: $1,016,604Liabilities 2018: $33,075Net Assets 2018: $983,5292018Assets 2019: $1,114,978Liabilities 2019: $26,381Net Assets 2019: $1,088,5972019Assets 2020: $1,168,487Liabilities 2020: $72,124Net Assets 2020: $1,096,3632020Assets 2021: $1,373,882Liabilities 2021: $83,680Net Assets 2021: $1,290,2022021Assets 2022: $1,188,524Liabilities 2022: $20,693Net Assets 2022: $1,167,8312022Assets 2023: $1,267,230Liabilities 2023: $21,153Net Assets 2023: $1,246,0772023Assets 2024: $1,321,052Liabilities 2024: $29,004Net Assets 2024: $1,292,0482024

Highlighted filing

2015

Assets$964,162
Liabilities$196,071
Net Assets$768,091
Open 2015 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KExpenses 2012: $327,8992012Revenue 2013: $435,411Expenses 2013: $377,746Net Income 2013: $57,6652013Revenue 2014: $489,537Expenses 2014: $335,421Net Income 2014: $154,1162014Revenue 2015: $435,785Expenses 2015: $340,972Net Income 2015: $94,8132015Revenue 2016: $427,926Expenses 2016: $419,045Net Income 2016: $8,8812016Revenue 2018: $457,310Expenses 2018: $406,436Net Income 2018: $50,8742018Revenue 2019: $554,779Expenses 2019: $464,152Net Income 2019: $90,6272019Revenue 2020: $539,342Expenses 2020: $482,168Net Income 2020: $57,1742020Revenue 2021: $514,100Expenses 2021: $406,322Net Income 2021: $107,7782021Revenue 2022: $492,213Expenses 2022: $448,066Net Income 2022: $44,1472022Revenue 2023: $431,004Expenses 2023: $399,837Net Income 2023: $31,1672023Revenue 2024: $373,711Expenses 2024: $391,549Net Income 2024: -$17,8382024

Highlighted filing

2015

Revenue$435,785
Expenses$340,972
Net Income$94,813
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 12, 2016
Return Version
2015v2.1
Gross Receipts
$435,785
Mission and Program Overview

Mission

To provide educational courses for older adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$510,388$515,602▲ $5,214
Cash and Non-Interest-Bearing Accounts$325,452$407,468▲ $82,016
Land, Buildings, and Equipment, Net$43,755$28,869▼ $14,886
Total Assets$893,188$964,162▲ $70,974
Other Assets Total$13,593$12,223▼ $1,370
Liabilities
Other Liabilities$179,123$189,727▲ $10,604
Accounts Payable and Accrued Expenses$11,762$6,344▼ $5,418
Total Liabilities$190,885$196,071▲ $5,186
Net Assets / Fund Balance
Unrestricted Net Assets$702,303$768,091▲ $65,788
Total Net Assets Fund Balance$702,303$768,091▲ $65,788
Total Liabilities and Net Assets / Fund Balance$893,188$964,162▲ $70,974

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28,869$130,391$159,260
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
John OlmstedPresident
Alan HolstDirector
Alan HribarDirector
Anna EstopDirector
Byron GottfriedDirector
Carl HohnbaumDirector
Gary BatesDirector
James SchleiferDirector
Jane CordiscoDirector
Jeffery SwogerDirector
Jim ReitzDirector
Joan BenardDirector
Joseph ScorpionDirector
Linda BishoffDirector
Pat SchroderDirector
Raja SooriamurthiDirector
Robert BrownDirector
Rosalie BarsottiSecretary
Greg WrightTreasurer
Alan JamesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$138,732
Program Service Revenue
$285,296
Investment Income
$11,757
Other Revenue
$0
All Other Contributions
$138,732
Change in Net Assets
$94,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$195,091
Salaries, Compensation, and Employee Benefits$142,881
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$32,946$98,837-$131,783
Office Expenses$49,635$5,215-$54,850
Depreciation Depletion$24,407--$24,407
All Other Expenses$12,138$2,012-$14,150
Fees for Services Accounting-$12,322-$12,322
Payroll Taxes$2,774$8,324-$11,098
Insurance$6,336$704-$7,040
Other Expenses$6,307$6,678-$6,307
Information Technology$4,875--$4,875
Grants to Domestic Orgs$3,000--$3,000
Fees for Services Other$530$530-$1,060
Total Functional Expenses$206,350$134,622$0$340,972
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposit Memberships$135,138
Deposit Registration$47,036
Deposits Other$7,553
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“No review was or will be conducted.”

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

“BY REVIEW OF THE BOARD”

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

“BY APPROVAL OF THE BOARD”

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

“BY APPROVAL OF THE BOARD”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Osher Lifelong Learning Institute
EIN
25-1768391
Phone
4122687489
Address
4909 FREW STREET - HUNT LIBRARY LL, PITTSBURGH, PA 15213

Signing Officer

Name
Greg Wright
Title
Treasurer
Phone
4122687489
Signed
2016-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Olmsted
Voting Board Members
20
Independent Board Members
20
Employees
3
Volunteers
45

Preparer

Firm
Stenger Bies & Company Inc
Address
1910 COCHRAN RD SUITE 726, PITTSBURGH, PA 15220
Preparer
William H Hockman
Phone
4123417788
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To provide educational courses for older adults.”

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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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IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE EDUCATIONAL COURSES FOR OLDER ADULTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0702303
IRS990/NetAssetsOrFundBalancesEOYAmt0768091
IRS990/NetUnrlzdGainsLossesInvstAmt0-29025
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05215
IRS990/OfficeExpensesGrp/ProgramServicesAmt049635
IRS990/OfficeExpensesGrp/TotalAmt054850
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013593
IRS990/OtherAssetsTotalGrp/EOYAmt012223
IRS990/OtherExpensesGrp/Desc0CURRICULM EXPENSES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP COSTS
IRS990/OtherExpensesGrp/Desc2OTHER MANAGEMENT EXP
IRS990/OtherExpensesGrp/Desc3SPECIAL EVENT COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06678
IRS990/OtherExpensesGrp/ProgramServicesAmt052002
IRS990/OtherExpensesGrp/ProgramServicesAmt111400
IRS990/OtherExpensesGrp/ProgramServicesAmt26307
IRS990/OtherExpensesGrp/TotalAmt052002
IRS990/OtherExpensesGrp/TotalAmt111400
IRS990/OtherExpensesGrp/TotalAmt26678
IRS990/OtherExpensesGrp/TotalAmt36307
IRS990/OtherLiabilitiesGrp/BOYAmt0179123
IRS990/OtherLiabilitiesGrp/EOYAmt0189727
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt098837
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt032946
IRS990/OtherSalariesAndWagesGrp/TotalAmt0131783
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08324
IRS990/PayrollTaxesGrp/ProgramServicesAmt02774
IRS990/PayrollTaxesGrp/TotalAmt011098
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN OLMSTED
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CLASS REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0153404
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1131892
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0153404
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1131892
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TO PROVIDE EDUCATIONAL COURSES FOR OLDER ADULTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0206350
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0197059
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt010000
IRS990/PYInvestmentIncomeAmt012843
IRS990/PYOtherExpensesAmt0175654
IRS990/PYProgramServiceRevenueAmt0279635
IRS990/PYRevenuesLessExpensesAmt0154116
IRS990/PYSalariesCompEmpBnftPaidAmt0149767
IRS990/PYTotalExpensesAmt0335421
IRS990/PYTotalRevenueAmt0489537
IRS990/ReconcilationRevenueExpnssAmt094813
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0138732
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0197059
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0164934
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0665
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0143787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0645177
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0297053
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0292630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0270477
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0246280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0217769
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01324209
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01969386
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0435785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0489689
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0435411
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0246945
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0361556
IRS990ScheduleA/Total509Grp/TotalAmt01969386
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0435785
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0489689
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0435411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0246945
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0361556
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01969386
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028869
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0130391
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0159260
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0135138
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt147036
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27553
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT MEMBERSHIPS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEPOSIT REGISTRATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS OTHER
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028869
IRS990ScheduleD/TotalLiabilityAmt0189727
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/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE EDUCATIONAL COURSES FOR OLDER ADULTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BY REVIEW OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BY APPROVAL OF THE BOARD

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$964,162
Liabilities
$196,071
Net assets
$768,091
Revenue
$435,785
Expenses
$340,972
Net income
$94,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.03$1.29$0.37$0.39$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.02$1.25$0.43$0.40$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$0.49$0.45$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.08$1.29$0.51$0.41$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.07$1.10$0.54$0.48$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.03$1.09$0.55$0.46$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.03$0.98$0.46$0.41$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.21$0.81$0.43$0.42$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.20$0.77$0.44$0.34$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.19$0.70$0.49$0.34$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.18$0.55$0.44$0.38$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.14$0.48$0.33