Civic Intelligence

Institute for Continued Learning at Roosevelt University

990EZ • Fiscal year 2016 • EIN 27-0848758

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 31, 2017

1400 N Roosevelt Boulevard 705Schaumburg, IL 60173-4348

(224) 523-6497

Siviq Scores

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

Liabilities / Assets

75th percentile

0.07x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

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

Net Margin

52nd percentile

3.9%

Higher net margin than 52% 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

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

50th percentile

0.5%

Faster revenue growth than 50% of similar nonprofits.

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

Assets

Up

$154,445

Up $3,729 (+2.5%) from 2015

Net Assets

Up

$143,793

Up $2,894 (+2.1%) from 2015

Liabilities

Up

$10,652

Up $835 (+8.5%) from 2015

Revenue

Up

$74,625

Up $374 (+0.5%) from 2015

Expenses

Down

$71,731

Down $176 (-0.2%) from 2015

Net Income

Up

$2,894

Up $550 (+23%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2013: $139,944Liabilities 2013: $6,625Net Assets 2013: $133,3192013Assets 2014: $150,311Liabilities 2014: $11,756Net Assets 2014: $138,5552014Assets 2015: $150,716Liabilities 2015: $9,817Net Assets 2015: $140,8992015Assets 2016: $154,445Liabilities 2016: $10,652Net Assets 2016: $143,7932016Assets 2017: $144,830Liabilities 2017: $4,836Net Assets 2017: $139,9942017Assets 2018: $144,692Liabilities 2018: $2,486Net Assets 2018: $142,2062018Assets 2019: $136,615Liabilities 2019: $2,512Net Assets 2019: $134,1032019Assets 2020: $154,739Liabilities 2020: $2,490Net Assets 2020: $152,2492020Assets 2021: $162,135Liabilities 2021: $9,363Net Assets 2021: $152,7722021Assets 2022: $155,291Liabilities 2022: $2,623Net Assets 2022: $152,6682022Assets 2023: $153,953Liabilities 2023: $3,380Net Assets 2023: $150,5732023Assets 2024: $150,677Liabilities 2024: $2,409Net Assets 2024: $148,2682024

Highlighted filing

2016

Assets$154,445
Liabilities$10,652
Net Assets$143,793

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $68,518Expenses 2013: $61,571Net Income 2013: $6,9472013Revenue 2014: $75,584Expenses 2014: $70,348Net Income 2014: $5,2362014Revenue 2015: $74,251Expenses 2015: $71,907Net Income 2015: $2,3442015Revenue 2016: $74,625Expenses 2016: $71,731Net Income 2016: $2,8942016Revenue 2017: $73,905Expenses 2017: $77,704Net Income 2017: -$3,7992017Revenue 2018: $76,468Expenses 2018: $74,256Net Income 2018: $2,2122018Revenue 2019: $65,344Expenses 2019: $73,447Net Income 2019: -$8,1032019Revenue 2020: $50,720Expenses 2020: $32,574Net Income 2020: $18,1462020Revenue 2021: $57,090Expenses 2021: $56,567Net Income 2021: $5232021Revenue 2022: $54,770Expenses 2022: $54,874Net Income 2022: -$1042022Revenue 2023: $69,708Expenses 2023: $71,803Net Income 2023: -$2,0952023Revenue 2024: $60,490Expenses 2024: $62,795Net Income 2024: -$2,3052024

Highlighted filing

2016

Revenue$74,625
Expenses$71,731
Net Income$2,894
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 31, 2017
Return Version
2016v3.0
Gross Receipts
$79,851
Mission and Program Overview

Mission

The institute of continued learning at roosevelt university ("iclru") provides senior citizens (age 55 and over)with non-credit academic and social programs.

Program Services

DescriptionGrantsExpenses
OTHER PROGRAMS-$49,273
FIELD TRIPS & SOCIAL EVENTS - FUNDED BY FEES CHARGED TO ATTENDING MEMBERS. 2016 FIELD TRIPS TO SWEDISH AMERICAN MUSEUM AND FIELD MUSEUM. THE TRIPS ARE TYPICALLY ATTENDED BY 30-40 MEMBERS. SOCIAL EVENTS HELD IN 2016 WERE - A CHICAGO CUBS BASEBALL GAME, AN APPRECIATION LUNCHEON, A HOLIDAY PARTY, AND AN ICE CREAM SOCIAL.-$19,056
LECTURE SERIES & SEMINARS ON VARIOUS TOPICS LED BY NON-ICLRU EXPERTS IN THEIR RESPECTIVE FIELDS. ATTENDANCE AVERAGE 170-200 MEMBERS PER LECTURE. THE LECTURES ARE FUNDED BY MEMBERSHIP DUES. THE SEMINAR ACTIVITIES ARE FUNDED BY FEES CHARGED TO ATTENDING MEMBERS.-$1,900
CLASSROOM PROGRAMS LED BY ICLRU VOLUNTEER COORDINATORS. THERE ARE APPROXIMATELY 20 CLASSES PER TERM HELD ONCE PER WEEK WITH APPROXIMATELY 900-1000 CLASSROOM SEATS FILLED PER TERM: SPRING (9 WEEKS) SUMMER (5 WEEKS) FALL (9 WEEKS) WINTER (5 WEEKS)-$1,502
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN WIESEPresidentPT$0--
SUE MASTERSONSecretaryPT$0--
JOAN BRODYTreasurerPT$0--
LES MILLERDirector-$0--
SUE HARTYDirector-$0--
ANDREA ZIETLOWVice- PresidPT$0--
HENRIETTA LEARYDirector-$0--
STEVE WOLFDirector-$0--
JIM KACENADirector-$0--
Filing and Contact Details

Filer

Filer Name
Institute for Continued Learning at
EIN
27-0848758
Phone
2245236497
Address
1400 N ROOSEVELT BOULEVARD 705, SCHAUMBURG, IL 60173-4348

Signing Officer

Name
John Wiese
Title
President
Phone
8473972538
Signed
2017-01-31
Discuss with paid preparer
Yes

Preparer

Firm
Cjbs LLC
Address
2100 SANDERS RD STE 200, NORTHBROOK, IL 60062-6141
Preparer
Andrew R Lotts
Phone
8479452888
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 1,731 insurances 1,115 lecture series & seminars 1,900 field trips and social ev 19,056 program development 1,502 credit card processing 1,380 licenses & fees 163 telephone 972 total 27,819

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 100 2,890 total 100 2,890

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,067 5,902 due to friendship village 4,750 4,750

Form 990-ez, Part III

The institute of continued learning at roosevelt university ("iclru") provides senior citizens (age 55 and over)with non-credit academic and social programs.

Form 990-ez, Part III, Line 28

Classroom programs led by iclru volunteer coordinators. There are approximately 20 classes per term held once per week with approximately 900-1000 classroom seats filled per term: spring (9 weeks) summer (5 weeks) fall (9 weeks) winter (5 weeks)

Form 990-ez, Part III, Line 29

Lecture series & seminars on various topics led by non-iclru experts in their respective fields. Attendance average 170-200 members per lecture. The lectures are funded by membership dues. The seminar activities are funded by fees charged to attending members.

Form 990-ez, Part III, Line 30

Field trips & social events - funded by fees charged to attending members. 2016 field trips to swedish american museum and field museum. The trips are typically attended by 30-40 members. Social events held in 2016 were - a chicago cubs baseball game, an appreciation luncheon, a holiday party, and an ice cream social.

Form 990-ez, Part III, Line 31

OTHER PROGRAMS

Form 990-ez, Part V

Information regarding personal benefit contracts the organization did not, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

Raw XML Appendix202 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/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/PrimaryExemptPurposeTxt0THE INSTITUTE OF CONTINUED LEARNING AT ROOSEVELT UNIVERSITY ("ICLRU") PROVIDES SENIOR CITIZENS (AGE 55 AND OVER)WITH NON-CREDIT ACADEMIC AND SOCIAL PROGRAMS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CLASSROOM PROGRAMS LED BY ICLRU VOLUNTEER COORDINATORS. THERE ARE APPROXIMATELY 20 CLASSES PER TERM HELD ONCE PER WEEK WITH APPROXIMATELY 900-1000 CLASSROOM SEATS FILLED PER TERM: SPRING (9 WEEKS) SUMMER (5 WEEKS) FALL (9 WEEKS) WINTER (5 WEEKS)
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LECTURE SERIES & SEMINARS ON VARIOUS TOPICS LED BY NON-ICLRU EXPERTS IN THEIR RESPECTIVE FIELDS. ATTENDANCE AVERAGE 170-200 MEMBERS PER LECTURE. THE LECTURES ARE FUNDED BY MEMBERSHIP DUES. THE SEMINAR ACTIVITIES ARE FUNDED BY FEES CHARGED TO ATTENDING MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2FIELD TRIPS & SOCIAL EVENTS - FUNDED BY FEES CHARGED TO ATTENDING MEMBERS. 2016 FIELD TRIPS TO SWEDISH AMERICAN MUSEUM AND FIELD MUSEUM. THE TRIPS ARE TYPICALLY ATTENDED BY 30-40 MEMBERS. SOCIAL EVENTS HELD IN 2016 WERE - A CHICAGO CUBS BASEBALL GAME, AN APPRECIATION LUNCHEON, A HOLIDAY PARTY, AND AN ICE CREAM SOCIAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,731 INSURANCES 1,115 LECTURE SERIES & SEMINARS 1,900 FIELD TRIPS AND SOCIAL EV 19,056 PROGRAM DEVELOPMENT 1,502 CREDIT CARD PROCESSING 1,380 LICENSES & FEES 163 TELEPHONE 972 TOTAL 27,819
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 100 2,890 TOTAL 100 2,890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,067 5,902 DUE TO FRIENDSHIP VILLAGE 4,750 4,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INSTITUTE OF CONTINUED LEARNING AT ROOSEVELT UNIVERSITY ("ICLRU") PROVIDES SENIOR CITIZENS (AGE 55 AND OVER)WITH NON-CREDIT ACADEMIC AND SOCIAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASSROOM PROGRAMS LED BY ICLRU VOLUNTEER COORDINATORS. THERE ARE APPROXIMATELY 20 CLASSES PER TERM HELD ONCE PER WEEK WITH APPROXIMATELY 900-1000 CLASSROOM SEATS FILLED PER TERM: SPRING (9 WEEKS) SUMMER (5 WEEKS) FALL (9 WEEKS) WINTER (5 WEEKS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LECTURE SERIES & SEMINARS ON VARIOUS TOPICS LED BY NON-ICLRU EXPERTS IN THEIR RESPECTIVE FIELDS. ATTENDANCE AVERAGE 170-200 MEMBERS PER LECTURE. THE LECTURES ARE FUNDED BY MEMBERSHIP DUES. THE SEMINAR ACTIVITIES ARE FUNDED BY FEES CHARGED TO ATTENDING MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FIELD TRIPS & SOCIAL EVENTS - FUNDED BY FEES CHARGED TO ATTENDING MEMBERS. 2016 FIELD TRIPS TO SWEDISH AMERICAN MUSEUM AND FIELD MUSEUM. THE TRIPS ARE TYPICALLY ATTENDED BY 30-40 MEMBERS. SOCIAL EVENTS HELD IN 2016 WERE - A CHICAGO CUBS BASEBALL GAME, AN APPRECIATION LUNCHEON, A HOLIDAY PARTY, AND AN ICE CREAM SOCIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OTHER PROGRAMS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 31
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART V
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN WIESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08473972538
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR CONTINUED LEARNING AT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROOSEVELT UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0270848758
ReturnHeader/Filer/PhoneNum02245236497
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 N ROOSEVELT BOULEVARD 705
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363524803
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 SANDERS RD STE 200
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ReturnHeader/PreparerPersonGrp/PhoneNum08479452888
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW R LOTTS
ReturnHeader/ReturnTs02017-04-07T18:19:22+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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