Civic Intelligence

Institute for Continued Learning at Roosevelt University

990EZ • Fiscal year 2017 • EIN 27-0848758

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 07, 2018

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

70th percentile

0.03x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

33rd percentile

-6.2%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$144,830

Down $9,615 (-6.2%) from 2016

Net Assets

Down

$139,994

Down $3,799 (-2.6%) from 2016

Liabilities

Down

$4,836

Down $5,816 (-55%) from 2016

Revenue

Down

$73,905

Down $720 (-1.0%) from 2016

Expenses

Up

$77,704

Up $5,973 (+8.3%) from 2016

Net Income

Down

-$3,799

Down $6,693 (-231%) from 2016

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

2017

Assets$144,830
Liabilities$4,836
Net Assets$139,994

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

2017

Revenue$73,905
Expenses$77,704
Net Income-$3,799
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 7, 2018
Return Version
2017v2.3
Gross Receipts
$74,794
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-$50,890
FIELD TRIPS & SOCIAL EVENTS - FUNDED BY FEES CHARGED TO ATTENDING MEMBERS. 2017 FIELD TRIPS TO KLAIRMONT KOLLECTIONS MUSEUM, WRIGLEY FIELD, THE ADLER PLANETARIUM & THE PABST MANSION. THE TRIPS ARE TYPICALLY ATTENDED BY 30-40 MEMBERS.SOCIAL EVENTS HELD IN 2017 WERE - ANNUAL MEETING, AN APPRECIATION LUNCHEON, A HOLIDAY PARTY, A MARCH EVENT AND AN ICE CREAM SOCIAL.-$23,163
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.-$2,275
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)-$1,376
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREA ZIETLOWPresidentPT$0--
HENRIETTA LEARYVice PresidePT$0--
SUE MASTERSONSecretaryPT$0--
JOAN BRODYTreasurerPT$0--
LES MILLERDirector-$0--
SELWYN SCHWARTZDirector-$0--
ANGELA SHARKEYDirector-$0--
JOHN WIESEDirector-$0--
STEVE WOLFDirector-$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
Andrea Zietlow
Title
President
Phone
2245236497
Signed
2018-03-07
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 1,027 insurances 1,115 lecture series & seminars 2,275 field trips and social ev 23,163 program development 1,376 credit card processing 1,264 licenses & fees 203 telephone 972 total 31,395

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 2,890 3,205 total 2,890 3,205

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 5,902 86 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. 2017 field trips to klairmont kollections museum, wrigley field, the adler planetarium & the pabst mansion. The trips are typically attended by 30-40 members.social events held in 2017 were - annual meeting, an appreciation luncheon, a holiday party, a march event 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 Appendix207 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/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02890
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03205
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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.
IRS990EZ/PrintingPublicationsPostageAmt0996
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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. 2017 FIELD TRIPS TO KLAIRMONT KOLLECTIONS MUSEUM, WRIGLEY FIELD, THE ADLER PLANETARIUM & THE PABST MANSION. THE TRIPS ARE TYPICALLY ATTENDED BY 30-40 MEMBERS.SOCIAL EVENTS HELD IN 2017 WERE - ANNUAL MEETING, AN APPRECIATION LUNCHEON, A HOLIDAY PARTY, A MARCH EVENT AND AN ICE CREAM SOCIAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER PROGRAMS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSES 1,027 INSURANCES 1,115 LECTURE SERIES & SEMINARS 2,275 FIELD TRIPS AND SOCIAL EV 23,163 PROGRAM DEVELOPMENT 1,376 CREDIT CARD PROCESSING 1,264 LICENSES & FEES 203 TELEPHONE 972 TOTAL 31,395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 2,890 3,205 TOTAL 2,890 3,205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,902 86 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. 2017 FIELD TRIPS TO KLAIRMONT KOLLECTIONS MUSEUM, WRIGLEY FIELD, THE ADLER PLANETARIUM & THE PABST MANSION. THE TRIPS ARE TYPICALLY ATTENDED BY 30-40 MEMBERS.SOCIAL EVENTS HELD IN 2017 WERE - ANNUAL MEETING, AN APPRECIATION LUNCHEON, A HOLIDAY PARTY, A MARCH EVENT 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/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR CONTINUED LEARNING AT
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CJBS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 SANDERS RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTHBROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600626141
ReturnHeader/PreparerPersonGrp/PhoneNum08479452888
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW R LOTTS
ReturnHeader/ReturnTs02018-05-03T14:31:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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