Civic Intelligence

Osher Lifelong Learning Institute at the University of Arizona

990 • Fiscal year 2017 • EIN 33-1096431

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 12, 2018

Organization Profilewww.olli.arizona.edu
PO Box 210184Tucson, AZ 85721

(520) 498-2232

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

81st percentile

26%

Higher net margin than 81% 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

65th percentile

12%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$342,335

Up $37,198 (+12%) from 2016

Net Assets

Up

$342,335

Up $37,198 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Up

$256,782

Up $57,193 (+29%) from 2016

Expenses

Up

$190,647

Up $7,658 (+4.2%) from 2016

Net Income

Up

$66,135

Up $49,535 (+298%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $176,143Liabilities 2010: $500Net Assets 2010: $175,6432010Assets 2011: $202,013Liabilities 2011: $543Net Assets 2011: $201,4702011Assets 2012: $241,473Liabilities 2012: $0Net Assets 2012: $241,4732012Assets 2013: $276,253Liabilities 2013: $0Net Assets 2013: $276,2532013Assets 2014: $315,099Liabilities 2014: $0Net Assets 2014: $315,0992014Assets 2015: $413,620Liabilities 2015: $0Net Assets 2015: $413,6202015Assets 2016: $305,137Liabilities 2016: $0Net Assets 2016: $305,1372016Assets 2017: $342,335Liabilities 2017: $0Net Assets 2017: $342,3352017Assets 2019: $638,565Liabilities 2019: $0Net Assets 2019: $638,5652019Assets 2020: $761,744Liabilities 2020: $0Net Assets 2020: $761,7442020Assets 2021: $860,581Liabilities 2021: $0Net Assets 2021: $860,5812021Assets 2022: $924,138Liabilities 2022: $0Net Assets 2022: $924,1382022Assets 2023: $997,652Liabilities 2023: $0Net Assets 2023: $997,6522023Assets 2024: $1,147,542Liabilities 2024: $0Net Assets 2024: $1,147,5422024

Highlighted filing

2017

Assets$342,335
Liabilities$0
Net Assets$342,335
Open 2017 Filing

Operations Trend

Revenue Growth78th percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $128,216Expenses 2010: $137,098Net Income 2010: -$8,8822010Revenue 2011: $157,244Expenses 2011: $141,273Net Income 2011: $15,9712011Expenses 2012: $155,3172012Expenses 2013: $189,9302013Revenue 2014: $251,590Expenses 2014: $226,443Net Income 2014: $25,1472014Revenue 2015: $337,731Expenses 2015: $239,785Net Income 2015: $97,9462015Revenue 2016: $199,589Expenses 2016: $182,989Net Income 2016: $16,6002016Revenue 2017: $256,782Expenses 2017: $190,647Net Income 2017: $66,1352017Revenue 2019: $321,214Expenses 2019: $241,891Net Income 2019: $79,3232019Revenue 2020: $373,142Expenses 2020: $251,893Net Income 2020: $121,2492020Revenue 2021: $468,216Expenses 2021: $376,444Net Income 2021: $91,7722021Revenue 2022: $482,991Expenses 2022: $385,990Net Income 2022: $97,0012022Revenue 2023: $537,415Expenses 2023: $490,794Net Income 2023: $46,6212023Revenue 2024: $585,944Expenses 2024: $495,040Net Income 2024: $90,9042024

Highlighted filing

2017

Revenue$256,782
Expenses$190,647
Net Income$66,135
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 12, 2018
Return Version
2016v3.0
Gross Receipts
$370,179
Mission and Program Overview

Mission

The lives of our members , who are 50 years of age or older, have been enhanced by their participation in OLLI-UA's activities that further its mission to provide opportunities for learning, teaching,research, service and socializing.

The lives of our members, who are 50 years of age or older, have been enhanced by their participation in OLLI-UAs activities that further its mission: to provide opportunities for learning, teaching, research, service, and socializing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$159,860$204,321▲ $44,461
Land, Buildings, and Equipment, Net$24,929$134,627▲ $109,698
Investments in Publicly Traded Securities$120,348$3,387▼ $116,961
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$305,137$342,335▲ $37,198
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$305,137$342,335▲ $37,198
Total Net Assets Fund Balance$305,137$342,335▲ $37,198
Total Liabilities and Net Assets / Fund Balance$305,137$342,335▲ $37,198

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$124,558$1,618$126,176
Other Land Buildings$10,069$10,498$20,567
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Jana EatonPast President
Meg HovellPresident
Lois ConnellVice President
Art QuinnDirector
Bob KiserDirector
Ed FreedmanDirector
Joane WilliamsDirector
Judy JohnsonDirector
Linda HeidleDirector
Loring GreenDirector
Rusty LombardoDirector
Enid BosEx Officio
Robyn KrauseSecretary
Nancy SohnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,887
Program Service Revenue
$216,187
Investment Income
$5,708
Other Revenue
$0
All Other Contributions
$34,887
Change in Net Assets
$66,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,647
Total Fundraising Expense$1,500
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$93,465--$93,465
Fees for Services Other$57,761--$57,761
Office Expenses$9,406--$9,406
Depreciation Depletion$3,416--$3,416
Travel$2,125--$2,125
Other Expenses$1,236-$1,500$1,236
Total Functional Expenses$189,147$0$1,500$190,647
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
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, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“OLLI-UA is a membership organization.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Treasurer will review the document and send to Board and Program Manager for further review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Officers and directors are required to annually disclose any conflicts.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The organization's form 990 is posted to the organization's website. Other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Osher Lifelong Learning Institute
EIN
33-1096431
Phone
5204982232
Address
PO BOX 210184, TUCSON, AZ 85721

Signing Officer

Name
Nancy Sohn
Title
Treasurer
Signed
2018-03-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Sohn
Formed
2004
Legal Domicile
Az
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
500

Preparer

Firm
HBL CPAs PC
Address
5656 E Grant Rd Ste 200, Tucson, AZ 85712
Preparer
Michael J Devries
Phone
5208863181
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Gain previously recorded on books = -$25852”

Raw XML AppendixShowing 400 of 501 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The lives of our members, who are 50 years of age or older, have been enhanced by their participation in OLLI-UAs activities that further its mission: to provide opportunities for learning, teaching, research, service, and socializing.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt034887
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0OLLI-UA
IRS990/BooksInCareOfDetail/PhoneNum05206269039
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01955 E 6TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TUCSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085712
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0159860
IRS990/CashNonInterestBearingGrp/EOYAmt0204321
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt034887
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05708
IRS990/CYOtherExpensesAmt0190647
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0216187
IRS990/CYRevenuesLessExpensesAmt066135
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0190647
IRS990/CYTotalFundraisingExpenseAmt01500
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256782
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt03416
IRS990/DepreciationDepletionGrp/TotalAmt03416
IRS990/Desc0OLLI-UAs program service to its members is the offering of opportunities to attend and participate in a broad range of quality courses offered at the five campuses in the greater Tucson area. Substantial growth in the number of participants since the programs founding in 1989 has resulted in the offering this year of more than 400 courses of varying length presented by more than 200 experienced volunteer Study Group Leaders. These courses were attended by more than 1,200 members who participated for a total of approximately 60,000 attendance hours during 2017. OLLI-UAs program service to its members includes the offering of opportunities to engage in volunteer service to the OLLI-UA community. Substantial growth in the number of volunteers has resulted in 500 volunteers giving many hours of their time in 2017. These members supported the program by maintaining the facilities, operating the audio-visual equipment, providing refreshments, scheduling classes, and directing and administering the totality of the program. Volunteers report significant satisfaction from contributing to the well-being of the membership, something which is frequently expressed to organization leaders.OLLI-UAs program service to its members also includes the offering of opportunities to engage in a broad and growing spectrum of social activities both on and off the campus. Opportunities for socializing on-campus have grown, as the increasing number of participants is able to arrange their class schedules so that they can meet with friends and acquaintances and even eat lunch together between classes. Opportunities for socializing off-campus have increased as the increasing membership develops alternative social activities. Presently these include OLLI-UA Dines Out, OLLI-UA Jazz nights, Dinners at Home and Theatre Evenings. OLLI-UAs management believes that these social activities not only enhance the OLLI-UA experience for its members but also serve to increase OLLI-UA membership.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0189147
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt057761
IRS990/FeesForServicesOtherGrp/TotalAmt057761
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt08.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt118.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Meg Hovell
IRS990/Form990PartVIISectionAGrp/PersonNm1Lois Connell
IRS990/Form990PartVIISectionAGrp/PersonNm2Robyn Krause
IRS990/Form990PartVIISectionAGrp/PersonNm3Nancy Sohn
IRS990/Form990PartVIISectionAGrp/PersonNm4Loring Green
IRS990/Form990PartVIISectionAGrp/PersonNm5Judy Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm6Art Quinn
IRS990/Form990PartVIISectionAGrp/PersonNm7Bob Kiser
IRS990/Form990PartVIISectionAGrp/PersonNm8Ed Freedman
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Heidle
IRS990/Form990PartVIISectionAGrp/PersonNm10Enid Bos
IRS990/Form990PartVIISectionAGrp/PersonNm11Jana Eaton
IRS990/Form990PartVIISectionAGrp/PersonNm12Rusty Lombardo
IRS990/Form990PartVIISectionAGrp/PersonNm13Joane Williams
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Ex Officio
IRS990/Form990PartVIISectionAGrp/TitleTxt11Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-22563
IRS990/GainOrLossGrp/SecuritiesAmt025852
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0116686
IRS990/GrossReceiptsAmt0370179
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02419
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02419
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0120348
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03387
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012116
IRS990/LandBldgEquipBasisNetGrp/BOYAmt024929
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0134627
IRS990/LandBldgEquipCostOrOtherBssAmt0146743
IRS990/LegalDomicileStateCd0AZ
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt022563
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt090834
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The lives of our members, who are 50 years of age or older, have been enhanced by their participation in OLLI-UAs activities that further its mission: to provide opportunities for learning, teaching, research, service, and socializing.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0305137
IRS990/NetAssetsOrFundBalancesEOYAmt0342335
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03289
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03289
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2985
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt093465
IRS990/OccupancyGrp/TotalAmt093465
IRS990/OfficeExpensesGrp/ProgramServicesAmt09406
IRS990/OfficeExpensesGrp/TotalAmt09406
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-25852
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt01500
IRS990/OtherExpensesGrp/ProgramServicesAmt019149
IRS990/OtherExpensesGrp/ProgramServicesAmt12589
IRS990/OtherExpensesGrp/ProgramServicesAmt21236
IRS990/OtherExpensesGrp/TotalAmt019149
IRS990/OtherExpensesGrp/TotalAmt14089
IRS990/OtherExpensesGrp/TotalAmt21236
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Nancy Sohn
IRS990/PriorPeriodAdjustmentsAmt0-100
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0216187
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216187
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt014
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02445
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0182989
IRS990/PYProgramServiceRevenueAmt0197130
IRS990/PYRevenuesLessExpensesAmt016600
IRS990/PYTotalExpensesAmt0182989
IRS990/PYTotalRevenueAmt0199589
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt066135
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0216187
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05200
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt048926
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt086831
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0140957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0251074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0197144
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0261916
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0193419
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0215385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01118938
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02419
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02445
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02416
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02592
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03052
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012924
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02445
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02416
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02592
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03052
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012924
IRS990ScheduleA/InvestmentIncomeCYPct00.01140
IRS990ScheduleA/InvestmentIncomePYPct00.01350
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86400
IRS990ScheduleA/PublicSupportPY509Pct00.98650
IRS990ScheduleA/PublicSupportTotal509Amt0977981
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05200
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt048926
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt086831
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0140957
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0251074
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0197144
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0261916
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0193419
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0215385
IRS990ScheduleA/Total509Grp/TotalAmt01118938
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0253493
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0199589
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0264332
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0218437
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01131862
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,335
Liabilities
$0
Net assets
$342,335
Revenue
$256,782
Expenses
$190,647
Net income
$66,135
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.59$0.50$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.54$0.49$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.48$0.39$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.47$0.38$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.37$0.25$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.32$0.24$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.26$0.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.20$0.18$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.34$0.24$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.25$0.23$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.00$0.24$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.00$0.20$0.16$0.14$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.13$0.14$0.01