Civic Intelligence

Learning in Retirement Inc.

990EZ • Fiscal year 2014 • EIN 43-1782885

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 14, 2015

Organization ProfileN/A
903 Lafayette St PO Box 105166Jefferson City, MO 65110

(573) 636-8879

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

56th percentile

5.6%

Higher net margin than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

60th percentile

8.2%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

29%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$101,511

Up $7,733 (+8.2%) from 2013

Net Assets

Up

$101,172

Up $7,437 (+7.9%) from 2013

Liabilities

Up

$339

Up $296 (+688%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin56th percentile

Revenue

Up

$133,146

Up $30,101 (+29%) from 2013

Expenses

Up

$125,709

Up $31,653 (+34%) from 2013

Net Income

Down

$7,437

Down $1,552 (-17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$150K$100K$50K$0Assets 2011: $71,298Liabilities 2011: $02011Assets 2012: $84,990Liabilities 2012: $02012Assets 2013: $93,778Liabilities 2013: $43Net Assets 2013: $93,7352013Assets 2014: $101,511Liabilities 2014: $339Net Assets 2014: $101,1722014Assets 2015: $112,865Liabilities 2015: $525Net Assets 2015: $112,3402015Assets 2016: $118,600Liabilities 2016: $455Net Assets 2016: $118,1452016Assets 2017: $126,381Liabilities 2017: $530Net Assets 2017: $125,8512017Assets 2018: $131,676Liabilities 2018: $388Net Assets 2018: $131,2882018Assets 2019: $135,085Liabilities 2019: $422Net Assets 2019: $134,6632019Assets 2020: $130,459Liabilities 2020: $420Net Assets 2020: $130,0392020Assets 2021: $113,152Liabilities 2021: $533Net Assets 2021: $112,6192021Assets 2022: $110,793Liabilities 2022: $466Net Assets 2022: $110,3272022Assets 2023: $104,975Liabilities 2023: $492Net Assets 2023: $104,4832023Assets 2024: $101,823Liabilities 2024: $522Net Assets 2024: $101,3012024Assets 2025: $95,415Liabilities 2025: $765Net Assets 2025: $94,6502025

Highlighted filing

2014

Assets$101,511
Liabilities$339
Net Assets$101,172
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $83,934Expenses 2011: $73,040Net Income 2011: $10,8942011Revenue 2012: $92,195Expenses 2012: $78,503Net Income 2012: $13,6922012Revenue 2013: $103,045Expenses 2013: $94,056Net Income 2013: $8,9892013Revenue 2014: $133,146Expenses 2014: $125,709Net Income 2014: $7,4372014Revenue 2015: $135,663Expenses 2015: $124,546Net Income 2015: $11,1172015Revenue 2016: $125,974Expenses 2016: $120,125Net Income 2016: $5,8492016Revenue 2017: $137,421Expenses 2017: $129,715Net Income 2017: $7,7062017Revenue 2018: $143,875Expenses 2018: $138,438Net Income 2018: $5,4372018Revenue 2019: $152,119Expenses 2019: $148,744Net Income 2019: $3,3752019Revenue 2020: $24,172Expenses 2020: $28,796Net Income 2020: -$4,6242020Revenue 2021: $45,322Expenses 2021: $62,742Net Income 2021: -$17,4202021Revenue 2022: $117,596Expenses 2022: $119,888Net Income 2022: -$2,2922022Revenue 2023: $114,394Expenses 2023: $120,238Net Income 2023: -$5,8442023Revenue 2024: $100,035Expenses 2024: $103,217Net Income 2024: -$3,1822024Revenue 2025: $123,626Expenses 2025: $130,277Net Income 2025: -$6,6512025

Highlighted filing

2014

Revenue$133,146
Expenses$125,709
Net Income$7,437
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 14, 2015
Return Version
2014v5.0
Gross Receipts
$133,146
Mission and Program Overview

Mission

Education for senior citizens in retirement

Program Services

DescriptionGrantsExpenses
MEMBERS TAKE ADVANTAGE OF COLLEGE LEVEL COURSES AT LINCOLN UNIVERSITY AND MEMBERS ARE ABLE TO TAKE EDUCATIONAL TRAVEL TRIPS TO VARIOUS PLACES IN MISSOURI AND OTHER HISTORICAL SITES.-$94,597
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY ALEXIOUPresidentPT$0--
ELLEN RICHARDSONSecretaryPT$0--
SUE ALBERTITreasurerPT$0--
KATHEL COOPERVice PresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Learning in Retirement Inc
EIN
43-1782885
Phone
5736368879
Address
903 LAFAYETTE ST PO BOX 105166, JEFFERSON CITY, MO 65110

Signing Officer

Name
Judy Alexiou
Title
President
Phone
5736368879
Signed
2015-03-14

Preparer

Firm
Advanced Tax Solutions LLC
Address
3702 W Truman Blvd Suite 223, Jefferson City, MO 65109
Preparer
Michelle a Rodemeyer CPA
Phone
5737614100
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“MISCELLANEOUS 115.”

Form 990EZ, Part I, Line 16

“Accounting services 293. Course expenses 2123. General liability insurance 1440. Membership meeting costs 2993. Office equipment 3672. Office expenses 1820. Scholarships 2000. Travel expenses 94597. Miscellaneous expenses 419. Conference expenses christmas/hospitality 605. Club expenses 104. Parking permit expense 1110. Lu affiliation 600.”

Form 990EZ, Part II, Line 26

“PAYROLL TAXES 43. 339.”

Raw XML Appendix134 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SUE ALBERTI
IRS990EZ/BooksInCareOfDetail/PhoneNum05736352436
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0309 KENT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JEFFERSON CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd065109
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0101511
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07437
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093778
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0101511
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0133146
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01130
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt015655
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093735
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0101172
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093735
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0101172
IRS990EZ/OccupancyRentUtltsAndMaintAmt01169
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY ALEXIOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ELLEN RICHARDSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUE ALBERTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATHEL COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0111776
IRS990EZ/OtherRevenueTotalAmt0115
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education for Senior Citizens in Retirement
IRS990EZ/PrintingPublicationsPostageAmt03301
IRS990EZ/ProgramServiceRevenueAmt0116246
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBERS TAKE ADVANTAGE OF COLLEGE LEVEL COURSES AT LINCOLN UNIVERSITY AND MEMBERS ARE ABLE TO TAKE EDUCATIONAL TRAVEL TRIPS TO VARIOUS PLACES IN MISSOURI AND OTHER HISTORICAL SITES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt094597
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt09463
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt043
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0339
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0125709
IRS990EZ/TotalProgramServiceExpensesAmt094597
IRS990EZ/TotalRevenueAmt0133146
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011675
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0385
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0385
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00.96810
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.92990
IRS990ScheduleA/PublicSupportTotal170Amt011675
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011675
IRS990ScheduleA/TotalSupportAmt012060
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 115.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING SERVICES 293. COURSE EXPENSES 2123. GENERAL LIABILITY INSURANCE 1440. MEMBERSHIP MEETING COSTS 2993. OFFICE EQUIPMENT 3672. OFFICE EXPENSES 1820. SCHOLARSHIPS 2000. TRAVEL EXPENSES 94597. MISCELLANEOUS EXPENSES 419. CONFERENCE EXPENSES CHRISTMAS/HOSPITALITY 605. CLUB EXPENSES 104. PARKING PERMIT EXPENSE 1110. LU AFFILIATION 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL TAXES 43. 339.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JUDY ALEXIOU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05736368879
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARNING IN RETIREMENT INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0431782885
ReturnHeader/Filer/PhoneNum05736368879
ReturnHeader/Filer/USAddress/AddressLine1Txt0903 LAFAYETTE ST PO BOX 105166
ReturnHeader/Filer/USAddress/CityNm0JEFFERSON CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Advanced Tax Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03702 W Truman Blvd Suite 223
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jefferson City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065109
ReturnHeader/PreparerPersonGrp/PhoneNum05737614100
ReturnHeader/PreparerPersonGrp/PreparationDt02015-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE A RODEMEYER CPA
ReturnHeader/ReturnTs02015-03-23T05:43:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$101,511
Liabilities
$339
Net assets
$101,172
Revenue
$133,146
Expenses
$125,709
Net income
$7,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.95$1.24$1.30$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$1.00$1.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.04$1.14$1.20$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$1.18$1.20$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.13$0.45$0.63$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.24$0.29$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.52$1.49$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.31$1.44$1.38$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.01$1.26$1.37$1.30$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.18$1.26$1.20$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.12$1.36$1.25$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.01$1.33$1.26$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.03$0.94$0.09
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.92$0.79$0.14
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.84$0.73$0.11