Civic Intelligence

Lifelong Learners an Independent Collaborative Inc.

990EZ • Fiscal year 2018 • EIN 46-5658317

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 25, 2019

300 Willow Brook DriveWayland, MA 01778

(781) 275-1886

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

53rd percentile

3.1%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

34th percentile

-9.5%

Faster revenue growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$68,851

Up $2,061 (+3.1%) from 2017

Net Assets

$68,851

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$81,727

Down $8,583 (-9.5%) from 2017

Expenses

Down

$79,666

Down $15,315 (-16%) from 2017

Net Income

Up

$2,061

Up $6,732 (+144%) from 2017

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2014: $27,106Liabilities 2014: $0Net Assets 2014: $27,1062014Assets 2015: $55,667Liabilities 2015: $0Net Assets 2015: $55,6672015Assets 2016: $71,461Liabilities 2016: $0Net Assets 2016: $71,4612016Assets 2017: $66,790Liabilities 2017: $02017Assets 2018: $68,851Net Assets 2018: $68,8512018Assets 2019: $79,092Liabilities 2019: $6,190Net Assets 2019: $72,9022019Assets 2020: $95,922Liabilities 2020: $6,690Net Assets 2020: $89,2322020Assets 2021: $105,909Liabilities 2021: $7,540Net Assets 2021: $98,3692021Assets 2022: $112,629Liabilities 2022: $6,525Net Assets 2022: $106,1042022Assets 2023: $112,501Liabilities 2023: $10,150Net Assets 2023: $102,3512023Assets 2024: $107,392Liabilities 2024: $11,150Net Assets 2024: $96,2422024

Highlighted filing

2018

Assets$68,851
Liabilities-
Net Assets$68,851

Operations Trend

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

$100K$50K$0-$50KRevenue 2014: $53,910Expenses 2014: $26,804Net Income 2014: $27,1062014Revenue 2015: $85,301Expenses 2015: $56,740Net Income 2015: $28,5612015Revenue 2016: $90,542Expenses 2016: $74,748Net Income 2016: $15,7942016Revenue 2017: $90,310Expenses 2017: $94,981Net Income 2017: -$4,6712017Revenue 2018: $81,727Expenses 2018: $79,666Net Income 2018: $2,0612018Revenue 2019: $85,482Expenses 2019: $81,431Net Income 2019: $4,0512019Revenue 2020: $74,477Expenses 2020: $58,147Net Income 2020: $16,3302020Revenue 2021: $79,185Expenses 2021: $70,048Net Income 2021: $9,1372021Revenue 2022: $65,734Expenses 2022: $57,999Net Income 2022: $7,7352022Revenue 2023: $62,379Expenses 2023: $66,132Net Income 2023: -$3,7532023Revenue 2024: $68,386Expenses 2024: $74,495Net Income 2024: -$6,1092024

Highlighted filing

2018

Revenue$81,727
Expenses$79,666
Net Income$2,061
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 25, 2019
Return Version
2018v3.1
Gross Receipts
$81,727
Mission and Program Overview

Mission

Learning opportunities for seniors

To promote and provide classroom learning opportunities for seniors.

Program Services

DescriptionGrantsExpenses
TO PROMOTE AND PROVIDE CLASSROOM LIFELONG LEARNING OPPORTUNITIES SPECIFICALLY FOR SENIORS. THESE OPPORTUNITIES ARE DESIGNED TO SOCIALLY ENGAGE INDIVIDUALS IN STIMULATING, FUN AND REWARDING ACTIVITIES-$75,285
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHYLLIS PRESSMAN COHENPresidentPT$0--
JOSEPH BONGIARDINAVice PresidePT$0--
RICHARD MANSFIELDVice PresidePT$0--
JOEL SHWIMERTreasurerPT$0--
BARBARA MENDESecretaryPT$0--
SHELLY LEVINEDirector-$0--
CAROLE LEVYDirector-$0--
MARY MANSFIELDDirector-$0--
MARK MCNAMEEDirector-$0--
PETER SCHMIDTDirector-$0--
MARYANN WYNERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Lifelong Learners an Independent
EIN
46-5658317
Phone
7812751886
Address
300 WILLOW BROOK DRIVE, WAYLAND, MA 01778

Signing Officer

Name
Joel Shwimer
Title
Treasurer
Phone
7812751886
Signed
2019-02-25

Preparer

Firm
Wachsler CPA LLC
Address
PO BOX 1007, BURLINGTON, MA 01803-6007
Preparer
Irene Wachsler
Phone
7818833174
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Coffee revenue 2,604 total 2,604

Form 990-ez, Part I, Line 16

Expenses advertising 2,888 insurance 1,139 merchant and bank fees 4,025 supplies 2,181 filing fees 69 telephone/conference exp 186 contract employees 32,425 meals 21 coffee 2,303 small equipment purchases 3,359 volunteer appreciation 4,026 donations 560 non-investment depreciation 1,825 total 55,007

Form 990-ez, Part II, Line 24

Equipment 12,951 12,951 less accumulated depreciation 8,782 10,607 total 4,169 2,344

Raw XML Appendix182 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/PersonNm0PHYLLIS PRESSMAN COHEN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD MANSFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOEL SHWIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA MENDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SHELLY LEVINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CAROLE LEVY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY MANSFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK MCNAMEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9PETER SCHMIDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARYANN WYNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt075285
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SchoolOperatingInd0false
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt072357
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0399766
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COFFEE REVENUE 2,604 TOTAL 2,604
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES ADVERTISING 2,888 INSURANCE 1,139 MERCHANT AND BANK FEES 4,025 SUPPLIES 2,181 FILING FEES 69 TELEPHONE/CONFERENCE EXP 186 CONTRACT EMPLOYEES 32,425 MEALS 21 COFFEE 2,303 SMALL EQUIPMENT PURCHASES 3,359 VOLUNTEER APPRECIATION 4,026 DONATIONS 560 NON-INVESTMENT DEPRECIATION 1,825 TOTAL 55,007
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EQUIPMENT 12,951 12,951 LESS ACCUMULATED DEPRECIATION 8,782 10,607 TOTAL 4,169 2,344
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL SHWIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07812751886
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFELONG LEARNERS AN INDEPENDENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COLLARBORATIVE INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0465658317
ReturnHeader/Filer/PhoneNum07812751886
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 WILLOW BROOK DRIVE
ReturnHeader/Filer/USAddress/CityNm0WAYLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001778
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02019-03-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:51:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814642459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WACHSLER CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1007
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0018036007
ReturnHeader/PreparerPersonGrp/PhoneNum07818833174
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0IRENE WACHSLER
ReturnHeader/ReturnTs02019-03-11T14:51:33-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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Filings