Civic Intelligence

Osher Lifelong Learning Institute at American University

990 • Fiscal year 2015 • EIN 52-1636891

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 21, 2016

Organization Profilewww.olli-dc.org

View Organization Page

4400 Massachusetts Avenue NWWashington, DC 20016

(202) 895-4860

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$113,487

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

79th percentile

25%

Faster revenue growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,087,083

Up $132,633 (+14%) from 2014

Net Assets

Up

$1,087,083

Up $133,008 (+14%) from 2014

Liabilities

Down

$0

Down $375 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin79th percentile

Revenue

Up

$679,345

Up $134,229 (+25%) from 2014

Expenses

Up

$546,337

Up $92,990 (+21%) from 2014

Net Income

Up

$133,008

Up $41,239 (+45%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $628,263Liabilities 2011: $0Net Assets 2011: $628,2632011Assets 2012: $773,264Liabilities 2012: $0Net Assets 2012: $773,2642012Assets 2014: $954,450Liabilities 2014: $375Net Assets 2014: $954,0752014Assets 2015: $1,087,083Liabilities 2015: $0Net Assets 2015: $1,087,0832015Assets 2016: $1,065,057Liabilities 2016: $0Net Assets 2016: $1,065,0572016Assets 2017: $1,144,123Liabilities 2017: $0Net Assets 2017: $1,144,1232017Assets 2018: $1,164,760Liabilities 2018: $0Net Assets 2018: $1,164,7602018Assets 2019: $1,210,045Liabilities 2019: $586Net Assets 2019: $1,209,4592019Assets 2020: $1,263,066Liabilities 2020: $586Net Assets 2020: $1,262,4802020Assets 2021: $1,839,453Liabilities 2021: $545Net Assets 2021: $1,838,9082021Assets 2022: $1,642,434Liabilities 2022: $641Net Assets 2022: $1,641,7932022Assets 2023: $1,727,498Liabilities 2023: $0Net Assets 2023: $1,727,4982023Assets 2024: $1,889,187Liabilities 2024: $2,360Net Assets 2024: $1,886,8272024

Highlighted filing

2015

Assets$1,087,083
Liabilities$0
Net Assets$1,087,083
Open 2015 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $275,7352011Expenses 2012: $326,9982012Revenue 2014: $545,116Expenses 2014: $453,347Net Income 2014: $91,7692014Revenue 2015: $679,345Expenses 2015: $546,337Net Income 2015: $133,0082015Revenue 2016: $626,699Expenses 2016: $648,725Net Income 2016: -$22,0262016Revenue 2017: $761,813Expenses 2017: $682,747Net Income 2017: $79,0662017Revenue 2018: $836,497Expenses 2018: $840,860Net Income 2018: -$4,3632018Revenue 2019: $838,732Expenses 2019: $804,977Net Income 2019: $33,7552019Revenue 2020: $868,432Expenses 2020: $815,414Net Income 2020: $53,0182020Revenue 2021: $892,262Expenses 2021: $666,898Net Income 2021: $225,3642021Revenue 2022: $871,744Expenses 2022: $817,248Net Income 2022: $54,4962022Revenue 2023: $836,039Expenses 2023: $919,586Net Income 2023: -$83,5472023Revenue 2024: $877,430Expenses 2024: $979,866Net Income 2024: -$102,4362024

Highlighted filing

2015

Revenue$679,345
Expenses$546,337
Net Income$133,008
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 21, 2016
Return Version
2014v6.0
Gross Receipts
$679,345
Mission and Program Overview

Mission

To provide educational opportunities for retired and semi-retired men and women.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$948,358-
Rtn Earn Endowment Incm Other Fnds$737,389$870,397▲ $133,008
Cap Stk Tr Prin Current Funds$216,686$216,686→ $0
Land, Buildings, and Equipment, Net$61,263$67,462▲ $6,199
Savings and Temporary Cash Investments$879,652$37,340▼ $842,312
Cash and Non-Interest-Bearing Accounts$10,844$30,223▲ $19,379
Prepaid Expenses and Deferred Charges$691$1,700▲ $1,009
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$954,450$1,087,083▲ $132,633
Other Assets Total$2,000$2,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$375$0▼ $375
Total Liabilities$375$0▼ $375
Net Assets / Fund Balance
Total Net Assets Fund Balance$954,075$1,087,083▲ $133,008
Total Liabilities and Net Assets / Fund Balance$954,450$1,087,083▲ $132,633

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$50,028$37,783$87,811
Equipment$17,434$65,217$82,651
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne WallaceExecutive DirectorFT$97,125$16,362$113,487

Board Members and Trustees

NameTitle
Dave PalmeterChair, Director
Gloria KreismanVice-Chair, Director
Barbara RollinsonDirector
Bob GoodmanDirector
Carol LightDirector
Denise LiebowitzDirector
Larry McCarthyDirector
Phil SchwartzDirector
Stan NewmanDirector
Sue BoleyDirector
Betsy WhiteSecretary, Director
Alan FreyTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$168,103
Program Service Revenue
$454,505
Investment Income
$56,737
Other Revenue
$0
All Other Contributions
$117,218
Change in Net Assets
$133,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,277
Other Expenses$272,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,336--$122,336
Occupancy$106,463$11,516-$117,979
Current Officers, Directors, Trustees, and Key Employees$48,563$48,562-$97,125
Office Expenses-$30,867-$30,867
Other Employee Benefits$17,973$9,703-$27,676
Depreciation Depletion-$25,681-$25,681
Conferences and Meetings$21,300--$21,300
Payroll Taxes$13,667$3,884-$17,551
Pension Plan Contributions$6,275$3,314-$9,589
Fees for Services Accounting-$9,204-$9,204
Insurance-$6,423-$6,423
Other Expenses$404$7,482-$404
All Other Expenses-$314-$314
Total Functional Expenses$372,346$173,991$0$546,337
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Institute's members pay dues which allow them to take up to three courses per semester at the Institute.”

Form 990, Part VI, Section A, line 7A

“The Institute's members have the right to elect the governing Board.”

Form 990, Part VI, Section A, line 7B

“The Institute's members have the right to approve or ratify decisions of the Board.”

Form 990, Part VI, Section B, line 11

“Form 990 is provided to the Executive Director for review prior to filing.”

Form 990, Part VI, Section C, line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
Osher Lifelong Learning Institute
EIN
52-1636891
Phone
2028954860
Address
4400 Massachusetts Avenue NW, Washington, DC 20016

Signing Officer

Name
Anne Wallace
Title
Executive Director
Phone
2028954860
Signed
2016-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anne Wallace
Formed
1982
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
0

Preparer

Firm
Robert C Gottke CPA PLLC
Address
1495 Chain Bridge Road Suite 201, McLean, VA 22101
Preparer
Robert C Gottke CPA
Phone
7035569826
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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt024275
IRS990/PYOtherExpensesAmt0229736
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0417951
IRS990/PYRevenuesLessExpensesAmt091769
IRS990/PYSalariesCompEmpBnftPaidAmt0223611
IRS990/PYTotalExpensesAmt0453347
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0545116
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0133008
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt050885
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0454505
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0737389
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0870397
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0879652
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037340
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt017434
IRS990ScheduleD/EquipmentGrp/DepreciationAmt065217
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082651
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt050028
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt037783
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt087811
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067462
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0Annual publication in the Washington Post. Proof of Publication available upon request.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Part I, Line 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institute's members pay dues which allow them to take up to three courses per semester at the Institute.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Institute's members have the right to elect the governing Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Institute's members have the right to approve or ratify decisions of the Board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is provided to the Executive Director for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0954450
IRS990/TotalAssetsEOYAmt01087083
IRS990/TotalAssetsGrp/BOYAmt0954450
IRS990/TotalAssetsGrp/EOYAmt01087083
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0168103
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0173991
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0372346
IRS990/TotalFunctionalExpensesGrp/TotalAmt0546337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0375
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0375
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0954075
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01087083
IRS990/TotalOtherCompensationAmt016362
IRS990/TotalProgramServiceExpensesAmt0372346
IRS990/TotalProgramServiceRevenueAmt0454505
IRS990/TotalReportableCompFromOrgAmt097125
IRS990/TotalRevenueGrp/ExclusionAmt056737
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0454505
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0679345
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0954450
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01087083
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04400 Massachusetts Avenue NW
IRS990/USAddress/CityNm0Washington
IRS990/USAddress/StateAbbreviationCd0DC
IRS990/USAddress/ZIPCd020016
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.olli-dc.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Anne Wallace
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,087,083
Liabilities
$0
Net assets
$1,087,083
Revenue
$679,345
Expenses
$546,337
Net income
$133,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.88$0.98$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.84$0.92$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.87$0.82$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.89$0.67$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.87$0.82$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.84$0.80$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.84$0.84$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.76$0.68$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.63$0.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.68$0.55$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.55$0.45$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.00$0.77$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.28