Civic Intelligence

Osher Lifelong Learning Institute

990 • Fiscal year 2017 • EIN 52-1636891

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

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

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

67th percentile

10%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

80th percentile

$130,766

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

62nd percentile

7.4%

Faster asset growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,144,123

Up $79,066 (+7.4%) from 2016

Net Assets

Up

$1,144,123

Up $79,066 (+7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin67th percentile

Revenue

Up

$761,813

Up $135,114 (+22%) from 2016

Expenses

Up

$682,747

Up $34,022 (+5.2%) from 2016

Net Income

Up

$79,066

Up $101,092 (+459%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2017

Assets$1,144,123
Liabilities$0
Net Assets$1,144,123
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$761,813
Expenses$682,747
Net Income$79,066
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$886,115
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$963,380$1,015,461▲ $52,081
Rtn Earn Endowment Incm Other Fnds$848,371$927,437▲ $79,066
Cap Stk Tr Prin Current Funds$216,686$216,686→ $0
Land, Buildings, and Equipment, Net$59,985$61,533▲ $1,548
Cash and Non-Interest-Bearing Accounts$3,411$35,001▲ $31,590
Savings and Temporary Cash Investments$30,020$30,128▲ $108
Prepaid Expenses and Deferred Charges$6,261--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,065,057$1,144,123▲ $79,066
Other Assets Total$2,000$2,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,065,057$1,144,123▲ $79,066
Total Liabilities and Net Assets / Fund Balance$1,065,057$1,144,123▲ $79,066

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$56,025$83,751$139,776
Equipment$5,508$28,024$33,532
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne WallaceExecutive DirectorFT$105,041$25,725$130,766

Board Members and Trustees

NameTitle
Myra BarronChair, Director
Denise LiebowitzVice-Chair, Director
Betsy WhiteDirector
Dave PalmeterDirector
Gloria KreismanDirector
Jody HavemannDirector
John ThornerDirector
Lewis CohenDirector
Stan NewmanDirector
Sue BoleyDirector
Katy AdamsSecretary, Director
Jo Anne FriedenthalTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$192,315
Program Service Revenue
$502,975
Investment Income
$66,523
Other Revenue
$0
All Other Contributions
$115,168
Change in Net Assets
$79,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$749,275
Revenue Not Reported on Financial Statements
$12,538
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$749,275
Total Revenue per Form 990
$761,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$372,827
Other Expenses$309,920
Total Fundraising Expense$16,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$194,155--$194,155
Occupancy$108,743-$7,043$115,786
Current Officers, Directors, Trustees, and Key Employees$50,020$55,021-$105,041
All Other Expenses$21,021$14,198$7,340$42,559
Depreciation Depletion-$34,604-$34,604
Other Employee Benefits$23,955$3,829-$27,784
Payroll Taxes$19,522$4,209-$23,731
Pension Plan Contributions$16,614$5,502-$22,116
Fees for Services Other$15,243--$15,243
Office Expenses$1,171$12,666-$13,837
Other Expenses$12,538$18,539$2,085$12,538
Fees for Services Accounting-$9,911-$9,911
Insurance-$6,736-$6,736
Total Functional Expenses$501,064$165,215$16,468$682,747

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$682,747
Expenses per Audited Statements$670,209
Total Expenses per Audited Statements$670,209
Expenses Not Reported on Financial Statements$12,538
Expenses Not Reported on Form 990$0
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
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 annual meetings and to call a special meeting.”

Form 990, Part VI, Section B, line 11B

“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
2017-11-13
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
5
Volunteers
0

Preparer

Firm
Robert C Gottke CPA PLLC
Address
1489 Chain Bridge Road Suite 202, McLean, VA 22101
Preparer
Robert C Gottke CPA
Phone
7035569826
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05502
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016614
IRS990/PensionPlanContributionsGrp/TotalAmt022116
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06261
IRS990/PrincipalOfficerNm0Anne Wallace
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Membership
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0502975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0502975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0148340
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017690
IRS990/PYOtherExpensesAmt0313154
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0460669
IRS990/PYRevenuesLessExpensesAmt0-22026
IRS990/PYSalariesCompEmpBnftPaidAmt0335571
IRS990/PYTotalExpensesAmt0648725
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0626699
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt079066
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt077147
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0502975
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0848371
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0927437
IRS990/SavingsAndTempCashInvstGrp/BOYAmt030020
IRS990/SavingsAndTempCashInvstGrp/EOYAmt030128
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/BookValueAmt05508
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028024
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt033532
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012538
IRS990ScheduleD/ExpensesSubtotalAmt0670209
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012538
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012538
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt056025
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt083751
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0139776
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012538
IRS990ScheduleD/RevenueSubtotalAmt0749275
IRS990ScheduleD/TotalBookValueLandBuildingsAmt061533
IRS990ScheduleD/TotalExpensesPerForm990Amt0682747
IRS990ScheduleD/TotalRevenuePerForm990Amt0761813
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0749275
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0670209
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 annual meetings and to call a special meeting.
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 11b
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/TotalAssetsBOYAmt01065057
IRS990/TotalAssetsEOYAmt01144123
IRS990/TotalAssetsGrp/BOYAmt01065057
IRS990/TotalAssetsGrp/EOYAmt01144123
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0192315
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016468
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165215
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0501064
IRS990/TotalFunctionalExpensesGrp/TotalAmt0682747
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01065057
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01144123
IRS990/TotalOtherCompensationAmt025725
IRS990/TotalProgramServiceExpensesAmt0501064
IRS990/TotalProgramServiceRevenueAmt0502975
IRS990/TotalReportableCompFromOrgAmt0105041
IRS990/TotalRevenueGrp/ExclusionAmt066523
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0502975
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0761813
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01065057
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01144123
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,144,123
Liabilities
$0
Net assets
$1,144,123
Revenue
$761,813
Expenses
$682,747
Net income
$79,066
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