Civic Intelligence

Osher Lifelong Learning Institute

990 • Fiscal year 2019 • EIN 52-1636891

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 15, 2020

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

80th percentile

$135,373

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

3.9%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

0.3%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,210,045

Up $45,285 (+3.9%) from 2018

Net Assets

Up

$1,209,459

Up $44,699 (+3.8%) from 2018

Liabilities

Up

$586

Up $586 from 2018

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin52nd percentile

Revenue

Up

$838,732

Up $2,235 (+0.3%) from 2018

Expenses

Down

$804,977

Down $35,883 (-4.3%) from 2018

Net Income

Up

$33,755

Up $38,118 (+874%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2019

Assets$1,210,045
Liabilities$586
Net Assets$1,209,459
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$838,732
Expenses$804,977
Net Income$33,755
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 15, 2020
Return Version
2018v3.1
Gross Receipts
$838,732
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$957,398$1,036,248▲ $78,850
Rtn Earn Endowment Incm Other Fnds$948,074$992,773▲ $44,699
Cap Stk Tr Prin Current Funds$216,686$216,686→ $0
Land, Buildings, and Equipment, Net$109,830$84,602▼ $25,228
Cash and Non-Interest-Bearing Accounts$66,216$61,182▼ $5,034
Savings and Temporary Cash Investments$27,194$23,891▼ $3,303
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,164,760$1,210,045▲ $45,285
Other Assets Total$4,122$4,122→ $0
Liabilities
Accounts Payable and Accrued Expenses-$586-
Total Liabilities$0$586▲ $586
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,164,760$1,209,459▲ $44,699
Total Liabilities and Net Assets / Fund Balance$1,164,760$1,210,045▲ $45,285

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$28,093$124,450$152,543
Equipment$56,509$62,498$119,007
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony LongExecutive DirectorFT$111,287$24,086$135,373

Board Members and Trustees

NameTitle
Martha CuttsChair, Director
Judy HavemannVice-Chair, Director
Denise LiebowitzDirector
John AldockDirector
John ThornerDirector
Lewis CohenDirector
Linda KiserDirector
Mark NadelDirector
Myra BarronDirector
Sue BoleyDirector
Alan HausmanSecretary, Director
Jo Anne FriedenthalTreasurer, Director
Revenue and Support

Revenue Composition

Contributions and Grants
$136,541
Program Service Revenue
$641,890
Investment Income
$55,678
Other Revenue
$4,623
All Other Contributions
$118,445
Change in Net Assets
$33,755

Audited Revenue Reconciliation

Revenue per Audited Statements
$838,732
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$838,732
Total Revenue per Form 990
$838,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$432,313
Other Expenses$368,326
Total Fundraising Expense$47,707
Professional Fundraising Fees$4,338
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$179,326$56,477$8,304$244,107
Occupancy$128,178--$128,178
Current Officers, Directors, Trustees, and Key Employees$83,466$22,257$5,564$111,287
Other Employee Benefits$56,877$17,041$3,001$76,919
Depreciation Depletion$41,783$600-$42,383
Fees for Service Investment Mgmnt Fees-$19,202$4,500$23,702
Fees for Services Other$21,522--$21,522
Other Expenses$19,900$30,785$4,668$19,900
All Other Expenses$2,366$14,271$861$17,498
Office Expenses-$14,397-$14,397
Fees for Services Professional Fundraising--$4,338$4,338
Insurance-$2,713-$2,713
Total Functional Expenses$579,527$177,743$47,707$804,977

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$804,977
Total Expenses per Audited Statements$804,977
Total Expenses per Form 990$804,977
Expenses Not Reported on Financial Statements$0
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$4,338
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
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 B, line 11B

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

Form 990, Part VI, Section B, line 15A

“The Executive Director's compensation is reviewed and approved by a Personnel Committee.”

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
Anthony Long
Title
Executive Director
Phone
2028954860
Signed
2020-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anthony Long
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
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Net assets received with donor restrictions 10,944.”

Raw XML AppendixShowing 400 of 451 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0586
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide educational opportunities for retired and semi-retired men and women.
IRS990/AllOtherContributionsAmt0118445
IRS990/AllOtherExpensesGrp/FundraisingAmt0861
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt014271
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02366
IRS990/AllOtherExpensesGrp/TotalAmt017498
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Osher Lifelong Learning Institute
IRS990/BooksInCareOfDetail/PhoneNum02028954860
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04400 Massachusetts Ave NW
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020016
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0216686
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0216686
IRS990/CashNonInterestBearingGrp/BOYAmt066216
IRS990/CashNonInterestBearingGrp/EOYAmt061182
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05564
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt022257
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt083466
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0111287
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0136541
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt055678
IRS990/CYOtherExpensesAmt0368326
IRS990/CYOtherRevenueAmt04623
IRS990/CYProgramServiceRevenueAmt0641890
IRS990/CYRevenuesLessExpensesAmt033755
IRS990/CYSalariesCompEmpBnftPaidAmt0432313
IRS990/CYTotalExpensesAmt0804977
IRS990/CYTotalFundraisingExpenseAmt047707
IRS990/CYTotalProfFndrsngExpnsAmt04338
IRS990/CYTotalRevenueAmt0838732
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0600
IRS990/DepreciationDepletionGrp/ProgramServicesAmt041783
IRS990/DepreciationDepletionGrp/TotalAmt042383
IRS990/Desc0The Institute conducts classes designed to meet the educational needs and interests of retired and semi-retired men and women.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0579527
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt021522
IRS990/FeesForServicesOtherGrp/TotalAmt021522
IRS990/FeesForServicesProfFundraising/FundraisingAmt04338
IRS990/FeesForServicesProfFundraising/TotalAmt04338
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt04500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019202
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023702
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt1224086
IRS990/Form990PartVIISectionAGrp/PersonNm0Martha Cutts
IRS990/Form990PartVIISectionAGrp/PersonNm1Judy Havemann
IRS990/Form990PartVIISectionAGrp/PersonNm2Jo Anne Friedenthal
IRS990/Form990PartVIISectionAGrp/PersonNm3Alan Hausman
IRS990/Form990PartVIISectionAGrp/PersonNm4Myra Barron
IRS990/Form990PartVIISectionAGrp/PersonNm5Sue Boley
IRS990/Form990PartVIISectionAGrp/PersonNm6Lewis Cohen
IRS990/Form990PartVIISectionAGrp/PersonNm7John Aldock
IRS990/Form990PartVIISectionAGrp/PersonNm8Denise Liebowitz
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Kiser
IRS990/Form990PartVIISectionAGrp/PersonNm10Mark Nadel
IRS990/Form990PartVIISectionAGrp/PersonNm11John Thorner
IRS990/Form990PartVIISectionAGrp/PersonNm12Anthony Long
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/ReportableCompFromOrgAmt12111287
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/TitleTxt0Chair, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice-Chair, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary, Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01982
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0838732
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02713
IRS990/InsuranceGrp/TotalAmt02713
IRS990/InvestmentIncomeGrp/ExclusionAmt055678
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt055678
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0957398
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01036248
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0186948
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0109830
IRS990/LandBldgEquipBasisNetGrp/EOYAmt084602
IRS990/LandBldgEquipCostOrOtherBssAmt0271550
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide educational opportunities for retired and semi-retired men and women.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01164760
IRS990/NetAssetsOrFundBalancesEOYAmt01209459
IRS990/NetUnrelatedBusTxblIncmAmt06143
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0128178
IRS990/OccupancyGrp/TotalAmt0128178
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014397
IRS990/OfficeExpensesGrp/TotalAmt014397
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04122
IRS990/OtherAssetsTotalGrp/EOYAmt04122
IRS990/OtherChangesInNetAssetsAmt010944
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03001
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt017041
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt056877
IRS990/OtherEmployeeBenefitsGrp/TotalAmt076919
IRS990/OtherExpensesGrp/Desc0Equipment and software
IRS990/OtherExpensesGrp/Desc1Hospitality
IRS990/OtherExpensesGrp/Desc2Printing and reproducti
IRS990/OtherExpensesGrp/Desc3SGL Parking
IRS990/OtherExpensesGrp/FundraisingAmt05428
IRS990/OtherExpensesGrp/FundraisingAmt111043
IRS990/OtherExpensesGrp/FundraisingAmt24668
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030785
IRS990/OtherExpensesGrp/ProgramServicesAmt021789
IRS990/OtherExpensesGrp/ProgramServicesAmt124320
IRS990/OtherExpensesGrp/ProgramServicesAmt219900
IRS990/OtherExpensesGrp/TotalAmt036213
IRS990/OtherExpensesGrp/TotalAmt132832
IRS990/OtherExpensesGrp/TotalAmt228988
IRS990/OtherExpensesGrp/TotalAmt319900
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0Activities and events
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04623
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04623
IRS990/OtherRevenueTotalAmt04623
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08304
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt056477
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0179326
IRS990/OtherSalariesAndWagesGrp/TotalAmt0244107
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Anthony Long
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0Membership
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0641890
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0641890
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0235520
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08352
IRS990/PYOtherExpensesAmt0384376
IRS990/PYOtherRevenueAmt07060
IRS990/PYProgramServiceRevenueAmt0585565
IRS990/PYRevenuesLessExpensesAmt0-4363
IRS990/PYSalariesCompEmpBnftPaidAmt0456484
IRS990/PYTotalExpensesAmt0840860
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0836497
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt033755
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt018096
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0646513
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0948074
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0992773
IRS990/SavingsAndTempCashInvstGrp/BOYAmt027194
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023891
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/BookValueAmt056509
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062498
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0119007
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0804977
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt028093
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0124450
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0152543
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0838732
IRS990ScheduleD/TotalBookValueLandBuildingsAmt084602
IRS990ScheduleD/TotalExpensesPerForm990Amt0804977
IRS990ScheduleD/TotalRevenuePerForm990Amt0838732
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0838732
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0804977
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/ExplanationTxt2Form 990 is provided to the Executive Director for review prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Director's compensation is reviewed and approved by a Personnel Committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Net assets received with donor restrictions 10,944.
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 B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0DC
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01164760
IRS990/TotalAssetsEOYAmt01210045
IRS990/TotalAssetsGrp/BOYAmt01164760
IRS990/TotalAssetsGrp/EOYAmt01210045
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0136541
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt047707
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0177743
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0579527
IRS990/TotalFunctionalExpensesGrp/TotalAmt0804977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0586
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0586
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01164760
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01209459
IRS990/TotalOtherCompensationAmt024086
IRS990/TotalProgramServiceExpensesAmt0579527
IRS990/TotalProgramServiceRevenueAmt0641890
IRS990/TotalReportableCompFromOrgAmt0111287
IRS990/TotalRevenueGrp/ExclusionAmt055678
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0646513
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0838732
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,210,045
Liabilities
$586
Net assets
$1,209,459
Revenue
$838,732
Expenses
$804,977
Net income
$33,755
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