Civic Intelligence

Osher Lifelong Learning Institute

EIN 54-1583254 • 501(c)3 • Fairfax, VA

Profile

To provide intellectual and cultural experiences in a welcoming atmosphere to northern virginia residents in their retirement years. These include courses, clubs, special events and social activities.

4210 Roberts RoadFairfax, VA 22032

www.olli.gmu.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.33x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.50x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

42nd percentile

0.9%

Higher net margin than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

3.2%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

36th percentile

-0.7%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$898,468

Down $32,161 (-3.5%) from 2023

Liabilities

Down

$299,812

Down $41,784 (-12%) from 2023

Net Assets

Up

$598,656

Up $9,623 (+1.6%) from 2023

Revenue

Up

$594,204

Up $27,692 (+4.9%) from 2023

Expenses

Up

$589,114

Up $32,510 (+5.8%) from 2023

Net Income

Down

$5,090

Down $4,818 (-49%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $305,204Liabilities 2011: $7,206Net Assets 2011: $297,9982011Assets 2012: $333,916Liabilities 2012: $2,485Net Assets 2012: $331,4312012Assets 2013: $408,222Liabilities 2013: $8,271Net Assets 2013: $399,9512013Assets 2014: $432,467Liabilities 2014: $3,578Net Assets 2014: $428,8892014Assets 2015: $447,375Liabilities 2015: $3,966Net Assets 2015: $443,4092015Assets 2016: $667,003Liabilities 2016: $1,871Net Assets 2016: $665,1322016Assets 2017: $662,523Liabilities 2017: $2,293Net Assets 2017: $660,2302017Assets 2018: $686,780Liabilities 2018: $1,364Net Assets 2018: $685,4162018Assets 2019: $693,762Liabilities 2019: $2,205Net Assets 2019: $691,5572019Assets 2020: $812,921Liabilities 2020: $273,975Net Assets 2020: $538,9462020Assets 2021: $832,168Liabilities 2021: $277,790Net Assets 2021: $554,3782021Assets 2022: $843,250Liabilities 2022: $265,427Net Assets 2022: $577,8232022Assets 2023: $930,629Liabilities 2023: $341,596Net Assets 2023: $589,0332023Assets 2024: $898,468Liabilities 2024: $299,812Net Assets 2024: $598,6562024

Highlighted filing

2024

Assets$898,468
Liabilities$299,812
Net Assets$598,656

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $448,958Expenses 2011: $425,863Net Income 2011: $23,0952011Expenses 2012: $429,2372012Revenue 2013: $561,761Expenses 2013: $493,241Net Income 2013: $68,5202013Revenue 2014: $568,990Expenses 2014: $540,052Net Income 2014: $28,9382014Revenue 2015: $610,049Expenses 2015: $595,529Net Income 2015: $14,5202015Revenue 2016: $875,083Expenses 2016: $653,360Net Income 2016: $221,7232016Revenue 2017: $622,763Expenses 2017: $627,665Net Income 2017: -$4,9022017Revenue 2018: $633,415Expenses 2018: $608,229Net Income 2018: $25,1862018Revenue 2019: $643,528Expenses 2019: $637,387Net Income 2019: $6,1412019Revenue 2020: $700,788Expenses 2020: $580,604Net Income 2020: $120,1842020Revenue 2021: $580,291Expenses 2021: $564,859Net Income 2021: $15,4322021Revenue 2022: $602,029Expenses 2022: $580,056Net Income 2022: $21,9732022Revenue 2023: $566,512Expenses 2023: $556,604Net Income 2023: $9,9082023Revenue 2024: $594,204Expenses 2024: $589,114Net Income 2024: $5,0902024

Highlighted filing

2024

Revenue$594,204
Expenses$589,114
Net Income$5,090

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.98$3.00$5.99$5.94$5.89$0.05
2023Detailed filing. Detailed filing data is available for this year.$9.31$3.42$5.89$5.67$5.57$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.43$2.65$5.78$6.02$5.80$0.22
2021Detailed filing. Detailed filing data is available for this year.$8.32$2.78$5.54$5.80$5.65$0.15
2020Detailed filing. Detailed filing data is available for this year.$8.13$2.74$5.39$7.01$5.81$1.20
2019Detailed filing. Detailed filing data is available for this year.$6.94$0.02$6.92$6.44$6.37$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.87$0.01$6.85$6.33$6.08$0.25
2017Detailed filing. Detailed filing data is available for this year.$6.63$0.02$6.60$6.23$6.28$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.67$0.02$6.65$8.75$6.53$2.22
2015Detailed filing. Detailed filing data is available for this year.$4.47$0.04$4.43$6.10$5.96$0.15
2014Detailed filing. Detailed filing data is available for this year.$4.32$0.04$4.29$5.69$5.40$0.29
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.08$4.00$5.62$4.93$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$0.02$3.31$4.29
2011Summary only. Only limited summary data is available for this year.$3.05$0.07$2.98$4.49$4.26$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$594,204
Mission and Program Overview

Mission

To provide intellectual and cultural experiences in a welcoming atmosphere to northern virginia residents in their retirement years. These include courses, clubs, special events and social activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$430,492$635,951▲ $205,459
Cash and Non-Interest-Bearing Accounts$302,774$130,069▼ $172,705
Land, Buildings, and Equipment, Net$111,115$75,322▼ $35,793
Prepaid Expenses and Deferred Charges$9,049$10,791▲ $1,742
Accounts Receivable$17,712$2,337▼ $15,375
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$930,629$898,468▼ $32,161
Other Assets Total$59,487$43,998▼ $15,489
Liabilities
Deferred Revenue$240,138$219,112▼ $21,026
Other Liabilities$61,056$48,517▼ $12,539
Accounts Payable and Accrued Expenses$40,402$32,183▼ $8,219
Total Liabilities$341,596$299,812▼ $41,784
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$565,084$584,857▲ $19,773
Net Assets With Donor Restrictions$23,949$13,799▼ $10,150
Total Net Assets Fund Balance$589,033$598,656▲ $9,623
Total Liabilities and Net Assets / Fund Balance$930,629$898,468▼ $32,161

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$50,198$284,317$334,515
Equipment$22,372$140,731$163,103
Other Land Buildings$2,752$7,076$9,828
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer DisanoExecutive DirectorFT$102,324$102,324

Board Members and Trustees

NameTitle
Deborah EnglesonPresident
Emily RoudebushVice President
Bonnie NelsonDirector
Camille HodgesDirector
Caroyn WyattDirector
Harry JohnsonDirector
Lillian BrooksDirector
Marilyn HarrimanDirector
Michele RomanoDirector
Peter AnsoffDirector
Suresh MohlaDirector
Toni ActonDirector
Zachary TeichDirector
Robert HeyerSecretary
Richard CrawfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$46,506
Program Service Revenue
$433,065
Investment Income
$113,484
Other Revenue
$1,149
All Other Contributions
$46,506
Change in Net Assets
$5,090

Audited Revenue Reconciliation

Revenue per Audited Statements
$594,204
Revenue Not Reported on Form 990
$545,992
Total Revenue per Audited Statements
$1,140,196
Total Revenue per Form 990
$594,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$375,166
Other Expenses$190,598
Grants and Similar Amounts Paid$23,350
Total Fundraising Expense$8,984
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$160,923$83,659$2,736$247,318
Current Officers, Directors, Trustees, and Key Employees$50,139$48,092$4,093$102,324
Depreciation Depletion$36,074$6,366-$42,440
All Other Expenses$26,975$14,525$601$42,101
Payroll Taxes$16,565$7,953$1,006$25,524
Grants to Domestic Orgs$22,000--$22,000
Occupancy$19,885--$19,885
Office Expenses$3,367$6,836-$10,203
Other Expenses$10,149$3,385$548$10,149
Fees for Services Accounting$225$4,614-$4,839
Insurance-$4,300-$4,300
Travel$1,405$36-$1,441
Grants to Domestic Individuals$1,350--$1,350
Total Functional Expenses$397,289$182,841$8,984$589,114

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,130,573
Expenses per Audited Statements$589,114
Total Expenses per Form 990$589,114
Expenses Not Reported on Form 990$541,459
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
George Mason UniversityFairfax, VA-Scholarships$22,000
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$41,642
Accrued Payroll Liability$6,875
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 7A

OLLI is a membership organization with a 15-person Board of Directors elected by the membership to three-year terms. One-third of the Board is elected each year.

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

The members must vote to approve any proposed changes to OLLI By Laws.

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

The return is reviewed by the finance committee and approved by the board of directors.

Form 990, Part VI, Section C, Line 19

Governing documents, policies and financial statements are made available on the organization's website.

Filing and Contact Details

Filer

Filer Name
Osher Lifelong Learning Institute
EIN
54-1583254
Phone
7035033384
Address
4210 ROBERTS ROAD, FAIRFAX, VA 22032

Signing Officer

Name
Lisa Mariam
Title
Executive Director
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
19
Volunteers
784

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4443 BROOKFIELD CORPORATE DRIVE SUI, CHANTILLY, VA 20151
Preparer
Mark J Rhodes CPA
Phone
7036318940
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

Uncertain Tax Positions - As of December 31, 2024, the Institute had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended December 31, 2021 through 2023.

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