Civic Intelligence

Osher Lifelong Learning Institute

990 • Fiscal year 2017 • EIN 54-1583254

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 19, 2018

Organization Profilewww.olli.gmu.edu
4210 Roberts RoadFairfax, VA 22032

(703) 503-3384

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

36th percentile

-0.8%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

82nd percentile

$80,500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

37th percentile

-0.7%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

10th percentile

-29%

Faster revenue growth than 10% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$662,523

Down $4,480 (-0.7%) from 2016

Net Assets

Down

$660,230

Down $4,902 (-0.7%) from 2016

Liabilities

Up

$2,293

Up $422 (+23%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin36th percentile

Revenue

Down

$622,763

Down $252,320 (-29%) from 2016

Expenses

Down

$627,665

Down $25,695 (-3.9%) from 2016

Net Income

Down

-$4,902

Down $226,625 (-102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$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

2017

Assets$662,523
Liabilities$2,293
Net Assets$660,230
Open 2017 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$622,763
Expenses$627,665
Net Income-$4,902
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 19, 2018
Return Version
2017v2.2
Gross Receipts
$622,763
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
Land, Buildings, and Equipment, Net$328,560$292,546▼ $36,014
Savings and Temporary Cash Investments$197,006$241,988▲ $44,982
Cash and Non-Interest-Bearing Accounts$73,558$65,051▼ $8,507
Intangible Assets$12,600$7,560▼ $5,040
Accounts Receivable-$0-
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-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$667,003$662,523▼ $4,480
Other Assets Total$55,279$55,378▲ $99
Liabilities
Other Liabilities$1,871$2,293▲ $422
Total Liabilities$1,871$2,293▲ $422
Net Assets / Fund Balance
Unrestricted Net Assets$635,844$630,244▼ $5,600
Temporarily Rstr Net Assets$29,288$29,986▲ $698
Total Net Assets Fund Balance$665,132$660,230▼ $4,902
Total Liabilities and Net Assets / Fund Balance$667,003$662,523▼ $4,480

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$256,528$77,987$334,515
Equipment$36,018$126,459$162,477
Other Land Buildings-$2,545$2,545
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer DisanoExecutive DirectorFT$80,500$80,500

Board Members and Trustees

NameTitle
Bill TaylorPresident
Terri FeldmayerVice President
Charles SilverDirector
Diane StanleyDirector
Evan DoupleDirector
Gloria LoewDirector
John WoodsDirector
Lillian BrooksDirector
Manny PabloDirector
Marguerite JohnsonDirector
Marianne MetzDirector
Mel RussellDirector
Paul HowardDirector
Randall ScottDirector
Russell StoneDirector
Rita WaySecretary
Michelle BlandburgTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,387
Program Service Revenue
$493,551
Investment Income
$85,944
Other Revenue
$5,881
All Other Contributions
$37,387
Change in Net Assets
$-4,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$609,296
Revenue Not Reported on Financial Statements
$13,467
Revenue Not Reported on Form 990
$558,206
Other Revenue Adjustments
$13,467
Total Revenue per Audited Statements
$1,167,502
Total Revenue per Form 990
$622,763
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$331,160
Other Expenses$273,395
Grants and Similar Amounts Paid$23,110
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,833$56,171-$227,004
Current Officers, Directors, Trustees, and Key Employees$47,495$33,005-$80,500
Occupancy$72,085$3,794-$75,879
Depreciation Depletion$43,409$7,660-$51,069
All Other Expenses$39,088$11,369-$50,457
Payroll Taxes$16,796$6,860-$23,656
Grants to Domestic Individuals$23,110--$23,110
Other Expenses$13,888$566-$13,888
Office Expenses$2,315$4,918-$7,233
Fees for Services Other-$5,996-$5,996
Insurance-$4,411-$4,411
Travel-$1,673-$1,673
Conferences and Meetings$1,149$203-$1,352
Total Functional Expenses$482,632$145,033$0$627,665

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,183,499
Total Expenses per Form 990$627,665
Expenses per Audited Statements$625,387
Expenses Not Reported on Form 990$558,112
Expenses Not Reported on Financial Statements$2,278
Other Expense Adjustments$2,278
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
Accrued Payroll Liability$2,293
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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, Line 7A: How Members or Shareholders Elect Governing Body

“OLLI is a membership organization with an 18-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, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

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

Form 990, Part VI, Line 11B: Form 990 Review Process

“The executive committee reviewed a draft of the return and made additions and corrections as necessary. The form 990 was approved by the executive committee.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Jennifer Disano
Title
Executive Director
Signed
2018-07-19
Discuss with paid preparer
Yes

Organization Details

Formed
1991
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
21
Volunteers
800

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4437 Brookfield Corporate Dr Suite, 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, 2017, 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, 2014 through 2016.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Accrual to Cash Conversion - Accts Rec $94”

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Accrual to Cash Conversion - Def Rev $13467 Accrual to Cash Conversion - Accts Rec $0”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Accrual to Cash Conversion-Prpd Exp& A/P $1622 Accrual to Cash Conversion-Cap Lease $656”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14President
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Dir.
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/IRPDocumentCnt00
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt03794
IRS990/OccupancyGrp/ProgramServicesAmt072085
IRS990/OccupancyGrp/TotalAmt075879
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04918
IRS990/OfficeExpensesGrp/ProgramServicesAmt02315
IRS990/OfficeExpensesGrp/TotalAmt07233
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherAssetsTotalGrp/EOYAmt055378
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IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSE
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11340
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2566
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IRS990/OtherExpensesGrp/ProgramServicesAmt120988
IRS990/OtherExpensesGrp/ProgramServicesAmt214987
IRS990/OtherExpensesGrp/ProgramServicesAmt313888
IRS990/OtherExpensesGrp/TotalAmt023556
IRS990/OtherExpensesGrp/TotalAmt122328
IRS990/OtherExpensesGrp/TotalAmt215553
IRS990/OtherExpensesGrp/TotalAmt313888
IRS990/OtherLiabilitiesGrp/BOYAmt01871
IRS990/OtherLiabilitiesGrp/EOYAmt02293
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05881
IRS990/OtherRevenueTotalAmt05881
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt056171
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0170833
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IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06860
IRS990/PayrollTaxesGrp/ProgramServicesAmt016796
IRS990/PayrollTaxesGrp/TotalAmt023656
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt090612
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IRS990/PYOtherExpensesAmt0301253
IRS990/PYOtherRevenueAmt07274
IRS990/PYProgramServiceRevenueAmt0463175
IRS990/PYRevenuesLessExpensesAmt0221723
IRS990/PYSalariesCompEmpBnftPaidAmt0324157
IRS990/PYTotalExpensesAmt0653360
IRS990/PYTotalRevenueAmt0875083
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4902
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0241988
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleC/CorrectionMadeInd0false
IRS990ScheduleC/DirectContactLegislatorsInd0false
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IRS990ScheduleC/Form4720FiledSection4955TaxInd0false
IRS990ScheduleC/GrantsOtherOrganizationsInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$662,523
Liabilities
$2,293
Net assets
$660,230
Revenue
$622,763
Expenses
$627,665
Net income
-$4,902
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