Civic Intelligence

Oak Ridge Inst for Continuing Learning

EIN 62-1743645 • 501(c)3 • Oak Ridge, TN

Profile

Build maintain promote inst for cont lea

701 Briarcliff AveOak Ridge, TN 37830-8795

www.roanestate.edu/ORICL

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-1.8%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$31,807

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 35.8% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

1.4%

Faster revenue growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$233,687

Up $17,293 (+8.0%) from 2024

Liabilities

Down

$0

Down $2,315 (-100%) from 2024

Net Assets

Up

$233,687

Up $19,608 (+9.2%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin41st percentile

Revenue

Up

$88,943

Up $1,251 (+1.4%) from 2024

Expenses

Down

$90,560

Down $4,449 (-4.7%) from 2024

Net Income

Up

-$1,617

Up $5,700 (+78%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$300K$200K$100K$0Assets 2011: $44,840Liabilities 2011: $10,050Net Assets 2011: $34,7902011Assets 2012: $55,070Liabilities 2012: $12,395Net Assets 2012: $42,6752012Assets 2013: $235,582Liabilities 2013: $9,225Net Assets 2013: $226,3572013Assets 2014: $229,037Liabilities 2014: $6,430Net Assets 2014: $222,6072014Assets 2015: $238,405Liabilities 2015: $15,9362015Assets 2016: $215,186Liabilities 2016: $16,0792016Assets 2017: $213,568Liabilities 2017: $11,426Net Assets 2017: $202,1422017Assets 2018: $233,362Liabilities 2018: $17,1522018Assets 2019: $223,180Liabilities 2019: $18,3822019Assets 2020: $198,430Liabilities 2020: $0Net Assets 2020: $198,4302020Assets 2021: $212,840Liabilities 2021: $3,353Net Assets 2021: $209,4872021Assets 2022: $196,177Liabilities 2022: $3,403Net Assets 2022: $192,7742022Assets 2023: $197,741Liabilities 2023: $0Net Assets 2023: $197,7412023Assets 2024: $216,394Liabilities 2024: $2,315Net Assets 2024: $214,0792024Assets 2025: $233,687Liabilities 2025: $0Net Assets 2025: $233,6872025

Highlighted filing

2025

Assets$233,687
Liabilities$0
Net Assets$233,687
Open 2025 Filing

Operations Trend

Revenue Growth54th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $93,692Expenses 2011: $105,811Net Income 2011: -$12,1192011Revenue 2012: $106,041Expenses 2012: $98,156Net Income 2012: $7,8852012Revenue 2013: $289,747Expenses 2013: $106,065Net Income 2013: $183,6822013Revenue 2014: $97,391Expenses 2014: $101,141Net Income 2014: -$3,7502014Revenue 2015: $101,305Expenses 2015: $87,009Net Income 2015: $14,2962015Revenue 2016: $57,196Expenses 2016: $53,363Net Income 2016: $3,8332016Revenue 2017: $61,323Expenses 2017: $58,288Net Income 2017: $3,0352017Revenue 2018: $72,899Expenses 2018: $65,584Net Income 2018: $7,3152018Revenue 2019: $64,666Expenses 2019: $68,684Net Income 2019: -$4,0182019Revenue 2020: $74,250Expenses 2020: $80,618Net Income 2020: -$6,3682020Revenue 2021: $87,144Expenses 2021: $68,955Net Income 2021: $18,1892021Revenue 2022: $95,457Expenses 2022: $111,893Net Income 2022: -$16,4362022Revenue 2023: $108,389Expenses 2023: $106,525Net Income 2023: $1,8642023Revenue 2024: $87,692Expenses 2024: $95,009Net Income 2024: -$7,3172024Revenue 2025: $88,943Expenses 2025: $90,560Net Income 2025: -$1,6172025

Highlighted filing

2025

Revenue$88,943
Expenses$90,560
Net Income-$1,617
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$233,687
Liabilities
$0
Net assets
$233,687
Revenue
$88,943
Expenses
$90,560
Net income
-$1,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.89$0.91$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.02$2.14$0.88$0.95$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$1.08$1.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.03$1.93$0.95$1.12$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.13$0.03$2.09$0.87$0.69$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.74$0.81$0.06
2019Summary only. Only limited summary data is available for this year.$2.23$0.18$0.65$0.69$0.04
2018Summary only. Only limited summary data is available for this year.$2.33$0.17$0.73$0.66$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.11$2.02$0.61$0.58$0.03
2016Summary only. Only limited summary data is available for this year.$2.15$0.16$0.57$0.53$0.04
2015Summary only. Only limited summary data is available for this year.$2.38$0.16$1.01$0.87$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.06$2.23$0.97$1.01$0.04
2013Summary only. Only limited summary data is available for this year.$2.36$0.09$2.26$2.90$1.06$1.84
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.12$0.43$1.06$0.98$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.10$0.35$0.94$1.06$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$88,943
Mission and Program Overview

Mission

To provide opportunities for continued learning for all ages.

Classroom courses lectures discussions trips

Program Services

DescriptionGrantsExpenses
To provide classroom courses,lectures, discussions and educational trips and social interaction. Number of people who sign up vary from 250 to 300 with 3 terms.-$86,801
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN PERRYAdministratorPT$31,807-$31,807
MELANIE NEALAsst AdministratorPT$24,836-$24,836
PAT BRYANBoard President-$0--
JIM PALMERBoard Vice President-$0--
LOIS MCKEEVERBoard Treasurer-$0--
NANCY BURWELLBoard Member-$0--
BETTY ANNE DOMMBoard Member-$0--
BENITO GONZALEZBoard Member-$0--
JUDI GRAYBoard Member-$0--
JIM KNOXBoard Member-$0--
CAROLYN KRAUSEBoard Member-$0--
RUBY MILLERBoard Member-$0--
BECKY RUSHTONBoard Member-$0--
JACKIE RYLANDERBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Oak Ridge Institute for Continued Learning
EIN
62-1743645
Phone
8654818222
Address
701 BRIARCLIFF AVE, OAK RIDGE, TN 37830-8795

Signing Officer

Name
Lois Mckeever
Title
Treasurer
Phone
8654818222
Signed
2025-12-10
Discuss with paid preparer
No

Preparer

Firm
Miriam R Griffin CPA
Address
210 ALHAMBRA RD, OAK RIDGE, TN 37830-5713
Preparer
Miriam R Griffin
Phone
8658062624
Supplemental Narrative

Additional Explanations

Part I, line 16

“Description: CLASS TRIPS REGISTRATION OUTREACH OFFICE SUPPLIES Amount: 15663”

Part I, line 20

“Description: NET OF UNREALIZED GAINS AND LOSSES Amount: 21225”

Part II, line 24

“Description: CHAIRS AND COMPUTER BOY Amount: 5731 EOY Amount: 5731”

Part II, line 26

“Description: PREPAID MEMBERSHIP FEES BOY Amount: 2315 EOY Amount: 0”

Raw XML Appendix200 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD PRESIDENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: CHAIRS AND COMPUTER BOY Amount: 5731 EOY Amount: 5731
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ReturnHeader/ReturnTs02025-12-11T12:04:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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