Civic Intelligence

Learning in Retirement of Waukesha County Inc

990EZ • Fiscal year 2020 • EIN 83-1253862

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

Organization ProfileWWW.WCTC.EDU/LIR
327 E BroadwayWaukesha, WI 53186

(262) 695-3473

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$18,242

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 20.3% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

78%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-16%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$34,635

Up $15,209 (+78%) from 2019

Net Assets

$34,635

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin66th percentile

Revenue

Down

$90,001

Down $17,749 (-16%) from 2019

Expenses

Down

$74,792

Down $39,258 (-34%) from 2019

Net Income

Up

$15,209

Up $21,509 (+341%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$40K$30K$20K$10K$0Assets 2019: $19,426Liabilities 2019: $02019Assets 2020: $34,635Net Assets 2020: $34,6352020Assets 2021: $24,037Net Assets 2021: $24,0372021Assets 2022: $22,800Net Assets 2022: $22,8002022Assets 2023: $12,547Net Assets 2023: $12,5472023Assets 2024: $7,876Net Assets 2024: $7,8762024

Highlighted filing

2020

Assets$34,635
Liabilities-
Net Assets$34,635
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $107,750Expenses 2019: $114,050Net Income 2019: -$6,3002019Revenue 2020: $90,001Expenses 2020: $74,792Net Income 2020: $15,2092020Revenue 2021: $23,516Expenses 2021: $34,116Net Income 2021: -$10,6002021Revenue 2022: $45,712Expenses 2022: $46,950Net Income 2022: -$1,2382022Revenue 2023: $54,132Expenses 2023: $64,386Net Income 2023: -$10,2542023Revenue 2024: $36,300Expenses 2024: $40,973Net Income 2024: -$4,6732024

Highlighted filing

2020

Revenue$90,001
Expenses$74,792
Net Income$15,209
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.0
Gross Receipts
$90,001
Mission and Program Overview

Mission

Provide life-long learning for older adults.

Life-long learning for older adults.

Program Services

DescriptionGrantsExpenses
FALL AND SPRING COURSES OFFERED. TWO CATALOGS EACH MEMBERSHIP YEAR, WITH INDIVIDUAL MAILINGS FOR ALL SPECIAL EVENTS.-$29,228
SPECIAL EVENT DAY-LONG AND OVERNIGHT EDUCATIONAL TRIPS.-$16,069
SPECIAL MEMBERSHIP EVENTS INCLUDING ANNUAL MEETING AND LUNCH; SMALL GROUPS FOR SPECIAL INTEREST.-$1,634
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE NICELYOffice CoordPT$18,242-$18,242
NANCY MATHENYOffice ClerkPT$7,639-$7,639
LISA PETERSONPresidentPT$0--
NANCY LANGLASActing VicePT$0--
DIANE MCMAHONActing TreasPT$0--
ALICE SLUSHERDelegate-At-PT$0--
CAROLE WEGNERCurriculum CPT$0--
DAVID ARNOTTCurriculum CPT$0--
DONNA HOMANMembership CPT$0--
VALERIE BROWNStaffPT$0--
MARY BUECHLStaffPT$0--
Filing and Contact Details

Filer

Filer Name
Learning in Retirement of
EIN
83-1253862
Phone
2626953473
Address
327 E BROADWAY, WAUKESHA, WI 53186

Signing Officer

Name
Lisa Peterson
Title
President
Phone
2626953473
Signed
2020-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Business Accounting & Tax Professionals
Address
2831 N GRANDVIEW BLVD SUITE 217, PEWAUKEE, WI 53072
Preparer
Jason T Birner CPA
Phone
2625102540
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses donations 90 copier/toner 1,107 miscellaneous 3,716 office expenses 593 duplication wctc 1,153 special event expenses 9,704 annual meeting 1,367 kick off meeting 177 liability insurance 6,365 total 24,272”

Raw XML Appendix152 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/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0COUNTY
IRS990EZ/BooksInCareOfDetail/PhoneNum02626953473
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 EBROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0531865008
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt019426
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt718242
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt87639
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY LANGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DIANE MCMAHON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ALICE SLUSHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAROLE WEGNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID ARNOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DONNA HOMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBBIE NICELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8NANCY MATHENY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VALERIE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MARY BUECHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ACTING VICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ACTING TREAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DELEGATE-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CURRICULUM C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CURRICULUM C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7OFFICE COORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8OFFICE CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STAFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10STAFF
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024272
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LIFE-LONG LEARNING FOR OLDER ADULTS.
IRS990EZ/PrintingPublicationsPostageAmt022659
IRS990EZ/ProgramServiceRevenueAmt043958
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FALL AND SPRING COURSES OFFERED. TWO CATALOGS EACH MEMBERSHIP YEAR, WITH INDIVIDUAL MAILINGS FOR ALL SPECIAL EVENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SPECIAL MEMBERSHIP EVENTS INCLUDING ANNUAL MEETING AND LUNCH; SMALL GROUPS FOR SPECIAL INTEREST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL EVENT DAY-LONG AND OVERNIGHT EDUCATIONAL TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt029228
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11634
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt216069
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt027861
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt074792
IRS990EZ/TotalProgramServiceExpensesAmt046931
IRS990EZ/TotalRevenueAmt090001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WCTC.EDU/LIR
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt046043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt034650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080693
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt043958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt073100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0117058
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0197751
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt090001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0107750
IRS990ScheduleA/Total509Grp/TotalAmt0197751
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt090001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0107750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197751
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS 90 COPIER/TONER 1,107 MISCELLANEOUS 3,716 OFFICE EXPENSES 593 DUPLICATION WCTC 1,153 SPECIAL EVENT EXPENSES 9,704 ANNUAL MEETING 1,367 KICK OFF MEETING 177 LIABILITY INSURANCE 6,365 TOTAL 24,272
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626953473
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEARNING IN RETIREMENT OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WAUKESHA COUNTY INC
ReturnHeader/Filer/BusinessNameControlTxt0LEAR
ReturnHeader/Filer/EIN0831253862
ReturnHeader/Filer/PhoneNum02626953473
ReturnHeader/Filer/USAddress/AddressLine1Txt0327 E BROADWAY
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823024747
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BUSINESS ACCOUNTING & TAX PROFESSIONALS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02831 N GRANDVIEW BLVD SUITE 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053072
ReturnHeader/PreparerPersonGrp/PhoneNum02625102540
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON T BIRNER CPA
ReturnHeader/ReturnTs02021-02-17T11:08:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,635
Liabilities
-
Net assets
$34,635
Revenue
$90,001
Expenses
$74,792
Net income
$15,209
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.36$0.41$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.54$0.64$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.23$0.46$0.47$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.24$0.34$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.35$0.90$0.75$0.15
2019Summary only. Only limited summary data is available for this year.$0.19$0.00$1.08$1.14$0.06