Civic Intelligence

Learning in Retirement of Waukesha County Inc

990EZ • Fiscal year 2021 • EIN 83-1253862

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 08, 2022

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 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

12th percentile

-45%

Higher net margin than 12% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$22,302

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 94.8% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

13th percentile

-31%

Faster asset growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

9th percentile

-74%

Faster revenue growth than 9% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$24,037

Down $10,598 (-31%) from 2020

Net Assets

Down

$24,037

Down $10,598 (-31%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin12th percentile

Revenue

Down

$23,516

Down $66,485 (-74%) from 2020

Expenses

Down

$34,116

Down $40,676 (-54%) from 2020

Net Income

Down

-$10,600

Down $25,809 (-170%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2021

Assets$24,037
Liabilities-
Net Assets$24,037
Open 2021 Filing

Operations Trend

Revenue Growth9th 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

2021

Revenue$23,516
Expenses$34,116
Net Income-$10,600
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 8, 2022
Return Version
2020v4.0
Gross Receipts
$23,516
Mission and Program Overview

Mission

Provide 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.-$16,142
SPECIAL EVENT DAY-LONG AND OVERNIGHT EDUCATIONAL TRIPS.-$4,370
SPECIAL MEMBERSHIP EVENTS INCLUDING ANNUAL MEETING AND LUNCH FOR SOCIAL INTERACTION; SPECIAL INTEREST GROUPS FOR SOCIAL AND INTELLECTUAL STIMULATION.-$250
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE NICELYOffice CoordPT$22,302-$22,302
LISA PETERSONPresidentPT$0--
SUE SULLIVANVice PresidePT$0--
RICHARD HOFFMANNTreasurerPT$0--
NANCY LANGLASSpecial EvenPT$0--
DAVID ARNOTTCurriculum CPT$0--
DONNA HOMANMembership CPT$0--
PAM ERDMANNDelegate-At-PT$0--
DOREEN GIESFELDTDelegate-At-PT$0--
TIMOTHY HOLLOWAYWctc Liaison-$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
2022-02-08
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 250 copier/toner 222 miscellaneous 866 office expenses 465 special event expenses 350 liability insurance 4,020 total 6,173”

Raw XML Appendix165 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LISA PETERSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1SUE SULLIVAN
CompensationExplanation/CompensationExplanationGrp/PersonNm2RICHARD HOFFMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm3NANCY LANGLAS
CompensationExplanation/CompensationExplanationGrp/PersonNm4DAVID ARNOTT
CompensationExplanation/CompensationExplanationGrp/PersonNm5DONNA HOMAN
CompensationExplanation/CompensationExplanationGrp/PersonNm6PAM ERDMANN
CompensationExplanation/CompensationExplanationGrp/PersonNm7DOREEN GIESFELDT
CompensationExplanation/CompensationExplanationGrp/PersonNm8TIMOTHY HOLLOWAY
CompensationExplanation/CompensationExplanationGrp/PersonNm9DEBBIE NICELY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEARNING IN RETIREMENT OF WAUKESHA
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0COUNTY
IRS990EZ/BooksInCareOfDetail/PhoneNum02626953473
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0327 EBROADWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0531865008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034637
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024037
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02660
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10600
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034637
IRS990EZ/Form990TotalAssetsGrp/EOYAmt024037
IRS990EZ/GrossReceiptsAmt023516
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt010680
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034637
IRS990EZ/NetAssetsOrFundBalancesEOYAmt024037
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034637
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt024037
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt920.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt922302
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LISA PETERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD HOFFMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NANCY LANGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID ARNOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DONNA HOMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PAM ERDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DOREEN GIESFELDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TIMOTHY HOLLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DEBBIE NICELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SPECIAL EVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CURRICULUM C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DELEGATE-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DELEGATE-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8WCTC LIAISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9OFFICE COORD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt06173
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LIFE-LONG LEARNING FOR OLDER ADULTS.
IRS990EZ/PrintingPublicationsPostageAmt04991
IRS990EZ/ProgramServiceRevenueAmt010176
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 FOR SOCIAL INTERACTION; SPECIAL INTEREST GROUPS FOR SOCIAL AND INTELLECTUAL STIMULATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SPECIAL EVENT DAY-LONG AND OVERNIGHT EDUCATIONAL TRIPS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016142
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24370
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022302
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt034116
IRS990EZ/TotalProgramServiceExpensesAmt020762
IRS990EZ/TotalRevenueAmt023516
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WCTC.EDU/LIR
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt034650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt083353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt020856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt043958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt073100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0137914
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0221267
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt023516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt090001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0107750
IRS990ScheduleA/Total509Grp/TotalAmt0221267
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt023516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt090001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0107750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0221267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS 250 COPIER/TONER 222 MISCELLANEOUS 866 OFFICE EXPENSES 465 SPECIAL EVENT EXPENSES 350 LIABILITY INSURANCE 4,020 TOTAL 6,173
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/SignatureDt02022-02-08
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/PreparationDt02022-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON T BIRNER CPA
ReturnHeader/ReturnTs02022-05-04T13:40:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LISA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,037
Liabilities
-
Net assets
$24,037
Revenue
$23,516
Expenses
$34,116
Net income
-$10,600
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