Civic Intelligence

Learning in Retirement of Waukesha County Inc

990EZ • Fiscal year 2023 • EIN 83-1253862

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

85th percentile

$21,924

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 40.5% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-45%

Faster asset growth than 12% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$12,547

Down $10,253 (-45%) from 2022

Net Assets

Down

$12,547

Down $10,253 (-45%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin20th percentile

Revenue

Up

$54,132

Up $8,420 (+18%) from 2022

Expenses

Up

$64,386

Up $17,436 (+37%) from 2022

Net Income

Down

-$10,254

Down $9,016 (-728%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2023

Assets$12,547
Liabilities-
Net Assets$12,547
Open 2023 Filing

Operations Trend

Revenue Growth64th 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

2023

Revenue$54,132
Expenses$64,386
Net Income-$10,254
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$54,132
Mission and Program Overview

Mission

Provide life-long learning for older adults.

Program Services

DescriptionGrantsExpenses
SPECIAL EVENT DAY-LONG AND OVERNIGHT EDUCATIONAL TRIPS.-$23,550
FALL AND SPRING COURSES OFFERED. TWO CATALOGS EACH MEMBERSHIP YEAR, WITH INDIVIDUAL MAILINGS FOR ALL SPECIAL EVENTS.-$19,787
SPECIAL MEMBERSHIP EVENTS INCLUDING ANNUAL MEETING AND LUNCH FOR SOCIAL INTERACTION; SPECIAL INTEREST GROUPS FOR SOCIAL AND INTELLECTUAL STIMULATION.-$1,349
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEBBIE NICELYOffice CoordPT$21,924-$21,924
VALERIE BROWNClerkPT$4,359-$4,359
KATHLEEN WERNERClerkPT$2,436-$2,436
SUE SULLIVANDelegate-At-PT$0--
NANCY LANGLASSpecial EvenPT$0--
DAVID ARNOTTCurriculum CPT$0--
PAM ERDMANNPresidentPT$0--
ROBERT RIEDELTreasurerPT$0--
TIMOTHY HOLLOWAYWctc Liaison-$0--
LYNDA HORNDelegate-At-PT$0--
MARY LA FONDMembership C-$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
Pam Erdmann
Title
President
Phone
2626953473
Signed
2023-11-15
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 329 promotions 1,199 copier/toner 959 office expenses 896 online licenses/support 3,042 special event expenses 18,651 annual meeting 737 kick off meeting 283 liability insurance 4,899 total 30,995”

Raw XML Appendix168 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
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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
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022801
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IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-10254
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0675
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt014555
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
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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/CompensationAmt821924
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt94359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt102436
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SUE SULLIVAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NANCY LANGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID ARNOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM ERDMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT RIEDEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIMOTHY HOLLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LYNDA HORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARY LA FOND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DEBBIE NICELY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9VALERIE BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KATHLEEN WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DELEGATE-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SPECIAL EVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CURRICULUM C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5WCTC LIAISON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DELEGATE-AT-
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP C
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8OFFICE COORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10CLERK
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030995
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE LIFE-LONG LEARNING FOR OLDER ADULTS.
IRS990EZ/PrintingPublicationsPostageAmt03817
IRS990EZ/ProgramServiceRevenueAmt039034
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/ProgramServiceExpensesAmt019787
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt223550
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt028899
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064386
IRS990EZ/TotalProgramServiceExpensesAmt044686
IRS990EZ/TotalRevenueAmt054132
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WCTC.EDU/LIR
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt015098
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015672
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013340
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt046043
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124803
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt039034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt030040
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt010176
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt073100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0196308
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0321111
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt054132
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045712
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt023516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt090001
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0107750
IRS990ScheduleA/Total509Grp/TotalAmt0321111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt054132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023516
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt090001
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0107750
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0321111
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES DONATIONS 329 PROMOTIONS 1,199 COPIER/TONER 959 OFFICE EXPENSES 896 ONLINE LICENSES/SUPPORT 3,042 SPECIAL EVENT EXPENSES 18,651 ANNUAL MEETING 737 KICK OFF MEETING 283 LIABILITY INSURANCE 4,899 TOTAL 30,995
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAM ERDMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02626953473
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON T BIRNER CPA
ReturnHeader/ReturnTs02023-12-07T14:51:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ERDMANN
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,547
Liabilities
-
Net assets
$12,547
Revenue
$54,132
Expenses
$64,386
Net income
-$10,254
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