The organization is dedicated to meeting the intellectual, social, and cultural interests of adults age 50+ through lifelong Learning. The mission is accomplished through classes, luncheon programs, trips, social events, and shared interest groups.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$62K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $5K a year · 2% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$62K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $127K in investments, Pt X · Ln 11–13
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$47K
24% of total assets
Looks good: liabilities are 24% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$305K
Spent
$313K
To programs
73%
Net assets
$152K
By yearFY2020–FY2025
Revenue
$305K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$305K
FY2021$212K
FY2022$147K
FY2023$192K
FY2024$200K
FY2025$400K
Expenses
$313K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$313K
FY2021$168K
FY2022Not on file
FY2023Not on file
FY2024$206K
FY2025$450K
Net assets
$152K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$152K
FY2021$187K
FY2022$110K
FY2023$110K
FY2024$104K
FY2025$54K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2004.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $228K Management & general 25% · $78K Fundraising 2% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $62K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Director
$62,500Pt VII · Sec A
President Elect
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Timothy Meehan’s $65K as Executive Director is at the 58th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022FY2021FY2020
Timothy Meehan$65,245$71,332$66,770$62,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers lifelong learning for adults 50 and older at the University of Georgia.

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Provided by the organization

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2 programs · $228K · in their own filed words · FY2019
01

In the current fiscal year, approximately 526 classes were offered. Curriculum offerings were expanded to offer courses virtually through the pandemic. The university of georgia has received $2 million in endowments for the specific use of learning in retirement, inc dba the osher lifelong learning institute at the university of georgia.

$213Kprogram expense
02

Learning in retirement (olli@uga) offers travel and study adventures throughout the year. The goal is to create a variety of opportunities that pique members' curiosity about history, geography or different cultures, and provide members with a means to explore those interests with other olli members.

$15Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$305K
Ln 12
Fees for servicesLn 2g$183K
Gifts and grantsLn 1h$120K
Investment incomeLn 3$2K
Money outPt IX
$313K
Ln 25
Programscol B$228K
Managementcol C$78K
Fundraisingcol D$7K
Owns and owesPt X
$152K
net assets · Ln 32
Cash and savingsLn 1–2$65K
Total assetsLn 16$200K
LiabilitiesLn 26$47K
PeoplePt VI, VII
15
listed · VII A
PaidVII A1
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$120K
Fees for servicesLn 2g$183K
Investment incomeLn 3$2K
Other incomeLn 4–11$130
Gains on assetsLn 7$0
Total revenueLn 12$305K
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$25K
Cash and savings togetherLn 1–2$65K
InvestmentsLn 11–13$127K
Land, buildings, equipmentLn 10c$167
Other assetsLn 15$0
Total assetsLn 16$200K
LiabilitiesLn 26$47K
Net assetsLn 32$152K
OperationsPt I, VI
EmployeesI 51
VolunteersI 6400
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$62K$65K
InvestmentsLn 11–13$119K$127K
Land, buildings, equipmentLn 10c$279$167
Total assetsLn 16$194K$200K
LiabilitiesLn 26$43K$47K
Net assetsLn 32$150K$152K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$62K$47K$14K$2K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$60K$45K$15K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$21K$16K$5K
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$7K$7K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$15K$9K$3K$3K
Office expensesLn 13$3K$2K$993
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$812$764$48
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$112$112
InsuranceLn 23$2K$1K$889
Other expenses (24a–d)Ln 24$83K$67K$14K$909
All other expensesLn 24e$59K$40K$18K$891
Total functional expensesLn 25$313K$228K$78K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $400K$450K−$49K$54K 990 PDF
FY2024 $200K$206K−$6K$104K 990 PDF
FY2023 $192K$110K 990 PDF
FY2022 $147K$110K 990 PDF
FY2021 $212K$168K$44K$187K 990 PDF
FY2020 Viewing $305K$313K−$8K$152K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $304,805 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $99,425$120,119
I-9 Program service revenuePrior year $203,120$182,846
I-10 Investment incomePrior year $1,912$1,710
I-11 Other revenuePrior year $302$130
I-12 Total revenuePrior year $304,759$304,805
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $77,039$143,609
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $209,167$169,049
I-18 Total expensesPrior year $286,206$312,658
I-19 Revenue less expensesPrior year $18,553−$7,853
Part VI · Governance 14 of 14 board members independent, 3 to look at
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $304,805 across 11 lines filed
VIII-1b Membership dues$95,097
VIII-1f All other contributions, gifts and grants$25,022
VIII-1h Total contributions, gifts and grants$120,119
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $182,846$182,846
VIII-3 Investment incomeRelated to mission $1,710$1,710
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $130$130
VIII-12 Total revenueRelated to mission $184,686$304,805
Part IX · Statement of functional expenses $312,658 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $46,875 · Management $13,625 · Fundraising $2,000$62,500
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $45,139 · Management $15,041$60,180
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $15,697 · Management $5,232$20,929
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $6,678$6,678
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $8,751 · Management $2,625 · Fundraising $3,209$14,585
IX-13 Office expensesPrograms $2,485 · Management $993$3,478
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $764 · Management $48$812
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationManagement $112$112
IX-23 InsurancePrograms $1,333 · Management $889$2,222
IX-24 Other expenses (24a–d)Programs $67,240 · Management $14,489 · Fundraising $909$82,638
IX-24e All other expensesPrograms $39,815 · Management $17,818 · Fundraising $891$58,524
IX-25 Total functional expensesPrograms $228,099 · Management $77,550 · Fundraising $7,009$312,658
Part X · Balance sheet $199,695 assets, 19 lines filed
X-1 Cash, non-interest-bearingStart of year $37,106$39,256
X-2 Savings and temporary cash investmentsStart of year $25,327$25,461
X-3 Pledges and grants receivable$2,000
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $12,000$6,279
X-10c Land, buildings and equipment, netStart of year $279$167
X-11 Publicly traded securitiesStart of year $118,881$126,532
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $193,593$199,695
X-17 Accounts payable and accrued expenses$4,920
X-19 Deferred revenueStart of year $37,510$42,413
X-26 Total liabilitiesStart of year $43,285$47,333
X-27 Net assets without donor restrictionsStart of year $150,308$152,362
X-32 Total net assets or fund balancesStart of year $150,308$152,362
X-33 Total liabilities and net assetsStart of year $193,593$199,695
Part XI · Reconciliation of net assets $152,362 net assets at year end
XI-1 Total revenue$304,805
XI-2 Total expenses$312,658
XI-3 Revenue less expenses−$7,853
XI-4 Net assets at start of year$150,308
XI-5 Net unrealized gains (losses) on investments$9,907
XI-10 Net assets at end of year$152,362

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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