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Nonprofiteer
← OSHER LIFELONG LEARNING INSTITUTE AT UVA

Form 990 for tax year 2022

Filed by OSHER LIFELONG LEARNING INSTITUTE AT UVA.

Totals

Total revenue
$651,335
Total expenses
$562,264
Contributions and grants received
$401,532
Grants paid
$0
Program service revenue
$244,692
Investment income
$5,111
Other revenue
$0
Total assets, end of year
$4,036,034
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,036,034
Program services expenses (Part IX)
$412,187
Management and general expenses
$101,085
Fundraising expenses
$48,992
Program service expenses (Part III)
$412,187

Program services were 73.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $61,069

  • 1f · All other contributions, gifts and grants

    $340,463

  • 2a · Program service revenue: MEMBERSHIP & REGISTRAT

    total $237,492 · related or exempt $237,492

  • 2b · Program service revenue: ADVERTISING REVENUE

    total $7,200 · unrelated business $7,200

  • 3 · Investment income

    total $5,111 · excluded $5,111

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $135,000 · program services $74,250 · management and general $40,500 · fundraising $20,250

  • 7 · Other salaries and wages

    total $96,408 · program services $67,485 · management and general $14,461 · fundraising $14,462

  • 8 · Pension plan contributions

    total $8,696 · program services $5,326 · management and general $2,065 · fundraising $1,305

  • 9 · Other employee benefits

    total $27,992 · program services $17,145 · management and general $6,648 · fundraising $4,199

  • 10 · Payroll taxes

    total $17,819 · program services $10,914 · management and general $4,232 · fundraising $2,673

  • 11c · Fees: accounting

    total $4,500 · management and general $4,500

  • 11g · Fees: other

    total $16,462 · program services $14,083 · management and general $1,667 · fundraising $712

  • 12 · Advertising and promotion

    total $12,767 · program services $12,767

  • 13 · Office expenses

    total $2,971 · program services $2,295 · management and general $557 · fundraising $119

  • 16 · Occupancy

    total $97,334 · program services $80,398 · management and general $14,517 · fundraising $2,419

  • 23 · Insurance

    total $7,393 · management and general $7,393

  • 24a · Other expenses: TEACHING SUPPLIES & EQU

    total $63,854 · program services $63,854

  • 24b · Other expenses: MEETINGS AND FACULTY EV

    total $24,908 · program services $22,417 · management and general $2,491

  • 24c · Other expenses: CATALOGS AND NEWSLETTER

    total $16,898 · program services $15,208 · fundraising $1,690

  • 24d · Other expenses: OLLI OUTING PROGRAM DIR

    total $11,448 · program services $11,448

  • 24e · All other expenses

    total $17,814 · program services $14,597 · management and general $2,054 · fundraising $1,163

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $635,702 · end of year $724,773

  • 3 · Pledges and grants receivable

    beginning of year $3,543,614 · end of year $3,311,261

  • 27 · Net assets without donor restrictions

    beginning of year $626,267 · end of year $714,457

  • 28 · Net assets with donor restrictions

    beginning of year $3,553,049 · end of year $3,321,577

Mission and programs · 2022

Mission

SEE SCHEDULE OAWARE THAT AN ACTIVE MIND IS AS NECESSARY AS SOCIAL RELATIONSHIPS AND PHYSICAL EXERCISE TO A FULL LIFE, THE OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF VIRGINIA OFFERS EDUCATIONAL OPPORTUNITIES AND INTELLECTUAL ENRICHMENT TO ADULTS IN THE COMMUNITY. OLLI DRAWS UPON ITS MEMBERS, AS WELL AS OTHER ACADEMIC AND COMMUNITY RESOURCES, TO ORGANIZE COURSES AND OTHER EDUCATIONAL ACTIVITIES. IN THIS STIMULATING ENVIRONMENT, MEMBERS MAY ACQUIRE KNOWLEDGE, EXPLORE IDEAS, EXERCISE CREATIVITY, AND SHARE INTERESTS AND EXPERTISE WITH OTHERS.

Activities or mission (Part I)

PROVIDE HIGH QUALITY EDUCATIONAL OPPORTUNITIES FOR ACTIVE ADULTS. THE FOUNDATION OFFERS OVER 150 COURSES ANNUALLY AT MINIMAL COST TO ITS OVER 1,000 MEMBERS IN THE CENTRAL VA AREA. THE FOUNDATION UTILIZES A 300+ VOLUNTEER BASE TO TEACH AND SUPPORT THESE OFFERINGS. THE FOUNDATION ALSO OFFERS EVENTS AND COURSES THAT ARE OPEN TO THE GENERAL PUBLIC.

  • PROVIDE COURSES, TRIPS AND LECTURES FOR SENIORS.

  • Expenses $412,187 · Revenue $237,492

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gary Nimax

    PRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Elliot Mininberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Ed Piper

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Carol Bingaman

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Phillip Shiflett

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Mary Vee Connell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • P J Rooney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Gaye Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • William Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Deidra Massie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Althea Brooks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Charles Hamilton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Kristen Mynes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Mike Stahl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.5

  • Tay Strauss

    DIR. OF PROGRAMMING

    Total calculated
    $62,500
    From this org
    $62,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Genevieve Baer

    DIR. OF OPERATIONS AND MEM

    Total calculated
    $62,500
    From this org
    $62,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
8 February 2024
IRS schema version
2022v5.0
Source object
202400519349301240

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