Osher Lifelong Learning Institute At The University Of Arizona

Organization Overview

Osher Lifelong Learning Institute At The University Of Arizona is located in Tucson, AZ. The organization was established in 2004. According to its NTEE Classification (B60) the organization is classified as: Adult Education, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Osher Lifelong Learning Institute At The University Of Arizona is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.

For the year ending 06/2021, Osher Lifelong Learning Institute At The University Of Arizona generated $468.2k in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 15.3% each year . All expenses for the organization totaled $376.4k during the year ending 06/2021. While expenses have increased by 12.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

THE LIVES OF OUR MEMBERS, WHO ARE 50 YEARS OF AGE OR OLDER, HAVE BEEN ENHANCED BY THEIR PARTICIPATION IN OLLI-UA'S ACTIVITIES THAT FURTHER ITS MISSION TO PROVIDE OPPORTUNITIES FOR LEARNING, TEACHING, RESEARCH, SERVICE AND SOCIALIZING.

Describe the Organization's Program Activity:

Part 3 - Line 4a

OLLI-UA'S PROGRAM SERVICE TO ITS MEMBERS IS THE OFFERING OF A BROAD RANGE OF QUALITY EDUCATION COURSES OFFERED ONLINE AND IN-PERSON IN THE GREATER TUCSON AREA. SUBSTANTIAL GROWTH IN THE NUMBER OF PARTICIPANTS SINCE THE PROGRAM'S FOUNDING IN 1989 HAD RESULTED IN THE OFFERING OF MORE THAN 400 COURSES OF VARYING LENGTHS PRESENTED BY MORE THAN 200 EXPERIENCED VOLUNTEER STUDY GROUP LEADERS. THESE COURSES WERE ATTENDED BY MORE THAN 1,400 MEMBERS WHO PARTICIPATED FOR A TOTAL OF APPROXIMATELY 60,000 ATTENDANCE HOURS DURING 2019/20.WITH THE ONSET OF COVID 19, WE WERE ABLE TO MOVE OUR COURSES COMPLETELY ONLINE VIA ZOOM AFTER A 2 WEEK PERIOD OF TRANSITION. DURING 2020/21 WE WERE ABLE TO OFFER OVER 360 COURSES ONLINE AS WELL AS NUMEROUS RECORDED SESSIONS FOR OUR MEMBERS TO WATCH ANYTIME. WE CONTINUE TO USE ZOOM AND ANTICIPATE CONTINUING TO OFFER ONLINE CLASSES VIA ZOOM EVEN WHEN WE ARE ABLE TO FULLY RESUME IN-PERSON COURSES. IN-PERSON CLASSES HAVE STARTED IN LIMITED CAPACITY AS OF FALL 2021. WE WILL CONTINUE TO INCREASE OUR IN-PERSON CLASSES AS WELL AS CONTINUING OUR ROBUST ONLINE PRESENCE.OLLI-UA'S PROGRAM SERVICE TO ITS MEMBERS INCLUDES THE OFFERING OF OPPORTUNITIES TO ENGAGE IN VOLUNTEER SERVICE TO THE OLLI-UA COMMUNITY. SUBSTANTIAL GROWTH IN THE NUMBER OF VOLUNTEERS HAD RESULTED IN 500 VOLUNTEERS GIVING MANY HOURS OF THEIR TIME IN 2019/20. THE VOLUNTEER NUMBERS DROPPED SOMEWHAT DURING THE PANDEMIC, HOWEVER MANY OF THESE MEMBERS TURNED THEIR SUPPORT OF THE PROGRAM TO ONLINE SUPPORT AS STUDY GROUP LEADERS, TECH HOSTING, TECH HOST ZOOM TRAINING, OPERATING AUDIO-VISUAL EQUIPMENT, SCHEDULING CLASSES AND DIRECTING & ADMINISTERING THE TOTALITY OF THE PROGRAM. VOLUNTEERS REPORT SIGNIFICANT SATISFACTION FROM CONTRIBUTING TO THE WELL-BEING OF THE MEMBERSHIP, SOMETHING WHICH IS FREQUENTLY EXPRESSED TO ORGANIZATION LEADERS. MEMBERS ALSO REPORT SIGNIFICANT SATISFACTION WITH HAVING THE ABILITY TO ATTEND ONLINE CLASSES AND SOCIALIZE ONLINE TO RELIEVE THE ISOLATION CAUSED BY THE PANDEMIC.OLLI-UA'S PROGRAM SERVICE TO ITS MEMBERS ALSO INCLUDES THE OFFERING OF OPPORTUNITIES TO ENGAGE IN A BROAD AND GROWING SPECTRUM OF SOCIAL ACTIVITIES, BOTH ON AND OFF CAMPUS. PRESENTLY WE ARE UNABLE TO PARTICIPATE IN PERSON, HOWEVER, WE HAVE SUCCESSFULLY ORGANIZED GET TOGETHERS VIA ZOOM IN OUR VIRTUAL LOUNGE. WE HAVE ALSO STARTED TO HAVE OUTDOOR GET TOGETHERS IN LIMITED QUANTITIES AS OF 2022 AND ANTICIPATE THAT TO INCREASE WHILE KEEPING OUR MEMBERS SAFE.OLLI-UA'S MANAGEMENT BELIEVES THAT ANY SOCIAL ACTIVITIES NOT ONLY ENHANCE THE OLLI-UA EXPERIENCE FOR ITS MEMBERS BUT ALSO SERVE TO INCREASE OLLI-UA MEMBERSHIP.


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Board, Officers & Key Employees

Name (title)Compensation
Mallory Riegger
Treasurer
$0
Bob Kiser
Vice-President
$0
David Shawver
President
$0
David Kikel
Secretary
$0
Constance Brunt
Director
$0
William Couchman
Director
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$65,403
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$65,403
Total Program Service Revenue$400,995
Investment income $1,818
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $468,216

Grants Recieved

Over the last fiscal year, we have identified 1 grants that Osher Lifelong Learning Institute At The University Of Arizona has recieved totaling $6,000.

Awarding OrganizationAmount
Schwab Charitable Fund

San Francisco, CA

PURPOSE: EDUCATION

$6,000
View Grant Recipient Profile

Endowment Analysis

Beg. Balance$53,333
Net Contributions$72,258
Ending Balance$125,591

Peer Organizations

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