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.
Form
990
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Mallory Riegger Treasurer | OfficerTrustee | 8 | $0 |
Bob Kiser Vice-President | OfficerTrustee | 8 | $0 |
David Shawver President | OfficerTrustee | 15 | $0 |
David Kikel Secretary | OfficerTrustee | 8 | $0 |
Constance Brunt Director | Trustee | 3 | $0 |
William Couchman Director | Trustee | 3 | $0 |
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 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $0 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $36,943 |
Advertising and promotion | $7,333 |
Office expenses | $0 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $105,814 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $7,262 |
Insurance | $3,382 |
All other expenses | $866 |
Total functional expenses | $376,444 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $622,478 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $119,455 |
Investments—publicly traded securities | $118,648 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $860,581 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Net assets without donor restrictions | $860,581 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $860,581 |
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 Organization | Amount |
---|---|
Schwab Charitable Fund San Francisco, CA PURPOSE: EDUCATION | $6,000 |
Beg. Balance | $53,333 |
Net Contributions | $72,258 |
Ending Balance | $125,591 |
Organization Name | Assets | Revenue |
---|---|---|
Options For Youth - Acton Pasadena, CA | $9,356,089 | $27,087,942 |
Educause Boulder, CO | $45,912,990 | $23,875,929 |
International School Of Denver Inc Denver, CO | $37,011,628 | $17,937,302 |
Berggruen Institute Los Angeles, CA | $7,691,670 | $14,445,646 |
Aspen Global Change Institute Inc Basalt, CO | $40,273,287 | $16,176,198 |
Vision Y Compromiso El Cerrito, CA | $5,188,501 | $11,619,190 |
The Broad Center Los Angeles, CA | $3,813,633 | $10,084,361 |
National Equity Project Oakland, CA | $16,206,654 | $13,208,887 |
Casas Comprehensive Adult Student Assessment Systems San Diego, CA | $7,496,351 | $8,078,168 |
Silicon Slopes Lehi, UT | $2,661,490 | $5,981,892 |
Jobs For Nevadas Graduates Inc Las Vegas, NV | $2,371,026 | $5,045,525 |
Viva Physicians Inc Palm Springs, CA | $23,221,286 | $5,506,798 |