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Nonprofit · EIN 02-0553205

LEARNING IN RETIREMENT INC

Tax-exempt · ATHENS, GA 30605

Financials

$192K$204K2022$200K$206K2023$400K$450K2024
Revenue Expenses · by fiscal year end
Financials of LEARNING IN RETIREMENT INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$400,167$449,640-$49,473$110,277$56,074$54,203
June 30, 2024990$200,151$206,146-$5,995$146,604$42,928$103,676
June 30, 2023990-EZ$191,539$203,821-$12,282$148,963$39,292$109,671
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$233,447
Membership dues
$82,423
Program service revenue
$139,869
Investment income
$14,611
Other revenue
$12,240

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$132,100
Salaries, compensation and benefits (total)
$250,110
Professional fundraising fees
$0
Legal fees
$1,718
Accounting fees
$9,296
Depreciation
$215
Program services (functional)
$207,723
Management and general (functional)
$241,917

Balance sheet and other

Total assets, start of year
$146,604
Total assets, end of year
$110,277
Total liabilities, end of year
$56,074
Net assets, end of year
$54,203
Land, buildings and equipment
$322
Net assets without donor restrictions
$54,203
Gross receipts
$400,167
Employees
1
Volunteers
400
Year formed
2002
State of legal domicile
GA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CAROL COMANPresident
Trustee or director, Officer
20$0
GREG MISTOFFVice President
Trustee or director, Officer
10$0
CAROLYN SCHNEIDERSecretary
Trustee or director, Officer
10$0
ANGELA GREENTreasurer
Trustee or director, Officer
15$0
TRACY COLEYDirector
Trustee or director
2.5$0
ROSS CURRYDirector
Trustee or director
2$0
NICK DALEDirector
Trustee or director
2$0
HARRY HAYESDirector
Trustee or director
4$0
CAROL KURTZDirector
Trustee or director
2$0
BARBARA LEWISDirector
Trustee or director
2$0
WILLIAM LOUGHNERDirector
Trustee or director
2$0
NAVIN PATELDirector
Trustee or director
2$0
DON SMITHDirector
Trustee or director
1$0
LISA CHAFINDirector
Trustee or director
2.5$0
TIMOTHY MEEHANEXECUTIVE DIRECTOR40$0
990 for the year ended June 30, 2024: 15 people
NameTitleHours / weekCompensation
DAWN TORCIVIAPresident
Trustee or director, Officer
20$0
CAROL COMANPresident Elect
Trustee or director, Officer
10$0
CAROLYN SCHNEIDERSecretary
Trustee or director, Officer
3.5$0
GREG MITSOFFTreasurer
Trustee or director, Officer
5$0
JANE AMOSDirector
Trustee or director
2.5$0
NORMAN BALDWINDirector
Trustee or director
2.5$0
TRACY COLEYDirector
Trustee or director
2.5$0
LAURA CARTERDirector
Trustee or director
2.5$0
ANGELA GREENEDirector
Trustee or director
2.5$0
HARRY HAYESDirector
Trustee or director
2.5$0
NAVIN PATELDirector
Trustee or director
2.5$0
CAROL KURTZDirector
Trustee or director
2.5$0
CHUCK TERRYDirector
Trustee or director
2.5$0
LIZ POWELLDirector
Trustee or director
2.5$0
TIMOTHY MEEHANEXECUTIVE DIRECTOR40$0
990-EZ for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensation
TIMOTHY MEEHANEXECUTIVE DIRECTOR40$65,245
ALEXIS WINGERDirector0$0
MAMIE MIERZWAKPresident10$0
GREG MITSOFFTreasurer5$0
JANE AMOSDirector2.5$0
NORMAN BALDWINDirector2.5$0
LAURA CARTERDirector2.5$0
VICTOR GAGLIANODirector2.5$0
ROY MARTINDirector2.5$0
NAVIN PATELDirector2.5$0
DOUG KLEIBERDirector2.5$0
CHUCK TERRYDirector2.5$0
LIZ POWELLDirector2.5$0

Address and contacts

Address (IRS master file)
850 COLLEGE STATION RD, ATHENS, GA 30605-2718
Signed the 990
CAROL COMAN, President
Return prepared by
TURNER AND PATAT PC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • IN THE CURRENT FISCAL YEAR, APPROXIMATELY 300 CLASSES WERE OFFERED TO MEMBERS. 810 MEMBERS TOOK CLASSES LAST YEAR WITH APPROXIMATELY 6,067 CLASS AND lUNCH & lEARN REGISTRATIONS.
    Expenses $193,791
  • 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. THIS FISCAL YEAR, THERE WERE FOUR ONE-DAY TRIPS, AND 2 INTERNATIONAL TRIPS OFFERED.
    Expenses $13,932

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
02-0553205
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B60)
Assets (IRS master file)
$110,277
Income (IRS master file)
$400,167

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$400,167$449,640$110,277IRS
990June 2024$200,151$206,146$146,604IRS
990-EZJune 2023$191,539$203,821$148,963XML
990-EZJune 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0553205).

Questions about LEARNING IN RETIREMENT INC

What is the EIN of LEARNING IN RETIREMENT INC?
The employer identification number (EIN) of LEARNING IN RETIREMENT INC is 02-0553205.
Is LEARNING IN RETIREMENT INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to LEARNING IN RETIREMENT INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEARNING IN RETIREMENT INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LEARNING IN RETIREMENT INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEARNING IN RETIREMENT INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of LEARNING IN RETIREMENT INC?
The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does LEARNING IN RETIREMENT INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $400,167, expenses of $449,640 and total assets of $110,277 at year end.

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