Nonprofit · EIN 02-0791028
LEARNING IN RETIREMENT IN THE DESERT CORPORATION
Tax-exempt · PALM DESERT, CA 92255
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $44,816 | $44,267 | $549 | $170,274 | – | $170,274 |
| June 30, 2024 | 990-EZ | $39,991 | $44,817 | -$4,826 | $169,725 | – | $169,725 |
| June 30, 2023 | 990-EZ | $36,519 | $25,711 | $10,808 | $174,551 | – | $174,551 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $160
- Program service revenue
- $40,625
- Investment income
- $4,031
Expenses
- Grants and similar amounts paid
- $12,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,394
- Occupancy
- $19,464
- Other expenses
- $10,409
- Program services (functional)
- $32,268
Balance sheet and other
- Total assets, start of year
- $169,725
- Total assets, end of year
- $170,274
- Total liabilities, end of year
- –
- Net assets, end of year
- $170,274
- Cash, savings and investments
- $170,274
- Gross receipts
- $44,816
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerald Blatt | President | 20 | $0 |
| Phil Kibort | Secretary | 10 | $0 |
| Marc Rosen | Director | 20 | $0 |
| Tina Vanderberg | Treasurer | 20 | $0 |
| Joe Kokesh | Director | 20 | $0 |
| Felicia Martin | Director | 10 | $0 |
| Nancy Dowling | Vice President | 15 | $0 |
990-EZ for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerald Blatt | President | 10 | $0 |
| John Considine | Vice President | 8 | $0 |
| Phil Kibort | Secretary | 3 | $0 |
| Marc Rosen | Director | 10 | $0 |
| Tina Vanderberg | Treasurer | 2 | $0 |
| Joe Kokesh | Director | 10 | $0 |
| Felicia Martin | Director | 4 | $0 |
| Harry Nugent-Patten | Director | 5 | $0 |
| Ted Gertz | Director | 4 | $0 |
| Nancy Dowling | Director | 4 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Gerald Blatt | President | 10 | $0 |
| John Considine | Vice President | 8 | $0 |
| Phil Kibort | Secretary | 3 | $0 |
| Marc Rosen | Director | 10 | $0 |
| Tina Vanderberg | Treasurer | 2 | $0 |
| Joe Kokesh | Director | 10 | $0 |
| Felicia Martin | Director | 4 | $0 |
| Harry Nugent-Patten | Director | 5 | $0 |
| Ted Gertz | Director | 4 | $0 |
| Nancy Dowling | Director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12052, PALM DESERT, CA 92255-2052
- In care of
- % STEVE MANNING
- Mailing address (990-N for 2017)
- PO Box 12052, Rancho Mirage CA 92255
- Principal officer (990-N for 2017)
- Gerald Blatt, 72-840 CA 111, Palm Desert CA 92260
- Signed the 990-EZ
- Tina Vanderberg, Treasurer
- Phone
- (281) 785-8632
- Website
- www.lirpalmdesert.com
- Return prepared by
- Solowitz & Associates CPAs Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 02-0791028 or by the name LEARNING IN RETIREMENT IN THE DESERT CORPORATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Learning in Retirement offers classes for senior citizens in the Coachella Valley that are tailored to their unique needs by inspiring, educating, and entertaining. All of our board members, teachers, and staff are non-paid volunteers. Classes are presented in classrooms or via Zoom. We have three semesters that are six weeks in length and are offered from November to April.
Program accomplishments
- Since our start 20 years ago, with two classes, we have grown to more than twenty-six classes in our last spring session that were attended by nearly 200 students. By providing the important service of classes to seniors in our area, we make a major contribution to the greater Coachella Valley community. When the pandemic struck the classes were moved to online. Classes will move back to the classrooms or continue online post-Covid. Over the years, we have developed a mutually-beneficial relationship with the College of the Desert that will serve us well in the future.Expenses $32,268 · grants $12,000
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 02-0791028
- 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
- 2008
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $170,274
- Income (IRS master file)
- $44,816
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $44,816 | $44,267 | $170,274 | XML |
| 990-EZ | June 2024 | $39,991 | $44,817 | $169,725 | XML |
| 990-EZ | June 2023 | $36,519 | $25,711 | $174,551 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Gerald Blatt | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 02-0791028).
Questions about LEARNING IN RETIREMENT IN THE DESERT CORPORATION
- What is the EIN of LEARNING IN RETIREMENT IN THE DESERT CORPORATION?
- The employer identification number (EIN) of LEARNING IN RETIREMENT IN THE DESERT CORPORATION is 02-0791028.
- Is LEARNING IN RETIREMENT IN THE DESERT CORPORATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to LEARNING IN RETIREMENT IN THE DESERT CORPORATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEARNING IN RETIREMENT IN THE DESERT CORPORATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LEARNING IN RETIREMENT IN THE DESERT CORPORATION 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 IN THE DESERT CORPORATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of LEARNING IN RETIREMENT IN THE DESERT CORPORATION?
- The 990-N for 2017 names Gerald Blatt.
- Who are the officers and directors of LEARNING IN RETIREMENT IN THE DESERT CORPORATION?
- The 990-EZ for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does LEARNING IN RETIREMENT IN THE DESERT CORPORATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $44,816, expenses of $44,267 and total assets of $170,274 at year end.
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