Nonprofit · EIN 25-1768391
OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY
Tax-exempt · PITTSBURGH, PA 15213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $444,773 | $395,769 | $49,004 | $1,426,375 | $28,672 | $1,397,703 |
| June 30, 2024 | 990 | $373,711 | $391,549 | -$17,838 | $1,321,052 | $29,004 | $1,292,048 |
| June 30, 2023 | 990 | $431,004 | $399,837 | $31,167 | $1,267,230 | $21,153 | $1,246,077 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $58,756
- Program service revenue
- $322,115
- Investment income
- $63,902
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $221,328
- Salaries, compensation and benefits (total)
- $282,054
- Professional fundraising fees
- $0
- Accounting fees
- $15,165
- Program services (functional)
- $256,694
- Management and general (functional)
- $139,075
Balance sheet and other
- Total assets, start of year
- $1,321,052
- Total assets, end of year
- $1,426,375
- Total liabilities, end of year
- $28,672
- Net assets, end of year
- $1,397,703
- Publicly traded securities
- $984,318
- Net assets without donor restrictions
- $1,247,779
- Net assets with donor restrictions
- $149,924
- Gross receipts
- $444,773
- Employees
- 4
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN BOYARSKI | DIRECTOR Trustee or director | 1.05 | $0 |
| NEELAM DWIVEDI | DIRECTOR Trustee or director | 1.05 | $0 |
| STEPHANIE FALL | DIRECTOR Trustee or director | 1.05 | $0 |
| JAN HAWKINS | DIRECTOR Trustee or director | 1.05 | $0 |
| ALLAN HRIBAR | SECRETARY Trustee or director, Officer | 5.25 | $0 |
| ANN ISAAC | DIRECTOR Trustee or director | 1.05 | $0 |
| SIBBY MCCRADY | DIRECTOR Trustee or director | 1.05 | $0 |
| PETER OLEINICK | VICE PRESIDE Trustee or director, Officer | 5.25 | $0 |
| DAVID PERINI | DIRECTOR Trustee or director | 1.05 | $0 |
| JEFFREY SWOGER | PRESIDENT Trustee or director, Officer | 5.25 | $0 |
| MARIAN VANEK | DIRECTOR Trustee or director | 1.05 | $0 |
| MARK WINER | TREASURER Trustee or director, Officer | 5.25 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN BOYARSKI | DIRECTOR Trustee or director | 1 | $0 |
| NEELAM DWIVEDI | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE FALL | DIRECTOR Trustee or director | 1 | $0 |
| ANN ISAAC | DIRECTOR Trustee or director | 1 | $0 |
| BUD KAHN | DIRECTOR Trustee or director | 1 | $0 |
| SIBBY MCCRADY | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| PETER OLEINICK | DIRECTOR Trustee or director | 1 | $0 |
| SANKAR SEETHARAMA | PRESIDENT Trustee or director, Officer | 5 | $0 |
| JEFFREY SWOGER | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| RANDY WEINBERG | SECRETARY Trustee or director, Officer | 5 | $0 |
| MARK WINER | TREASURER Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NEELAN DWIVEDI | DIRECTOR Trustee or director | 1 | $0 |
| STEPHINE FALL | DIRECTOR Trustee or director | 1 | $0 |
| ANN ISAAC | DIRECTOR Trustee or director | 1 | $0 |
| SIBBY MCCRADY | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN OLMSTEAD | DIRECTOR Trustee or director | 1 | $0 |
| SANKAR SEETHARAMA | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| JEFFREY SWOGER | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA TAYLOR | PRESIDENT Trustee or director, Officer | 5 | $0 |
| RANDY WEINBERG | SECRETARY Trustee or director, Officer | 5 | $0 |
| MARK WINER | TREASURER Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 5000 FORBES AVE, PITTSBURGH, PA 15213-3815
- Principal officer (990 for 2024)
- JEFFREY SWOGER
- Signed the 990
- MARK WINER, TREASURER
- Phone
- (412) 268-7489
- Return prepared by
- STENGER BIES & COMPANY INC
Mission
TO PROVIDE EDUCATIONAL COURSES FOR OLDER ADULTS.
Program accomplishments
- TO PROVIDE EDUCATIONAL COURSES FOR OLDER ADULTS.Expenses $256,694 · revenue $322,115
- TO PROVIDE EDUCATIONAL COURSES FOR OLDER ADULTS.
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1768391
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90Z)
- Assets (IRS master file)
- $1,426,375
- Income (IRS master file)
- $444,773
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $444,773 | $395,769 | $1,426,375 | XML |
| 990 | June 2024 | $373,711 | $391,549 | $1,321,052 | XML |
| 990 | June 2023 | $431,004 | $399,837 | $1,267,230 | XML |
| 990 | June 2022 | $492,213 | $448,066 | $1,188,524 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 25-1768391).
Questions about OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY
- What is the EIN of OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY?
- The employer identification number (EIN) of OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY is 25-1768391.
- Is OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY 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 OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY 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 OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY?
- The 990 for the year ended June 30, 2025 names JEFFREY SWOGER.
- Who are the officers and directors of OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $444,773, expenses of $395,769 and total assets of $1,426,375 at year end.
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