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Nonprofit · EIN 25-1768391

OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY

Tax-exempt · PITTSBURGH, PA 15213

Financials

$431K$400K2022$374K$392K2023$445K$396K2024
Revenue Expenses · by fiscal year end
Financials of OSHER LIFELONG LEARNING INSTITUTE AT CARNEGIE MELLON UNIVERSITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$444,773$395,769$49,004$1,426,375$28,672$1,397,703
June 30, 2024990$373,711$391,549-$17,838$1,321,052$29,004$1,292,048
June 30, 2023990$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.

NameTitleHours / weekCompensation
DAN BOYARSKIDIRECTOR
Trustee or director
1.05$0
NEELAM DWIVEDIDIRECTOR
Trustee or director
1.05$0
STEPHANIE FALLDIRECTOR
Trustee or director
1.05$0
JAN HAWKINSDIRECTOR
Trustee or director
1.05$0
ALLAN HRIBARSECRETARY
Trustee or director, Officer
5.25$0
ANN ISAACDIRECTOR
Trustee or director
1.05$0
SIBBY MCCRADYDIRECTOR
Trustee or director
1.05$0
PETER OLEINICKVICE PRESIDE
Trustee or director, Officer
5.25$0
DAVID PERINIDIRECTOR
Trustee or director
1.05$0
JEFFREY SWOGERPRESIDENT
Trustee or director, Officer
5.25$0
MARIAN VANEKDIRECTOR
Trustee or director
1.05$0
MARK WINERTREASURER
Trustee or director, Officer
5.25$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
DAN BOYARSKIDIRECTOR
Trustee or director
1$0
NEELAM DWIVEDIDIRECTOR
Trustee or director
1$0
STEPHANIE FALLDIRECTOR
Trustee or director
1$0
ANN ISAACDIRECTOR
Trustee or director
1$0
BUD KAHNDIRECTOR
Trustee or director
1$0
SIBBY MCCRADYDIRECTOR
Trustee or director
1$0
SUSAN MORRISDIRECTOR
Trustee or director
1$0
PETER OLEINICKDIRECTOR
Trustee or director
1$0
SANKAR SEETHARAMAPRESIDENT
Trustee or director, Officer
5$0
JEFFREY SWOGERVICE PRESIDE
Trustee or director, Officer
5$0
RANDY WEINBERGSECRETARY
Trustee or director, Officer
5$0
MARK WINERTREASURER
Trustee or director, Officer
5$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensation
NEELAN DWIVEDIDIRECTOR
Trustee or director
1$0
STEPHINE FALLDIRECTOR
Trustee or director
1$0
ANN ISAACDIRECTOR
Trustee or director
1$0
SIBBY MCCRADYDIRECTOR
Trustee or director
1$0
SUSAN MORRISDIRECTOR
Trustee or director
1$0
JOHN OLMSTEADDIRECTOR
Trustee or director
1$0
SANKAR SEETHARAMAVICE PRESIDE
Trustee or director, Officer
5$0
JEFFREY SWOGERDIRECTOR
Trustee or director
1$0
MARCIA TAYLORPRESIDENT
Trustee or director, Officer
5$0
RANDY WEINBERGSECRETARY
Trustee or director, Officer
5$0
MARK WINERTREASURER
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.

990 for the year ended June 30, 2025

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 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
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

FormYear endedRevenueExpensesAssetsReturn
990June 2025$444,773$395,769$1,426,375XML
990June 2024$373,711$391,549$1,321,052XML
990June 2023$431,004$399,837$1,267,230XML
990June 2022$492,213$448,066$1,188,524IRS
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 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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