Nonprofit · EIN 33-1096431
OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA
Tax-exempt · TUCSON, AZ 85719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $620,452 | $472,334 | $148,118 | $1,363,241 | $0 | $1,363,241 |
| June 30, 2024 | 990 | $585,944 | $495,040 | $90,904 | $1,147,542 | $0 | $1,147,542 |
| June 30, 2023 | 990 | $537,415 | $490,794 | $46,621 | $997,652 | $0 | $997,652 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $111,175
- Program service revenue
- $491,708
- Investment income
- $17,569
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,898
- Occupancy
- $138,798
- Travel
- $1,749
- Depreciation
- $3,927
- Program services (functional)
- $472,334
Balance sheet and other
- Total assets, start of year
- $1,147,542
- Total assets, end of year
- $1,363,241
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,363,241
- Land, buildings and equipment
- $98,678
- Publicly traded securities
- $817,131
- Net assets without donor restrictions
- $1,363,241
- Gross receipts
- $620,452
- Employees
- 0
- Volunteers
- 400
- Year formed
- 2004
- State of legal domicile
- AZ
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 |
|---|---|---|---|
| NONA CUSICK | President Trustee or director, Officer | 15 | $0 |
| SUSAN WILLIAMS | Treasurer Trustee or director, Officer | 8 | $0 |
| DAVID KIKEL | Secretary Trustee or director, Officer | 8 | $0 |
| MALLORY RIEGGER | Vice President Trustee or director, Officer | 8 | $0 |
| JUDITH ROCKEY | Director Trustee or director | 3 | $0 |
| MYRNA FELDMAN | Director Trustee or director | 3 | $0 |
| ROB GETLAN | Director Trustee or director | 3 | $0 |
| JOSE SANTIAGO | Director Trustee or director | 3 | $0 |
| JULIE NEWBERG | Director Trustee or director | 3 | $0 |
| RONALD SPARK | Director Trustee or director | 3 | $0 |
| SUSAN LOWRY | Director Trustee or director | 3 | $0 |
| LEE COMPTON | Vice President Trustee or director, Officer | 8 | $0 |
| PAT FURMAN | Director Trustee or director | 3 | $0 |
| DAVID SMITH | Secretary Trustee or director, Officer | 8 | $0 |
| RICHARD MUNDINGER | Director Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NONA CUSICK | President Trustee or director, Officer | 15 | $0 |
| SUSAN WILLIAMS | Treasurer Trustee or director, Officer | 8 | $0 |
| DAVID KIKEL | Secretary Trustee or director, Officer | 8 | $0 |
| MALLORY RIEGGER | Vice President Trustee or director, Officer | 8 | $0 |
| JUDITH ROCKEY | Director Trustee or director | 3 | $0 |
| MYRNA FELDMAN | Director Trustee or director | 3 | $0 |
| ROB GETLAN | Director Trustee or director | 3 | $0 |
| JOSE SANTIAGO | Director Trustee or director | 3 | $0 |
| JULIE NEWBERG | Director Trustee or director | 3 | $0 |
| RONALD SPARK | Director Trustee or director | 3 | $0 |
| SUSAN LOWRY | Director Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NONA CUSICK | President Trustee or director, Officer | 15 | $0 |
| SUSAN WILLIAMS | Treasurer Trustee or director, Officer | 8 | $0 |
| DAVID KIKEL | Secretary Trustee or director, Officer | 8 | $0 |
| MALLORY RIEGGER | Vice President Trustee or director, Officer | 8 | $0 |
| BOB SALTER | Director Trustee or director | 3 | $0 |
| GERALD GEISE | Director Trustee or director | 3 | $0 |
| JUDITH ROCKEY | Director Trustee or director | 3 | $0 |
| MYRNA FELDMAN | Director Trustee or director | 3 | $0 |
| ROB GETLAN | Director Trustee or director | 3 | $0 |
| Jose Santiago | Director Trustee or director | 3 | $0 |
| Bruce Goldstein | Director Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 4485 N 1ST AVENUE, TUCSON, AZ 85719-1072
- In care of
- % NANCY R SOHN
- Principal officer (990 for 2024)
- NONA CUSICK, 4485 N 1st Avenue, Tucson, AZ 85719
- Signed the 990
- NONA CUSICK, President
- Phone
- (520) 626-9039
- Website
- www.olli.arizona.edu
- Return prepared by
- Riegger Consulting
Mission
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 SOCIAL INTERACTION.
Program accomplishments
- ALMOST ENTIRELY VOLUNTEER RUN, OSHER LIFELONG LEARNING INSTITUTE - UNIVERSITY OF ARIZONA (OLLI-UA) PROVIDES LIFELONG LEARNING FOR ADULTS 50+, KEEPING AGING ADULTS ENGAGED SOCIALLY AND ACTIVE MENTALLY THROUGH A COMMUNITY LEARNING ENVIRONMENT. FOR THE YEAR ENDED JUNE 30, 2025 WE HAD OVER 1,170 MEMBERS. WE ANTICIPATE THE ENROLLMENT TO CONTINUE TO INCREASE AS WE INCREASE OFFERINGS AND PROVIDE ADDITIONAL HYBRID ATTENDANCE OPPORTUNITIES. OLLI-UA SERVES ITS MEMBERS THROUGH A BROAD RANGE OF QUALITY EDUCATION COURSES OFFERED BOTH ONLINE AND IN-PERSON IN THE GREATER TUCSON AREA WITH OVER 530 OFFERINGS, EQUALING OVER 3,500 HOURS OF PROGRAMING LED BY OVER 230 VOLUNTEER INSTRUCTORS. WE CONTINUE TO HAVE SUBSTANTIAL GROWTH IN THE NUMBER OF PARTICIPANTS SINCE THE PROGRAMS FOUNDING IN 1989. WE CONTINUE TO INCREASE SOCIAL ACTIVITIES AND OUR CURRICULUM AS WE ENCOURAGE MORE MEMBERS TO SOCIALIZE. THE OLLI-UA BOARD BELIEVES THAT SOCIAL ACTIVITIES NOT ONLY ENHANCE THE OLLI-UA EXPERIENCE FOR ITS MEMBERS BUT ALSO SERVES TO INCREASE THE OLLI-UA MEMBERSHIP.Expenses $472,334 · revenue $491,708
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
- 33-1096431
- 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)
- $1,363,241
- Income (IRS master file)
- $620,452
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $620,452 | $472,334 | $1,363,241 | IRS |
| 990 | June 2024 | $585,944 | $495,040 | $1,147,542 | XML |
| 990 | June 2023 | $537,415 | $490,794 | $997,652 | XML |
| 990 | June 2022 | $482,991 | $385,990 | $924,138 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 33-1096431).
Questions about OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA
- What is the EIN of OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA?
- The employer identification number (EIN) of OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA is 33-1096431.
- Is OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA 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 THE UNIVERSITY OF ARIZONA 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 THE UNIVERSITY OF ARIZONA 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 THE UNIVERSITY OF ARIZONA?
- The 990 for the year ended June 30, 2025 names NONA CUSICK.
- Who are the officers and directors of OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF ARIZONA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $620,452, expenses of $472,334 and total assets of $1,363,241 at year end.
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