Skip to main content

Nonprofit · EIN 59-2344325

SARASOTA INSTITUTE OF LIFETIME LEARNING INC

Tax-exempt · SARASOTA, FL 34238

Financials

$390K$331K2023$528K$345K2024
Revenue Expenses · by fiscal year end
Financials of SARASOTA INSTITUTE OF LIFETIME LEARNING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$527,709$344,931$182,778$1,953,432$36,724$1,916,708
June 30, 2024990$390,254$330,603$59,651$1,655,613$15,048$1,640,565
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$74,084
Program service revenue
$329,114
Investment income
$124,511
Other revenue
$0

Expenses

Grants and similar amounts paid
$102,000
Compensation of officers, directors and key employees
$7,500
Salaries, compensation and benefits (total)
$7,500
Professional fundraising fees
$0
Occupancy
$77,723
Travel
$56,895
Program services (functional)
$344,931

Balance sheet and other

Total assets, start of year
$1,655,613
Total assets, end of year
$1,953,432
Total liabilities, end of year
$36,724
Net assets, end of year
$1,916,708
Gross receipts
$527,709
Employees
0
Volunteers
100
Year formed
1970
State of legal domicile
FL

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
Joseph HoltDirector
Trustee or director
15$5,500
Betsy TrabaDirector
Trustee or director
10$2,000
Robert BarylskiDirector
Trustee or director
6$0
Nancy CabralDirector
Trustee or director
6$0
Adrienne CipollaDirector
Trustee or director
6$0
Robert DeFillippiDirector
Trustee or director
10$0
Gordon GarrettDirector
Trustee or director
10$0
Susan HookDirector
Trustee or director
6$0
Gerald Luhman IIDirector
Trustee or director
15$0
Craig MarionDirector
Trustee or director
6$0
Karen BrownDirector
Trustee or director
15$0
Teresa MorrisDirector
Trustee or director
15$0
Jeffrey OlesenPresident
Trustee or director, Officer
15$0
C Beth CotnerDirector
Trustee or director
10$0
Robert DeutschDirector
Trustee or director
10$0
9 more people on this return
NameTitleHours / weekCompensation
Susan LewisAssistant Treasurer
Trustee or director
10$0
Michael BoorsteinVice President
Trustee or director, Officer
10$0
Jane DeFillippiDirector
Trustee or director
10$0
Craig KennedyDirector
Trustee or director
10$0
Robert LieberDirector
Trustee or director
6$0
Richard RoseDirector
Trustee or director
6$0
Kathie WestphalingDirector
Trustee or director
15$0
Marshall GreenwaldTreasurer
Officer
15$0
Robert GermainSecretary
Officer
15$0
990 for the year ended June 30, 2024: 24 people
NameTitleHours / weekCompensation
Joseph HoltDirector
Trustee or director
15$7,500
Betsy TrabaDirector
Trustee or director
10$2,000
Robert BarylskiDirector
Trustee or director
6$0
Nancy CabralDirector
Trustee or director
6$0
Adrienne CipollaDirector
Trustee or director
6$0
Robert DeFillippiDirector
Trustee or director
10$0
Gordon GarrettDirector
Trustee or director
10$0
Susan HookDirector
Trustee or director
6$0
Gerald Luhman IIDirector
Trustee or director
15$0
Craig MarionDirector
Trustee or director
6$0
Karen BrownDirector
Trustee or director
6$0
Teresa MorrisDirector
Trustee or director
15$0
Jeffrey OlesenVice President
Trustee or director
10$0
C Beth CotnerDirector
Trustee or director
10$0
Robert DeutschPresident
Trustee or director, Officer
15$0
Marshall GreenwaldTreasurer
Trustee or director, Officer
15$0
Susan LewisAssistant Treasurer
Trustee or director
10$0
Michael BoorsteinDirector
Trustee or director
6$0
Jane DeFillippiDirector
Trustee or director
10$0
Craig KennedyDirector
Trustee or director
10$0
Robert LieberDirector
Trustee or director
6$0
Richard RoseDirector
Trustee or director
6$0
Kathie WestphalingDirector
Trustee or director
15$0
Robert GermainSecretary
Trustee or director, Officer
15$0

Address and contacts

Address (IRS master file)
BOX 219 8499 SOUTH TAMIAMI TRAIL, SARASOTA, FL 34238-2960
Principal officer (990 for 2024)
Jeffry Olesen, 5515 Downham Meadow, Sarasota, FL 34235
Signed the 990
Marshall Greenwald, Treasurer
Phone
(941) 365-6404

Mission

Provide a lecture series on global issues and a music series for the community.

990 for the year ended June 30, 2025

Program accomplishments

  • Provide a lecture series on global issues and a music series for the community.
    Expenses $344,931 · grants $102,000 · revenue $403,197

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
59-2344325
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
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,953,432
Income (IRS master file)
$527,709

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$527,709$344,931$1,953,432XML
990June 2024$390,254$330,603$1,655,613XML
990June 2023$301,628$365,165$1,465,811IRS
990June 2022–––IRS
990June 2021–––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 59-2344325).

Questions about SARASOTA INSTITUTE OF LIFETIME LEARNING INC

What is the EIN of SARASOTA INSTITUTE OF LIFETIME LEARNING INC?
The employer identification number (EIN) of SARASOTA INSTITUTE OF LIFETIME LEARNING INC is 59-2344325.
Is SARASOTA INSTITUTE OF LIFETIME LEARNING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to SARASOTA INSTITUTE OF LIFETIME LEARNING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SARASOTA INSTITUTE OF LIFETIME LEARNING 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 SARASOTA INSTITUTE OF LIFETIME LEARNING 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 SARASOTA INSTITUTE OF LIFETIME LEARNING INC 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 SARASOTA INSTITUTE OF LIFETIME LEARNING INC?
The 990 for the year ended June 30, 2025 names Jeffry Olesen.
Who are the officers and directors of SARASOTA INSTITUTE OF LIFETIME LEARNING INC?
The 990 for the year ended June 30, 2025 lists 24 people; 2 received compensation from the organization, the highest $5,500 (Joseph Holt, Director).
How much revenue does SARASOTA INSTITUTE OF LIFETIME LEARNING INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $527,709, expenses of $344,931 and total assets of $1,953,432 at year end.

Other nonprofits in SARASOTA

All nonprofits in SARASOTA · Florida