LEARNING IN RETIREMENT INC (EIN 020553205) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Tax Period

2020-07-01 to 2021-06-30

LEARNING IN RETIREMENT INC, founded in 2002, is a small nonprofit in the Education sector that reported $212K in total revenue in fiscal year 2020. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $44K, a strong 21% operating margin.

Mission

TO PROVIDE LIFELONG LEARNING OPPORTUNITIES TO ADULTS AGE 50 AND OLDER AT THE OSHER LIFELONG LEARNING INSTITUTE AT THE UNIVERSITY OF GEORGIA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $73,209

Program Service Revenue $82,092

Investment Income $56,613

Other Revenue $196

TOTAL REVENUE $212,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,901

Fundraising Expenses $3,655

Program Expenses $101,327

Other Expenses $74,163

TOTAL EXPENSES $168,064

Year-over-Year Comparison

	2020	2019	Change
Revenue	$212,110	$304,805	-0.3%
Expenses	$168,064	$312,658	-0.5%
Net Income	$44,046	$-7,853	-6.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

400

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIMOTHY MEEHAN	EXECUTIVE DIRECTOR	40.00		$66,770	$0	$66,770
CHERIE SNYDER	President	40.00	Officer Director	$0	$0	$0
DAWN TORCIVIA	President Elect	15.00	Officer Director	$0	$0	$0
LINDA DIPIETRO	Secretary	3.50	Officer Director	$0	$0	$0
GREG MITSOFF	Treasurer	5.00	Officer Director	$0	$0	$0
VICTOR GAGLIANO	Director	2.50	Director	$0	$0	$0
BILL BARSTOW	Director	2.50	Director	$0	$0	$0
SUSAN DOUGHERTY	Director	2.50	Director	$0	$0	$0
LAURA CARTER	Director	2.50	Director	$0	$0	$0
PENNY OLDFATHER	Director	2.50	Director	$0	$0	$0
FREDA SCOTT GILES	Director	2.50	Director	$0	$0	$0
JIM ALBERTS	Director	2.50	Director	$0	$0	$0
SHERRY MALONE	Director	2.50	Director	$0	$0	$0
ROY MARTIN	BOARD LIAISON	2.00	Director	$0	$0	$0
BOB YORCZYK	Director	2.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2021	$212,110	$168,064	$217,962	$44,046
2020	$304,805	$312,658	$199,695	$-7,853
2019	$304,759	$286,206	$193,593	$18,553
2018	$395,113	$357,213	$180,804	$37,900

LEARNING IN RETIREMENT INC