LIFELONG LEARNING RESEARCH INST

EIN: 470858865 501(c)(3)

TUCSON, AZ

Total Revenue
$772,767
Total Expenses
$792,325
Total Assets
$220,864
Net Assets
$154,066
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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
AZ
Principal Officer
MARY LOU KLEM
Tax Period
2018-07-01 to 2019-06-30

LIFELONG LEARNING RESEARCH INST, founded in 2002, is a small nonprofit that reported $773K in total revenue in fiscal year 2018. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

EDUCATIONAL SERVICES

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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%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $772,767
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $772,767

Expense Breakdown

Grants Paid $0
Salaries & Benefits $207,848
Fundraising Expenses $0
Program Expenses $671,585
Other Expenses $584,477
TOTAL EXPENSES $792,325

Year-over-Year Comparison

2018 2017 Change
Revenue $772,767 $639,206 +0.2%
Expenses $792,325 $715,528 +0.1%
Net Income $-19,558 $-76,322 -0.7%
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

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Governance

Voting Members
2
Independent Members
2
Employees
10
Volunteers
N/A

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
2
$32,482
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARY LOU KLEM PRESIDENT 40.00
Officer
$32,482 $0 $32,482
ROBERT KLEM TREASURER 20.00
Officer
$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
2019 $772,767 $792,325 $220,864 $-19,558
2018 $639,206 $715,528 $221,680 $-76,322
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