OSHER LIFELONG LEARNING INSTITUTE AT AMERICAN UNIVERSITY

EIN: 521636891 501(c)(3)

WASHINGTON, DC

Total Revenue
$1,088,250
Total Expenses
$1,014,107
Total Assets
$2,065,444
Net Assets
$2,059,524
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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
1982
Legal Domicile
DC
Principal Officer
CHARLES LONG
Phone
2028954860
Tax Period
2024-07-01 to 2025-06-30

OSHER LIFELONG LEARNING INSTITUTE AT AMERICAN UNIVERSITY, founded in 1982, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 7% surplus.

Mission

TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR RETIRED AND SEMI-RETIRED MEN AND WOMEN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $235,790
Program Service Revenue $748,485
Investment Income $99,266
Other Revenue $4,709
TOTAL REVENUE $1,088,250

Expense Breakdown

Grants Paid $0
Salaries & Benefits $655,678
Fundraising Expenses $103,253
Program Expenses $724,210
Other Expenses $358,429
TOTAL EXPENSES $1,014,107

Year-over-Year Comparison

2024 2023 Change
Revenue $1,088,250 $877,430 +0.2%
Expenses $1,014,107 $979,866 +0.0%
Net Income $74,143 $-102,436 -1.7%
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
12
Independent Members
12
Employees
6
Volunteers
370

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
5
$167,626
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID FLAXMAN CHAIR, DIRECTOR 0.00
Officer Director
$0 $0 $0
LESLEY RUBINGER VICE-CHAIR, DIRECTOR 0.00
Officer Director
$0 $0 $0
DAVE HENSLER TREASURER, DIRECTOR 0.00
Officer Director
$0 $0 $0
DIANA JAMIESON SECRETARY, DIRECTOR 0.00
Officer Director
$0 $0 $0
JOHN ALDOCK DIRECTOR 0.00
Director
$0 $0 $0
ELLEN BABBY DIRECTOR 0.00
Director
$0 $0 $0
JOHN BARGERON DIRECTOR 0.00
Director
$0 $0 $0
STU FRISCH DIRECTOR 0.00
Director
$0 $0 $0
PENNY HANSEN DIRECTOR 0.00
Director
$0 $0 $0
LISA HARPER DIRECTOR 0.00
Director
$0 $0 $0
MARK NADEL DIRECTOR 0.00
Director
$0 $0 $0
JEFF PORTER DIRECTOR 0.00
Director
$0 $0 $0
CHARLES LONG EXECUTIVE DIRECTOR 40.00
Officer
$144,200 $23,426 $167,626
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 $1,088,250 $1,014,107 $2,065,444 $74,143
2024 $877,430 $979,866 $1,889,187 $-102,436
2023 $836,039 $919,586 $1,727,498 $-83,547
2022 $871,744 $817,248 $1,642,434 $54,496
2021 $892,262 $666,898 $1,839,453 $225,364
2020 $868,432 $815,414 $1,263,066 $53,018
2019 $838,732 $804,977 $1,210,045 $33,755
2018 $836,497 $840,860 $1,164,760 $-4,363
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