OSHER LIFELONG LEARNING INSTITUTE at GEORGE MASON UNIVERSITY (EIN 541583254) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Phone

7035033384

Tax Period

2024-01-01 to 2024-12-31

OSHER LIFELONG LEARNING INSTITUTE at GEORGE MASON UNIVERSITY, founded in 1991, is a small nonprofit in the Social Science sector that reported $633K in total revenue in fiscal year 2018. Expenses of $608K left a modest 4% surplus.

Mission

TO PROVIDE INTELLECTUAL AND CULTURAL EXPERIENCES IN A WELCOMING ATMOSPHERE TO NORTHERN VIRGINIA RESIDENTS IN THEIR RETIREMENT YEARS. THESE INCLUDE COURSES, CLUBS, SPECIAL EVENTS AND SOCIAL ACTIVITIES.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $46,506

Program Service Revenue $433,065

Investment Income $113,484

Other Revenue $1,149

TOTAL REVENUE $594,204

Expense Breakdown

Grants Paid $23,350

Salaries & Benefits $375,166

Fundraising Expenses $8,984

Program Expenses $397,289

Other Expenses $190,598

TOTAL EXPENSES $589,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$594,204	$566,512	+0.0%
Expenses	$589,114	$556,604	+0.1%
Net Income	$5,090	$9,908	-0.5%

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

784

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

$102,324

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER DISANO	Executive Dir.	40.00	Officer	$102,324	$0	$102,324
TONI ACTON	Director	7.00	Director	$0	$0	$0
CAMILLE HODGES	Director	7.00	Director	$0	$0	$0
ROBERT HEYER	Secretary	7.00	Officer Director	$0	$0	$0
SURESH MOHLA	Director	7.00	Director	$0	$0	$0
LILLIAN BROOKS	Director	7.00	Director	$0	$0	$0
HARRY JOHNSON	Director	7.00	Director	$0	$0	$0
RICHARD CRAWFORD	Treasurer	7.00	Officer Director	$0	$0	$0
MARILYN HARRIMAN	Director	7.00	Director	$0	$0	$0
BONNIE NELSON	Director	7.00	Director	$0	$0	$0
ZACHARY TEICH	Director	7.00	Director	$0	$0	$0
MICHELE ROMANO	Director	7.00	Director	$0	$0	$0
EMILY ROUDEBUSH	Vice President	7.00	Officer Director	$0	$0	$0
CAROYN WYATT	Director	7.00	Director	$0	$0	$0
PETER ANSOFF	Director	7.00	Director	$0	$0	$0
DEBORAH ENGLESON	President	7.00	Officer 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
2024	$594,204	$589,114	$898,468	$5,090
2023	$566,512	$556,604	$930,629	$9,908
2022	$602,029	$580,056	$843,250	$21,973
2021	$580,291	$564,859	$832,168	$15,432
2020	$700,788	$580,604	$812,921	$120,184
2019	$643,528	$637,387	$693,762	$6,141
2018	$633,415	$608,229	$686,780	$25,186

OSHER LIFELONG LEARNING INSTITUTE at GEORGE MASON UNIVERSITY