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Lifetime Learners Institute Inc

  • Norwalk, CT
  • Tax-exempt since Jan. 1994
  • EIN: 06-1374528

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Adult, Continuing Education (B64Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$69.2k (2024)

Expenses
$81.7k (2024)

Total Assets
$61.6k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,179
Expenses
$81,682
Net Income
-$12,503
Net Assets
$61,587
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,255
10.5%
Program Services $40,520
58.6%
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,587
Total Liabilities $0
Net Assets $61,587
Compensation
Key Employees and Officers Compensation Other
Ann Thompson (Office Mamager) $25,175 $0
Ann Bello (Treasurer) $0 $0
Maria Baldi (Ncc Liaison) $0 $0
Jackie Barchilon (Director) $0 $0
Leon Breault (Director) $0 $0
Gary Bischoff (Director) $0 $0
Norman Davis (Director) $0 $0
Cherie Flavin (Director) $0 $0
Fay Ruotolo (President) $0 $0
Steven Phillips (1st Vice President) $0 $0
Patricia Spoor (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 1, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,068
Expenses
$72,979
Net Income
-$8,911
Net Assets
$74,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,505
8.6%
Program Services $38,349
59.9%
Investment Income $14
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $74,090
Total Liabilities $0
Net Assets $74,090
Compensation
Key Employees and Officers Compensation Other
Ann Thompson (Office Mamager) $26,972 $0
Ann Bello (Treasurer) $0 $0
Doug Fine (1st Vice President) $0 $0
Frank Izzo (2nd Vice President) $0 $0
Maria Baldi (Ncc Liaison) $0 $0
Frank Phillips (Co President & Secretary) $0 $0
Jackie Barchilon (Co President) $0 $0
Leon Breault (Director) $0 $0
Gary Bischoff (Director) $0 $0
Norman Davis (Director) $0 $0
Cherie Flavin (Director) $0 $0
Joel Peskay (Director) $0 $0
Miriam Shore (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 9, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,914
Expenses
$59,098
Net Income
$5,816
Net Assets
$83,001
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,290
11.2%
Program Services $41,310
63.6%
Investment Income $14
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,001
Total Liabilities $0
Net Assets $83,001
Compensation
Key Employees and Officers Compensation Other
Patricia Schlegel (Office Manager) $21,251 $0
Leon Breault (Director) $2 $4
Sheri London (Director) $2 $4
Ann Bello (Treasurer) $0 $0
Doug Fine (1st Vice President) $0 $0
Frank Izzo (Director) $0 $0
Jon De Benedictis (Ncc Liaison) $0 $0
Frank Phillips (Co President & Secretary) $0 $0
Gary Lishnoff (Director) $0 $0
Jackie Barchilon (Co President) $0 $0
Gary Bischoff (Director) $0 $0
Vicenta Guerin (Director) $0 $0
Rita Koenig (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 12, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,978
Expenses
$57,989
Net Income
$11,989
Net Assets
$77,185
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,857
5.5%
Program Services $45,850
65.5%
Investment Income $21
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $77,185
Total Liabilities $0
Net Assets $77,185
Compensation
Key Employees and Officers Compensation Other
Patricia Schlegel (Office Manager) $21,042 $0
Ann Bello (Treasurer) $0 $0
Doug Fine (President) $0 $0
Frank Izzo (Director) $0 $0
Barbara Cartsounis (Ncc Liaison) $0 $0
Frank Phillips (Secretary) $0 $0
Roman Laszuk (2nd Vice President) $0 $0
Gary Lishnoff (Director) $0 $0
Jacqueline Labatt Simon (Director) $0 $0
Vicki Phair (Director) $0 $0
Jackie Barchilon (1st Vice President) $0 $0
Leon Breault (Director) $0 $0
Stephen Matis (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 11, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,622
Expenses
$71,516
Net Income
$8,106
Net Assets
$65,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,039
11.4%
Program Services $35,200
44.2%
Investment Income $283
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,196
Total Liabilities $0
Net Assets $65,196
Compensation
Key Employees and Officers Compensation Other
Patricia Schlegel (Office Manager) $23,367 $0
Ann Bello (Treasurer) $0 $0
Doug Fine (2nd Vice President) $0 $0
Glen Osberg (President) $0 $0
Larry Fox (1st Vice President) $0 $0
Frank Izzo (Director) $0 $0
Barbara Cartsounis (Ncc Liaison) $0 $0
Victoria Phair (Secretary) $0 $0
Roman Laszuk (Director) $0 $0
Gary Lishnoff (Director) $0 $0
Jacqueline Labatt Simon (Director) $0 $0
Frank Phillips (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 6, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,741
Expenses
$104,908
Net Income
-$1,167
Net Assets
$57,090
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,874
4.7%
Program Services $60,695
58.5%
Investment Income $292
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,090
Total Liabilities $0
Net Assets $57,090
Compensation
Key Employees and Officers Compensation Other
Jacqueline Barchelion (Office Manager) $23,652 $0
Ann Bello (Treasurer) $0 $0
Leah Tillman (2nd Vice President) $0 $0
Leon Breault (President) $0 $0
Glen Osberg (1st Vice President) $0 $0
Larry Fox (Director) $0 $0
Barbara Cartsounis (Ncc Liaison) $0 $0
Victoria Phair (Secretary) $0 $0
Charlotte Cooper (Director) $0 $0
Roman Laszuk (Director) $0 $0
Gary Lishnoff (Director) $0 $0
Jacqueline Labatt Simon (Director) $0 $0
Diane Donohue Nichols (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 5, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$98,701
Expenses
$104,509
Net Income
-$5,808
Net Assets
$58,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,210
61.0%
Investment Income $291
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,257
Total Liabilities $0
Net Assets $58,257
Compensation
Key Employees and Officers Compensation Other
Jacqueline Barchelion (Office Manager) $23,144 $0
Ann Bello (Treasurer) $0 $0
Ralph Loomis (President) $0 $0
Sandi Sacks (Secretary) $0 $0
Charlotte Cooper (2nd Vice President) $0 $0
Richard Di Vecchio (Director) $0 $0
Leah Tillman (Director) $0 $0
Leon Breault (1st Vice President) $0 $0
Glen Osberg (Director) $0 $0
Larry Fox (Director) $0 $0
Erick Rambusch (Director) $0 $0
Leslie Loop (Director) $0 $0
Barbara Cartsounis (Ncc Liaison) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 9, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100,317
Expenses
$94,287
Net Income
$6,030
Net Assets
$64,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,370
59.2%
Investment Income $297
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $64,065
Total Liabilities $0
Net Assets $64,065
Compensation
Key Employees and Officers Compensation Other
Jacqueline Barchelion (Office Manager) $21,812 $0
Ann Bello (Treasurer) $0 $0
Ralph Loomis (President) $0 $0
Sandi Sacks (Secretary) $0 $0
Charlotte Cooper (2nd Vice President) $0 $0
Richard Di Vecchio (Director) $0 $0
Leah Tillman (Director) $0 $0
Leon Breault (1st Vice President) $0 $0
Glen Osberg (Director) $0 $0
Larry Fox (Director) $0 $0
Erick Rambusch (Director) $0 $0
Leslie Loop (Director) $0 $0
Barbara Cartsounis (Ncc Liaison) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 2, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$95,165
Expenses
$90,226
Net Income
$4,939
Net Assets
$58,035
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $55,980
58.8%
Investment Income $275
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $58,035
Total Liabilities $0
Net Assets $58,035
Compensation
Key Employees and Officers Compensation Other
Jacqueline Barchelion (Office Manager) $23,972 $0
Ann Bello (Treasurer) $0 $0
Roger Cohn (Director) $0 $0
Morgan Corrigan (2nd Vice President) $0 $0
Ralph Loomis (President) $0 $0
Jackie Labatt Simon (Director) $0 $0
Charles Lamb (Director) $0 $0
Sandi Sacks (Secretary) $0 $0
Charlotte Cooper (1st Vice President) $0 $0
Richard Di Vecchio (Director) $0 $0
Leah Tillman (Director) $0 $0
Leon Breault (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 3, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,315
Expenses
$93,025
Net Income
$1,290
Net Assets
$53,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,705
56.9%
Investment Income $360
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,096
Total Liabilities $0
Net Assets $53,096
Compensation
Key Employees and Officers Compensation Other
Jacqueline Barchelion (Office Manager) $22,375 $0
Ann Bello (Treasurer) $0 $0
Roger Cohn (Director) $0 $0
Mark Albertson (Director) $0 $0
Morgan Corrigan (2nd Vice President) $0 $0
Ralph Loomis (Director) $0 $0
Jackie Labatt Simon (Director) $0 $0
Charles Lamb (President) $0 $0
Lee Larchevesque (1st Vice President) $0 $0
Gary Lishnoff (Director) $0 $0
Celia Maddox (Director) $0 $0
Lynn Boyar (Ncc Liaison) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 6, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$91,472
Expenses
$97,413
Net Income
-$5,941
Net Assets
$51,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,500
57.4%
Investment Income $342
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,806
Total Liabilities $0
Net Assets $51,806
Compensation
Key Employees and Officers Compensation Other
Jacqueline Barchelion (Office Manager) $26,485 $0
Charles Lamb (President) $0 $0
Lee Larchevesque (1st Vice Presedent) $0 $0
Gary Lishnoff (Secretary) $0 $0
Lynn Boyar (Ncc Liaison) $0 $0
Ann Bello (Treasurer) $0 $0
Roger Cohn (Director) $0 $0
Mark Albertson (Director) $0 $0
Morgan Corrigan (2nd Vice President) $0 $0
Ralph Loomis (Director) $0 $0
Celia Maddox (Director) $0 $0
Jackie Labatt Simon (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Oct. 7, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,162
Expenses
$89,700
Net Income
-$10,538
Net Assets
$57,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,585
57.6%
Investment Income $457
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $57,747
Total Liabilities $0
Net Assets $57,747

Document Links

990-EZ
Filed on Dec. 4, 2013

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,961
Expenses
$76,156
Net Income
$4,805
Net Assets
$68,285
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,114
1.4%
Program Services $43,415
53.6%
Investment Income $657
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,285
Total Liabilities $0
Net Assets $68,285

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$67,582
Expenses
$61,907
Net Income
$5,675
Net Assets
$63,480
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,175
1.7%
Program Services $39,300
58.2%
Investment Income $527
0.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $63,480
Total Liabilities $0
Net Assets $63,480

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated