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Osher Lifelong Learning Institute At Carnegie Mellon University

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 / Educational Services and Schools - Other (NTEE)

Donations to this organization are tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$431k (2023)

Expenses
$400k (2023)

Total Assets
$1.27M (2023)

Total Liabilities
$21.2k (2023)

Source: Form 990 tax filings from 2011 to 2023

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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$431,004
Expenses
$399,837
Net Income
$31,167
Net Assets
$1,246,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $9,681
2.2%
Program Services $401,292
93.1%
Investment Income $20,031
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $218,435
54.6%
Assets/Debt
Total Assets $1,267,230
Total Liabilities $21,153
Net Assets $1,246,077
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Neelan Dwivedi (Director) $0 $0 $0
Stephine Fall (Director) $0 $0 $0
Ann Isaac (Director) $0 $0 $0
Sibby Mccrady (Director) $0 $0 $0
Susan Morris (Director) $0 $0 $0
John Olmstead (Director) $0 $0 $0
Sankar Seetharama (Vice Preside) $0 $0 $0
Jeffrey Swoger (Director) $0 $0 $0
Marcia Taylor (President) $0 $0 $0
Randy Weinberg (Secretary) $0 $0 $0
Mark Winer (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$492,213
Expenses
$448,066
Net Income
$44,147
Net Assets
$1,167,831
Notable Sources of Revenue Percent of Total Revenue
Contributions $59,170
12.0%
Program Services $411,445
83.6%
Investment Income $21,598
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $225,509
50.3%
Assets/Debt
Total Assets $1,188,524
Total Liabilities $20,693
Net Assets $1,167,831
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Stephine Fall (Director) $0 $0 $0
Jan Hawkins (President) $0 $0 $0
Bob Heilbronner (Director) $0 $0 $0
Ann Isaac (Director) $0 $0 $0
Sibby Mccrady (Director) $0 $0 $0
Susan Morris (Director) $0 $0 $0
Sankar Seetharama (Secretary) $0 $0 $0
Marcia Taylor (Vice Preside) $0 $0 $0
Randy Weinberg (Director) $0 $0 $0
Mark Winer (Treasurer) $0 $0 $0
Stanley Winikoff (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$514,100
Expenses
$406,322
Net Income
$107,778
Net Assets
$1,290,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,115
12.5%
Program Services $432,793
84.2%
Investment Income $17,192
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $227,998
56.1%
Assets/Debt
Total Assets $1,373,882
Total Liabilities $83,680
Net Assets $1,290,202
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ann Augustine (Secretary) $0 $0 $0
Rosalie Barsotti (Director) $0 $0 $0
Jan Hawkins (Vice Preside) $0 $0 $0
Alan Hribar (President) $0 $0 $0
Ann Isaac (Director) $0 $0 $0
Jim Reitz (Director) $0 $0 $0
Sankar Seetharama (Director) $0 $0 $0
Raja Sooriamurthi (Director) $0 $0 $0
Jeffrey Swoger (Director) $0 $0 $0
Marcia Taylor (Former Treas) $0 $0 $0
Randy Weinberg (Director) $0 $0 $0
Richard Wellins (Director) $0 $0 $0
Mark Winer (Treasurer) $0 $0 $0
Stanley Winikoff (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$539,342
Expenses
$482,168
Net Income
$57,174
Net Assets
$1,096,363
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,649
2.2%
Program Services $461,646
85.6%
Investment Income $66,047
12.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $217,468
45.1%
Assets/Debt
Total Assets $1,168,487
Total Liabilities $72,124
Net Assets $1,096,363
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Augustine Ann (Director) $0 $0 $0
Rosalie Barsotti (Director) $0 $0 $0
Gary Bates (Director) $0 $0 $0
Jan Hawkins (Secretary) $0 $0 $0
Jeffrey Holst (Director) $0 $0 $0
Alan Hribar (Vice Preside) $0 $0 $0
Ann Isaac (Director) $0 $0 $0
John Olmsted (Director) $0 $0 $0
Jim Reitz (President) $0 $0 $0
Raja Sooriamurthi (Director) $0 $0 $0
Jeffrey Swoger (Director) $0 $0 $0
Marcia Taylor (Treasurer) $0 $0 $0
Randy Weinberg (Director) $0 $0 $0
Mark Winer (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$554,779
Expenses
$464,152
Net Income
$90,627
Net Assets
$1,088,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,886
3.2%
Program Services $509,851
91.9%
Investment Income $27,042
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $211,697
45.6%
Assets/Debt
Total Assets $1,114,978
Total Liabilities $26,381
Net Assets $1,088,597
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Gary Bates (Director) $0 $0 $0
Anna Estop (Director) $0 $0 $0
Alan James (Director) $0 $0 $0
Rosalie Barsotti (Director) $0 $0 $0
Jane Cordisco (Director) $0 $0 $0
Jeffrey Holst (Director) $0 $0 $0
Alan Hribar (Vice Preside) $0 $0 $0
Jim Reitz (President) $0 $0 $0
Pat Schroder (Director) $0 $0 $0
Raja Sooriamurthi (Director) $0 $0 $0
Jeffrey Swoger (Director) $0 $0 $0
Lee Fogarty (Secretary) $0 $0 $0
Roz Goorin (Treasurer) $0 $0 $0
Circe Curley (Director) $0 $0 $0
Jan Hawkins (Director) $0 $0 $0
Mona Strassburger (Director) $0 $0 $0
Marcia Taylor (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$457,310
Expenses
$406,436
Net Income
$50,874
Net Assets
$983,529
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,220
4.0%
Program Services $421,357
92.1%
Investment Income $17,733
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $194,590
47.9%
Assets/Debt
Total Assets $1,016,604
Total Liabilities $33,075
Net Assets $983,529
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Gary Bates (Director) $0 $0 $0
Anna Estop (Director) $0 $0 $0
Alan James (Vice Preside) $0 $0 $0
Rosalie Barsotti (Secretary) $0 $0 $0
Linda Bishoff (Director) $0 $0 $0
Jane Cordisco (Director) $0 $0 $0
Jeffrey Holst (Director) $0 $0 $0
Alan Hribar (Director) $0 $0 $0
Jim Reitz (Director) $0 $0 $0
Pat Schroder (Director) $0 $0 $0
Raja Sooriamurthi (Director) $0 $0 $0
Jeffery Swoger (Director) $0 $0 $0
Lee Fogarty (Director) $0 $0 $0
Roz Goorin (Director) $0 $0 $0
Francine Abraham (Director) $0 $0 $0
John Olmstead (President) $0 $0 $0
Greg Wright (Treasurer) $0 $0 $0
Joann Bernard (Director) $0 $0 $0
James Schleifer (Director) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$301,726
Expenses
$228,825
Net Income
$72,901
Net Assets
$914,466
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,176
5.0%
Program Services $279,393
92.6%
Investment Income $7,157
2.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $86,786
37.9%
Assets/Debt
Total Assets $954,354
Total Liabilities $39,888
Net Assets $914,466

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$427,926
Expenses
$419,045
Net Income
$8,881
Net Assets
$813,389
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,368
4.3%
Program Services $400,112
93.5%
Investment Income $9,446
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $161,077
38.4%
Assets/Debt
Total Assets $1,026,708
Total Liabilities $213,319
Net Assets $813,389
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Gary Bates (Director) $0 $0 $0
Anna Estop (Director) $0 $0 $0
Alan James (Vice Preside) $0 $0 $0
Carl Hohnbaum (Director) $0 $0 $0
Byron Gottfried (Director) $0 $0 $0
John Olmsted (President) $0 $0 $0
Rosalie Barsotti (Secretary) $0 $0 $0
Joan Benard (Director) $0 $0 $0
Linda Bishoff (Director) $0 $0 $0
Jane Cordisco (Director) $0 $0 $0
Jeffrey Holst (Director) $0 $0 $0
Alan Hribar (Director) $0 $0 $0
Jim Reitz (Director) $0 $0 $0
Pat Schroder (Director) $0 $0 $0
James Schleifer (Director) $0 $0 $0
Raja Sooriamurthi (Director) $0 $0 $0
Jeffery Swoger (Director) $0 $0 $0
Greg Wright (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$435,785
Expenses
$340,972
Net Income
$94,813
Net Assets
$768,091
Notable Sources of Revenue Percent of Total Revenue
Contributions $138,732
31.8%
Program Services $285,296
65.5%
Investment Income $11,757
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $131,783
38.6%
Assets/Debt
Total Assets $964,162
Total Liabilities $196,071
Net Assets $768,091
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Gary Bates (Director) $0 $0 $0
Anna Estop (Director) $0 $0 $0
Alan James (Vice Preside) $0 $0 $0
Carl Hohnbaum (Director) $0 $0 $0
Byron Gottfried (Director) $0 $0 $0
John Olmsted (President) $0 $0 $0
Joseph Scorpion (Director) $0 $0 $0
Rosalie Barsotti (Secretary) $0 $0 $0
Joan Benard (Director) $0 $0 $0
Linda Bishoff (Director) $0 $0 $0
Robert Brown (Director) $0 $0 $0
Jane Cordisco (Director) $0 $0 $0
Alan Holst (Director) $0 $0 $0
Alan Hribar (Director) $0 $0 $0
Jim Reitz (Director) $0 $0 $0
Pat Schroder (Director) $0 $0 $0
James Schleifer (Director) $0 $0 $0
Raja Sooriamurthi (Director) $0 $0 $0
Jeffery Swoger (Director) $0 $0 $0
Greg Wright (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$489,537
Expenses
$335,421
Net Income
$154,116
Net Assets
$702,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $197,059
40.3%
Program Services $279,635
57.1%
Investment Income $12,995
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$152
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $137,701
41.1%
Assets/Debt
Total Assets $893,188
Total Liabilities $190,885
Net Assets $702,303
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ruth Reidbord (Director) $0 $0 $0
Paul Caswell (Director) $0 $0 $0
Gary Bates (Director) $0 $0 $0
Michael Driver (Director) $0 $0 $0
Rohda Eligator (Director) $0 $0 $0
Joseph B Shirk (President) $0 $0 $0
Anna Estop (Director) $0 $0 $0
Janet Davis (Director) $0 $0 $0
Leslie Evans (Director) $0 $0 $0
Marlene Haus (Director) $0 $0 $0
Alan James (Director) $0 $0 $0
Carl Hohnbaum (Treasurer) $0 $0 $0
Jayne Keffer (Vice Preside) $0 $0 $0
Enrol Miller (Director) $0 $0 $0
Fritz Okie (Director) $0 $0 $0
Byron Gottfried (Director) $0 $0 $0
Jeanne Hanchet (Director) $0 $0 $0
Brian Weller (Director) $0 $0 $0
John Olmsted (Director) $0 $0 $0
Gloriana Stclair (Secretary) $0 $0 $0
Joseph Scorpion (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$435,411
Expenses
$377,746
Net Income
$57,665
Net Assets
$548,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $164,934
37.9%
Program Services $253,458
58.2%
Investment Income $17,019
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $144,504
38.3%
Assets/Debt
Total Assets $726,121
Total Liabilities $177,934
Net Assets $548,187
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Ruth Reidbord (Director) $0 $0 $0
Paul Caswell (Director) $0 $0 $0
Gary Bates (Director) $0 $0 $0
Michael Driver (Director) $0 $0 $0
Rohda Eligator (Director) $0 $0 $0
Joseph B Shirk (President) $0 $0 $0
Anna Estop (Director) $0 $0 $0
Janet Davis () $0 $0 $0
Leslie Evans (Director) $0 $0 $0
Marlene Haus (Director) $0 $0 $0
Alan James (Director) $0 $0 $0
Carl Hohnbaum (Treasurer) $0 $0 $0
Jayne Keffer (Vice Preside) $0 $0 $0
Reeol Miller (Director) $0 $0 $0
Fritz Okie (Director) $0 $0 $0
Byron Gottfried (Director) $0 $0 $0
Jeanne Hanchet (Director) $0 $0 $0
Brian Weller (Director) $0 $0 $0
John Olmsted (Director) $0 $0 $0
Gloriana Stclair (Secretary) $0 $0 $0
Joseph Scorpion (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,945
Expenses
$327,899
Net Income
-$80,954
Net Assets
$475,643
Notable Sources of Revenue Percent of Total Revenue
Contributions $665
0.3%
Program Services $231,669
93.8%
Investment Income $14,611
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $69,090
21.1%
Assets/Debt
Total Assets $613,837
Total Liabilities $138,194
Net Assets $475,643

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$361,556
Expenses
$275,126
Net Income
$86,430
Net Assets
$533,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $143,787
39.8%
Program Services $213,772
59.1%
Investment Income $3,997
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $39,634
14.4%
Assets/Debt
Total Assets $645,876
Total Liabilities $112,033
Net Assets $533,843

Document Links

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending April
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

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.

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