Institute for Continued Learning
Nonprofit profile at a glance
- EIN
- 870603124
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2016
- Location
- Saint George, UT, USA
- Phone
- 4356527670
- Rating
- 65
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Education N.E.C.
Reported finances
- Revenue
- $152,104
- Expenses
- $122,115
- Assets
- $123,965
- Liabilities
- $3,318
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- DR WARREN STUCKI (PRESIDENT)
- KIM BORGMEYER (PAST PRESIDENT)
- WENDY KING (VICE PRESIDENT)
People named in this filing
- DR WARREN STUCKI (PRESIDENT)
- JANE HANKISON (TREASURER)
- CARLA GURR (SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Promote healthy lives for retirees & srs
What it reported doing in 2024
During the 2024-2025 fiscal year, icl offered 188 classes to 923 members. Classes are taught by volunteers. Icl also sponsored 6 clubs for 295 members.
Operating model
- Revenue model
- Donor-supported. 96% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 49
- Transparency & Controls: 82
- Sustainability: 58
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 44.9%; rating input score 45
- Program expense ratio: 55.2%; rating input score 55
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 19.7%; rating input score 73; 73rd percentile among comparable filings
- Total-asset coverage ratio: 1.02; rating input score 60; 60th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 27.8%; rating input score 12; 12th percentile among comparable filings
Growth
- Program expense growth: 30.8% per year; rating input score 100; 84th percentile among comparable filings
- Revenue growth: 17.1% per year; rating input score 100; 80th percentile among comparable filings
- Asset growth: 11.7% per year; rating input score 100; 66th percentile among comparable filings
Details
- Where the money goes: 44.9% of revenue deployed · 55.2% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $67K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 4 filing years from 2021 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Mission deployment rate scored 45/100.
- Review — Financial Efficiency: Program expense ratio scored 55/100.
- High — Sustainability: Officer compensation ratio scored 12/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.