Learning In Retirement In The Desert Corporation

Nonprofit profile at a glance

EIN
020791028
IRS 990-EZ coverage
2016–2024
Forms available
Form 990-EZ 2024, Form 990-N 2017
Location
Palm Desert, CA, USA
Phone
2817858632
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Education N.E.C.

Official website

Reported finances

Revenue
$44,816
Expenses
$44,267
Assets
$170,274

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • Gerald Blatt (President)
  • Nancy Dowling (Vice President)

People named in this filing

  • Gerald Blatt (President)
  • Phil Kibort (Secretary)
  • Marc Rosen (Director)

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

Learning in Retirement offers classes for senior citizens in the Coachella Valley that are tailored to their unique needs by inspiring, educating, and entertaining. All of our board members, teachers, and staff are non-paid volunteers. Classes are presented in classrooms or via Zoom. We have three semesters that are six weeks in length and are offered from November to April.

What it reported doing in 2024

Since our start 20 years ago, with two classes, we have grown to more than twenty-six classes in our last spring session that were attended by nearly 200 students. By providing the important service of classes to seniors in our area, we make a major contribution to the greater Coachella Valley community. When the pandemic struck the classes were moved to online. Classes will move back to the classrooms or continue online post-Covid. Over the years, we have developed a mutually-beneficial relationship with the College of the Desert that will serve us well in the future.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Hybrid. The nonprofit split its reported program spending across 63% for direct work, and 37% for grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 82
  • Sustainability: 52
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 72%; rating input score 72
  • Program expense ratio: 72.9%; rating input score 73

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 1.2%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 3.85; rating input score 79; 79th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -0.9% per year; rating input score 0; 45th percentile among comparable filings
  • Revenue growth: -4.1% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: 10.3% per year; rating input score 100; 73rd percentile among comparable filings

Details

  • Where the money goes: 72% of revenue deployed · 72.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $32K 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: 7 filing years from 2016 to 2024
  • Contacts: How to reach this organization
  • 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.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 48/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.