Learning in Retirement of Waukesha County Inc
Nonprofit profile at a glance
- EIN
- 831253862
- IRS 990-EZ coverage
- 2019–2024
- Forms available
- Form 990-EZ 2024
- Location
- Waukesha, WI, USA
- Phone
- 2624099815
- Rating
- 56
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Adult, Continuing Education
Reported finances
- Revenue
- $58,028
- Expenses
- $40,308
- Assets
- $25,596
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
9 people listed
Executive titles in this filing
- DAVID ARNOTT (PRESIDENT)
People named in this filing
- NANCY LANGLAS (SPECIAL EVEN)
- DAVID ARNOTT (PRESIDENT)
- PAMELA ERDMANN (MEMBERSHIP C)
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
Provide life-long learning for older adults.
What it reported doing in 2024
Special membership events including annual meeting and lunch for social interaction; special interest groups for social and intellectual stimulation.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- 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
MIXED - The filed numbers largely add up. 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: 42
- Transparency & Controls: 82
- Sustainability: 50
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 36%; rating input score 36
- Program expense ratio: 51.8%; rating input score 52
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 30.5%; rating input score 82; 82nd percentile among comparable filings
- Total-asset coverage ratio: 0.64; rating input score 35; 35th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 28.5%; rating input score 6; 6th percentile among comparable filings
Growth
- Program expense growth: -10.2% per year; rating input score 0; 27th percentile among comparable filings
- Revenue growth: -6.3% per year; rating input score 0; 31st percentile among comparable filings
- Asset growth: -14% per year; rating input score 0; 14th percentile among comparable filings
Details
- Where the money goes: 36% of revenue deployed · 51.8% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $21K in reported program spending
- Leadership: top reported pay $0 · 9 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 6 filing years from 2019 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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 36/100.
- Review — Financial Efficiency: Program expense ratio scored 52/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 35/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 6/100.