Lifelong Learnersan Independent Collaborative Inc
Nonprofit profile at a glance
- EIN
- 465658317
- IRS 990-EZ coverage
- 2014–2025
- Forms available
- Form 990-EZ 2025
- Location
- Wayland, MA, USA
- Phone
- 7812751886
- Rating
- 86
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Adult, Continuing Education
Reported finances
- Revenue
- $67,817
- Expenses
- $74,946
- Assets
- $98,813
- Liabilities
- $9,700
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- SHELLY LEVINE (PRESIDENT)
- DONALD BERMONT (VICE PRESIDENT)
- WILLIAM MINISCALCO (VICE PRESIDENT)
- ALEX CONN (VICE PRESIDENT)
People named in this filing
- BARBARA MENDE (CLERK)
- JOEL SHWIMER (TREASURER)
- SHELLY LEVINE (PRESIDENT)
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Learning opportunities for seniors
What it reported doing in 2025
Promote & provide classroom lifelong learning opportunties for seniors. These opportunities are designed to socially engage individuals in stimulating, fun and rewarding activities
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
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Revenue has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 96
- Transparency & Controls: 82
- Sustainability: 38
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 99.4%; rating input score 99
- Program expense ratio: 89.9%; rating input score 90
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -10.5%; rating input score 28; 28th percentile among comparable filings
- Total-asset coverage ratio: 1.32; rating input score 55; 55th percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 15; 15th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 6.8% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: -1.6% per year; rating input score 0; 44th percentile among comparable filings
- Asset growth: 7.9% per year; rating input score 100; 65th percentile among comparable filings
Details
- Where the money goes: 99.4% of revenue deployed · 89.9% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $67K in reported program spending
- Leadership: top reported pay $0 · 14 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 12 filing years from 2014 to 2025
- 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: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 28/100.
- Review — Sustainability: Total-asset coverage ratio scored 55/100.
- High — Sustainability: Liabilities to assets ratio scored 15/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.