Lifetime Learning Institute of Northern Virginia
Nonprofit profile at a glance
- EIN
- 541806668
- IRS 990-EZ coverage
- 2021–2024
- Forms available
- Form 990-EZ 2024
- Location
- Annandale, VA, USA
- Phone
- 7033233746
- Rating
- 51
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $59,420
- Expenses
- $59,494
- Assets
- $121,663
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
15 people listed
Executive titles in this filing
- Patti Volz (President)
- Patricia Brennan (Vice President)
- Derick Malis (Immediate Past President)
People named in this filing
- Patti Volz (President)
- Patricia Brennan (Vice President)
- Bill Tuceling (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
Provide educational and social experiences for seniors.
What it reported doing in 2024
Monthly forums consisting of presentations by esteemed speakers, with socializing before and after. There were nine monthly forums - six in person and three via Zoom. For the in-person forums, LLI provided collection and logistical support for attending members to make in-kind donations to area food banks and the NOVA Student Pantry.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
MIXED - The filed numbers largely add up and revenue 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: 11
- Transparency & Controls: 100
- Sustainability: 55
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 10.6%; rating input score 11
- Program expense ratio: 10.6%; rating input score 11
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -0.1%; rating input score 44; 44th percentile among comparable filings
- Total-asset coverage ratio: 2.04; rating input score 66; 66th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: -22.4% per year; rating input score 0; 16th percentile among comparable filings
- Revenue growth: 2.1% per year; rating input score 100; 61st percentile among comparable filings
- Asset growth: 0.1% per year; rating input score 100; 39th percentile among comparable filings
Details
- Where the money goes: 10.6% of revenue deployed · 10.6% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 5 filed program accomplishments · $6K in reported program spending
- Leadership: top reported pay $0 · 15 people listed
- Consistency: 8 of 9 current checks pass · 1 finding to review
- Schedules: 3 filed schedules
- Filing history: 4 filing years from 2021 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 — Financial Efficiency: Mission deployment rate scored 11/100.
- High — Financial Efficiency: Program expense ratio scored 11/100.
- Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 44/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.