Oak Ridge Institute for Continued Learning

Nonprofit profile at a glance

EIN
621743645
IRS 990-EZ coverage
2010–2024
Forms available
Form 990 2013, Form 990-EZ 2024
Location
Oak Ridge, TN, USA
Phone
8654818222
Rating
87
Verdict
STRONG
Rating confidence
Moderate
Sector
Adult, Continuing Education

Reported finances

Revenue
$88,943
Expenses
$90,560
Assets
$233,687
Liabilities
$0

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

Leadership & pay

14 people listed

Executive titles in this filing

  • PAT BRYAN (BOARD PRESIDENT)
  • JIM PALMER (BOARD VICE PRESIDENT)

People named in this filing

  • PAT BRYAN (BOARD PRESIDENT)
  • JIM PALMER (BOARD VICE PRESIDENT)
  • LOIS MCKEEVER (BOARD TREASURER)

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

Classroom courses lectures discussions trips

What it reported doing in 2024

To provide classroom courses, lectures, discussions and educational trips and social interaction. Number of people who sign up vary from 250 to 300 with 3 terms.

Operating model

Revenue model
Membership-supported. 77% of the money available for current operations came from membership dues.
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: 97
  • Transparency & Controls: 82
  • Sustainability: 48
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 97.6%; rating input score 98
  • Program expense ratio: 95.8%; rating input score 96

Transparency & Controls

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

Sustainability

  • Operating margin: -1.8%; rating input score 41; 41st percentile among comparable filings
  • Total-asset coverage ratio: 2.58; rating input score 71; 71st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 62.5%; rating input score 2; 2nd percentile among comparable filings

Growth

  • Program expense growth: 7.7% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: -4% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: 4.4% per year; rating input score 100; 56th percentile among comparable filings

Details

  • Where the money goes: 97.6% of revenue deployed · 95.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $87K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2010 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.

  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 41/100.
  • High — Sustainability: Officer compensation ratio scored 2/100.