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Osher Lifelong Learning - U of Arizona
Tucson, AZ · EIN 331096431 · Form 990 · FY2021 · NTEE B60 · Education · Small ($100K-$1M) · www.olli.arizona.edu
revenue
$483K
expenses
$386K
net assets
$924K
employees
0
volunteers
250
program ratio
100%
mission · from form 990

The lives of our members , who are 50 years of age or older, have been enhanced by their participation in OLLI-UA's activities that further its mission to provide opportunities for learning, teaching,research, service and socializing.

profile · synthesized from sources

Osher Lifelong Learning Institute at the University of Arizona provides educational opportunities for older adults through a variety of classes, events, and memberships. The organization focuses on lifelong learning and community engagement, primarily serving the Tucson and Green Valley areas in Arizona.

named programs · 3 · from sources

what they call their work

Field Trips
Organizes educational field trips to enhance learning experiences outside the classroom.
OLLI-UA Classes
Offers a variety of classes covering topics such as arts, history, science, and wellness for older adults.
Special Interest Groups (SIGs)
Facilitates groups focused on specific interests to foster community and engagement among members.
activities · 9 groups

what they do

  • Reciprocal Membership Access Programs 9 activities
    • Offering membership programs
      Provides various membership options, including annual, semester-based, "ALL-OLLI / Central Tucson," and "Green Valley / Online" memberships, which grant unlimited access to classes and social events. Financial aid and fee waivers are available for those facing financial barriers.
    • Offering membership programs
      Provides various membership options, including annual and semester-based, which grant unlimited access to classes and social events. Specific membership types include "ALL-OLLI / Central Tucson Membership" and "Green Valley / Online Membership."
    • Provides membership access with tiered benefits
      Offers annual and semester-based memberships including an "ALL-OLLI / Central Tucson Membership" and a "Green Valley / Online Membership," providing unlimited access to classes and events based on location and format, with options for financial aid and fee waivers for those facing financial barriers.
    • Provides membership benefits beyond classes
      Offers members the opportunity to apply for a University of Arizona CatCard, granting access to library resources, student discounts, and software.
    • Provides multiple membership options with inclusive access
      Offers annual and semester-based memberships, including "ALL-OLLI / Central Tucson" and "Green Valley / Online" options, providing unlimited access to classes and social events; also offers financial aid and limited fee waivers for those facing financial barriers.
    • Provides multiple membership options with inclusive access
      Offers annual and semester-based memberships, including an "ALL-OLLI / Central Tucson Membership" and a "Green Valley / Online Membership," both providing unlimited access to classes and social events. Membership also enables access to University of Arizona CatCard benefits such as library access and student discounts.
    • Provides university-affiliated benefits to members
      Offers members the opportunity to apply for a University of Arizona CatCard, granting access to library resources, student discounts, and university software.
    • Providing University of Arizona CatCard access
      Offers members the opportunity to apply for a University of Arizona CatCard, which provides benefits such as library access, student discounts, and software access.
    • Providing University of Arizona affiliation benefits
      Offers members the opportunity to apply for a University of Arizona CatCard, which provides benefits such as library access, student discounts, and software access.
  • Volunteer-Run Educational Programming 6 activities
    • Engages members in volunteer and leadership roles
      Relies on member volunteers and offers volunteer opportunities, including roles as Study Group Leaders and Tech Hosts, for which training materials and videos are provided to support capacity building.
    • Facilitates volunteer participation and leadership development
      Operates as a volunteer-run organization with member participation, offering volunteer opportunities and providing videos and materials to support Study Group Leaders and Tech Hosts, reflecting a capacity-building approach to member engagement.
    • Facilitating volunteer engagement
      Operates as a volunteer-run organization, relying on member participation and providing various volunteer opportunities.
    • Facilitating volunteer engagement
      Operates as a volunteer-run organization, relying on member participation and providing various volunteer opportunities.
    • Offers volunteer and leadership development opportunities
      Relies on member volunteers and provides training materials and resources for Study Group Leaders and Tech Hosts to support program delivery and peer leadership.
    • Providing resources for study group leaders and tech hosts
      Offers videos and materials specifically designed for Study Group Leaders and Tech Hosts to support their roles within the organization's programs.
  • Lifelong Learning Classes for Older Adults 5 activities
    • Delivers lifelong learning programs for adults aged 50+
      Offers hundreds of annual classes in subjects such as history, science, literature, and the arts, available in-person at Central Tucson and Green Valley campuses, online via Zoom, and through field trips and travel programs.
    • Delivers lifelong learning programs for adults aged 50+
      Offers hundreds of annual classes in subjects such as history, science, literature, and the arts, available both in-person at Central Tucson and Green Valley campuses and online via Zoom. Programs include semester-based and annual sessions, with offerings spanning fall, spring, summer, and monsoon terms.
    • Delivers lifelong learning programs for adults aged 50+
      Offers hundreds of annual classes in subjects such as history, science, literature, and the arts, available to members through in-person sessions at Central Tucson and Green Valley campuses, online via Zoom, and during seasonal sessions including summer, monsoon, fall, and spring terms.
    • Providing lifelong learning classes and events
      Offers hundreds of annual classes covering subjects like history, science, literature, and arts for adults aged 50 and older. These include in-person classes at Central Tucson and Green Valley campuses, online classes via Zoom, field trips, dining events, and special interest groups.
    • Providing lifelong learning classes and events
      Offers hundreds of annual classes covering subjects like history, science, literature, and arts for adults aged 50 and older. These include in-person classes at Central Tucson and Green Valley campuses, online classes via Zoom, field trips, dining events, and special interest groups.
  • Member-Focused Newsletter Publishing 3 activities
    • Engages prospective members through outreach and communication
      Maintains an email list to inform prospective members about program opportunities and offerings.
    • Manages member outreach and enrollment communications
      Maintains an email list for prospective members to inform them about program opportunities and membership options.
    • Recruits and informs prospective members through outreach
      Maintains an email list to inform prospective members about program opportunities and engage new participants in OLLI activities.
  • Senior Social & Recreational Activities 2 activities
    • Organizes social and enrichment activities
      Provides field trips, dining out events, travel programs, special events, and Special Interest Groups (SIGs) as part of member engagement, offered both in-person and virtually across multiple locations and seasonal sessions.
    • Organizes social and experiential learning events
      Provides field trips, dining out events, travel programs, and special interest groups (SIGs) as part of its member offerings, available to members across both Central Tucson and Green Valley locations.
  • Member-Focused Social Events 1 activity
    • Facilitates social and special interest engagement
      Organizes dining events, field trips, special events, and Special Interest Groups (SIGs) to support member interaction and community building.
  • Partial Membership and Program Fee Assistance 1 activity
    • Providing financial aid for membership
      Offers financial aid and a limited number of membership fee waivers to individuals facing financial barriers to participation in their programs.
  • Needs-Based Educational Financial Aid 1 activity
    • Supports equitable access through financial aid and fee waivers
      Offers financial aid and a limited number of membership fee waivers for individuals facing financial barriers, ensuring inclusive participation in OLLI programs.
  • Uncategorized 5 activities
    • Facilitates online learning through Zoom infrastructure and training
      Uses Zoom for all online classes and provides a dedicated Zoom Training and Resources Page, including ZOOM resources and materials. Follows University of Arizona IT safety protocols to ensure secure online learning environments.
    • Providing technical support and resources for online learning
      Offers ZOOM resources, including a dedicated Training and Resources Page, and uses Zoom for all online offerings, following the University of Arizona's IT safety protocols.
    • Supporting online learning infrastructure
      Utilizes Zoom for all online offerings, provides Zoom resources, and offers a dedicated Zoom Training and Resources Page for participants and instructors. The organization also follows the University of Arizona's IT safety protocols for online classes.
    • Supports online learning through Zoom infrastructure and training
      Uses Zoom for all online classes, provides a Zoom Training and Resources Page, and follows University of Arizona IT safety protocols to ensure secure and accessible virtual programming.
    • Supports online learning through Zoom infrastructure and training
      Uses Zoom for all online classes and offerings, provides a Zoom Training and Resources Page, ZOOM resources, and follows University of Arizona IT safety protocols to support secure and accessible virtual participation.
financials · form 990 · fy2021
revenue
Total revenue$483K
Contributions & grants$106K22%
Program service revenue$372K77%
Investment income$5K1%
Other revenue$0
expenses
Total expenses$386K
Program expenses100%
Admin / overhead0%
Fundraising0%
Salaries & benefits$0
Grants paid out$0
Largest expense lineFacilities
balance sheet
Total assets$924K
Cash$376K
Investments$435K
Liabilities$0
Net assets$924K
Liquid reserves25.2 mo
3 years on record · 2019–2021 · YoY revenue +3.2%
leadership · form 990 part vii · fy2021

who runs it

board members · 11
  • BOB SALTER — Director
  • DAVID KIKEL — Secretary
  • GERALD GEISE — Director
  • JUDITH ROCKEY — Director
  • MALLORY RIEGGER — Treasurer
  • MARY ELLEN KLAWITER — Director
  • MYRNA FELDMAN — Director
  • NONA CUSICK — President
  • ROB GETLAN — Director
  • STEVE MYRICK — Director
  • SUSAN WILLIAMS — Vice President
relationships · 19

who they work with

  • Configio Partner — OLLI-UA is powered by Configio.
  • Configio Partner — Powered by Configio, a Momentive Software owned company.
  • Configio Partner — The organization's class announcements are powered by Configio.
  • Configio Partner — Website is powered by Configio, a Momentive Software owned company.
  • Configio Partner — Website is powered by Configio.
  • Configio Partner — Website powered by Configio.
  • FC Tucson Partner — Local partner providing annual sponsorship support
  • Long Realty Cares Partner — Local partner providing annual sponsorship support
  • Momentive Software Partner — Configio, which powers OLLI-UA's platform, is a Momentive Software owned company.
  • Momentive Software Partner — Configio, which powers OLLI-UA, is owned by Momentive Software.
  • Momentive Software Partner — Configio, which powers the organization's class announcements, is a Momentive Software owned company.
  • Momentive Software Partner — Configio, which powers the website, is owned by Momentive Software.
  • Oracle Partner — Local partner providing annual sponsorship support
  • Osher Lifelong Learning Institute Partner — Part of the national Osher Lifelong Learning Institute network.
  • RMH Partner — Local partner providing annual sponsorship support
  • University of Arizona Partner — 501(c)(3) non-profit affiliate partner of the University of Arizona
  • University of Arizona Partner — Follows the University of Arizona's IT lead in protecting online classes.
  • University of Arizona Partner — Members can apply for a University of Arizona CatCard, providing access to university resources.
  • Westside Regional Center (WRC) Partner — Local partner providing annual sponsorship support