2025-12-01T10:16:20-05:00 2025-06-30 541896113 ROBINSON FARMER COX ASSOCIATES 401 SOUTHLAKE BLVD RICHMOND VA 23236 990 2024-07-01 061756183 LIFELONG LEARNING INSTITUTE IN CHESTERFIELD COUNTY VIRGINIA INC LIFE 8043782527 PO BOX 1090 MIDLOTHIAN VA 23113 RACHEL RAMIREZ EXECUTIVE DIRECTOR 8043782527 2025-11-10 true AARON B HAWKINS P01458736 8043784200 2025-12-01 2024 2025-03-06 01:10:19Z RACHEL RAMIREZ 13801 WESTFIELD ROAD MIDLOTHIAN VA 23113 503904 false X WWW.LLICHESTERFIELD.ORG X 2005 PROVIDE A CURRICULUM OF INTELLECTUALLY STIMULATING LEARNING OPPORTUNITIES FOR PERSONS FIFTY (50) YEARS OF AGE OR OLDER. 15 15 0 556 0 141587 173769 253354 305286 9194 13396 8552 11453 412687 503904 0 0 0 0 0 396646 453304 396646 453304 16041 50600 2015519 1919183 149977 140137 1865542 1779046 PROVIDE A CURRICULUM OF INTELLECTUALLY STIMULATING LEARNING OPPORTUNITIES AND SPECIAL ACTIVITIES FOR PERSONS FIFTY (50) YEARS OF AGE OR OLDER. false false 370226 305286 PROVIDING ADULT EDUCATION CLASSES IN ARTS AND SCIENCES, COMPUTERS, BUSINESS, INVESTMENTS, AND MORE. 370226 true true false false false false false false false true true false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 5 0 false 0 false false false false false false false false X 15 15 false false false false false false false true true false false true true true true false true true false false X LIFELONG LEARNING INSTITUTE 8043782527 13801 WESTFIELD RD MIDLOTHIAN VA 23113 X JAMES E DAVIDSON JR CFP DIRECTOR 1.00 X 0 0 0 KEN CARLSON DIRECTOR 1.00 X 0 0 0 KIM CONLEY DIRECTOR 1.00 X 0 0 0 ANGIE DEMPSEY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER M MCCARTHY ESQ DIRECTOR 1.00 X 0 0 0 KIM IVEY DIRECTOR 1.00 X 0 0 0 REV PERNELL J JOHNSON DIRECTOR 1.00 X 0 0 0 LEWIS LEVI SECRETARY 1.00 X X 0 0 0 ANNEBEL LEWIS DIRECTOR 1.00 X 0 0 0 STEVE KUNNMANN MBA TREASURER 1.00 X X 0 0 0 BOB FERGUSON PHD DIRECTOR 1.00 X 0 0 0 JOHN LEMZA PHD PRESIDENT 1.00 X X 0 0 0 LILLIE STRATTON DIRECTOR 1.00 X 0 0 0 JUDY SWEET VICE-PRESIDE 1.00 X X 0 0 0 CATHERINE TOMPKINS DIRECTOR 1.00 X 0 0 0 false false false 16000 157769 173769 LLI MEMBERSHIPS 209694 209694 TRIPS FOR MEMBERS 44311 44311 FITNESS FEES 29447 29447 CLASSROOM MATERIALS/BOOKS 21834 21834 305286 13396 13396 OTHER 11453 11453 11453 503904 316739 13396 X 127882 89517 38365 25 25 3875 3875 135573 94760 40813 23608 23608 10103 10103 89317 89317 8680 8680 FITNESS PROGRAM 20790 20790 CLASSROOM MATERIALS 13527 13527 FURNITURE/EQUIPMENT 8324 8324 BANK CHARGES 6274 6274 5326 5326 453304 370226 83078 0 117279 149428 59350 20679 1615620 1468554 73502 54300 27882 19202 195388 261320 2015519 1919183 64881 73550 85096 66587 149977 140137 X 249922 310492 1615620 1468554 1865542 1779046 2015519 1919183 50600 9971 -147067 X true X true true false X 125870 120690 131848 141587 173769 693764 125870 120690 131848 141587 173769 693764 157031 536733 1403 5540 4969 9194 13397 34503 728267 804561 0.73700 0.87090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 195388 42565 23368 261320 172009 23379 195388 120491 40000 11518 172009 129228 -8737 120491 111305 17923 129228 1.00000 false false 64326 45124 19202 9176 9176 19202 X 851192 9971 337317 347288 503904 503904 937688 484384 484384 453304 453304 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ENDOWMENT FUND'S PRIMARY OBJECTIVE IS TO ENSURE CONTINUOUS OPERATION OF THE INSTITUTE EVEN WHEN NORMAL SOURCES OF FUNDING ARE INTERRUPTED OR CANCELED. UNDER EMERGENCY CONDITIONS, THE BOARD OF DIRECTORS COULD AUTHORIZE THE USE OF THE ENDOWMENT FUND TO AVOID A FINANCIAL COLLAPSE OF THE INSTITUTE. A SECOND OBJECTIVE OF THE ENDOWMENT FUND IS TO GENERATE INCOME THAT WOULD BE USED TO (1) INCREASE THE EMERGENCY PORTION OF THE ENDOWMENT FUND AS NECESSARY AND (2) PROVIDE REVIEW FOR NECESSARY, BUT UNFUNDED, REQUIREMENTS FOR THE INSTITUTE. THIS COULD TAKE THE FORM OF SCHOLARSHIP AWARDS, STAFFING REQUIREMENTS, EQUIPMENT PURCHASES OR OTHER CRITICAL NEEDS AS APPROVED BY THE BOARD OF DIRECTORS. SCHEDULE D, PAGE 3, PART X THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECOREED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE INSTITUTE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERTIS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE INSTITUTE AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE INSTITUTE HAS RECOGNIZED NO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2025. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS ARE PROVIDED A DRAFT COPY OF THE INFORMATION RETURN TO REVIEW BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL MEETING WHEN NEW BOARD MEMBERS ARE VOTED IN AND REQUIRED TO SIGN THE FORM. FORM 990, PAGE 6, PART VI, LINE 15A THE SALARY OF THE EXECUTIVE DIRECTOR IS DISCUSSED BY THE GOVERNING BODY, THE BOARD OF DIRECTORS, AND REVIEWED BY THE VCU VIRGINIA CENTER ON AGING DEPARTMENT OF HR, WHO ADMINISTERS THE SALARY AND BENEFITS. THE EXECUTIVE DIRECTOR'S SALARY MUST FALL IN LINE WITH THE SALARIES OF PERSONNEL IN SIMILAR ROLES WITHIN THE UNIVERSITY. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OFFICE STAFF SALARIES 94,760 40,611 0 PROFESSIONAL FEES 0 202 0 TOTAL 94,760 40,813 0