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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 83-1253862

LEARNING IN RETIREMENT OF WAUKESHA COUNTY

Tax-exempt · WAUKESHA, WI 53187

Financials

$36K$41K2023$58K$40K2024
Revenue Expenses · by fiscal year end
Financials of LEARNING IN RETIREMENT OF WAUKESHA COUNTY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$58,028$40,308$17,720$25,596–$25,596
June 30, 2024990-EZ$36,300$40,973-$4,673$7,876–$7,876
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$32,584
Membership dues
$11,175
Program service revenue
$14,269

Expenses

Compensation of officers, directors and key employees
$11,477
Salaries, compensation and benefits (total)
$14,232
Professional fees and payments to contractors
$735
Occupancy
$3,168
Printing, publications and postage
$2,277
Other expenses
$19,896
Program services (functional)
$20,871

Balance sheet and other

Total assets, start of year
$7,876
Total assets, end of year
$25,596
Total liabilities, end of year
–
Net assets, end of year
$25,596
Cash, savings and investments
$25,596
Gross receipts
$58,028

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DEBBIE NICELYOFFICE COORD10$11,477
NANCY LANGLASSPECIAL EVEN10$0
DAVID ARNOTTPRESIDENT10$0
PAMELA ERDMANNMEMBERSHIP C10$0
ROBERT RIEDELTREASURER10$0
WINNIE MADINGDELAGATE-AT-5$0
MICHAEL WHITELEYDELEGATE-AT-5$0
CAROLE WEGNERCURRICULUM C10$0
GREG DUGANPROMOTION CH10$0
990-EZ for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
DEBBIE NICELYOFFICE COORD10$10,658
NANCY LANGLASSPECIAL EVEN10$0
DAVID ARNOTTCURRICULUM C10$0
PAMELA ERDMANNPRESIDENT10$0
ROBERT RIEDELTREASURER10$0
LYNDA HORNDELEGATE-AT-5$0
WINNIE MADINGDELAGATE-AT-5$0

Address and contacts

Address (IRS master file)
PO BOX 212, WAUKESHA, WI 53187-0212
In care of
% PRESIDENT
Signed the 990-EZ
DAVID ARNOTT, PRESIDENT
Phone
(262) 409-9815
Return prepared by
BUSINESS ACCOUNTING & TAX PROFESSIONALS

Mission

PROVIDE LIFE-LONG LEARNING FOR OLDER ADULTS.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • FALL AND SPRING COURSES OFFERED. TWO CATALOGS EACH MEMBERSHIP YEAR, WITH INDIVIDUAL MAILINGS FOR ALL SPECIAL EVENTS.
    Expenses $11,743
  • SPECIAL MEMBERSHIP EVENTS INCLUDING ANNUAL MEETING AND LUNCH FOR SOCIAL INTERACTION; SPECIAL INTEREST GROUPS FOR SOCIAL AND INTELLECTUAL STIMULATION.
    Expenses $1,004
  • SPECIAL EVENT DAY-LONG AND OVERNIGHT EDUCATIONAL TRIPS.
    Expenses $8,124

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for LEARNING IN RETIREMENT OF WAUKESHA COUNTY

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
83-1253862
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B60)
Assets (IRS master file)
$25,596
Income (IRS master file)
$58,028

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$58,028$40,308$25,596XML
990-EZJune 2024$36,300$40,973$7,876IRS
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 83-1253862).

Questions about LEARNING IN RETIREMENT OF WAUKESHA COUNTY

What is the EIN of LEARNING IN RETIREMENT OF WAUKESHA COUNTY?
The employer identification number (EIN) of LEARNING IN RETIREMENT OF WAUKESHA COUNTY is 83-1253862.
Is LEARNING IN RETIREMENT OF WAUKESHA COUNTY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to LEARNING IN RETIREMENT OF WAUKESHA COUNTY tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LEARNING IN RETIREMENT OF WAUKESHA COUNTY file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of LEARNING IN RETIREMENT OF WAUKESHA COUNTY due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEARNING IN RETIREMENT OF WAUKESHA COUNTY last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of LEARNING IN RETIREMENT OF WAUKESHA COUNTY?
The 990-EZ for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $11,477 (DEBBIE NICELY, OFFICE COORD).
How much revenue does LEARNING IN RETIREMENT OF WAUKESHA COUNTY have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $58,028, expenses of $40,308 and total assets of $25,596 at year end.

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