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OLLI at UVa

AnnuAl RepoRt

2017

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For the past seventeen years, the Osher Lifelong Learning institute (OLLi ) at UVa has been a com-munity nonprofit organization working to provide lifelong learning opportunities for adults in a social, collegiate environment.

Beginning as the Jefferson Institute for Lifelong Learning and supported in part by the Bernard Osher Foundation, OLLI at UVa was formally constituted in 2007 as one of 120 institutes in a growing, na-tional, lifelong learning network for adults.

Seed grants provided by the Osher Foundation along with a small grant from UVA comprise OLLI’s funds, which are managed by the University Investment Management Company. The proceeds of the endowment, provided to OLLI at UVa at not less than 5 percent of the total annual market value of the invested principal amount, represent approximately 34 percent of OLLI at UVA’s annual income.

In 2001, OLLI at UVa began with seventeen instructors and ninety-eight member students. In 2016-2017, OLLI at UVa offered 170 courses taught by 176 instructors to 1,900 member students. In the past year, due to an increasing community demand, more courses have been offered at a greater number of different venues. This growth provides both challenges and opportunities for the future.

This annual report highlights the following accomplishments for OLLI at UVa during 2016-2017:

• Course enrollments increased • New instructors and ninety-six new courses added • New venues for courses created • Member social engagements promoted • Member input on strategic initiatives achieved • Support and feedback for instructors improved • Strategic planning process for 2017-2020 initiated • New board policies revised and approved

Beth Barber Myrle LangleyExecutive Director PresidentOLLi at UVA OLLi at UVA

Mary Anne Kelly

I’ve been going to the OLLI happy hours since they began. It’s a great way to compare notes with folks about classes. But we don’t only talk about OLLI classes,

we talk about our lives outside of OLLI—what brought us to Charlottesville, how long we’ve lived here, what life was like before retirement, etc. Pretty soon

we find out we have things in common. When I went to my first OLLI happy hour, I hesitated getting out of the car before going into the restaurant, not sure what

I was going to encounter. Once inside I realized I was meeting new folks like me who share many of the same interests. That’s why we take OLLI classes—to

broaden our horizons.

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OLLI at UVa: 1,900 MEMBERS • 86 percent between the ages of 63 and 82

• 65 percent female; 35 percent male

• Backgrounds: business, academia, and professional occupations.

• Where they live: 35 percent live in Charlottesville; 41 percent live in Albemarle County; 8 percent live in Augusta County; 4 percent live in Nelson County; 12 percent live in other counties.

• Why they take classes: 48 percent report primary interest is the intellectual experience; 30 percent report the social interaction.

148135

158170

FY 14 TOTAL FY 15 TOTAL FY 16 TOTAL FY 17 TOTAL

Number of Courses Offered Per YearNumber of Courses Offered Per Year

23,284

13,067

10,217

19,114

10,635

8,4798,000

10,00012,00014,00016,00018,00020,00022,00024,00026,000

Total Female Male

Area's 65-84 Population Projection

Year 2015 Year 2020

OLLI’s lifelong learning programs educate and engage adults to enhance the quality of their lives.

The baby boom generation is aging and cre-ating a focused target audience. In the Char-lottesville area, citizens between the ages of 65-84 are projected to increase by 21.8 percent by the year 2020. Thus, OLLI’s next three-year strategic plan reflects intentional growth strategies for this new demographic.

OLLI at UVa’s vision is to energize, engage, and inspire members to live high quality lives. The OLLi at UVa courses encourage diverse members to take an active part in the community and to enjoy an independent and healthy quality of life.

1800

1900

2000

2100

2200

2300

2400

Projected Enrollments

FY 18 FY 19 FY 20 FY 21 FY 22

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PARTNERSHIPS

OLLI at UVa has established important partnerships with several community organizations and institutions.

• Senior Center – reciprocal discount membership, collaboration on travel opportunities

• Jefferson Area Board for Aging (JABA) – volunteering

• Michie Tavern – annual Lecture Series

• As a University of Virginia-related foundation, OLLI at UVa benefits from services from UVIMCO, UVa Fund, and information technology support, participates with the foundation’s consortium that provides medical benefits to staff, and has two representatives on the Board of Directors appointed by the President of the University and the Board of Visitors.

Gordon Stewart

Pick your perspective: instructor; participant in classes, programs, or travel; or OLLI staff—it’s all positive. The pro bono teaching is easy

community service on subjects that have long held my interest.The students in classes contribute their life experiences, insights, and

often professional expertise, and the OLLI staff offer organization, tech support, appropriate venues, and always cheerful assistance.

Add it all up, and it’s a win-win activity and an ideal transition for me after a career of university teaching and administration.

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INcOME / ExPENSES(unaudited)

OLLI at UVa depends onthree revenue streams:

• Memberships and course fees• Endowment investment income• Fundraising and member donations

Membership, Course Fees and Outings $230,436

Income from Osher Grants $132,856

Annual FundraisingCampaign $23,320

Total FY 2017 Income: $386, 612

Staff salaries, expenses and Benefits $211,867

Classroom Expenses$93,822

Bank fees, Fund raising, Insurance, Postage, etc.$23,752

Meetings, Faculty Events $9,248

Professional Service Fees $13,746

Publicity & Advertising$15,543

Printing Services; Catalogs Newsletters $24,102

Total Operating Expenses $419,777

The annual earnings accrued from the Osher Endowment fluctuate each year with the stock market. This year the returns were less than in fiscal year 2016.

Expenses exceeded the budget by $33,165. Causes of the deficit include unexpected increases in facility charges, needed equipment purchases, and the repair of the online registration system. The board has directed that steps be taken to minimize the likelihood of future deficits.

I am from Farmville and retired after forty years of teaching in the Virginia public schools and concurrently teaching for eight years as

an adjunct in the education department at Longwood University. During my first OLLI course, the cemetery class, the third class

meeting was canceled due to weather just as we all gathered on the cemetery grounds. Never one to pass up a social opportunity, I asked

several class members if they wanted to get a cup of coffee. Now, two years later, various combinations of the same six of us still get together every other week for lunch. It has been nice to

meet other educated women with common interests and share what we learn in our OLLI classes.

Linda Webber

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DONORS

William and Eleanor AdamsFrank and Grace AlexanderMarian AlexanderRobert and Shirley AlpersJohn AndersonAnonymous (3)Kathleen AnsellMargaret ArmstrongEdwin BarberSharon BaresBarry BattleSandra BeardRhetta BeardenDolores BedellRalph BledsoeEsther BlytheBarbara BonesteelJudy BoydEarl BrackerBarbara BrechtAl and Carol BrinkerhoffLydia BriscoeEileen BrooksLarry and Dorothy BrownMark BrownRichard and Melinda BrownSallie BrownWilliam BuckleyDorothy BumgardnerDuncan and Susan CampbellJames and Kristine CampbellLinda CardellaDabney and Isabell CarrCarlton and Wendy CarrollKathleen CatheyJanelle CatlettJim CecilCharles ChadwickEmeline ChambersPeter ChapinVivian ChisolmJoyce Chopra

Karen ChristiansenLucy ColebaughCalvin and Mary Colliergene CorriganJohn Courtney iiiJanice CreasyWhitman CrossJames CubbageAnne CuffJerry CurrierDon DavanzoKent DavisAndre DerdeynRalph DieckmannNorma DiehlAbbie EdwardsAndre EvansJoan FaddenAlbert FalconeRob and Sandy FinleyWendy FlynnGE FoundationMargaret FowlerSam FreilichShirley FrenchTobe FriedbergDon FritzJoan FryJulia FudalaRichard FunkMarjie GiulianoDoris GlickCarol GoldVesta Lee GordonPeggy granberry

David GreenbergLouise greerAnn greyMargaret GroveJoseph grubbPatricia gustinNancy HackmanElizabeth HazardSheila HazenRichard and Susan HeffnerAllen HenchRobert and Ginger HolubCharles and Arloine HoodSentara Martha Jefferson HospitalSharon HostlerLarry HowardAnne HumphriesRuth IwanoDeborah JacksonTyson and Sally JanneyJohn JohnsonMary JohnsonNina JohnstonTerri JordanJoan KammireMaxine and David KatzMarie KeeseMichael KelleyJack KellyMary Anne KellyBetsy KennanDebra KingUte and Brent KitchingErv KoeritzWanda Kucera-EksteenAlan KurlandHoward and Elizabeth KutchaiDoris KutteschJoseph and Sylvia LackeyKatherine LambMyrle Langley

Larry and Dotty Brown

We have enjoyed many fun, interesting and informa-tive OLLI classes over the last fifteen years. Member contributions help to keep the fees reasonable and make it possible for some to attend who might not

otherwise be able to afford to.

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Catherine LarsonJane LawtonAl LayneAnn LeakeMadelyn LefkowitzJanet Lombardi-DillerSharon LorishNancy LovalloAlice LucanAnn LynchHeyward MacdonaldDianne MartinAlice MasonGerry MayerDavid J. McCarthySheila McCormickHenry McHenry Jr.Barbara McMillanDebbie and Dave MetzLeigh MiddleditchDonald MikesellJohn MillerDerry MillerElliot and Patricia MininbergWalter and Dahne Morgan IIIJosephine MorrisseyMascha MowryChristopher MurphySheryl MykrisBetty NatoliStephen NaussTerry NaussSteven NicholsGary NimaxDennis O’ConnorRick OliverDave and Debbie OpperVirginia PaulLaurence PettitCharles PickellRuth PickerElizabeth and Thomas PittSusan PrasadGerald and Nancy PyleNesta Ramazani

Robert and Suzanne ReidMary ReimanMarjorie and Michael ReinWilliam reusingJudy RiceDorothy RichardsKathleen RiddleWayne RiddleJoyce robertsFox Hill Editorial /David RubinShirley and Ralph RuedyPatricia RuskRobert SackRonald SalomonLinda SaltzburgFrances SargentLuise Savagerobert ScottMimi ScullyWill SeayJannene ShannonDorothy ShieldsVaden ShieldsJerry Lynn ShipplettRae SkinnerJohn and Allison SleemanRuthie SnyderJames SofkaAnn StecklerGordon StewartPatrick Sullivangrace SuttleDaniel SwiftJohn TanseyPeter ThompsonRaymond and Maria TimmermanTimothy TownsendUVA/Health SystemDale WaldenBarbara WallaceWarren Wallacerobert WatsonLinda WeaverWilliam WeaverLinda Wells

Jerry and Marian WendelinSuzanne WhitakerBetty WhitcombJim WilsonMike and Polly WolfeTomoko YoshinoJean zearley

In Memory of

William Blackford by Victoria BlackfordFrederick Cluff by Dorothy CluffPhyllis Dangio by Bob DangioJefferson Forte by AnonymousMarilyn Kirk by Eleanor Busa James Miller by Christine SweetersCatherine & Paul Ornburn by Suzanne SchadePeter Sellar by The Frederick House – Joe and Evy Harman Sara Jane Hardin Robert & Mary Houdek Joseph & Sylvia Lackey Craig Mathews Debbie & Dave MetzAnne Waldner by Jo Anne Ebersold Wendy Waldner Flynn

In Honor Of

Henry Abraham by Ellen and Allen HenchTom and Judy Boyd by Margaret H. Wright Charitable TrustGordon Stewart by William Kampmeier

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THE FUTURE

Even if you’re on the right track, you’ll get run over if you just sit there. — Will rogers

Compelling visions have the power to draw people into the future. OLLI at UVa is currently develop-ing an organizational strategic plan that involves input from a variety of members, staff, and board members.

OLLI’s future depends on a strong commitment by both board members and staff to plan and imple-ment programs that meet the needs of members while adhering to budget constraints. In the next three years, we intend to develop a shared vision of OLLI at UVa’s future, along with some of the fol-lowing steps required to move in that direction.

• Address the financial needs of OLLI at UVa as a continuing priority. Our goal is to maintain a modest course fee structure, analyze sources of income to address the growth needs of the organization, and pursue grant writing and annual fundraising initiatives to enhance the other relatively stable income sources.

• Add new courses, special presentations, and new venues to enable OLLi at UVa to renew itself and reach a larger market penetration in Albemarle and surrounding counties.

• Support and orient new instructors (all OLLI instructors are volunteers) as an ongoing priority as we help OLLI at UVa meet the needs of our members.

• Update the online registration process and database. The current system must be replaced.

• Make the wait list process more efficient. Each course session produces a number of wait listed members. While the staff works diligently to find alternative courses, this is a time-consuming process and needs to be refined.

OLLI at UVa intends to continue offering high quality programs to all of our members. Through its stra-tegic plan OLLI at UVa will promote many new initiatives for increasing course enrollment and addition-al sources of revenue. The OLLI at UVa Board of Directors is committed to achieving these outcomes.

JJ Towler

I truly had to push myself to be a class assistant the very first time —“Egad, can I do this?” However, after getting over that first scary hump, I discovered how easy, how much fun, and how rewarding it was and have never regretted volunteering as a class assistant for OLLI. As Mikey in the old TV commercial said, “Try it—you’ll LIKE it!”

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