Lifelong Learning Institute Inc
PO BOX 510849
PUNTA GORDA FL 33951-0849

LLI will offer affordable non-credit learning opportunities to adults and organizations of Charlotte County seeking personal and professional development in topics, venues and methods that will enrich, enlighten and benefit their lives. Our alliance with Florida SouthWestern State College enhances learning on the attractive Florida SouthWestern State College, Charlotte campus in Punta Gorda. Where this is not possible and whenever feasible, we will take LLI to our members and students at their locations.

CEO/Executive Director No Executive Director
Board Chair Larry Smith
Board Chair Affiliation Retired CPA
General Info
Organization DBA
Lifelong Learning Institute at Florida SouthWestern State College
Former Names
Learning in Retirement
Tax Exempt Status Public Supported Charity
Incorporation Year 2006
State Charitable Solicitations Permit Yes Nov 2017
State Registration Yes 0
Financial Summary
IRS Letter of Determination
LLI IRS Tax Exempt Ltr 8-23-06View
Impact Statement
2016-2017 Accomplishments: 
  • New and independent website created
  • Doubled free Tech Help sessions
  • Sponsored Model United Nations with the Collegiate High School
  • Sponsored and participated in an Annual Golf Tournament for the benefit of the National Honor Society Scholarship Fund
  • Increased classes and registrations
  • Increased attendance and weekly Documentary Lunch session
  • Much more successful trip attendance and revenue
  • Hosted a National Lecturer
  • Participated in Positive Aging subcommittee through State Department of Health
  • Offered joint programs and collaborated with the Charlotte Symphony Orchestra and Charlotte County Historical Center
  • Drew in 1600 participants in various lectures, trips and classes
Current Year Goals:
  • Continue to promote the benefits of FRIENDS membership in an effort to increase membership by 10%.
  • Continue collaboration with Collegiate High School.
  • Continue collaboration with Charlotte County Historical Society.
  • Continue collaboration with Charlotte County Symphony.
  • Continue to build on the success of the documentary classes and extend course offerings through the summer months. 
  • Increase participation in LLI by raising awareness of the organization & its programs -- "Learning -- just for the fun of it!"
  • Build on our existing program to offer quality courses, trips and lectures.
  • Meet or exceed our program registrations to raise revenue necessary to cover our expenses. 
Needs Statement


  1. Expenses consist of advertising, printing of brochures, flyers, course catalogs and office supplies plus the administrative independent contractor and modest honoraria paid to lecturers and instructors.  These expenses total approximately $16,000 per year.
  2. Our goal is to expand our programs: reach more people, increase attendance and increase the variety and number of courses, lectures, films and trips provided each year.  In order to do so we need additional funding for broader advertising, to cover expansion of programs, and to staff additional administrative support.  $3,000 would help defray advertising and printing costs.
  3. We need additional funds to expand our programs and services to improve our marketing and program materials. 
  4. We need to increase our FRIENDS membership and involvement to recruit and foster future leaders for LLI.
  5. We need to broaden our promotional activities for more community exposure.  $1,500 would help cover costs for promotional materials and outreach.


Background Statement
Lifelong Learning Institute began in 1996 with a grant from the University of South Florida to the Charlotte County Foundation (now named the Charlotte Community Foundation) and was called "Learning in Retirement".  In 2005, the group incorporated as a not-for-profit organization, and became a stand-alone, all volunteer organization (with one paid part time office staff) and changed it's name to Lifelong Learning Institute, Inc. 

LLI is affiliated with Florida SouthWestern State College and the Elderhostel Institute, now known as the Road Scholar Institute Network and is a 501(c)(3) organization. Florida SouthWestern State College, Charlotte Campus, offers use of their classrooms, auditorium, office space and lobby at a discounted rate for non-profits based on our Memorandum of Agreement, providing LLI with a home base for their curriculum of classes, lectures and films.

LLI is celebrating its eighteenth year of offering Charlotte County continuing education in history, poetry, arts, world affairs, culture, world religions, travel, keynote lectures, health and wellness, independent retirement, day trips and poetry and book clubs. LLI estimates it has touched the lives of over 5,000 people, many of whom several times. LLI provides a Fall, Winter and Spring Program which includes films, lectures, day trips and classes.

LLI is staffed almost completely with volunteers. We have one part time independent contractor who performs administrative duties at the rate of $12.00 per hour, up to $12,000 per year, pursuant to an annual contract.

An on campus office, phone and internet are provided by in kind donations from Florida SouthWestern State College. We pay Florida SouthWestern State College for classrom and facilities use pursuant to a schedule of facility use and service fees.

All classes, films, trips, and lectures are fee based and modest in cost.

Areas Served
Areas Served
FL- Charlotte
FL- DeSoto
FL- Sarasota
FL- Lee
Areas Served Comments
All Charlotte County areas, plus Englewood, North Port North Fort Myers and Arcadia.
Service Categories
Primary Org Type Education
Secondary Org Type Arts,Culture & Humanities
Tertiary Org Type
Statement from the Board Chair/Board President

Wow-What a year 2016-2017 has been for the Lifelong Learning Institute on the campus of Florida Southwest State College in Punta Gorda, Florida.  This year has been filled with the continued success in our offered classes, more trips taken, special speaking events featuring an Patrick Smith, a speaker from Babcock Ranch, ABC chief meteorologist  and NBC special investigative reporter, and Publisher of the Charlotte Sun Newspaper, a film documentary series, and last but not least, a strong year for memberships for our organization.  

During 2017-18, we intend to build on this progress, emphasizing all of our efforts from the previous year, while continuing our existing programs and,  and expending the late spring and summer months to our scheduling of events and summer guest speakers.
In order to be able to complete this mission, LLI is dependent on participation in the Giving Partner Challenge to supplement our fundraising efforts.  Providing the variety of programming that we make available presents a constant financial challenge.
LLI is eagerly anticipating another growth year in 2017-2018 and is looking forward to the upcoming Giving Partner Challenge to enable us to meet our goal of providing  LEARNING - JUST FOR THE FUN OF IT.
Larry Smith, Board President 
LLI classes are non-credit and based on a liberal arts curriculum, created and selected by a committee based on member requests and peer teacher proposal. LLI offers a year round schedule each year. LLI classes are held on the Florida SouthWestern State College, Punta Gorda campus.
Budget $26,600
Category Education, General/Other Adult Education
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens
Short Term Success
By expanding to a year round program,  LLI increased attendance and participation and broadened its audience.
Long Term Success

LLI classes enrich, enlighten and benefit our community and over the past twenty years have touched the lives of over 5,000 people, significantly contributing to the cultural richness of Charlotte County. For the past six years LLI has expanded its program to increase the number and diversity of course offerings which has resulted in a stronger presence in Charlotte County.

Program Success Monitoring
The Office Manager tracks partipants and attendants.  The Treasurer tracks the revenue and expenses and the Curriculum Committee evaluates the program success with monthly reports to the Board of Directors.
Program Success Examples
Testimonials include: 
"LLI is one of the premier, community-based programs for seniors in Charlotte County"
"LLI not only brightened my life as a snowbird from the early 2000s onward, but has heavily influenced my decision last year to become a permanent Floridian"
"The Lifelong Learning Institute in Charlotte County is, without a doubt, a true innovator in the education and promotion of our cultural and natural resources"
Develop and implement a series of special lectures
Budget $0
Category Education, General/Other Adult Education
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens
Short Term Success
Our fall 2012 lecture series featured award winning maritime author, lecturer and TV commentator, Robert Macomber.  This lecture discussed the setting of his book, "The Patriot & His Widow",  the touching story of a pro-Union couple on Useppa Island, and provided a historical background on Useppa Island and the surrounding barrier islands and the part they played in the Civil War.  This lecture was followed with a luncheon.
78 people attended the lecture and 42 people attended the luncheon.  This was the first time LLI combined a lecture with lunch.   This lecture also tied into our fall 2012 trip to Useppa Island. 
Long Term Success
LLI has continued the lecture program for past 10 years.  In March 2011 the lecture series was renamed the Mary Blake Distinguished Lecture Series  to honor the passing of long time board member and lecture chair, Mary Blake, and a fund was established to support the future of this program.
Program Success Monitoring

The Office Manager tracks partipants and attendants. The Treasurer tracks the revenue and expenses and the Lecture Committee evaluates the programs success with monthly reports to the Board of Directors.

Program Success Examples

The lectures are always exciting, stimulating and varies from the true life adventures of an Arctic explorer, to the extraordinary talent of our prizewinning MUN (Model United Nation) students' debates, to a five step program for a happy, brain-healthy aging. Sushila Cherian's, former Lecture Chair, presentation on "India and its Magic", that explored the customs and traditions of this ancient civilization, with its intriguing combination of tradition and modernity was very well attended, showing the community's interest in cultural diversity.

Trips Committee plans and implements educational day trips to regional areas of historical, cultural and artistic interests.
Budget $17,000
Category Arts, Culture & Humanities, General/Other Museums
Program Linked to Organizational Strategy Yes
Population Served Aging, Elderly, Senior Citizens Adults Families
Short Term Success
Our fall 2012 trip to Useppa Island sold out with 60 people attending. 
The 2012-2013 Trips program raised net revenue of $1,284.
Long Term Success
Our trips round out our program with interactive experiences offering cultural, historical and artistic venues and are usually sold out.
The trips programs has continued to be profitable every year.
Program Success Monitoring

The Office Manager tracks partipants and attendants. The Treasurer tracks the revenue and expenses and the Trips Committee evaluates the program success with monthly reports to the Board of Directors.

Program Success Examples
LLI past day trips include:
  • Boat ride, lunch and museum on Useppa Island
  • Florida Aquarium and Dolphin Cruise in Tampa
  • Tititan Artifact Exhibition at the Mahaffey Museum in Tampa
  • The Chihuly collection and glass studio at the Morean Arts Center in St. Petersburg
  • Dali Art Musuem in St. Petersburg
  • Calusa River narrated day cruise
  • Florida Repertory Theater
  • Everglades tour and environmental presentation and air boat ride
  • Tarpon Springs
  • Seminole Reservation

For the 2014-2015 program we are planning a trip to the Naples Zoo and our Spring trips are currently under planning.

CEO/Executive Director
CEO/Executive Director No Executive Director
CEO Term Start 0
CEO/Executive Director Email n/a
Former CEOs/Executive Directors
Hasan Hammami July 2012 - June 2014
Phyllis Walker July 2014 - June 2015
Senior Staff
Bonnie Leroy Office Manager (contracted)
Staff & Volunteer Statistics
Full Time Staff 0
Part Time Staff 0
Staff Retention Rate % N/A
Professional Development Yes
Contractors 1
Volunteers 64
Management Reports to Board Yes
CEO/Executive Director Formal Evaluation No
Senior Management Formal Evaluation No
Non-Management Formal Evaluation Yes

LLI has collaboration with Florida SouthWestern State College, Punta Gorda Campus, Charlotte Symphony Orchestra,  Charlotte County Historical Center and the Collegiate High School.

Florida SouthWestern State College collaborates with LLI as follows:

  • Provide classrooms event meeting space
  • Provide access to internet, online, web and server needs
  • Provide, at reduced cost, office space and photocopies for LLI.
  • Provide a college liaison on the LLI Board of Directors
  • Include LLI in Continuing Education advertising and articles

LLI collaborates with Florida SouthWestern State College as follows:

  • Offer non-credit courses that are not in conflict with Florida SouthWestern State College.
  • Process LLI course registrations and fees
  • Conduct Keynote Lectures, Film series, Book Club, Poetry Club and other events of an Educational nature

LLI collaborates with Charlotte Symphony Orchestra as follows:

· Provide speakers for musical interactive presentations

· Provide classroom and registration for joint lecture presentations

· Provide cross promotion of upcoming lectures and performances

LLI collaborates with Charlotte County Historical Center and Collegiate High School  as follows:

· Provide classroom and registration for joint lecture presentations

· Provide cross promotion of upcoming lectures

Schedule and coordinate Free Tech Help Sessions that are open to the public  
External Assessments and Accreditations
Risk Management Provisions
Risk Management Provisions
Commercial General Liability
Commercial General Liability
Government Licenses
Organization Licensed by the Government No
Fundraising Plan No
Communication Plan No
Strategic Plan No
Strategic Plan Years 1
Strategic Plan Adopted Oct 2013
Management Succession Plan No
Continuity of Operations Plan Yes
Nondiscrimination Policy Yes
Whistle Blower Policy No
Document Destruction Policy No
Directors and Officers Insurance Policy No
Policies and Procedures Yes
Management Comments by Organization Organization applied for state solicitation renewal in September 2017
Management Comments by Foundation
Organization applied for state solicitations permit in October 2013.
Board Chair
Board Chair Larry Smith
Company Affiliation Retired CPA
Board Term July 2017 to June 2018
Board Chair Email
Board Members
Board Members
Barbara Degon Retired
Judee Fish Retired Educator
Deborah Hancik Retired
Bonnie Leroy LLI office manager
Donald O'Neil Retired
Josie Roosevelt Retired
Larry Smith Retired CPA
Constituency Includes Client Representation No
Board Ethnicity
African American/Black 0
Asian American/Pacific Islander 0
Caucasian 7
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Board Gender
Male 2
Female 5
Unspecified 0
Board Term Lengths 3
Board Term Limits 2
Board Orientation Yes
Number of Full Board Meetings Annually 11
Board Meeting Attendance % 87
Board Self-Evaluation No
Written Board Selection Criteria Yes
Board Conflict of Interest Policy Yes
% of Board Making Monetary Contributions 100
% of Board Making In-Kind Contributions 100
Standing Committees
Communications / Promotion / Publicity / Public Relations
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Program / Program Planning
Governance Comments by Organization We have streamlined our corporate governance and reduced redundant committees and efforts.  We need to improve recruiting new qualified board members and committee members.  We are addressing these concerns through community outreach and an annual board workshop.
Fiscal Year Projections
Fiscal Year Start Month July
Fiscal Year Start Day 01
Fiscal Year Begins 2017
Fiscal Year End Month June
Fiscal Year End Day 30
Fiscal Year Ends 2018
Projected Revenue $41,460.00
Projected Expenses $41,000.00
Total Projected Revenue includes "in-kind" contributions/ donations No
Organization has Endowment No
Capital Campaign
Currently In a Capital Campaign No
Campaign Purpose
Campaign Goal
Campaign Dates 0 to 0
Amount Raised To Date 0 as of 0
Historical Financial Review
Expense Allocation
Fiscal Year201720162015
Program Expense$15,770$16,116$10,459
Administration Expense$20,974$18,006$14,616
Fundraising Expense$0$0$0
Payments to Affiliates$0$0$0
Total Revenue/Total Expenses1.091.140.92
Program Expense/Total Expenses43%47%42%
Fundraising Expense/Contributed Revenue0%0%0%
Assets and Liabilities
Fiscal Year201720162015
Total Assets$0$16,796$0
Current Assets$0$16,796$0
Long-Term Liabilities$0$0$0
Current Liabilities$0$120$0
Total Net Assets$0$16,676$0
Top Funding Sources
Fiscal Year201720162015
Top Funding Source & Dollar AmountProgram Service Revenue $23,084Program Service Revenue $25,247Fall Classes $12,190
Second Highest Funding Source & Dollar AmountContributions, gifts, grants $9,507Fundraising $6,935Friends Memberships $3,785
Third Highest Funding Source & Dollar AmountMembership Dues $7,135Contributions, gifts, grants $6,245Field Trips $3,262
CEO/Executive Director Compensation
Tax Credits No
Short Term Solvency
Fiscal Year201720162015
Current Ratio: Current Assets/Current Liabilities--139.97--
Long Term Solvency
Fiscal Year201720162015
Long-Term Liabilities/Total Assets--0%--
Financials Comments
Financial Comments by Organization Our biggest challenge has been to increase our revenue to meet our expenses to prevent exhausting our reserve fund.  We are looking forward to participating in the Giving Partner Challenge and hope to meet our goal of raising $10,000.
Financial Comments by Foundation Financial information taken from compilations as the organization files a 990-N with the IRS. No balance sheet information provided for tax year 2017.
Nonprofit Lifelong Learning Institute Inc
Address PO BOX 510849
PUNTA GORDA , FL 33951 0849
Phone 941 637-3533