Osher Lifelong Learning Institute - University of Southern ...

Osher
Lifelong
Learning
Institute

Annual
Re2p0o0r9t - 2010

FY 2009 - 2010

Opening the doors of learning to our 50+ population....

SCHOOL OF EXTENDED EDUCATION
www.sonoma.edu/exed/olli

OLLI — Looking Forward to Our 10th Year

A Message from Ed Stolman

This has been an important This economy has also delayed retirement for many potential
year in Sonoma State students. In response to the need of this semi-retired student
University's Osher Lifelong we have introduced one and two course options. The object
Learning Institute in a number of is two-fold, to attract more 50-65 year olds, who are still
ways. First of all, we celebrated working, to the program and provide a “taste” of the program
our 9th year. In that time many to new students with the prospect of them becoming full
of our students would have members at a later date.
earned a BA, MA and PhD.
But here at SSU OLLI we don't In addition, OLLI’s SSU successful collaboration with
measure life by those yardsticks; Oakmont Village in Santa Rosa, made it possible to expand
instead, we take pleasure in expanding our minds, exploring our efforts to the Vintage House in Sonoma, California where
topics we never thought we'd be interested in, having we have reached our first year goals and are working towards
stimulating conversations with our fellow members, enjoying increasing membership at all three locations.
the presentations of wonderful instructors, and learning for
the joy of it.

This year was important for another reason. The economy Ed Stolman
has affected nearly everyone's life, and not always for the Founder and Chairman of the Board
better. Although student giving has continually increased
our organization has implemented new strategies, like
creating a budget and finance committee to address the
long-term goals of the program to ensure sustainability.

A Message from Julie Barnes

We are delighted to be able to support and manage your In 2009-2010 we offered 13 classes, 8
2010-2011 OLLI Program. OLLI is poised to enter a at SSU, 3 at Oakmont and 2 at our new
new phase. With that come opportunities to represent OLLI campus location Vintage House, in the
to others, to interface with you and get your take on what Sonoma Valley. The offering of 13 classes
you want from your institute, to lead a board that is devoted extended though Fall, Winter and Spring
to your best experience, and to help solve problems that providing students with involvement in
come along that need attention for the betterment of OLLI. classes that introduce them to interesting
topics as well as the emotional benefits of participating in a
This year will mark our 10th year and the future looks bright. community of similarly oriented people.
We have a Finance and Budget Committee working on a
comprehensive long-term plan. Our Curriculum Committee We hope to get to know many of you better throughout the
has selected a year’s worth of exciting and challenging coming year as the OLLI Team work together:
offerings and they will begin shortly the review process for
next year. Julie Barnes and Barbara Brooks, Co-Program Managers,
Melanie Hawk, Program Coordinator, and
Also, we would like to communicate our enormous gratitude Cathy Hatcher-England, Gray Matters

to Lou Miller, OLLI’s Executive Director for the last 9 years.
Over those years his considerable energy and commitment
have contributed largely to what OLLI is today – over 1400

members, wonderfully engaging courses and a host of Julie Barnes, MPA
other interesting activities.

Director of New & Non-Credit Programs
Sonoma State University School of Extended Education

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OLLI 2009-2010 Program Highlights

Program Accomplishments 2009-10

■ 74 OLLI students participated in the Summer 2009 Film Oakmont Lifelong
Series on the SSU campus. Many individual students take Learning Campus
several OLLI courses each session. A total of 668
individual OLLI students from (3) campuses participated in Our Oakmont campus started
13 courses occupying 1,283 seats in the Fall of 2009. with an open house on
In the Winter 2010, 782 individual students occupied November 6, 2006! It’s been
1,626 seats. And, in Spring 2010, 607 individual students an innovative process of growth
occupied 1,132 seats OLLI courses. and positive changes ever since.
■ Fundraising efforts: $87,750 SSU/OLLI recognized and
■ Scholarships: $6,516 partnered with our campus to
■ Course offered: 39 bring a rich array of courses and
■ Program Support from Sonoma State University: $46,219 programs to our residents for the
■ OLLI opens it's third campus at Vintage House in Sonoma joy of learning. Our partnership
has helped to develop our
“We may grow older but we don't have to age." community to gather, get
acquainted, socialize, and
—­ Ed Stolman, OLLI Founder learn…learn….learn! Striving to
meet a goal of 300 students each
term, we reached a new high of
441!

— Kathy and Troy Sowers
Co-Chairs
Oakmont OLLI Campus

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OLLI Student Enrollment

The Sonoma State University Osher Lifelong Learning Since many students take more than one class per session,
Institute has opened up its third campus at the Vintage the Enrollment Charts reflect the total number of individual
House in the city of Sonoma. The two classes now being students (blue Bar) and the total number of classroom seats
offered at the Vintage House Campus are in addition to the (green bar) for each of the (3) OLLI campuses for Fall 2009
eight classes being offered on the SSU campus and three through Spring 2010.
classes at the Oakmont Village Campus in Santa Rosa every
term. SSU OLLI is providing the highest quality learning SSU Campus Student Enrollment
programs, classes, day trips, film series, and international
travel opportunities to hundreds of individuals over the age 1,800 * 74 students participated in the Summer 2009 Film Series
of 50 throughout Sonoma County. 1,400
1,000 Total Individual Students Enrolled
600 Total Class Enrollment
200
845 1,072 711
305 357 259

FALL 2009 WINTER 2010 SPRING 2010

Oakmont Student Enrollment

500 Total Individual Students Enrolled
400
What our students say..... 300 Total Class Enrollment 445
200
"My wife and I have wanted to take some 293 336
of the wonderful Osher classes, but we can 227
no longer manage the drive over to SSU. 273
Thank you for bringing them to Sonoma!" 212

"I'd never heard of Osher Lifelong Learning FALL 2009 WINTER 2010 SPRING 2010
Institute before reading about it in the
Index Tribune last year. Since then I've Vintage House Student Enrollment
taken two classes, and both instructors
were not only very knowledgeable in their 300 Total Individual Students Enrolled
fields, their enthusiasm for their subjects 200 Total Class Enrollment
was quite contagious. College was never so 100
good!" 167 148
4 136 136
89 109
FALL 2009 WINTER 2010 SPRING 2010

OLLI Financial Report 2009-10

Fundin g & Expenses 2009-10





Funding:

Student Fees $228,575
Less: SSU/CSU Overhead @ 22% $50,287
Net Revenue from Fees
Campus Fees $178,289
Transfer from Foundation - Donations & endowment earnings $48,020
Total Funding:
$114,384
$340,693



Expenses:

Faculty $111,438
Oakmont Coordination & AV Support $7,818
Staffing & Benefits
Marketing $126,367
Operating Expenses: $14,996

Parking $21,370
Classroom rentals $53,914
Catering
Duplication $5,225
Travel $9,316
Supplies
Recruitment costs for Coordinator position $801
Waived fees and scholarships $303
Allocations to Library & A&R $487
Total Expenses $6,516
$3,940
$362,491

$(21,799)
Deficit

School of Extended Education indirect overheads $24,420
$(46,219)
Final Deficit with SEE indirect overheads

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OLLI Funding & Expenses

OLLI Funding — 4 Year Review

Membership & Fees FY 2007-08 FY 2008-09 FY 2009-10 Budget FY 2010-11
Endowment Earnings $327,223 $289,739 $276,595 $298,965
Fundraising & Donations $53,862 $24,166 $22,414 $100,000
$88,635 $108,139 $87,750 $80,000
TOTAL FUNDING $469,720 $422,044 $386,759 $478,965

FY 2007-08 FY 2008-09 FY 2009-10 Budget FY 2010-11

$350,000 Membership & Fees
$300,000
$250,000
$200,000

$150,000

$100,000 Fundraising Donations

$50,000

Endowment Earnings

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OLLI Funding & Expenses

OLLI Expenses — 4 Year Review

Faculty FY 2007-08 FY 2008-09 FY 2009-10 Budget FY 2010-11
Operating Expenses $133,509 $113,314 $111,438 $101,920
$38,942 $16,333 $18,725 $20,730
Campus Services $106,426 $103,591 $80,509 $93,578
Marketing $25,717 $17,339 $14,996 $26,000
$185,156 $150,105 $126,367 $135,503
Staffing & Managment $51,489 $52,542 $50,287 $65,391
SSU/CSU Overhead $541,239 $453,224 $402,322 $443,122
TOTAL EXPENSES

$200,000 FY 2007-08 FY 2008-09 FY 2009-10 Budget FY 2010-11
$180,000
$160,000 Staffing/Management
$140,000
$120,000 Faculty
$100,000
$80,000 SSU/CSU Overhead
$60,000
$40,000 Operating Expenses
$20,000 Marketing

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OLLI Courses 2009-10

Osher Lifelong Learning
provides opportunities
for expanding our minds,
exploring topics we never thought
we'd be interested in, having
stimulating conversations with
our fellow members, enjoying
the presentations of wonderful
instructors, and learning for the
joy of it.

FALL 2009 at SSU Campus WINTER 2010 at Oakmont
■ A Few of My Favorite Things
■ Exploring Opera: Essentials for Appreciation
■ Economics as Rational Inquiry: Why Study Anything Else? ■ Great Cities: Capitals of Western History
■ California Criminal Justice ■ Science of Healthy Aging: Buck Institute Lecture Series
■ The Cold War Crucible and the Making of Modern America
■ Famous People in European History WINTER 2010 at Vintage House
■ The Long Hunt: Furs, Hides and American History
■ Music and Technology: A Thousand Years of Interaction ■ Espionage in the Age of Terror
■ Understanding Iran Through Film ■ Exploring Jazz: An American Music

FALL 2009 at Oakmont Spring 2010 at SSU Campus

■ Espionage in the Age of Terror ■ Afghanistan and Pakistan: Alexander to Obama
■ How Social Movements Transformed America ■ African-American Images in Film
■ The 21st Century Brain: An Ever Expanding Frontier ■ Altered States of Consciousness
■ Exploring Opera: Essentials for Appreciation
FALL 2009 at Vintage House ■ Nanotechnology: The Good, The Bad and The Ugly
■ The Examined Life
■ Evolution and Human Consciousness ■ The Spread of Islam Art
■ Silk Road to Globalization: How Trade Shapes the World ■ Tradition and Politics in Southeast Asia:
Burma, Cambodia and Vietnam
WINTER 2010 at SSU Campus
SPRING 2010 at Oakmont
■ Excellent Cadavers: A Primer on the Mafia
■ Exploring Human Potential ■ A Look at Sonoma County History
■ From Columbus to Castro: A History of the Cuban People ■ Lewis and Clark: The Making and Meaning
■ Go for Baroque of an American Journey
■ Great Cities: Cities of Intrigue
■ It’s About Time
■ Paradise Past: The South Pacific Since Magellan
■ The 21st Century Brain: An Ever Expanding Frontier

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