Nonprofit · EIN 33-0088906
MCKENZIE INSTITUTE INC
Tax-exempt · SYRACUSE, NY 13204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,694,392 | $1,881,302 | -$186,910 | $1,938,206 | $194,115 | $1,744,091 |
| December 31, 2024 | 990 | $1,840,866 | $1,898,360 | -$57,494 | $2,052,173 | $287,563 | $1,764,610 |
| December 31, 2023 | 990 | $2,086,327 | $1,968,229 | $118,098 | $2,113,532 | $291,428 | $1,822,104 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $41,710
- Membership dues
- $41,710
- Program service revenue
- $1,611,603
- Investment income
- $41,079
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $54,012
- Other salaries and wages
- $272,918
- Salaries, compensation and benefits (total)
- $347,532
- Professional fundraising fees
- $0
- Legal fees
- $13,203
- Occupancy
- $4,235
- Travel
- $12,482
- Depreciation
- $23,756
- Program services (functional)
- $1,314,507
- Management and general (functional)
- $566,795
Balance sheet and other
- Total assets, start of year
- $2,052,173
- Total assets, end of year
- $1,938,206
- Total liabilities, end of year
- $194,115
- Net assets, end of year
- $1,744,091
- Land, buildings and equipment
- $92,196
- Publicly traded securities
- $1,614,037
- Net assets without donor restrictions
- $1,744,091
- Gross receipts
- $1,694,392
- Employees
- 4
- Year formed
- 1989
- State of legal domicile
- NY
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACEY A LYON | EXECUTIVE DI Officer | 40 | $112,810 |
| MARGAUX LOJACONO | DIRECTOR Trustee or director | – | $0 |
| CHRISTOPHER PLASTARAS MD | DIRECTOR Trustee or director | – | $0 |
| VIKAS AGARWAL MD | DIRECTOR Trustee or director | – | $0 |
| JULIE MARLEY PT DIP MDT | SECRETARY Trustee or director, Officer | – | $0 |
| RONALD SCHENK PT PHD CERT MDT | CHAIRMAN Trustee or director, Officer | – | $0 |
| THOMAS WALSH PT PHDOCSDIP MDT | DIRECTOR Trustee or director | – | $0 |
| ROBERT MEDCALF | TREASURER Trustee or director, Officer | – | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGAUX LOJACONO | DIRECTOR Trustee or director | – | $0 |
| CHRISTOPHER PLASTARAS MD | DIRECTOR Trustee or director | – | $0 |
| VIKAS AGARWAL MD | DIRECTOR Trustee or director | – | $0 |
| JULIE MARLEY PT DIP MDT | SECRETARY Trustee or director, Officer | – | $0 |
| RONALD SCHENK PT PHD CERT MDT | CHAIRMAN Trustee or director, Officer | – | $0 |
| THOMAS WALSH PT PHDOCSDIP MDT | DIRECTOR Trustee or director | – | $0 |
| ROBERT MEDCALF | TREASURER Trustee or director, Officer | – | $0 |
| STACEY A LYON | EXECUTIVE DI Officer | – | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGAUX LOJACONO | DIRECTOR Trustee or director | – | $0 |
| CHRISTOPHER PLASTARAS MD | DIRECTOR Trustee or director | – | $0 |
| VIKAS AGARWAL MD | DIRECTOR Trustee or director | – | $0 |
| JULIE MARLEY PT DIP MDT | SECRETARY Trustee or director, Officer | – | $0 |
| RONALD SCHENK PT PHD CERT MDT | CHAIRMAN Trustee or director, Officer | – | $0 |
| THOMAS WALSH PT PHDOCSDIP MDT | DIRECTOR Trustee or director | – | $0 |
| ROBERT MEDCALF | TREASURER Trustee or director, Officer | – | $0 |
| STACEY A LYON | EXECUTIVE DI Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 432 N FRANKLIN ST STE 40, SYRACUSE, NY 13204-1559
- Principal officer (990 for 2025)
- STACEY A LYON, 432 N FRANKLIN STREET STE 40, SYRACUSE, NY 13204
- Signed the 990
- STACEY A LYON, EXECUTIVE DIRECTOR
- Phone
- (315) 471-7612
- Return prepared by
- CUOMO WINTERS & SCHMIDT CPAS PLLC
Mission
THE MCKENZIE INSTITUTE, INC.SPONSORS SEMINARS AROUND THE UNITED STATES TO EDUCATE PHYSICAL THERAPISTS, THE MEDICAL PROFESSION, AND THE GENERAL PUBLIC IN THE CONCEPTS, BENEFITS, AND PRINCIPLES OF MECHANICAL THERAPY AND TREATMENT OF MECHANICAL DISORDERS.
Program accomplishments
- THE ORGANIZATION HAS JUST ONE PURPOSE, SPONSORING SEMINARS AROUND THE U.S.TO EDUCATE PRACTITIONERS IN SPINAL MECHANICAL THERAPY AND TREATMENT. THE ORGANIZATION SUCCESSFULLY ACHIEVED THAT EXEMPT PURPOSE.Expenses $1,314,507 · grants $54,012
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0088906
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,938,206
- Income (IRS master file)
- $1,694,392
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,694,392 | $1,881,302 | $1,938,206 | XML |
| 990 | December 2024 | $1,840,866 | $1,898,360 | $2,052,173 | XML |
| 990 | December 2023 | $2,086,327 | $1,968,229 | $2,113,532 | XML |
| 990 | December 2022 | $1,635,507 | $1,718,664 | $2,178,526 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 33-0088906).
Questions about MCKENZIE INSTITUTE INC
- What is the EIN of MCKENZIE INSTITUTE INC?
- The employer identification number (EIN) of MCKENZIE INSTITUTE INC is 33-0088906.
- Is MCKENZIE INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to MCKENZIE INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MCKENZIE INSTITUTE INC 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 MCKENZIE INSTITUTE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MCKENZIE INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MCKENZIE INSTITUTE INC?
- The 990 for the year ended December 31, 2025 names STACEY A LYON.
- Who are the officers and directors of MCKENZIE INSTITUTE INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $112,810 (STACEY A LYON, EXECUTIVE DI).
- How much revenue does MCKENZIE INSTITUTE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,694,392, expenses of $1,881,302 and total assets of $1,938,206 at year end.
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