Nonprofit · EIN 83-2772468
INSTITUTE FOR EDUCATION IN RETIREMENT INC
Tax-exempt · NEW YORK, NY 10156
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $139,277 | $91,952 | $47,325 | $1,503,267 | $0 | $1,503,267 |
| June 30, 2025 | 990 | $121,396 | $69,542 | $51,854 | $1,316,170 | $0 | $1,316,170 |
| June 30, 2024 | 990 | $127,722 | $74,328 | $53,394 | $1,174,243 | $0 | $1,174,243 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $105,094
- Program service revenue
- $0
- Investment income
- $34,183
- Net gain from sales of assets
- $2,360
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $15,470
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,711
- Program services (functional)
- $68,550
- Management and general (functional)
- $19,727
- Fundraising (functional)
- $3,675
Balance sheet and other
- Total assets, start of year
- $1,316,170
- Total assets, end of year
- $1,503,267
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,503,267
- Publicly traded securities
- $1,358,235
- Net assets without donor restrictions
- $961,107
- Net assets with donor restrictions
- $542,160
- Gross receipts
- $145,317
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2018
- 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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ruth Mackaman | President Trustee or director, Officer | 1 | $0 |
| Patrick Siconolfi | Vice President and Treasurer Trustee or director, Officer | 1 | $0 |
| Lynn Brenner | Secretary Trustee or director, Officer | 1 | $0 |
| Linda Anstendig | Exec Comm Member at Large Trustee or director, Officer | 1 | $0 |
| Randolph Ross | Executive Committee at large Trustee or director, Officer | 1 | $0 |
| Jan Adler | Board Member Trustee or director | 1 | $0 |
| Edward Brill | Board Member Trustee or director | 1 | $0 |
| Elizabeth Dalton | Board Member Trustee or director | 1 | $0 |
| Susan Herman | Board Member Trustee or director | 1 | $0 |
| carolyn Preiss | Board Member Trustee or director | 1 | $0 |
| Betsy Taleporos | Board Member Trustee or director | 1 | $0 |
| Suzanne Yellin | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ruth Mackaman | President Trustee or director, Officer | 1 | $0 |
| Patrick Siconolfi | Vice President and Treasurer Trustee or director, Officer | 1 | $0 |
| Lynn Brenner | Secretary Trustee or director, Officer | 1 | $0 |
| Linda Anstendig | Exec Comm Member at Large Trustee or director, Officer | 1 | $0 |
| Jay Adler | Board Member Trustee or director | 1 | $0 |
| Edward Brill | Board Member Trustee or director | 1 | $0 |
| Robert Cohn | Board Member Trustee or director | 1 | $0 |
| Elizabeth Dalton | Board Member Trustee or director | 1 | $0 |
| Susan Herman | Board Member Trustee or director | 1 | $0 |
| Leslie Herrmann | Board Member Trustee or director | 1 | $0 |
| Carolyn Preiss | Board Member Trustee or director | 1 | $0 |
| Judith Siegel | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara Marwell | President - Thru May'24 Trustee or director, Officer | 1 | $0 |
| Ruth Mackaman | Secretary/President-Beg May'24 Trustee or director, Officer | 1 | $0 |
| Michael Kessler | VP - Thru May'24 Trustee or director, Officer | 1 | $0 |
| Patrick Siconolfi | Treasurer Trustee or director, Officer | 1 | $0 |
| Judith Siegel | Board Mem/Secretary Beg May'24 Trustee or director, Officer | 1 | $0 |
| Bruce Smith | Board Member - Thru May'24 Trustee or director | 1 | $0 |
| Jay Adler | Board Member - Thru May'24 Trustee or director | 1 | $0 |
| Charles Brecher | Board Member Trustee or director | 1 | $0 |
| Robert Cohen | Board Member Trustee or director | 1 | $0 |
| Lesley Herrmann | Board Member Trustee or director | 1 | $0 |
| Maury Harris | Board Member Trustee or director | 1 | $0 |
| Judith Monson | Board Member Trustee or director | 1 | $0 |
| Linda Astendig | Board Member - Beg May'24 Trustee or director | 1 | $0 |
| Lynn Brenner | Board Member - Beg May'24 Trustee or director | 1 | $0 |
| Edward Brill | Board Member - Beg May'24 Trustee or director | 1 | $0 |
| Elizabeth Dalton | Board Member - Beg May'24 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1779, NEW YORK, NY 10156-1779
- In care of
- % PATRICK SICONOLFI
- Mailing address (990-N for 2018)
- 47 east 88th street apt 13D, New York NY 10128
- Principal officer (990 for 2025)
- ruth Mackaman, PO Box 1779, New York, NY 101561779
- Principal officer (990-N for 2018)
- Colette Siegel, 47 east 88th street apt 13D, New York NY 10128
- Signed the 990
- ruth Mackaman, President
- Phone
- (212) 218-5549
- Return prepared by
- WithumSmithBrown PC
Mission
THE INSTITUTE FOR EDUCATION IN RETIREMENT, INC. (IER) IS A NEW YORK NON-PROFIT, TAX EXEMPT 501(C)(3) CORPORATION DEDICATED TO SUPPORTING INTELLECTUALLY CHALLENGING PEER LEARNING AND COMMUNITY ENGAGEMENT OPPORTUNITIES TO THE POST-CAREER COMMUNITY OF THE NEW YORK METROPOLITAN AREA THROUGH ACTIVITIES SUCH AS ONSITE PEER-TO-PEER STUDY GROUPS, FREE PUBLIC LECTURES, AND FREE ONLINE CLASSES FOR HOMEBOUND OLDER ADULTS.
Program accomplishments
- The Institute for Education in Retirement, Inc.'s (IER) major focus since the summer of 2019 has been supporting the Lifelong Peer Learning Program (LP2) at the Graduate Center of the City University of New York (CUNY) which serves the New York Metropolitan Area. Founded in 1962 as the Institute for Retired Professionals at the New School for Social Research, LP2 is the oldest Lifelong Peer Learning Group in the nation. It moved to the CUNY Graduate Center in the summer of 2019. LP2 is based on a model of adult continuing education known as peer learning. LP2 members from various backgrounds share the responsibility for designing, teaching, and participating in weekly noncredit study groups that mirror the content and structure of college courses. Learning at LP2 is both an intellectual and social experience, where common interests provide a foundation for new friendships. IER supports a number of programs at LP2, including free public lectures that bring some of the nation's top intellectuals in the arts and sciences to attendees in person or via Zoom, online classes for homebound older adults, and group art shows. These programs serve the growing retired and semi-retired community of the New York Metropolitan Area with the opportunity to keep intellectually engaged and give back to the community. IER also provides scholarships for those LP2 members in need.Expenses $68,550 · grants $15,470
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 83-2772468
- 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 (B12)
- Assets (IRS master file)
- $1,503,267
- Income (IRS master file)
- $145,317
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $139,277 | $91,952 | $1,503,267 | XML |
| 990 | June 2025 | $121,396 | $69,542 | $1,316,170 | XML |
| 990 | June 2024 | $127,722 | $74,328 | $1,174,243 | XML |
| 990 | June 2023 | $167,422 | $96,067 | $1,042,346 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Colette Siegel | November 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-2772468).
Questions about INSTITUTE FOR EDUCATION IN RETIREMENT INC
- What is the EIN of INSTITUTE FOR EDUCATION IN RETIREMENT INC?
- The employer identification number (EIN) of INSTITUTE FOR EDUCATION IN RETIREMENT INC is 83-2772468.
- Is INSTITUTE FOR EDUCATION IN RETIREMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to INSTITUTE FOR EDUCATION IN RETIREMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INSTITUTE FOR EDUCATION IN RETIREMENT 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 INSTITUTE FOR EDUCATION IN RETIREMENT INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSTITUTE FOR EDUCATION IN RETIREMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of INSTITUTE FOR EDUCATION IN RETIREMENT INC?
- The 990 for the year ended June 30, 2026 names ruth Mackaman.
- Who are the officers and directors of INSTITUTE FOR EDUCATION IN RETIREMENT INC?
- The 990 for the year ended June 30, 2026 lists 12 people; 0 received compensation from the organization.
- How much revenue does INSTITUTE FOR EDUCATION IN RETIREMENT INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $139,277, expenses of $91,952 and total assets of $1,503,267 at year end.
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