Nonprofit · EIN 84-1629435
MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT
Also known as MVILR
Tax-exempt · ROME, NY 13440
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $91,445 | $57,705 | $33,740 | $305,081 | $0 | $305,081 |
| June 30, 2025 | 990-EZ | $170,859 | $103,102 | $67,757 | $271,341 | $0 | $271,341 |
| June 30, 2024 | 990-EZ | $151,037 | $98,586 | $52,451 | $203,584 | $0 | $203,584 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $26,072
- Membership dues
- $40,441
- Program service revenue
- $0
- Investment income
- $20,996
- Net income from fundraising events
- $470
- Net income from sales of inventory
- -$36
- Other revenue
- $3,502
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,713
- Compensation of officers, directors and key employees
- $20,000
- Salaries, compensation and benefits (total)
- $23,105
- Printing, publications and postage
- $2,051
- Other expenses
- $21,836
- Program services (functional)
- $33,294
Balance sheet and other
- Total assets, start of year
- $271,341
- Total assets, end of year
- $305,081
- Total liabilities, end of year
- $0
- Net assets, end of year
- $305,081
- Cash, savings and investments
- $305,081
- Gross receipts
- $91,481
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Chris Sunderland | Program Coordinator | 18 | $20,000 |
| Robert Lowenstein | Board Member | 1 | $0 |
| Nancy Ketz | Board member | 1 | $0 |
| Stephen Keyser | Assistant Treasurer | 2 | $0 |
| Mary Earl | Secretary | 2 | $0 |
| Claudette Johnson | Curriculum Committee Chair | 2 | $0 |
| Linda Bloser | Board Member | 1 | $0 |
| Sidney Blatt | Board member | 1 | $0 |
| Bruce Gaska | Board Member | 1 | $0 |
| Louise Martin | President | 7 | $0 |
| Walter Johnson | Board Member | 1 | $0 |
| Judy Kahler | Board Member | 1 | $0 |
| Dawn Laguerre | Board member | 1 | $0 |
| Heater Martin | Board Member | 1 | $0 |
| Chris Reister | Treasurer | 1 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Carol Ginster | 2nd VP | 1 | $0 |
| Teresa Johnson | 1st Vice President | 1 | $0 |
| Rose Morley | Asst Secretary | 1 | $0 |
| Judith Gilbert | Board member | 1 | $0 |
| Judith Lennox | Board member | 1 | $0 |
| Ann Falvey | Board member | 1 | $0 |
| Carl Szablak | Board member | 1 | $0 |
990-EZ for the year ended June 30, 2025: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shawn Essafi | Program Coordinator | 29 | $54,662 |
| Robert Lowenstein | Board Member | 1 | $0 |
| Nancy Ketz | President | 7 | $0 |
| Ann Falvey | Board member | 1 | $0 |
| Suzanne DeLaire | Board Member | 1 | $0 |
| Stephen Keyser | Treasurer | 2 | $0 |
| Mary Earl | Secretary | 2 | $0 |
| Claudette Johnson | Curriculum Committee Chair | 1 | $0 |
| Linda Bloser | Board Member | 1 | $0 |
| Bonnie Sanderson | Nominating Committee | 1 | $0 |
| Sidney Blatt | Development Committee Chair | 1 | $0 |
| Ron Ribyat | Board Member | 1 | $0 |
| Bruce Gaska | Board Member | 1 | $0 |
| Teresa Johnson | Asst Secretary | 1 | $0 |
| Louise Martin | Asst Treasurer | 1 | $0 |
| Walter Johnson | Board Member | 1 | $0 |
| Judy Kahler | Board Member | 1 | $0 |
| Dawn Laguerre | Marketing | 3 | $0 |
| Sheila Waters | Board Member | 1 | $0 |
| Heater Martin | Board Member | 1 | $0 |
| Chris Resiter | Board Member | 1 | $0 |
| Carol Ginster | 2nd VP | 1 | $0 |
990-EZ for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Shawn Essafi | Program Coordinator | 26 | $53,400 |
| Robert Lowenstein | 1st VP | 2 | $0 |
| Nancy Ketz | President | 5 | $0 |
| Ann Falvey | 2nd V.P. | 1 | $0 |
| Suzanne DeLaire | Board Member | 1 | $0 |
| Stephen Keyser | Treasurer | 2 | $0 |
| Mary Earl | Secretary | 2 | $0 |
| Claudette Johnson | Curriculum Committee Chair | 2 | $0 |
| Linda Bloser | Board Member | 1 | $0 |
| Bonnie Sanderson | Nominating Committee | 1 | $0 |
| Sidney Blatt | Development Committee Chair | 1 | $0 |
| Mary Ann Recor | Board Member | 1 | $0 |
| Ron Ribyat | Board Member | 1 | $0 |
| Bruce Gaska | Board Member | 1 | $0 |
| Teresa Johnson | Asst Secretary | 1 | $0 |
| Louise Martin | Asst Treasurer | 1 | $0 |
| Deborah Favata | Board Member | 1 | $0 |
| Walter Johnson | Board Member | 1 | $0 |
| Judy Kahler | Board Member | 1 | $0 |
| Dawn Laguerre | Marketing | 2 | $0 |
| Sheila Waters | Board Member | 1 | $0 |
| Heater Martin | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 FLOYD AVE, ROME, NY 13440-4636
- In care of
- % STEPHEN KEYSER
- Signed the 990-EZ
- Stephen Keyser, Treasurer
- Phone
- (315) 868-0888
- Website
- mvcc.edu/mvilr
Mission
MVILR provides accessible lifelong-learning, educational, cultural, social, and wellness opportunities for older adults in the Mohawk Valley. Programs are primarily developed and led by volunteer facilitators and include courses, lectures, workshops, special programs, and community events. Selected programs are also offered to the broader public in furtherance of MVILR's educational and community-service mission.
Program accomplishments
- MVILR provided educational, cultural, social, and wellness programming for older adults throughout the Mohawk Valley. Programming included volunteer-led courses during the fall, winter, and spring semesters; a four-day summer learning program; guest speakers; music and arts programming; health and wellness presentations; and educational programs offered both on and off campus. MVILR also provided programs and special events open to the broader community and collaborated with area nonprofit, educational, cultural, health, and community organizations. During Fall 2026 alone, MVILR offered 53 courses led by 43 facilitators, representing more than 350 hours of scheduled programming. Additional activities included Music Mondays, a weekly Special Speakers series, health-related programming, community events, and the annual Open House and Senior Showcase connecting older adults with local organizations and services.Expenses $33,294 · grants $26,072
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-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 84-1629435
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B60)
- Assets (IRS master file)
- $305,081
- Income (IRS master file)
- $91,481
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $91,445 | $57,705 | $305,081 | XML |
| 990-EZ | June 2025 | $170,859 | $103,102 | $271,341 | XML |
| 990-EZ | June 2024 | $151,037 | $98,586 | $203,584 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | 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 84-1629435).
Questions about MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT
- What is the EIN of MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT?
- The employer identification number (EIN) of MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT is 84-1629435.
- Is MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT 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 MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT 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 MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who are the officers and directors of MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT?
- The 990-EZ for the year ended June 30, 2026 lists 22 people; 1 received compensation from the organization, the highest $20,000 (Chris Sunderland, Program Coordinator).
- How much revenue does MOHAWK VALLEY INSTITUTE FOR LEARNING IN RETIREMENT have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $91,445, expenses of $57,705 and total assets of $305,081 at year end.
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