Mohawk Valley Institute for Learning in Retirement

Nonprofit profile at a glance

EIN
841629435
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025
Location
Rome, NY, USA
Phone
3158680888
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Adult, Continuing Education

Reported finances

Revenue
$91,445
Expenses
$57,705
Assets
$305,081
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

22 people listed

Executive titles in this filing

  • Louise Martin (President)
  • Teresa Johnson (1st Vice President)

People named in this filing

  • Robert Lowenstein (Board Member)
  • Nancy Ketz (Board member)
  • Stephen Keyser (Assistant Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

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.

What it reported doing in 2025

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.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Hybrid. The nonprofit split its reported program spending across 68% for direct work, and 32% for member benefits.

The verdict

SUPPORTED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 51%; rating input score 51
  • Program expense ratio: 57.7%; rating input score 58

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 36.9%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 5.29; rating input score 84; 84th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 34.7%; rating input score 5; 5th percentile among comparable filings

Growth

  • Program expense growth: 8.3% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: 2.1% per year; rating input score 100; 58th percentile among comparable filings
  • Asset growth: 9.1% per year; rating input score 100; 68th percentile among comparable filings

Details

  • Where the money goes: 51% of revenue deployed · 57.7% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $33K in reported program spending
  • Leadership: top reported pay $0 · 22 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 10 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 51/100.
  • Review — Financial Efficiency: Program expense ratio scored 58/100.
  • High — Sustainability: Officer compensation ratio scored 5/100.