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Institute For Education In Retirement Inc

  • New York, NY
  • Tax-exempt since Aug. 2019
  • EIN: 83-2772468

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$121k (2025)

Expenses
$69.5k (2025)

Total Assets
$1.32M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2020 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$121,396
Expenses
$69,542
Net Income
$51,854
Net Assets
$1,316,170
Notable Sources of Revenue Percent of Total Revenue
Contributions $92,310
76.0%
Program Services $0
Investment Income $29,086
24.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,316,170
Total Liabilities $0
Net Assets $1,316,170
Compensation
Key Employees and Officers Compensation Related Other
Ruth Mackaman (President) $0 $0 $0
Patrick Siconolfi (Vice President And Treasurer) $0 $0 $0
Lynn Brenner (Secretary) $0 $0 $0
Linda Anstendig (Exec Comm Member At Large) $0 $0 $0
Jay Adler (Board Member) $0 $0 $0
Edward Brill (Board Member) $0 $0 $0
Robert Cohn (Board Member) $0 $0 $0
Elizabeth Dalton (Board Member) $0 $0 $0
Susan Herman (Board Member) $0 $0 $0
Leslie Herrmann (Board Member) $0 $0 $0
Carolyn Preiss (Board Member) $0 $0 $0
Judith Siegel (Board Member) $0 $0 $0
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Document Links

990
Filed on Sept. 29, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$127,722
Expenses
$74,328
Net Income
$53,394
Net Assets
$1,174,243
Notable Sources of Revenue Percent of Total Revenue
Contributions $74,230
58.1%
Program Services $0
Investment Income $53,492
41.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,174,243
Total Liabilities $0
Net Assets $1,174,243
Compensation
Key Employees and Officers Compensation Related Other
Barbara Marwell (President Thru May'24) $0 $0 $0
Ruth Mackaman (Secretary/President Beg May'24) $0 $0 $0
Michael Kessler (Vp Thru May'24) $0 $0 $0
Patrick Siconolfi (Treasurer) $0 $0 $0
Judith Siegel (Board Mem/Secretary Beg May'24) $0 $0 $0
Bruce Smith (Board Member Thru May'24) $0 $0 $0
Jay Adler (Board Member Thru May'24) $0 $0 $0
Charles Brecher (Board Member) $0 $0 $0
Robert Cohen (Board Member) $0 $0 $0
Lesley Herrmann (Board Member) $0 $0 $0
Maury Harris (Board Member) $0 $0 $0
Judith Monson (Board Member) $0 $0 $0
Linda Astendig (Board Member Beg May'24) $0 $0 $0
Lynn Brenner (Board Member Beg May'24) $0 $0 $0
Edward Brill (Board Member Beg May'24) $0 $0 $0
Elizabeth Dalton (Board Member Beg May'24) $0 $0 $0
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Document Links

990
Filed on Oct. 30, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$167,422
Expenses
$96,067
Net Income
$71,355
Net Assets
$1,042,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $165,122
98.6%
Program Services $0
Investment Income $2,300
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,042,346
Total Liabilities $0
Net Assets $1,042,346
Compensation
Key Employees and Officers Compensation Related Other
Barbara Marwell (Chairperson And President) $0 $0 $0
Michael Kessler (Vice Chairperson And Vp) $0 $0 $0
Patrick Siconolfi (Treasurer) $0 $0 $0
Ruth Macaman (Secretary) $0 $0 $0
Jan Adler (Board Member) $0 $0 $0
Chuck Brecher (Board Member) $0 $0 $0
Bob Cohn (Board Member) $0 $0 $0
Maury Harris (Board Member) $0 $0 $0
Lesley Herrmann (Board Member) $0 $0 $0
Judith Monson (Board Member) $0 $0 $0
Judy Siegel (Board Member) $0 $0 $0
Bruce Smith (Board Member) $0 $0 $0
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Document Links

990
Filed on Nov. 7, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,348
Expenses
$36,969
Net Income
$45,379
Net Assets
$898,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,975
95.9%
Program Services $0
Investment Income $3,373
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $898,825
Total Liabilities $0
Net Assets $898,825
Compensation
Key Employees and Officers Compensation Related Other
Barbara Marwell (President) $0 $0 $0
Michael Kessler (Vice President) $0 $0 $0
Judith Monson (Treasurer) $0 $0 $0
Maury Marris (Secretary) $0 $0 $0
Susan Rauch (Trustee) $0 $0 $0
Barry Bryer (Trustee) $0 $0 $0
Jan Adler (Trustee) $0 $0 $0
Micky Josephs (Trustee) $0 $0 $0
Bruce Smith (Trustee) $0 $0 $0
Colette Siegel (Trustee) $0 $0 $0
Patrick Siconolfi (Trustee) $0 $0 $0
John Brecher (Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,133
Expenses
$15,102
Net Income
$58,031
Net Assets
$984,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $73,133
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $984,961
Total Liabilities $0
Net Assets $984,961
Compensation
Key Employees and Officers Compensation Related Other
Harold Berkowitz (President) $0 $0 $0
Eileen Sulivan (First Vice President) $0 $0 $0
Miriam Lawrence (Vp, Academic Affairs) $0 $0 $0
Bernard Belkin (Vp, Legal Affairs) $0 $0 $0
Colette Siegel (Treasurer) $0 $0 $0
Michelle Harris (Secretary) $0 $0 $0
Barry Cooper (Trustee) $0 $0 $0
Jane Case Einbender (Trustee) $0 $0 $0
Carol Groneman (Trustee) $0 $0 $0
Michael Hill (Trustee) $0 $0 $0
Miriam Josephs (Trustee) $0 $0 $0
Dick Kossoff (Trustee) $0 $0 $0
Arlene Le Schack (Trustee) $0 $0 $0
Barbara Marwell (Trustee) $0 $0 $0
Greg Mc Caslin (Trustee) $0 $0 $0
Carolyn Preiss (Trustee) $0 $0 $0
Susan Rauch (Trustee) $0 $0 $0
Michael Shapiro (Trustee) $0 $0 $0
Arlene Spiller (Trustee) $0 $0 $0
Ken Witty (Trustee) $0 $0 $0
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Document Links

990
Filed on March 22, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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