Civic Intelligence

The Mckenzie Institute Inc

EIN 33-0088906 • 501(c)3 • Syracuse, NY

Profile

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.

432 N Franklin Street Ste 40Syracuse, NY 13204-1491

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.10x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

57th percentile

0.11x

Higher debt load relative to revenue than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

21st percentile

-11%

Higher net margin than 21% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

72nd percentile

$112,810

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

23rd percentile

-5.6%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

25th percentile

-8.0%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$1,938,206

Down $113,967 (-5.6%) from 2024

Liabilities

Down

$194,115

Down $93,448 (-32%) from 2024

Net Assets

Down

$1,744,091

Down $20,519 (-1.2%) from 2024

Revenue

Down

$1,694,392

Down $146,474 (-8.0%) from 2024

Expenses

Down

$1,881,302

Down $17,058 (-0.9%) from 2024

Net Income

Down

-$186,910

Down $129,416 (-225%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $1,034,448Liabilities 2010: $222,225Net Assets 2010: $812,2232010Assets 2011: $1,331,854Liabilities 2011: $341,231Net Assets 2011: $990,6232011Assets 2012: $1,425,609Liabilities 2012: $229,327Net Assets 2012: $1,196,2822012Assets 2013: $1,588,920Liabilities 2013: $245,317Net Assets 2013: $1,343,6032013Assets 2014: $1,622,186Liabilities 2014: $236,819Net Assets 2014: $1,385,3672014Assets 2015: $1,757,926Liabilities 2015: $375,136Net Assets 2015: $1,382,7902015Assets 2016: $1,823,083Liabilities 2016: $406,167Net Assets 2016: $1,416,9162016Assets 2017: $1,987,744Liabilities 2017: $432,749Net Assets 2017: $1,554,9952017Assets 2018: $1,867,553Liabilities 2018: $411,449Net Assets 2018: $1,456,1042018Assets 2019: $2,152,891Liabilities 2019: $424,706Net Assets 2019: $1,728,1852019Assets 2020: $1,819,881Liabilities 2020: $44,788Net Assets 2020: $1,775,0932020Assets 2021: $1,986,734Liabilities 2021: $199,571Net Assets 2021: $1,787,1632021Assets 2022: $2,178,526Liabilities 2022: $474,520Net Assets 2022: $1,704,0062022Assets 2023: $2,113,532Liabilities 2023: $291,428Net Assets 2023: $1,822,1042023Assets 2024: $2,052,173Liabilities 2024: $287,563Net Assets 2024: $1,764,6102024Assets 2025: $1,938,206Liabilities 2025: $194,115Net Assets 2025: $1,744,0912025

Highlighted filing

2025

Assets$1,938,206
Liabilities$194,115
Net Assets$1,744,091

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,474,9492010Expenses 2011: $1,787,4152011Expenses 2012: $1,724,4982012Revenue 2013: $2,161,525Expenses 2013: $2,014,204Net Income 2013: $147,3212013Revenue 2014: $1,994,935Expenses 2014: $1,953,171Net Income 2014: $41,7642014Revenue 2015: $2,062,343Expenses 2015: $2,064,920Net Income 2015: -$2,5772015Revenue 2016: $2,375,512Expenses 2016: $2,341,386Net Income 2016: $34,1262016Revenue 2017: $2,631,428Expenses 2017: $2,493,349Net Income 2017: $138,0792017Revenue 2018: $2,347,235Expenses 2018: $2,446,126Net Income 2018: -$98,8912018Revenue 2019: $2,823,359Expenses 2019: $2,551,278Net Income 2019: $272,0812019Revenue 2020: $1,345,275Expenses 2020: $1,298,367Net Income 2020: $46,9082020Revenue 2021: $1,311,462Expenses 2021: $1,299,392Net Income 2021: $12,0702021Revenue 2022: $1,635,507Expenses 2022: $1,718,664Net Income 2022: -$83,1572022Revenue 2023: $2,086,327Expenses 2023: $1,968,229Net Income 2023: $118,0982023Revenue 2024: $1,840,866Expenses 2024: $1,898,360Net Income 2024: -$57,4942024Revenue 2025: $1,694,392Expenses 2025: $1,881,302Net Income 2025: -$186,9102025

Highlighted filing

2025

Revenue$1,694,392
Expenses$1,881,302
Net Income-$186,910

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.94$0.19$1.74$1.69$1.88$0.19
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.29$1.76$1.84$1.90$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.29$1.82$2.09$1.97$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.47$1.70$1.64$1.72$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.20$1.79$1.31$1.30$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.82$0.04$1.78$1.35$1.30$0.05
2019Detailed filing. Detailed filing data is available for this year.$2.15$0.42$1.73$2.82$2.55$0.27
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.41$1.46$2.35$2.45$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.99$0.43$1.55$2.63$2.49$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.41$1.42$2.38$2.34$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.76$0.38$1.38$2.06$2.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.24$1.39$1.99$1.95$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.25$1.34$2.16$2.01$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.23$1.20$1.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.34$0.99$1.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.22$0.81$1.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 7, 2026
Return Version
2025v4.0
Gross Receipts
$1,694,392
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,719,112$1,614,037▼ $105,075
Cash and Non-Interest-Bearing Accounts$196,819$217,177▲ $20,358
Land, Buildings, and Equipment, Net$115,952$92,196▼ $23,756
Accounts Receivable$14,270$9,765▼ $4,505
Prepaid Expenses and Deferred Charges$6,020$5,031▼ $989
Total Assets$2,052,173$1,938,206▼ $113,967
Liabilities
Deferred Revenue$171,611$93,066▼ $78,545
Other Liabilities$115,952$92,786▼ $23,166
Accounts Payable and Accrued Expenses-$8,263-
Total Liabilities$287,563$194,115▼ $93,448
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,764,610$1,744,091▼ $20,519
Total Net Assets Fund Balance$1,764,610$1,744,091▼ $20,519
Total Liabilities and Net Assets / Fund Balance$2,052,173$1,938,206▼ $113,967

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$92,196$255,980-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Stacey a LyonExecutive DiFT$112,810$112,810
Revenue and Support

Revenue Composition

Contributions and Grants
$41,710
Program Service Revenue
$1,611,603
Investment Income
$41,079
Other Revenue
$0
Change in Net Assets
$-186,910

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,694,392
Total Revenue per Audited Statements
$1,694,392
Total Revenue per Form 990
$1,694,392
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,479,758
Salaries, Compensation, and Employee Benefits$347,532
Grants and Similar Amounts Paid$54,012
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$272,918-$272,918
Royalties$266,462--$266,462
All Other Expenses$76,957$84,559-$161,516
Advertising$98,319--$98,319
Foreign Grants$54,012--$54,012
Other Employee Benefits-$44,373-$44,373
Other Expenses$43,250--$43,250
Information Technology-$36,369-$36,369
Fees for Services Other-$29,379-$29,379
Depreciation Depletion-$23,756-$23,756
Payroll Taxes-$22,183-$22,183
Fees for Services Legal-$13,203-$13,203
Travel-$12,482-$12,482
Office Expenses$7,489$2,639-$10,128
Pension Plan Contributions-$8,058-$8,058
Insurance-$7,370-$7,370
Interest-$5,271-$5,271
Occupancy-$4,235-$4,235
Total Functional Expenses$1,314,507$566,795$0$1,881,302

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,881,302
Total Expenses per Audited Statements$1,881,302
Total Expenses per Form 990$1,881,302
International Activity

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease$92,786
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Board of directors makes appointment decisions

Form 990, Page 6, Part VI, Line 7B

Approved by members of the board

Form 990, Page 6, Part VI, Line 11B

Reviewed in detail with exec director.

Form 990, Page 6, Part VI, Line 12C

Monitored by executive director.

Form 990, Page 6, Part VI, Line 15A

Committee of board reviews exec director comp. Qualitative review as well as comparable data.

Form 990, Page 6, Part VI, Line 15B

Committee of board reviews exec director comp. Qualitative review as well as comparable data.

Form 990, Page 6, Part VI, Line 19

Available upon requst directly from organization.

Filing and Contact Details

Filer

Filer Name
The Mckenzie Institute Inc
EIN
33-0088906
Phone
3154717612
Address
432 N FRANKLIN STREET STE 40, SYRACUSE, NY 13204-1491

Signing Officer

Name
Stacey a Lyon
Title
Executive Director
Phone
3154717612
Signed
2026-02-07

Organization Details

Principal Officer
Stacey a Lyon
Formed
1989
Legal Domicile
Ny
Voting Board Members
8
Independent Board Members
8
Employees
4

Preparer

Firm
Cuomo Winters & Schmidt Cpas Pllc
Address
6315 FLY RD STE 108, EAST SYRACUSE, NY 13057-9316
Preparer
Mark a Schmidt CPA Cva
Phone
3154710465
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S 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.

Financial Statement Notes

Schedule D, Page 3, Part X

On january 1, 2008, the organization adopted the provisions of fasb interpretation no. 48, accounting for uncertainty in income taxes (fin 48). Fin 48 requires that a tax position be recognized or derecognized based on a "more-likely-than-not" threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of fin 48 had no impact on the organization's statement of financial position or statement of activities. The organization does not believe its financial statements include (or reflect) any uncertain tax positions. The tax returns for the years 2023 through 2025 are open to examination.

Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08263
IRS990/AccountsReceivableGrp/BOYAmt014270
IRS990/AccountsReceivableGrp/EOYAmt09765
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ProgramServicesAmt098319
IRS990/AdvertisingGrp/TotalAmt098319
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt084559
IRS990/AllOtherExpensesGrp/ProgramServicesAmt076957
IRS990/AllOtherExpensesGrp/TotalAmt0161516
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0STACEY A LYON
IRS990/BooksInCareOfDetail/PhoneNum03154717612
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0432 N FRANKLIN STREET STE 40
IRS990/BooksInCareOfDetail/USAddress/CityNm0SYRACUSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd013204
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0196819
IRS990/CashNonInterestBearingGrp/EOYAmt0217177
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt041710
IRS990/CYGrantsAndSimilarPaidAmt054012
IRS990/CYInvestmentIncomeAmt041079
IRS990/CYOtherExpensesAmt01479758
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01611603
IRS990/CYRevenuesLessExpensesAmt0-186910
IRS990/CYSalariesCompEmpBnftPaidAmt0347532
IRS990/CYTotalExpensesAmt01881302
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01694392
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0171611
IRS990/DeferredRevenueGrp/EOYAmt093066
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt023756
IRS990/DepreciationDepletionGrp/TotalAmt023756
IRS990/Desc0THE 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01314507
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013203
IRS990/FeesForServicesLegalGrp/TotalAmt013203
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt029379
IRS990/FeesForServicesOtherGrp/TotalAmt029379
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt054012
IRS990/ForeignGrantsGrp/TotalAmt054012
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0STACEY A LYON
IRS990/Form990PartVIISectionAGrp/PersonNm1MARGAUX LOJACONO
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER PLASTARAS MD
IRS990/Form990PartVIISectionAGrp/PersonNm3VIKAS AGARWAL MD
IRS990/Form990PartVIISectionAGrp/PersonNm4JULIE MARLEY PT DIP MDT
IRS990/Form990PartVIISectionAGrp/PersonNm5RONALD SCHENK PT PHD CERT MDT
IRS990/Form990PartVIISectionAGrp/PersonNm6THOMAS WALSH PT PHDOCSDIP MDT
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT MEDCALF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0112810
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt054012
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01694392
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt036369
IRS990/InformationTechnologyGrp/TotalAmt036369
IRS990/InsuranceGrp/ManagementAndGeneralAmt07370
IRS990/InsuranceGrp/TotalAmt07370
IRS990/InterestGrp/ManagementAndGeneralAmt05271
IRS990/InterestGrp/TotalAmt05271
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt041079
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041079
IRS990/InvestmentInJointVentureInd0true
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01719112
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01614037
IRS990/IRPDocumentCnt031
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0255980
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0115952
IRS990/LandBldgEquipBasisNetGrp/EOYAmt092196
IRS990/LandBldgEquipCostOrOtherBssAmt0348176
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt041710
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt01764610
IRS990/NetAssetsOrFundBalancesEOYAmt01744091
IRS990/NetUnrlzdGainsLossesInvstAmt0166391
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01764610
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01744091
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt04235
IRS990/OccupancyGrp/TotalAmt04235
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02639
IRS990/OfficeExpensesGrp/ProgramServicesAmt07489
IRS990/OfficeExpensesGrp/TotalAmt010128
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt044373
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044373
IRS990/OtherExpensesGrp/Desc0INSTRUCTOR EXPENSES
IRS990/OtherExpensesGrp/Desc1COURSE SUPPLIES
IRS990/OtherExpensesGrp/Desc2COURSE CATERING
IRS990/OtherExpensesGrp/Desc3CREDIT CARD FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0641355
IRS990/OtherExpensesGrp/ProgramServicesAmt170489
IRS990/OtherExpensesGrp/ProgramServicesAmt256174
IRS990/OtherExpensesGrp/ProgramServicesAmt343250
IRS990/OtherExpensesGrp/TotalAmt0641355
IRS990/OtherExpensesGrp/TotalAmt170489
IRS990/OtherExpensesGrp/TotalAmt256174
IRS990/OtherExpensesGrp/TotalAmt343250
IRS990/OtherLiabilitiesGrp/BOYAmt0115952
IRS990/OtherLiabilitiesGrp/EOYAmt092786
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0272918
IRS990/OtherSalariesAndWagesGrp/TotalAmt0272918
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022183
IRS990/PayrollTaxesGrp/TotalAmt022183
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08058
IRS990/PensionPlanContributionsGrp/TotalAmt08058
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06020
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05031
IRS990/PrincipalOfficerNm0STACEY A LYON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0COURSES AND EXAMS
IRS990/ProgramServiceRevenueGrp/Desc1PROMOTIONAL INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MDT FELLOWSHIP INCOME
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENCY PROGRAM
IRS990/ProgramServiceRevenueGrp/ExclusionAmt01619981
IRS990/ProgramServiceRevenueGrp/ExclusionAmt1477
IRS990/ProgramServiceRevenueGrp/ExclusionAmt2-3305
IRS990/ProgramServiceRevenueGrp/ExclusionAmt3-5550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01619981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2-3305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3-5550
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt028520
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt064454
IRS990/PYInvestmentIncomeAmt0152663
IRS990/PYOtherExpensesAmt01497121
IRS990/PYProgramServiceRevenueAmt01659683
IRS990/PYRevenuesLessExpensesAmt0-57494
IRS990/PYSalariesCompEmpBnftPaidAmt0336785
IRS990/PYTotalExpensesAmt01898360
IRS990/PYTotalRevenueAmt01840866
IRS990/ReconcilationRevenueExpnssAmt0-186910
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ProgramServicesAmt0266462
IRS990/RoyaltiesGrp/TotalAmt0266462
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt041710
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt046685
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt039475
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt034840
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0191230
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0100685
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt064297
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084937
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0100268
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0350187
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt041079
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0152663
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01880613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01796317
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01147355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt05018027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0100685
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt064297
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt084937
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0100268
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0350187
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt01610603
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt01658683
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt03269286
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.59000
IRS990ScheduleA/PublicSupportPY509Pct00.75840
IRS990ScheduleA/PublicSupportTotal509Amt05209257
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082789
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0181183
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01927298
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01835792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01182195
IRS990ScheduleA/Total509Grp/TotalAmt05209257
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01693392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01940551
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01991595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01920729
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01282463
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt08828730
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01881302
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt092196
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0255980
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0348176
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt092786
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE
IRS990ScheduleD/RevenueSubtotalAmt01694392
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ON JANUARY 1, 2008, THE ORGANIZATION ADOPTED THE PROVISIONS OF FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES (FIN 48). FIN 48 REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE IMPLEMENTATION OF FIN 48 HAD NO IMPACT ON THE ORGANIZATION'S STATEMENT OF FINANCIAL POSITION OR STATEMENT OF ACTIVITIES. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE (OR REFLECT) ANY UNCERTAIN TAX POSITIONS. THE TAX RETURNS FOR THE YEARS 2023 THROUGH 2025 ARE OPEN TO EXAMINATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092196
IRS990ScheduleD/TotalExpensesPerForm990Amt01881302
IRS990ScheduleD/TotalLiabilityAmt092786
IRS990ScheduleD/TotalRevenuePerForm990Amt01694392
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01694392
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01881302
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt054012
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0CHECK
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0NONPROFIT
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION OPERATES AS A "BRANCH" OF THE MCKENZIE INSTITUTE INTERNATIONAL (MII), A CHARITABLE TRUST FORMED AND LOCATED IN RAUMATI BEACH, NEW ZEALAND. THE ORGANIZATION HAS THE EXCLUSIVE RIGHTS TO SPONSOR "THE MCKENZIE METHOD" SEMINARS AROUND THE UNITED STATES. THESE SEMINARS ARE DESIGNED TO EDUCATE HEALTH CARE PROFESSIONALS IN THE MECHANICAL ASSESSMENT AND TREATMENT OF SPINAL INJURIES AND RELATED RESEARCH. THE ORGANIZATION MAY FUND (TYPICALLY 10,000) FOR CERTAIN ONGOING RESEARCH OF THE INTERNATIONAL INSTITUTE. WHEN A REQUEST FOR A GRANT IS MADE IT IS SUBJECT TO BOARD REVIEW. UPON APPROVAL, THE BOARD WILL APPROVE REIMBURSEMENT FOR CERTAIN AGREED UPON EXPENSES.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE F, PAGE 5, PART V
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD OF DIRECTORS MAKES APPOINTMENT DECISIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2APPROVED BY MEMBERS OF THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEWED IN DETAIL WITH EXEC DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MONITORED BY EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMITTEE OF BOARD REVIEWS EXEC DIRECTOR COMP. QUALITATIVE REVIEW AS WELL AS COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMITTEE OF BOARD REVIEWS EXEC DIRECTOR COMP. QUALITATIVE REVIEW AS WELL AS COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUST DIRECTLY FROM ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02052173
IRS990/TotalAssetsEOYAmt01938206
IRS990/TotalAssetsGrp/BOYAmt02052173
IRS990/TotalAssetsGrp/EOYAmt01938206
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt041710
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0566795
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01314507
IRS990/TotalFunctionalExpensesGrp/TotalAmt01881302
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0287563
IRS990/TotalLiabilitiesEOYAmt0194115
IRS990/TotalLiabilitiesGrp/BOYAmt0287563
IRS990/TotalLiabilitiesGrp/EOYAmt0194115
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01764610
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01744091
IRS990/TotalProgramServiceExpensesAmt01314507
IRS990/TotalProgramServiceRevenueAmt01611603
IRS990/TotalReportableCompFromOrgAmt0112810
IRS990/TotalRevenueGrp/ExclusionAmt01611603
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt041079
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01694392
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02052173
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01938206
IRS990/TravelGrp/ManagementAndGeneralAmt012482
IRS990/TravelGrp/TotalAmt012482
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0432 N FRANKLIN STREET STE 40
IRS990/USAddress/CityNm0SYRACUSE
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd013204
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0HTTPS://WWW.MCKENZIEINSTITUTEUSA.ORG/
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STACEY A LYON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.