Totals
- Total revenue
- $2,170,466
- Total expenses
- $1,877,904
- Contributions and grants received
- $1,756,017
- Grants paid
- $0
- Program service revenue
- $226,600
- Investment income
- $187,583
- Other revenue
- $266
- Total assets, end of year
- $1,952,265
- Total liabilities, end of year
- $493,540
- Net assets or fund balances, end of year
- $1,458,725
- Program services expenses (Part IX)
- $1,546,183
- Management and general expenses
- $243,009
- Fundraising expenses
- $88,712
- Program service expenses (Part III)
- $1,546,183
Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,756,017
-
1g · Noncash contributions included above
$187,794
-
2a · Program service revenue: CONFERENCE INCOME
total $120,536 · related or exempt $120,536
-
2b · Program service revenue: PROGRAM SERVICE REVENUE
total $106,064 · related or exempt $106,064
-
3 · Investment income
total $27,837 · excluded $27,837
-
7a · Gross sales of assets other than inventory
securities $289,165
-
7b · Less cost or other basis and sales expenses
securities $129,419
-
7c · Gain or loss
securities $159,746
-
7d · Net gain or loss
total $159,746 · excluded $159,746
-
10a · Gross sales of inventory
$572
-
10b · Cost of goods sold
$306
-
10c · Net income from sales of inventory
total $266 · related or exempt $266
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $130,933 · program services $98,412 · management and general $20,261 · fundraising $12,260
-
7 · Other salaries and wages
total $552,756 · program services $407,749 · management and general $95,012 · fundraising $49,995
-
8 · Pension plan contributions
total $16,861 · program services $14,761 · fundraising $2,100
-
9 · Other employee benefits
total $47,135 · program services $40,998 · management and general $459 · fundraising $5,678
-
10 · Payroll taxes
total $55,895 · program services $42,071 · management and general $8,616 · fundraising $5,208
-
11c · Fees: accounting
total $25,988 · management and general $25,988
-
11g · Fees: other
total $61,790 · program services $23,244 · management and general $38,546
-
12 · Advertising and promotion
total $7,721 · program services $5,449 · management and general $2,272
-
13 · Office expenses
total $46,343 · program services $29,114 · management and general $16,606 · fundraising $623
-
16 · Occupancy
total $60,893 · program services $40,472 · management and general $17,270 · fundraising $3,151
-
19 · Conferences, conventions and meetings
total $72,589 · program services $72,589
-
22 · Depreciation, depletion and amortization
total $6,710 · program services $4,302 · management and general $137 · fundraising $2,271
-
23 · Insurance
total $26,751 · program services $10,055 · management and general $9,270 · fundraising $7,426
-
24a · Other expenses: PROJECT EXPENSE
total $765,539 · program services $756,967 · management and general $8,572
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $226,796 · end of year $278,952
-
2 · Savings and temporary cash investments
beginning of year $30,766 · end of year $120,283
-
3 · Pledges and grants receivable
beginning of year $79,195 · end of year $152,233
-
4 · Accounts receivable
beginning of year $104,109 · end of year $27,709
-
8 · Inventories for sale or use
beginning of year $4,778 · end of year $4,432
-
9 · Prepaid expenses and deferred charges
beginning of year $16,757 · end of year $8,818
-
10a · Land, buildings and equipment: cost or other basis
$78,959
-
10b · Land, buildings and equipment: accumulated depreciation
$20,971
-
10c · Land, buildings and equipment, net
beginning of year $6,159 · end of year $57,988
-
11 · Investments: publicly traded securities
beginning of year $904,885 · end of year $1,029,485
-
15 · Other assets
beginning of year $299,361 · end of year $272,365
-
17 · Accounts payable and accrued expenses
beginning of year $107,429 · end of year $97,806
-
19 · Deferred revenue
beginning of year $108,942 · end of year $123,369
-
25 · Other liabilities
beginning of year $299,361 · end of year $272,365
-
27 · Net assets without donor restrictions
beginning of year $613,559 · end of year $894,741
-
28 · Net assets with donor restrictions
beginning of year $543,515 · end of year $563,984
Mission and programs · 2023
Mission
THE MARION INSTITUTE IS BUILDING A MOVEMENT. WE ENGAGE INDIVIDUALS AND COMMUNITIES IN AN INTEGRATIVE APPROACH TO WHOLE-BODY HEALTH. WE EDUCATE AND EMPOWER BY SUPPORTING, CONNECTING AND APPLYING THE SCIENCE OF SELF-HEALING. WE BELIEVE OPTIMAL HEALTH IS A BASIC HUMAN RIGHT, NOT A PRIVILEGE.
Activities or mission (Part I)
SUPPORTS IDEAS THAT FOSTER CHANGE WITH HEALTHY LIVING, COMMUNITY-BUILDING AND SUSTAINABILITY.
-
THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY.
Expenses $697,572 · Revenue $102,352
-
FROGFOOT FARM PROGRAM, A PROGRAM TO GROW, FARM, AND HARVEST FOOD FOR NEIGHBORS IN NEED ACROSS SOUTHEASTERN MA (BRISTOL, PLYMOUTH, AND NORFOLK COUNTIES).
Expenses $263,689 · Revenue $38,690
-
THE GROW EDUCATION PROGRAM FOCUSES ON EDUCATING REGIONAL COMMUNITIES TO INSPIRE AND INFLUENCE A CULTURE OF HEALTH. THERE ARE THREE FRAMEWORKS WHICH GROW SOUTHCOAST USES TO CULTIVATE CHANGE WITHIN OUR COMMUNITIES: EDUCATION, HEALTH, AND ENVIRONMENT.
Expenses $200,243 · Revenue $29,381
-
BIOMED PROGRAMS - IS DEDICATED TO EXPANDING COMPLETE HEALTH AND WELL-BEING THROUGH THE ADVANCEMENT AND WIDENING AVAILABILITY OF BIOLOGICAL MEDICINE AROUND THE WORLD.BUS RAPID TRANSIT (BRT) - BUS RAPID TRANSIT STRATEGIC GRANTS PROGRAM IS AN INITIATIVE TO PROMOTE THE DEVELOPMENT OF BRT CORRIDORS IN BOSTON TO REDUCE CONGESTION AND GREENHOUSE GAS EMISSIONS.SOUTHCOAST FOOD POLICY COUNCIL - BEGINNING IN 2020, ITS MISSION IS TO CONNECT, CONVENE, AND ADVOCATE FOR LOCAL FOOD PRODUCERS, CONSUMERS, AND COMMUNITY LEADERS WHO SEEK POLICY AND SYSTEMS THAT STRENGTHEN OUR REGIONAL FOOD SYSTEM, IMPROVE COMMUNITY HEALTH, AND ELIMINATE FOOD INSECURITY;CONNECTOR SERIES - BRINGS THOUGHT LEADERS FROM AROUND THE WORLD TO HELP SHARE IDEAS AND EXPAND THE IMPACT OF THEIR WORK, LOCALLY AND BEYOND. THESE EDUCATIONAL EVENTS TAKE PLACE THROUGHOUT THE YEAR AND HAVE FOCUSED ON HEALTH, SOCIAL JUSTICE, SUSTAINABILITY, RESPONSIBLE BUSINESS, AND INDIVIDUAL POTENTIAL;
Expenses $384,679 · Revenue $56,443
-
REFER TO NOTE 1 IN FS.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Margherita BaldwinMARGHERITA BALDWIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
John MannixJOHN MANNIX
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Joan TiffanyJOAN TIFFANY
CLERK
- Total calculated
- $0
- Hours/week
- 2
-
Michael BaldwinMICHAEL BALDWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Orson WatsonORSON WATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kerry SaltonstallKERRY SALTONSTALL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael Delmonico Cmpe MBA Bsn RNMICHAEL DELMONICO CMPE MBA BSN RN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leigh Keyser Phillips JDLEIGH KEYSER PHILLIPS JD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jamey ShachoyJAMEY SHACHOY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth WileyELIZABETH WILEY
EXECUTIVE DIRECTOR
- Total calculated
- $126,273
- From this org
- $118,489
- From related orgs
- $0
- Other
- $7,784
- Hours/week
- 40
-
Angela SilvaANGELA SILVA
DIR OF FINANCE AND OPS
- Total calculated
- $12,163
- From this org
- $12,163
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202522029349301337
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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