2024-08-09T07:28:00-05:00 2023-09-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-10-01 043206583 THE MARION INSTITUTE INC MARI 5087480816 202 SPRING STREET MARION MA 027381570 MARGHERITA BALDWIN PRESIDENT 5087480816 2024-08-08 1 0 DANIELLE NIHILL P01350943 8178822212 2024-07-24 2022 2024-08-08 14:25:15Z MARGHERITA BALDWIN 202 SPRING STREET MARION MA 027381570 1873150 0 X WWW.MARIONINSTITUTE.ORG X 1993 MA SUPPORTS IDEAS THAT FOSTER CHANGE WITH HEALTHY LIVING, COMMUNITY-BUILDING AND SUSTAINABILITY. 9 8 10 73 0 0 1213275 1616367 138054 96580 93010 132987 682 345 1445021 1846279 0 0 0 0 609717 716160 6738 0 68344 842225 1072596 1458680 1788756 -13659 57523 1305206 1672806 168197 515732 1137009 1157074 X 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. 1 0 762418 48660 THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY. 242534 15479 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. 225823 14413 BIOMED PROGRAMS - THE BIOMED NETWORK IS DEDICATED TO EXPANDING COMPLETE HEALTH AND WELL-BEING THROUGH THE ADVANCEMENT AND WIDENING AVAILABILITY OF BIOLOGICAL MEDICINE AROUND THE WORLD. 217874 18373 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;FROGFOOT FARM PROGRAM, A PROGRAM TO GROW, FARM, AND HARVEST FOOD FOR NEIGHBORS IN NEED ACROSS SOUTHEASTERN MA (BRISTOL, PLYMOUTH, AND NORFOLK COUNTIES). 217874 18373 1448649 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 37 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 1 0 MA X ANGELA SILVA 5087480816 202 SPRING STREET MARION MA 02745 ELIZABETH WILEY EXECUTIVE DIRECTOR 40.00 X 119513 0 7607 ANGELA SILVA DIRECTOR OF FINANCE AND OP 40.00 X 89843 0 10581 MARGHERITA BALDWIN PRESIDENT 2.00 X X 0 0 0 JOHN MANNIX TREASURER 1.00 X X 0 0 0 JOAN TIFFANY CLERK 2.00 X X 0 0 0 MICHAEL BALDWIN DIRECTOR 2.00 X 0 0 0 KERRY SALTONSTALL DIRECTOR 2.00 X 0 0 0 ORSON WATSON DIRECTOR 1.00 X 0 0 0 MICHAEL DELMONICO CMPE MBA BSN RN DIRECTOR AS OF JAN 2023 1.00 X 0 0 0 LEIGH KEYSER PHILLIPS JD DIRECTOR AS OF JAN 2023 1.00 X 0 0 0 JAMEY SHACHOY DIRECTOR AS OF JUN 2023 2.00 X 0 0 0 PATRICIA SULLIVAN DIRECTOR UNTIL JAN 2023 1.00 X 0 0 0 GREG WATSON DIRECTOR UNTIL NOV 2022 1.00 X 0 0 0 209356 0 18188 1 0 0 0 0 1616367 83401 1616367 PROGRAM SERVICE REVENUE 541900 77624 77624 CONFERENCE INCOME 541900 18956 18956 96580 21917 21917 137816 26746 111070 111070 111070 470 125 345 345 1846279 96925 0 132987 129158 51663 51663 25832 488886 365427 93791 29668 14335 11413 2332 590 29941 25477 4219 245 53840 36202 13130 4508 22291 15604 6687 5270 4349 921 13685 13672 13 54803 28669 18633 7501 47980 33721 14259 67886 61561 6325 6069 5100 969 12172 8517 3655 PROJECT EXPENSE 842440 787274 55166 1788756 1448649 271763 68344 205518 226796 96532 30766 76347 79195 48512 104109 4614 4778 2505 16757 21859 15700 8098 6159 858950 904885 4130 0 0 299361 1305206 1672806 63935 107429 104262 108942 0 299361 168197 515732 X 830226 613559 306783 543515 1137009 1157074 1305206 1672806 57523 -37458 0 X 0 1 X 1 0 X 1483370 2412349 1759428 1303957 1616367 8575471 1483370 2412349 1759428 1303957 1616367 8575471 1857836 6717635 66338 32286 45078 53870 21917 219489 8794960 504261 0.76380 0.63530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1305 1305 0 20554 14395 6159 6159 RIGHT OF USE OPERATING ASSET, NET 299361 299361 OPERATING LEASE LIABILITY 299361 299361 1890668 -37458 81847 44389 1846279 0 1846279 1870603 81847 81847 1788756 0 1788756 BALDWIN BROTHERS LLC BOARD MEMBER 9340 RENT EXPENSE AND 0 BALDWIN BROTHERS LLC BOARD MEMBER 7803 INVESTMENT EXPENSE 0 SBS MARION PARTNERS LLC CHILD OF BOARD MEMBER 33356 RENT EXPENSE 0 X 7 83401 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): COLUMN B IS THE NUMBER OF INDIVIDUALS WHO DONATED VARIOUS AMOUNTS OF STOCK DURING THE YEAR. FORM 990, PART III, LINE 2 FROGFOOT FARM FORM 990, PART VI, SECTION A, LINE 2 MICHAEL BALDWIN & MARGHERITA BALDWIN HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW PRIOR TO FILING. AFTER THE REVIEW, ANY REVISIONS ARE COMMUNICATED TO THE RETURN PREPARER IN ORDER TO FINALIZE THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE & AUDIT COMMITTEE WILL REVIEW THE ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS COMPLETED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICIES AND PROCEDURES. THE COMMITTEE WILL MAKE A DETERMINATION AS TO THE DISPOSITION OF EACH CONFLICT, DETERMINING WHETHER THE CONFLICT DISQUALIFIES THE INDIVIDUAL FROM CONTINUING TO SERVE ON THE BOARD, OR IF ADDITIONAL ACTIONS BEYOND DISCLOSURE ARE REQUIRED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY (E.G., COMPETITIVE BIDDING OR ENSURING THE INDIVIDUAL ABSTAINS FROM CERTAIN BOARD VOTES). THE COMMITTEE WILL MAKE A SUMMARY REPORT OF ALL DECLARED CONFLICTS AND THE COMMITTEE'S RECOMMENDED DISPOSITION TO THE FULL BOARD FOR APPROVAL. THE COMMITTEE WILL ALSO REVIEW AND MAKE A RECOMMENDATION TO THE BOARD CHAIRPERSON WITH REGARD TO ANY POTENTIAL VIOLATIONS OF THE CONFLICT OF INTEREST POLICY BY A DIRECTOR OR OFFICER, INCLUDING THE FAILURE TO DISCLOSE A POTENTIAL CONFLICT IN A TIMELY MANNER. THE FINANCE & AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSEEING THIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCLUDES AN ANNUAL REVIEW OF THE INDIVIDUAL(S) SALARY. ANY CHANGES TO COMPENSATION OF KEY EMPLOYEES IS BASED ON WHAT IS APPROVED BY THE BOARD OR EXECUTIVE DIRECTOR FOR THE INDIVIDUAL(S). WAGE SURVEYS ARE USED AS A MEANS OF COMPARING COMPENSATION FOR SIMILARLY QUALIFIED INDIVIDUAL(S). THE BOARD OF DIRECTORS OF THE ORGANIZATION DO NOT RECEIVE COMPENSATION FROM THE ORGANIZATION. THE BOARD DETERMINES THE SALARY OF THE EXECUTIVE DIRECTOR. DOCUMENTATION OF THIS PROCESS IS INCLUDED IN THE HR EMPLOYEES FILES. THE LAST TIME THIS TOOK PLACE WAS DURING 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.