2026-08-17T11:52:22-05:00 2025-09-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-10-01 043206583 THE MARION INSTITUTE INC MARI 5087480816 202 SPRING STREET MARION MA 027381570 MARGHERITA BALDWIN PRESIDENT 5087480816 2026-08-17 1 1 DANIELLE NIHILL P01350943 8178822212 2026-08-17 2024 2025-03-06 01:10:19Z MARGHERITA BALDWIN 202 SPRING STREET MARION MA 027381570 3252092 0 X WWW.MARIONINSTITUTE.ORG X 1993 MA SUPPORTS IDEAS THAT FOSTER CHANGE WITH HEALTHY LIVING, COMMUNITY-BUILDING AND SUSTAINABILITY. 9 8 12 162 0 0 1756017 1916882 226600 218493 187583 92346 266 234885 2170466 2462606 0 0 0 0 803580 899697 0 0 89114 1074324 893809 1877904 1793506 292562 669100 1952265 2814003 493540 464709 1458725 2349294 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. 0 1 487651 74641 THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY. 335087 51289 FROGFOOT FARM PROGRAM, A PROGRAM TO GROW, FARM, AND HARVEST FOOD FOR NEIGHBORS IN NEED ACROSS SOUTHEASTERN MA (BRISTOL, PLYMOUTH, AND NORFOLK COUNTIES). 210406 32205 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. 405673 62094 BIOMED PROGRAMS - IS DEDICATED TO EXPANDING COMPLETE HEALTH AND WELL-BEING THROUGH THE ADVANCEMENT AND WIDENING AVAILABILITY OF BIOLOGICAL MEDICINE AROUND THE WORLD.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; 405673 62094 1438817 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 40 0 1 12 1 0 0 0 0 0 1 1 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 ANN-MARIE KIRSHON 5087480816 202 SPRING STREET MARION MA 02738 ELIZABETH WILEY EXECUTIVE DIRECTOR 40.00 X X 136004 0 8463 MARGHERITA BALDWIN PRESIDENT 2.00 X X 0 0 0 MICHAEL BALDWIN TREASURER 2.00 X X 0 0 0 JOAN TIFFANY CLERK 2.00 X X 0 0 0 KERRY SALTONSTALL DIRECTOR 1.00 X 0 0 0 LEIGH KEYSER PHILLIPS JD DIRECTOR 1.00 X 0 0 0 JOHN DUKE DIRECTOR 1.00 X 0 0 0 DAVID MCCREADY DIRECTOR 1.00 X 0 0 0 ALEXANDRA WAINER STRAUS DIRECTOR 1.00 X 0 0 0 JAMEY SHACHOY DIRECTOR (UNTIL 12/2025) 1.00 X 0 0 0 ANGELA SILVA DIR OF FINANCE AND OPS (UNTIL 05/2025) 40.00 X 84487 0 0 220491 0 8463 1 0 0 0 0 18224 1898658 129111 1916882 PROGRAM SERVICE REVENUE 541900 186086 186086 CONFERENCE INCOME 541900 32407 32407 218493 33121 33121 756034 696809 59225 59225 59225 325357 18224 92208 233149 233149 2205 469 1736 1736 2462606 220229 0 325495 X 213029 155512 42606 14911 550959 398944 109780 42235 19975 14580 4246 1149 53917 39357 11304 3256 61817 45332 11801 4684 44728 44728 595390 583815 11575 3973 543 3306 124 45946 22140 9098 14708 50908 40801 10107 25299 21876 3423 7985 7015 970 11362 8758 1933 671 PROJECT EXPENSE 107520 100144 7376 698 698 1793506 1438817 265575 89114 278952 7421 120283 402348 152233 349227 27709 113844 4432 4464 8818 9229 226988 28955 57988 198033 1029485 1485238 272365 244199 1952265 2814003 97806 89301 123369 131209 272365 244199 493540 464709 X 894741 1311553 563984 1037741 1458725 2349294 1952265 2814003 669100 221469 0 X 0 1 X 1 0 X 1759428 1303957 1616367 1756017 1916882 8352651 1759428 1303957 1616367 1756017 1916882 8352651 635379 7717272 45078 53870 21917 27837 33121 181823 325356 325356 8859830 805025 0.87100 0.79940 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2024 AMOUNT: $ 325,356. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 71788 10680 61108 20554 18275 2279 134646 134646 198033 RIGHT OF USE OPERATING ASSET, NET 244199 244199 OPERATING LEASE LIABILITY 244199 244199 2748168 221469 63624 469 285562 2462606 0 2462606 1857599 63624 469 64093 1793506 0 1793506 PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 469. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 469. BOOGIE AT THE BOG 317107 14174 302933 32673 776 52783 GROW EDUCATION FARM TO SCHOOL EVENT 26474 4050 22424 3889 250 1837 343581 18224 325357 36562 1026 54620 92208 233149 BALDWIN BROTHERS LLC BOARD MEMBER 10321 INVESTMENT EXPENSE 0 SBS MARION PARTNERS LLC CHILD OF BOARD MEMBER 48089 RENT EXPENSE 0 X 6 129111 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF DONORS. FORM 990, PART III, LINE 3 THE CONNECTING FOR CHANGE PROGRAM ENDED IN 2024. FORM 990, PART VI, SECTION A, LINE 2 MICHAEL & MARGIE BALDWIN 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 2025. 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. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 583,815. MANAGEMENT AND GENERAL EXPENSES 11,575. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 595,390.