Nonprofit · EIN 04-3206583
THE MARION INSTITUTE INC
Tax-exempt · MARION, MA 02738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $2,462,606 | $1,793,506 | $669,100 | $2,814,003 | $464,709 | $2,349,294 |
| September 30, 2024 | 990 | $2,170,466 | $1,877,904 | $292,562 | $1,952,265 | $493,540 | $1,458,725 |
| September 30, 2023 | 990 | $1,846,279 | $1,788,756 | $57,523 | $1,672,806 | $515,732 | $1,157,074 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,916,882
- Program service revenue
- $218,493
- Investment income
- $92,346
- Net gain from sales of assets
- $59,225
- Net income from fundraising events
- $233,149
- Net income from sales of inventory
- $1,736
- Other revenue
- $234,885
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $213,029
- Other salaries and wages
- $550,959
- Salaries, compensation and benefits (total)
- $899,697
- Professional fundraising fees
- $0
- Accounting fees
- $44,728
- Occupancy
- $50,908
- Depreciation
- $7,985
- Program services (functional)
- $1,438,817
- Management and general (functional)
- $265,575
- Fundraising (functional)
- $89,114
Balance sheet and other
- Total assets, start of year
- $1,952,265
- Total assets, end of year
- $2,814,003
- Total liabilities, end of year
- $464,709
- Net assets, end of year
- $2,349,294
- Land, buildings and equipment
- $198,033
- Publicly traded securities
- $1,485,238
- Net assets without donor restrictions
- $1,311,553
- Net assets with donor restrictions
- $1,037,741
- Gross receipts
- $3,252,092
- Employees
- 12
- Volunteers
- 162
- Year formed
- 1993
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH WILEY | EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $136,004 | $8,463 |
| ANGELA SILVA | DIR OF FINANCE AND OPS (UNTIL 05/2025) Officer | 40 | $84,487 | $0 |
| MARGHERITA BALDWIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BALDWIN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOAN TIFFANY | CLERK Trustee or director, Officer | 2 | $0 | $0 |
| KERRY SALTONSTALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEIGH KEYSER PHILLIPS JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN DUKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID MCCREADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEXANDRA WAINER STRAUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMEY SHACHOY | DIRECTOR (UNTIL 12/2025) Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH WILEY | EXECUTIVE DIRECTOR Officer | 40 | $118,489 | $7,784 |
| ANGELA SILVA | DIR OF FINANCE AND OPS Officer | 40 | $12,163 | $0 |
| MARGHERITA BALDWIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN MANNIX | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| JOAN TIFFANY | CLERK Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BALDWIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ORSON WATSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KERRY SALTONSTALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL DELMONICO CMPE MBA BSN RN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEIGH KEYSER PHILLIPS JD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMEY SHACHOY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELIZABETH WILEY | EXECUTIVE DIRECTOR Officer | 40 | $119,513 | $7,607 |
| ANGELA SILVA | DIRECTOR OF FINANCE AND OP Officer | 40 | $89,843 | $10,581 |
| MARGHERITA BALDWIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| JOHN MANNIX | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JOAN TIFFANY | CLERK Trustee or director, Officer | 2 | $0 | $0 |
| MICHAEL BALDWIN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KERRY SALTONSTALL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ORSON WATSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL DELMONICO CMPE MBA BSN RN | DIRECTOR AS OF JAN 2023 Trustee or director | 1 | $0 | $0 |
| LEIGH KEYSER PHILLIPS JD | DIRECTOR AS OF JAN 2023 Trustee or director | 1 | $0 | $0 |
| JAMEY SHACHOY | DIRECTOR AS OF JUN 2023 Trustee or director | 2 | $0 | $0 |
| PATRICIA SULLIVAN | DIRECTOR UNTIL JAN 2023 Trustee or director | 1 | $0 | $0 |
| GREG WATSON | DIRECTOR UNTIL NOV 2022 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 202 SPRING ST, MARION, MA 02738-1570
- In care of
- % MICHAEL BALDWIN
- Principal officer (990 for 2024)
- MARGHERITA BALDWIN, 202 SPRING STREET, MARION, MA 027381570
- Signed the 990
- MARGHERITA BALDWIN, PRESIDENT
- Phone
- (508) 748-0816
- Website
- WWW.MARIONINSTITUTE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
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.
Program accomplishments
- THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY.Expenses $487,651 · revenue $74,641
- FROGFOOT FARM PROGRAM, A PROGRAM TO GROW, FARM, AND HARVEST FOOD FOR NEIGHBORS IN NEED ACROSS SOUTHEASTERN MA (BRISTOL, PLYMOUTH, AND NORFOLK COUNTIES).Expenses $335,087 · revenue $51,289
- 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 $210,406 · revenue $32,205
- 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;Expenses $405,673 · revenue $62,094
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-3206583
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $2,814,003
- Income (IRS master file)
- $3,252,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $2,462,606 | $1,793,506 | $2,814,003 | XML |
| 990 | September 2024 | $2,170,466 | $1,877,904 | $1,952,265 | XML |
| 990 | September 2023 | $1,846,279 | $1,788,756 | $1,672,806 | XML |
| 990 | September 2022 | $1,445,021 | $1,458,680 | $1,305,206 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3206583).
Questions about THE MARION INSTITUTE INC
- What is the EIN of THE MARION INSTITUTE INC?
- The employer identification number (EIN) of THE MARION INSTITUTE INC is 04-3206583.
- Is THE MARION INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE MARION INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MARION INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE MARION INSTITUTE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MARION INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE MARION INSTITUTE INC?
- The 990 for the year ended September 30, 2025 names MARGHERITA BALDWIN.
- Who are the officers and directors of THE MARION INSTITUTE INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $136,004 (ELIZABETH WILEY, EXECUTIVE DIRECTOR).
- How much revenue does THE MARION INSTITUTE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $2,462,606, expenses of $1,793,506 and total assets of $2,814,003 at year end.
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All nonprofits in MARION · Massachusetts · Philanthropy, voluntarism and grantmaking foundations