THE MARION INSTITUTE INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

MARGHERITA BALDWIN

Phone

5087480816

Tax Period

2023-10-01 to 2024-09-30

THE MARION INSTITUTE INC, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.9M left a modest 13% surplus.

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 Service Accomplishments

Program 1

Expenses: $697,572 Revenue: $102,352

THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY.

Program 2

Expenses: $263,689 Revenue: $38,690

FROGFOOT FARM PROGRAM, A PROGRAM TO GROW, FARM, AND HARVEST FOOD FOR NEIGHBORS IN NEED ACROSS SOUTHEASTERN MA (BRISTOL, PLYMOUTH, AND NORFOLK COUNTIES).

Program 3

Expenses: $200,243 Revenue: $29,381

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,756,017

Program Service Revenue $226,600

Investment Income $187,583

Other Revenue $266

TOTAL REVENUE $2,170,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $803,580

Fundraising Expenses $88,712

Program Expenses $1,546,183

Other Expenses $1,074,324

TOTAL EXPENSES $1,877,904

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,170,466	$1,846,279	+0.2%
Expenses	$1,877,904	$1,788,756	+0.0%
Net Income	$292,562	$57,523	+4.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$138,436

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGHERITA BALDWIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN MANNIX	TREASURER	2.00	Officer Director	$0	$0	$0
JOAN TIFFANY	CLERK	2.00	Officer Director	$0	$0	$0
MICHAEL BALDWIN	DIRECTOR	2.00	Director	$0	$0	$0
ORSON WATSON	DIRECTOR	1.00	Director	$0	$0	$0
KERRY SALTONSTALL	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DELMONICO CMPE MBA BSN RN	DIRECTOR	1.00	Director	$0	$0	$0
LEIGH KEYSER PHILLIPS JD	DIRECTOR	1.00	Director	$0	$0	$0
JAMEY SHACHOY	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH WILEY	EXECUTIVE DIRECTOR	40.00	Officer	$118,489	$7,784	$126,273
ANGELA SILVA	DIR OF FINANCE AND OPS	40.00	Officer	$12,163	$0	$12,163

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,170,466	$1,877,904	$1,952,265	$292,562
2023	$1,846,279	$1,788,756	$1,672,806	$57,523
2022	$1,445,021	$1,458,680	$1,305,206	$-13,659
2021	$2,011,287	$1,786,093	$1,815,280	$225,194
2020	$2,544,232	$2,141,179	$1,779,513	$403,053
2019	$1,617,072	$1,883,955	$1,073,358	$-266,883
2018	$2,196,601	$2,025,894	$1,452,516	$170,707