THE MARION INSTITUTE INC

EIN: 043206583 501(c)(3) Philanthropy & Grantmaking

MARION, MA

Total Revenue
$2,170,466
Total Expenses
$1,877,904
Total Assets
$1,952,265
Net Assets
$1,458,725
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
MA
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

SUPPORTS IDEAS THAT FOSTER CHANGE WITH HEALTHY LIVING, COMMUNITY-BUILDING AND SUSTAINABILITY.

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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%)

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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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Governance

Voting Members
9
Independent Members
9
Employees
11
Volunteers
62

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
5
$138,436
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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