2022-06-23T10:58:43-05:00 2021-09-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2020-10-01 043206583 THE MARION INSTITUTE INC MARI 5087480816 202 SPRING STREET MARION MA 027381570 MARGHERITA BALDWIN PRESIDENT 5087480816 2022-06-22 1 MARGHERITA BALDWIN 999009999 DANIELLE NIHILL P01350943 8178822212 2022-06-22 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARGHERITA BALDWIN 202 SPRING STREET MARION MA 027381570 3294381 0 X WWW.MARIONINSTITUTE.ORG X 1993 MA SUPPORTS IDEAS THAT FOSTER CHANGE WITH HEALTHY LIVING, COMMUNITY-BUILDING AND SUSTAINABILITY. 10 8 8 47 0 0 2412349 1759428 49512 120133 81360 130729 1011 997 2544232 2011287 26287 0 0 0 535788 548050 0 0 62240 1579104 1238043 2141179 1786093 403053 225194 1779513 1815280 415167 362685 1364346 1452595 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 0 670906 54235 THE GREENHOUSE INITIATIVES PROGRAM IS DESIGNED TO PROVIDE FISCAL SPONSORSHIP SERVICES TO LEADERS OF MISSION-BASED ORGANIZATIONS LOCALLY AND GLOBALLY. 350505 28334 BUS RAPID TRANSIT (BRT) STRATEGIC GRANTS PROGRAM IS AN INITIATIVE TO PROMOTE THE DEVELOPMENT OF BRT CORRIDORS IN BOSTON TO REDUCE CONGESTION AND GREENHOUSE GAS EMISSIONS. 228065 18436 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. 248946 20125 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. 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; 248946 20125 1498422 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 45 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 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 02738 MARGHERITA BALDWIN PRESIDENT (FORMER CLERK) 1.00 X X 0 0 0 MICHAEL BALDWIN DIRECTOR (FORMER PRESIDENT) 2.00 X X 0 0 0 JOHN MANNIX TREASURER 1.00 X X 0 0 0 JOAN TIFFANY CLERK 1.00 X 0 0 0 PATRICIA SULLIVAN DIRECTOR 1.00 X 0 0 0 ORSON WATSON DIRECTOR 1.00 X 0 0 0 MEGAN AMSLER DIRECTOR 1.00 X 0 0 0 GREG WATSON DIRECTOR 1.00 X 0 0 0 ELIZABETH SMITH DIRECTOR (THRU AUG 2021) 1.00 X 0 0 0 KERRY SALTONSTALL DIRECTOR (BEG. JAN 2021) 1.00 X 0 0 0 ELIZABETH WILEY EXECUTIVE DIRECTOR 40.00 X 113451 0 7575 ANGELA SILVA DIRECTOR OF FINANCE AND OP 40.00 X 83659 0 10358 197110 0 17933 1 0 0 0 STANTEC CONSULTING SERVICES INC 226 CAUSEWAY STREET 6TH FLOOR BOSTON MA 021142155 CONSULTING SERVICES 151588 TOOLE DESIGN GROUP LLC 8484 GEORGIE AVENUE SUITE 800 SILVER SPRING MD 20910 CONSULTING SERVICES 146549 KITTELSON & ASSOCIATES INC 50 CONGRESS STREET SUITE 935 BOSTON MA 02109 CONSULTING SERVICES 145317 INNER LIGHT CONSULTANTS INC 305 NORTH LYNDON LANE LOUISVILLE KY 40222 CONSULTING SERVICES 125950 4 110800 1648628 162092 1759428 PROGRAM SERVICE REVENUE 541900 120133 120133 120133 45078 45078 1368005 1282354 85651 85651 85651 1737 740 997 997 2011287 121130 0 130729 226576 91034 91110 44432 226012 176155 49166 691 16937 8896 6231 1810 38539 27859 8672 2008 39986 23647 12340 3999 17622 17622 2750 2750 605 605 24954 6424 12136 6394 24246 14314 7515 2417 34491 24282 10209 8213 4170 3554 489 577911 577911 4339 4234 105 12441 8708 3733 PROJECT EXPENSE 530471 528038 2433 1786093 1498422 225431 62240 306728 531180 142034 224271 53383 5053 9370 12527 16359 12371 0 3988 1240888 1029231 12388 8259 14722 771 1779513 1815280 214288 84139 90079 167696 110800 110850 415167 362685 X 419874 892468 944472 560127 1364346 1452595 1779513 1815280 X 225194 -87888 -49057 X X 0 1 X 1 0 X 1693505 1979669 1483370 2412349 1759428 9328321 1693505 1979669 1483370 2412349 1759428 9328321 4014038 5314283 8493 37019 66338 32286 45078 189214 9517535 614483 0.55840 0.53370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1305 1305 0 15054 11066 3988 3988 X 1965936 -87888 42537 -45351 2011287 0 2011287 1877687 42537 49057 91594 1786093 0 1786093 PART X, LINE 2: THE ORGANIZATION IS A NONPROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE IRC. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. PART XI, LINE 2B - DONATED SERVICES AND USE OF FACILITIES: VOLUNTEERS, INDIVIDUALS, AND OTHER ORGANIZATIONS MAY CONTRIBUTE GOODS AND SERVICES TO THE ORGANIZATION IN SUPPORT OF VARIOUS PROGRAMS. DONATED SERVICES ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS BASED UPON THE ESTIMATED VALUE ASSIGNED TO THEM. DONATED SERVICES ARE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE SERVICES ENHANCE OR CREATE NONFINANCIAL ASSETS OR REQUIRE SPECIALIZED SKILLS, ARE PROVIDED BY INDIVIDUALS PROCESSING THOSE SKILLS, AND WOULD TYPICALLY NEED TO BE PURCHASED IF NOT PROVIDED BY DONATION. THE ORGANIZATION RECEIVED GOODS AND PROFESSIONAL LEGAL, INVESTMENT AND MANAGEMENT SERVICES AMOUNTING TO $42,537 AND $14,161 FOR 2021 AND 2020, RESPECTIVELY. ORSON WATSON BOARD MEMBER 52500 CONSULTANT FOR THE RELAY FUND PROJECT 0 BALDWIN BROTHERS LLC BOARD MEMBER 41918 RENT EXPENSE AND INVESTMENT EXPENSE 0 X 8 162092 FMV 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 2 MICHAEL BALDWIN AND 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. 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. 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 XI, LINE 9: LOSS ON INVENTORY WRITE-OFF -49,057. FORM 990, PART XII, LINE 2C: THE INSTITUTE HAS NOT CHANGED ITS PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE YEAR.