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The Marion Institute Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Details

According to its Sept. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$1.85M (2023)

Expenses
$1.79M (2023)

Total Assets
$1.67M (2023)

Total Liabilities
$516k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,846,279
Expenses
$1,788,756
Net Income
$57,523
Net Assets
$1,157,074
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,616,367
87.5%
Program Services $96,580
5.2%
Investment Income $21,917
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $111,070
6.0%
Net Inventory Sales $345
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $129,158
7.2%
Professional Fundraising Fees $0
Other Salaries and Wages $488,886
27.3%
Assets/Debt
Total Assets $1,672,806
Total Liabilities $515,732
Net Assets $1,157,074
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Wiley (Executive Director) $119,513 $0 $7,607
Angela Silva (Director Of Finance And Op) $89,843 $0 $10,581
Margherita Baldwin (President) $0 $0 $0
John Mannix (Treasurer) $0 $0 $0
Joan Tiffany (Clerk) $0 $0 $0
Michael Baldwin (Director) $0 $0 $0
Kerry Saltonstall (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
Michael Delmonico Cmpe Mba Bsn Rn (Director As Of Jan 2023) $0 $0 $0
Leigh Keyser Phillips Jd (Director As Of Jan 2023) $0 $0 $0
Jamey Shachoy (Director As Of Jun 2023) $0 $0 $0
Patricia Sullivan (Director Until Jan 2023) $0 $0 $0
Greg Watson (Director Until Nov 2022) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,445,021
Expenses
$1,458,680
Net Income
-$13,659
Net Assets
$1,137,009
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,213,275
84.0%
Program Services $138,054
9.6%
Investment Income $53,870
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $39,140
2.7%
Net Inventory Sales $682
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $219,348
15.0%
Professional Fundraising Fees $6,738
0.5%
Other Salaries and Wages $307,377
21.1%
Assets/Debt
Total Assets $1,305,206
Total Liabilities $168,197
Net Assets $1,137,009
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Wiley (Executive Director) $110,704 $0 $7,442
Angela Silva (Director Of Finance And Op) $90,905 $0 $10,295
Margherita Baldwin (President) $0 $0 $0
Michael Baldwin (Director) $0 $0 $0
John Mannix (Treasurer) $0 $0 $0
Joan Tiffany (Clerk) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
Megan Amsler (Director (Through 4/22)) $0 $0 $0
Greg Watson (Director) $0 $0 $0
Kerry Saltonstall (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,011,287
Expenses
$1,786,093
Net Income
$225,194
Net Assets
$1,452,595
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,759,428
87.5%
Program Services $120,133
6.0%
Investment Income $45,078
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $85,651
4.3%
Net Inventory Sales $997
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $226,576
12.7%
Professional Fundraising Fees $0
Other Salaries and Wages $226,012
12.7%
Assets/Debt
Total Assets $1,815,280
Total Liabilities $362,685
Net Assets $1,452,595
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Wiley (Executive Director) $113,451 $0 $7,575
Angela Silva (Director Of Finance And Op) $83,659 $0 $10,358
Margherita Baldwin (President (Former Clerk)) $0 $0 $0
Michael Baldwin (Director (Former President)) $0 $0 $0
John Mannix (Treasurer) $0 $0 $0
Joan Tiffany (Clerk) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
Megan Amsler (Director) $0 $0 $0
Greg Watson (Director) $0 $0 $0
Elizabeth Smith (Director (Thru Aug 2021)) $0 $0 $0
Kerry Saltonstall (Director (Beg. Jan 2021)) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,544,232
Expenses
$2,141,179
Net Income
$403,053
Net Assets
$1,364,346
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,412,349
94.8%
Program Services $49,512
1.9%
Investment Income $32,286
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $49,074
1.9%
Net Inventory Sales $1,011
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $215,879
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $234,323
10.9%
Assets/Debt
Total Assets $1,779,513
Total Liabilities $415,167
Net Assets $1,364,346
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Wiley (Executive Director) $95,717 $0 $6,530
Angela Silva (Director Of Finance And Op) $86,102 $0 $10,092
Elizabeth Smith (Director) $0 $0 $0
Greg Watson (Director) $0 $0 $0
Megan Amsler (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
John Mannix (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,617,072
Expenses
$1,883,955
Net Income
-$266,883
Net Assets
$1,015,331
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,483,370
91.7%
Program Services $96,011
5.9%
Investment Income $58,266
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$24,303
Net Inventory Sales $3,728
0.2%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $471,770
25.0%
Assets/Debt
Total Assets $1,073,358
Total Liabilities $58,027
Net Assets $1,015,331
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robyn Branco (Former Exec. Director Thru 12/2018) $89,059 $0 $4,453
Angela Silva (Director Of Finance And Operations) $80,085 $0 $4,004
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
M Ryan Wagner (Treasurer) $0 $0 $0
John Mannix (Director) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
Robert Unger (Director) $0 $0 $0
Megan Amsler (Director) $0 $0 $0
Elizabeth Wiley (Executive Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,196,601
Expenses
$2,025,894
Net Income
$170,707
Net Assets
$1,041,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,979,669
90.1%
Program Services $184,373
8.4%
Investment Income $37,019
1.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,167
Net Inventory Sales $707
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $543,102
26.8%
Assets/Debt
Total Assets $1,452,516
Total Liabilities $411,143
Net Assets $1,041,373
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robyn Branco (Executive Director) $70,704 $0 $3,535
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
M Ryan Wagner (Treasurer) $0 $0 $0
John Mannix (Director) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
Robert Unger (Director) $0 $0 $0
Megan Amsler (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,850,155
Expenses
$1,546,652
Net Income
$303,503
Net Assets
$845,046
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,689,524
91.3%
Program Services $160,990
8.7%
Investment Income $8,494
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$9,271
Sales of Assets -$218
Net Inventory Sales $636
0.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $114,850
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $303,920
19.7%
Assets/Debt
Total Assets $1,261,486
Total Liabilities $416,440
Net Assets $845,046
Compensation
Key Employees and Officers Compensation Related Other
Janet Milkman (Executive Director) $110,825 $0 $4,025
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
M Ryan Wagner (Treasurer) $0 $0 $0
John Mannix (Director) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,028,864
Expenses
$824,362
Net Income
$204,502
Net Assets
$538,495
Notable Sources of Revenue Percent of Total Revenue
Contributions $942,482
91.6%
Program Services $74,878
7.3%
Investment Income $159
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$104
Sales of Assets $10,094
1.0%
Net Inventory Sales $1,355
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $60,702
7.4%
Professional Fundraising Fees $0
Other Salaries and Wages $383,411
46.5%
Assets/Debt
Total Assets $957,530
Total Liabilities $419,035
Net Assets $538,495
Compensation
Key Employees and Officers Compensation Related Other
Janet Milkman (Executive Director) $60,702 $0 $0
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
M Ryan Wagner (Treasurer) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0
John Mannix (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,277,206
Expenses
$1,288,101
Net Income
-$10,895
Net Assets
$324,038
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,110,500
86.9%
Program Services $189,874
14.9%
Investment Income $10,791
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$32,600
Net Inventory Sales -$1,359
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $107,919
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $455,456
35.4%
Assets/Debt
Total Assets $1,010,278
Total Liabilities $686,240
Net Assets $324,038
Compensation
Key Employees and Officers Compensation Related Other
Desa Van Laarhoven (Exec. Dir. (Thru 12/31/14)) $98,108 $0 $9,811
Janet Milkman (Exec. Dir. (As Of 06/08/15)) $32,308 $0 $0
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
M Ryan Wagner (Treasurer) $0 $0 $0
Temistocles Ferreira (Director) $0 $0 $0
Eric Kostegan (Director) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,865,436
Expenses
$4,101,837
Net Income
-$2,236,401
Net Assets
$334,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,641,548
88.0%
Program Services $208,658
11.2%
Investment Income $8,788
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,025
0.2%
Net Inventory Sales $2,417
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $104,500
2.5%
Professional Fundraising Fees $0
Other Salaries and Wages $605,343
14.8%
Assets/Debt
Total Assets $2,681,045
Total Liabilities $2,346,068
Net Assets $334,977
Compensation
Key Employees and Officers Compensation Related Other
Desa Van Laarhoven (Executive Director) $95,000 $0 $9,500
Michael Baldwin (President) $0 $0 $0
Margherita Baldwin (Clerk) $0 $0 $0
Philip Baldwin (Director (Thru Jul 2014)) $0 $0 $0
Peter Dean (Treasurer (Thru Jul 2014)) $0 $0 $0
Temistocles Ferreira (Director) $0 $0 $0
Callum Grieve (Director (Thru Feb 2014)) $0 $0 $0
Eric Kostegan (Director) $0 $0 $0
Lisa Mello Frost (Director (Thru Nov 2014)) $0 $0 $0
Elaine A Seiler (Director (Thru Jul 2014)) $0 $0 $0
Patricia Sullivan (Director) $0 $0 $0
Joan Tiffany (Director) $0 $0 $0
M Ryan Wagner (Director) $0 $0 $0
Orson Watson (Director) $0 $0 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,670,961
Expenses
$2,204,321
Net Income
$1,466,640
Net Assets
$2,527,130
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,070,077
83.6%
Program Services $549,015
15.0%
Investment Income $22,150
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,666
0.2%
Net Inventory Sales $21,053
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $750,323
34.0%
Assets/Debt
Total Assets $3,035,397
Total Liabilities $508,267
Net Assets $2,527,130

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,054,842
Expenses
$1,979,157
Net Income
$75,685
Net Assets
$1,055,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,463,000
71.2%
Program Services $550,970
26.8%
Investment Income $21,129
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,819
Net Inventory Sales $21,562
1.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $765,546
38.7%
Assets/Debt
Total Assets $1,364,586
Total Liabilities $308,984
Net Assets $1,055,602

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,283,329
Expenses
$2,080,053
Net Income
$203,276
Net Assets
$903,552
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,814,838
79.5%
Program Services $431,532
18.9%
Investment Income $24,696
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$24,007
Net Inventory Sales $36,270
1.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $796,745
38.3%
Assets/Debt
Total Assets $1,256,559
Total Liabilities $353,007
Net Assets $903,552

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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