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Environment : Environmental Protection and Conservation

The Marion Institute

Root case solution based non-profit that acts as an incubator for programs & serendipity projects

three stars

85.84

202 Spring Street Marion, MA 02738
tel: (508) 748-0816   Web Site
EIN: 04-3206583

Board Leadership
Michael Baldwin
Co-Founder and President

CEO
Liz Wiley
Executive Director

  Score
(out of 100)
Rating
Overall Score & Rating 85.84 three stars
  Financial 93.68 four stars
  Accountability & Transparency 81.00 three stars
This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.

Founded in 1993, the Marion Institute acts as an incubator for a diverse array of programs and projects that delve into the root cause of an issue and seeks to create deep and positive change. We work with individuals, schools and communities to inspire change in the areas of health and healing, sustainability, green economics, environmental education, spirituality and much more. The Marion Institute seeks to engage the widest possible number of people in seeing, connecting and participating in new ways that best support their own lives, and those of the wider community at large. We believe in the interdependence of all life and the critical balance necessary for a sustainable future.

Founded in 1993, the Marion Institute acts as an incubator for a diverse array of programs and projects that delve into the root cause of an issue and seeks to create deep and positive change. We work with individuals, schools and communities to inspire change in the areas of health and healing, sustainability, green economics, environmental education, spirituality and much more. The Marion Institute seeks to engage the widest possible number of people in seeing, connecting and participating in new ways that best support their own lives, and those of the wider community at large. We believe in the interdependence of all life and the critical balance necessary for a sustainable future.

Impact Information

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Financial

four stars

93.68

Accountability & Transparency

three stars

81.00

This rating was published 08/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.4%
  Administrative Expenses 14.4%
  Fundraising Expenses 5.0%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.71
  Program Expenses Growth 26.3%
  Liabilities to Assets 28.3%
All data for Financial Performance Metrics calculations was provided by The Marion Institute on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Marion Institute on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The Marion Institute (MA) 85.84 three stars
Training Resources for the Environmental Community (NM) 89.73 three stars
Quebec-Labrador Foundation (MA) 92.79 four stars
As You Sow (CA) 93.98 four stars
Conservancy of Southwest Florida (FL) 89.66 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,979,669
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $1,979,669
   Program Service Revenue $184,373
Total Primary Revenue $2,164,042
   Other Revenue $32,559
TOTAL REVENUE $2,196,601
   
EXPENSES  
   Program Expenses $1,705,457
   Administrative Expenses $248,855
   Fundraising Expenses $71,582
TOTAL FUNCTIONAL EXPENSES $2,025,894
   
Payments to Affiliates $0
Excess (or Deficit) for the year $170,707
   
Net Assets $1,041,373

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Bioregulatory Medicine Network $749,895 44.0%
Bus Rapid Transit $676,527 39.7%
Grow Education $140,355 8.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-09 08/01/2019 85.84 three stars
2017-09 03/01/2019 78.69 two stars
2016-09 03/01/2018 76.77 two stars
2015-09 11/01/2016 76.94 two stars
2014-09 06/01/2016 82.30 three stars
 
CN 2.0
2014-09 12/22/2015 81.05 three stars
2013-09 04/01/2015 81.29 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 04-3206583
Name in IRS Master File THE MARION INSTITUTE INC
NTEE Code T90
NTEE Classification Named Trusts/Foundations N.E.C.
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (994) Described in section 170(b)1)(a)(vi) of the Code
(123) Discussion groups, forums, panels lectures, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date January, 1994
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013
Compensation % of Expenses Paid to Title
$70,704 3.49% Robyn Branco Executive Director

Highly Rated

Charity Name & State Overall Score Overall Rating
The Marion Institute (MA) 85.84 three stars
Western North Carolina Alliance (NC) 87.63 three stars
Keep Pennsylvania Beautiful (PA) 93.51 four stars
Beyond Pesticides (DC) 90.35 four stars
Rural Advancement Foundation International-USA (NC) 100.00 four stars

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Charity Contact Info

The Marion Institute
202 Spring Street
Marion, MA 02738
tel: (508) 748-0816
fax: (508) 748-1976
EIN: 04-3206583

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Board Leadership

Michael Baldwin
Co-Founder and President

CEO

Liz Wiley
Executive Director

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