Civic Intelligence

St. Johnsbury Athenaeum Inc.

990 • Fiscal year 2017 • EIN 03-0183005

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2019

Organization ProfileWWW.STJATHENAEUM.ORG
1171 Main StreetSt Johnsbury, VT 05819

(802) 748-8291

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

26th percentile

$62,306

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,718,747

Up $710,143 (+10%) from 2016

Net Assets

Up

$7,638,574

Up $649,132 (+9.3%) from 2016

Liabilities

Up

$80,173

Up $61,011 (+318%) from 2016

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin69th percentile

Revenue

Up

$744,054

Up $196,424 (+36%) from 2016

Expenses

Up

$660,986

Up $55,949 (+9.2%) from 2016

Net Income

Up

$83,068

Up $140,475 (+245%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $4,421,368Liabilities 2010: $23,705Net Assets 2010: $4,397,6632010Assets 2011: $4,504,648Liabilities 2011: $15,175Net Assets 2011: $4,489,4732011Assets 2012: $4,536,105Liabilities 2012: $14,663Net Assets 2012: $4,521,4422012Assets 2013: $6,653,960Liabilities 2013: $15,461Net Assets 2013: $6,638,4992013Assets 2014: $6,946,775Liabilities 2014: $16,143Net Assets 2014: $6,930,6322014Assets 2015: $6,793,958Liabilities 2015: $19,745Net Assets 2015: $6,774,2132015Assets 2016: $7,008,604Liabilities 2016: $19,162Net Assets 2016: $6,989,4422016Assets 2017: $7,718,747Liabilities 2017: $80,173Net Assets 2017: $7,638,5742017Assets 2018: $7,103,734Liabilities 2018: $70,220Net Assets 2018: $7,033,5142018Assets 2019: $8,156,087Liabilities 2019: $73,921Net Assets 2019: $8,082,1662019Assets 2020: $8,900,518Liabilities 2020: $66,619Net Assets 2020: $8,833,8992020Assets 2021: $10,194,894Liabilities 2021: $64,160Net Assets 2021: $10,130,7342021Assets 2022: $8,768,243Liabilities 2022: $83,417Net Assets 2022: $8,684,8262022Assets 2023: $9,476,067Liabilities 2023: $74,799Net Assets 2023: $9,401,2682023Assets 2024: $10,728,884Liabilities 2024: $92,244Net Assets 2024: $10,636,6402024

Highlighted filing

2017

Assets$7,718,747
Liabilities$80,173
Net Assets$7,638,574
Open 2017 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $497,219Expenses 2010: $622,171Net Income 2010: -$124,9522010Revenue 2011: $882,593Expenses 2011: $610,856Net Income 2011: $271,7372011Revenue 2012: $571,466Expenses 2012: $618,760Net Income 2012: -$47,2942012Revenue 2013: $2,292,459Expenses 2013: $549,245Net Income 2013: $1,743,2142013Revenue 2014: $1,151,917Expenses 2014: $502,749Net Income 2014: $649,1682014Revenue 2015: $385,453Expenses 2015: $497,037Net Income 2015: -$111,5842015Revenue 2016: $547,630Expenses 2016: $605,037Net Income 2016: -$57,4072016Revenue 2017: $744,054Expenses 2017: $660,986Net Income 2017: $83,0682017Revenue 2018: $735,935Expenses 2018: $880,442Net Income 2018: -$144,5072018Revenue 2019: $359,402Expenses 2019: $584,871Net Income 2019: -$225,4692019Revenue 2020: $924,108Expenses 2020: $606,614Net Income 2020: $317,4942020Revenue 2021: $1,358,471Expenses 2021: $615,210Net Income 2021: $743,2612021Revenue 2022: $370,683Expenses 2022: $694,668Net Income 2022: -$323,9852022Revenue 2023: $569,370Expenses 2023: $707,491Net Income 2023: -$138,1212023Revenue 2024: $1,243,030Expenses 2024: $793,722Net Income 2024: $449,3082024

Highlighted filing

2017

Revenue$744,054
Expenses$660,986
Net Income$83,068
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2019
Return Version
2017v2.3
Gross Receipts
$2,030,362
Mission and Program Overview

Mission

To provide cultural and educational services to communities as a library and art gallery

To provide cultural & educational services to communities as a library and art gallery

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,807,558$5,624,514▲ $816,956
Land, Buildings, and Equipment, Net$2,089,131$2,011,473▼ $77,658
Pledges and Grants Receivable$40,613$33,397▼ $7,216
Accounts Receivable$26,656$22,724▼ $3,932
Cash and Non-Interest-Bearing Accounts$32,051$12,120▼ $19,931
Prepaid Expenses and Deferred Charges$5,826$8,168▲ $2,342
Inventories for Sale or Use$6,769$6,351▼ $418
Total Assets$7,008,604$7,718,747▲ $710,143
Liabilities
Deferred Revenue-$57,500-
Accounts Payable and Accrued Expenses$19,162$22,673▲ $3,511
Total Liabilities$19,162$80,173▲ $61,011
Net Assets / Fund Balance
Unrestricted Net Assets$4,768,704$5,158,328▲ $389,624
Temporarily Rstr Net Assets$1,930,075$2,189,583▲ $259,508
Permanently Rstr Net Assets$290,663$290,663→ $0
Total Net Assets Fund Balance$6,989,442$7,638,574▲ $649,132
Total Liabilities and Net Assets / Fund Balance$7,008,604$7,718,747▲ $710,143

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,994,941$970,737$2,965,678
Equipment$16,531$100,025$116,556
Land$1-$1

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,130,454$264,560▲ $660,292$212,274$3,823,942
2016$2,941,892$196,735▲ $147,499$139,003$3,130,454
2015$2,958,782$15,600▲ $98,965$114,504$2,941,892
2014$2,648,187$163,079▲ $204,208$40,000$2,958,782
2013$2,078,270$239,903▲ $533,053$217,021$2,648,187
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert JolyExecutive DirectorFT$51,390$10,916$62,306

Board Members and Trustees

NameTitle
Elinor LevyChair
Mary SwainbankVice Chair
Beth EmersonTrustee
Bruce PalmerTrustee
Denise ScavittoTrustee
Diane CummingsTrustee
Edward BehrTrustee
Kurt ZschauTrustee
Lorraine ImpeyTrustee
Robert FordTrustee
Thomas WalesTrustee
Wesley WardTrustee
Wynne BrownTrustee
Shannon LenziniSecretary
James KischTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$467,062
Program Service Revenue
$3,978
Investment Income
$254,789
Other Revenue
$18,225
All Other Contributions
$352,062
Change in Net Assets
$83,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$349,763
Salaries, Compensation, and Employee Benefits$311,223
Total Fundraising Expense$75,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$142,281$7,828$42,439$192,548
Occupancy-$81,123-$81,123
Depreciation Depletion-$79,830-$79,830
Current Officers, Directors, Trustees, and Key Employees$25,695$25,696-$51,391
Other Employee Benefits$27,141$3,914$7,248$38,303
Fees for Service Investment Mgmnt Fees-$29,827-$29,827
Payroll Taxes$20,613$3,738$4,630$28,981
Insurance-$17,698-$17,698
Other Expenses$19,036$12,087$16,692$12,087
All Other Expenses$1,102$9,258-$10,360
Office Expenses-$7,086-$7,086
Fees for Services Accounting-$5,200-$5,200
Information Technology-$4,809-$4,809
Advertising--$4,554$4,554
Conferences and Meetings-$499-$499
Total Functional Expenses$250,895$334,528$75,563$660,986
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The executive director reviews and signs the form 990 after the finance committee has reviewed and approved.”

Form 990, Part VI, Section C, Line 18

“Documentation is available upon request.”

Form 990, Part VI, Section C, Line 19

“Documentation is available upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Wynne brown - 448 blanchard hill road, barnet, vt 05821. Lorraine impey - 98 washington avenue, st. Johnsbury, vt 05819. Elinor levy - 873 hastings road, waterford, vt 05819. James kisch - 1520 main street, st. Johnsbury, vt 05819. Thomas wales - 130 summer street, st. Johnsbury, vt 05819. Bruce palmer - 1471 greenbanks hollow road, danville, vt 05828. Beth emerson - po box 23, lyndon, vt 05849. Robert ford - 613 summer street, st. Johnsbury, vt 05819. Robert joly - 1171 main street, st. Johnsbury, vt 05819. Shannon lenzini - 34 idlewood terrace, st. Johnsbury, vt 05819. Diane cummings - 1555 main street, st. Johnsbury, vt 05819. Denise scavitto - 33 spruce street, st. Johnsbury, vt 05819. Mary swainbank - 621 pope brook road, danville, vt 05828. Wesley ward - 38 winn high drive, danville, vt 05828.”

Filing and Contact Details

Filer

Filer Name
St Johnsbury Athenaeum Inc
EIN
03-0183005
Phone
8027488291
Address
1171 MAIN STREET, ST JOHNSBURY, VT 05819

Signing Officer

Name
Robert Joly
Title
Exec Director
Phone
8027488291
Signed
2019-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Joly
Formed
1885
Legal Domicile
Vt
Voting Board Members
15
Independent Board Members
15
Employees
12
Volunteers
0

Preparer

Firm
A M Peisch & Company Llp
Address
24 AIRPORT ROAD SUITE 402, WEST LEBANON, NH 03784
Preparer
Mandy C Giles CPA
Phone
6033060100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Decrease in beneficial trust held outside the entity 222,785.”

Form 990, Part XII, Line 2C

“The finance committee selects the audit firm and oversees the audit.”

Page 1, Section B Amended Return

“The form 990 has been amended due to changes in final adjustments related to the review of the financial statements finalized after the filing date of the form 990. Amended items include: government grants were increased by $57,500 and net assets were decreased by $57,500 due to a prior period adjustment. Temporarily restricted net assets decreased and unrestricted net assets increased by $18,812 related to a correction.”

Financial Statement Notes

PART III, LINE 4:

“It is the policy of the athenaeum not to capitalize acquisition of collection items, primarily paintings, sculpture, other artwork, and designated volumes of books. Donated collection items are not recognized on the statement of activities. Purchases of collection items are recorded in the year in which the items were acquired as decreases of the appropriate net assets. Proceeds from deaccessions, reflected as increases in temporarily restricted net assets, are used exclusively to acquire other items for the collection. The board of trustees has elected not to present the book collection or the gallery collection in the financial statements. Therefore, the fair-market value of these collections is not reported in the financial statements or footnotes. Fair value of items from the book collection that have been given away, damaged, or lost is also not reported in the financial statements. No items from the art collection were given away, damaged, or lost during fiscal year 2017 or 2016.”

PART V, LINE 4:

“The intended use of the endowment is to generate income that may support the athenaeum's operating costs and programs and to maintain capital preservation to support the athenaeum's initiative and purpose.”

Raw XML AppendixShowing 400 of 556 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt019162
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022673
IRS990/AccountsReceivableGrp/BOYAmt026656
IRS990/AccountsReceivableGrp/EOYAmt022724
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE CULTURAL & EDUCATIONAL SERVICES TO COMMUNITIES AS A LIBRARY AND ART GALLERY
IRS990/AdvertisingGrp/FundraisingAmt04554
IRS990/AdvertisingGrp/TotalAmt04554
IRS990/AllOtherContributionsAmt0352062
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt09258
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01102
IRS990/AllOtherExpensesGrp/TotalAmt010360
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MELANIE FOX-MCGREGOR
IRS990/BooksInCareOfDetail/PhoneNum08027488291
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01171 MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST JOHNSBURY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005819
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt032051
IRS990/CashNonInterestBearingGrp/EOYAmt012120
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt025696
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025695
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt051391
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0499
IRS990/ConferencesMeetingsGrp/TotalAmt0499
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt03173
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0467062
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0254789
IRS990/CYOtherExpensesAmt0349763
IRS990/CYOtherRevenueAmt018225
IRS990/CYProgramServiceRevenueAmt03978
IRS990/CYRevenuesLessExpensesAmt083068
IRS990/CYSalariesCompEmpBnftPaidAmt0311223
IRS990/CYTotalExpensesAmt0660986
IRS990/CYTotalFundraisingExpenseAmt075563
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0744054
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt057500
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt079830
IRS990/DepreciationDepletionGrp/TotalAmt079830
IRS990/Desc0THE ORGANIZATION PROVIDES FREE LIBRARY SERVICES AND PROGRAMS TO THE LOCAL COMMUNITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0250213
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05200
IRS990/FeesForServicesAccountingGrp/TotalAmt05200
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt029827
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt029827
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1550.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1510916
IRS990/Form990PartVIISectionAGrp/PersonNm0WYNNE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm1LORRAINE IMPEY
IRS990/Form990PartVIISectionAGrp/PersonNm2ELINOR LEVY
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES KISCH
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS WALES
IRS990/Form990PartVIISectionAGrp/PersonNm5BRUCE PALMER
IRS990/Form990PartVIISectionAGrp/PersonNm6BETH EMERSON
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT FORD
IRS990/Form990PartVIISectionAGrp/PersonNm8SHANNON LENZINI
IRS990/Form990PartVIISectionAGrp/PersonNm9DIANE CUMMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm10DENISE SCAVITTO
IRS990/Form990PartVIISectionAGrp/PersonNm11MARY SWAINBANK
IRS990/Form990PartVIISectionAGrp/PersonNm12WESLEY WARD
IRS990/Form990PartVIISectionAGrp/PersonNm13KURT ZSCHAU
IRS990/Form990PartVIISectionAGrp/PersonNm14EDWARD BEHR
IRS990/Form990PartVIISectionAGrp/PersonNm15ROBERT JOLY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1551390
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01885
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0178616
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt0115000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01461751
IRS990/GrossReceiptsAmt02030362
IRS990/GrossSalesOfInventoryAmt014325
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04809
IRS990/InformationTechnologyGrp/TotalAmt04809
IRS990/InsuranceGrp/ManagementAndGeneralAmt017698
IRS990/InsuranceGrp/TotalAmt017698
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06769
IRS990/InventoriesForSaleOrUseGrp/EOYAmt06351
IRS990/InvestmentIncomeGrp/ExclusionAmt076173
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076173
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04807558
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05624514
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01070762
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02089131
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02011473
IRS990/LandBldgEquipCostOrOtherBssAmt03082235
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01283135
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE CULTURAL AND EDUCATIONAL SERVICES TO COMMUNITIES AS A LIBRARY AND ART GALLERY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06989442
IRS990/NetAssetsOrFundBalancesEOYAmt07638574
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0178616
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0178616
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt011152
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt011152
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0400779
IRS990/NoncashContributionsAmt06793
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt081123
IRS990/OccupancyGrp/TotalAmt081123
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07086
IRS990/OfficeExpensesGrp/TotalAmt07086
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0222785
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt07248
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03914
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt027141
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038303
IRS990/OtherExpensesGrp/Desc0PROGRAMS, & CONSERVATIO
IRS990/OtherExpensesGrp/Desc1BOOKS VIDEOS, & PERIODI
IRS990/OtherExpensesGrp/Desc2ANNUAL FUND/SPECIAL EVE
IRS990/OtherExpensesGrp/Desc3FRIENDS EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt016692
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045935
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112087
IRS990/OtherExpensesGrp/ProgramServicesAmt015027
IRS990/OtherExpensesGrp/ProgramServicesAmt119036
IRS990/OtherExpensesGrp/TotalAmt060962
IRS990/OtherExpensesGrp/TotalAmt119036
IRS990/OtherExpensesGrp/TotalAmt216692
IRS990/OtherExpensesGrp/TotalAmt312087
IRS990/OtherRevenueMiscGrp/BusinessCd0519100
IRS990/OtherRevenueMiscGrp/BusinessCd1519100
IRS990/OtherRevenueMiscGrp/BusinessCd2519100
IRS990/OtherRevenueMiscGrp/Desc0LIBRARY FEES AND FINES
IRS990/OtherRevenueMiscGrp/Desc1GIFT SHOP SALES
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03532
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12591
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt2950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03532
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12591
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2950
IRS990/OtherRevenueTotalAmt07073
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt042439
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07828
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0142281
IRS990/OtherSalariesAndWagesGrp/TotalAmt0192548
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04630
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03738
IRS990/PayrollTaxesGrp/ProgramServicesAmt020613
IRS990/PayrollTaxesGrp/TotalAmt028981
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0290663
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0290663
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt040613
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt033397
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05826
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08168
IRS990/PrincipalOfficerNm0ROBERT JOLY
IRS990/PriorPeriodAdjustmentsAmt0-57500
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/Desc0NON-RESIDENT CARDS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL & OTHER SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02428
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11550
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02428
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11550
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION OPERATES AND MAINTAINS AN ART GALLERY WITHIN THE ATHENAEUM AND SPONSORS RELATED PROGRAMS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0682
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0462557
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt054848
IRS990/PYOtherExpensesAmt0304471
IRS990/PYOtherRevenueAmt021965
IRS990/PYProgramServiceRevenueAmt08260
IRS990/PYRevenuesLessExpensesAmt0-57407
IRS990/PYSalariesCompEmpBnftPaidAmt0300566
IRS990/PYTotalExpensesAmt0605037
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0547630
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt083068
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt025376
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0352062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0347557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0115502
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0302657
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01931012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03048790
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0254789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt054848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0126290
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0709606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0213026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01358559
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022203
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt030225
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt028661
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt024654
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt033421
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0139164
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70760
IRS990ScheduleA/PublicSupportPY170Pct00.70660
IRS990ScheduleA/PublicSupportTotal170Amt03623790
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt0115000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt0115000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0115000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0115000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0115000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0575000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0467062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0462557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0230502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0417657
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02046012
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03623790
IRS990ScheduleA/TotalSupportAmt05121513
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.90610
IRS990ScheduleD/BuildingsGrp/BookValueAmt01994941
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0970737
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02965678
IRS990ScheduleD/CollectionUsedPreservationInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,718,747
Liabilities
$80,173
Net assets
$7,638,574
Revenue
$744,054
Expenses
$660,986
Net income
$83,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.09$10.6$1.24$0.79$0.45
2023Detailed filing. Detailed filing data is available for this year.$9.48$0.07$9.40$0.57$0.71$0.14
2022Detailed filing. Detailed filing data is available for this year.$8.77$0.08$8.68$0.37$0.69$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.06$10.1$1.36$0.62$0.74
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.90$0.07$8.83$0.92$0.61$0.32
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.16$0.07$8.08$0.36$0.58$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.07$7.03$0.74$0.88$0.14
2017Detailed filing. Detailed filing data is available for this year.$7.72$0.08$7.64$0.74$0.66$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.01$0.02$6.99$0.55$0.61$0.06
2015Detailed filing. Detailed filing data is available for this year.$6.79$0.02$6.77$0.39$0.50$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.95$0.02$6.93$1.15$0.50$0.65
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$6.65$0.02$6.64$2.29$0.55$1.74
2012Summary only. Only limited summary data is available for this year.$4.54$0.01$4.52$0.57$0.62$0.05
2011Summary only. Only limited summary data is available for this year.$4.50$0.02$4.49$0.88$0.61$0.27
2010Summary only. Only limited summary data is available for this year.$4.42$0.02$4.40$0.50$0.62$0.12