Civic Intelligence

Westfield Athenaeum

990 • Fiscal year 2021 • EIN 04-6004372

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 20, 2022

Organization ProfileWWW.WESTATH.ORG
CO Morin Oshea Pc PO BoxWestfield, MA 01086-0858

(413) 568-0638

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

64th percentile

21%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

59th percentile

14%

Faster asset growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

51st percentile

12%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$8,470,752

Up $1,017,052 (+14%) from 2020

Net Assets

Up

$8,449,289

Up $1,020,877 (+14%) from 2020

Liabilities

Down

$21,463

Down $3,825 (-15%) from 2020

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin64th percentile

Revenue

Up

$1,529,639

Up $164,137 (+12%) from 2020

Expenses

Down

$1,215,733

Down $159,905 (-12%) from 2020

Net Income

Up

$313,906

Up $324,042 (+3197%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$10M$5.0M$0Assets 2011: $5,509,604Liabilities 2011: $7,951Net Assets 2011: $5,501,6532011Assets 2012: $5,396,332Liabilities 2012: $22,587Net Assets 2012: $5,373,7452012Assets 2013: $5,552,103Liabilities 2013: $21,871Net Assets 2013: $5,530,2322013Assets 2014: $5,885,336Liabilities 2014: $52,871Net Assets 2014: $5,832,4652014Assets 2015: $5,774,034Liabilities 2015: $36,415Net Assets 2015: $5,737,6192015Assets 2016: $5,588,684Liabilities 2016: $71,678Net Assets 2016: $5,517,0062016Assets 2017: $6,633,876Liabilities 2017: $33,895Net Assets 2017: $6,599,9812017Assets 2018: $7,191,839Liabilities 2018: $50,984Net Assets 2018: $7,140,8552018Assets 2019: $7,533,890Liabilities 2019: $28,638Net Assets 2019: $7,505,2522019Assets 2020: $7,453,700Liabilities 2020: $25,288Net Assets 2020: $7,428,4122020Assets 2021: $8,470,752Liabilities 2021: $21,463Net Assets 2021: $8,449,2892021Assets 2022: $7,875,740Liabilities 2022: $21,397Net Assets 2022: $7,854,3432022Assets 2023: $8,509,962Liabilities 2023: $41,060Net Assets 2023: $8,468,9022023Assets 2024: $8,459,589Liabilities 2024: $40,652Net Assets 2024: $8,418,9372024

Highlighted filing

2021

Assets$8,470,752
Liabilities$21,463
Net Assets$8,449,289
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,176,086Expenses 2011: $1,366,333Net Income 2011: -$190,2472011Revenue 2012: $1,089,202Expenses 2012: $1,224,883Net Income 2012: -$135,6812012Revenue 2013: $1,076,428Expenses 2013: $1,262,490Net Income 2013: -$186,0622013Revenue 2014: $1,102,792Expenses 2014: $1,278,647Net Income 2014: -$175,8552014Revenue 2015: $1,199,070Expenses 2015: $1,279,725Net Income 2015: -$80,6552015Revenue 2016: $1,176,751Expenses 2016: $1,285,229Net Income 2016: -$108,4782016Revenue 2017: $2,130,853Expenses 2017: $1,336,732Net Income 2017: $794,1212017Revenue 2018: $1,757,423Expenses 2018: $1,309,737Net Income 2018: $447,6862018Revenue 2019: $1,570,510Expenses 2019: $1,360,866Net Income 2019: $209,6442019Revenue 2020: $1,365,502Expenses 2020: $1,375,638Net Income 2020: -$10,1362020Revenue 2021: $1,529,639Expenses 2021: $1,215,733Net Income 2021: $313,9062021Revenue 2022: $1,625,201Expenses 2022: $1,399,954Net Income 2022: $225,2472022Revenue 2023: $1,981,259Expenses 2023: $1,464,780Net Income 2023: $516,4792023Revenue 2024: $1,470,113Expenses 2024: $1,663,227Net Income 2024: -$193,1142024

Highlighted filing

2021

Revenue$1,529,639
Expenses$1,215,733
Net Income$313,906
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 20, 2022
Return Version
2020v4.1
Gross Receipts
$2,195,343
Mission and Program Overview

Mission

To enrich the diverse community of westfield by providing open access to educational, cultural, recreational and informational resources and programs.

Free public library and historical museum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,592,547$4,427,180▲ $834,633
Land, Buildings, and Equipment, Net$2,943,428$2,893,435▼ $49,993
Savings and Temporary Cash Investments$881,469$1,034,878▲ $153,409
Pledges and Grants Receivable$0$66,573▲ $66,573
Cash and Non-Interest-Bearing Accounts$36,256$45,556▲ $9,300
Total Assets$7,453,700$8,470,752▲ $1,017,052
Other Assets Total$0$3,130▲ $3,130
Liabilities
Accounts Payable and Accrued Expenses$20,203$11,035▼ $9,168
Other Liabilities$5,085$10,428▲ $5,343
Total Liabilities$25,288$21,463▼ $3,825
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,181,100$5,109,560▲ $928,460
Net Assets Without Donor Restrictions$3,247,312$3,339,729▲ $92,417
Total Net Assets Fund Balance$7,428,412$8,449,289▲ $1,020,877
Total Liabilities and Net Assets / Fund Balance$7,453,700$8,470,752▲ $1,017,052

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,743,976$1,005,704$3,749,680
Other Land Buildings$126,249$814,588$940,837
Land$23,210-$23,210

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,592,547-▲ $991,393$122,402$4,427,180
2019$3,664,785-▲ $108,593$147,452$3,592,547
2018$3,662,583-▲ $158,246$122,361$3,664,785
2017$3,585,938-▲ $289,130$177,748$3,662,583
2016$3,484,001-▲ $303,516$158,397$3,585,938
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Susan DrummeyPresident
Donna BurkottDirector
Harry RockDirector
Jayne MulliganDirector
Kathy KnapikDirector
Linda SaltusDirector
Marie FlahiveDirector
Patricia Steele-perkinsDirector
Philip CameronDirector
Susan KingraDirector
Deborah StrycharzAsst Treasurer
Tracie KesterSecretary
Mark MorinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,178,676
Program Service Revenue
$0
Investment Income
$344,990
Other Revenue
$5,973
All Other Contributions
$133,847
Change in Net Assets
$313,906

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,529,639
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$706,971
Total Revenue per Audited Statements
$2,236,610
Total Revenue per Form 990
$1,529,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$799,590
Other Expenses$416,143
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,983$124,741-$787,724
Depreciation Depletion$85,072--$85,072
Fees for Service Investment Mgmnt Fees$34,358--$34,358
Other Expenses$30,427--$30,427
Occupancy$28,511--$28,511
All Other Expenses$28,096--$28,096
Insurance$23,323--$23,323
Office Expenses$13,430--$13,430
Payroll Taxes$9,987$1,879-$11,866
Fees for Services Accounting$2,500$2,500-$5,000
Total Functional Expenses$1,086,613$129,120$0$1,215,733

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,215,733
Total Expenses per Audited Statements$1,215,733
Total Expenses per Form 990$1,215,733
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Payroll$10,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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

“Board of directors review draft 990 before filing.”

Form 990, Part VI, Section B, line 12C

“Directors and employees sign a conflict of interest policy statement annually. If a conflict exists, the director or employee states the conflict.”

Form 990, Part VI, Section B, line 15

“A personnel committee consisting of 4 board members make a recomendation to the board of directors based on their review of the executive directors job performance based on written and agreed upon goals set up in the prior year. The executive director reviews all employees in the same manner.”

Form 990, Part VI, Section C, line 19

“All documents are available upon request.”

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

“Philip cameron - 6 elm street, westfield, ma 01085. Donna burkott - 6 elm street, westfield, ma 01085. Mark morin - 6 elm street, westfield, ma 01085. Jayne mulligan - 6 elm street, westfield, ma 01085. Linda saltus - 6 elm street, westfield, ma 01085. Deborah strycharz - 6 elm street, westfield, ma 01085. Tracie kester - 6 elm street, westfield, ma 01085. Kathy knapik - 6 elm street, westfield, ma 01085. Susan kingra - 6 elm street, westfield, ma 01085. Susan drummey - 6 elm street, westfield, ma 01085. Marie flahive - 6 elm street, westfield, ma 01085. Patricia steele-perkins - 6 elm street, westfield, ma 01085. Harry rock - 6 elm street, westfield, ma 01085.”

Filing and Contact Details

Filer

Filer Name
Westfield Athenaeum
EIN
04-6004372
Phone
4135680638
Address
CO MORIN OSHEA PC PO BOX, WESTFIELD, MA 01086-0858

Signing Officer

Name
Mark a Morin
Title
Treasurer
Phone
4135683101
Signed
2022-01-20

Organization Details

Principal Officer
Mark Morin
Formed
1864
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
31
Volunteers
0
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The organization uses 5% of the value of the fund over a 3 year rolling average to help support the operations and programs of the athenaeum.”

Part X, Line 2:

“Effective for the year ended december 31,2009, the athenaeum has adopted fasb asc 740-10-25, "accounting for uncertainty in income taxes". Fasb asc 740-10-25 prescribes a comprehensive model for the financial statement recognition, measurement, classification and disclosure of uncertain tax positions. Management has not identified any uncertain positions and, therefore, no liability has been recorded in the financial statements.”

Raw XML AppendixShowing 400 of 484 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.

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IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENRICH THE DIVERSE COMMUNITY OF WESTFIELD BY PROVIDING OPEN ACCESS TO EDUCATIONAL, CULTURAL, RECREATIONAL AND INFORMATIONAL RESOURCES AND PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07428412
IRS990/NetAssetsOrFundBalancesEOYAmt08449289
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0282298
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0282298
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0706971
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03247312
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03339729
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt028511
IRS990/OccupancyGrp/TotalAmt028511
IRS990/OfficeExpensesGrp/ProgramServicesAmt013430
IRS990/OfficeExpensesGrp/TotalAmt013430
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt03130
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BOOKS PURCHASED
IRS990/OtherExpensesGrp/Desc1COMPUTER EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3GRANT FUND EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0103020
IRS990/OtherExpensesGrp/ProgramServicesAmt132914
IRS990/OtherExpensesGrp/ProgramServicesAmt231992
IRS990/OtherExpensesGrp/ProgramServicesAmt330427
IRS990/OtherExpensesGrp/TotalAmt0103020
IRS990/OtherExpensesGrp/TotalAmt132914
IRS990/OtherExpensesGrp/TotalAmt231992
IRS990/OtherExpensesGrp/TotalAmt330427
IRS990/OtherLiabilitiesGrp/BOYAmt05085
IRS990/OtherLiabilitiesGrp/EOYAmt010428
IRS990/OtherRevenueMiscGrp/BusinessCd0900002
IRS990/OtherRevenueMiscGrp/Desc0REVENUES AND FINES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05973
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05973
IRS990/OtherRevenueTotalAmt05973
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0124741
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0662983
IRS990/OtherSalariesAndWagesGrp/TotalAmt0787724
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01879
IRS990/PayrollTaxesGrp/ProgramServicesAmt09987
IRS990/PayrollTaxesGrp/TotalAmt011866
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt066573
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK MORIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT (92 PROGRAMS IN 2021) AND CHILDREN'S (81 PROGRAMS IN 2021) READING PROGRAMS OFFERED PARTICIPANTS AN OPPORTUNITY TO WRITE AND POST COMMENTS ABOUT WHAT THEY READ. OVER 10,157(9,251 ADULTS, 806 CHILDREN IN 2021) PEOPLE PARTICIPATED IN BOTH PROGRAMS.PROGRAMS WERE GREATLY LIMITED DUE TO COVID AND WERE PROVIDED VIRTUALLY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010000
IRS990/ProgSrvcAccomActy3Grp/Desc0THE EDWIN SMITH HISTORICAL MUSEUM IS OPEN TWO DAYS A WEEK WHILE OVER 500 SCHOOL AGED CHILDREN VISITED THE MUSEUM TO LEARN ABOUT COLONIAL DAYS AND THE DEVELOPMENT OF AGRICULTURE AND INDUSTRY IN WESTFIELD. THE VISITATIONS WERE LIMITED TO COVID.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVIDING OPEN ACCESS TO LIBRARY AND ITS CONTENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01074663
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01152115
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194988
IRS990/PYOtherExpensesAmt0489524
IRS990/PYOtherRevenueAmt018399
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-10136
IRS990/PYSalariesCompEmpBnftPaidAmt0886114
IRS990/PYTotalExpensesAmt01375638
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01365502
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0313906
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0881469
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01034878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0133847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0134210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0473544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0537024
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0972080
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02250705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt062692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt090625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt088237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt088514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt068901
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0398969
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt094260
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94840
IRS990ScheduleA/PublicSupportPY170Pct00.94600
IRS990ScheduleA/PublicSupportTotal170Amt07333818
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt01044829
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt01017805
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0996700
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0995857
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt01027922
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt05083113
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01178676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01152015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01470244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01532881
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02000002
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt07333818
IRS990ScheduleA/TotalSupportAmt07732787
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02743976
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01005704
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03749680
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt034358
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03592547
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04427180
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0991393
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0122402
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt033379
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03664785
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03592547
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0147452
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt033683
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03662583
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03664785
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0122361
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt034737
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03585938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03662583
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0289130
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0177748
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt033182
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03484001
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03585938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0303516
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0158397
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01215733
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt023210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023210
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0706971
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0126249
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0814588
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0940837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010428
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0706971
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01529639
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION USES 5% OF THE VALUE OF THE FUND OVER A 3 YEAR ROLLING AVERAGE TO HELP SUPPORT THE OPERATIONS AND PROGRAMS OF THE ATHENAEUM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EFFECTIVE FOR THE YEAR ENDED DECEMBER 31,2009, THE ATHENAEUM HAS ADOPTED FASB ASC 740-10-25, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". FASB ASC 740-10-25 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, CLASSIFICATION AND DISCLOSURE OF UNCERTAIN TAX POSITIONS. MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN POSITIONS AND, THEREFORE, NO LIABILITY HAS BEEN RECORDED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02893435
IRS990ScheduleD/TotalExpensesPerForm990Amt01215733
IRS990ScheduleD/TotalLiabilityAmt010428
IRS990ScheduleD/TotalRevenuePerForm990Amt01529639
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02236610
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01215733
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS REVIEW DRAFT 990 BEFORE FILING.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,470,752
Liabilities
$21,463
Net assets
$8,449,289
Revenue
$1,529,639
Expenses
$1,215,733
Net income
$313,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.46$0.04$8.42$1.47$1.66$0.19
2023Detailed filing. Detailed filing data is available for this year.$8.51$0.04$8.47$1.98$1.46$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.88$0.02$7.85$1.63$1.40$0.23
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.47$0.02$8.45$1.53$1.22$0.31
2020Summary only. Only limited summary data is available for this year.$7.45$0.03$7.43$1.37$1.38$0.01
2019Summary only. Only limited summary data is available for this year.$7.53$0.03$7.51$1.57$1.36$0.21
2018Summary only. Only limited summary data is available for this year.$7.19$0.05$7.14$1.76$1.31$0.45
2017Summary only. Only limited summary data is available for this year.$6.63$0.03$6.60$2.13$1.34$0.79
2016Summary only. Only limited summary data is available for this year.$5.59$0.07$5.52$1.18$1.29$0.11
2015Summary only. Only limited summary data is available for this year.$5.77$0.04$5.74$1.20$1.28$0.08
2014Summary only. Only limited summary data is available for this year.$5.89$0.05$5.83$1.10$1.28$0.18
2013Summary only. Only limited summary data is available for this year.$5.55$0.02$5.53$1.08$1.26$0.19
2012Summary only. Only limited summary data is available for this year.$5.40$0.02$5.37$1.09$1.22$0.14
2011Summary only. Only limited summary data is available for this year.$5.51$0.01$5.50$1.18$1.37$0.19