Civic Intelligence

Westfield Athenaeum

990 • Fiscal year 2023 • EIN 04-6004372

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

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

16th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.02x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

57th percentile

8.1%

Faster asset growth than 57% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

22%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$8,509,962

Up $634,222 (+8.1%) from 2022

Net Assets

Up

$8,468,902

Up $614,559 (+7.8%) from 2022

Liabilities

Up

$41,060

Up $19,663 (+92%) from 2022

Revenue

Up

$1,981,259

Up $356,058 (+22%) from 2022

Expenses

Up

$1,464,780

Up $64,826 (+4.6%) from 2022

Net Income

Up

$516,479

Up $291,232 (+129%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$8,509,962
Liabilities$41,060
Net Assets$8,468,902

Operations Trend

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

2023

Revenue$1,981,259
Expenses$1,464,780
Net Income$516,479
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,314,630
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$3,608,541$3,885,747▲ $277,206
Land, Buildings, and Equipment, Net$3,021,783$2,948,494▼ $73,289
Savings and Temporary Cash Investments$1,086,314$1,482,057▲ $395,743
Cash and Non-Interest-Bearing Accounts$158,300$192,868▲ $34,568
Pledges and Grants Receivable$802$796▼ $6
Total Assets$7,875,740$8,509,962▲ $634,222
Liabilities
Other Liabilities$8,669$36,314▲ $27,645
Accounts Payable and Accrued Expenses$12,728$4,746▼ $7,982
Total Liabilities$21,397$41,060▲ $19,663
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,694,300$5,367,630▲ $673,330
Net Assets Without Donor Restrictions$3,160,043$3,101,272▼ $58,771
Total Net Assets Fund Balance$7,854,343$8,468,902▲ $614,559
Total Liabilities and Net Assets / Fund Balance$7,875,740$8,509,962▲ $634,222

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,925,284$2,000,483$4,925,767
Land$23,210-$23,210

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,608,541-▲ $472,440$165,778$3,885,747
2021$4,427,180-▼ $620,209$163,742$3,608,541
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
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$1,559,406
Program Service Revenue
$0
Investment Income
$386,938
Other Revenue
$34,915
All Other Contributions
$365,471
Change in Net Assets
$516,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$943,408
Other Expenses$521,372
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$805,938$123,325-$929,263
Depreciation Depletion$93,716--$93,716
All Other Expenses$53,704--$53,704
Occupancy$46,119--$46,119
Other Expenses$39,823--$39,823
Insurance$26,473--$26,473
Office Expenses$21,769--$21,769
Payroll Taxes$12,406$1,739-$14,145
Fees for Services Accounting$2,500$2,500-$5,000
Fees for Services Legal$618--$618
Total Functional Expenses$1,337,216$127,564$0$1,464,780
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$36,314
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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. Andrea pennington - 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
2024-01-15

Organization Details

Principal Officer
Mark a Morin
Formed
1864
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
33
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Depreciation expense rounding -2.

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 478 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012728
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04746
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FREE PUBLIC LIBRARY AND HISTORICAL MUSEUM.
IRS990/AllOtherContributionsAmt0365471
IRS990/AllOtherExpensesGrp/ProgramServicesAmt053704
IRS990/AllOtherExpensesGrp/TotalAmt053704
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0MARK MORIN
IRS990/BooksInCareOfDetail/PhoneNum04135683101
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01440 RUSSELL ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WESTFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001085
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0158300
IRS990/CashNonInterestBearingGrp/EOYAmt0192868
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01559406
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0386938
IRS990/CYOtherExpensesAmt0521372
IRS990/CYOtherRevenueAmt034915
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0516479
IRS990/CYSalariesCompEmpBnftPaidAmt0943408
IRS990/CYTotalExpensesAmt01464780
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01981259
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt093716
IRS990/DepreciationDepletionGrp/TotalAmt093716
IRS990/Desc0THE BOOKMOBILE CIRCULATION AND OUTREACH PROGRAM CIRCULATED DELIVERED TO NEARLY 150 RESIDENTS WHO WOULD OTHERWISE NOT BE ABLE TO TO GET LIBRARY MATERIALS ON A REGULAR BASIS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04694300
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt05367630
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt033
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02500
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02500
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0618
IRS990/FeesForServicesLegalGrp/TotalAmt0618
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/PersonNm0PHILIP CAMERON
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA BURKOTT
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK MORIN
IRS990/Form990PartVIISectionAGrp/PersonNm3JAYNE MULLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LINDA SALTUS
IRS990/Form990PartVIISectionAGrp/PersonNm5DEBORAH STRYCHARZ
IRS990/Form990PartVIISectionAGrp/PersonNm6TRACIE KESTER
IRS990/Form990PartVIISectionAGrp/PersonNm7KATHY KNAPIK
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN KINGRA
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN DRUMMEY
IRS990/Form990PartVIISectionAGrp/PersonNm10MARIE FLAHIVE
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREA PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm12HARRY ROCK
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASST TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01864
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0236372
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt01193935
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0569743
IRS990/GrossReceiptsAmt02314630
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt026473
IRS990/InsuranceGrp/TotalAmt026473
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt075328
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0150566
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt075238
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03608541
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03885747
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02000483
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03021783
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02948494
IRS990/LandBldgEquipCostOrOtherBssAmt04948977
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0333371
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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/NetAssetsOrFundBalancesBOYAmt07854343
IRS990/NetAssetsOrFundBalancesEOYAmt08468902
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0236372
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0236372
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt098082
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03160043
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03101272
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt046119
IRS990/OccupancyGrp/TotalAmt046119
IRS990/OfficeExpensesGrp/ProgramServicesAmt021769
IRS990/OfficeExpensesGrp/TotalAmt021769
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherExpensesGrp/Desc0BOOKS PURCHASED
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2COMPUTER EXPENSE
IRS990/OtherExpensesGrp/Desc3GRANT FUND EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0124470
IRS990/OtherExpensesGrp/ProgramServicesAmt169310
IRS990/OtherExpensesGrp/ProgramServicesAmt240370
IRS990/OtherExpensesGrp/ProgramServicesAmt339823
IRS990/OtherExpensesGrp/TotalAmt0124470
IRS990/OtherExpensesGrp/TotalAmt169310
IRS990/OtherExpensesGrp/TotalAmt240370
IRS990/OtherExpensesGrp/TotalAmt339823
IRS990/OtherLiabilitiesGrp/BOYAmt08669
IRS990/OtherLiabilitiesGrp/EOYAmt036314
IRS990/OtherRevenueMiscGrp/BusinessCd0900002
IRS990/OtherRevenueMiscGrp/Desc0REVENUES AND FINES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt034915
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt034915
IRS990/OtherRevenueTotalAmt034915
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0123325
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0805938
IRS990/OtherSalariesAndWagesGrp/TotalAmt0929263
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01739
IRS990/PayrollTaxesGrp/ProgramServicesAmt012406
IRS990/PayrollTaxesGrp/TotalAmt014145
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0802
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0796
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK A MORIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ATHENAEUM PROVIDED 310 IN-PERSON PROGRAMS OVER THE COURSE OF THE YEAR. THERE WAS ALSO 7 OFF-SITE PROGAMS ALONG WITH 14 VIRTUAL PROGRAMS.
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01000
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01325216
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01380951
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0221114
IRS990/PYOtherExpensesAmt0468182
IRS990/PYOtherRevenueAmt023136
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0225247
IRS990/PYSalariesCompEmpBnftPaidAmt0931772
IRS990/PYTotalExpensesAmt01399954
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01625201
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0516479
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01086314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01482057
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0290471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0169523
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0133847
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0134210
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0473544
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01201595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt075238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt082962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt062692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt090625
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt088237
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0399754
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0107216
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94400
IRS990ScheduleA/PublicSupportPY170Pct00.94210
IRS990ScheduleA/PublicSupportTotal170Amt06741292
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt01268935
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt01211428
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt01044829
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt01017805
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0996700
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt05539697
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01559406
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01380951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01178676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01152015
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01470244
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06741292
IRS990ScheduleA/TotalSupportAmt07141046
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/BookValueAmt02925284
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02000483
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04925767
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt029456
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03608541
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03885747
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0472440
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0165778
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt034688
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04427180
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03608541
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-620209
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0163742
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt034358
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03592547
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04427180
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0991393
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0122402
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt033379
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03664785
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03592547
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108593
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0147452
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt033683
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03662583
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03664785
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0158246
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0122361
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt023210
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt023210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt036314
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED PAYROLL
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/TotalBookValueLandBuildingsAmt02948494
IRS990ScheduleD/TotalLiabilityAmt036314
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS REVIEW DRAFT 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DIRECTORS AND EMPLOYEES SIGN A CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. IF A CONFLICT EXISTS, THE DIRECTOR OR EMPLOYEE STATES THE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PHILIP 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. ANDREA PENNINGTON - 6 ELM STREET, WESTFIELD, MA 01085. HARRY ROCK - 6 ELM STREET, WESTFIELD, MA 01085.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DEPRECIATION EXPENSE ROUNDING -2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $5M-$10M nonprofits