PROVIDENCE ATHENAEUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PROVIDENCE ATHENAEUM (EIN 05-0258928)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201111369349303546
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T15:27:34-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLEN SCORPIO & CERILLI | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 CEDAR STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050258928 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Providence Athenaeum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PROV | NameControl |
| Phone | 4014216970 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Benefit Street | AddressLine1 |
| City | Providence | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALISON MAXELL | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4014216970 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY W SCORPIO | Name |
| Phone | 4017513860 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ALISON MAXELL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Benefit Street | AddressLine1 |
| City | Providence | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6931184 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.providenceathenaeum.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1753 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | THE PROVIDENCE ATHENAEUM, FOUNDED IN 1753 AS A MEMBER-SUPPORTED LIBRARY, WILL PROVIDE A COLLECTION OF BOOK, OTHER MATERIALS, AND PROGRAMS TO ANYONE, OF ANY AGE, WHO LOVES READING, APPRECIATES LITERATURE, AND ENJOYS INTELLECTUAL DISCOVERY. THE ATHENAEUM WILL DEVELOP, CONSERVE, AND MAINTAIN ITS COLLECTIONS AND ITS HISTORIC BUILDING TO ENSURE A CULTURAL HERITAGE FOR FUTURE GENERATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 20 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 523444 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 872589 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24357 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27161 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 163771 | InvestmentIncomePriorYear |
| Investment Income Current Year | -789397 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12469 | OtherRevenuePriorYear |
| Other Revenue Current Year | 28761 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 724041 | TotalRevenuePriorYear |
| Total Revenue Current Year | 139114 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 551117 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 573648 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 35174 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 301587 | OtherExpensePriorYear |
| Other Expenses Current Year | 329994 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 852704 | TotalExpensesPriorYear |
| Total Expenses Current Year | 903642 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -128663 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -764528 | RevenuesLessExpensesCY |
| Total Assets BOY | 8312491 | TotalAssetsBOY |
| Total Assets EOY | 9361115 | TotalAssetsEOY |
| Total Liabilities BOY | 73858 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 72888 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8238633 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9288227 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PROVIDENCE ATHENAEUM IS AN INDEPENDENT, MEMBER-SUPPORTED LIBRARY THAT OPENED ON BENEFIT STREET IN 1838. ITS ANTECEDENT WAS AN EARLIER LIBRARY, THE PROVIDENCE LIBRARY COMPANY, FOUNDED IN 1753. HAVING ALWAYS BEEN ORGANIZED AS A CULTURAL INSTITUTION FOR THE BENEFIT OF THE ENTIRE COMMUNITY, THE ATHENAEUM OBTAINED RECOGNITION AS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION IN THE 1970s. TODAY IT CONTINUES TO FULFILL THE INTENTION OF ITS FOUNDERS BY OFFERING A BROAD RANGE OF SERVICES TO A DIVERSE PUBLIC, NEARLY 1,000 OF WHOM SUPPORT THE LIBRARY DIRECTLY THROUGH MEMBERSHIP AND DONATION. THE COLLECTIONS, PROGRAMMING AND THE SERVICES WE PROVIDE ARE OF PRIMARY INTEREST TO LOCAL AS WELL AS NATIONAL SCIENTISTS, AUTHORS, EDUCATORS, MUSICIANS, ACTORS, POETS, ARTISTS, AND JOURNALISTS FROM ALL WALKS OF LIFE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 378894 | Expense |
| Description | CIRCULATING LIBRARY: THE PROVIDENCE ATHENAEUM HAS ALWAYS BEEN DEDICATED TO SERVING THE GENERAL READER AND PUBLIC. THE LIBRARY HOUSES SOME 200,000 BOOKS, INCLUDING CONTEMPORARY TITLES AND MATERIALS ON CD AND DVD. THE ATHENAEUM SELECTS THE BEST PUBLISHED LITERATURE, FICTION AND NON-FICTION AVAILABLE EACH YEAR IN A VARIETY OF SUBJECTS FOR THE INFORMED READER. OUR COLLECTIONS ARE ACCESSIBLE ONSITE AND THROUGH AN AUTOMATED CATALOGING SYSTEM, AND A CONTINUALLY UPDATED WEBSITE. DURING FISCAL YEAR 2009-2010, WE ADDED 1,585 ITEMS, CIRCULATED 39,273 ITEMS, ANSWERED 176 REFERENCE QUESTIONS, AND CONDUCTED 65 RESEARCH APPOINTMENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157872 | Expense |
| Revenue | 27161 | Revenue |
| Description | PUBLIC PROGRAMS: THE PROVIDENCE ATHENAEUM OFFERS YEAR-ROUND CHILDREN'S PROGRAMS, INCLUDING STORY HOURS, ARTS AND CRAFTS, AND SEASONAL EVENTS. ADULTS ALSO ENJOY A VARIETY OF LIVELY PROGRAMS SUCH AS POETRY READINGS, LECTURES ON TRAVEL, CONTEMPORARY ISSUES, AND THE ARTS. DURING FISCAL YEAR 2009-2010, WE HOSTED 217 CHILDREN'S EVENTS, 39 ADULT PROGRAMS, AND CURATED APPROXIMATELY 25 EXHIBITS/TOURS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 94723 | Expense |
| Description | HISTORIC PRESERVATION OF COLLECTIONS AND BUILDING: THE ATHENAEUM'S COLLECTIONS AND HISTORIC BUILDING ARE MAINTAINED IN THE SPIRIT OF ITS FOUNDERS IN ORDER TO ENRICH THE LIVES OF ALL WHO ENTER ITS GRANITE WALLS. THE ATHENAEUM, KNOWN BY ITS HANDSOME GREEK REVIVAL BUILDING, MAINTAINS SPECIAL COLLECTIONS THAT ARE VALUABLE AND RARE. OUR COLLECTIONS HIGHLIGHT THE STRENGTHS OF THE PROVIDENCE ATHENAEUM AND ITS ANTECEDENTS SINCE 1753, IN DOCUMENTING THE HISTORY OF THE BOOK AND BOOK CULTURE IN PROVIDENCE DURING THE 18TH AND 19TH CENTURIES. THE BUILDING AND GROUNDS COMMITTEE, A BOARD COMMITTEE, OVERSEES THE BUILDING, FURNISHINGS, AND GROUNDS OF THE PROVIDENCE ATHENAEUM, PRIORITIZES THE NEED FOR ELECTIVE REPAIRS OR CHANGES AND MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON HOW TO PROCEED. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 631489 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 20 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 0 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4014216970 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 Benefit Street | AddressLine1 |
| City | Providence | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| ALAYNE BARNICOAT | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| DEMING SHERMAN | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MARY LOUISE KENNEDY | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| LYNN O'MARRA | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| JULIE ANDREWS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JONATHAN BELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD CONGDON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MINDY MATOUK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ELLEN HAYES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHEILA HUGHES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JANE LANCASTER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BETTY LANG | ||||||
| EX-OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| KIM MAYER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID NISHIMURA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD OLSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY PHILBRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRETT RUTHERFORD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MEREDITH SWAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TED WIDMER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID WARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALISON MAXELL | ||||||
| EXECUTIVE DIRECTOR | 35.00 | X | 86796 | 0 | 4190 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 86796 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 4190 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 135919 | MembershipDues |
| All Other Contributions | 736670 | AllOtherContributions |
| Total Contributions | 872589 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SPONSORSHIPS A | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9889 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9889 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17272 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17272 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27161 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218856 | TotalRevenueColumn |
| Exclusion | $218,856 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5767144 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6775397 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1008253 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1008253 | TotalRevenueColumn |
| Exclusion | -$1,008,253 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 45434 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 16673 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28761 | TotalRevenueColumn |
| Exclusion | $28,761 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27161 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$760,636 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90986 | Total |
| Program Services | 60051 | ProgramServices |
| Management And General | 27296 | ManagementAndGeneral |
| Fundraising | 3639 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384372 | Total |
| Program Services | 254248 | ProgramServices |
| Management And General | 114814 | ManagementAndGeneral |
| Fundraising | 15310 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18564 | Total |
| Program Services | 12253 | ProgramServices |
| Management And General | 5569 | ManagementAndGeneral |
| Fundraising | 742 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43787 | Total |
| Program Services | 28893 | ProgramServices |
| Management And General | 13133 | ManagementAndGeneral |
| Fundraising | 1761 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35939 | Total |
| Program Services | 23719 | ProgramServices |
| Management And General | 10782 | ManagementAndGeneral |
| Fundraising | 1438 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9000 | Total |
| Management And General | 9000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28431 | Total |
| Management And General | 28431 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25500 | Total |
| Program Services | 17730 | ProgramServices |
| Management And General | 7020 | ManagementAndGeneral |
| Fundraising | 750 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1874 | Total |
| Program Services | 350 | ProgramServices |
| Management And General | 159 | ManagementAndGeneral |
| Fundraising | 1365 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25157 | Total |
| Program Services | 12316 | ProgramServices |
| Management And General | 5299 | ManagementAndGeneral |
| Fundraising | 7542 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3170 | Total |
| Program Services | 2092 | ProgramServices |
| Management And General | 951 | ManagementAndGeneral |
| Fundraising | 127 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37767 | Total |
| Program Services | 32755 | ProgramServices |
| Management And General | 4408 | ManagementAndGeneral |
| Fundraising | 604 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1609 | Total |
| Program Services | 1062 | ProgramServices |
| Management And General | 483 | ManagementAndGeneral |
| Fundraising | 64 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 510 | Total |
| Program Services | 337 | ProgramServices |
| Management And General | 153 | ManagementAndGeneral |
| Fundraising | 20 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106682 | Total |
| Program Services | 104495 | ProgramServices |
| Management And General | 1931 | ManagementAndGeneral |
| Fundraising | 256 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| INSURANCE | 33709 | 30689 | 2951 | 69 |
| PROGRAM EXPENSES | 23177 | 23177 | ||
| CATALOGUING FEES | 17735 | 17735 | ||
| MISCELLANEOUS EXPENSE | 6376 | 4535 | 1841 | |
| Payroll Service fees | 3263 | 1891 | 1372 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6034 | Total |
| Program Services | 5052 | ProgramServices |
| Management And General | 867 | ManagementAndGeneral |
| Fundraising | 115 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 903642 | Total |
| Program Services | 631489 | ProgramServices |
| Management And General | 236979 | ManagementAndGeneral |
| Fundraising | 35174 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90776 | BOY |
| EOY | 65437 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6811 | BOY |
| EOY | 18122 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14750 | BOY |
| EOY | 14193 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2676602 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1078508 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1584009 | BOY |
| EOY | 1598094 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6609786 | BOY |
| EOY | 7641191 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5540 | BOY |
| EOY | 23446 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 819 | BOY |
| EOY | 632 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8312491 | BOY |
| EOY | 9361115 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73858 | BOY |
| EOY | 72888 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 73858 | BOY |
| EOY | 72888 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5298976 | BOY |
| EOY | 7281974 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 75719 | BOY |
| EOY | 492794 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2863938 | BOY |
| EOY | 1513459 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8238633 | BOY |
| EOY | 9288227 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8312491 | BOY |
| EOY | 9361115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82859 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 400163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 399308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 523444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 371364 | CurrentTaxYear |
| Total | 1777138 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82859 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 400163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 399308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 523444 | CurrentTaxYearMinus1Year |
| Current Tax Year | 371364 | CurrentTaxYear |
| Total | 1777138 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1777138 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 75569 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238360 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 231857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 225011 | CurrentTaxYearMinus1Year |
| Current Tax Year | 218704 | CurrentTaxYear |
| Total | 989501 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2766639 | TotalSupport |
| Gross Receipts From Admissions Etc | 320934 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.64230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.70870 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 2 | TotalNumberOfEasements |
| Total Acreage | 0.50 | TotalAcreage |
| Nmbr Hist Struct Easements | 2 | NmbrHistStructEasements |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2864806 | BeginningOfYearBalance |
| Contributions | 501225 | Contributions |
| Investment Earnings Or Losses | 1024573 | InvestmentEarningsOrLosses |
| Other Expenditures | 427914 | OtherExpenditures |
| Administrative Expenses | 28431 | AdministrativeExpenses |
| End Of Year Balance | 3934259 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2907547 | BeginningOfYearBalance |
| Contributions | 220 | Contributions |
| Investment Earnings Or Losses | -17332 | InvestmentEarningsOrLosses |
| Administrative Expenses | 25629 | AdministrativeExpenses |
| End Of Year Balance | 2864806 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1509522 | OtherCostOrOtherBasis |
| Depreciation | 207003 | Depreciation |
| Book Value | 1302519 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1167080 | OtherCostOrOtherBasis |
| Depreciation | 871505 | Depreciation |
| Book Value | 295575 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1598094 | TotalOfBookValueLandBuildings |
| Total Revenue | 139114 | TotalRevenue |
| Total Expenses | 903642 | TotalExpenses |
| Excess Or Deficit For Year | -764528 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1814122 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1814122 | TotalAdjustments |
| Excess Or Deficit Per FS | 1049594 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1941478 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1814122 | NetUnrealizedGainsInvestments |
| Other Revenues | 16673 | OtherRevenues |
| Revenue Not Rptd F990 | 1830795 | RevenueNotRptdF990 |
| Revenue Subtotal | 110683 | RevenueSubtotal |
| Investment Expenses Not Included | 28431 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 28431 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 139114 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 891884 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 16673 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 16673 | ExpensesNotRptdF990 |
| Expenses Subtotal | 875211 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 28431 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 28431 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 903642 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part III, Line 1a: | INEXHAUSTIBLE COLLECTIONS ARE NOT CAPITALIZED BY THE ATHENAEUM AS THE VALUES ARE NOT READILY DETERMINABLE. NEW ACQUISITIONS OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS DECREASES IN TEMPORARILY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS WERE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE ALSO NOT REFLECTED IN THE FINANCIAL STATEMENTS. | |
| Part X: | THE ATHENAEUM EVALUATES ITS UNCERTAIN TAX POSITIONS USING THE GUIDANCE FOR CONTINGENCIES AS CONTAINED IN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE ATHENAEUM WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WERE NOT PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XI, Line 8 - Other Adjustments: | UNREALIZED LOSS ON INVESTMENTS: 0. PRIOR PERIOD ADJUSTMENT: 0. | |
| Part XII, Line 2d - Other Adjustments: | SPECIAL EVENT EXPENSES: 16673. | |
| Part XIII, Line 2d - Other Adjustments: | SPECIAL EVENT EXPENSES: 16673. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 31250 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 31250 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 7644 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FALL/SPRING EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 12165 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 12165 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 5418 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 2019 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 2019 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 3611 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 45434 | GrossReceiptsTotal |
| Gross Revenue Total Events | 45434 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 16673 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 16673 | DirectExpenseSummaryEvents |
| Net Income Summary | 28761 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 495409 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Non Reporting of Revenue: | Identifier |
| Return Reference | Part I, Line 33: | ReturnReference |
| Explanation | CONTRIBUTED BOOKS WERE RECORDED AS IN-KIND DONATION AND EXPENSE, WHICH ARE NOT REPORTED ON THE FORM 990 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 6 | ANY PERSON WHO SHALL PAY DUES SPECIFIED BY THE BOARD OF DIRECTORS SHALL BE A MEMBER OF THE ATHENAEUM. EACH MEMBER SHALL BE ENTITLED TO ALL THE RIGHTS AND PRIVILEGES PROVIDED TO MEMBERS BY THE BYLAWS OF THE ATHENAEUM AND SUBJECT TO RULES AND REGULATIONS MADE BY THE BOARD. | |
| Form 990, Part VI, Section A, line 7a | ALL MEMBERS ARE ENTITLED TO ATTEND MEMBERSHIP MEETINGS AND TO VOTE IN THE ELECTION OF OF DIRECTORS AND OFFICERS. | |
| Form 990, Part VI, Section A, line 7b | BYLAWS MAY BE ALTERED OR AMENDED, IN WHOLE OR IN PART, AT ANY MEETING OF THE MEMBERS. | |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS INITIALLY REVIEWED BY THE BUSINESS MANAGER TO VERIFY ACCURACY IN ACCORDANCE WITH INFORMATION PROVIDED TO THE AUDITORS, AND CORRECTIONS MADE AS NEEDED. A COPY OF THE RETURN IS THEN PROVIDED TO THE TREASURER FOR REVIEW, AND CORRECTIONS MADE AS NEEDED. AN ELECTRONIC COPY IS POSTED TO THE ORGANIZATIONAL INTRANET, AND BOARD MEMBERS ARE SENT AN EMAIL NOTIFYING THEM TO REVIEW THE RETURN. THE TREASURER OF THE BOARD THEN PRESENTS THE RETURN AT THE BOARD MEETING FOR BOARD APPROVAL. | |
| Form 990, Part VI, Section B, line 15a | THE FINANCE COMMITTEE AND BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS. | |
| Form 990, Part VI, Section C, line 19 | STREAMLINED FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT TO THE MEMBERSHIP. OTHER POLICIES AND FULL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C | THE PROCESS FOR SELECTING THE INDEPENDENT ACCOUNTANT FOR THE ANNUAL FINANCIAL STATEMENT AUDIT HAS NOT CHANGED FROM THE PRIOR YEAR. | PROCESS FOR SELECTION OF INDEPENDENT ACCOUNTANT |