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Arts, Culture, Humanities : Libraries, Historical Societies and Landmark Preservation

Boston Athenæum

A library and cultural center for members and scholars

three stars

87.70

10½ Beacon Street Boston, MA 02108
tel: (617) 227-0270   Web Site
EIN: 04-2104852

Board Leadership
John S. Reed
President

CEO
Elizabeth E. Barker, Ph.D.
Stanford Calderwood Director

  Score
(out of 100)
Rating
Overall Score & Rating 87.70 three stars
  Financial 86.54 three stars
  Accountability & Transparency 89.00 three stars
This rating was published 02/01/2019 and includes data from FY2017, the most recent 990 received at that time.

Founded in 1807, the Boston Athenæum is one of the oldest and most distinguished independent libraries and cultural institutions in the United States. The mission of the Boston Athenæum is to serve its members, the broader community, and scholars throughout the world by preserving and augmenting its collections of books and art, by providing library services and cultural programs, and by preserving and enhancing the unique atmosphere of its landmark building.

Founded in 1807, the Boston Athenæum is one of the oldest and most distinguished independent libraries and cultural institutions in the United States. The mission of the Boston Athenæum is to serve its members, the broader community, and scholars throughout the world by preserving and augmenting its collections of books and art, by providing library services and cultural programs, and by preserving and enhancing the unique atmosphere of its landmark building.

Impact Information

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Financial

three stars

86.54

Accountability & Transparency

three stars

89.00

This rating was published 02/01/2019 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
74.6%
  Administrative Expenses 19.7%
  Fundraising Expenses 5.6%
  Fundraising Efficiency $0.21
  Working Capital Ratio (years) 9.92
  Program Expenses Growth 5.0%
  Liabilities to Assets 1.1%
All data for Financial Performance Metrics calculations was provided by Boston Athenæum on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Boston Athenæum on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Boston Athenæum (MA) 87.70 three stars
Franklin and Eleanor Roosevelt Institute (NY) 90.37 four stars
Harry S. Truman Library Institute (MO) 85.64 three stars
The Richard Nixon Foundation (CA) 91.36 four stars
The Morgan Library & Museum (NY) 87.87 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,874,409
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $41,930
   Government Grants $0
Total Contributions $1,916,339
   Program Service Revenue $1,351,846
Total Primary Revenue $3,268,185
   Other Revenue $9,490,400
TOTAL REVENUE $12,758,585
   
EXPENSES  
   Program Expenses $6,170,940
   Administrative Expenses $1,337,626
   Fundraising Expenses $470,276
TOTAL FUNCTIONAL EXPENSES $7,978,842
   
Payments to Affiliates $0
Excess (or Deficit) for the year $4,779,743
   
Net Assets $110,480,283

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

Program Name Amount Spent % of Program Expenses
Library Services $2,560,925 41.5%
Special Collections $2,199,769 35.6%
Lectures and Conferences $792,660 12.8%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-09 02/01/2019 87.70 three stars
2016-09 03/01/2018 85.88 three stars
2015-09 02/01/2017 83.92 three stars
2014-09 06/01/2016 82.03 three stars
 
CN 2.0
2014-09 12/22/2015 83.72 three stars
2013-09 12/01/2014 77.51 two stars
2012-09 11/01/2013 86.56 three stars
2011-09 10/01/2012 79.15 two stars
2010-09 12/23/2011 85.51 three stars
2009-09 09/20/2011 86.60 three stars
 
CN 1.0
2009-09 02/01/2011 78.12 two stars
2008-09 05/01/2010 87.15 three stars
2007-09 03/01/2009 91.06 four stars
2006-09 04/01/2008 91.72 four stars
2005-09 12/01/2006 85.60 three stars
2004-09 01/01/2006 90.93 four stars
2003-09 08/01/2004 92.83 four stars
2002-09 08/01/2003 90.71 four stars
2001-09 02/05/2003 97.91 four stars

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

EIN 04-2104852
Name in IRS Master File PROPRIETORS OF THE BOSTON ATHENAEUM
NTEE Code B70
NTEE Classification Libraries
NTEE Type Educational Institutions and Related Activities
Classification Educational Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (59) Other school related activities
(61) Library
(60) Museum, zoo, planetarium, etc.
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date May, 1938
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End September
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
  • September, 2013

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

Compensation % of Expenses Paid to Title
$218,719 2.74% Elizabeth E. Barker Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Boston Athenæum (MA) 87.70 three stars
Franklin and Eleanor Roosevelt Institute (NY) 90.37 four stars
Library Company of Philadelphia (PA) 86.21 three stars
The HistoryMakers (IL) 90.00 four stars
Ronald Reagan Presidential Foundation (CA) 88.34 three stars

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Charity Contact Info

Boston Athenæum
10½ Beacon Street
Boston, MA 02108
tel: (617) 227-0270
EIN: 04-2104852

Visit Web Site

Board Leadership

John S. Reed
President

CEO

Elizabeth E. Barker, Ph.D.
Stanford Calderwood Director

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