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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

85.88

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

Board Leadership
John S. Reed
President

CEO
Amy E. Ryan
Interim Stanford Calderwood Director

  Score
(out of 100)
Rating
Overall Score & Rating 85.88 three stars
  Financial 81.31 three stars
  Accountability & Transparency 93.00 four stars
This rating was published 02/01/2020 and includes data from FY2018, 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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This impact information is current as of March 2020, when it was provided to us by GuideStar. At this time, Impact information published on this organization's page has no effect on its rating per our methodology.

Financial

three stars

81.31

Accountability & Transparency

four stars

93.00

This rating was published 02/01/2020 and includes data from FY2018, 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)
75.1%
  Administrative Expenses 17.9%
  Fundraising Expenses 6.9%
  Fundraising Efficiency $0.26
  Working Capital Ratio (years) 10.15
  Program Expenses Growth 0.6%
  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) 85.88 three stars
The Richard Nixon Foundation (CA) 92.66 four stars
John F. Kennedy Library Foundation (MA) 86.25 three stars
YIVO Institute for Jewish Research (NY) 92.35 four stars
National Yiddish Book Center (MA) 85.69 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $1,861,424
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $45,187
   Government Grants $0
Total Contributions $1,906,611
   Program Service Revenue $1,303,855
Total Primary Revenue $3,210,466
   Other Revenue $9,743,204
TOTAL REVENUE $12,953,670
   
EXPENSES  
   Program Expenses $6,125,407
   Administrative Expenses $1,362,182
   Fundraising Expenses $769,313
TOTAL FUNCTIONAL EXPENSES $8,256,902
   
Payments to Affiliates $0
Excess (or Deficit) for the year $4,696,768
   
Net Assets $112,451,191

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 $2,672,969 43.6%
Special Collections $2,112,011 34.5%
Lectures and Conferences $778,218 12.7%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-09 02/01/2020 85.88 three stars
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, 2018
  • September, 2017
  • September, 2016
  • September, 2015
  • September, 2014
Compensation % of Expenses Paid to Title
$222,881 2.69% Elizabeth E. Barker Director

Highly Rated

Charity Name & State Overall Score Overall Rating
Boston Athenæum (MA) 85.88 three stars
John F. Kennedy Library Foundation (MA) 86.25 three stars
The HistoryMakers (IL) 85.26 three stars
The Newberry Library (IL) 85.16 three stars
YIVO Institute for Jewish Research (NY) 92.35 four 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

Amy E. Ryan
Interim Stanford Calderwood Director

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