Atheneum Society of Wilbraham Inc

Nonprofit profile at a glance

EIN
237348739
IRS 990-EZ coverage
2010–2024
Forms available
Form 990-EZ 2024
Location
Wilbraham, MA, USA
Phone
4135964097
Rating
47
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$15,216
Expenses
$14,540
Assets
$130,354
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

16 people listed

Executive titles in this filing

  • David Bourcier (President)
  • Geaghan Karen (Vice President)

People named in this filing

  • David Bourcier (President)
  • Geaghan Karen (Vice President)
  • Lucy Peltier (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Providing historic preservation and education to the local community through the operation at a museum.

What it reported doing in 2024

The Atheneum Society of Wilbraham is run by a group of volunteers. The Old Meeting House Museum is maintained by the society and is open to the public one day a month from May through December. The museum holds a collection of objects and memorabilia related to the people and history of the greater Wilbraham area, including household items, books, clothing, furniture, toys, tools, photos, and documents. Open house events are free to the public and provide various types of programs related to the greater Wilbraham area and New England, as well as an annual Ice Cream Social and a Christmas Tree Festival. A website and social media are maintained to provide updates regarding membership and upcoming programs.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

MIXED - The filed numbers largely add up and total assets are large relative to annual expenses, but may not be spendable cash. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 15
  • Transparency & Controls: 82
  • Sustainability: 67
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 15.4%; rating input score 15
  • Program expense ratio: 16.1%; rating input score 16

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 4.4%; rating input score 54; 54th percentile among comparable filings
  • Total-asset coverage ratio: 8.97; rating input score 91; 91st percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 6.1% per year; rating input score 100; 65th percentile among comparable filings
  • Revenue growth: -1.1% per year; rating input score 0; 47th percentile among comparable filings
  • Asset growth: 4.1% per year; rating input score 100; 55th percentile among comparable filings

Details

  • Where the money goes: 15.4% of revenue deployed · 16.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $2K in reported program spending
  • Leadership: top reported pay $0 · 16 people listed
  • Consistency: 8 of 9 current checks pass · 1 finding to review
  • Schedules: 2 filed schedules
  • Filing history: 12 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 15/100.
  • High — Financial Efficiency: Program expense ratio scored 16/100.
  • Moderate — Transparency & Controls: Part III transfer expenses within program total did not reconcile in the filed values.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.