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Nonprofit · EIN 04-6004372

WESTFIELD ATHENAEUM

Tax-exempt · WESTFIELD, MA 01085

Financials

$2M$1.5M2022$1.5M$1.7M2023$1.7M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of WESTFIELD ATHENAEUM by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,721,591$1,687,291$34,300$8,724,074$52,190$8,671,884
June 30, 2024990$1,470,113$1,663,227-$193,114$8,459,589$40,652$8,418,937
June 30, 2023990$1,981,259$1,464,780$516,479$8,509,962$41,060$8,468,902
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,423,671
of which government grants
$1,320,282
Program service revenue
$0
Investment income
$263,404
Net gain from sales of assets
$152,953
Other revenue
$34,516

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$994,992
Salaries, compensation and benefits (total)
$1,013,707
Professional fundraising fees
$0
Legal fees
$1,000
Accounting fees
$5,000
Occupancy
$51,284
Depreciation
$92,193
Program services (functional)
$1,552,914
Management and general (functional)
$134,377

Balance sheet and other

Total assets, start of year
$8,459,589
Total assets, end of year
$8,724,074
Total liabilities, end of year
$52,190
Net assets, end of year
$8,671,884
Land, buildings and equipment
$2,795,178
Publicly traded securities
$4,137,066
Net assets without donor restrictions
$2,857,336
Net assets with donor restrictions
$5,814,548
Gross receipts
$2,357,199
Employees
31
Volunteers
0
Year formed
1864
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
PHILIP CAMERONDIRECTOR
Trustee or director
2$0
DONNA BURKOTTDIRECTOR
Trustee or director
2$0
MARK MORINTREASURER
Trustee or director, Officer
2$0
JAYNE MULLIGANDIRECTOR
Trustee or director
4$0
LINDA SALTUSDIRECTOR
Trustee or director
4$0
DEBORAH STRYCHARZASST TREASURER
Trustee or director, Officer
2$0
TRACIE KESTERSECRETARY
Trustee or director, Officer
2$0
KATHY KNAPIKDIRECTOR
Trustee or director
2$0
SUSAN KINGRADIRECTOR
Trustee or director
2$0
SUSAN DRUMMEYPRESIDENT
Trustee or director, Officer
2$0
MARIE FLAHIVEDIRECTOR
Trustee or director
2$0
ANDREA PENNINGTONDIRECTOR
Trustee or director
2$0
HARRY ROCKDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
PHILIP CAMERONDIRECTOR
Trustee or director
2$0
DONNA BURKOTTDIRECTOR
Trustee or director
2$0
MARK MORINTREASURER
Trustee or director, Officer
2$0
JAYNE MULLIGANDIRECTOR
Trustee or director
4$0
LINDA SALTUSDIRECTOR
Trustee or director
4$0
DEBORAH STRYCHARZASST TREASURER
Trustee or director, Officer
2$0
TRACIE KESTERSECRETARY
Trustee or director, Officer
2$0
KATHY KNAPIKDIRECTOR
Trustee or director
2$0
SUSAN KINGRADIRECTOR
Trustee or director
2$0
SUSAN DRUMMEYPRESIDENT
Trustee or director, Officer
2$0
MARIE FLAHIVEDIRECTOR
Trustee or director
2$0
ANDREA PENNINGTONDIRECTOR
Trustee or director
2$0
HARRY ROCKDIRECTOR
Trustee or director
2$0
990 for the year ended June 30, 2023: 13 people
NameTitleHours / weekCompensation
PHILIP CAMERONDIRECTOR
Trustee or director
2$0
DONNA BURKOTTDIRECTOR
Trustee or director
2$0
MARK MORINTREASURER
Trustee or director, Officer
2$0
JAYNE MULLIGANDIRECTOR
Trustee or director
4$0
LINDA SALTUSDIRECTOR
Trustee or director
4$0
DEBORAH STRYCHARZASST TREASURER
Trustee or director, Officer
2$0
TRACIE KESTERSECRETARY
Trustee or director, Officer
2$0
KATHY KNAPIKDIRECTOR
Trustee or director
2$0
SUSAN KINGRADIRECTOR
Trustee or director
2$0
SUSAN DRUMMEYPRESIDENT
Trustee or director, Officer
2$0
MARIE FLAHIVEDIRECTOR
Trustee or director
2$0
ANDREA PENNINGTONDIRECTOR
Trustee or director
2$0
HARRY ROCKDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
6 ELM ST, WESTFIELD, MA 01085-2690
In care of
% MORIN & O SHEA PC
Principal officer (990 for 2024)
MARK A MORIN, 1440 RUSSELL ROAD, WESTFIELD, MA 01085
Signed the 990
MARK A MORIN, TREASURER
Phone
(413) 568-0638

Mission

TO ENRICH THE DIVERSE COMMUNITY OF WESTFIELD BY PROVIDING OPEN ACCESS TO EDUCATIONAL, CULTURAL, RECREATIONAL AND INFORMATIONAL RESOURCES AND PROGRAMS.

990 for the year ended June 30, 2025

Program accomplishments

  • THE 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.
    Expenses $1,603
  • THE ATHENAEUM PROVIDED 310 IN-PERSON PROGRAMS OVER THE COURSE OF THE YEAR. THERE WAS ALSO 7 OFF-SITE PROGAMS ALONG WITH 14 VIRTUAL PROGRAMS.
    Expenses $25,000
  • THE 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.
    Expenses $10,000
  • Expenses $1,516,311

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-6004372
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1953
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B700)
Assets (IRS master file)
$8,724,074
Income (IRS master file)
$2,357,199

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,721,591$1,687,291$8,724,074IRS
990June 2024$1,470,113$1,663,227$8,459,589XML
990June 2023$1,981,259$1,464,780$8,509,962XML
990June 2022$1,625,201$1,399,954$7,875,740IRS
990June 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6004372).

Questions about WESTFIELD ATHENAEUM

What is the EIN of WESTFIELD ATHENAEUM?
The employer identification number (EIN) of WESTFIELD ATHENAEUM is 04-6004372.
Is WESTFIELD ATHENAEUM tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
Are donations to WESTFIELD ATHENAEUM tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does WESTFIELD ATHENAEUM file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of WESTFIELD ATHENAEUM due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WESTFIELD ATHENAEUM last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of WESTFIELD ATHENAEUM?
The 990 for the year ended June 30, 2025 names MARK A MORIN.
Who are the officers and directors of WESTFIELD ATHENAEUM?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does WESTFIELD ATHENAEUM have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,721,591, expenses of $1,687,291 and total assets of $8,724,074 at year end.

Other nonprofits in WESTFIELD

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