ST JOHNSBURY ATHENAEUM INC (EIN 030183005) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1885

Legal Domicile

Principal Officer

ROBERT JOLY

Phone

8027488291

Tax Period

2023-01-01 to 2023-12-31

ST JOHNSBURY ATHENAEUM INC, founded in 1885, is a small nonprofit in the Arts, Culture & Humanities sector that reported $569K in total revenue in fiscal year 2023. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $707K exceeded revenue, resulting in a 24% operating deficit.

Mission

TO PROVIDE CULTURAL & EDUCATIONAL SERVICES TO COMMUNITIES AS A LIBRARY AND ART GALLERY

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $417,101

Program Service Revenue $24,202

Investment Income $126,368

Other Revenue $1,699

TOTAL REVENUE $569,370

Expense Breakdown

Grants Paid $0

Salaries & Benefits $385,909

Fundraising Expenses $45,813

Program Expenses $533,613

Other Expenses $321,582

TOTAL EXPENSES $707,491

Year-over-Year Comparison

	2023	2022	Change
Revenue	$569,370	$370,683	+0.5%
Expenses	$707,491	$694,668	+0.0%
Net Income	$-138,121	$-323,985	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$72,631

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH EVANS	CHAIR	4.00	Officer Director	$0	$0	$0
BILL MERROW	VICE CHAIR	4.00	Officer Director	$0	$0	$0
FRED SAAR	TREASURER	4.00	Officer Director	$0	$0	$0
LESTER CLEARY	SECRETARY	4.00	Officer Director	$0	$0	$0
HEND AL-RAIMI	TRUSTEE	4.00	Director	$0	$0	$0
MEG KISTIN ANZALONE	TRUSTEE	4.00	Director	$0	$0	$0
CHRISTINE HADSEL	TRUSTEE	4.00	Director	$0	$0	$0
SHARON HOWELL	TRUSTEE	4.00	Director	$0	$0	$0
SHANNON LENZINI	TRUSTEE	4.00	Director	$0	$0	$0
LARRY MCCAULEY	TRUSTEE	4.00	Director	$0	$0	$0
CHRISTINE OWENS	TRUSTEE	4.00	Director	$0	$0	$0
DENISE SCAVITTO	TRUSTEE	4.00	Director	$0	$0	$0
LAUREL STANLEY	TRUSTEE	4.00	Director	$0	$0	$0
MARY SWAINBANK	TRUSTEE	4.00	Director	$0	$0	$0
PAT SWARTZ	TRUSTEE	4.00	Director	$0	$0	$0
WESLEY WARD	TRUSTEE	4.00	Director	$0	$0	$0
ROENA WHITEHILL	TRUSTEE	4.00	Director	$0	$0	$0
BOB JOLY	DIRECTOR	50.00	Officer	$61,347	$11,284	$72,631

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$569,370	$707,491	$9,476,067	$-138,121
2022	$370,683	$694,668	$8,768,243	$-323,985
2021	$1,358,471	$615,210	$10,194,894	$743,261
2020	$924,108	$606,614	$8,900,518	$317,494
2020	$924,108	$606,614	$8,900,518	$317,494
2019	$359,402	$584,871	$8,156,087	$-225,469
2019	$359,402	$584,871	$8,156,087	$-225,469
2018	$735,935	$880,442	$7,103,734	$-144,507
2017	$744,054	$660,986	$7,718,747	$83,068

ST JOHNSBURY ATHENAEUM INC