BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT CONTENTS I. Report of the Treasurer • Operating Budget • Trust Expenditures II. Statistical Summary Report III. Narrative Report of the Library Director IV. Library Trustees V. Friends of the Berkshire Athenaeum VI. Library Personnel BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT REPORT OF THE TREASURER Operating Budget ORIGINAL APPROPRIATION EXPENDED BALANCE Personnel 955,977 931,862.27 24,114.73 Library Materials: Books & Audiovisual 29,365 29,365 0 Newspapers & Periodicals 10,000 10,000 0 Binding & Microfilm 3,575 3,575 0 Equipment - Maintenance 950 995.78 (45.78) Library Staff Development 1000 1000 0 Supplies – General 12,770 12,769.98 0.02 Supplies – Custodial 6,450 6,448.27 1.73 Travel 1,500 1,500 0 Unclassified 1,900 2,171.23 (271.23) Library Networking Fees 50,420 50,418.31 1.69 Theft Deterrent System 1,500 1,500 0 $1,075,407 $1,051,605.84 $23,801.16 BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT REPORT OF THE TREASURER Trust Expenditures TRUST FUNDS EXPENDED IN FY'19 Unrestricted Account Books & Materials 34,452 C/W MARS / Computer Expenses 12,350 Construction / Renovations Annual Audit (Financial Review) 5,000 Fund Management Fees 10,278 Artwork Restoration Furnishings / Equipment Staff Development 7,280 Other Miscellaneous General Expenses 5,901 Sub-total Unrestricted Account 75,261 Endowment Fund / Restricted Account Books & Materials 10,387 Fund Management Fees 4,864 Sub-total Endowment / Restricted Account 15,251 Gift / Targeted Books & Materials 4,855 Furnishings / Equipment Other Miscellaneous General Expenses Sub-total Gift Account 4,855 Photocopy 1,328 TOTAL TRUST EXPENDITURES IN FY'19 $96,695 BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT STATISTICAL SUMMARY REPORT % FY'18 FY'19 DIFFERENCE CHANGE TOTALS TOTALS FY'19 - FY'18 FY'19 - FY'18 $ RECEIPTS Adult $11,685 $12,898 $1,213 10.4% Children's $3,006 $2,663 ($344) 11.4% Non-Resident Fees $325 $275 ($50) 15.4% Lost Book Charges $2,124 $2,781 $656 30.9% TOTAL RECEIPTS $17,141 $18,616 $1,475 8.6% WORKERS COMPENSATION On the Job Incidents 0 0 0 100.0% Lost Employee Hours 0 0 0 100.0% Modified Duty Hours 0 0 0 n/a WALK-IN COUNTS Wendell Avenue Entrance 119,735 126,130 6,395 5.3% Bartlett Avenue Entrance 122,458 123,091 633 0.5% TOTAL WALK-IN COUNT 242,193 249,221 7,028 2.9% CIRCULATION (ALL DEPARTMENTS) General Materials Circulation and Renewals 224,138 227,112 2,974 1.3% E-Content Circulation 19,546 31,157 11,611 59.4% TOTAL MATERIALS CIRCULATION 243,684 258,269 14,585 6.0% Holds / Reserves: Items loaned to other libraries 26,917 26,732 (185) 0.7% Holds / Reserves: Items received from other libraries 27,978 27,893 (85) 0.3% REFERENCE SERVICES Information Requests 2,835 2,655 (180) 6.3% Telephone Requests 1,706 1,452 (254) 14.9% Mail / E-mail Transactions 121 165 44 36.4% Use of Electronic Collections (excluding e-Content) 39,136 21,300 (17,836) 45.6% Library Internet PC Use 35,204 30,593 (4,611) 13.1% Wireless Internet Signal Use 24,946 28,380 3,434 13.8% Wireless Internet Assistance / Instruction 589 272 (317) 53.8% E-book Assistance 283 237 (46) 16.3% Technology Assistance 9,512 8,632 (880) 9.3% I.L.L. Requests Received 345 417 72 20.9% I.L.L. Requests Filled 266 309 43 16.2% I.L.L. Items Loaned 2 4 2 100.0% LOCAL HISTORY DEPARTMENT Reference Transactions 12,321 11,470 (851) 6.9% Telephone Transactions 1,253 978 (275) 21.9% Mail / E-mail Transactions 1,797 1,487 (310) 17.3% Equipment Use 12,751 18,892 6,141 48.2% Technology Assistance 2,084 1,957 (127) 6.1% BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT STATISTICAL SUMMARY REPORT (PT. 2) % FY'18 FY'19 DIFFERENCE CHANGE TOTALS TOTALS FY'19 - FY'18 FY'19 - FY'18 CHILDREN'S SERVICES Reference Transactions 1,379 2,014 635 46.0% Telephone Transactions 1,198 909 (289) 24.1% Holds / Reserves: Items loaned to other libraries 2,537 2,006 (531) 20.9% Holds / Reserves: Items received from other libraries 3,223 2,822 (401) 12.4% # Gen. Programs Offered 142 267 125 88.0% Program Attendance 3,825 5,519 1,694 44.3% # Outreach Programs 48 35 (13) 27.1% Outreach Program Attendance 832 678 (154) 18.5% Equipment Use 216 645 429 198.6% Technology Assistance 440 154 (286) 65.0% TECHNICAL SERVICES DEPARTMENT Adult Books Added 8,246 6,977 (1,269) 15.4% Withdrawn 4,991 8,872 3,881 77.8% Mended 365 381 16 4.4% Reference Books Added 44 29 (15) 34.1% Withdrawn 2,677 47 (2,630) 98.2% Mended 0 0 0 n/a Local History Books Added 977 452 (525) 53.7% Withdrawn 68 50 (18) 26.5% Reprocessed 1,116 958 (158) 14.2% Children's Books Added 2,079 1,731 (348) 16.7% Withdrawn 6,921 962 (5,959) 86.1% Mended 66 30 (36) 54.5% Young Adult Books Added 504 363 (141) 28.0% Withdrawn 151 850 699 462.9% Mended 0 0 n/a Audio-Visual Materials (all departments) Added 1,494 1,722 228 15.3% Withdrawn 1,081 1,101 20 1.9% Mended 255 187 (68) 26.7% MEETING ROOM BOOKINGS / USE Athenaeum Room 438 408 (30) 6.8% Auditorium 385 417 32 8.3% Morgan Room 105 53 (52) 49.5% Computer Lab 44 20 (24) 54.5% Blake Room 26 21 (5) 19.2% FRIENDS PROGRAM ATTENDANCE 1677 1881 204 12.2% BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT NARRATIVE REPORT OF THE LIBRARY DIRECTOR What’s Library Service Worth? What you would #Units Services have spent 143,390 Books borrowed (@$35) $ 5,018,650 2,030 Magazines borrowed (@$5) $ 10,150 31,157 E-Content borrowed (@$10) $ 311,570 17,065 Audio books and music CD’s borrowed (@ $20) $ 341,300 64,627 Video (Blu-Ray and DVD’s) borrowed (@$20) $ 1,292,540 1,664 Museum Passes (@ $20) $ 33,280 35,725 Reference inquiries (@ $10) $ 357,250 30,593 Internet Access using Athenaeum PC’s (@ $5) $ 152,965 21,300 Use of electronic collections (@ $10) $ 213,000 28,380 Wireless Internet Signal Use (@ $5) $ 141,900 62 Computer Training Sessions & class visits (@ $50 ) $ 3,100 5,508 Attendance at children’s programs (@ $5) $ 27,540 1,881 Friends-sponsored lecture and concert attendance (@ $10) $ 18,810 502 Use of conference room by outside groups (@ $100) $ 50,200 417 Use of auditorium by outside groups (@ $200) $ 83,400 Total value of services provided $ 8,055,655 Library’s FY’19 Operating Expenditures $ 1,051,606 Minimum return on investment 766% Staff - Supervisor of the Children’s Library and Youth Services Samantha Cesario graduated in the 2019 class of the Berkshire Leadership Program. - July/August 2018, all staff participated in a Cultural Competency and Diversity Training program offered through the City of Pittsfield Personnel Department. - On Tuesday, April 9, National Library Workers’ Day, the Library had a late (1pm) opening to allow an all-staff meeting that included a listening session for staff concerns, reviewing the rebranding project, and a staff appreciation luncheon. BERKSHIRE ATHENAEUM FISCAL YEAR 2019 ANNUAL REPORT: NARRATIVE REPORT OF THE DIRECTOR PAGE 2 OF 5 Endowments, Gifts, and Grants - DONALD L. LUTES PASSES AWAY: On September 3, 2018, Donald L. Lutes, longtime president of the Berkshire Family History Association, and life- long library champion (the volunteer of the year award was established in his name) passed away. He is greatly missed at the Library. His tireless efforts indexing Berkshire County resources have powered the invaluable Local History databases. The Trustees of the Berkshire Athenaeum was named as the beneficiary of his will, and the estate continues through the probate process at the end of FY2019. - ED REILLY HONORED: The Athenaeum family suffered another great loss with the death of Edward M. Reilly on March 19, 2019. Along with gifts to the Friends in his memory, an additional $250 was added to the Edward M. Reilly endowment. - MELVILLE PRINTS DIGITIZED: In conjunction with a Community Preservation Act grant, Hofstra University and the Melville Electronic Library provided $5705.05 in support of the digitization of loose and framed artworks once owned by Herman Melville. - BERKSHIRE BANK FOUNDATION SUPPORTS FOUNDATION CENTER RESOURCES: The Foundation Center raised their annual membership price by $1,000 (from $1,495 last year to $2,495 in November 2018). A grant from the Berkshire Bank Foundation for $1,000 made up the difference, allowing the Athenaeum to continue providing this valuable resource. - COMMUNITY PRESERVATION ACT GRANT: A Community Preservation Act (CPA) Grant in the amount of $9,148 was awarded on June 25, 2019 to replace the protective window film and climate control in the Local History Department. - MELVILLE SCHOLAR HERSHEL PARKER RESEARCH COLLECTION COMING TO THE ATHENAEUM: Renowned Herman Melville biographer Hershel Parker agreed to donate his entire Melville research collection to the Athenaeum. The collection includes about 130 linear feet of books, 10 cubic feet of files corresponding to the book The Melville Log, 8 cubic feet of correspondence, notes, and annotated copies of works made in cooperation with Northwestern University Press, and 20 linear feet of off- prints from articles and additional research. Along with the donation of the collection, Mr.