SHAKER MUSEUM AND LIBRARY: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHAKER MUSEUM AND LIBRARY (EIN 14-1364601)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-17
- IRS object ID
- 202312909349301706
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-17T15:51:15-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141592927 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARP ACKERMAN SMALL & HOGAN CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HUDSON CITY CENTER SUITE 1 EAST | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 125342340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141364601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKER MUSEUM AND LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 5187949100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 328 | AddressLine1Txt |
| City | CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LACY SCHUTZ | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5187949100 | PhoneNum |
| Signature | 2023-09-29 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LACY | PersonFirstNm |
| Person Last | SCHUTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE A FIRST | PreparerPersonNm |
| PTIN | P00967483 | PTIN |
| Phone | 5188287618 | PhoneNum |
| Preparation | 2023-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LACY SCHUTZ | PrincipalOfficerNm |
| Gross Receipts | $2,327,869 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHAKERMUSEUM.US | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SHAKER MUSEUM ELEVATES SHAKER MATERIAL CULTURE TO ANIMATE SHAKER VALUES AND BELIEFS AND INSPIRE INDIVIDUALS AND COMMUNITIES TO DEEPEN BONDS AND SEEK MEANINGFUL APPROACHES TO SOCIAL, ECONOMIC, ENVIRONMENTAL, AND SPIRITUAL ISSUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,840,095 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,322,601 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,895 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,494 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,250 | PYInvestmentIncomeAmt |
| CY Investment Income | $323 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$22,809 | PYOtherRevenueAmt |
| CY Other Revenue | -$111,084 | CYOtherRevenueAmt |
| PY Total Revenue | $2,823,431 | PYTotalRevenueAmt |
| CY Total Revenue | $2,214,334 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $671,090 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $690,868 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $100,007 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $418,771 | PYOtherExpensesAmt |
| CY Other Expenses | $414,739 | CYOtherExpensesAmt |
| PY Total Expenses | $1,089,861 | PYTotalExpensesAmt |
| CY Total Expenses | $1,105,607 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,733,570 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,108,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,305,464 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,391,258 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $154,611 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131,678 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,150,853 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,259,580 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SHAKER MUSEUM ELEVATES SHAKER MATERIAL CULTURE TO ANIMATE SHAKER VALUES AND BELIEFS AND INSPIRE INDIVIDUALS AND COMMUNITIES TO DEEPEN BONDS AND SEEK MEANINGFUL APPROACHES TO SOCIAL, ECONOMIC, ENVIRONMENTAL, AND SPIRITUAL ISSUES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $95,676 | ExpenseAmt |
| Desc | HISTORIC SITE PRESERVATION AND CONSERVATION - SINCE 2009, THE MUSEUM HAS UNDERTAKEN HISTORIC PRESERVATION PROJECTS AT MOUNT LEBANON. IN 2014, THE MUSEUM COMPLETED A 2-YEAR PROJECT OF APPROXIMATELY 2 MILLION TO STABILIZE THE WALLS OF THE GREAT STONE BARN AT MOUNT LEBANON. THE BARN, GUTTED BY FIRE IN 1972, WAS THE LARGEST STONE BARN IN AMERICA WHEN BUILD IN 1859. IT IS A TESTAMENT TO THE FINANCIAL AND TECHNOLOGICAL SOPHISTICATION OF THE SHAKERS' AGRICULTURAL OPERATIONS, AND TO THEIR COMMUNAL STEWARDSHIP OF THE LAND AND ANIMALS. FUNDING FOR THE PROJECT WAS ASSEMBLED OVER SEVERAL YEARS, AND INCLUDED FEDERAL GRANTS FROM THE DEPARTMENTS OF THE INTERIOR, HOUSING AND URBAN DEVELOPMENT, AND TRANSPORTATION: THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION; THE WORLD MONUMENTS FUND; AND CONTRIBUTIONS FROM OVER 100 PRIVATE FOUNDATIONS AND INDIVIDUALS. THE PROJECT STABILIZED THE STONE WALLS OF THE BUILDING, WITH THE GOAL OF MAKING THE BUILDING AVAILABLE FOR INTERPRETATION AS PART OF THE MUSEUM'S OPERATION OF THE HISTORIC SITE. IN 2015, THE MUSEUM EXECUTED A GRANT CONTRACT OF 500,000 WITH THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION TO CONTINUE PRESERVATION OF THIS BUILDING. THE MUSEUM CAPPED THE BARN WALLS TO PREVENT FURTHER EROSION AND TO ENSURE LONG-TERM STABILITY. IN 2016, THE MUSEUM COMPLETED WORK ON A CONTRACT TO RESTORE ELEMENTS OF THE BRICK SHOP, WITH FUNDING FROM THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION AND A LINE OF CREDIT WITH THE PRESERVATION LEAGUE OF NEW YORK. IN 2014, THE MUSEUM PURCHASED A 61-ACRE PARCEL OF HISTORIC SHAKER LANDS ADJACENT TO THE MOUNT LEBANON SITE. IN 2016, THE MUSEUM COMPLETED THE FUNDING CONTRACT WITH THE OPEN SPACE INSTITUTE AND COMPLETED NEGOTIATIONS FOR A CONSERVATION EASEMENT WITH THE STATE OF NEW YORK. IN 2018, THE MUSEUM CLEARED EIGHT ACRES OF NEW GROWTH WOOD FROM THE ABOVE-MENTIONED PARCEL, RESTORING A SIGNIFICANT VIEW SHED AND RESTORING WOOD AREAS TO THE OPEN FIELD AND CROP LAND THAT WOULD HAVE EXISTED AT THE HEIGHT OF THE SHAKERS' OCCUPANCY OF THE MOUNT LEBANON SITE IN THE LATTER HALF OF THE 1800S. THIS WORK EXPOSED ORIGINAL SHAKER STONE WALLS, WHICH HAD BEEN OBSCURED FOR DECADES, TO PUBLIC VIEW. IN 2019, OVER TWO MILES OF HIKING TRAILS WERE COMPLETED THROUGH THIS CLEARED LAND AND THE REMAINING WOODED AREAS. FOLLOWING AN APPROVAL PROCESS FROM THE NEW YORK STATE HISTORIC PRESERVATION OFFICE, THE MUSEUM INSTALLED SIX NEW INTERPRETATIVE EDUCATIONAL SIGNS AT THE SITE IN 2019. THIS SIGNAGE, MADE POSSIBLE WITH SUPPLEMENTAL EDUCATION AID FUNDS FROM NEW YORK STATE, ALLOWS VISITORS TO MORE FULLY UTILIZE THE NEWLY AVAILABLE SELF-GUIDED TOUR BROCHURES TO VISIT THE SITE AND IMMERSE THEMSELVES IN SHAKER HISTORY YEAR- ROUND AND REGARDLESS OF ABILITY TO PAY. DESPITE THE MANY CHALLENGES OF 2020, THE TRAILS, PASTURES, AND GROUNDS AT THE HISTORIC MOUNT LEBANON SITE PROVIDED THE GENERAL PUBLIC AN ACCESSIBLE LOCATION FOR PASSIVE RECREATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $241,677 | ExpenseAmt |
| Revenue | $2,494 | RevenueAmt |
| Desc | SITE TOURS, WORKSHOPS, AND EXHIBITIONS - IN 2022 SHAKER MUSEUM CONTINUED TO EMPHASIZE INCLUSIVE PROGRAMMING, OFFERING OPPORTUNITIES FOR PARTICIPANTS TO COME TOGETHER REMOTELY AND IN- PERSON FOR VARIOUS EVENTS REGARDLESS OF ABILITY TO PAY. THROUGHOUT THE YEAR, THE MUSEUM EXPLORED SUSTAINABILITY AND CONSIDERED HOW THE SHAKERS OFFER CONTEMPORARY INSPIRATION AS SOCIETY NAVIGATES A RAPIDLY CHANGING WORLD. SHAKER MUSEUM PROVIDED BOTH SCHOLARLY OFFERINGS SUCH AS AN ONLINE PANEL EXPLORING INNOVATION IN SUSTAINABLE DESIGN AS WELL AS PARTICIPATORY PROGRAMMING SUCH AS SHAKER-INSPIRED CRAFT WORKSHOPS. RECURRING SERIES SUCH AS COMMUNITY BUILDING WITH ELEMENTARY SCHOOL-AGED PARTICIPANTS FROM THE HUDSON YOUTH DEPARTMENT AND THE EVER-POPULAR KNIT-A-LONG, WHICH THIS YEAR EXPLORED THE WORK OF SISTER ELVIRA HULETT AND THE KNITTED RUGS SHE MADE IN THE LATE 19TH CENTURY, ENABLED PARTICIPANTS OF ALL SKILL LEVELS AND ABILITIES TO SHARE IN THE HANDS-ON JOY OF MAKING. DESPITE THE FACT SHAKER MUSEUM IS WITHOUT A PERMANENT, PUBLICLY ACCESSIBLE SPACE TO WELCOME VISITORS, DURING 2021, EVEN AS THE WORLD WAS STILL EMERGING FROM A STATE OF PANDEMIC LOCK-DOWN AND ISOLATION, SHAKER MUSEUM PROVIDED A SLATE OF PUBLIC PROGRAMMING INSPIRED BY THE COLLECTION, HISTORIC SITE, EXPLORATION IN SHAKER CRAFT SUCH AS TEXTILE WORK AND ETHICS, AND OPPORTUNITIES TO LEARN ABOUT THE SHAKER SCHOLARSHIP AND INSPIRATION INFORMING THE DESIGN OF SHAKER MUSEUM'S FUTURE HOME. THE EVENTS - MANY OF WHICH WERE FREE OR PAY WHAT YOU WISH - WERE OFFERED AS A MIX OF VIRTUAL AND IN-PERSON TO SUPPORT DIFFERENT LEVELS OF HEALTH AND SAFETY COMFORT, AS WELL AS EXPAND OUR REACH BEYOND THE IMMEDIATE AREA AND OUR PRE-EXISTING AUDIENCES. IN 2021, THE MUSEUM ALSO PRESENTED PHYSICAL POP-UP EXHIBITIONS HOSTED IN DONATED SPACE IN DOWNTOWN CHATHAM INCLUDING FRINGE SELECTS: AN EXHIBITION OF SHAKER OBJECTS CURATED BY KATIE STOUT (DECEMBER 2020 - MARCH 2021) AND THE FUTURE IS A GIFT (MAY - OCTOBER 2021), AND CONTINUED TO FACILITATE ONSITE COLLECTIONS RESEARCH. AS A RESULT OF THESE ACTIVITIES, THE PUBLIC ENGAGED WITH THE MUSEUM'S COLLECTION IN PERSON ON 129 DAYS BETWEEN JANUARY 1, AND NOVEMBER 15, 2021. ADDITIONALLY, THE MUSEUM HOSTED 15 VIRTUAL PROGRAMS AND SIX OTHER IN-PERSON EVENTS THAT DID NOT DIRECTLY UTILIZE THE PHYSICAL COLLECTION AND PROVIDED RESOURCES FOR SELF-LED EXPLORATION OF THE HISTORIC SITE EVERY DAY OF THE YEAR. IN 2020 SHAKER MUSEUM FOCUSED ITS PROGRAMMING ON INCLUSION, HONORING THE IDEA THAT ALL INDIVIDUALS HAVE THE RIGHT TO BE RESPECTED, VALUED, AND TO PARTICIPATE FULLY IN SOCIETY. DURING THE PERIOD OF ISOLATION NECESSARY TO SLOW THE SPREAD OF COVID-19, SHAKER MUSEUM INVITED ARTISTS OF ALL AGES, BACKGROUNDS, AND ABILITIES TO EXPLORE THE MUSEUM'S COLLECTION ONLINE AND CREATE ARTWORK INSPIRED BY THE SHAKER EXAMPLE. THIS COMMUNITY ENGAGEMENT PROJECT, "CALL FOR ART: IN UNION REMOTELY," COMPRISED A SERIES OF EVENTS WHICH ENABLED PARTICIPANTS TO JOIN A REMOTE COMMUNITY WHILE WORKING ON INDIVIDUAL PROJECTS INSPIRED BY THE SHAKER LEGACY. THE RESULTING EXHIBITION WAS AVAILABLE TO VIEW ONLINE AT SHAKERMUSEUM.US. AS CONDITIONS PERMITTED REOPENING OF PUBLIC VENUES, SHAKER MUSEUM OPENED A TEMPORARY EXHIBITION IN DOWNTOWN CHATHAM ENTITLED "SHAKERS: IN COMMUNITY," WHICH WAS THE OUTCOME OF A SUSTAINED INITIATIVE FUNDED BY THE HENRY LUCE FOUNDATION'S THEOLOGY PROGRAM AND CURATED BY MAGGIE TAFT. THROUGH AN ARRAY OF PHOTOGRAPHS, FURNITURE, PRINTS, APPAREL AS WELL AS OTHER OBJECTS IN THE PERMANENT COLLECTION OF SHAKER MUSEUM, THIS POP-UP EXPERIENCE EXAMINED THE DIFFERENT WAYS IN WHICH THE SHAKERS SOUGHT TO FORGE EQUITABLE AND INCLUSIVE COMMUNAL BONDS. SHAKER MUSEUM ENDED THE YEAR WITH A SECOND TEMPORARY EXHIBITION IN DOWNTOWN CHATHAM, "FRINGE SELECTS" IN COLLABORATION WITH ARTIST/DESIGNER KATIE STOUT. THROUGH A SELECTION OF SHAKER MATERIAL CHOSEN BY STOUT FROM THE MUSEUM'S PERMANENT COLLECTION, THE EXHIBITION EXPLORED THE BREADTH OF SHAKER OBJECTS BY TAKING A CLOSER LOOK AT THE OBJECTS ON THE "FRINGE" - COLORFUL, ORNAMENTAL, AND LESS WELL-KNOWN THAN THE MINIMALIST, ICONIC SHAKER PIECES. ALSO ON VIEW WERE TWO NEW CHAIRS BY STOUT CREATED AS A RESPONSE TO HER EXPLORATION OF SHAKER MATERIAL CULTURE. THROUGHOUT THE YEAR, THE MUSEUM HOSTED REMOTE AND/OR SOCIALLY-DISTANCED LOW AND NO-COST PROGRAMMING AND DEMONSTRATIONS IN PARTNERSHIP WITH ARTISTS, CRAFTSPEOPLE, AND LOCAL EXPERTS. IN 2019 THE MUSEUM CONTINUED ITS SEASONAL PROGRAMMING FROM MAY THROUGH OCTOBER AT MOUNT LEBANON WITH GUIDED TOURS OF THE SITE AS WELL AS TWO ON- SITE EXHIBITIONS AND A HOST OF EDUCATIONAL WORKSHOPS FOR CHILDREN AND ADULTS. A GRANT FROM THE NEW YORK STATE COUNCIL ON THE ARTS PROVIDED FUNDING FOR A FIRST-EVER ARTIST RESIDENCY IN THE HISTORIC FORGE BUILDING AT MOUNT LEBANON. ARTIST-IN-RESIDENCE, AMIE CUNAT CURATED QUIET MARCH TO A WARRING SONG, AN EXHIBITION OF WORK BY NINE CONTEMPORARY ARTISTS WHOSE WORK CHALLENGES OR REVEALS HEADSTRONG HISTORIES OR EXISTING SOCIO-POLITICAL ESTABLISHMENTS. CUNAT ALSO CREATED A SOLO EXHIBITION ENTITLED GRANARY, WHICH WAS INSTALLED IN THE HISTORIC GRANARY BUILDING AT MOUNT LEBANON THROUGHOUT THE 2019 SUMMER SEASON, REIMAGINING THE GRANARY'S HISTORIC FUNCTION BY RECONSTRUCTING ITS STORAGE STRUCTURES AND ELEVATOR WITH PAPER MATERIALS AND VIBRANT COLOR CHOICES. THROUGHOUT THE SEASON, CUNAT ORGANIZED AND CONDUCTED EDUCATIONAL WORKSHOPS WITH ARTISTS WHO LED SCHOOL AND COMMUNITY GROUPS IN VARIOUS ACTIVITIES EXPLORING THE SHAKER LEGACY OF CRAFT. THE MUSEUM ALSO HOSTED LOW AND NO-COST PROGRAMMING AND DEMONSTRATIONS IN PARTNERSHIP WITH ARTISTS, CRAFTSPEOPLE, AND LOCAL EXPERTS. THE MUSEUM HOSTED A BAGPIPE CONCERT, JAM-MAKING AND VARIOUS WOODWORKING DEMONSTRATIONS, KNITTING ACTIVITIES, AND BIRDWATCHING DURING THE 2019 SUMMER SEASON. IN 2018 THE MUSEUM WORKED WITH THE JEFF BAILEY GALLERY IN HUDSON, NY TO MOUNT AN EXHIBITION TITLED "LINE AND CURVE: THE ELLSWORTH KELLY AND JACK SHEAR SHAKER COLLECTION FROM SHAKER MUSEUM | MOUNT LEBANON WITH PRINTS BY ELLSWORTH KELLY." THE EXHIBITION TRAVELED TO THE NEW BRITAIN MUSEUM OF AMERICAN ART, WHERE IT WAS ON VIEW THROUGH JUNE 30, 2019. IN 2018 THE MUSEUM ALSO PARTNERED WITH THE COLUMBIA COUNTY HISTORICAL SOCIETY ON AN EXHIBITION TITLED DURABLE BEAUTY: SHAKER BASKETS FROM SHAKER MUSEUM | MOUNT LEBANON. IN 2017 THE MUSEUM MOUNTED AN EXIBITION FUNDED LARGELY BY THE NEW YORK STATE COUNCIL ON THE ARTS "BREAK EVERY YOKE: SHAKERS, GENDER EQUALITY, AND WOMEN'S SUFFRAGE" TO CELEBRATE THE CENTENNIAL OF WOMEN'S SUFFRAGE IN NEW YORK STATE, AS WELL AS TWO INSTALLATIONS, ONE OF SHAKER STOVES AND THE OTHER OF SHAKER TOOLS. THE MUSEUM OPERATES ON TWO CAMPUSES -THE HISTORIC SITE AT MOUNT LEBANON AND AN ADMINISTRATIVE CAMPUS IN OLD CHATHAM THAT HOUSES COLLECTIONS STORAGE, THE LIBRARY AND ARCHIVES, AND STAFF OFFICES. THE COLLECTIONS ARE ACCESSIBLE ONLINE, THROUGH PRIVATE MEMBER TOURS, AND IN EXHIBITIONS. SHAKER MUSEUM HAS PURCHASED A 19TH CENTURY BUILDING IN CHATHAM, NY AND IS IN THE PROCESS OF RENOVATING AND BUILDING AN EXPANSIVE ADDITION TO THE FACILITY DESIGNED BY SELDORF ARCHITECTS. THE PHYSICAL BUILDING WILL EMBODY SHAKER VALUES OF INCLUSION, INNOVATION, AND EQUALITY TO CREATE A MUSEUM THAT BOTH TELLS THE SHAKER STORY AND IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $329,641 | ExpenseAmt |
| Desc | COLLECTIONS CARE - IN 2015 THE MUSEUM STARTED A MAJOR EFFORT TO ASSESS AND IMPROVE AS NEEDED THE CARE OF ITS OBJECT COLLECTION. THE MUSEUM CONTINUES TO WORK TO MAKE ITS COLLECTIONS AND INFORMATION AVAILABLE THROUGH ELECTRONIC MEDIA. THE GLADYS KNIEBLE DELMAS FOUNDATION AND THE TIANADERRAH FOUNDATION FUNDED A DIGITIZATION PROJECT OF MOUNT LEBANON MANUSCRIPTS. DIGITIZATION OF HISTORIC PHOTOGRAPHS CONTINUED, AND THE MUSEUM MADE AVAILABLE ABOUT 2,450 PHOTOGRAPHS TO THE PUBLIC IN EARLY 2015. THE MUSEUM WAS AWARDED A 750,000 GRANT IN 2016 FROM THE HENRY LUCE FOUNDATION TO SUPPORT A 2 1/2 YEAR PROJECT TO DOCUMENT THE ENTIRE COLLECTION ONLINE; PHOTOGRAPH A SIGNIFICANT PORTION OF THE COLLECTION; AND PRESENT ALL THE INFORMATION AND IMAGES IN AN ONLINE DATABASE THAT IS FREE AND FULLY PUBLICLY ACCESSIBLE. THIS PROJECT WAS COMPLETED AT THE END OF 2018 WITH THE LAUNCH OF A NEW WEBSITE SHOWCASING MORE THAN 16,000 OBJECTS FROM THE MUSEUM'S COLLECTION. THE MUSEUM'S EXTENSIVE COLLECTION AND ARCHIVE OF SHAKER MANUSCRIPTS, IMPRINTS, PHOTOGRAPHS, EPHEMERA, AND SECONDARY SHAKER MUSEUM AND LIBRARY RESEARCH MATERIALS CONTINUED TO ATTRACT RESEARCHERS FROM THE UNITED STATES AND ABROAD. THE MUSEUM ENCOURAGES AND SUPPORTS STUDY AND RESEARCH IN THE COLLECTION, AS WELL AS ITS INTERPRETATION, THROUGH EXHIBITIONS ORGANIZED BY THE MUSEUM AND IN COLLABORATION WITH OTHER INSTITUTIONS, AN ONLINE BLOG, AND THROUGH LOANS TO OTHER INSTITUTIONS. MUSEUM STAFF ALSO RESPOND TO INQUIRIES FROM RESEARCHERS AND THE PUBLIC ABOUT SHAKER HISTORY AND OBJECT PROVENANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $666,994 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LACY SCHUTZ | PersonNm |
| Phone | 5187949100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 SHAKER MUSEUM ROAD | AddressLine1Txt |
| City | OLD CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12136 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| LACY SCHUTZ | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $179,721 | $0 | $8,200 | |
| PAUL CASSIDY | ||||||
| CHAIRMAN | 8.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN DAX | ||||||
| VICE CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARY GAIL BIEBEL | ||||||
| TREASURER | 12.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF BAILEY | ||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BENJAMIN BISCHOFF | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| RAE GILSON | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JOHN SCHOBEL | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MARTHA MCMASTER | ||||||
| TREUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| EDWARD SPIRO | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| STEPHEN G WILLIAMS SR | ||||||
| FOUNDING DIR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JOSEPH KUSNICK | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN WEISER | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LAEL LOCKE | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| KENNETH KRAMER | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MATTHEW MALIN | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| JD WEINBERG | ||||||
| TRUSTEE | 0.50 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $179,721 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $8,200 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $38,475 | MembershipDuesAmt |
| Fundraising | $228,036 | FundraisingAmt |
| Government Grants | $139,322 | GovernmentGrantsAmt |
| All Other Contributions | $1,916,768 | AllOtherContributionsAmt |
| Noncash Contributions | $354,115 | NoncashContributionsAmt |
| Total Contributions | $2,322,601 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSION & EXHIBITIONS | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $2,494 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,494 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,494 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $323 | TotalRevenueColumnAmt |
| Exclusion | $323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $228,036 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $112,054 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$112,054 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,451 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,481 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$30 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Total Revenue Column | $1,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,214,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,464 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $323 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,721 | TotalAmt |
| Program Services | $143,777 | ProgramServicesAmt |
| Management And General | $17,972 | ManagementAndGeneralAmt |
| Fundraising | $17,972 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,702 | TotalAmt |
| Program Services | $191,340 | ProgramServicesAmt |
| Management And General | $191,476 | ManagementAndGeneralAmt |
| Fundraising | $35,886 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,071 | TotalAmt |
| Program Services | $12,364 | ProgramServicesAmt |
| Management And General | $7,497 | ManagementAndGeneralAmt |
| Fundraising | $2,210 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,004 | TotalAmt |
| Program Services | $5,915 | ProgramServicesAmt |
| Management And General | $6,284 | ManagementAndGeneralAmt |
| Fundraising | $805 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,370 | TotalAmt |
| Program Services | $32,127 | ProgramServicesAmt |
| Management And General | $20,080 | ManagementAndGeneralAmt |
| Fundraising | $5,163 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,750 | TotalAmt |
| Management And General | $18,750 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,716 | TotalAmt |
| Program Services | $17,334 | ProgramServicesAmt |
| Management And General | $14,365 | ManagementAndGeneralAmt |
| Fundraising | $17 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,078 | TotalAmt |
| Program Services | $6,051 | ProgramServicesAmt |
| Management And General | $2,217 | ManagementAndGeneralAmt |
| Fundraising | $4,810 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,844 | TotalAmt |
| Program Services | $14,268 | ProgramServicesAmt |
| Management And General | $1,615 | ManagementAndGeneralAmt |
| Fundraising | $961 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,547 | TotalAmt |
| Management And General | $3,547 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,089 | TotalAmt |
| Program Services | $98,851 | ProgramServicesAmt |
| Management And General | $905 | ManagementAndGeneralAmt |
| Fundraising | $9,333 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,524 | TotalAmt |
| Program Services | $48,868 | ProgramServicesAmt |
| Management And General | $8,118 | ManagementAndGeneralAmt |
| Fundraising | $538 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTREACH | $117,702 | $68,328 | $29,488 | $19,886 |
| BUILDINGS AND GROUNDS | $24,137 | $19,823 | $2,769 | $1,545 |
| ADMINISTRATION FEES | $19,333 | $6,269 | $12,359 | $705 |
| MEALS & ENTERTAINMENT | $1,527 | $187 | $1,164 | $176 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,492 | TotalAmt |
| Program Services | $1,492 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,105,607 | TotalAmt |
| Program Services | $666,994 | ProgramServicesAmt |
| Management And General | $338,606 | ManagementAndGeneralAmt |
| Fundraising | $100,007 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,183,710 | BOYAmt |
| EOY | $122,181 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,545 | BOYAmt |
| EOY | $3,224,150 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,078 | BOYAmt |
| EOY | $542,900 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,107 | BOYAmt |
| EOY | $12,026 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,614 | BOYAmt |
| EOY | $72,352 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,925,877 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,533,451 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,469,784 | BOYAmt |
| EOY | $6,392,426 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,626 | BOYAmt |
| EOY | $25,223 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,305,464 | BOYAmt |
| EOY | $10,391,258 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,083 | BOYAmt |
| EOY | $67,715 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,850 | BOYAmt |
| EOY | $28,850 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,678 | BOYAmt |
| EOY | $35,113 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,611 | BOYAmt |
| EOY | $131,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,060,685 | BOYAmt |
| EOY | $4,289,251 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,090,168 | BOYAmt |
| EOY | $5,970,329 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,150,853 | BOYAmt |
| EOY | $10,259,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,305,464 | BOYAmt |
| EOY | $10,391,258 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,108,727 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,328,452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $784,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,398,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,841,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,322,601 | CurrentTaxYearAmt |
| Total | $10,675,925 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,304 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,920 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,945 | CurrentTaxYearAmt |
| Total | $74,536 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,356,756 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $800,248 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,411,526 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,854,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,327,546 | CurrentTaxYearAmt |
| Total | $10,750,461 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,464,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,093 | CurrentTaxYearAmt |
| Total | $2,649,920 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,156 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,464,138 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,418 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436,093 | CurrentTaxYearAmt |
| Total | $2,649,920 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $8,100,541 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $323 | CurrentTaxYearAmt |
| Total | $11,114 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,965 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,617 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $323 | CurrentTaxYearAmt |
| Total | $11,114 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $900 | CurrentTaxYearMinus1YearAmt |
| Total | $11,993 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,370,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $803,686 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,415,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,856,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,327,869 | CurrentTaxYearAmt |
| Total | $10,773,568 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75190 | PublicSupportCY509Pct |
| Public Support PY509 | 0.73100 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | INSURANCE SETTLEMENT 9,143 REUNION INCOME, NET 367 MISCELLANEOUS INCOME 2,483 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,530 | OtherCostOrOtherBasisAmt |
| Book Value | $289,530 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,445,739 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,395,459 | DepreciationAmt |
| Book Value | $6,050,280 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $190,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,992 | DepreciationAmt |
| Book Value | $52,616 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,392,426 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,214,334 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $2,214,334 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $2,214,334 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,105,607 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,105,607 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,105,607 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE ORGANIZATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. |
| SCHEDULE D, PAGE 4, PART XIII | SCHEDULE D, PART III, LINE 1A - THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS. COSTS OF COLLECTION ITEMS PURCHASED ARE SHOWN AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM SALES OF COLLECTION ITEMS AND INSURANCE RECOVERIES OF LOST OR DESTROYED COLLECTION ITEMS ARE PRESENTED AS INCREASES IN NET ASSETS. THE MUSEUM MAINTAINS SUCH PROCEEDS IN A SEPARATE FUND, RESTRICTED FOR THE ACQUISITION, PRESERVATION, PROTECTION, OR CARE OF COLLECTIONS. SCHEDULE D, PART III, LINE 4 - TO FURTHER THE MUSEUM'S MISSION, THE MUSEUM COLLECTS, PRESERVES, AND INTERPRETS ONE OF THE LARGEST AND MOST COMPREHENSIVE COLLECTIONS OF SHAKER ARTIFACTS IN THE WORLD, INCLUDING FURNITURE, DOMESTIC ITEMS, TOOLS, MACHINERY, FINISHED PRODUCTION ITEMS, TEXTILES, ARCHITECTURAL ITEMS, AND SO ON. THE EMMA B. KING LIBRARY INCLUDES SHAKER MANUSCRIPTS AND IMPRINT MATERIALS, PHOTOGRAPHS, EPHEMERA, AND SECONDARY RESEARCH MATERIALS. THE MUSEUM ENCOURAGES AND SUPPORTS THE STUDY AND RESEARCH OF THE COLLECTION, AS WELL AS ITS INTERPRETATION, THROUGH DISPLAYS ORGANIZED BY THE MUSEUM AND OTHER INSTITUTIONS, PUBLISHED ARTICLES, AND THROUGH LOANS TO OTHER INSTITUTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $228,036 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $228,036 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $34,395 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $61,018 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $16,641 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $228,036 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $228,036 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $34,395 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $61,018 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,641 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $112,054 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$112,054 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LACY SCHUTZ | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $179,721 | BaseCompensationFilingOrgAmt |
| Nontaxable Benefits Filing Org | $8,200 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $187,921 | TotalCompensationFilingOrgAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $334,195 | NoncashContributionsRptF990Amt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,920 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | VALUE OF HISTORICAL TREASURES THE MUSEUM'S COLLECTIONS MANAGEMENT POLICY PROVIDES THAT NO VALUE BE RECORDED FOR DONATIONS OF HISTORICAL TREASURES ACCESSIONED INTO THE EXISTING COLLECTION. THE COLLECTIONS MANAGEMENT POLICY RESTRICTS THE USE OF PROCEEDS FROM DE-ACCESSIONED ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | SHAKER MUSEUM ELEVATES SHAKER MATERIAL CULTURE TO ANIMATE SHAKER VALUES AND BELIEFS AND INSPIRE INDIVIDUALS AND COMMUNITIES TO DEEPEN BONDS AND SEEK MEANINGFUL APPROACHES TO SOCIAL, ECONOMIC, ENVIRONMENTAL, AND SPIRITUAL ISSUES. |
| FORM 990, PAGE 2, PART III, LINE 4A | HISTORIC SITE PRESERVATION AND CONSERVATION - SINCE 2009, THE MUSEUM HAS UNDERTAKEN HISTORIC PRESERVATION PROJECTS AT MOUNT LEBANON. IN 2014, THE MUSEUM COMPLETED A 2-YEAR PROJECT OF APPROXIMATELY 2 MILLION TO STABILIZE THE WALLS OF THE GREAT STONE BARN AT MOUNT LEBANON. THE BARN, GUTTED BY FIRE IN 1972, WAS THE LARGEST STONE BARN IN AMERICA WHEN BUILD IN 1859. IT IS A TESTAMENT TO THE FINANCIAL AND TECHNOLOGICAL SOPHISTICATION OF THE SHAKERS' AGRICULTURAL OPERATIONS, AND TO THEIR COMMUNAL STEWARDSHIP OF THE LAND AND ANIMALS. FUNDING FOR THE PROJECT WAS ASSEMBLED OVER SEVERAL YEARS, AND INCLUDED FEDERAL GRANTS FROM THE DEPARTMENTS OF THE INTERIOR, HOUSING AND URBAN DEVELOPMENT, AND TRANSPORTATION: THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION; THE WORLD MONUMENTS FUND; AND CONTRIBUTIONS FROM OVER 100 PRIVATE FOUNDATIONS AND INDIVIDUALS. THE PROJECT STABILIZED THE STONE WALLS OF THE BUILDING, WITH THE GOAL OF MAKING THE BUILDING AVAILABLE FOR INTERPRETATION AS PART OF THE MUSEUM'S OPERATION OF THE HISTORIC SITE. IN 2015, THE MUSEUM EXECUTED A GRANT CONTRACT OF 500,000 WITH THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION TO CONTINUE PRESERVATION OF THIS BUILDING. THE MUSEUM CAPPED THE BARN WALLS TO PREVENT FURTHER EROSION AND TO ENSURE LONG-TERM STABILITY. IN 2016, THE MUSEUM COMPLETED WORK ON A CONTRACT TO RESTORE ELEMENTS OF THE BRICK SHOP, WITH FUNDING FROM THE NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION AND A LINE OF CREDIT WITH THE PRESERVATION LEAGUE OF NEW YORK. IN 2014, THE MUSEUM PURCHASED A 61-ACRE PARCEL OF HISTORIC SHAKER LANDS ADJACENT TO THE MOUNT LEBANON SITE. IN 2016, THE MUSEUM COMPLETED THE FUNDING CONTRACT WITH THE OPEN SPACE INSTITUTE AND COMPLETED NEGOTIATIONS FOR A CONSERVATION EASEMENT WITH THE STATE OF NEW YORK. IN 2018, THE MUSEUM CLEARED EIGHT ACRES OF NEW GROWTH WOOD FROM THE ABOVE-MENTIONED PARCEL, RESTORING A SIGNIFICANT VIEW SHED AND RESTORING WOOD AREAS TO THE OPEN FIELD AND CROP LAND THAT WOULD HAVE EXISTED AT THE HEIGHT OF THE SHAKERS' OCCUPANCY OF THE MOUNT LEBANON SITE IN THE LATTER HALF OF THE 1800S. THIS WORK EXPOSED ORIGINAL SHAKER STONE WALLS, WHICH HAD BEEN OBSCURED FOR DECADES, TO PUBLIC VIEW. IN 2019, OVER TWO MILES OF HIKING TRAILS WERE COMPLETED THROUGH THIS CLEARED LAND AND THE REMAINING WOODED AREAS. FOLLOWING AN APPROVAL PROCESS FROM THE NEW YORK STATE HISTORIC PRESERVATION OFFICE, THE MUSEUM INSTALLED SIX NEW INTERPRETATIVE EDUCATIONAL SIGNS AT THE SITE IN 2019. THIS SIGNAGE, MADE POSSIBLE WITH SUPPLEMENTAL EDUCATION AID FUNDS FROM NEW YORK STATE, ALLOWS VISITORS TO MORE FULLY UTILIZE THE NEWLY AVAILABLE SELF-GUIDED TOUR BROCHURES TO VISIT THE SITE AND IMMERSE THEMSELVES IN SHAKER HISTORY YEAR- ROUND AND REGARDLESS OF ABILITY TO PAY. DESPITE THE MANY CHALLENGES OF 2020, THE TRAILS, PASTURES, AND GROUNDS AT THE HISTORIC MOUNT LEBANON SITE PROVIDED THE GENERAL PUBLIC AN ACCESSIBLE LOCATION FOR PASSIVE RECREATION. |
| FORM 990, PAGE 2, PART III, LINE 4B | SITE TOURS, WORKSHOPS, AND EXHIBITIONS - IN 2022 SHAKER MUSEUM CONTINUED TO EMPHASIZE INCLUSIVE PROGRAMMING, OFFERING OPPORTUNITIES FOR PARTICIPANTS TO COME TOGETHER REMOTELY AND IN- PERSON FOR VARIOUS EVENTS REGARDLESS OF ABILITY TO PAY. THROUGHOUT THE YEAR, THE MUSEUM EXPLORED SUSTAINABILITY AND CONSIDERED HOW THE SHAKERS OFFER CONTEMPORARY INSPIRATION AS SOCIETY NAVIGATES A RAPIDLY CHANGING WORLD. SHAKER MUSEUM PROVIDED BOTH SCHOLARLY OFFERINGS SUCH AS AN ONLINE PANEL EXPLORING INNOVATION IN SUSTAINABLE DESIGN AS WELL AS PARTICIPATORY PROGRAMMING SUCH AS SHAKER-INSPIRED CRAFT WORKSHOPS. RECURRING SERIES SUCH AS COMMUNITY BUILDING WITH ELEMENTARY SCHOOL-AGED PARTICIPANTS FROM THE HUDSON YOUTH DEPARTMENT AND THE EVER-POPULAR KNIT-A-LONG, WHICH THIS YEAR EXPLORED THE WORK OF SISTER ELVIRA HULETT AND THE KNITTED RUGS SHE MADE IN THE LATE 19TH CENTURY, ENABLED PARTICIPANTS OF ALL SKILL LEVELS AND ABILITIES TO SHARE IN THE HANDS-ON JOY OF MAKING. DESPITE THE FACT SHAKER MUSEUM IS WITHOUT A PERMANENT, PUBLICLY ACCESSIBLE SPACE TO WELCOME VISITORS, DURING 2021, EVEN AS THE WORLD WAS STILL EMERGING FROM A STATE OF PANDEMIC LOCK-DOWN AND ISOLATION, SHAKER MUSEUM PROVIDED A SLATE OF PUBLIC PROGRAMMING INSPIRED BY THE COLLECTION, HISTORIC SITE, EXPLORATION IN SHAKER CRAFT SUCH AS TEXTILE WORK AND ETHICS, AND OPPORTUNITIES TO LEARN ABOUT THE SHAKER SCHOLARSHIP AND INSPIRATION INFORMING THE DESIGN OF SHAKER MUSEUM'S FUTURE HOME. THE EVENTS - MANY OF WHICH WERE FREE OR PAY WHAT YOU WISH - WERE OFFERED AS A MIX OF VIRTUAL AND IN-PERSON TO SUPPORT DIFFERENT LEVELS OF HEALTH AND SAFETY COMFORT, AS WELL AS EXPAND OUR REACH BEYOND THE IMMEDIATE AREA AND OUR PRE-EXISTING AUDIENCES. IN 2021, THE MUSEUM ALSO PRESENTED PHYSICAL POP-UP EXHIBITIONS HOSTED IN DONATED SPACE IN DOWNTOWN CHATHAM INCLUDING FRINGE SELECTS: AN EXHIBITION OF SHAKER OBJECTS CURATED BY KATIE STOUT (DECEMBER 2020 - MARCH 2021) AND THE FUTURE IS A GIFT (MAY - OCTOBER 2021), AND CONTINUED TO FACILITATE ONSITE COLLECTIONS RESEARCH. AS A RESULT OF THESE ACTIVITIES, THE PUBLIC ENGAGED WITH THE MUSEUM'S COLLECTION IN PERSON ON 129 DAYS BETWEEN JANUARY 1, AND NOVEMBER 15, 2021. ADDITIONALLY, THE MUSEUM HOSTED 15 VIRTUAL PROGRAMS AND SIX OTHER IN-PERSON EVENTS THAT DID NOT DIRECTLY UTILIZE THE PHYSICAL COLLECTION AND PROVIDED RESOURCES FOR SELF-LED EXPLORATION OF THE HISTORIC SITE EVERY DAY OF THE YEAR. IN 2020 SHAKER MUSEUM FOCUSED ITS PROGRAMMING ON INCLUSION, HONORING THE IDEA THAT ALL INDIVIDUALS HAVE THE RIGHT TO BE RESPECTED, VALUED, AND TO PARTICIPATE FULLY IN SOCIETY. DURING THE PERIOD OF ISOLATION NECESSARY TO SLOW THE SPREAD OF COVID-19, SHAKER MUSEUM INVITED ARTISTS OF ALL AGES, BACKGROUNDS, AND ABILITIES TO EXPLORE THE MUSEUM'S COLLECTION ONLINE AND CREATE ARTWORK INSPIRED BY THE SHAKER EXAMPLE. THIS COMMUNITY ENGAGEMENT PROJECT, "CALL FOR ART: IN UNION REMOTELY," COMPRISED A SERIES OF EVENTS WHICH ENABLED PARTICIPANTS TO JOIN A REMOTE COMMUNITY WHILE WORKING ON INDIVIDUAL PROJECTS INSPIRED BY THE SHAKER LEGACY. THE RESULTING EXHIBITION WAS AVAILABLE TO VIEW ONLINE AT SHAKERMUSEUM.US. AS CONDITIONS PERMITTED REOPENING OF PUBLIC VENUES, SHAKER MUSEUM OPENED A TEMPORARY EXHIBITION IN DOWNTOWN CHATHAM ENTITLED "SHAKERS: IN COMMUNITY," WHICH WAS THE OUTCOME OF A SUSTAINED INITIATIVE FUNDED BY THE HENRY LUCE FOUNDATION'S THEOLOGY PROGRAM AND CURATED BY MAGGIE TAFT. THROUGH AN ARRAY OF PHOTOGRAPHS, FURNITURE, PRINTS, APPAREL AS WELL AS OTHER OBJECTS IN THE PERMANENT COLLECTION OF SHAKER MUSEUM, THIS POP-UP EXPERIENCE EXAMINED THE DIFFERENT WAYS IN WHICH THE SHAKERS SOUGHT TO FORGE EQUITABLE AND INCLUSIVE COMMUNAL BONDS. SHAKER MUSEUM ENDED THE YEAR WITH A SECOND TEMPORARY EXHIBITION IN DOWNTOWN CHATHAM, "FRINGE SELECTS" IN COLLABORATION WITH ARTIST/DESIGNER KATIE STOUT. THROUGH A SELECTION OF SHAKER MATERIAL CHOSEN BY STOUT FROM THE MUSEUM'S PERMANENT COLLECTION, THE EXHIBITION EXPLORED THE BREADTH OF SHAKER OBJECTS BY TAKING A CLOSER LOOK AT THE OBJECTS ON THE "FRINGE" - COLORFUL, ORNAMENTAL, AND LESS WELL-KNOWN THAN THE MINIMALIST, ICONIC SHAKER PIECES. ALSO ON VIEW WERE TWO NEW CHAIRS BY STOUT CREATED AS A RESPONSE TO HER EXPLORATION OF SHAKER MATERIAL CULTURE. THROUGHOUT THE YEAR, THE MUSEUM HOSTED REMOTE AND/OR SOCIALLY-DISTANCED LOW AND NO-COST PROGRAMMING AND DEMONSTRATIONS IN PARTNERSHIP WITH ARTISTS, CRAFTSPEOPLE, AND LOCAL EXPERTS. IN 2019 THE MUSEUM CONTINUED ITS SEASONAL PROGRAMMING FROM MAY THROUGH OCTOBER AT MOUNT LEBANON WITH GUIDED TOURS OF THE SITE AS WELL AS TWO ON- SITE EXHIBITIONS AND A HOST OF EDUCATIONAL WORKSHOPS FOR CHILDREN AND ADULTS. A GRANT FROM THE NEW YORK STATE COUNCIL ON THE ARTS PROVIDED FUNDING FOR A FIRST-EVER ARTIST RESIDENCY IN THE HISTORIC FORGE BUILDING AT MOUNT LEBANON. ARTIST-IN-RESIDENCE, AMIE CUNAT CURATED QUIET MARCH TO A WARRING SONG, AN EXHIBITION OF WORK BY NINE CONTEMPORARY ARTISTS WHOSE WORK CHALLENGES OR REVEALS HEADSTRONG HISTORIES OR EXISTING SOCIO-POLITICAL ESTABLISHMENTS. CUNAT ALSO CREATED A SOLO EXHIBITION ENTITLED GRANARY, WHICH WAS INSTALLED IN THE HISTORIC GRANARY BUILDING AT MOUNT LEBANON THROUGHOUT THE 2019 SUMMER SEASON, REIMAGINING THE GRANARY'S HISTORIC FUNCTION BY RECONSTRUCTING ITS STORAGE STRUCTURES AND ELEVATOR WITH PAPER MATERIALS AND VIBRANT COLOR CHOICES. THROUGHOUT THE SEASON, CUNAT ORGANIZED AND CONDUCTED EDUCATIONAL WORKSHOPS WITH ARTISTS WHO LED SCHOOL AND COMMUNITY GROUPS IN VARIOUS ACTIVITIES EXPLORING THE SHAKER LEGACY OF CRAFT. THE MUSEUM ALSO HOSTED LOW AND NO-COST PROGRAMMING AND DEMONSTRATIONS IN PARTNERSHIP WITH ARTISTS, CRAFTSPEOPLE, AND LOCAL EXPERTS. THE MUSEUM HOSTED A BAGPIPE CONCERT, JAM-MAKING AND VARIOUS WOODWORKING DEMONSTRATIONS, KNITTING ACTIVITIES, AND BIRDWATCHING DURING THE 2019 SUMMER SEASON. IN 2018 THE MUSEUM WORKED WITH THE JEFF BAILEY GALLERY IN HUDSON, NY TO MOUNT AN EXHIBITION TITLED "LINE AND CURVE: THE ELLSWORTH KELLY AND JACK SHEAR SHAKER COLLECTION FROM SHAKER MUSEUM | MOUNT LEBANON WITH PRINTS BY ELLSWORTH KELLY." THE EXHIBITION TRAVELED TO THE NEW BRITAIN MUSEUM OF AMERICAN ART, WHERE IT WAS ON VIEW THROUGH JUNE 30, 2019. IN 2018 THE MUSEUM ALSO PARTNERED WITH THE COLUMBIA COUNTY HISTORICAL SOCIETY ON AN EXHIBITION TITLED DURABLE BEAUTY: SHAKER BASKETS FROM SHAKER MUSEUM | MOUNT LEBANON. IN 2017 THE MUSEUM MOUNTED AN EXIBITION FUNDED LARGELY BY THE NEW YORK STATE COUNCIL ON THE ARTS "BREAK EVERY YOKE: SHAKERS, GENDER EQUALITY, AND WOMEN'S SUFFRAGE" TO CELEBRATE THE CENTENNIAL OF WOMEN'S SUFFRAGE IN NEW YORK STATE, AS WELL AS TWO INSTALLATIONS, ONE OF SHAKER STOVES AND THE OTHER OF SHAKER TOOLS. THE MUSEUM OPERATES ON TWO CAMPUSES -THE HISTORIC SITE AT MOUNT LEBANON AND AN ADMINISTRATIVE CAMPUS IN OLD CHATHAM THAT HOUSES COLLECTIONS STORAGE, THE LIBRARY AND ARCHIVES, AND STAFF OFFICES. THE COLLECTIONS ARE ACCESSIBLE ONLINE, THROUGH PRIVATE MEMBER TOURS, AND IN EXHIBITIONS. SHAKER MUSEUM HAS PURCHASED A 19TH CENTURY BUILDING IN CHATHAM, NY AND IS IN THE PROCESS OF RENOVATING AND BUILDING AN EXPANSIVE ADDITION TO THE FACILITY DESIGNED BY SELDORF ARCHITECTS. THE PHYSICAL BUILDING WILL EMBODY SHAKER VALUES OF INCLUSION, INNOVATION, AND EQUALITY TO CREATE A MUSEUM THAT BOTH TELLS THE SHAKER STORY AND IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY. |
| FORM 990, PAGE 2, PART III, LINE 4C | COLLECTIONS CARE - IN 2015 THE MUSEUM STARTED A MAJOR EFFORT TO ASSESS AND IMPROVE AS NEEDED THE CARE OF ITS OBJECT COLLECTION. THE MUSEUM CONTINUES TO WORK TO MAKE ITS COLLECTIONS AND INFORMATION AVAILABLE THROUGH ELECTRONIC MEDIA. THE GLADYS KNIEBLE DELMAS FOUNDATION AND THE TIANADERRAH FOUNDATION FUNDED A DIGITIZATION PROJECT OF MOUNT LEBANON MANUSCRIPTS. DIGITIZATION OF HISTORIC PHOTOGRAPHS CONTINUED, AND THE MUSEUM MADE AVAILABLE ABOUT 2,450 PHOTOGRAPHS TO THE PUBLIC IN EARLY 2015. THE MUSEUM WAS AWARDED A 750,000 GRANT IN 2016 FROM THE HENRY LUCE FOUNDATION TO SUPPORT A 2 1/2 YEAR PROJECT TO DOCUMENT THE ENTIRE COLLECTION ONLINE; PHOTOGRAPH A SIGNIFICANT PORTION OF THE COLLECTION; AND PRESENT ALL THE INFORMATION AND IMAGES IN AN ONLINE DATABASE THAT IS FREE AND FULLY PUBLICLY ACCESSIBLE. THIS PROJECT WAS COMPLETED AT THE END OF 2018 WITH THE LAUNCH OF A NEW WEBSITE SHOWCASING MORE THAN 16,000 OBJECTS FROM THE MUSEUM'S COLLECTION. THE MUSEUM'S EXTENSIVE COLLECTION AND ARCHIVE OF SHAKER MANUSCRIPTS, IMPRINTS, PHOTOGRAPHS, EPHEMERA, AND SECONDARY SHAKER MUSEUM AND LIBRARY RESEARCH MATERIALS CONTINUED TO ATTRACT RESEARCHERS FROM THE UNITED STATES AND ABROAD. THE MUSEUM ENCOURAGES AND SUPPORTS STUDY AND RESEARCH IN THE COLLECTION, AS WELL AS ITS INTERPRETATION, THROUGH EXHIBITIONS ORGANIZED BY THE MUSEUM AND IN COLLABORATION WITH OTHER INSTITUTIONS, AN ONLINE BLOG, AND THROUGH LOANS TO OTHER INSTITUTIONS. MUSEUM STAFF ALSO RESPOND TO INQUIRIES FROM RESEARCHERS AND THE PUBLIC ABOUT SHAKER HISTORY AND OBJECT PROVENANCE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | REVIEW PROCESS OF 990 BY GOVERNING BODY - THE EXECUTIVE DIRECTOR OF THE MUSEUM OR A DESIGNEE DISTRIBUTES A COPY OF THE COMPLETED FORM 990 TO THE AUDIT AND FINANCE COMMITTEE BEFORE A MEETING WITH THE LEAD AUDITOR FROM THE AUDITING FIRM. THE LEAD AUDITOR AND AUDIT AND FINANCE COMMITTEE REVIEW THE AUDITED FINANCIALS AND FORM 990. THE AUDIT AND FINANCE COMMITTEE DISSEMINATES COPIES OF THE 990 AND AUDITED FINANCIALS TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES IS GIVEN A DEADLINE TO INQUIRE ABOUT ANY INFORMATION IN THE FORM, WHICH ALLOWS TIME FOR REVIEW AND ANY REQUIRED CORRECTIONS BEFORE THE ACTUAL FORM IS FILED. IN ADDITION, AN ITEM IS PLACED ON THE BOARD OF TRUSTEES MEETING AGENDA, WHICH ALLOWS FOR FOLLOW-UP DISCUSSION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | CONFLICT OF INTEREST MONITORING - AS PART OF THE ADOPTED CONFLICT OF INTEREST POLICY AND PROCEDURES, THE MUSEUM DEVELOPED A COMPREHENSIVE DISCLOSURE FORM. ALL TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO FILE A RENEWAL EACH YEAR. THE MUSEUM KEEPS THE SIGNED FORMS ON FILE AT THE MUSEUM OFFICES. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE COMPENSATION - PURSUANT TO THE MUSEUM'S BYLAWS, MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION FOR THEIR SERVICES, ALTHOUGH THEY MAY BE REIMBURSED FOR OUT-OF-POCKET EXPENSE REASONABLY INCURRED IN THE PERFORMANCE OF THEIR DUTIES. SUCH REIMBURSEMENTS ARE SUBJECT TO THE EXPENSE REIMBURSEMENT POLICY OF THE MUSEUM. AS OF DECEMBER 31, 2020, THE MUSEUM EMPLOYED AN EXECUTIVE DIRECTOR WHO MANAGES THE AFFAIRS AND BUSINESS OF THE MUSEUM, SUBJECT TO GENERAL OVERSIGHT AND CONTROL OF THE CHAIR AND BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR SERVES AS A NON-VOTING MEMBER OF THE BOARD, AND OF ALL COMMITTEES OF THE BOARD. TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION, PRIOR TO HIRING AND PERIODICALLY, THE EXECUTIVE COMMITTEE RESEARCHES COMPARABLE SALARIES IN THE MUSEUM FIELD AND IN SIMILARLY SITUATED NON-PROFITS, GAUGED BY THEIR SIZE, LOCATION AND SIMILAR STATURE TO THE SHAKER MUSEUM AND LIBRARY. REGIONAL SALARIES FOR MUSEUMS IN THE AREA ARE CHECKED THROUGH THE MUSEUM ASSOCIATION OF NEW YORK, AND/OR THROUGH CONTACTS AT AREA MUSEUMS. QUALIFIED CANDIDATES MUST BE ABOVE AVERAGE IN THEIR LEVEL OF KNOWLEDGE AND EXPERIENCE, AND HAVE PROVEN EXPERIENCE IN DEVELOPMENT AND FUNDRAISING FOR NON - PROFITS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | PUBLIC AVAILABILITY OF DOCUMENTS - THE MUSEUM PROVIDES COPIES OF ANY GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO ANY INTERESTED PARTY AFTER RECEIVING EITHER A WRITTEN OR A VERBAL REQUEST. |
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