SHAKER MUSEUM AND LIBRARY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHAKER MUSEUM AND LIBRARY (EIN 14-1364601)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-08
IRS object ID
202132519349300828
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-09-08T11:29:21-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141592927PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KARP ACKERMAN SMALL & HOGAN CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 HUDSON CITY CENTRE SUITE 1EAddressLine1Txt
CityHUDSONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12534ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141364601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHAKER MUSEUM AND LIBRARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHAKBusinessNameControlTxt
Phone5187949100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 328AddressLine1Txt
CityCHATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12037ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLACY SCHUTZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5187949100PhoneNum
Signature2021-07-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLACYPersonFirstNm
Person LastSCHUTZPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE A FIRSTPreparerPersonNm
PTINP00967483PTIN
Phone5188287618PhoneNum
Preparation2021-07-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerLACY SCHUTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 328AddressLine1Txt
CityCHATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12037ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,415,043GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHAKERMUSEUM.USWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1950FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionSHAKER 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 Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$784,616PYContributionsGrantsAmt
CY Contributions Grants$3,398,606CYContributionsGrantsAmt
PY Program Service Revenue$10,353PYProgramServiceRevenueAmt
CY Program Service Revenue$10,575CYProgramServiceRevenueAmt
PY Investment Income$2,959PYInvestmentIncomeAmt
CY Investment Income$2,617CYInvestmentIncomeAmt
PY Other Revenue-$40,276PYOtherRevenueAmt
CY Other Revenue-$24,604CYOtherRevenueAmt
PY Total Revenue$757,652PYTotalRevenueAmt
CY Total Revenue$3,387,194CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$458,652PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$507,052CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$17,449CYTotalFundraisingExpenseAmt
PY Other Expenses$371,416PYOtherExpensesAmt
CY Other Expenses$318,384CYOtherExpensesAmt
PY Total Expenses$830,068PYTotalExpensesAmt
CY Total Expenses$825,436CYTotalExpensesAmt
PY Revenues Less Expenses-$72,416PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,561,758CYRevenuesLessExpensesAmt
Total Assets BOY$5,096,940TotalAssetsBOYAmt
Total Assets EOY$8,043,512TotalAssetsEOYAmt
Total Liabilities BOY$241,415TotalLiabilitiesBOYAmt
Total Liabilities EOY$550,329TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,855,525NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,493,183NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSHAKER 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$96,726ExpenseAmt
DescHISTORIC 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

FieldValueIRS element (for citing)
Expense$140,179ExpenseAmt
Revenue$10,575RevenueAmt
DescSITE TOURS, WORKSHOPS, AND EXHIBITIONS - 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

FieldValueIRS element (for citing)
Expense$303,695ExpenseAmt
DescCOLLECTIONS 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 SECONDARYSHAKER MUSEUM AND LIBRARY RESEARCH MATERIALS CONTINUED TO ATTRACT RESEARCHERS FROM THE UNITED STATES AND ABROAD. THE MUSEUM ENCOURAGES AND SUPPORTSSTUDY 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
FieldValueIRS element (for citing)
Total Program Service Expenses$540,600TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLACY SCHUTZPersonNm
Phone5187949100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line188 SHAKER MUSEUM ROADAddressLine1Txt
CityOLD CHATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12136ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PAUL CASSIDY
CHAIRMAN8.00Yes (X)Yes (X)$0$0$0
JOHN DAX
VICE CHAIR3.00Yes (X)Yes (X)$0$0$0
MARY GAIL BIEBEL
TREASURER12.00Yes (X)Yes (X)$0$0$0
JEFF BAILEY
SECRETARY3.00Yes (X)Yes (X)$0$0$0
JEFFERY DALY
CHAIRMAN EMERITUS2.00Yes (X)$0$0$0
BENJAMIN BISCHOFF
TRUSTEE0.50Yes (X)$0$0$0
JOANNE DUNNE MURPHY
TRUSTEE0.50Yes (X)$0$0$0
RAE GILSON
TRUSTEE0.50Yes (X)$0$0$0
JOHN SCHOBEL
TRUSTEE0.50Yes (X)$0$0$0
MARTHA MCMASTER
TREUSTEE0.50Yes (X)$0$0$0
EDWARD SPIRO
TRUSTEE0.50Yes (X)$0$0$0
STEPHEN J STEIN
LIFE DIRECTOR0.50Yes (X)$0$0$0
SUZANNE WERNER
TRUSTEE0.50Yes (X)$0$0$0
STEPHEN G WILLIAMS
FOUNDING DIRECTOR0.50Yes (X)$0$0$0
JOHN CAMPBELL
TRUSTEE0.50Yes (X)$0$0$0
JOSEPH KUSNICK
TRUSTEE0.50Yes (X)$0$0$0
KATHY WEISER
TRUSTEE0.50Yes (X)$0$0$0
ROBERT FULLER
TRUSTEE0.50Yes (X)$0$0$0
LACY SCHUTZ
EXECUTIVE DIRECTOR40.00Yes (X)$157,099$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$157,099TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$29,518MembershipDuesAmt
Fundraising$155,603FundraisingAmt
All Other Contributions$3,213,485AllOtherContributionsAmt
Noncash Contributions$750,148NoncashContributionsAmt
Total Contributions$3,398,606TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMISSION & EXHIBITIONDesc
Business713990BusinessCd
Total Revenue Column$10,575TotalRevenueColumnAmt
Related Or Exempt Func Income$10,575RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$10,575TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,617TotalRevenueColumnAmt
Exclusion$2,617ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$155,603ContriRptFundraisingEventAmt
Fundraising Direct Expenses$25,981FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$25,981TotalRevenueColumnAmt
Exclusion-$25,981ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$2,345GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,868CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$477TotalRevenueColumnAmt
Related Or Exempt Func Income$477RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business531390BusinessCd
Total Revenue Column$900TotalRevenueColumnAmt
Related Or Exempt Func Income$900RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$900OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,387,194TotalRevenueColumnAmt
Related Or Exempt Func Income$11,952RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$23,364ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$157,099TotalAmt
Program Services$125,679ProgramServicesAmt
Management And General$31,420ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$300,259TotalAmt
Program Services$190,765ProgramServicesAmt
Management And General$98,888ManagementAndGeneralAmt
Fundraising$10,606FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,613TotalAmt
Program Services$5,267ProgramServicesAmt
Management And General$2,169ManagementAndGeneralAmt
Fundraising$177FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$42,081TotalAmt
Program Services$29,115ProgramServicesAmt
Management And General$11,990ManagementAndGeneralAmt
Fundraising$976FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,947TotalAmt
Management And General$12,947ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,009TotalAmt
Program Services$4,984ProgramServicesAmt
Management And General$5,823ManagementAndGeneralAmt
Fundraising$2,202FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$12,168TotalAmt
Program Services$9,662ProgramServicesAmt
Management And General$1,415ManagementAndGeneralAmt
Fundraising$1,091FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28TotalAmt
Management And General$28ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,911TotalAmt
Management And General$13,911ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$100,070TotalAmt
Program Services$99,023ProgramServicesAmt
Management And General$1,047ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$49,578TotalAmt
Program Services$44,140ProgramServicesAmt
Management And General$4,957ManagementAndGeneralAmt
Fundraising$481FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
OUTREACH$60,988$4,019$56,621$348
BUILDINGS AND GROUNDS$24,530$10,452$12,529$1,549
EDUCATION AND COLLECTIO$17,494$17,494
ADMINISTRATION FEES$9,124$9,124

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$4,537TotalAmt
Management And General$4,518ManagementAndGeneralAmt
Fundraising$19FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$825,436TotalAmt
Program Services$540,600ProgramServicesAmt
Management And General$267,387ManagementAndGeneralAmt
Fundraising$17,449FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$214,956BOYAmt
EOY$6,858EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,782BOYAmt
EOY$616,095EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,584BOYAmt
EOY$1,238,612EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,276BOYAmt
EOY$9,105EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$25,974BOYAmt
EOY$39,107EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,428,675LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,366,969LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,596,024BOYAmt
EOY$6,061,706EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$95,844BOYAmt
EOY$72,029EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$82,500BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,096,940BOYAmt
EOY$8,043,512EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$36,620BOYAmt
EOY$150,498EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$28,850BOYAmt
EOY$38,850EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$175,945BOYAmt
EOY$360,981EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$241,415BOYAmt
EOY$550,329EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,624,935BOYAmt
EOY$3,698,077EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,230,590BOYAmt
EOY$3,795,106EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,855,525BOYAmt
EOY$7,493,183EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,096,940BOYAmt
EOY$8,043,512EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,561,758ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$75,900OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$529,064CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$742,019CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,328,452CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$784,616CurrentTaxYearMinus1YearAmt
Current Tax Year$3,398,606CurrentTaxYearAmt
Total$6,782,757TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,273CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$15,639CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,304CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,632CurrentTaxYearMinus1YearAmt
Current Tax Year$12,920CurrentTaxYearAmt
Total$94,768TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$551,337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$757,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,356,756CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,248CurrentTaxYearMinus1YearAmt
Current Tax Year$3,411,526CurrentTaxYearAmt
Total$6,877,525TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$237,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$304,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,115CurrentTaxYearMinus1YearAmt
Current Tax Year$1,464,138CurrentTaxYearAmt
Total$2,306,685TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$119,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$237,222CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$304,156CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$182,115CurrentTaxYearMinus1YearAmt
Current Tax Year$1,464,138CurrentTaxYearAmt
Total$2,306,685TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$4,570,840PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,959CurrentTaxYearMinus1YearAmt
Current Tax Year$2,617CurrentTaxYearAmt
Total$13,153TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$734CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,878CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,965CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,959CurrentTaxYearMinus1YearAmt
Current Tax Year$2,617CurrentTaxYearAmt
Total$13,153TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$9,714CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$479CurrentTaxYearMinus1YearAmt
Current Tax Year$900CurrentTaxYearAmt
Total$11,093TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$552,071CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$760,536CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,370,435CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$803,686CurrentTaxYearMinus1YearAmt
Current Tax Year$3,415,043CurrentTaxYearAmt
Total$6,901,771TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.66230PublicSupportCY509Pct
Public Support PY5090.78720PublicSupportPY509Pct
Investment Income CY0.00190InvestmentIncomeCYPct
Investment Income PY0.00240InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationINSURANCE SETTLEMENT - 2018 AMOUNT: $ 9,143. REUNION INCOME NET - 2018 AMOUNT: $ 367. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 204. 2019 AMOUNT: $ 479. 2020 AMOUNT: $ 900.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$289,530OtherCostOrOtherBasisAmt
Book Value$289,530BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,956,864OtherCostOrOtherBasisAmt
Depreciation$1,234,229DepreciationAmt
Book Value$5,722,635BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,281OtherCostOrOtherBasisAmt
Depreciation$132,740DepreciationAmt
Book Value$49,541BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,061,706TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,496,709TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$33,615DonatedServicesAndUseFcltsAmt
Other Revenue$75,900OtherRevenueAmt
Revenue Not Reported$109,515RevenueNotReportedAmt
Revenue Subtotal$3,387,194RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,387,194TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$859,051TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$33,615DonatedServicesUseFcltsAmt
Expenses Not Reported$33,615ExpensesNotReportedAmt
Expenses Subtotal$825,436ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$825,436TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE MUSEUM IS A NON-PROFIT CORPORATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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.PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. THE ORGANIZATION'S FEDERAL AND STATE TAX RETURNS FOR YEARS 2017 THROUGH PRESENT ARE SUBJECT TO EXAMINATION BY THE IRS AND APPLICABLE STATES, GENERALLY FOR THREE YEARS AFTER HAVING BEEN FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PAYCHECK PROTECTION PROGRAM (PPP) LOAN FORGIVENESS SUBSEQUENT TO 12-31-20 75,900.
SCHEDULE D PART III, LINE 1ATHE 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 4TO 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 D, PART X, LINE 2THE 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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$155,603GrossReceiptsEvent1Amt
Charitable Contri Event1$155,603CharitableContriEvent1Amt
Other Direct Expenses Event1$25,981OtherDirectExpensesEvent1Amt
Gross Receipts Total$155,603GrossReceiptsTotalAmt
Charitable Contributions Tot$155,603CharitableContributionsTotAmt
Oth Direct Expnss Total Events$25,981OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$25,981DirectExpenseSummaryEventsAmt
Net Income Summary-$25,981NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLACY SCHUTZPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$157,099BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$157,099TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$750,148NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationVALUE 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. PART I, LINE 32B THE ORGANIZATION UTILIZES THE SERVICES OF ITS FINANCIAL ADVISORS TO SELL DONATED SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BREVIEW 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, PART VI, SECTION B, LINE 12CCONFLICT 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, PART VI, SECTION B, LINE 15AEXECUTIVE 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, PART VI, SECTION C, LINE 19PUBLIC 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.
FORM 990, PART XI, LINE 9:PAYCHECK PROTECTION PROGRAM (PPP) LOAN FORGIVEN SUBSEQUENT TO 12-31-20 75,900.

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