2025-11-17T12:52:44-05:00 2024-12-31 141592927 KARP ACKERMAN SMALL & HOGAN CPAS PC ONE HUDSON CITY CENTER SUITE 101 HUDSON NY 125342340 990 2024-01-01 141364601 SHAKER MUSEUM AND LIBRARY SHAK 5187949100 PO BOX 328 CHATHAM NY 12037 CLAUDIA GOULD EXECUTIVE DIRECTOR 5187949100 2025-11-10 true STEPHANIE A FIRST P00967483 5188287618 2025-11-13 2024 2025-03-06 01:10:19Z CLAUDIA GOULD 88 SHAKER MUSEUM RD OLD CHATHAM NY 12136 2415831 false X WWW.SHAKERMUSEUM.US X 1950 NY 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. 20 20 12 20 0 1119088 2239169 1755 14228 99535 148498 -103380 -75671 1116998 2326224 0 0 787485 865659 0 247056 470948 641939 1258433 1507598 -141435 818626 10416535 11251174 298390 314403 10118145 10936771 X 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. false false 319788 COLLECTIONS CARE AND STEWARDSHIP - WITH MORE THAN 18,000 OBJECTS, SHAKER MUSEUM STEWARDS THE MOST COMPREHENSIVE COLLECTION OF SHAKER MATERIAL CULTURE AND ARCHIVES. THE MUSEUM'S EXTENSIVE COLLECTION AND ARCHIVE OF SHAKER MANUSCRIPTS, IMPRINTS, PHOTOGRAPHS, EPHEMERA, AND SECONDARY SHAKER MUSEUM AND LIBRARY RESEARCH MATERIALS ATTRACT VISITORS AND 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 AND THROUGH LOANS TO OTHER INSTITUTIONS. MUSEUM STAFF ALSO RESPOND TO INQUIRIES FROM RESEARCHERS AND THE PUBLIC ABOUT SHAKER HISTORY AND OBJECT PROVENANCE. SHAKER MUSEUM'S COLLECTION IS DISPLAYED ON ITS WEBSITE, SHAKERMUSEUM.US, WITH BOTH INFORMATION AND IMAGES IN AN ONLINE DATABASE THAT IS FREE AND FULLY PUBLICLY ACCESSIBLE. 322453 14228 EXHIBITIONS, TOURS, AND WORKSHOPS - SHAKER MUSEUM IS IN THE PROCESS OF RENOVATING AND BUILDING AN EXPANSIVE NEW FACILITY DESIGNED BY SELDORF ARCHITECTS. THE PHYSICAL BUILDING WILL EMBODY SHAKER VALUES OF INCLUSION, INNOVATION, AND EQUALITY TO CREATE A MUSEUM THAT SHOWCASES SHAKER MUSEUM'S COLLECTION, HOSTS EXHIBITIONS, TELLS THE SHAKER STORY, AND IS RESPONSIVE TO THE NEEDS OF THE COMMUNITY. WHILE THE MUSEUM IS UNDER CONSTRUCTION, THE COLLECTIONS ARE ACCESSIBLE ONLINE, THROUGH GUIDED TOURS OF THE STORAGE AREA, AND IN EXHIBITIONS AT TEMPORARY "POP-UP" LOCATIONS. PROGRAMS AND WORKSHOPS ALSO CONNECT SHAKER MUSEUM WITH THE PUBLIC. 128628 HISTORICAL SITE PRESERVATION AND CONSERVATION - SHAKER MUSEUM STEWARDS THE NORTH FAMILY HISTORIC SITE AT MOUNT LEBANON. FOUNDED IN 1787, MOUNT LEBANON WAS THE FIRST OFFICIAL COMMUNITY ORGANIZED BY THE SHAKERS AND WAS THE LEADER IN ADMINISTRATIVE AND SPIRITUAL MATTERS FOR ALL THE SHAKER COMMUNITIES THAT EMERGED THROUGHOUT NEW ENGLAND AND SOUTH AND WEST INTO KENTUCKY, OHIO, AND FLORIDA. ITS COMMUNITY PLANNING, ARCHITECTURE, COMMERCIAL AND INDUSTRIAL ENDEAVORS, AS WELL AS ITS SPIRITUAL PRACTICES, BECAME MODELS FOR THE OTHER SHAKER VILLAGES. AT ITS PEAK IN THE MID-19TH CENTURY, MOUNT LEBANON SPANNED OVER 6,000 ACRES AND AROUND 600 PEOPLE LIVED AND WORKED IN HUNDREDS OF BUILDINGS. WITHIN THIS CENTRAL COMMUNITY THE SHAKERS DEVELOPED THEIR PROGRESSIVE IDEAS ON GENDER EQUALITY, RACIAL EQUALITY, PACIFISM, COMMUNAL PROPERTY, THE VALUE OF LABOR, AND SUSTAINABILITY. THEY ALSO ESTABLISHED THE NOW FAMOUS SHAKER AESTHETIC OF SIMPLICITY, EXPRESSED IN THEIR OBJECTS, FURNITURE, BUILDINGS, AND VILLAGE PLANNING. TODAY VISITORS TO THE NORTH FAMILY ENCOUNTER 10 ORIGINAL SHAKER BUILDINGS ON 91 ACRES. VISITORS ARE WELCOME YEAR-ROUND, WEATHER PERMITTING, TO STROLL THE GROUNDS, HIKE THE NORTH PASTURE TRAIL, OR HAVE A PICNIC IN THE MEADOW. 770869 true true false false false false false true false false true false false false false true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 30 0 true 12 true false false false false false false false false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true false false NY X LISA MALONE JACKSON 5187949100 88 SHAKER MUSEUM RD OLD CHATHAM NY 12136 LACY SCHUTZ EXECUTIVE DI 40.00 X 197593 0 12087 LISA MALONE JACKSON DEPUTY EXECU 40.00 X 165241 0 16891 PAUL CASSIDY CHAIRMAN 8.00 X X 0 0 0 JOHN SCHOBEL VICE CHAIR 3.00 X X 0 0 0 JOHN FRISHKOPF TREASURER 12.00 X X 0 0 0 JEREMY STYNES SECRETARY 3.00 X X 0 0 0 JEFF BAILEY DIRECTOR 0.50 X 0 0 0 BEN BISCHOFF DIRECTOR 0.50 X 0 0 0 KIMBERLY DRIESSON DIRECTOR 0.50 X 0 0 0 CARL R FISCHER IV DIRECTOR 0.50 X 0 0 0 RAE GILSON DIRECTOR 0.50 X 0 0 0 JAMES KOCIS DIRECTOR 0.50 X 0 0 0 KENNETH KRAMER DIRECTOR 0.50 X 0 0 0 JOSEPH KUSNICK DIRECTOR 0.50 X 0 0 0 LAEL LOCKE DIRECTOR 0.50 X 0 0 0 MATTHEW MALIN DIRECTOR 0.50 X 0 0 0 PHIL MEEKS DIRECTOR 0.50 X 0 0 0 RACHEL ROBBINS DIRECTOR 0.50 X 0 0 0 KAREN SUEN-COOPER DIRECTOR 0.50 X 0 0 0 JD WEINBERG DIRECTOR 0.50 X 0 0 0 KATHLEEN WEISER DIRECTOR 0.50 X 0 0 0 STEPHEN G WILLIAMS SR FOUNDING DIR 0.50 X 0 0 0 362834 28978 2 false true false SELLDORF ARCHITECTS 860 BROADWAY NEW YORK NY 10003 PROFESSIONAL 134601 1 27665 335318 1876186 335767 2239169 ADMISSION & EXHIBITIONS 713990 14228 14228 14228 148498 148498 8750 335318 84250 -75500 3452 5357 -1905 -1905 OTHER INCOME 1734 1734 1734 2326224 14057 148498 362834 201177 141898 19759 372402 187638 180321 4443 21055 10904 9555 596 41710 12999 26604 2107 67658 34967 30604 2087 26500 26500 91472 64624 26532 316 43096 24224 7135 11737 18531 14815 2944 772 924 924 90046 83580 1799 4667 61598 49076 12522 OUTREACH 213987 13427 173 200387 BUILDINGS AND GROUNDS 56467 55422 1045 ADMINISTRATION FEES 22052 4431 17612 9 MEALS & ENTERTAINMENT 16171 12490 3505 176 1095 1095 1507598 770869 489673 247056 115346 183999 3240459 3828334 239301 220819 10299 11361 48008 46673 8637835 1702986 6731184 6934849 27989 22184 3949 2955 10416535 11251174 244859 277083 28850 28850 24681 8470 298390 314403 X 4721680 4746464 5396465 6190307 10118145 10936771 10416535 11251174 818626 X false true X true false X 3398606 2841650 2322601 1119088 2239169 11921114 12920 12735 4945 15644 28164 74408 3411526 2854385 2327546 1134732 2267333 11995522 1464138 263418 436093 181160 421870 2766679 1464138 263418 436093 181160 421870 2766679 9228843 2617 1250 323 99535 148498 252223 2617 1250 323 99535 148498 252223 900 900 1800 3415043 2856535 2327869 1234267 2415831 12249545 0.75340 0.75220 0.02000 0.01000 X PART III, LINE 12 MISCELLANEOUS INCOME 1,800 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X false 289530 289530 8152453 1542388 6610065 195852 160598 35254 6934849 X 2326224 2326224 2326224 1507598 1507598 1507598 SCHEDULE D, PAGE 1, 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 STATEMENTS OF ACTIVITIES. PROCEEDS FROM SALES OF COLLECTION ITEMS AND INSURANCE RECOVERIES FOR 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, PAGE 2, 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 D, PAGE 3, PART X THE MUSEUM IS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE WHOSE REVENUE IS DERIVED FROM CONTRIBUTIONS AND OTHER FUNDRAISING ACTIVITIES AND IS EXEMPT FROM FEDERAL OR STATE INCOME TAXES. 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 2021 THROUGH PRESENT ARE SUBJECT TO EXAMINATION BY THE IRS AND APPLICABLE STATES, GENERALLY FOR THREE YEARS AFTER HAVING BEEN FILED. GALA 344068 335318 8750 28597 32032 6950 16671 344068 335318 8750 28597 32032 6950 16671 84250 -75500 true false false false false false false false false LACY SCHUTZ EXECUTIVE DIRECTOR 197593 3901 8186 209680 LISA MALONE JACKSON DEPUTY EXECUTIVE DIR 165241 7407 9484 182132 SCHEDULE J, PAGE 1, PART I, LINE 4 LACY SCHUTZ 90,000 0 0 X 39766 COST OR MARKET VALUE X 2 266221 STOCK MARKET VALUE X SERVICES 2 23035 X SUPPLIES 1 6745 false false true SCHEDULE M, PAGE 1, PART I, LINE 32B 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. 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 COLLECTIONS CARE AND STEWARDSHIP - WITH MORE THAN 18,000 OBJECTS, SHAKER MUSEUM STEWARDS THE MOST COMPREHENSIVE COLLECTION OF SHAKER MATERIAL CULTURE AND ARCHIVES. THE MUSEUM'S EXTENSIVE COLLECTION AND ARCHIVE OF SHAKER MANUSCRIPTS, IMPRINTS, PHOTOGRAPHS, EPHEMERA, AND SECONDARY SHAKER MUSEUM AND LIBRARY RESEARCH MATERIALS ATTRACT VISITORS AND 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 AND THROUGH LOANS TO OTHER INSTITUTIONS. MUSEUM STAFF ALSO RESPOND TO INQUIRIES FROM RESEARCHERS AND THE PUBLIC ABOUT SHAKER HISTORY AND OBJECT PROVENANCE. SHAKER MUSEUM'S COLLECTION IS DISPLAYED ON ITS WEBSITE, SHAKERMUSEUM.US, WITH BOTH INFORMATION AND IMAGES IN AN ONLINE DATABASE THAT IS FREE AND FULLY PUBLICLY ACCESSIBLE. FORM 990, PAGE 2, PART III, LINE 4C HISTORICAL SITE PRESERVATION AND CONSERVATION - SHAKER MUSEUM STEWARDS THE NORTH FAMILY HISTORIC SITE AT MOUNT LEBANON. FOUNDED IN 1787, MOUNT LEBANON WAS THE FIRST OFFICIAL COMMUNITY ORGANIZED BY THE SHAKERS AND WAS THE LEADER IN ADMINISTRATIVE AND SPIRITUAL MATTERS FOR ALL THE SHAKER COMMUNITIES THAT EMERGED THROUGHOUT NEW ENGLAND AND SOUTH AND WEST INTO KENTUCKY, OHIO, AND FLORIDA. ITS COMMUNITY PLANNING, ARCHITECTURE, COMMERCIAL AND INDUSTRIAL ENDEAVORS, AS WELL AS ITS SPIRITUAL PRACTICES, BECAME MODELS FOR THE OTHER SHAKER VILLAGES. AT ITS PEAK IN THE MID-19TH CENTURY, MOUNT LEBANON SPANNED OVER 6,000 ACRES AND AROUND 600 PEOPLE LIVED AND WORKED IN HUNDREDS OF BUILDINGS. WITHIN THIS CENTRAL COMMUNITY THE SHAKERS DEVELOPED THEIR PROGRESSIVE IDEAS ON GENDER EQUALITY, RACIAL EQUALITY, PACIFISM, COMMUNAL PROPERTY, THE VALUE OF LABOR, AND SUSTAINABILITY. THEY ALSO ESTABLISHED THE NOW FAMOUS SHAKER AESTHETIC OF SIMPLICITY, EXPRESSED IN THEIR OBJECTS, FURNITURE, BUILDINGS, AND VILLAGE PLANNING. TODAY VISITORS TO THE NORTH FAMILY ENCOUNTER 10 ORIGINAL SHAKER BUILDINGS ON 91 ACRES. VISITORS ARE WELCOME YEAR-ROUND, WEATHER PERMITTING, TO STROLL THE GROUNDS, HIKE THE NORTH PASTURE TRAIL, OR HAVE A PICNIC IN THE MEADOW. 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 COMMITTEE BEFORE A MEETING WITH THE LEAD AUDITOR FROM THE AUDITING FIRM. THE LEAD AUDITOR AND AUDIT COMMITTEE REVIEW THE AUDITED FINANCIALS AND FORM 990. THE AUDIT COMMITTEE DISSEMINATES COPIES OF THE 990 AND AUDITED FINANCIALS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS 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, ANITEM IS PLACED ON THE BOARD OF DIRCTORS 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 DIRECTORSS AND OFFICERS 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 DIRETORS 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, 2024, THE MUSEUM EMPLOYED AN INTERIM EXECUTIVE DIRECTOR WHO MANAGES THE AFFAIRS AND BUSINESS OF THE MUSEUM, SUBJECT TO GENERAL OVERSIGHT AND CONTROL OF THE CHAIR AND BOARD OF DIRECTORS. 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.