SHAKER MUSEUM AND LIBRARY: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SHAKER MUSEUM AND LIBRARY (EIN 14-1364601)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-29
IRS object ID
201621819349300917
Schema version
2015v2.1
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)
Return2016-06-29T10:12:32-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PATTISON KOSKEY HOWE & BUCCI CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12880 ROUTE 9AddressLine1Txt
CityVALATIECityNm
State AbbreviationNYStateAbbreviationCd
ZIP12184ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141364601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHAKER MUSEUM AND LIBRARYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% GREGORY HICKOKInCareOfNm
Business Name ControlSHAKBusinessNameControlTxt
Phone5187949100PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLACY SCHUTZPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5187949100PhoneNum
Signature2016-06-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW H VANDERBECKPreparerPersonNm
PTINP00874499PTIN
Phone5187586776PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SHAKER MUSEUM MOUNT LEBANONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJEFFREY DALYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line188 SHAKER MUSEUM ROADAddressLine1Txt
CityOLD CHATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12136ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$749,157GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHAKERML.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1950FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE SHAKER MUSEUM/MOUNT LEBANON IS TO ENGAGE AND INSPIRE LOCAL, NATIONAL, AND GLOBAL AUDIENCES BY TELLING THE STORY OF THE AMERICAN SHAKERS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers45TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,038,595PYContributionsGrantsAmt
CY Contributions Grants$676,177CYContributionsGrantsAmt
PY Program Service Revenue$12,181PYProgramServiceRevenueAmt
CY Program Service Revenue$12,194CYProgramServiceRevenueAmt
PY Investment Income$46PYInvestmentIncomeAmt
CY Investment Income-$351CYInvestmentIncomeAmt
PY Other Revenue$47,940PYOtherRevenueAmt
CY Other Revenue$19,456CYOtherRevenueAmt
PY Total Revenue$1,098,762PYTotalRevenueAmt
CY Total Revenue$707,476CYTotalRevenueAmt
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$177,140PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$178,047CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,385CYTotalFundraisingExpenseAmt
PY Other Expenses$271,933PYOtherExpensesAmt
CY Other Expenses$280,126CYOtherExpensesAmt
PY Total Expenses$449,073PYTotalExpensesAmt
CY Total Expenses$458,173CYTotalExpensesAmt
PY Revenues Less Expenses$649,689PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$249,303CYRevenuesLessExpensesAmt
Total Assets BOY$5,382,807TotalAssetsBOYAmt
Total Assets EOY$5,188,431TotalAssetsEOYAmt
Total Liabilities BOY$1,345,619TotalLiabilitiesBOYAmt
Total Liabilities EOY$901,940TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,037,188NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,286,491NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE SHAKER MUSEUM|MOUNT LEBANON IS TO ENGAGE AND INSPIRE LOCAL, NATIONAL, AND GLOBAL AUDIENCES BY TELLING THE STORY OF THE AMERICAN SHAKERS. THE COMMITMENTS OF THE SHAKER MUSEUM|MOUNT LEBANON ARE TO: STEWARD THE SHAKER MATERIAL LEGACY - THE MUSEUM'S ARTIFACTS AND ARCHIVES AND MOUNT LEBANON'S HISTORIC BUILDINGS AND LANDSCAPE - THROUGH COLLECTING, CONSERVING, PRESERVING, PROTECTING, DOCUMENTING, AND RESTORING; CREATE A MUSEUM AT MOUNT LEBANON THAT FOSTERS A COMMUNITY OF INQUIRY, RE-IMAGINES HOW VISITORS INTERACT WITH SHAKER HISTORY, AND UNITES THE WORLD'S MOST COMPREHENSIVE SHAKER COLLECTIONS WITH THE MOST IMPORTANT HISTORIC SHAKER SITE; AND SHARE WITH DIVERSE AUDIENCES THE INDIVIDUAL AND COLLECTIVE STORIES OF THE SHAKERS AND THEIR CONTRIBUTIONS TO SOCIETY - INCLUDING RELIGION, EQUALITY, COMMUNALISM, PACIFISM, DESIGN, CRAFT, AND TECHNOLOGY - THROUGH INNOVATIVE AND COLLABORATIVE PROGRAMS, PUBLIC MEDIA CONTENT, AND EXHIBITIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$25,528ExpenseAmt
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 BUILT IN 1859. IT IS A TESTAMENT TO THE SHAKERS, TO THE FINANCIAL AND TECHNOLOGICAL SOPHISTICATION OF THEIR 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; A NEW YORK STATE OFFICE OF PARKS, RECREATION, AND HISTORIC PRESERVATION; A MAJOR GRANT FROM 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 AND STARTED PLANNING THE RESTORATION OF THE FLOOR OF THE OPEN-AIR STRUCTURE. IN 2015 THE MUSEUM WORKED TOWARD COMPLETION OF WORK TO RESTORE THE BRETHRENS WORKSHOP, WITH FUNDING FROM 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 ITS MOUNT LEBANON SITE. IN 2015 THE MUSEUM WORKED TO COMPLETE THE FUNDING CONTRACT WITH THE OPEN SPACE INSTITUTE AND TO COMPLETE NEGOTIATIONS FOR A CONSERVATION EASEMENT WITH THE STATE OF NEW YORK. IN 2015 THE MUSEUM CONTINUED TO WORK WITH OTHER COMMUNITY ORGANIZATIONS, INCLUDING THE SHAKER SWAMP CONSERVANCY, COLUMBIA LAND CONSERVANCY, OPEN SPACE INSTITUTE, NEW YORK STATE DEC, FEDERAL FOREST SERVICE, AND OTHERS, TO ENSURE THAT HISTORIC SHAKER LANDS IN AND AROUND MOUNT LEBANON ARE PROTECTED FOR THE FUTURE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$217,161ExpenseAmt
DescPROGRAMS AND EXHIBITIONS - WHILE 2015 VISITS TO MOUNT LEBANON BY FOREIGNERS ROSE AN ESTIMATED 250%, TOTAL VISITATION TO THE SITE ROSE ABOUT 38%. THE MUSEUM CONTINUED ITS EXPANDED TOUR SEASON AT MOUNT LEBANON. THE 2015 SEASON RAN FROM MIDJUNE TO MID-OCTOBER, OPEN 4 DAYS A WEEK. THE PROGRAM OFFERED VISITORS TWO PRINCIPAL DAILY TOURS, AS WELL AS A SELF-GUIDED TOUR OPTION OF THE GROUNDS AND A WALK OF THE NEW NORTH PASTURES TRAIL. THE MUSEUM RE-FORMATTED, ENRICHED AND UPGRADED TOUR CONTENT IN 2015. SOME VISITORS WERE ABLE TO EXPLORE THE HISTORY OF THE GREAT STONE BARN AND AN ACCOMPANYING EXHIBIT AND MODEL TO DEMONSTRATE ITS USE. THE MUSEUM RELOCATED THE VISITOR CENTER AND REDESIGNED MUSEUM STORE TO THE MOUNT LEBANON WASH HOUSE. THE 2015 SEASON FEATURED TWO EXHIBITIONS: SIDE BY SIDE, EMPHASIZING SHAKER INFLUENCE ON MODERN DESIGN, AND SMALL WORLD OF SHAKER, WHICH PRESENTED MINIATURE FURNITURE, DOLLS, AND BOOKS. TALKS BY ARTISTS AND OTHERS ENHANCED BOTH EXHIBITIONS. THROUGHOUT THE YEAR THE MUSEUM OFFERED TALKS AND PROGRAMS ON SHAKER HISTORY. THE 2015 YEAR INCLUDED A NEW YORK CITY PRESENTATION ON THE NORTH FAMILY RESIDENCE, AND A NEW YORK CITY PERFORMANCE OF SHAKER SPIRITUAL SONGS. WHILE THE MUSEUM IS IN TRANSITION FROM ITS OLD CHATHAM SITE TO THE HISTORIC SITE AT MOUNT LEBANON, ITS COMPREHENSIVE COLLECTIONS ARE LARGELY IN STORAGE AND NOT ON VIEW FOR THE PUBLIC. THE MUSEUM IDENTIFIED A STRATEGIC INITIATIVE TO WORK WITH OTHER ORGANIZATIONS DURING THIS PERIOD IN PROVIDING OBJECT LOANS AND LOAN EXHIBITIONS TO UTILIZE ITS COLLECTION RESOURCES FOR THE PUBLIC BENEFIT. THE SHAKERS: FROM MOUNT LEBANON TO THE WORLD, " OPENED AT THE FARNSWORTH ART MUSEUM IN ROCKLAND, MAINE, IN 2014. THE MUSEUM WAS THE PRIMARY LENDER TO THIS EXHIBITION, PROVIDING OVER 100 ITEMS FROM ITS COLLECTIONS. THE EXHIBITION WAS SEEN BY AN ESTIMATED AUDIENCE OF 60,000 THROUGH ITS RUN THROUGH MARCH 2015, AND WAS COVERED BY MAJOR NATIONAL PRESS, INCLUDING THE WALL STREET JOURNAL. THE MUSEUM PARTICIPATED IN THE PLANNING AND PROVIDED CONTENT FOR THE ACCOMPANYING 250 PAGE HARD - COVER BOOK PUBLISHED BY SKIRA RIZZOLI, WHICH INCLUDES ESSAYS BY MUSEUM STAFF AND A MUSEUM TRUSTEE. "THE SHAKERS: AMERICA'S QUIET REVOLUTIONARIES", A MAJOR SHAKER EXHIBITION PRESENTED AT THE NEW YORK STATE MUSEUM IN ALBANY, IN 2014 THROUGH MARCH 2016. THE MUSEUM COLLABORATED ON THE CREATION OF THIS EXHIBITION WITH TWO OTHER AREA SHAKER MUSEUMS AND STATE MUSEUM STAFF. A MUSEUM STAFF MEMBER SERVED AS THE SENIOR MEMBER OF THE CURATING TEAM. THIS EXHIBITION INCLUDED OVER 70 ITEMS ON LOAN FROM THE MUSEUM. ATTENDANCE FOR 2015 WAS ESTIMATED TO BE NEARLY 600,000 DURING THE ALBANY EXHIBITION. MUSEUM STAFF WORKED ON A COLLABORATIVE PROJECT TO PRESENT THREE SHAKER ROOMS AT THE 2015 EUROPEAN FINE ART FAIR IN MAASTRICHT, THE NETHERLANDS, ALONG WITH AN ACCOMPANYING BOOK, WITH CONTENT PROVIDED BY MUSEUM STAFF, PUBLISHED BY ASSOULINE PUBLISHING. THIS EXHIBITION WAS DESIGNED TO PRESENT SHAKER HISTORY TO A NEW EUROPEAN AUDIENCE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$42,855ExpenseAmt
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. A DIGITIZATION PROJECT FOR HISTORIC PHOTOGRAPHS CONTINUED, AND THE MUSEUM MADE AVAILABLE ABOUT 2,450 PHOTOGRAPHS TO THE PUBLIC IN EARLY 2015. THE MUSEUMS EXTENSIVE COLLECTION AND ARCHIVE OF SHAKER MANUSCRIPTS, IMPRINTS, PHOTOGRAPHS, EPHEMERA, AND SECONDARY 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 EXHIBITS ORGANIZED BY THE MUSEUM AND OTHER INSTITUTIONS, PUBLISHED ARTICLES THE MUSEUM'S ON-LINE PRESENCE, AND THROUGH LOANS TO OTHER INSTITUTIONS. MUSEUM STAFF ALSO RESPOND TO INQUIRIES FROM RESEARCHERS AND THE PUBLIC ABOUT SHAKER HISTORY AND OBJECT PROVENANCE. ADDITIONALLY, THE MUSEUM LAUNCHED A NEW WEBSITE, WITH AN ENHANCED PRESENTATION OF THE MUSEUM'S COLLECTION HOLDINGS, INCLUDING HIGH RESOLUTION PHOTOGRAPHS AND OBJECT DESCRIPTIONS. THE MUSEUM CONTINUES TO REFINE ITS COLLECTIONS, AND TO ADD TO BOTH ITS ARCHIVAL AND OBJECT HOLDINGS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$285,544TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREGORY HICKOKPersonNm
Phone5187949100PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JEFFREY LICK
TRUSTEE0.50.0Yes (X)$0$0$0
MURRAY DOUGLAS
TRUSTEE0.50.0Yes (X)$0$0$0
GREGORY MOUNTAIN
TRUSTEE0.50.0Yes (X)$0$0$0
STEPHEN STEIN
TRUSTEE0.50.0Yes (X)$0$0$0
STEPHEN WILLIAMS
TRUSTEE0.50.0Yes (X)$0$0$0
WARDEN WILLIAMS
TRUSTEE0.50.0Yes (X)$0$0$0
JEFFREY DALY
CHAIRMAN8.00.0Yes (X)$0$0$0Yes (X)
ADELE WAILAND
TRUSTEE0.50.0Yes (X)$0$0$0
PAUL CASSIDY
TRUSTEE0.50.0Yes (X)$0$0$0
DORALYNN PINES
SECRETARY3.00.0Yes (X)$0$0$0Yes (X)
LAUREE HICKOK
TRUSTEE12.00.0Yes (X)$0$0$0
PETER WATSON
TRUSTEE5.00.0Yes (X)$0$0$0
JEFF BAILEY
VICE CHAIR3.00.0Yes (X)$0$0$0Yes (X)
RAE GILSON
TRUSTEE0.50.0Yes (X)$0$0$0
GREGORY HICKOK
TREASURER12.00.0Yes (X)$0$0$0Yes (X)
ELIZABETH DEROSA
TRUSTEE0.50.0Yes (X)$0$0$0
DAVID STOCKS
PRESIDENT40.00.0$67,017$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$67,017TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

FieldValueIRS element (for citing)
PersonLOUIS ALLEGRONE INCPersonNm

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1273 NEWELL STREETAddressLine1Txt
CityPITTSFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01201ZIPCd
FieldValueIRS element (for citing)
ServicesCONSTRUCTIONServicesDesc
Compensation$130,278CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$10,370MembershipDuesAmt
Fundraising$60,025FundraisingAmt
Government Grants$286,694GovernmentGrantsAmt
All Other Contributions$319,088AllOtherContributionsAmt
Noncash Contributions$23,429NoncashContributionsAmt
Total Contributions$676,177TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM/EDUCATIONDesc
Total Revenue Column$12,194TotalRevenueColumnAmt
Related Or Exempt Func Income$12,194RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$12,194TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column-$351TotalRevenueColumnAmt
Exclusion-$351ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$50,920FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$60,025ContriRptFundraisingEventAmt
Fundraising Direct Expenses$33,010FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,910TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$10,217GrossSalesOfInventoryAmt
Cost Of Goods Sold$8,671CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,546TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$707,476TotalRevenueColumnAmt
Related Or Exempt Func Income$12,194RelatedOrExemptFuncIncomeAmt
Exclusion-$351ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$67,017TotalAmt
Program Services$16,754ProgramServicesAmt
Management And General$46,912ManagementAndGeneralAmt
Fundraising$3,351FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$92,291TotalAmt
Program Services$85,788ProgramServicesAmt
Management And General$6,231ManagementAndGeneralAmt
Fundraising$272FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,373TotalAmt
Program Services$2,047ProgramServicesAmt
Management And General$1,241ManagementAndGeneralAmt
Fundraising$85FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$15,366TotalAmt
Program Services$9,327ProgramServicesAmt
Management And General$5,654ManagementAndGeneralAmt
Fundraising$385FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,331TotalAmt
Program Services$21,576ProgramServicesAmt
Management And General$11,749ManagementAndGeneralAmt
Fundraising$1,006FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,125TotalAmt
Program Services$6,013ProgramServicesAmt
Management And General$4,783ManagementAndGeneralAmt
Fundraising$329FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$9,631TotalAmt
Program Services$4,600ProgramServicesAmt
Management And General$3,642ManagementAndGeneralAmt
Fundraising$1,389FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,374TotalAmt
Program Services$14,941ProgramServicesAmt
Management And General$9,767ManagementAndGeneralAmt
Fundraising$666FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,053TotalAmt
Program Services$4,004ProgramServicesAmt
Management And General$705ManagementAndGeneralAmt
Fundraising$344FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$34,470TotalAmt
Program Services$21,839ProgramServicesAmt
Management And General$12,631ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$78,897TotalAmt
Program Services$41,815ProgramServicesAmt
Management And General$37,082ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$45,319TotalAmt
Program Services$24,019ProgramServicesAmt
Management And General$19,940ManagementAndGeneralAmt
Fundraising$1,360FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM EXPENSES$26,957$26,919$36$2
MOUNT LEBANON EXPENSE$20$20
OUTREACH$6,789$4,737$1,921$131
DEVELOPMENT$1,105$586$486$33

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,055TotalAmt
Program Services$559ProgramServicesAmt
Management And General$464ManagementAndGeneralAmt
Fundraising$32FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$458,173TotalAmt
Program Services$285,544ProgramServicesAmt
Management And General$163,244ManagementAndGeneralAmt
Fundraising$9,385FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$36,769BOYAmt
EOY$97,433EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$108,918BOYAmt
EOY$63,701EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$652,602BOYAmt
EOY$359,378EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,095BOYAmt
EOY$6,770EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,521BOYAmt
EOY$10,395EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,135BOYAmt
EOY$4,135EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,602,162LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$976,918LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,548,577BOYAmt
EOY$4,625,244EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$5,072BOYAmt
EOY$9,472EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,118BOYAmt
EOY$11,903EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,382,807BOYAmt
EOY$5,188,431EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$46,715BOYAmt
EOY$19,043EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$39,374EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,298,904BOYAmt
EOY$843,523EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,345,619BOYAmt
EOY$901,940EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,097,322BOYAmt
EOY$2,121,000EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,939,866BOYAmt
EOY$2,165,491EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,037,188BOYAmt
EOY$4,286,491EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,382,807BOYAmt
EOY$5,188,431EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$249,303ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$420,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$412,678CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,248,868CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,071,145CurrentTaxYearMinus1YearAmt
Current Tax Year$709,597CurrentTaxYearAmt
Total$3,862,702TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,079CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$27,571CurrentTaxYearMinus1YearAmt
Current Tax Year$22,411CurrentTaxYearAmt
Total$82,554TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$439,493CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$417,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,257,381CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,098,716CurrentTaxYearMinus1YearAmt
Current Tax Year$732,008CurrentTaxYearAmt
Total$3,945,256TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$64,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$195,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,904CurrentTaxYearMinus1YearAmt
Current Tax Year$174,209CurrentTaxYearAmt
Total$661,423TotalAmt

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$64,572CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$118,658CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$195,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,904CurrentTaxYearMinus1YearAmt
Current Tax Year$174,209CurrentTaxYearAmt
Total$661,423TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$3,283,833PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46CurrentTaxYearMinus1YearAmt
Current Tax Year-$351CurrentTaxYearAmt
Total$215TotalAmt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$421CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$40CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$46CurrentTaxYearMinus1YearAmt
Current Tax Year-$351CurrentTaxYearAmt
Total$215TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$439,914CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$417,698CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,257,440CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,098,762CurrentTaxYearMinus1YearAmt
Current Tax Year$731,657CurrentTaxYearAmt
Total$3,945,471TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.83230PublicSupportCY509Pct
Public Support PY5090.84340PublicSupportPY509Pct
Investment Income CY0.00005InvestmentIncomeCYPct
Investment Income PY0.00137InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp
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 SaleYes (true)SolicitedAssetsSaleInd
CY Minus3 Yr Endwmt FundCYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt FundCYMinus4YrEndwmtFundGrp

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$241,830OtherCostOrOtherBasisAmt
Book Value$241,830BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,219,624OtherCostOrOtherBasisAmt
Depreciation$865,124DepreciationAmt
Book Value$4,354,500BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,708OtherCostOrOtherBasisAmt
Depreciation$111,794DepreciationAmt
Book Value$28,914BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$4,625,244TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$714,043TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$6,567DonatedServicesAndUseFcltsAmt
Revenue Not Reported$6,567RevenueNotReportedAmt
Revenue Subtotal$707,476RevenueSubtotalAmt
Total Revenue Per Form990$707,476TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$464,740TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$6,567DonatedServicesUseFcltsAmt
Expenses Not Reported$6,567ExpensesNotReportedAmt
Expenses Subtotal$458,173ExpensesSubtotalAmt
Total Expenses Per Form990$458,173TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D PART III 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, TEMPORARILY RESTRICTED FOR THE ACQUISITION, PRESERVATION, PROTECTION, OR CARE OF COLLECTIONS.
SCHEDULE D PART III 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 G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$110,945GrossReceiptsEvent1Amt
Charitable Contri Event1$70,025CharitableContriEvent1Amt
Gross Revenue Event1$40,920GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,500RentFacilityCostsEvent1Amt
Food And Beverage Event1$9,682FoodAndBeverageEvent1Amt
Entertainment Event1$900EntertainmentEvent1Amt
Other Direct Expenses Event1$18,928OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$110,945GrossReceiptsTotalAmt
Charitable Contributions Tot$70,025CharitableContributionsTotAmt
Gross Revenue Total Events$40,920GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$9,682FoodAndBeverageTotalEventsAmt
Entertainment Total Events$900EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$18,928OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$33,010DirectExpenseSummaryEventsAmt
Net Income Summary$7,910NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArtGrp
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$5,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,929NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$12,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceVALUE OF HISTORICAL TREASURESFormAndLineReferenceDesc
ExplanationTHE MUSEUMS 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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART VI, SECTION B, QUESTION 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.
PART VI, SECTION B, QUESTION 15AEXECUTIVE COMPENSATION - PURSUANT TO THE MUSEUMS 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, 2015, THE MUSEUM EMPLOYED A PRESIDENT WHO MANAGED THE AFFAIRS AND BUSINESS OF THE MUSEUM, SUBJECT TO GENERAL OVERSIGHT AND CONTROL OF THE CHAIR AND BOARD OF TRUSTEES. THE PRESIDENT SERVES AS A NON-VOTING MEMBER OF THE BOARD, AND OF ALL COMMITTEES OF THE BOARD. TO DETERMINE THE PRESIDENT'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.
PART VI, SECTION B, QUESTION 11BREVIEW PROCESS OF 990 BY GOVERNING BODY - THE PRESIDENT 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.
PART VI, SECTION C, QUESTION 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.
PART VI, SECTION A, QUESTION 2RELATED TRUSTEES - STEPHEN WILLIAMS AND WARDEN WILLIAMS ARE BROTHERS AND ARE THE SONS OF THE FOUNDER. BOTH SERVE AS MEMBERS OF THE BOARD OF TRUSTEES. GREGORY HICKOK, THE TREASURER, AND HIS SPOUSE LAUREE HICKOK BOTH SERVE AS MEMBERS OF THE BOARD.

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