SHAKER MUSEUM AND LIBRARY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHAKER MUSEUM AND LIBRARY (EIN 14-1364601)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-26
- IRS object ID
- 201541779349300019
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-26T11:35:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTISON KOSKEY HOWE & BUCCI CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 ROUTE 9 SUITE 2 | AddressLine1Txt |
| City | VALATIE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 141364601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKER MUSEUM AND LIBRARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID STOCKS | InCareOfNm |
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 5187949100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 SHAKER MUSEUM ROAD | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | OLD CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID STOCKS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5187949100 | PhoneNum |
| Signature | 2015-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW H VANDERBECK | PreparerPersonNm |
| PTIN | P00874499 | PTIN |
| Phone | 5187949100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID STOCKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 SHAKER MUSEUM ROAD | AddressLine1Txt |
| City | OLD CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,134,237 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHAKERMUSEUMANDLIBRARY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,220,104 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,038,595 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,326 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,181 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59 | PYInvestmentIncomeAmt |
| CY Investment Income | $46 | CYInvestmentIncomeAmt |
| PY Other Revenue | $27,951 | PYOtherRevenueAmt |
| CY Other Revenue | $47,940 | CYOtherRevenueAmt |
| PY Total Revenue | $1,257,440 | PYTotalRevenueAmt |
| CY Total Revenue | $1,098,762 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $233,302 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $177,140 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,674 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $285,598 | PYOtherExpensesAmt |
| CY Other Expenses | $271,933 | CYOtherExpensesAmt |
| PY Total Expenses | $518,900 | PYTotalExpensesAmt |
| CY Total Expenses | $449,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $738,540 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $649,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,447,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,382,807 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,075,171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,345,619 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,372,774 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,037,188 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $44,762 | ExpenseAmt |
| Desc | PRESERVATION AND CONSERVATION In 2014, the Museum completed a 2-year project (2013-2014; total project budget approx. $2 million) to stabilize the Great Stone Barn at Mount Lebanon. The barn, which was gutted by fire in 1972, was the largest stone barn in America when built in 1859, and a testament to the Shakers, 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 many years, and included federal grants from the Depts. of Interior, HUD, and Transportation; a NY 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 December, 2014, a new grant of $500,000 was awarded to the Museum from the NY State Office of Parks, Recreation, and Historic Preservation to continue preservation of this building, which will fund the restoration of the floor of the open-air structure. In 2014, the Museum completed the purchase of a 61-acre parcel of historic Shaker lands adjacent to its Mount Lebanon site and continued to work with other community organizations, including the Shaker Swamp Conservancy, Columbia Land Conservancy, Open Space Institute, NY 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $87,601 | ExpenseAmt |
| Desc | EDUCATION PROGRAMS The Museum expanded its tour season at Mount Lebanon in 2014 to 18 weeks, open 4 days a week. Three daily tours were offered to visitors, as well as a self-guided tour option of the grounds and a walk of the new North Pastures trail. Two exhibitions were mounted. "Utopian Benches" displayed the work of sculptor Francis Cape. Cape recreated meetinghouse benches from utopian communal societies across the United States, and presented them together, encouraging visitors to sit and to discuss communalism. Each visitor was given a gallery guide created by the artist, "We All Sit Together." The second exhibition was of the video work "Rock My Religion," by Dan Graham. This nearly hour-long work traces a line between Shaker founder Ann Lee and the development of rock and roll music. Both exhibitions were enhanced by gallery talks by the artists and others. The Museum offered throughout the year talks and programs on Shaker history. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $121,449 | ExpenseAmt |
| Desc | COLLABORATIVE EXHIBITIONS & COLLECTIONS 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 has 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. In June 2014, "The Shakers: From Mount Lebanon to the World," opened at the Farnsworth Art Museum in Rockland, Maine. The Museum was the primary lender to this exhibition, providing over 100 items from its collections. The exhibition will be seen by an estimated audience of 60,000 through its run until March 2015, and was covered by major national press, including the Wall Street Journal. The museum also participated in the planning and provided content for the accompanying 250 page hard-cover published by Skira Rizzoli, which includes essays by museum staff and a museum trustee. In November 2014, "The Shakers: America's Quiet Revolutionaries," a major Shaker exhibition, opened at the New York State Museum in Albany. The Museum collaborated on the creation of this exhibition with two other area Shaker museums and State Museum staff, and a Shaker Museum staff member served as the senior member of the curating team. Over 70 items from the Museum were loaned for this exhibition, which will be on view until March 2016. Attendance is estimated to be nearly 1 million during the exhibition. Museum staff worked on a collaborative project to present a Shaker booth at the 2015 European Fine Art Fair in Maastricht, the Netherlands, along with an accompanying book, with content provided by museum staff, to be released by Assouline Publishing. This exhibition is designed to present Shaker history to a new European audience. The Museum continues to work in making its collections and information available through electronic media. A digitization project for historic photographs continued, with some 2450 photographs to be made available to the public in early 2015. Additionally, the Museum moved towards the launch of 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $253,812 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID STOCKS | PersonNm |
| Phone | 5187949100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 SHAKER MUSEUM ROAD | AddressLine1Txt |
| City | OLD CHATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12136 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JEFFREY LICK | |||||||
| SECRETARY | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MURRAY DOUGLAS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GREGORY MOUNTAIN | |||||||
| VICE-CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN STEIN | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN WILLIAMS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WARDEN WILLIAMS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY DALY | |||||||
| CHAIRMAN | 8.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADELE WAILAND | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID STOCKS | |||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | Yes (X) | $55,743 | $0 | $0 |
| PAUL CASSIDY | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DORALYNN PINES | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LAUREE HICKOK | |||||||
| TRUSTEE | 12.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| PETER WATSON | |||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEFF BAILEY | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RAE GILSON | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | ||||
| ROBERT WILLIAMS | |||||||
| TRUSTEE | 0.5 | 0.0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $55,743 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS ALLEGRONE INC | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 273 NEWELL STREET | AddressLine1Txt |
| City | PITTSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION | ServicesDesc |
| Compensation | $659,467 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $10,268 | MembershipDuesAmt |
| Fundraising | $17,520 | FundraisingAmt |
| Government Grants | $743,416 | GovernmentGrantsAmt |
| All Other Contributions | $267,391 | AllOtherContributionsAmt |
| Total Contributions | $1,038,595 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM/EDUCATION | Desc |
| Total Revenue Column | $12,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,181 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,181 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46 | TotalRevenueColumnAmt |
| Exclusion | $46 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $68,025 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,520 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $26,391 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,634 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $15,390 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $9,084 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,306 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,098,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,181 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $46 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,743 | TotalAmt |
| Program Services | $13,935 | ProgramServicesAmt |
| Management And General | $39,020 | ManagementAndGeneralAmt |
| Fundraising | $2,788 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,467 | TotalAmt |
| Program Services | $82,472 | ProgramServicesAmt |
| Management And General | $11,329 | ManagementAndGeneralAmt |
| Fundraising | $2,666 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,585 | TotalAmt |
| Program Services | $2,247 | ProgramServicesAmt |
| Management And General | $2,109 | ManagementAndGeneralAmt |
| Fundraising | $229 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,345 | TotalAmt |
| Program Services | $12,212 | ProgramServicesAmt |
| Management And General | $7,337 | ManagementAndGeneralAmt |
| Fundraising | $796 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,866 | TotalAmt |
| Program Services | $14,418 | ProgramServicesAmt |
| Management And General | $19,490 | ManagementAndGeneralAmt |
| Fundraising | $958 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,864 | TotalAmt |
| Program Services | $2,234 | ProgramServicesAmt |
| Management And General | $5,136 | ManagementAndGeneralAmt |
| Fundraising | $494 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,150 | TotalAmt |
| Program Services | $4,625 | ProgramServicesAmt |
| Management And General | $4,622 | ManagementAndGeneralAmt |
| Fundraising | $903 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,044 | TotalAmt |
| Program Services | $15,162 | ProgramServicesAmt |
| Management And General | $11,648 | ManagementAndGeneralAmt |
| Fundraising | $1,234 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,339 | TotalAmt |
| Program Services | $1,590 | ProgramServicesAmt |
| Management And General | $2,577 | ManagementAndGeneralAmt |
| Fundraising | $172 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,102 | TotalAmt |
| Program Services | $28,804 | ProgramServicesAmt |
| Management And General | $11,298 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,253 | TotalAmt |
| Program Services | $37,854 | ProgramServicesAmt |
| Management And General | $39,399 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,988 | TotalAmt |
| Program Services | $23,024 | ProgramServicesAmt |
| Management And General | $21,615 | ManagementAndGeneralAmt |
| Fundraising | $2,349 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $11,966 | $11,933 | $33 | |
| MOUNT LEBANON EXPENSE | $15 | $15 | ||
| OUTREACH | $4,666 | $2,946 | $1,720 | |
| DEVELOPMENT | $3,483 | $3,433 | $50 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197 | TotalAmt |
| Program Services | $341 | ProgramServicesAmt |
| Management And General | $1,821 | ManagementAndGeneralAmt |
| Fundraising | $35 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,073 | TotalAmt |
| Program Services | $253,812 | ProgramServicesAmt |
| Management And General | $182,587 | ManagementAndGeneralAmt |
| Fundraising | $12,674 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,792 | BOYAmt |
| EOY | $36,769 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,206 | BOYAmt |
| EOY | $108,918 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $566,874 | BOYAmt |
| EOY | $652,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,225 | BOYAmt |
| EOY | $5,095 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,425 | BOYAmt |
| EOY | $9,521 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210 | BOYAmt |
| EOY | $4,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,448,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $900,086 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,650,712 | BOYAmt |
| EOY | $4,548,577 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,439 | BOYAmt |
| EOY | $5,072 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,062 | BOYAmt |
| EOY | $12,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,447,945 | BOYAmt |
| EOY | $5,382,807 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,718 | BOYAmt |
| EOY | $46,715 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911,453 | BOYAmt |
| EOY | $1,298,904 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,171 | BOYAmt |
| EOY | $1,345,619 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,158,308 | BOYAmt |
| EOY | $2,097,322 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,214,466 | BOYAmt |
| EOY | $1,939,866 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,372,774 | BOYAmt |
| EOY | $4,037,188 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,447,945 | BOYAmt |
| EOY | $5,382,807 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $649,689 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | $14,725 | DonatedServicesAndUseFcltsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $293,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $420,414 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $412,678 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,248,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,071,145 | CurrentTaxYearAmt |
| Total | $3,446,860 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,980 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,571 | CurrentTaxYearAmt |
| Total | $94,331 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $327,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,493 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $417,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,257,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,098,716 | CurrentTaxYearAmt |
| Total | $3,541,191 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,904 | CurrentTaxYearAmt |
| Total | $550,452 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,238 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,572 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $118,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,904 | CurrentTaxYearAmt |
| Total | $550,452 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,990,739 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46 | CurrentTaxYearAmt |
| Total | $4,846 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46 | CurrentTaxYearAmt |
| Total | $4,846 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $332,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $439,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $417,698 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,257,440 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,098,762 | CurrentTaxYearAmt |
| Total | $3,546,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.84340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81163 | PublicSupportPY509Pct |
| Investment Income CY | 0.00137 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00199 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | Yes (true) | SolicitedAssetsSaleInd |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,830 | OtherCostOrOtherBasisAmt |
| Book Value | $241,830 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,067,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $794,505 | DepreciationAmt |
| Book Value | $4,272,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $139,419 | OtherCostOrOtherBasisAmt |
| Depreciation | $105,581 | DepreciationAmt |
| Book Value | $33,838 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $4,548,577 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,119,561 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $20,799 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $20,799 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,098,762 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,098,762 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $455,147 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,074 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $6,074 | ExpensesNotReportedAmt |
| Expenses Subtotal | $449,073 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $449,073 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D PART III 1A | THE MUSEUM DOES NOT CAPITALIZE ITS COLLECTIONS. COSTS OF COLLECTION ITEMS PURCHASED ARE SHOWN AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. PROCEEDS FROM SALES OF COLLECTION ITEMS AND INSURANCE RECOVERIES OF LOST OR DESTROYED COLLECTION ITEMS ARE PRESENTED AS INCREASES IN NET ASSETS. THE MUSEUM MAINTAINS SUCH PROCEEDS IN A SEPARATE FUND, TEMPORARILY RESTRICTED FOR THE ACQUISITION, PRESERVATION, PROTECTION, OR CARE OF COLLECTIONS. |
| SCHEDULE D PART III 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 the Museum's annual Journal, and through loans to other institutions. |
| SCHEDULE D, PART X | THE ORGANIZATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES FOR YEARS PRIOR TO FISCAL YEAR ENDED DECEMBER 31, 2011. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $85,545 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,520 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $68,025 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,288 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,420 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,683 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $85,545 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,520 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $68,025 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,288 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,420 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,683 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $26,391 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $41,634 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | VALUE OF HISTORICAL TREASURES | FormAndLineReferenceDesc |
| Explanation | CONSISTENT WITH THE ORGANIZATION'S COLLECTIONS MANAGEMENT POLICY, NO VALUE IS RECORDED FOR DONATIONS OF HISTORICAL TREASURES THAT ARE 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION B, QUESTION 12C | CONFLICT OF INTEREST MONITORING As part of the adopted Conflict of Interest Policy and Procedures, a comprehensive disclosure form has been developed. All trustees, officers, and employees are required to file a renewal each year. The form is signed and kept on file at the Shaker Museum and Library's offices. |
| PART VI, SECTION B, QUESTION 15A | EXECUTIVE COMPENSATION PURSUANT TO THE ORGANIZATION'S BYLAWS, MEMBERS OF THE BOARD OF TRUSTEES SHALL RECEIVE NO COMPENSATION FOR THEIR SERVICES, ALTHOUGH THEY MAY BE REIMBURSED FOR OUT-OF-POCKET EXPENSES REASONABLY INCURRED BY THEM IN THE PERFORMANCE OF THEIR DUTIES. THESE REIMBURSEMENTS ARE SUBJECT TO THE EXPENSE REIMBURSEMENT POLICY OF THE ORGANIZATION. AT PRESENT, THE SHAKER MUSEUM AND LIBRARY DOES EMPLOY A PRESIDENT WHO MANAGES THE AFFAIRS AND BUSINESS OF THE MUSEUM, SUBJECT TO GENERAL OVERSIGHT AND CONTROL OF THE CHAIR AND BOARD OF TRUSTEES. HE SERVES AS A NON-VOTING MEMBER OF THE BOARD AND ALL OF THE 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 OUR AREA ARE CHECKED THROUGH THE MUSEUM ASSOCIATION OF NEW YORK, AND/OR THROUGH KNOWN 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 11B | REVIEW PROCESS OF 990 GOVERNING BODY The President of the organization or his designee will distribute a copy of the completed Form 990 to the Audit and Finance Committee prior to a scheduled meeting with the lead auditor from the auditing firm. A review of the audited financials and Form 990 is conducted between the lead Auditor and Audit and Finance Committee. The Audit and Finance Committee will disseminate copies of the 990 and Audited Financials to the Board of Trustees. The Board of Trustees are given a deadline to inquire about any information in the form, which will allow 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 will allow for follow-up discussion. |
| PART VI, SECTION C, QUESTION 19 | PUBLIC AVAILABILITY OF DOCUMENTS THE ORGANIZATION WILL PROVIDE COPIES OF ANY GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ANY INTERESTED PARTY AFTER RECEIVING EITHER A WRITTEN OR VERBAL REQUEST. |
| PART VI, SECTION A, QUESTION 2 | RELATED TRUSTEES STEPHEN WILLIAMS AND WARDEN WILLIAMS ARE BROTHERS AND ARE ALSO THE SON OF THE FOUNDER. BOTH SERVE AS MEMBERS OF THE BOARD OF TRUSTEES. |
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