2015-06-26T11:35:16-05:00 2014-12-31 PATTISON KOSKEY HOWE & BUCCI CPA PC 2880 ROUTE 9 SUITE 2 VALATIE NY 12184 990 2014-01-01 141364601 SHAKER MUSEUM AND LIBRARY % DAVID STOCKS SHAK 5187949100 88 SHAKER MUSEUM ROAD Suite OLD CHATHAM NY 12136 DAVID STOCKS EXECUTIVE DIRECTOR 5187949100 2015-06-26 true MATTHEW H VANDERBECK P00874499 5187949100 2014 2016-04-25 22:37:26Z DAVID STOCKS 88 SHAKER MUSEUM ROAD OLD CHATHAM NY 12136 1134237 false X WWW.SHAKERMUSEUMANDLIBRARY.ORG X 1950 NY 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. 15 15 9 45 0 1220104 1038595 9326 12181 59 46 27951 47940 1257440 1098762 0 0 0 0 233302 177140 0 0 12674 285598 271933 518900 449073 738540 649689 4447945 5382807 1075171 1345619 3372774 4037188 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. false false 44762 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. 87601 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. 121449 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. 253812 true true false false false false false true false false true false false false false true true false false false false false false false true false false false false false false false false false false false false false false true false false false false false false false true 14 0 true 9 true false false false false false true true false false false false false X 15 15 true false false false false false false true true false false true true true true true true true false false NY X DAVID STOCKS 5187949100 88 SHAKER MUSEUM ROAD OLD CHATHAM NY 12136 JEFFREY LICK SECRETARY 3.0 0.0 X X 0 0 0 MURRAY DOUGLAS TRUSTEE 0.5 0.0 X 0 0 0 GREGORY MOUNTAIN VICE-CHAIR 3.0 0.0 X X 0 0 0 STEPHEN STEIN TRUSTEE 0.5 0.0 X 0 0 0 STEPHEN WILLIAMS TRUSTEE 0.5 0.0 X 0 0 0 WARDEN WILLIAMS TRUSTEE 0.5 0.0 X 0 0 0 JEFFREY DALY CHAIRMAN 8.0 0.0 X X 0 0 0 ADELE WAILAND TRUSTEE 0.5 0.0 X 0 0 0 DAVID STOCKS PRESIDENT 40.0 0.0 X X 55743 0 0 PAUL CASSIDY TRUSTEE 0.5 0.0 X 0 0 0 DORALYNN PINES TRUSTEE 0.5 0.0 X 0 0 0 LAUREE HICKOK TRUSTEE 12.0 0.0 X 0 0 0 PETER WATSON TRUSTEE 5.0 0.0 X 0 0 0 JEFF BAILEY TRUSTEE 0.5 0.0 X 0 0 0 RAE GILSON TRUSTEE 0.5 0.0 X ROBERT WILLIAMS TRUSTEE 0.5 0.0 X 55743 0 0 0 false false false LOUIS ALLEGRONE INC 273 NEWELL STREET PITTSFIELD MA 01201 CONSTRUCTION 659467 1 10268 17520 743416 267391 1038595 PROGRAM/EDUCATION 12181 12181 12181 46 46 0 0 0 0 0 0 68025 17520 26391 41634 0 15390 9084 6306 0 1098762 12181 46 0 0 0 0 55743 13935 39020 2788 0 96467 82472 11329 2666 0 4585 2247 2109 229 20345 12212 7337 796 0 0 34866 14418 19490 958 0 0 0 7864 2234 5136 494 0 10150 4625 4622 903 0 0 28044 15162 11648 1234 4339 1590 2577 172 0 0 40102 28804 11298 0 77253 37854 39399 46988 23024 21615 2349 PROGRAM EXPENSES 11966 11933 33 MOUNT LEBANON EXPENSE 15 15 OUTREACH 4666 2946 1720 DEVELOPMENT 3483 3433 50 2197 341 1821 35 449073 253812 182587 12674 25792 36769 139206 108918 566874 652602 19225 5095 0 0 0 0 0 0 7425 9521 210 4135 5448663 900086 3650712 4548577 0 0 0 0 0 0 5439 5072 33062 12118 4447945 5382807 43718 46715 0 0 120000 0 0 0 0 0 0 0 911453 1298904 0 0 0 0 1075171 1345619 X 2158308 2097322 1214466 1939866 0 0 3372774 4037188 4447945 5382807 649689 14725 X false true X true true true X 293755 420414 412678 1248868 1071145 3446860 34188 19079 4980 8513 27571 94331 0 0 0 327943 439493 417658 1257381 1098716 3541191 63238 64572 118658 195080 108904 550452 0 63238 64572 118658 195080 108904 550452 2990739 4280 421 40 59 46 4846 0 4280 421 40 59 46 4846 0 0 332223 439914 417698 1257440 1098762 3546037 0.84340 0.81163 0.00137 0.00199 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X true 241830 241830 5067414 794505 4272909 139419 105581 33838 4548577 0 0 X 1119561 20799 20799 1098762 1098762 455147 6074 6074 449073 449073 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. GALA 85545 17520 68025 9288 11420 5683 0 85545 17520 68025 9288 11420 5683 26391 41634 X 0 X 1 0 false false false VALUE OF HISTORICAL TREASURES 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. 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.