SHAKER MUSEUM AND LIBRARY: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SHAKER MUSEUM AND LIBRARY (EIN 14-1364601)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-17
IRS object ID
201332909349300628
Schema version
2012v2.1
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)
Timestamp2013-10-17T13:24:49-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PATTISON KOSKEY HOWE & BUCCI CPA PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12880 ROUTE 9AddressLine1
CityVALATIECity
StateNYState
ZIP Code12184ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN141364601EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SHAKER MUSEUM AND LIBRARYBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% DAVID STOCKSInCareOfName
Name ControlSHAKNameControl
Phone5187949100Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line188 SHAKER MUSEUM ROADAddressLine1
Address Line2SuiteAddressLine2
CityOLD CHATHAMCity
StateNYState
ZIP Code12136ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID STOCKSName
TitlePRESIDENTTitle
Phone5187949100Phone
Date Signed2013-10-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMATTHEW H VANDERBECKName
Phone5187586776Phone
Date Prepared2013-09-26DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID STOCKSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line188 SHAKER MUSEUM ROADAddressLine1
CityOLD CHATHAMCity
StateNYState
ZIP Code12136ZIPCode
FieldValueIRS element (for citing)
Gross Receipts449530GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SHAKERMUSEUMANDLIBRARY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1950YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTHE 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.ActivityOrMissionDescription
Nbr Voting Members Governing Body17NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees8TotalNbrEmployees
Total Nbr Volunteers75TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year420414ContributionsGrantsPriorYear
Contributions Grants Current Year372860ContributionsGrantsCurrentYear
Program Service Revenue Prior Year3986ProgramServiceRevenuePriorYear
Program Service Revenue CY1230ProgramServiceRevenueCY
Investment Income Prior Year348293InvestmentIncomePriorYear
Investment Income Current Year-1331InvestmentIncomeCurrentYear
Other Revenue Prior Year15093OtherRevenuePriorYear
Other Revenue Current Year43568OtherRevenueCurrentYear
Total Revenue Prior Year787786TotalRevenuePriorYear
Total Revenue Current Year416327TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year238009SalariesEtcPriorYear
Salaries Etc Current Year214595SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year14647TotalFundrsngExpCurrentYear
Other Expense Prior Year254268OtherExpensePriorYear
Other Expenses Current Year255519OtherExpensesCurrentYear
Total Expenses Prior Year492277TotalExpensesPriorYear
Total Expenses Current Year470114TotalExpensesCurrentYear
Revenues Less Expenses Prior Year295509RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-53787RevenuesLessExpensesCY
Total Assets BOY3112321TotalAssetsBOY
Total Assets EOY3016973TotalAssetsEOY
Total Liabilities BOY429303TotalLiabilitiesBOY
Total Liabilities EOY388299TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2683018NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2628674NetAssetsOrFundBalancesEOY
Mission DescriptionThe 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.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense220506Expense
DescriptionIn 2012, the Museum offered an array of education programs open to the public at its National Historic Landmark site, the North Family at Mount Lebanon Shaker Village. The Museum continued preparations for the strategic relocation of the organization to Mount Lebanon by focusing on the historic preservation of the site, expanded programming highlighting Mount Lebanon's place in Shaker and American history, and planning for the funding and construction of a collections and education center at the site. From July through September, the Museum opened the site to the public for free three days a week to see the "before" picture of a historic site in the midst of preservation. The Museum continued its custom of training interns by hiring two interns in public history to learn, craft, and deliver tours of the site. Special tours, lectures, demonstrations, and programs were also offered throughout the year. Preservation efforts at the site continued. Final plans for the stabilization of the Great Stone Barn, with over $1.9 million in secured funding, was approved for bid, award, and construction in 2013. The second phase of the $400,000 Brethren's Workshop preservation, incorporating the efforts of preservation carpentry interns, was moved forward to 2013 from 2012. The Museum applied for, and was awarded, a $150,000 grant from the State of New York to acquire 61 acres of historic lands adjacent to the historic site, which will triple the museum's land holdings and improve access, interpretation, and visibility of the historic site. The Museum continued its efforts to care for, refine, and interpret its collections. A significant new effort was the launch of its annual Journal (published in January 2013), which was awarded the American Alliance of Museum's First Prize in its annual Museum Publications Design competition. The publication Material Manifestations was also completed in 2012, documenting a two-year collaboration with the School of Architecture at Rensselaer Polytechnic Institute. Over 100 architecture students spend a semester using the museum's collections, archives, and staff knowledge to help produce new forms of architecture.Description
Total Program Service Expense220506TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109615NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees8NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members17NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

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Name PersonDAVID STOCKSNamePerson
Telephone Number5187949100TelephoneNumber

Address US AddressUS

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Address Line188 SHAKER MUSEUM ROADAddressLine1
CityOLD CHATHAMCity
StateNYState
ZIP Code12136ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelated
JEFFREY LICK
SECRETARY3.0XX000
MURRAY DOUGLAS
TRUSTEE0.5X000
GREGORY MOUNTAIN
VICE CHAIR1.0XX000
STEPHEN STEIN
TRUSTEE0.5X000
STEPHEN WILLIAMS
TRUSTEE0.5X000
WARDEN WILLIAMS
TRUSTEEX0000.5
JEFFREY DALY
CHAIRMAN8.0XX000
ROBERT WILLIAMS
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JOHN MCENRUE
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ADELE WAILAND
TRUSTEE0.5X000
PAUL CASSIDY
TRUSTEE0.5X000
DORALYNN PINES
TRUSTEE0.5X000
DOUGLAS PAUL
TREASURER3.0XX000
LAUREE HICKOK
TRUSTEE1.0X000
PETER WATSON
TRUSTEE0.5X000
JEFF BAILEY
TRUSTEE0.5X000
DENISE CLAYTON
TRUSTEE0.5X000
DAVID STOCKS
PRESIDENT40.0X7690400
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Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues10655MembershipDues
Fundraising Events21825FundraisingEvents
Government Grants28076GovernmentGrants
All Other Contributions312304AllOtherContributions
Noncash Contributions59660NoncashContributions
Total Contributions372860TotalContributions

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Management And General12940ManagementAndGeneral
Fundraising542Fundraising

Information Technology InformationTechnology

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Total0Total

Royalties Royalties

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Occupancy Occupancy

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Program Services15242ProgramServices
Management And General12722ManagementAndGeneral
Fundraising1358Fundraising

Travel Travel

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Management And General5098ManagementAndGeneral
Fundraising145Fundraising

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Conferences Meetings ConferencesMeetings

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Interest Interest

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Payments To Affiliates PaymentsToAffiliates

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Total0Total

Depreciation Depletion DepreciationDepletion

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Management And General34250ManagementAndGeneral

Insurance Insurance

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Total39145Total
Program Services19573ProgramServices
Management And General17615ManagementAndGeneral
Fundraising1957Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
PROGRAM EXPENSES1331913184135
MOUNT LEBANON EXPENSE582582
OUTREACH109364071050722
DEVELOPMENT1222236411858

All Other Expenses AllOtherExpenses

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Management And General3715ManagementAndGeneral
Fundraising1Fundraising

Total Functional Expenses TotalFunctionalExpenses

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Management And General234961ManagementAndGeneral
Fundraising14647Fundraising

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EOY50902EOY

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EOY45455EOY

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BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

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BOY12840BOY
EOY12434EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

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BOY10411BOY
EOY16481EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis3480609LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec761913LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2744980BOY
EOY2718696EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

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BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

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BOY0BOY
EOY0EOY

Investments Program Related InvestmentsProgramRelated

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BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

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BOY14950BOY
EOY14006EOY

Other Assets Total OtherAssetsTotal

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BOY0BOY
EOY10000EOY

Total Assets TotalAssets

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EOY33953EOY

Grants Payable GrantsPayable

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EOY388299EOY
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EOY2104666EOY

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EOY524008EOY

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Total Net Assets Fund Balances TotalNetAssetsFundBalances

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BOY2683018BOY
EOY2628674EOY

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EOY3016973EOY
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Reconcilation Prior Adjustment0ReconcilationPriorAdjustment
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

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Financial Statement SeparateXFinancialStatementSeparate
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Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

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Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
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Current Tax Year Minus3 Years406148CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years293755CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year420414CurrentTaxYearMinus1Year
Current Tax Year412678CurrentTaxYear
Total1682314Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

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Current Tax Year Minus3 Years65697CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34188CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year19079CurrentTaxYearMinus1Year
Current Tax Year4980CurrentTaxYear
Total291952Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

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Total0Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

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Total509 Total509

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Current Tax Year Minus3 Years471845CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years327943CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year439493CurrentTaxYearMinus1Year
Current Tax Year417658CurrentTaxYear
Total1974266Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
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Current Tax Year Minus3 Years102691CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years63238CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year64572CurrentTaxYearMinus1Year
Current Tax Year118658CurrentTaxYear
Total402641Total

Amts From Subst Contributors AmtsFromSubstContributors

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Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years53482CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years102691CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years63238CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year64572CurrentTaxYearMinus1Year
Current Tax Year118658CurrentTaxYear
Total402641Total
FieldValueIRS element (for citing)
Public Support Total5091571625PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9408CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1019CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4280CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year421CurrentTaxYearMinus1Year
Current Tax Year40CurrentTaxYear
Total15168Total

Post1975 UBTI Post1975UBTI

FieldValueIRS element (for citing)
Total0Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years9408CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1019CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4280CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year421CurrentTaxYearMinus1Year
Current Tax Year40CurrentTaxYear
Total15168Total

Net Income From Other UBI NetIncomeFromOtherUBI

FieldValueIRS element (for citing)
Total0Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years6451CurrentTaxYearMinus4Years
Total6451Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years333186CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years472864CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years332223CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year439914CurrentTaxYearMinus1Year
Current Tax Year417698CurrentTaxYear
Total1995885Total
FieldValueIRS element (for citing)
Public Support Percentage5090.78743PublicSupportPercentage509
Prior Year Support Percentage0.81874PriorYearSupportPercentage
Investment Income Percentage0.00760InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01663PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SaletrueSolicitedAssetsForSale
Current Year Minus3 YearsCurrentYearMinus3Years
Current Year Minus4 YearsCurrentYearMinus4Years

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis22761OtherCostOrOtherBasis
Book Value22761BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3292870OtherCostOrOtherBasis
Depreciation662259Depreciation
Book Value2630611BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis77280OtherCostOrOtherBasis
Depreciation59031Depreciation
Book Value18249BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis87698OtherCostOrOtherBasis
Depreciation40623Depreciation
Book Value47075BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2718696TotalOfBookValueLandBuildings
Tot Revenue Etc Audited Fincl Stmt417010TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-557NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities1240DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990683RevenueNotRptdF990
Revenue Subtotal416327RevenueSubtotal
Total Revenue Per Form990416327TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt471354TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities1240DonatedServicesUseOfFacilities
Expenses Not Rptd F9901240ExpensesNotRptdF990
Expenses Subtotal470114ExpensesSubtotal
Total Expenses Per Form990470114TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
COLLECTIONSSCHEDULE 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 4USE OF COLLECTION TO PROMULGATE MISSIONTo 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 G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GALANameOfEvent1
Gross Receipts Event193475GrossReceiptsEvent1
Charitable Contributions Event121825CharitableContributionsEvent1
Gross Revenue Event171650GrossRevenueEvent1
Rent Facility Costs Event112419RentFacilityCostsEvent1
Food And Beverage Event18485FoodAndBeverageEvent1
Other Direct Expenses Event19238OtherDirectExpensesEvent1
Name Of Event2FALL EVENTNameOfEvent2
Other Direct Expenses Event233OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total93475GrossReceiptsTotal
Charitable Contributions Total21825CharitableContributionsTotal
Gross Revenue Total Events71650GrossRevenueTotalEvents
Rent Facility Costs Total Events12419RentFacilityCostsTotalEvents
Food And Beverage Total Events8485FoodAndBeverageTotalEvents
Other Direct Expenses Total Events9271OtherDirectExpensesTotalEvents
Direct Expense Summary Events30175DirectExpenseSummaryEvents
Net Income Summary41475NetIncomeSummary

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99059660NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionHISTORICAL TREASURESDescription
Number Of Contributions4NumberOfContributions
Noncash Contribs Rptd F9900NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierVALUE OF HISTORICAL TREASURESIdentifier
Return ReferenceSCHEDULE M, PART I, LINE 33ReturnReference
ExplanationCONSISTENT 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PART VI SECTION B LINE 12BCONFLICT OF INTERESTA formal conflict of interest policy was adopted on December 18, 2009. A formal disclosure form has been incorporated into these adopted procedures; however, conflicts may be disclosed through a letter, memo or e-mail to a designee of the Museum, as outlined in the policy. Persons covered by the conflict of interest policy include any insider of the organization. This includes any Trustee, Officer, employee, as well as Standing Committee or Ad-Hoc Committee member who has access to inside information. In addition, family members of insiders are included in the policy. Certain volunteers who have access to privileged information and certain outsourced consultants are subject to the policy. In general, the policy applies to anyone with an ability to influence the decisions of the organization or any person with access to information not available to the general public. The approved policy incorporates the level at which conflicts are reviewed. For employees, certain consultants and certain volunteers (not members of an Ad-Hoc or Standing Committee of the Board), the covered person is required to fully self-disclose any conflict or perceived conflict of interest to the President or Chair of the organization. The President may choose to submit the question to the Audit Committee for a decision or can choose to proceed with the decision or action at issue providing that proceeding does not violate the law. For Trustees or members of an Ad-Hoc or Standing Committee, the covered person is required to fully self-disclose any conflict or perceived conflict of interest to the Board Chair. At the Board of Trustees level, if any member of the Board does not self-disclose, the Board Chair or any member of the Board of Trustees can, prior to voting on a specific matter in which a potential conflict of interest exists, inquire whether any member of the Board desires to abstain from voting because of a conflict of interest. If no conflict exists and the challenged Trustee refuses to abstain from the deliberations or voting as requested, the Chair shall immediately call for a vote of the Trustees to determine whether the challenged Trust is in a conflict of interest. If a majority of the Trustees present vote to require the abstention of the challenged Trustee, that Trustee shall not be permitted to vote. A record of the proceedings shall be incorporated into the meeting minutes.
PART VI SECTION B 12CCONFLICT OF INTEREST MONITORINGAs 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 LINE 15AEXECUTIVE COMPENSATIONPURSUANT 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, THE EXECUTIVE COMMITTEE RESEARCHES COMPARABLE SALARIES IN THE MUSEUM FIELD AND IN SIMILARLY SITUATED NON-PROFITS, GAUGED BY THEIR SIZE AND SIMILAR STATURE TO THE SHAKER MUSEUM AND LIBRARY. REGIONAL SALARIES OF MUSEUMS IN OUR AREA ARE CHECKED THROUGH THE MUSEUM ASSOCIATION OF NEW YORK, WHICH SERVES AS THEIR MAIN REFERENCE. ADDITIONAL RESEARCH IS CONDUCTED 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 A LINE 10REVIEW PROCESS OF 990 BY GOVERNING BODYThe 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 LINE 19PUBLIC AVAILABILITY OF DOCUMENTSTHE 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 LINE 2RELATED TRUSTEESSTEPHEN 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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