2013-10-17T13:24:49-05:00 2012-12-31 PATTISON KOSKEY HOWE & BUCCI CPA PC 2880 ROUTE 9 VALATIE NY 12184 990 2012-01-01 141364601 SHAKER MUSEUM AND LIBRARY % DAVID STOCKS SHAK 5187949100 88 SHAKER MUSEUM ROAD Suite OLD CHATHAM NY 12136 DAVID STOCKS 5187949100 2013-10-15 true MATTHEW H VANDERBECK 5187586776 2013-09-26 2012 2016-02-25 16:41:14Z DAVID STOCKS 88 SHAKER MUSEUM ROAD OLD CHATHAM NY 12136 449530 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. 17 17 8 75 0 420414 372860 3986 1230 348293 -1331 15093 43568 787786 416327 0 0 0 0 238009 214595 0 0 14647 254268 255519 492277 470114 295509 -53787 3112321 3016973 429303 388299 2683018 2628674 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 220506 In 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. 220506 true true false false false false true false false true false false false false false true false false false false false false false true false false false false false false false false false false false false false true true false false false false false false false true 15 0 true 8 true false false false false false true true false false false false false X 17 17 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 3.0 X X 0 0 0 MURRAY DOUGLAS 0.5 X 0 0 0 GREGORY MOUNTAIN 1.0 X X 0 0 0 STEPHEN STEIN 0.5 X 0 0 0 STEPHEN WILLIAMS 0.5 X 0 0 0 WARDEN WILLIAMS 0.5 X 0 0 0 JEFFREY DALY 8.0 X X 0 0 0 ROBERT WILLIAMS 0.5 X 0 0 0 JOHN MCENRUE 0.5 X 0 0 0 ADELE WAILAND 0.5 X 0 0 0 PAUL CASSIDY 0.5 X 0 0 0 DORALYNN PINES 0.5 X 0 0 0 DOUGLAS PAUL 3.0 X X 0 0 0 LAUREE HICKOK 1.0 X 0 0 0 PETER WATSON 0.5 X 0 0 0 JEFF BAILEY 0.5 X 0 0 0 DENISE CLAYTON 0.5 X 0 0 0 DAVID STOCKS 40.0 X 76904 0 0 76904 0 0 0 false false false 0 10655 21825 28076 312304 59660 372860 PROGRAM/EDUCATION 1230 1230 1230 40 40 0 0 0 0 0 1371 -1371 -1371 -1371 71650 21825 30175 41475 0 3750 1657 2093 0 416327 -141 40 0 0 0 0 76904 20521 52954 3429 0 107730 77711 24808 5211 0 0 29961 15671 12861 1429 0 111 29 80 2 32395 8513 23331 551 0 0 0 0 0 19467 5985 12940 542 0 0 29322 15242 12722 1358 6629 1386 5098 145 0 0 16104 4017 12087 0 71355 37105 34250 39145 19573 17615 1957 PROGRAM EXPENSES 13319 13184 135 MOUNT LEBANON EXPENSE 582 582 OUTREACH 10936 407 10507 22 DEVELOPMENT 12222 364 11858 3932 216 3715 1 470114 220506 234961 14647 45539 50902 90379 140698 187573 45455 5649 8301 0 0 0 0 0 0 12840 12434 10411 16481 3480609 761913 2744980 2718696 0 0 0 0 0 0 14950 14006 0 10000 3112321 3016973 83725 33953 0 0 0 0 0 0 0 0 0 0 345578 354346 0 0 0 0 429303 388299 X 2240982 2104666 442036 524008 0 0 2683018 2628674 3112321 3016973 -53787 -557 0 0 X false true X true false X 149319 406148 293755 420414 412678 1682314 168008 65697 34188 19079 4980 291952 0 0 0 317327 471845 327943 439493 417658 1974266 53482 102691 63238 64572 118658 402641 0 53482 102691 63238 64572 118658 402641 1571625 9408 1019 4280 421 40 15168 0 9408 1019 4280 421 40 15168 0 6451 6451 333186 472864 332223 439914 417698 1995885 0.78743 0.81874 0.00760 0.01663 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X true 22761 22761 3292870 662259 2630611 77280 59031 18249 87698 40623 47075 2718696 417010 -557 1240 683 416327 416327 471354 1240 1240 470114 470114 COLLECTIONS 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 USE OF COLLECTION TO PROMULGATE MISSION 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. GALA 93475 21825 71650 12419 8485 9238 FALL EVENT 33 0 93475 21825 71650 12419 8485 9271 30175 41475 X 1 59660 FMV X HISTORICAL TREASURES 4 0 FMV false false false VALUE OF HISTORICAL TREASURES SCHEDULE M, PART I, LINE 33 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 LINE 12B CONFLICT OF INTEREST A 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 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 LINE 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, 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 10 REVIEW PROCESS OF 990 BY 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 LINE 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 LINE 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.