SHAKER MUSEUM AND LIBRARY: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: SHAKER MUSEUM AND LIBRARY (EIN 14-1364601)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-08
IRS object ID: 201132209349300313
Schema version: 2010v3.4
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-08-08T08:33:47-04:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PATTISON KOSKEY HOWE & BUCCI CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2880 ROUTE 9 SUITE 2	AddressLine1
City	VALATIE	City
State	NY	State
ZIP Code	12184	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	141364601	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SHAKER MUSEUM AND LIBRARY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SHAK	NameControl
Phone	5187949100	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	88 SHAKER MUSEUM ROAD	AddressLine1
City	OLD CHATHAM	City
State	NY	State
ZIP Code	12136	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	DAVID STOCKS	Name
Title	PRESIDENT	Title
Phone	5187949011	Phone
Date Signed	2011-07-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MATTHEW H VANDERBECK	Name
Phone	5187586776	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	DAVID STOCKS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	88 SHAKER MUSEUM ROAD	AddressLine1
City	OLD CHATHAM	City
State	NY	State
ZIP Code	12136	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	654865	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	WWW.SHAKERMUSEUMANDLIBRARY.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1950	YearFormation
State Legal Domicile	NY	StateLegalDomicile
Activity Or Mission Description	OUR MISSION IS TO EDUCATE PEOPLE ABOUT THE HISTORY, VALUES, AND CRAFTMANSHIP OF THE UNITED SOCIETY OF BELIEVERS WITHIN THE WIDER CONTEXT OF AMERICAN HISTORY.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	16	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	16	NbrIndependentVotingMembers
Total Nbr Employees	6	TotalNbrEmployees
Total Nbr Volunteers	75	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	406148	ContributionsGrantsPriorYear
Contributions Grants Current Year	293976	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1670	ProgramServiceRevenuePriorYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	1019	InvestmentIncomePriorYear
Investment Income Current Year	256713	InvestmentIncomeCurrentYear
Other Revenue Prior Year	64027	OtherRevenuePriorYear
Other Revenue Current Year	33967	OtherRevenueCurrentYear
Total Revenue Prior Year	472864	TotalRevenuePriorYear
Total Revenue Current Year	584656	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	246065	SalariesEtcPriorYear
Salaries Etc Current Year	240474	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	17683	TotalFundrsngExpCurrentYear
Other Expense Prior Year	301074	OtherExpensePriorYear
Other Expenses Current Year	257305	OtherExpensesCurrentYear
Total Expenses Prior Year	547139	TotalExpensesPriorYear
Total Expenses Current Year	497779	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-74275	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	86877	RevenuesLessExpensesCY
Total Assets BOY	2611971	TotalAssetsBOY
Total Assets EOY	2708189	TotalAssetsEOY
Total Liabilities BOY	353995	TotalLiabilitiesBOY
Total Liabilities EOY	324180	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	2257976	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2384009	NetAssetsOrFundBalancesEOY
Mission Description	THE ORGANIZATION'S MISSION IS TO UTILIZE OUR COLLECTION TO EDUCATE PEOPLE ABOUT THE HISTORY, VALUES, AND CRAFTSMANSHIP OF THE UNITED SOCIETY OF BELIEVERS WITHIN THE WIDER CONTEXT OF AMERICAN HISTORY. WE DO THIS BY SUPPORTING SCHOLARLY RESEARCH, CREATION OF INTERPRETIVE EXHIBITIONS, LOAN EXHIBITIONS, PUBLICATION OF BOOKS AND PAMPHLETS BASED ON ORIGINAL RESEARCH, AND PUBLIC PROGRAMMING EVENTS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	278345	Expense
Description	THE MUSEUM OFFERED AN ARRAY OF EDUCATIONAL PROGRAMS OPEN TO THE PUBLIC FROM MAY THROUGH OCTOBER AT ITS NATIONAL HISTORIC LANDMARK PROPERTY AT MOUNT LEBANON SHAKER VILLAGE THAT EXPLORED AND INTERPRETED SHAKER HISTORY, INCLUDING FILM SCREENINGS, LECTURES, TOURS, HANDS-ON WORKSHOPS, INTERNSHIP PROGRAM, AND AN EXHIBITION. SCHOOL STUDENTS, INVITED ARTISTS, AND THE GENERAL PUBLIC TOOK PHOTOS INCLUDED IN THE SUMMER EXHIBITION, "VISIONS OF MOUNT LEBANON" AND THE MUSEUM PARTNERED WITH THE SCHOOL OF ARCHITECTURE AT RENSSELAER POLYTECHNIC INSTITUTE ON SHAKER DESIGN STUDIOS IN THE SPRING AND FALL SEMESTERS, WHICH LED TO THE JOINT PUBLICATION, MATERIAL MANIFESTATIONS.	Description
Total Program Service Expense	278345	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	8	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	6	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Excess Business Holdings	false	ExcessBusinessHoldings
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	16	NbrVotingGoverningBodyMembers
Number Independent Voting Members	16	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	DAVID STOCKS	NamePerson
Telephone Number	5187949100	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	88 SHAKER MUSEUM ROAD	AddressLine1
City	OLD CHATHAM	City
State	NY	State
ZIP Code	12136	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (17 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	OfficerOfficer	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
JEFFREY LICK
SECRETARY	3.0	X	X	0	0	0
DENISE CLAYTON
TRUSTEE	0.5	X		0	0	0
MURRAY DOUGLAS
TRUSTEE	0.5	X		0	0	0
JUDITH POWERS
TRUSTEE	0.5	X		0	0	0
STEPHEN STEIN
TRUSTEE	0.5	X		0	0	0
STEPHEN WILLIAMS
TRUSTEE	0.5	X		0	0	0
WARDEN WILLIAMS
TRUSTEE	0.5	X		0	0	0
JEFFREY DALY
CHAIRMAN	8.0	X	X	0	0	0
SUZANNE COURCIER
TRUSTEE	0.5	X		0	0	0
ROBERT WILLIAMS
TRUSTEE	0.5	X		0	0	0
JOHN MCENRUE
TRUSTEE	0.5	X		0	0	0
VIRGINIA STRULL
TRUSTEE	0.5	X		0	0	0
ADELE WAILAND
TRUSTEE	0.5	X		0	0	0
DAVID STOCKS
PRESIDENT	40.0	X	X	85000	0	0
PAUL CASSIDY
TRUSTEE	0.5	X		0	0	0
DORALYNN PINES
TRUSTEE	0.5	X		0	0	0
DOUGLAS PAUL
TREASURER	3.0	X	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	85000	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	0	TotalOtherCompensation
Number Individuals GT100 K	0	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K
Fundraising Events	15000	FundraisingEvents
Government Grants	15072	GovernmentGrants
All Other Contributions	263904	AllOtherContributions
Noncash Contributions	16188	NoncashContributions
Total Contributions	293976	TotalContributions
Total Program Service Revenue	0	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	4280	TotalRevenueColumn
Exclusion	$4,280	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Other	285000	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Other	32567	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Other	252433	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	252433	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	63435	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	15000	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	25374	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	38061	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	8174	GrossSalesOfInventory
Cost Of Goods Sold	12268	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-4094	TotalRevenueColumn

Field	Value	IRS element (for citing)
Total Other Revenue	0	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	584656	TotalRevenueColumn
Exclusion	$4,280	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	85000	Total
Program Services	31450	ProgramServices
Management And General	45050	ManagementAndGeneral
Fundraising	8500	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	119291	Total
Program Services	76824	ProgramServices
Management And General	40752	ManagementAndGeneral
Fundraising	1715	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	0	Total

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	10905	Total
Program Services	5780	ProgramServices
Management And General	4580	ManagementAndGeneral
Fundraising	545	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	25278	Total
Program Services	13397	ProgramServices
Management And General	10618	ManagementAndGeneral
Fundraising	1263	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	4996	Total
Management And General	4996	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	9951	Total
Management And General	9951	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	8785	Total
Program Services	321	ProgramServices
Management And General	8439	ManagementAndGeneral
Fundraising	25	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	0	Total

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	19848	Total
Program Services	5445	ProgramServices
Management And General	13404	ManagementAndGeneral
Fundraising	999	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	0	Total

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	41859	Total
Program Services	21763	ProgramServices
Management And General	18325	ManagementAndGeneral
Fundraising	1771	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	4650	Total
Program Services	1677	ProgramServices
Management And General	2547	ManagementAndGeneral
Fundraising	426	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	0	Total

Interest Interest

Field	Value	IRS element (for citing)
Total	20223	Total
Program Services	16925	ProgramServices
Management And General	3007	ManagementAndGeneral
Fundraising	291	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	63023	Total
Program Services	53266	ProgramServices
Management And General	9709	ManagementAndGeneral
Fundraising	48	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	42006	Total
Program Services	22264	ProgramServices
Management And General	17642	ManagementAndGeneral
Fundraising	2100	Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
PROGRAM EXPENSES	29250	29233	17
EDUCATION
OUTREACH	7485		7485
DEVELOPMENT	4265		4265
TRAINING	964		964

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	497779	Total
Program Services	278345	ProgramServices
Management And General	201751	ManagementAndGeneral
Fundraising	17683	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	50476	BOY
EOY	25632	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	144855	BOY
EOY	90360	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	67077	BOY
EOY	77355	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
EOY	3735	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	19237	BOY
EOY	13433	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	14374	BOY
EOY	13154	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	3199081	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	736176	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	2296096	BOY
EOY	2462905	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	16838	BOY
EOY	15894	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	3018	BOY
EOY	5721	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2611971	BOY
EOY	2708189	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	27616	BOY
EOY	34965	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	326379	BOY
EOY	289215	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	353995	BOY
EOY	324180	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	1980773	BOY
EOY	1966211	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	277203	BOY
EOY	417798	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2257976	BOY
EOY	2384009	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2611971	BOY
EOY	2708189	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	86877	ReconcilationRevenueExpenses
Reconcilation Other Changes	39156	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	572858	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	471797	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	149319	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	406148	CurrentTaxYearMinus1Year
Current Tax Year	293755	CurrentTaxYear
Total	1893877	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	77868	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	181714	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	168008	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	65697	CurrentTaxYearMinus1Year
Current Tax Year	34188	CurrentTaxYear
Total	527475	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	650726	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	653511	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	317327	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	471845	CurrentTaxYearMinus1Year
Current Tax Year	327943	CurrentTaxYear
Total	2421352	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	80646	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	53482	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	102691	CurrentTaxYearMinus1Year
Current Tax Year	63238	CurrentTaxYear
Total	300057	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	80646	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	53482	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	102691	CurrentTaxYearMinus1Year
Current Tax Year	63238	CurrentTaxYear
Total	300057	Total

Field	Value	IRS element (for citing)
Public Support Total509	2121295	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11904	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22350	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9408	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1019	CurrentTaxYearMinus1Year
Current Tax Year	4280	CurrentTaxYear
Total	48961	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	11904	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	22350	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9408	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1019	CurrentTaxYearMinus1Year
Current Tax Year	4280	CurrentTaxYear
Total	48961	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus2 Years	6451	CurrentTaxYearMinus2Years
Total	6451	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	662630	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	675861	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	333186	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	472864	CurrentTaxYearMinus1Year
Current Tax Year	332223	CurrentTaxYear
Total	2476764	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.85648	PublicSupportPercentage509
Prior Year Support Percentage	0.88575	PriorYearSupportPercentage
Investment Income Percentage	0.01977	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.02153	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509
General Explanation	OTHER INCOME NOT INCLUDED IN THE COMPUTATION OF TOTAL SUPPORT ON SCHEDULE A FOR THE ORGANIZATION INCLUDES $261,982 FROM THE SALE OF LAND OWNED BY THE ORGANIZATION.	GeneralExplanation

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amts		ArtPublicExhibitionAmts
Held Works Of Art Amts		HeldWorksOfArtAmts
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	false	SolicitedAssetsForSale

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	28482	OtherCostOrOtherBasis
Book Value	28482	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2934381	OtherCostOrOtherBasis
Depreciation	553525	Depreciation
Book Value	2380856	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	0	OtherCostOrOtherBasis
Depreciation	0	Depreciation
Book Value	0	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	165281	OtherCostOrOtherBasis
Depreciation	139211	Depreciation
Book Value	26070	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	70937	OtherCostOrOtherBasis
Depreciation	43440	Depreciation
Book Value	27497	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	2462905	TotalOfBookValueLandBuildings
Total Revenue	584656	TotalRevenue
Total Expenses	497779	TotalExpenses
Excess Or Deficit For Year	86877	ExcessOrDeficitForYear
Donated Services And Facilities	39156	DonatedServicesAndFacilities
Total Adjustments	39156	TotalAdjustments
Excess Or Deficit Per FS	126033	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	623812	TotRevenueEtcAuditedFinclStmt
Donated Srvc And Use Of Facilities	39156	DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990	39156	RevenueNotRptdF990
Revenue Subtotal	584656	RevenueSubtotal
Total Revenue Per Form990	584656	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	497779	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	497779	ExpensesSubtotal
Total Expenses Per Form990	497779	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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	THE SHAKER MUSEUM AND LIBRARY'S MISSION IS TO UTILIZE ITS UNPARALLELED COLLECTION TO EDUCATE PEOPLE ABOUT THE HISTORY, VALUES, AND CRAFTSMANSHIP OF THE UNITED SOCIETY OF BELIEVERS WITHIN THE WIDER CONTEXT OF AMERICAN HISTORY. TO THAT END, THE MUSEUM COLLECTS, PRESERVES, AND INTERPRETS ONE OF THE LARGEST AND MOST COMPREHENSIVE COLLECTIONS OF SHAKER ARTIFACTS IN THE WORLD, INCLUDING FURNITURE, HOUSEHOLD ACCESSORIES, TOOLS, MACHINERY, FINISHED PRODUCTION ITEMS, TEXTILES, ARCHITECTURAL ITEMS, AND SO ON. THE EMMA B. KING LIBRARY INCLUDES SHAKER MANUSCRIPTS, SHAKER IMPRINT MATERIALS, PHOTOGRAPHS, EPHEMERA AND SECONDARY RESEARCH MATERIALS. THE MUSEUM SUPPORTS THE STUDY AND RESEARCH OF THE COLLECTION, AS WELL AS ITS INTERPRETATION, THROUGH DISPLAYS ORGANIZED BY THE MUSEUM, PUBLISHED ARTICLES, AND THROUGH LOANS TO OTHER INSTITUTIONS.

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GALA	NameOfEvent1
Gross Receipts Event1	69770	GrossReceiptsEvent1
Gross Revenue Event1	69770	GrossRevenueEvent1
Rent Facility Costs Event1	6439	RentFacilityCostsEvent1
Food And Beverage Event1	5053	FoodAndBeverageEvent1
Other Direct Expenses Event1	13882	OtherDirectExpensesEvent1
Name Of Event2	TOURS	NameOfEvent2
Gross Receipts Event2	8665	GrossReceiptsEvent2
Gross Revenue Event2	8665	GrossRevenueEvent2
Total Number Of Other Events	0	TotalNumberOfOtherEvents
Gross Receipts Total	78435	GrossReceiptsTotal
Gross Revenue Total Events	78435	GrossRevenueTotalEvents
Rent Facility Costs Total Events	6439	RentFacilityCostsTotalEvents
Food And Beverage Total Events	5053	FoodAndBeverageTotalEvents
Other Direct Expenses Total Events	13882	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	25374	DirectExpenseSummaryEvents
Net Income Summary	53061	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
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.
OTHER CHANGES IN NET ASSETS	PART XI, LINE 5	OTHER CHANGES IN NET ASSETS OR FUND BALANCES CONSISTS OF IN-KIND CONTRIBUTIONS OF $39,156.