2011-08-08T08:33:47-04:00 2010-12-31 PATTISON KOSKEY HOWE & BUCCI CPA PC 2880 ROUTE 9 SUITE 2 VALATIE NY 12184 990 2010-01-01 141364601 SHAKER MUSEUM AND LIBRARY SHAK 5187949100 88 SHAKER MUSEUM ROAD OLD CHATHAM NY 12136 DAVID STOCKS 5187949011 2011-07-15 true MATTHEW H VANDERBECK 5187586776 2010 2016-02-24 21:20:13Z DAVID STOCKS 88 SHAKER MUSEUM ROAD OLD CHATHAM NY 12136 654865 false X WWW.SHAKERMUSEUMANDLIBRARY.ORG X 1950 NY 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. 16 16 6 75 0 406148 293976 1670 0 1019 256713 64027 33967 472864 584656 0 0 0 0 246065 240474 0 0 17683 301074 257305 547139 497779 -74275 86877 2611971 2708189 353995 324180 2257976 2384009 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. false false 278345 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. 278345 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 false false false false false false false false false false true 8 0 true 6 true false false false false false true true false false false false false X 16 16 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 DENISE CLAYTON 0.5 X 0 0 0 MURRAY DOUGLAS 0.5 X 0 0 0 JUDITH POWERS 0.5 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 SUZANNE COURCIER 0.5 X 0 0 0 ROBERT WILLIAMS 0.5 X 0 0 0 JOHN MCENRUE 0.5 X 0 0 0 VIRGINIA STRULL 0.5 X 0 0 0 ADELE WAILAND 0.5 X 0 0 0 DAVID STOCKS 40.0 X X 85000 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 85000 0 0 0 false false false 0 15000 15072 263904 16188 293976 0 4280 4280 0 0 285000 32567 252433 252433 63435 15000 25374 38061 0 8174 12268 -4094 0 584656 4280 0 0 0 0 85000 31450 45050 8500 0 119291 76824 40752 1715 0 10905 5780 4580 545 25278 13397 10618 1263 0 4996 4996 9951 9951 0 0 0 8785 321 8439 25 0 19848 5445 13404 999 0 0 41859 21763 18325 1771 4650 1677 2547 426 0 0 20223 16925 3007 291 0 63023 53266 9709 48 42006 22264 17642 2100 PROGRAM EXPENSES 29250 29233 17 EDUCATION OUTREACH 7485 7485 DEVELOPMENT 4265 4265 TRAINING 964 964 497779 278345 201751 17683 50476 25632 144855 90360 67077 77355 3735 19237 13433 14374 13154 3199081 736176 2296096 2462905 16838 15894 3018 5721 2611971 2708189 27616 34965 326379 289215 353995 324180 X 1980773 1966211 277203 417798 2257976 2384009 2611971 2708189 X 86877 39156 X false true true X false X 572858 471797 149319 406148 293755 1893877 77868 181714 168008 65697 34188 527475 650726 653511 317327 471845 327943 2421352 80646 53482 102691 63238 300057 80646 53482 102691 63238 300057 2121295 11904 22350 9408 1019 4280 48961 11904 22350 9408 1019 4280 48961 6451 6451 662630 675861 333186 472864 332223 2476764 0.85648 0.88575 0.01977 0.02153 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 28482 28482 2934381 553525 2380856 0 0 0 165281 139211 26070 70937 43440 27497 2462905 584656 497779 86877 39156 39156 126033 623812 39156 39156 584656 584656 497779 497779 497779 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. GALA 69770 69770 6439 5053 13882 TOURS 8665 8665 0 78435 78435 6439 5053 13882 25374 53061 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.