Civic Intelligence

Shakertown Revisited Inc.

990 • Fiscal year 2017 • EIN 23-7173327

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

Organization ProfileWWW.SHAKERMUSEUM.COM
PO Box 177Auburn, KY 42206

(270) 542-4167

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.07x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

1.00x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

22nd percentile

-8.4%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

1.0%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$4,717,683

Up $44,748 (+1.0%) from 2016

Net Assets

Down

$4,396,142

Down $25,727 (-0.6%) from 2016

Liabilities

Up

$321,541

Up $70,475 (+28%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin22nd percentile

Revenue

Down

$322,575

Down $346,323 (-52%) from 2016

Expenses

Down

$349,651

Down $68,145 (-16%) from 2016

Net Income

Down

-$27,076

Down $278,178 (-111%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,424,308Liabilities 2010: $194,494Net Assets 2010: $4,229,8142010Assets 2011: $4,400,897Liabilities 2011: $164,831Net Assets 2011: $4,236,0662011Assets 2012: $4,420,587Liabilities 2012: $207,916Net Assets 2012: $4,212,6712012Assets 2013: $4,342,473Liabilities 2013: $216,301Net Assets 2013: $4,126,1722013Assets 2014: $4,462,860Liabilities 2014: $264,622Net Assets 2014: $4,198,2382014Assets 2015: $4,401,735Liabilities 2015: $230,968Net Assets 2015: $4,170,7672015Assets 2016: $4,672,935Liabilities 2016: $251,066Net Assets 2016: $4,421,8692016Assets 2017: $4,717,683Liabilities 2017: $321,541Net Assets 2017: $4,396,1422017Assets 2018: $4,584,948Liabilities 2018: $230,538Net Assets 2018: $4,354,4102018Assets 2019: $4,629,833Liabilities 2019: $351,451Net Assets 2019: $4,278,3822019Assets 2020: $4,630,008Liabilities 2020: $398,594Net Assets 2020: $4,231,4142020Assets 2021: $4,725,089Liabilities 2021: $463,839Net Assets 2021: $4,261,2502021Assets 2022: $4,577,830Liabilities 2022: $281,454Net Assets 2022: $4,296,3762022Assets 2023: $4,585,975Liabilities 2023: $345,132Net Assets 2023: $4,240,8432023Assets 2024: $4,784,867Liabilities 2024: $343,264Net Assets 2024: $4,441,6032024

Highlighted filing

2017

Assets$4,717,683
Liabilities$321,541
Net Assets$4,396,142
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2010: $264,1652010Expenses 2011: $293,7922011Expenses 2012: $308,1232012Revenue 2013: $245,241Expenses 2013: $331,740Net Income 2013: -$86,4992013Revenue 2014: $364,084Expenses 2014: $292,018Net Income 2014: $72,0662014Revenue 2015: $303,282Expenses 2015: $344,264Net Income 2015: -$40,9822015Revenue 2016: $668,898Expenses 2016: $417,796Net Income 2016: $251,1022016Revenue 2017: $322,575Expenses 2017: $349,651Net Income 2017: -$27,0762017Revenue 2018: $343,965Expenses 2018: $385,697Net Income 2018: -$41,7322018Revenue 2019: $318,225Expenses 2019: $394,253Net Income 2019: -$76,0282019Revenue 2020: $274,750Expenses 2020: $362,336Net Income 2020: -$87,5862020Revenue 2021: $374,682Expenses 2021: $377,457Net Income 2021: -$2,7752021Revenue 2022: $428,548Expenses 2022: $393,422Net Income 2022: $35,1262022Revenue 2023: $383,024Expenses 2023: $438,557Net Income 2023: -$55,5332023Revenue 2024: $627,917Expenses 2024: $427,157Net Income 2024: $200,7602024

Highlighted filing

2017

Revenue$322,575
Expenses$349,651
Net Income-$27,076
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$371,503
Mission and Program Overview

Mission

To preserve and maintain the site of the shaker society which once existed at south union. To protect its buildings, its landscape, and its folklife and material culture. To use the buildings and grounds to further the interest of the public in historic preservation and shaker history. To sponsor continuing programs of an educational and cultural nature.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,644,184$2,662,191▼ $981,993
Investments in Publicly Traded Securities$685,074$736,287▲ $51,213
Inventories for Sale or Use$36,323$33,310▼ $3,013
Savings and Temporary Cash Investments$302,129$27,862▼ $274,267
Cash and Non-Interest-Bearing Accounts$5,225$6,194▲ $969
Total Assets$4,672,935$4,717,683▲ $44,748
Other Assets Total-$1,251,839-
Liabilities
Other Liabilities$248,923$246,651▼ $2,272
Mortgage Notes Payable Secured by Investment Property-$69,417-
Accounts Payable and Accrued Expenses$2,143$5,473▲ $3,330
Total Liabilities$251,066$321,541▲ $70,475
Net Assets / Fund Balance
Unrestricted Net Assets$3,434,666$3,631,993▲ $197,327
Permanently Rstr Net Assets$685,074$736,287▲ $51,213
Temporarily Rstr Net Assets$302,129$27,862▼ $274,267
Total Net Assets Fund Balance$4,421,869$4,396,142▼ $25,727
Total Liabilities and Net Assets / Fund Balance$4,672,935$4,717,683▲ $44,748

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,493,572$737,481$2,231,053
Land$1,168,619-$1,168,619
Equipment-$54,720$54,720
Other Land Buildings-$5,257$5,257
Other Assets Org$1,251,839--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$685,074-▲ $108,301$52,000$736,287
2016$680,722-▲ $61,311$52,000$685,074
2015$738,091-▼ $85$52,000$680,722
2014$655,276-▲ $140,267$52,000$738,091
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David BellPresident
Christine SowdersBoard Member
Heather BrooksBoard Member
Lee YoungBoard Member
Michael V HarperBoard Member
Renee KilgoreBoard Member
Roiann RidleyBoard Member
Scott GreeneBoard Member
Sheila FlenerSecretary
Arthur CleavingerTreasurer
Laury HauryVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$65,425
Program Service Revenue
$69,409
Investment Income
$30,079
Other Revenue
$157,662
All Other Contributions
$65,425
Change in Net Assets
$-27,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$180,242
Other Expenses$169,409
Total Fundraising Expense$3,276
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$135,970$11,824-$147,794
Occupancy$47,998$992-$48,990
Depreciation Depletion$40,671$4,519-$45,190
Insurance$25,968--$25,968
Other Employee Benefits$19,812$1,043-$20,855
Office Expenses$11,552$320-$11,872
Payroll Taxes$10,666$927-$11,593
Fees for Services Accounting$8,600$2,150-$10,750
Advertising$4,705$420$3,276$8,401
Fees for Services Other$6,787--$6,787
Fees for Service Investment Mgmnt Fees-$5,088-$5,088
Interest$2,645--$2,645
Other Expenses$350--$350
Total Functional Expenses$319,092$27,283$3,276$349,651
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unrealized Gain(loss) Securit$246,651
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The organization has no process to review form 990”

Form 990, Page 6, Part VI, Line 19

“Governing documents are not available to the public, but may be viewed upon request.”

Filing and Contact Details

Filer

Filer Name
Shakertown Revisited Inc
EIN
23-7173327
Phone
2705424167
Address
PO BOX 177, AUBURN, KY 42206

Signing Officer

Name
Tommy Hines
Title
Exec Director
Phone
2705424167
Signed
2018-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tommy Hines
Voting Board Members
15
Independent Board Members
15
Employees
10

Preparer

Firm
Scarbrough CPA Psc
Address
709 E 4TH ST, RUSSELLVILLE, KY 42276-1301
Preparer
Cathy Scarbrough CPA
Phone
2707259621
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To preserve and maintain the site of the shaker society which once existed at south union. To protect its buildings, its landscape, and its folklife and material culture. To use the buildings and grounds to further the interest of the public in historic preservation and shaker history. To sponsor continuing programs of an educational and cultural nature.”

Form 990, Page 1, Part I, Line 6

“Volunteers provided uncompensated services such as giving historic tours and or helping during special events.”

Form 990, Page 2, Part III, Line 4D

“Shaker seminar and events are held to demonstrate shaker crafts, music, etc.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment funds are used for the purchase of original south union artifacts and archival materials, staff development, student intern stipends, collections photography, reference publications, exhibition expenses, and to supplement revenue for the daily operations of the organization.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt2921
IRS990/OtherExpensesGrp/ProgramServicesAmt3350
IRS990/OtherExpensesGrp/TotalAmt01326
IRS990/OtherExpensesGrp/TotalAmt11121
IRS990/OtherExpensesGrp/TotalAmt2921
IRS990/OtherExpensesGrp/TotalAmt3350
IRS990/OtherLiabilitiesGrp/BOYAmt0248923
IRS990/OtherLiabilitiesGrp/EOYAmt0246651
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011824
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0135970
IRS990/OtherSalariesAndWagesGrp/TotalAmt0147794
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0927
IRS990/PayrollTaxesGrp/ProgramServicesAmt010666
IRS990/PayrollTaxesGrp/TotalAmt011593
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0685074
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0736287
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TOMMY HINES
IRS990/PriorPeriodAdjustmentsAmt01349
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2SPECIAL EVENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt018552
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt029157
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt029157
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121700
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt218552
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SHAKER SEMINAR AND EVENTS ARE HELD TO DEMONSTRATE SHAKER CRAFTS, MUSIC, ETC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06787
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt018552
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0433981
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt028685
IRS990/PYOtherExpensesAmt0245348
IRS990/PYOtherRevenueAmt0163019
IRS990/PYProgramServiceRevenueAmt043213
IRS990/PYRevenuesLessExpensesAmt0251102
IRS990/PYSalariesCompEmpBnftPaidAmt0172448
IRS990/PYTotalExpensesAmt0417796
IRS990/PYTotalRevenueAmt0668898
IRS990/ReconcilationRevenueExpnssAmt0-27076
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0144922
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt050857
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0302129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027862
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt065425
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0433981
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt070178
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt090101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt043629
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0703314
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt015653
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt015931
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt016690
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt038120
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03344
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt089738
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0240927
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0240037
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0239564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0246882
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0227843
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01195253
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt019543
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt019098
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt027763
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt066404
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt015653
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt015931
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt016690
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt038120
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03344
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt089738
IRS990ScheduleA/InvestmentIncomeCYPct00.04000
IRS990ScheduleA/InvestmentIncomePYPct00.05000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt010765
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt010765
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95130
IRS990ScheduleA/PublicSupportPY509Pct00.95350
IRS990ScheduleA/PublicSupportTotal509Amt01964971
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0306352
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0693561
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0328840
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0364746
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0271472
IRS990ScheduleA/Total509Grp/TotalAmt01964971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0332770
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0709492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0345530
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0402866
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0274816
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02065474
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt01493572
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0737481
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02231053
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt05088
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0685074
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0736287
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108301
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt052000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04959
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0680722
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0685074
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061311
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt052000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt05284
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0738091
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0680722
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-85
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt052000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt05452
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0655276
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0738091
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140267
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt052000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt054720
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt054720
IRS990ScheduleD/LandGrp/BookValueAmt01168619
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01168619
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01251839
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0MUSEUM ARTIFACTS
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05257
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05257
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0246651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNREALIZED GAIN(LOSS) SECURIT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR THE PURCHASE OF ORIGINAL SOUTH UNION ARTIFACTS AND ARCHIVAL MATERIALS, STAFF DEVELOPMENT, STUDENT INTERN STIPENDS, COLLECTIONS PHOTOGRAPHY, REFERENCE PUBLICATIONS, EXHIBITION EXPENSES, AND TO SUPPLEMENT REVENUE FOR THE DAILY OPERATIONS OF THE ORGANIZATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02662191
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01251839
IRS990ScheduleD/TotalLiabilityAmt0246651
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PRESERVE AND MAINTAIN THE SITE OF THE SHAKER SOCIETY WHICH ONCE EXISTED AT SOUTH UNION. TO PROTECT ITS BUILDINGS, ITS LANDSCAPE, AND ITS FOLKLIFE AND MATERIAL CULTURE. TO USE THE BUILDINGS AND GROUNDS TO FURTHER THE INTEREST OF THE PUBLIC IN HISTORIC PRESERVATION AND SHAKER HISTORY. TO SPONSOR CONTINUING PROGRAMS OF AN EDUCATIONAL AND CULTURAL NATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VOLUNTEERS PROVIDED UNCOMPENSATED SERVICES SUCH AS GIVING HISTORIC TOURS AND OR HELPING DURING SPECIAL EVENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHAKER SEMINAR AND EVENTS ARE HELD TO DEMONSTRATE SHAKER CRAFTS, MUSIC, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NO PROCESS TO REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC, BUT MAY BE VIEWED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0302129
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt027862
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04672935
IRS990/TotalAssetsEOYAmt04717683
IRS990/TotalAssetsGrp/BOYAmt04672935
IRS990/TotalAssetsGrp/EOYAmt04717683
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt065425

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,717,683
Liabilities
$321,541
Net assets
$4,396,142
Revenue
$322,575
Expenses
$349,651
Net income
-$27,076
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.78$0.34$4.44$0.63$0.43$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.59$0.35$4.24$0.38$0.44$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.28$4.30$0.43$0.39$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.46$4.26$0.37$0.38$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.40$4.23$0.27$0.36$0.09
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.35$4.28$0.32$0.39$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.58$0.23$4.35$0.34$0.39$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.72$0.32$4.40$0.32$0.35$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.25$4.42$0.67$0.42$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$0.23$4.17$0.30$0.34$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.46$0.26$4.20$0.36$0.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.34$0.22$4.13$0.25$0.33$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.21$4.21$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.16$4.24$0.29
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.19$4.23$0.26