Civic Intelligence

Shaker Historical Society

EIN 34-1048062 • 501(c)3 • Shaker Hts, OH

Profile

The shaker historical society operates a historical museum exploring the history of the shakers (more specifically the north union shakers), the history of warrensville township and the city of shaker heights the society also makes available related educational programs.

16740 South Park BlvdShaker Hts, OH 44120

www.shakerhistory.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.01x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

18th percentile

-17%

Higher net margin than 18% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$62,344

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 30.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

9.3%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

25%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$662,807

Up $56,459 (+9.3%) from 2023

Liabilities

Down

$2,751

Down $2,948 (-52%) from 2023

Net Assets

Up

$660,056

Up $59,407 (+9.9%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin18th percentile

Revenue

Up

$204,842

Up $40,803 (+25%) from 2023

Expenses

Down

$238,714

Down $9,556 (-3.8%) from 2023

Net Income

Up

-$33,872

Up $50,359 (+60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2012: $397,650Liabilities 2012: $9,156Net Assets 2012: $388,4942012Assets 2013: $415,705Liabilities 2013: $1,341Net Assets 2013: $414,3642013Assets 2014: $427,558Liabilities 2014: $1,475Net Assets 2014: $426,0832014Assets 2015: $418,569Liabilities 2015: $5,227Net Assets 2015: $413,3422015Assets 2016: $424,703Liabilities 2016: $3,108Net Assets 2016: $421,5952016Assets 2017: $446,723Liabilities 2017: $2,699Net Assets 2017: $444,0242017Assets 2018: $397,419Liabilities 2018: $2,442Net Assets 2018: $394,9772018Assets 2019: $784,796Liabilities 2019: $1,070Net Assets 2019: $783,7262019Assets 2020: $818,533Liabilities 2020: $18,200Net Assets 2020: $800,3332020Assets 2021: $826,064Liabilities 2021: $7,114Net Assets 2021: $818,9502021Assets 2022: $607,149Liabilities 2022: $10,126Net Assets 2022: $597,0232022Assets 2023: $606,348Liabilities 2023: $5,699Net Assets 2023: $600,6492023Assets 2024: $662,807Liabilities 2024: $2,751Net Assets 2024: $660,0562024

Highlighted filing

2024

Assets$662,807
Liabilities$2,751
Net Assets$660,056
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $190,1402012Revenue 2013: $225,641Expenses 2013: $199,771Net Income 2013: $25,8702013Revenue 2014: $186,416Expenses 2014: $174,697Net Income 2014: $11,7192014Revenue 2015: $168,277Expenses 2015: $181,018Net Income 2015: -$12,7412015Revenue 2016: $147,289Expenses 2016: $139,036Net Income 2016: $8,2532016Revenue 2017: $133,788Expenses 2017: $137,721Net Income 2017: -$3,9332017Revenue 2018: $118,066Expenses 2018: $124,959Net Income 2018: -$6,8932018Revenue 2019: $471,311Expenses 2019: $161,198Net Income 2019: $310,1132019Revenue 2020: $127,594Expenses 2020: $176,448Net Income 2020: -$48,8542020Revenue 2021: $214,989Expenses 2021: $229,568Net Income 2021: -$14,5792021Revenue 2022: $112,985Expenses 2022: $249,391Net Income 2022: -$136,4062022Revenue 2023: $164,039Expenses 2023: $248,270Net Income 2023: -$84,2312023Revenue 2024: $204,842Expenses 2024: $238,714Net Income 2024: -$33,8722024

Highlighted filing

2024

Revenue$204,842
Expenses$238,714
Net Income-$33,872
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$662,807
Liabilities
$2,751
Net assets
$660,056
Revenue
$204,842
Expenses
$238,714
Net income
-$33,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.63$0.03$6.60$2.05$2.39$0.34
2023Detailed filing. Detailed filing data is available for this year.$6.06$0.06$6.01$1.64$2.48$0.84
2022Detailed filing. Detailed filing data is available for this year.$6.07$0.10$5.97$1.13$2.49$1.36
2021Detailed filing. Detailed filing data is available for this year.$8.26$0.07$8.19$2.15$2.30$0.15
2020Detailed filing. Detailed filing data is available for this year.$8.19$0.18$8.00$1.28$1.76$0.49
2019Detailed filing. Detailed filing data is available for this year.$7.85$0.01$7.84$4.71$1.61$3.10
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.02$3.95$1.18$1.25$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.47$0.03$4.44$1.34$1.38$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.25$0.03$4.22$1.47$1.39$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.19$0.05$4.13$1.68$1.81$0.13
2014Detailed filing. Detailed filing data is available for this year.$4.28$0.01$4.26$1.86$1.75$0.12
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.01$4.14$2.26$2.00$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.98$0.09$3.88$1.90
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 7, 2025
Return Version
2024v5.0
Gross Receipts
$503,798
Mission and Program Overview

Mission

The shaker historical society operates a historical museum exploring the history of the shakers (more specifically the north union shakers), the history of warrensville township and the city of shaker heights the society also makes available related educational programs.

Operate shaker historical museum and preserve the history of the shakers, warrensville township, and the city of shaker heights, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$494,045$516,222▲ $22,177
Savings and Temporary Cash Investments$28,431$62,600▲ $34,169
Land, Buildings, and Equipment, Net$66,089$58,285▼ $7,804
Cash and Non-Interest-Bearing Accounts$13,508$18,470▲ $4,962
Accounts Receivable-$4,467-
Inventories for Sale or Use$1,493$1,488▼ $5
Pledges and Grants Receivable$2,782$1,275▼ $1,507
Total Assets$606,348$662,807▲ $56,459
Liabilities
Accounts Payable and Accrued Expenses$2,933$1,523▼ $1,410
Other Liabilities$1,338--
Deferred Revenue$1,428$1,228▼ $200
Total Liabilities$5,699$2,751▼ $2,948
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$305,793$354,531▲ $48,738
Net Assets With Donor Restrictions$294,856$305,525▲ $10,669
Total Net Assets Fund Balance$600,649$660,056▲ $59,407
Total Liabilities and Net Assets / Fund Balance$606,348$662,807▲ $56,459

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$57,821$82,383$140,204
Equipment$464$10,037$10,501

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$208,479-▲ $26,969$11,050$234,398
2023$204,347-▲ $14,500$10,368$208,479
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brianna TrelevenExecutive DiFT$54,340$8,004$62,344

Board Members and Trustees

NameTitle
Keith ArianBoard Chair
Katharyne StarinskyVice Chair
Beth EdelsteinTrustee
Geoffrey DoeringTrustee
Julie KaufmanTrustee
Keyyah DoeringTrustee
Sarah DavisTrustee
Theodore Darden IvTrustee
Yvonne HorstmanTrustee
Meghan HaysAffiliate Tr
Lavita EwingSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$180,686
Program Service Revenue
$7,430
Investment Income
$14,685
Other Revenue
$2,041
All Other Contributions
$64,435
Change in Net Assets
$-33,872
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$136,124
Other Expenses$102,590
Total Fundraising Expense$16,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$46,189$8,151$8,151$62,491
Occupancy$55,539$2,716$2,113$60,368
Other Salaries and Wages$27,932$23,915$3,614$55,461
Payroll Taxes$6,427$2,755$1,020$10,202
Fees for Services Accounting-$8,929-$8,929
Other Employee Benefits$5,021$2,152$797$7,970
Depreciation Depletion$7,180$351$273$7,804
Other Expenses$3,963$4,894$420$3,963
Office Expenses$1,413$262$79$1,754
Total Functional Expenses$167,697$54,364$16,653$238,714
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$12,209
Fundraising Gross Income$12,108
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 2

“Geoffrey doering keyah doering family”

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

“The society hires an independent accountant to prepare form 990 and holds a meeting with the members of its governing body to review the form 990.”

Form 990, Page 6, Part VI, Line 12C

“Every year board members receive a copy of the conflict of interest policy and sign an acknowledgement.”

Form 990, Page 6, Part VI, Line 15A

“The executive committee determines the compenation of the executive director.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Shaker Historical Society
EIN
34-1048062
Address
16740 SOUTH PARK BLVD, SHAKER HTS, OH 44120

Signing Officer

Name
Brianna Treleven
Title
Executive Director
Signed
2025-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brianna Treleven
Formed
1947
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
9
Employees
7

Preparer

Firm
Beatrez & Company Cpas
Address
28018 TERRACE DR, NORTH OLMSTED, OH 44070-4964
Preparer
Hilary Frank Beatrez CPA
Phone
4406681270
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The shaker historical society operates a historical museum exploring the history of the shakers (more specifically the north union shakers), the history of warrensville township and the city of shaker heights the society also makes available related educational programs.”

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IRS990/Desc0IN 2024, WE WELCOMED OVER 500 VISITORS, 1,000 IN-PERSON PROGRAM AND TOUR ATTENDEES, AND NEARLY 300 K-12 AND HIGHER EDUCATION STUDENTS, A SIGNIFICANT INCREASE OVER 2023 THAT HAS STRENGTHENED RELATIONSHIPS WITH LOCAL SCHOOLS AND COLLEGES. THE SOCIETY COLLECTS AND PRESERVES THE COMMUNITYS HISTORICAL ARTIFACTS AND FREQUENTLY COLLABORATES WITH THE CITY OF SHAKER HEIGHTS, OHIO AND THE SHAKER HEIGHTS PUBLIC LIBRARY TO PRESERVE AND SHARE LOCAL HISTORY.
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IRS990/MissionDesc0THE SHAKER HISTORICAL SOCIETY OPERATES A HISTORICAL MUSEUM EXPLORING THE HISTORY OF THE SHAKERS (MORE SPECIFICALLY THE NORTH UNION SHAKERS), THE HISTORY OF WARRENSVILLE TOWNSHIP AND THE CITY OF SHAKER HEIGHTS THE SOCIETY ALSO MAKES AVAILABLE RELATED EDUCATIONAL PROGRAMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SHAKER HISTORICAL SOCIETY OPERATES A HISTORICAL MUSEUM EXPLORING THE HISTORY OF THE SHAKERS (MORE SPECIFICALLY THE NORTH UNION SHAKERS), THE HISTORY OF WARRENSVILLE TOWNSHIP AND THE CITY OF SHAKER HEIGHTS THE SOCIETY ALSO MAKES AVAILABLE RELATED EDUCATIONAL PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GEOFFREY DOERING KEYAH DOERING FAMILY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY HIRES AN INDEPENDENT ACCOUNTANT TO PREPARE FORM 990 AND HOLDS A MEETING WITH THE MEMBERS OF ITS GOVERNING BODY TO REVIEW THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVERY YEAR BOARD MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND SIGN AN ACKNOWLEDGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE DETERMINES THE COMPENATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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