Civic Intelligence

Shaker Historical Society

990 • Fiscal year 2018 • EIN 34-1048062

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 11, 2019

16740 South Park BlvdShaker Heights, OH 44120

(216) 921-1201

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

29th percentile

-5.8%

Higher net margin than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

90th percentile

$42,281

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 35.8% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

28th percentile

-11%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-12%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$397,419

Down $49,304 (-11%) from 2017

Net Assets

Down

$394,977

Down $49,047 (-11%) from 2017

Liabilities

Down

$2,442

Down $257 (-9.5%) from 2017

Revenue

Down

$118,066

Down $15,722 (-12%) from 2017

Expenses

Down

$124,959

Down $12,762 (-9.3%) from 2017

Net Income

Down

-$6,893

Down $2,960 (-75%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$397,419
Liabilities$2,442
Net Assets$394,977

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$118,066
Expenses$124,959
Net Income-$6,893
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 11, 2019
Return Version
2018v3.1
Gross Receipts
$187,892
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$344,492$321,379▼ $23,113
Land, Buildings, and Equipment, Net$54,837$49,675▼ $5,162
Inventories for Sale or Use$18,604$18,368▼ $236
Savings and Temporary Cash Investments$28,790$7,997▼ $20,793
Total Assets$446,723$397,419▼ $49,304
Liabilities
Accounts Payable and Accrued Expenses$1,165$1,269▲ $104
Other Liabilities$1,534$1,173▼ $361
Total Liabilities$2,699$2,442▼ $257
Net Assets / Fund Balance
Unrestricted Net Assets$317,203$265,663▼ $51,540
Temporarily Rstr Net Assets$126,821$129,314▲ $2,493
Total Net Assets Fund Balance$444,024$394,977▼ $49,047
Total Liabilities and Net Assets / Fund Balance$446,723$397,419▼ $49,304

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$32,194$39,545$71,739
Other Land Buildings$17,354$15,828$33,182
Equipment$127$32,161$32,288
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ware PetznickExecutive DiFT$42,281$42,281

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$48,717
Program Service Revenue
$0
Investment Income
$28,093
Other Revenue
$41,256
All Other Contributions
$36,965
Change in Net Assets
$-6,893
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$70,852
Other Expenses$54,107
Total Fundraising Expense$16,403
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$29,597$4,228$8,456$42,281
Other Salaries and Wages$20,000$2,857$5,714$28,571
All Other Expenses$7,975$3,093$565$11,633
Depreciation Depletion$3,717$671$774$5,162
Other Expenses$4,402$5,875$894$4,402
Total Functional Expenses$91,058$17,498$16,403$124,959
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,404
Fundraising Direct Expenses$17,428
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$47,404$47,404$17,428$29,976
Total Events$47,404$47,404$17,428$29,976
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
US Bank Visa$702
Sales Tax Payable - Spirit Tree$471
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

YES

Form 990, Page 6, Part VI, Line 7B

YES

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

The organization hired an independent cpa to prepare form 990 and to hold a meeting with the members of its governing body to review the form 990 with them.

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

Every year the board members get a copy of the policy and a form to fill out and return to the executive director for review.

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

The executive committee determines the compensation.

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
Phone
2169211201
Address
16740 SOUTH PARK BLVD, SHAKER HEIGHTS, OH 44120

Signing Officer

Name
Ware Petznick
Title
Executive Director
Phone
2169211201
Signed
2019-06-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ware Petznick
Voting Board Members
11
Independent Board Members
11
Employees
8
Volunteers
55

Preparer

Firm
Laskey Costello LLC
Address
15514 DETROIT AVE, LAKEWOOD, OH 44107-3832
Preparer
Cynthia M Costello CPA
Phone
2165212100
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05714
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02857
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020000
IRS990/OtherSalariesAndWagesGrp/TotalAmt028571
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WARE PETZNICK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DURING 2018, 4,950 VISITORS TOURED THE MUSEUM INCLUDING ELEMENTARY SCHOOL STUDENTS FROM LOCAL SCHOOLS. IN ADDITION, SEVERAL PRESENTATIONS WERE MADE BY SOCIETY STAFF TO LOCAL SCHOOLS AND COMMUNITY GROUPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt019554
IRS990/ProgSrvcAccomActy3Grp/Desc0THE SOCIETY IS COMMITTED TO ARCHIVING AND PRESERVING THE COMMUNITY'S HISTORICAL ARTIFACTS AND FREQUENTLY COLLABORATES WITH THE CITY OF SHAKER HEIGHTS AND THE SHAKER HEIGHTS LIBRARY TO PRESERVE LOCAL HISTORY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05143
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt049311
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt028916
IRS990/PYOtherExpensesAmt056738
IRS990/PYOtherRevenueAmt055561
IRS990/PYRevenuesLessExpensesAmt0-3933
IRS990/PYSalariesCompEmpBnftPaidAmt080983
IRS990/PYTotalExpensesAmt0137721
IRS990/PYTotalRevenueAmt0133788
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-6893
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt028790
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt048717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt049311
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt055944
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0108941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt096350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0359263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09620
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt09121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt029839
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0-17904
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013586
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt044262
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt063439
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt082298
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt094634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0105193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt094734
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0440298
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09620
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt09121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt029839
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0-17904
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013586
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt044262
IRS990ScheduleA/InvestmentIncomeCYPct00.05000
IRS990ScheduleA/InvestmentIncomePYPct00.09000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94750
IRS990ScheduleA/PublicSupportPY509Pct00.91260
IRS990ScheduleA/PublicSupportTotal509Amt0799561
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0112156
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0131609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0150578
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0214134
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0191084
IRS990ScheduleA/Total509Grp/TotalAmt0799561
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0121776
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0140730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0180417
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0196230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0204670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0843823
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt032194
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039545
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt071739
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt0127
IRS990ScheduleD/EquipmentGrp/DepreciationAmt032161
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt032288
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt017354
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015828
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt033182
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0702
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0US BANK VISA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SALES TAX PAYABLE - SPIRIT TREE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt049675
IRS990ScheduleD/TotalLiabilityAmt01173
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017428
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt047404
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt047404
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt029976
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017428
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017428
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HIRED AN INDEPENDENT CPA TO PREPARE FORM 990 AND TO HOLD A MEETING WITH THE MEMBERS OF ITS GOVERNING BODY TO REVIEW THE FORM 990 WITH THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVERY YEAR THE BOARD MEMBERS GET A COPY OF THE POLICY AND A FORM TO FILL OUT AND RETURN TO THE EXECUTIVE DIRECTOR FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0126821
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0129314
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0446723
IRS990/TotalAssetsEOYAmt0397419

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