Civic Intelligence

Shaker Historical Society

990 • Fiscal year 2020 • EIN 34-1048062

Jan 01, 2020 to Dec 31, 2020 • Filed on May 24, 2021

16740 South Park BlvdShaker Hts, OH 44120

(216) 921-1201

Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.14x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

10th percentile

-38%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$40,922

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

46th percentile

4.3%

Faster asset growth than 46% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$818,533

Up $33,737 (+4.3%) from 2019

Net Assets

Up

$800,333

Up $16,607 (+2.1%) from 2019

Liabilities

Up

$18,200

Up $17,130 (+1601%) from 2019

Revenue

Down

$127,594

Down $343,717 (-73%) from 2019

Expenses

Up

$176,448

Up $15,250 (+9.5%) from 2019

Net Income

Down

-$48,854

Down $358,967 (-116%) from 2019

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

2020

Assets$818,533
Liabilities$18,200
Net Assets$800,333

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

2020

Revenue$127,594
Expenses$176,448
Net Income-$48,854
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 24, 2021
Return Version
2020v4.0
Gross Receipts
$193,814
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$366,773$386,753▲ $19,980
Pledges and Grants Receivable$353,696--
Cash and Non-Interest-Bearing Accounts$8,326$350,059▲ $341,733
Land, Buildings, and Equipment, Net$44,551$71,670▲ $27,119
Inventories for Sale or Use$11,450$10,051▼ $1,399
Total Assets$784,796$818,533▲ $33,737
Liabilities
Other Liabilities-$12,895-
Accounts Payable and Accrued Expenses$1,070$3,312▲ $2,242
Deferred Revenue-$1,993-
Total Liabilities$1,070$18,200▲ $17,130
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$657,812$659,419▲ $1,607
Net Assets With Donor Restrictions$125,914$140,914▲ $15,000
Total Net Assets Fund Balance$783,726$800,333▲ $16,607
Total Liabilities and Net Assets / Fund Balance$784,796$818,533▲ $33,737

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$68,030$56,024$124,054
Equipment$3,640$38,657$42,297
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brianna TrelevenExecutive DiFT$34,513$6,409$40,922

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$110,133
Program Service Revenue
$10,609
Investment Income
$10,816
Other Revenue
$-3,964
All Other Contributions
$82,837
Change in Net Assets
$-48,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,820
Salaries, Compensation, and Employee Benefits$87,628
Total Fundraising Expense$21,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$49,068$5,358$575$55,001
Other Salaries and Wages$28,401$10,252$1,696$40,349
Current Officers, Directors, Trustees, and Key Employees$17,265$1,726$15,522$34,513
Fees for Services Accounting-$7,900-$7,900
Depreciation Depletion$5,934$516-$6,450
Other Employee Benefits$3,910$1,025$1,474$6,409
Payroll Taxes$3,956$985$1,416$6,357
Office Expenses$2,552$917$434$3,903
Other Expenses$2,009$143-$2,009
Total Functional Expenses$126,509$28,822$21,117$176,448
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$5,730
Fundraising Gross Income$947
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
Refundable Grant Advance$12,895
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
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 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
2021-05-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brianna Treleven
Formed
1947
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
5
Volunteers
10

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/OtherLiabilitiesGrp/EOYAmt012895
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt01696
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010252
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028401
IRS990/OtherSalariesAndWagesGrp/TotalAmt040349
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01416
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0985
IRS990/PayrollTaxesGrp/ProgramServicesAmt03956
IRS990/PayrollTaxesGrp/TotalAmt06357
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0353696
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BRIANNA TRELEVEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0TOURS AND ADMISSIONS
IRS990/ProgramServiceRevenueGrp/Desc1FEES FOR SERVICE
IRS990/ProgramServiceRevenueGrp/Desc2OTHER INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07757
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11517
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21335
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07757
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21335
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0433972
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt028304
IRS990/PYOtherExpensesAmt088336
IRS990/PYOtherRevenueAmt03791
IRS990/PYProgramServiceRevenueAmt05244
IRS990/PYRevenuesLessExpensesAmt0310113
IRS990/PYSalariesCompEmpBnftPaidAmt072862
IRS990/PYTotalExpensesAmt0161198
IRS990/PYTotalRevenueAmt0471311
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-48854
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0110133
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt080276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049311
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0344381
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt040000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt040000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt042000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt042000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt042000
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0206000
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06764
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029839
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062716
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt023724
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87070
IRS990ScheduleA/PublicSupportPY170Pct00.88690
IRS990ScheduleA/PublicSupportTotal170Amt0534636
IRS990ScheduleA/SubstantialContributorsTotAmt015745
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0150133
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0120276
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt090717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt091311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt097944
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0550381
IRS990ScheduleA/TotalSupportAmt0613995
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0898
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0898
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt03640
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038657
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042297
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt068030
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt056024
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0124054
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0REFUNDABLE GRANT ADVANCE
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt071670
IRS990ScheduleD/TotalLiabilityAmt012895
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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/ExplanationTxt1THE 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/ExplanationTxt2EVERY YEAR BOARD MEMBERS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND SIGN AN ACKNOWLEDGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE DETERMINES THE COMPENATION OF THE EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0784796
IRS990/TotalAssetsEOYAmt0818533
IRS990/TotalAssetsGrp/BOYAmt0784796
IRS990/TotalAssetsGrp/EOYAmt0818533
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0110133
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt021117
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028822
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126509
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176448
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01070
IRS990/TotalLiabilitiesEOYAmt018200
IRS990/TotalLiabilitiesGrp/BOYAmt01070
IRS990/TotalLiabilitiesGrp/EOYAmt018200
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0783726
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0800333
IRS990/TotalOtherCompensationAmt06409
IRS990/TotalProgramServiceExpensesAmt0126509
IRS990/TotalProgramServiceRevenueAmt010609
IRS990/TotalReportableCompFromOrgAmt034513
IRS990/TotalRevenueGrp/ExclusionAmt01981
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015480

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