Shaker Museum and Library FY2023 filing

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Shaker Museum elevates Shaker material culture to animate Shaker values and beliefs and inspire individuals and communities to deepen bonds and seek meaningful approaches to social, economic, environmental, and spiritual issues.

501(c)(3) charity; gifts are tax-deductible.
63¢ of each $1 spent went to programs.
$322K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.2M a year · 51% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
63%
of spending
Worth a look: 63% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$322K
to officers and key staff · 26% of spending
Worth a look: pay to officers and key staff is 26% of spending; over 20%.
Pt VII · Sec A
32 mo
of spending, in cash
Looks good: 32.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $287K
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$294K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-50% vs prior year
Spent
$1.3M
To programs
63%
Net assets
$10.1M
By yearFY2020–FY2024
Revenue
$1.1M
FY2023▼ -50%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.4M
FY2021$2.8M
FY2022$2.2M
FY2023$1.1M
FY2024$2.3M
Expenses
$1.3M
FY2023▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$825K
FY2021$1.1M
FY2022$1.1M
FY2023$1.3M
FY2024$1.5M
Net assets
$10.1M
FY2023▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.5M
FY2021$9.2M
FY2022$10.3M
FY2023$10.1M
FY2024$10.9M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1953.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

63 cents of each dollar spent went to programs.

Program services 63% · $795K Management & general 29% · $364K Fundraising 8% · $99K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990; $322K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$200,000Pt VII · Sec A
$122,408Pt VII · Sec A
Chairman
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Lacy Schutz’s $198K as Executive Di is at the 83rd percentile of top reported officer pay among 3924 $1–10M arts & culture nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lacy Schutz$197,593$200,000$179,721$163,383$157,099
Lisa Malone Jackson$165,241$122,408———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Shaker Museum and Library executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and shares Shaker culture to inspire thoughtful approaches to life's challenges.

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3 programs · $795K · in their own filed words · FY2023
01

Collections Care

In 2015 the museum started a major effort to assess and improve as needed the care of its object collection. The museum continues to work to make its collections and information available through electronic media.

$421Kprogram expense
02

Site Tours, Workshops, and Exhibitions

In 2022 shaker museum continued to emphasize inclusive programming, offering opportunities for participants to come together remotely and in- person for various events regardless of ability to pay.

$271Kprogram expense
03

Historic Site Preservation and Conservation

Since 2009, the museum has undertaken historic preservation projects at mount lebanon. In 2014, the museum completed a 2-YEAR project of approximately 2 million to stabilize the walls of the great stone barn at mount lebanon. The barn, gutted by fire in 1972, was the largest stone barn in america when build in 1859.

$104Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 12 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.1M
Investment incomeLn 3$100K
Fees for servicesLn 2g$2K
Money outPt IX
$1.3M
Ln 25
Programscol B$795K
Managementcol C$364K
Fundraisingcol D$99K
Owns and owesPt X
$10.1M
net assets · Ln 32
Cash and savingsLn 1–2$3.4M
Total assetsLn 16$10.4M
LiabilitiesLn 26$294K
PeoplePt VI, VII
23
listed · VII A
PaidVII A2
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$40K
Noncash giftsLn 1g$53K
Fundraising eventsLn 1c$332K
Fees for servicesLn 2g$2K
Investment incomeLn 3$100K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$115K
SavingsLn 2$3.2M
Cash and savings togetherLn 1–2$3.4M
Pledges and grants receivableLn 3$239K
Inventories for sale or useLn 8$10K
Prepaid expenses and deferred chargesLn 9$48K
Land, buildings, equipmentLn 10c$6.7M
Intangible assetsLn 14$28K
Total assetsLn 16$10.4M
LiabilitiesLn 26$294K
Net assetsLn 32$10.1M
OperationsPt I, VI
EmployeesI 510
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$53K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.3M$3.4M
Land, buildings, equipmentLn 10c$6.4M$6.7M
Total assetsLn 16$10.4M$10.4M
LiabilitiesLn 26$132K$294K
Net assetsLn 32$10.3M$10.1M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$322K$258K$32K$32K
Other salaries and wagesLn 7$352K$156K$181K$15K
Pension plan contributionsLn 8$24K$14K$8K$2K
Other employee benefitsLn 9$29K$19K$9K$1K
Payroll taxesLn 10$60K$37K$19K$4K
Accounting feesLn 11c$22K$22K
Other fees for servicesLn 11g$44K$36K$9K
Office expensesLn 13$16K$6K$5K$5K
OccupancyLn 16$17K$16K$1K$753
InterestLn 20$3K$3K
Depreciation, depletion and amortizationLn 22$111K$101K$806$9K
InsuranceLn 23$60K$51K$8K$490
Other expenses (24a–d)Ln 24$190K$96K$65K$30K
All other expensesLn 24e$8K$7K$1K$29
Total functional expensesLn 25$1.3M$795K$364K$99K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $2.3M$1.5M$819K$10.9M 990 PDF
FY2023 ViewingFiled with the IRS Nov 12, 2024 $1.1M$1.3M−$141K$10.1M 990 PDF
FY2022Filed with the IRS Oct 17, 2023 $2.2M$1.1M$1.1M$10.3M 990 PDF
FY2021Filed with the IRS Aug 30, 2022 $2.8M$1.1M$1.7M$9.2M 990 PDF
FY2020Filed with the IRS Sep 8, 2021 $3.4M$825K$2.6M$7.5M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,116,998 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,322,601$1,119,088
I-9 Program service revenuePrior year $2,494$1,755
I-10 Investment incomePrior year $323$99,535
I-11 Other revenuePrior year −$111,084−$103,380
I-12 Total revenuePrior year $2,214,334$1,116,998
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $690,868$787,485
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $414,739$470,948
I-18 Total expensesPrior year $1,105,607$1,258,433
I-19 Revenue less expensesPrior year $1,108,727−$141,435
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,116,998 across 11 lines filed
Lines not itemized here account for $1,508 of total revenue; see the IRS return.
VIII-1b Membership dues$32,243
VIII-1c Fundraising events$331,757
VIII-1e Government grants$40,000
VIII-1f All other contributions, gifts and grants$715,088
VIII-1g Noncash contributions (included above)$53,031
VIII-1h Total contributions, gifts and grants$1,119,088
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,755$1,755
VIII-3 Investment incomeExcluded from tax $99,535$99,535
VIII-8 Net income from fundraising events−$109,907
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,019$5,019
VIII-12 Total revenueRelated to mission $8,282 · Excluded from tax $99,535$1,116,998
Part IX · Statement of functional expenses $1,258,433 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $257,926 · Management $32,241 · Fundraising $32,241$322,408
IX-7 Other salaries and wagesPrograms $155,587 · Management $181,321 · Fundraising $14,625$351,533
IX-8 Pension plan contributionsPrograms $13,930 · Management $7,918 · Fundraising $1,964$23,812
IX-9 Other employee benefitsPrograms $19,267 · Management $9,201 · Fundraising $1,012$29,480
IX-10 Payroll taxesPrograms $36,969 · Management $19,093 · Fundraising $4,190$60,252
IX-11c Accounting feesManagement $21,600$21,600
IX-11g Other fees for servicesPrograms $35,587 · Management $8,565$44,152
IX-13 Office expensesPrograms $6,118 · Management $4,973 · Fundraising $4,922$16,013
IX-16 OccupancyPrograms $15,585 · Management $1,062 · Fundraising $753$17,400
IX-20 InterestManagement $2,753$2,753
IX-22 Depreciation, depletion and amortizationPrograms $100,572 · Management $806 · Fundraising $9,333$110,711
IX-23 InsurancePrograms $51,020 · Management $7,992 · Fundraising $490$59,502
IX-24 Other expenses (24a–d)Programs $95,548 · Management $65,016 · Fundraising $29,790$190,354
IX-24e All other expensesPrograms $7,193 · Management $1,241 · Fundraising $29$8,463
IX-25 Total functional expensesPrograms $795,302 · Management $363,782 · Fundraising $99,349$1,258,433
Part X · Balance sheet $10,412,586 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $122,181$115,346
X-2 Savings and temporary cash investmentsStart of year $3,224,150$3,240,459
X-3 Pledges and grants receivableStart of year $542,900$239,301
X-8 Inventories for sale or useStart of year $12,026$10,299
X-9 Prepaid expenses and deferred chargesStart of year $72,352$48,008
X-10c Land, buildings and equipment, netStart of year $6,392,426$6,731,184
X-14 Intangible assetsStart of year $25,223$27,989
X-16 Total assetsStart of year $10,391,258$10,412,586
X-17 Accounts payable and accrued expensesStart of year $67,715$244,859
X-19 Deferred revenueStart of year $28,850$28,850
X-24 Unsecured notes and loans payableStart of year $35,113$20,732
X-26 Total liabilitiesStart of year $131,678$294,441
X-27 Net assets without donor restrictionsStart of year $4,289,251$4,721,680
X-28 Net assets with donor restrictionsStart of year $5,970,329$5,396,465
X-32 Total net assets or fund balancesStart of year $10,259,580$10,118,145
X-33 Total liabilities and net assetsStart of year $10,391,258$10,412,586
Part XI · Reconciliation of net assets $10,118,145 net assets at year end
XI-1 Total revenue$1,116,998
XI-2 Total expenses$1,258,433
XI-3 Revenue less expenses−$141,435
XI-4 Net assets at start of year$10,259,580
XI-10 Net assets at end of year$10,118,145

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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