2025-06-30T07:16:00-05:00 2024-12-31 141798364 WOJESKI & COMPANY CPA'S PC 159 WOLF RD ALBANY NY 12205 990 2024-01-01 222186087 THE SHAKER HERITAGE SOCIETY SHAK 5184567890 25 MEETING HOUSE ROAD ALBANY NY 122111004 DANIELLE KRUPA PRESIDENT 5184567890 2025-06-26 1 0 MARY BUDESHEIM CPA P01068083 5184771102 2025-06-26 2024 2025-03-06 01:10:19Z DANIELLE KRUPA 25 MEETING HOUSE ROAD ALBANY NY 122111004 726780 0 X WWW.SHAKERHERITAGE.ORG X 1977 NY TO CELEBRATE AND INTERPRET AMERICA'S FIRST SHAKER SETTLEMENT AND PRESERVE IT FOR THE BENEFIT OF FUTURE GENERATIONS 8 12 6 55 0 0 250302 314015 26538 32662 266 216 147637 131252 424743 478145 0 0 0 0 170767 175796 0 0 26626 210443 219352 381210 395148 43533 82997 1011089 1125755 92116 77351 918973 1048404 THE SHAKER HERITAGE SOCIETY ENRICHES THE CAPITAL REGION BY ENGAGING THE COMMUNITY WITH THE FOUNDING HOME AND ENDURING VALUES OF THE SHAKERS. 0 0 282079 155615 DEVELOPING PROGRAMS, EVENTS, AND EXHIBITS TO SUSTAIN PUBLIC INTEREST AND ENGAGEMENT WITH SHAKER HISTORY AND TRADITIONAL AMERICAN CRAFTS. UNDERTAKING REHABILITATION PROJECTS TO PROMOTE PRESERVATION AND ADAPTIVE REUSE OF SHAKER STRUCTURES. 282079 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 NY X THE ORGANIZATION 5184567890 25 MEETING HOUSE ROAD ALBANY NY 122111004 DANIELLE KRUPA PRESIDENT 0.00 X X 0 0 0 THERESE DALY TREASURER 0.00 X X 0 0 0 STEPHEN IACHETTA TRUSTEE 0.00 X 0 0 0 JAMES PROUT TRUSTEE 0.00 X 0 0 0 FREDERICK ACUNTO TRUSTEE 0.00 X 0 0 0 MATTHEW A MILLER TRUSTEE 0.00 X 0 0 0 KIMBERLY WELLS TRUSTEE 0.00 X 0 0 0 ANN THORNTON TRUSTEE 0.00 X 0 0 0 JOHANNA BATMAN EXECUTIVE DIRECTOR 40.00 X 58500 0 1170 58500 0 1170 0 0 0 0 0 7072 306943 314015 EDUCATION PROGRAMS 900099 19822 19822 CRAFT FAIRS 900099 12840 12840 32662 216 216 6392 0 6392 6392 6392 1907 0 1907 1907 364860 248635 116225 116225 CASH SURRENDER VALUE 900099 6728 6728 6728 478145 155615 0 8515 59670 41769 11934 5967 102291 71604 20458 10229 871 610 174 87 425 297 128 12539 8777 2508 1254 9585 6710 1916 959 5069 5069 5095 4606 489 19963 13975 1995 3993 101010 71850 28817 343 969 776 164 29 32180 22526 9654 9922 6945 2977 WORKSHOPS 10617 10617 CRAFT FAIRS 9510 9510 BANK AND CREDIT CARD FE 7972 7962 5 5 FUNDRAISING 3157 3157 4303 3545 644 114 395148 282079 86443 26626 80712 145779 233662 233225 48765 29857 10846 10846 1866 1866 767226 506834 222529 260392 290649 315002 122060 128788 1011089 1125755 92116 77351 92116 77351 X 687649 722392 231324 326012 918973 1048404 1011089 1125755 82997 46434 0 X X 0 1 X 1 0 X 120771 159735 325841 250302 314015 1170664 120771 159735 325841 250302 314015 1170664 1170664 1170664 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 490206 199440 41365 146269 584742 585915 140000 36490 272199 490206 515794 220665 -60397 90147 585915 485199 29000 47962 46367 515794 455414 25260 32361 27836 485199 1 0 755774 495382 260392 11452 11452 0 0 260392 ANNUITY 128788 F 128788 X 768145 46434 243566 290000 478145 0 478145 638714 243566 243566 395148 0 395148 PART III, LINE 4: THE SOCIETY'S COLLECTIONS INCLUDE ORIGINAL SHAKER FURNITURE, ARTIFACTS AND DOCUMENTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES, WHICH HAVE AN INDETERMINABLE VALUE. EACH OF THE ITEMS ARE CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE COLLECTIONS ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM THEIR SALES TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. PART X, LINE 2: TAX STATUS THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY DOES NOT CONDUCT UNRELATED BUSINESS ACTIVITIES AND, THEREFORE, HAS MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE SOCIETY HAS ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT HAS EVALUATED THE SOCIETY'S TAX POSITIONS, INCLUDING INTEREST AND PENALTIES ATTRIBUTABLE THERETO, AND CONCLUDED THAT THE SOCIETY HAS TAKEN NO TAX POSITIONS THAT REQUIRED ADJUSTMENT TO ITS FINANCIAL STATEMENTS AS OF DECEMBER 31, 2024 AND 2023. THE SOCIETY'S INFORMATION RETURN FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATIONS BY TAXING AUTHORITIES FOR THE YEARS ENDING BEFORE DECEMBER 31, 2019, AND CURRENTLY, THERE ARE NO EXAMINATIONS IN PROCESS NOR HAS THE SOCIETY BEEN INFORMED OF ANY PENDING EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 248,635. INVESTMENT FEES NETTED AGAINST INVESTMENT REVENUE -5,069. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST REVENUE ON 990 248,635. INVESTMENT FEES NETTED AGAINST INVESTMENT REVENUE -5,069. FORM 990, PART VI, SECTION A, LINE 6 330 MEMBERS - ANNUAL MEETINGS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE INVITED TO AN ANNUAL MEETING WHERE TRUSTEES ARE ELECTED. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE AND FINANCE COMMITTEE REVIEWS THE SOCIETY'S TAX RETURNS AND MAKE RECOMENDATIONS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS, DIRECTORS AND OTHER RESPONSIBLE PERSONS SHALL DISCLOSE ANY CONFILICT OF INTEREST SO THEY CAN BE REFLECTED IN THE MEETING'S MINUTES. ANY MEMBER OR DIRECTOR NOT ATTENDING THE MEETING NOTIFIES THE MEETING'S CHAIR PRIOR TO THE MEETING SO IT CAN BE DISCLOSED. ANY PERSON WITH A CONFLICT SHALL NOT PARTICIPATE OR HEAR THE DISCUSSION ON THE MATTER OR ATTEMPT TO INFLUENCE THE MATTER. THE PERSON WITH A CONFLICT MAY NOT VOTE ON THE MATTER OR BE PRESENT DURING THE VOTE AND THE MINUTES SHALL REFLECT THIS MEMBER NOT VOTING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED AND APPROVED BY THE BOARD OF DIRECTORS. COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS FOR ALL EMPLOYEES FORM 990, PART VI, SECTION C, LINE 18 THE ORGNIZATION POSTS THE TAX RETURN ON GUIDESTAR'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR AUDITOR SELECTION PROCESS.