Nonprofit · EIN 34-1048062
SHAKER HISTORICAL SOCIETY
Tax-exempt · CLEVELAND, OH 44120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $147,256 | $263,711 | -$116,455 | $631,593 | $3,260 | $628,333 |
| December 31, 2024 | 990 | $204,842 | $238,714 | -$33,872 | $662,807 | $2,751 | $660,056 |
| December 31, 2023 | 990 | $164,039 | $248,270 | -$84,231 | $606,348 | $5,699 | $600,649 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $126,242
- of which government grants
- $99,995
- Program service revenue
- $10,434
- Investment income
- $12,644
- Net gain from sales of assets
- $3,032
- Net income from fundraising events
- -$2,064
- Other revenue
- -$2,064
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $65,168
- Other salaries and wages
- $83,108
- Salaries, compensation and benefits (total)
- $159,219
- Professional fundraising fees
- $0
- Accounting fees
- $7,698
- Occupancy
- $58,941
- Depreciation
- $7,473
- Program services (functional)
- $187,310
- Management and general (functional)
- $59,577
- Fundraising (functional)
- $16,824
Balance sheet and other
- Total assets, start of year
- $662,807
- Total assets, end of year
- $631,593
- Total liabilities, end of year
- $3,260
- Net assets, end of year
- $628,333
- Land, buildings and equipment
- $50,812
- Publicly traded securities
- $476,291
- Net assets without donor restrictions
- $309,329
- Net assets with donor restrictions
- $319,004
- Gross receipts
- $240,668
- Employees
- 6
- Year formed
- 1947
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIANNA TRELEVEN | EXECUTIVE DI Officer | 40 | $56,668 |
| KEITH ARIAN | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| BRUCE CUTLER | TREASURER Trustee or director, Officer | 2 | $0 |
| GEOFFREY DOERING | PRESIDENT Trustee or director, Officer | 2 | $0 |
| KEYYAH DOERING | TRUSTEE Trustee or director | 2 | $0 |
| BETH EDELSTEIN | TRUSTEE Trustee or director | 2 | $0 |
| LAVITA EWING | SECRETARY Trustee or director, Officer | 2 | $0 |
| MEGHAN HAYS | AFFILIATE TR Trustee or director | 2 | $0 |
| JULIE KAUFMAN | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIANNA TRELEVEN | EXECUTIVE DI Officer | 40 | $54,340 | $8,004 |
| KEITH ARIAN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| SARAH DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEOFFREY DOERING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KEYYAH DOERING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| BETH EDELSTEIN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LAVITA EWING | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MEGHAN HAYS | AFFILIATE TR Trustee or director | 2 | $0 | $0 |
| YVONNE HORSTMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THEODORE DARDEN IV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JULIE KAUFMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHARYNE STARINSKY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRIANNA TRELEVEN | EXECUTIVE DI Officer | 40 | $45,000 | $9,068 |
| KEITH ARIAN | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KAY CARSON | AFFILIATE TR Trustee or director | 2 | $0 | $0 |
| BRUCE CULTER | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SARAH DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GEOFFREY DOERING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KEYYAH DOERING | TRUSTEE Trustee or director | 2 | $0 | $0 |
| LAVITA EWING | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MEGHAN HAYS | AFFILIATE TR Trustee or director | 2 | $0 | $0 |
| YVONNE HORSTMAN | TRUSTEE Trustee or director | 2 | $0 | $0 |
| THEODORE DARDEN IV | TRUSTEE Trustee or director | 2 | $0 | $0 |
| HAZEL SMITH | TRUSTEE Trustee or director | 2 | $0 | $0 |
| KATHARYNE STARINSKY | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BEN TURSHEN | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 16740 S PARK BLVD, CLEVELAND, OH 44120-1641
- Principal officer (990 for 2025)
- BRIANNA TRELEVEN
- Signed the 990
- BRIANNA TRELEVEN, EXECUTIVE DIRECTOR
- Website
- WWW.SHAKERHISTORY.ORG
- Return prepared by
- BEATREZ & COMPANY CPAS
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.
Program accomplishments
- IN 2025, WE WELCOMED NEARLY 500 VISITORS, 1,000 IN-PERSON PROGRAM AND TOUR ATTENDEES, AND 400 K-12 AND HIGHER EDUCATION STUDENTS, A SIGNIFICANT INCREASE OVER 2024 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 AND THE SHAKER HEIGHTS PUBLIC LIBRARY TO PRESERVE AND SHARE LOCAL HISTORY.Expenses $187,310
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1048062
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A82Z)
- Assets (IRS master file)
- $631,593
- Income (IRS master file)
- $240,668
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $147,256 | $263,711 | $631,593 | IRS |
| 990 | December 2024 | $204,842 | $238,714 | $662,807 | XML |
| 990 | December 2023 | $164,039 | $248,270 | $606,348 | XML |
| 990 | December 2022 | $112,985 | $249,391 | $607,149 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-1048062).
Questions about SHAKER HISTORICAL SOCIETY
- What is the EIN of SHAKER HISTORICAL SOCIETY?
- The employer identification number (EIN) of SHAKER HISTORICAL SOCIETY is 34-1048062.
- Is SHAKER HISTORICAL SOCIETY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
- Are donations to SHAKER HISTORICAL SOCIETY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHAKER HISTORICAL SOCIETY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHAKER HISTORICAL SOCIETY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHAKER HISTORICAL SOCIETY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SHAKER HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 names BRIANNA TRELEVEN.
- Who are the officers and directors of SHAKER HISTORICAL SOCIETY?
- The 990 for the year ended December 31, 2025 lists 9 people; 1 received compensation from the organization, the highest $56,668 (BRIANNA TRELEVEN, EXECUTIVE DI).
- How much revenue does SHAKER HISTORICAL SOCIETY have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $147,256, expenses of $263,711 and total assets of $631,593 at year end.
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