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Nonprofiteer
← SHAKERTOWN AT PLEASANT HILL KENTUCKY INC

Form 990 for tax year 2022

Filed by SHAKERTOWN AT PLEASANT HILL KENTUCKY INC.

Totals

Total revenue
$9,366,907
Total expenses
$8,811,487
Contributions and grants received
$3,514,132
Grants paid
$0
Program service revenue
$4,606,791
Investment income
$913,322
Other revenue
$332,662
Total assets, end of year
$22,153,571
Total liabilities, end of year
$1,632,824
Net assets or fund balances, end of year
$20,520,747
Program services expenses (Part IX)
$6,339,485
Management and general expenses
$2,144,064
Fundraising expenses
$327,938
Program service expenses (Part III)
$6,339,485

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $194,300

  • 1e · Government grants (contributions)

    $1,261,853

  • 1f · All other contributions, gifts and grants

    $2,057,979

  • 1g · Noncash contributions included above

    $117,803

  • 2a · Program service revenue: DINING

    total $1,672,304 · related or exempt $1,672,304

  • 2b · Program service revenue: LODGING

    total $1,564,682 · related or exempt $1,564,682

  • 2c · Program service revenue: CRAFT SHOP

    total $753,696 · related or exempt $753,696

  • 2d · Program service revenue: MUSEUM

    total $616,109 · related or exempt $616,109

  • 3 · Investment income

    total $260,073 · excluded $260,073

  • 6a · Gross rents

    real property $56,773

  • 6b · Less rental expenses

    real property $9,471

  • 6c · Rental income or loss

    real property $47,302

  • 6d · Net rental income or loss

    total $47,302 · excluded $47,302

  • 7a · Gross sales of assets other than inventory

    securities $2,933,792

  • 7b · Less cost or other basis and sales expenses

    securities $2,280,543

  • 7c · Gain or loss

    securities $653,249

  • 7d · Net gain or loss

    total $653,249 · excluded $653,249

  • 8a · Fundraising events: gross income

    $72,700

  • 8a · Fundraising events: contributions included on line 1c

    $194,300

  • 8b · Fundraising events: direct expenses

    $122,915

  • 8c · Net income from fundraising events

    total -$50,215 · excluded -$50,215

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $335,575 · excluded $335,575

  • 11e · Other revenue, total

    $335,575

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $856,335 · management and general $856,335

  • 7 · Other salaries and wages

    total $3,478,322 · program services $2,816,972 · management and general $449,029 · fundraising $212,321

  • 8 · Pension plan contributions

    total $94,129 · program services $70,419 · management and general $15,062 · fundraising $8,648

  • 9 · Other employee benefits

    total $248,770 · program services $224,989 · management and general $11,123 · fundraising $12,658

  • 10 · Payroll taxes

    total $326,385 · program services $228,342 · management and general $82,375 · fundraising $15,668

  • 11b · Fees: legal

    total $4,962 · management and general $4,962

  • 11c · Fees: accounting

    total $25,825 · management and general $25,825

  • 11f · Fees: investment management

    total $53,569 · management and general $53,569

  • 11g · Fees: other

    total $59,879 · management and general $59,879

  • 12 · Advertising and promotion

    total $86,455 · management and general $83,726 · fundraising $2,729

  • 13 · Office expenses

    total $33,035 · management and general $17,110 · fundraising $15,925

  • 16 · Occupancy

    total $370,934 · program services $307,384 · management and general $63,550

  • 17 · Travel

    total $5,911 · program services $3,774 · management and general $2,137

  • 20 · Interest

    total $45,897 · management and general $45,897

  • 22 · Depreciation, depletion and amortization

    total $787,728 · program services $787,728

  • 23 · Insurance

    total $192,663 · program services $47,897 · management and general $143,405 · fundraising $1,361

  • 24a · Other expenses: DINING COST OF SALES

    total $596,433 · program services $596,433

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $418,028 · program services $268,599 · management and general $149,429

  • 24c · Other expenses: CRAFT SHOP COST OF SALE

    total $380,042 · program services $380,042

  • 24d · Other expenses: DUES & FEES

    total $261,471 · program services $197,069 · management and general $25,812 · fundraising $38,590

  • 24e · All other expenses

    total $484,714 · program services $409,837 · management and general $54,839 · fundraising $20,038

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $210,683 · end of year $583,800

  • 2 · Savings and temporary cash investments

    beginning of year $8,904 · end of year $7,736

  • 3 · Pledges and grants receivable

    beginning of year $341,732 · end of year $214,832

  • 4 · Accounts receivable

    beginning of year $9,026 · end of year $1,193,966

  • 7 · Other notes and loans receivable

    beginning of year $2,567 · end of year $13,988

  • 8 · Inventories for sale or use

    beginning of year $310,528 · end of year $386,499

  • 9 · Prepaid expenses and deferred charges

    beginning of year $138,145 · end of year $72,637

  • 10a · Land, buildings and equipment: cost or other basis

    $28,171,730

  • 10b · Land, buildings and equipment: accumulated depreciation

    $19,706,674

  • 10c · Land, buildings and equipment, net

    beginning of year $8,168,447 · end of year $8,465,056

  • 11 · Investments: publicly traded securities

    beginning of year $14,249,131 · end of year $11,215,057

  • 17 · Accounts payable and accrued expenses

    beginning of year $142,848 · end of year $141,507

  • 25 · Other liabilities

    beginning of year $1,419,977 · end of year $1,491,317

  • 27 · Net assets without donor restrictions

    beginning of year $8,961,296 · end of year $8,423,175

  • 28 · Net assets with donor restrictions

    beginning of year $12,915,042 · end of year $12,097,572

Mission and programs · 2022

Mission

SHAKER VILLAGE IS ON A MISSION TO INSPIRE GENERATIONS THROUGH DISCOVERY BY SHARING THE LEGACIES OF THE KENTUCKY SHAKERS.

Activities or mission (Part I)

TO PRESERVE AND INTERPRET THE SITE OF THE SHAKER COMMUNITY THAT WAS ESTABLISHED AT PLEASANT HILL, KENTUCKY IN 1805 AND DESIGNATED AS A NATIONAL HISTORIC LANDMARK IN 1971.

  • PROGRAM/PRESERVATION: SHAKER VILLAGE MAINTAINS AND PRESERVES 34 ORIGINAL HISTORIC STRUCTURES AND 3,000 ACRES OF LAND THAT WAS SETTLED IN 1805 BY MEMBERS OF THE UNITED SOCIETY OF BELIEVERS IN CHRIST'S SECOND APPEARING, THE GROUP MORE COMMONLY KNOWN AS THE SHAKERS. THE SITE IS THE LARGEST SUCH SITE IN AMERICA AND IS ONE OF THE MOST EXTENSIVE INTACT EXAMPLES POSSESSING A HIGH DEGREE OF INTEGRITY EVEN TO THIS DAY. THE BUILDINGS THAT HAVE BEEN PRESERVED ARE CONSIDERED TO BE EXQUISITE EXAMPLES OF THE HARMONIOUS RELATIONSHIP BETWEEN FUNCTIONAL ARCHITECTURE AND A BEAUTIFUL ROLLING LANDSCAPE. THIS IS ESPECIALLY IMPORTANT CONSIDERING THE FACT THAT THE BUILDINGS WERE ALL DESIGNED AND BUILT BY UNEDUCATED YET VERY SKILLED CRAFTSMEN USING RUDIMENTARY, HANDMADE TOOLS. SHAKER VILLAGE CONDUCTS A VARIETY OF ACTIVITIES AND PROGRAMS DESIGNED TO HELP EDUCATE THE PUBLIC ON THE LIVES OF THE INDIVIDUALS WHO SETTLED THIS COMMUNITY WITH A FOCUS ON THE IMPACT THEIR CONTRIBUTIONS MADE TO THE DEVELOPMENT OF THE AMERICAN FRONTIER. THE SITE IS CONSIDERED ONE OF THE COUNTRY'S FINEST HISTORIC OUTDOOR EDUCATIONAL SITES BECAUSE OF THE INTERPRETATION PROGRAM THAT IS FOCUSED ON THE SOCIAL, ENTREPRENEURIAL AND FAMILIAL RELATIONSHIPS THAT MADE THIS COMMUNITY IMPORTANT TO AMERICA'S DEVELOPMENT.

    Expenses $3,207,554 · Revenue $616,109

  • DINING SERVICES: SHAKER VILLAGE FEATURES A DINING EXPERIENCE THAT IS WELL KNOWN FOR FRIENDLY SERVICE AND SHAKER-INSPIRED RECIPES. DINING ON THE PROPERTY IS CONSIDERED TO BE A VITAL COMPONENT OF THE EDUCATIONAL EXPERIENCE OF OUR GUESTS. FEATURED DISHES INCLUDE LOCALLY GROWN VEGETABLES, FRUITS, AND MEATS. THE DINING SERVICE MAINTAINS AND INTERPRETS A LARGE GARDEN LOCATED JUST OUTSIDE OF THE DINING FACILITY. THE GARDEN PRODUCE IS USED TO CREATE MANY OF THE DISHES FEATURED IN THE DINING ROOM. THROUGH THIS ACTIVITY SHAKER VILLAGE IS BETTER ABLE TO INTERPRET THE SUSTAINABILITY ASPECTS OF THE SHAKER LIFESTYLE.

    Expenses $1,738,581 · Revenue $1,672,304

  • LODGING: GUESTS AT SHAKER VILLAGE MAY ALSO TAKE ADVANTAGE OF A UNIQUE OPPORTUNITY TO LODGE WITHIN THE HISTORIC BUILDINGS. ROOMS HAVE BEEN DECORATED IN A MINIMALIST FASHION TO FEATURE SHAKER-DESIGNED FURNITURE AND TO OFFER THE SAME PEACEFUL ATMOSPHERE THAT MANY OF THE ORIGINAL SHAKER JOURNALS DOCUMENT. OUR GOAL IS TO PROVIDE EXPERIENCES TO OUR GUESTS THAT HELP THEM FULLY UNDERSTAND THE SHAKER LIFE AND THE RELEVANCY THAT EXPERIENCE STILL HOLDS TODAY.

    Expenses $740,613 · Revenue $1,564,682

  • CRAFT SALES: TRADITIONAL CRAFTS ARE AN IMPORTANT COMPONENT TO THE EXPERIENCE AT SHAKER VILLAGE. GUESTS MAY ENGAGE WITH INTERPRETERS TO MAKE BOXES, BROOMS, BARRELS, AND BASKETS AS WELL AS RUGS, INTRICATE WEAVINGS, AND OTHER FIBER ARTS ITEMS. THIS IS IMPORTANT TO OUR EDUCATIONAL INITIATIVES BUT WE HAVE ALSO BEEN ABLE TO OFFER THE GUESTS THE OPPORTUNITY TO PURCHASE THESE ITEMS THROUGH OUR CRAFT STORES. IN ADDITION, THE STORES OFFER A VARIETY OF TRADITIONAL KENTUCKY CRAFT ITEMS ALONG WITH A FINE SELECTION OF BOOKS ON SHAKER, AMERICAN, AND KENTUCKY HISTORY. THE SALE OF THESE ITEMS SUPPORTS THE VILLAGE'S ON-GOING EDUCATIONAL PROGRAMS AND IS AN IMPORTANT AVENUE FOR DEEPENING THE UNDERSTANDING OF OUR GUESTS TO THE HISTORY OF SITE AND THE SHAKER COMMUNITY.

    Expenses $652,737 · Revenue $753,696

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Maynard Crossland

    PRESIDENT/CEO

    Total calculated
    $189,171
    From this org
    $171,595
    From related orgs
    $0
    Other
    $17,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,595
    Bonus
    $0
    Other
    $0
    Deferred
    $8,750
    Nontaxable benefits
    $8,826
    Filer's total
    $189,171

  • Robert Gigliotti

    CHIEF OPERATING OFFICER

    Total calculated
    $173,422
    From this org
    $137,430
    From related orgs
    $0
    Other
    $35,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,430
    Bonus
    $0
    Other
    $0
    Deferred
    $8,000
    Nontaxable benefits
    $27,992
    Filer's total
    $173,422

  • William Updike

    VP OF NATURAL & CULTURAL RESOURCE MA

    Total calculated
    $135,173
    From this org
    $113,871
    From related orgs
    $0
    Other
    $21,302
    Hours/week
    40

  • Barry Stumbo

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $129,322
    From this org
    $114,756
    From related orgs
    $0
    Other
    $14,566
    Hours/week
    40

  • Nina Seigle

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $117,247
    From this org
    $92,728
    From related orgs
    $0
    Other
    $24,519
    Hours/week
    40

  • Billy Rankin

    VP OF PUBLIC PROGRAMMING & MARKETING

    Total calculated
    $112,961
    From this org
    $98,822
    From related orgs
    $0
    Other
    $14,139
    Hours/week
    40

  • Ann B Bakhaus

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4

  • Ellen G Chapman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Stephen L Grossman

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Larry A Sykes

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • G Watts Humphrey Jr

    CHAIRMAN EMERITUS

    Total calculated
    $0
    Hours/week
    2

  • David Bates

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Harriet Dupree Bradley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert N Clay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leonard S Coleman Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rose Cooper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leigh A Delair MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carol Farmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stephen Gray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert W Griffith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Walter L Gross III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Donna S Hall

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rory Harris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Randy Kemper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John H Kerr III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • David L Morgan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Maegan F Nicholson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Michelle Primm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Roush

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • Russell H Saunders

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • R Ted Steinbock MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Caroll D Stevens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Holly B Wiedemann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Jane Winegardner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Eric J Zabilka

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
16 October 2023
IRS schema version
2022v5.0
Source object
202312939349301811

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