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Nonprofiteer
← SHAKERTOWN AT PLEASANT HILL KENTUCKY INC

Form 990 for tax year 2024

Filed by SHAKERTOWN AT PLEASANT HILL KENTUCKY INC.

Totals

Total revenue
$10,771,988
Total expenses
$8,586,515
Contributions and grants received
$4,390,269
Grants paid
$0
Program service revenue
$4,644,912
Investment income
$1,464,397
Other revenue
$272,410
Total assets, end of year
$24,372,407
Total liabilities, end of year
$1,271,840
Net assets or fund balances, end of year
$23,100,567
Program services expenses (Part IX)
$6,691,977
Management and general expenses
$1,659,611
Fundraising expenses
$234,927
Program service expenses (Part III)
$6,691,977

Program services were 77.9% 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

    $53,500

  • 1f · All other contributions, gifts and grants

    $4,336,769

  • 1g · Noncash contributions included above

    $116,847

  • 2a · Program service revenue: DINING

    total $1,854,246 · related or exempt $1,854,246

  • 2b · Program service revenue: LODGING

    total $1,412,293 · related or exempt $1,412,293

  • 2c · Program service revenue: MUSEUM

    total $701,930 · related or exempt $701,930

  • 2d · Program service revenue: CRAFT SHOP

    total $676,443 · related or exempt $676,443

  • 3 · Investment income

    total $294,645 · excluded $294,645

  • 6a · Gross rents

    real property $14,400

  • 6b · Less rental expenses

    real property $4,224

  • 6c · Rental income or loss

    real property $10,176

  • 6d · Net rental income or loss

    total $10,176 · excluded $10,176

  • 7a · Gross sales of assets other than inventory

    securities $7,888,600

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

    securities $6,718,848

  • 7c · Gain or loss

    securities $1,169,752

  • 7d · Net gain or loss

    total $1,169,752 · excluded $1,169,752

  • 8a · Fundraising events: gross income

    $278,722

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

    $53,500

  • 8b · Fundraising events: direct expenses

    $147,915

  • 8c · Net income from fundraising events

    total $130,807 · excluded $130,807

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $131,427 · excluded $131,427

  • 11e · Other revenue, total

    $131,427

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $257,682 · management and general $257,682

  • 7 · Other salaries and wages

    total $3,558,624 · program services $3,023,780 · management and general $399,231 · fundraising $135,613

  • 8 · Pension plan contributions

    total $102,901 · program services $76,213 · management and general $22,782 · fundraising $3,906

  • 9 · Other employee benefits

    total $284,017 · program services $220,309 · management and general $53,857 · fundraising $9,851

  • 10 · Payroll taxes

    total $301,097 · program services $247,062 · management and general $44,044 · fundraising $9,991

  • 11b · Fees: legal

    total $34,773 · management and general $34,773

  • 11c · Fees: accounting

    total $84,042 · management and general $84,042

  • 11f · Fees: investment management

    total $63,012 · management and general $63,012

  • 11g · Fees: other

    total $97,934 · program services $62,451 · management and general $35,483

  • 12 · Advertising and promotion

    total $99,681 · management and general $96,811 · fundraising $2,870

  • 13 · Office expenses

    total $32,033 · management and general $14,024 · fundraising $18,009

  • 16 · Occupancy

    total $355,407 · program services $295,978 · management and general $59,429

  • 17 · Travel

    total $3,844 · program services $2,546 · management and general $1,298

  • 20 · Interest

    total $25,909 · management and general $25,683 · fundraising $226

  • 22 · Depreciation, depletion and amortization

    total $794,450 · program services $794,450

  • 23 · Insurance

    total $214,264 · program services $15,825 · management and general $197,752 · fundraising $687

  • 24a · Other expenses: DINING COST OF SALES

    total $558,479 · program services $558,479

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $428,883 · program services $313,287 · management and general $115,596

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

    total $361,386 · program services $361,386

  • 24d · Other expenses: SUPPLIES

    total $325,646 · program services $292,888 · management and general $21,815 · fundraising $10,943

  • 24e · All other expenses

    total $602,451 · program services $427,323 · management and general $132,297 · fundraising $42,831

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $278,627 · end of year $233,102

  • 2 · Savings and temporary cash investments

    beginning of year $7,736 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $27,500 · end of year $27,500

  • 4 · Accounts receivable

    beginning of year $47,967 · end of year $1,666

  • 7 · Other notes and loans receivable

    beginning of year $12,864 · end of year $17,749

  • 8 · Inventories for sale or use

    beginning of year $404,477 · end of year $392,202

  • 9 · Prepaid expenses and deferred charges

    beginning of year $141,946 · end of year $157,962

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

    $29,039,179

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

    $21,387,027

  • 10c · Land, buildings and equipment, net

    beginning of year $8,204,075 · end of year $7,652,152

  • 11 · Investments: publicly traded securities

    beginning of year $12,849,004 · end of year $15,890,074

  • 17 · Accounts payable and accrued expenses

    beginning of year $166,632 · end of year $196,260

  • 25 · Other liabilities

    beginning of year $600,714 · end of year $1,075,580

  • 27 · Net assets without donor restrictions

    beginning of year $7,029,879 · end of year $5,883,300

  • 28 · Net assets with donor restrictions

    beginning of year $14,176,971 · end of year $17,217,267

Mission and programs · 2024

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 $2,853,665 · Revenue $701,930

  • 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 $2,240,821 · Revenue $1,854,246

  • 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 $964,110 · Revenue $1,412,293

  • 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 $633,381 · Revenue $676,443

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Gigliotti

    PRESIDENT/CEO - RETIRED NOV 2024

    Total calculated
    $142,018
    From this org
    $131,655
    From related orgs
    $0
    Other
    $10,363
    Hours/week
    40

  • Billy Rankin

    PRESIDENT/CEO

    Total calculated
    $115,663
    From this org
    $106,805
    From related orgs
    $0
    Other
    $8,858
    Hours/week
    40

  • Ann B Bakhaus

    CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Ellen G Chapman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.5

  • Stephen L Grossman

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Larry A Sykes

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Bates

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Leonard S Coleman Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Rose Cooper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Leigh A Delair MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Ann Evans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Carol Farmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Louise Gardner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Stephen Gray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Robert W Griffith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Walter L Gross III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Rory Harris

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Donna Heitzman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • G Watts Humphrey Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Randy Kemper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Lois Mateus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • David L Morgan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Maegan F Nicholson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • John A Roush

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Russell H Saunders

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • R Ted Steinbock MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Caroll D Stevens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Holly B Wiedemann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Jane Winegardner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

  • Eric J Zabilka

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.15

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.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 October 2025
IRS schema version
2024v5.2
Source object
202542939349300824

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