Shaker Heritage Society
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 170,607 | 186,725 | −16,118 | 27.4 | 31% |
| 2012 | 255,659 | 205,428 | 50,231 | 29.8 | 47% |
| 2013 | 198,143 | 200,692 | −2,549 | 32.8 | 52% |
| 2014 | 316,602 | 308,127 | 8,475 | 21.9 | 36% |
| 2015 | 432,895 | 245,691 | 187,204 | 41.4 | 44% |
| 2016 | 217,122 | 255,921 | −38,799 | 38.9 | 43% |
| 2017 | 215,151 | 249,064 | −33,913 | 40.5 | 42% |
| 2018 | 234,686 | 294,950 | −60,264 | 30.8 | 38% |
| 2019 | 231,246 | 309,082 | −77,836 | 28.2 | 41% |
| 2020 | 198,179 | 249,417 | −51,238 | 35.3 | 47% |
| 2021 | 304,054 | 342,466 | −38,412 | 26.3 | 36% |
| 2022 | 476,656 | 335,837 | 140,819 | 29.8 | 41% |
| 2023 | 424,743 | 381,210 | 43,533 | 28.9 | 41% |
In its most recent public year (2023), this organization brought in $43,533 more than it spent. Its reserves stood at about 28.9 months of spending, up from 27.4 in 2011. Staff pay was 41% of spending. $231,324 of its net assets are donor-restricted.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
Shaker Heritage Society's IRS filings as a feed — one entry per filing year, through 2023. Add the address to any feed reader; in Slack, send /feed subscribe with it (pasting the link alone won't subscribe). How this feed works