CANTERBURY SHAKER VILLAGE INC (EIN 237035275) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

DAVID E KATZ

Phone

6037839077

Tax Period

2024-04-01 to 2025-03-31

CANTERBURY SHAKER VILLAGE INC, founded in 1969, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 287% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.3M, a strong 76% operating margin.

Mission

CANTERBURY SHAKER VILLAGE, INC., IS A NATIONAL HISTORIC LANDMARK AND MUSEUM WITH 29 SHAKER BUILDINGS AND 694 ACRES OFFERING TOURS, PROGRAMS, EXHIBITS, AND EVENTS. CANTERBURY SHAKER VILLAGE PRESERVES AND INTERPRETS THE LEGACY OF THE SHAKERS, PROVIDING A PLACE FOR LEARNING, REFLECTION, AND RENEWAL OF THE HUMAN SPIRIT

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $6,700,155

Program Service Revenue $218,705

Investment Income $46,539

Other Revenue $30,698

TOTAL REVENUE $6,996,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $736,265

Fundraising Expenses $547,954

Program Expenses $910,693

Other Expenses $713,232

TOTAL EXPENSES $1,649,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,996,097	$1,808,716	+2.9%
Expenses	$1,649,876	$1,488,863	+0.1%
Net Income	$5,346,221	$319,853	+15.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$73,619

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID E KATZ	CHAIR	4.00	Officer Director	$0	$0	$0
SEAN LANDRY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN STRICKLER	VICE-CHAIR	4.00	Officer Director	$0	$0	$0
JAMES GARVIN	SECRETARY	2.00	Officer Director	$0	$0	$0
KATHLEEN BELKO	ASST. SECRET	2.00	Officer Director	$0	$0	$0
SUSAN MATORE-BAKER	TREASURER	2.00	Officer Director	$0	$0	$0
KARYN FINKELSON	ASST. TREASU	2.00	Officer Director	$0	$0	$0
JULIANA PHILLIPS	TRUSTEE	4.00	Director	$0	$0	$0
JEAN GINGIE NYE	TRUSTEE	2.00	Director	$0	$0	$0
RACHEL BAKER	TRUSTEE	1.00	Director	$0	$0	$0
MARK EDELSTEIN	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS EVELYN	TRUSTEE	1.00	Officer Director	$0	$0	$0
MICHAEL HUXTABLE	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS KAUCIC	TRUSTEE	1.00	Director	$0	$0	$0
NANCY LEE	TRUSTEE	1.00	Director	$0	$0	$0
KARINA LOCKE	TRUSTEE	1.00	Director	$0	$0	$0
JOHN OLD	TRUSTEE	1.00	Director	$1	$0	$1
KORY REYNOLDS	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE R STEFANY	TRUSTEE	1.00	Director	$0	$0	$0
ALLAN STEWART	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE YERDON	TRUSTEE	1.00	Director	$0	$0	$0
ERIN HAMMERSTEDT	EXECUTIVE DI	40.00	Officer	$73,619	$0	$73,619

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,996,097	$1,649,876	$9,003,465	$5,346,221
2024	$1,808,716	$1,488,863	$3,653,258	$319,853
2023	$1,301,114	$1,284,427	$3,176,938	$16,687
2022	$1,688,271	$1,219,642	$3,241,019	$468,629
2021	$1,138,648	$1,023,255	$2,744,632	$115,393
2021	$1,138,648	$1,023,255	$2,744,632	$115,393
2020	$1,188,988	$1,232,301	$2,302,437	$-43,313
2019	$1,091,687	$1,271,197	$3,935,668	$-179,510

CANTERBURY SHAKER VILLAGE INC