SHAKER HISTORICAL SOCIETY

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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

1947

Legal Domicile

Principal Officer

BRIANNA TRELEVEN

Tax Period

2024-01-01 to 2024-12-31

SHAKER HISTORICAL SOCIETY, founded in 1947, is a small nonprofit in the Arts, Culture & Humanities sector that reported $205K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $239K exceeded revenue, resulting in a 17% operating deficit.

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 Service Accomplishments

Program 1

Expenses: $167,697

IN 2024, WE WELCOMED OVER 500 VISITORS, 1,000 IN-PERSON PROGRAM AND TOUR ATTENDEES, AND NEARLY 300 K-12 AND HIGHER EDUCATION STUDENTS, A SIGNIFICANT INCREASE OVER 2023 THAT HAS STRENGTHENED...

IN 2024, WE WELCOMED OVER 500 VISITORS, 1,000 IN-PERSON PROGRAM AND TOUR ATTENDEES, AND NEARLY 300 K-12 AND HIGHER EDUCATION STUDENTS, A SIGNIFICANT INCREASE OVER 2023 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, OHIO AND THE SHAKER HEIGHTS PUBLIC LIBRARY TO PRESERVE AND SHARE LOCAL HISTORY.

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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 $180,686

Program Service Revenue $7,430

Investment Income $14,685

Other Revenue $2,041

TOTAL REVENUE $204,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,124

Fundraising Expenses $16,653

Program Expenses $167,697

Other Expenses $102,590

TOTAL EXPENSES $238,714

Year-over-Year Comparison

	2024	2023	Change
Revenue	$204,842	$164,039	+0.2%
Expenses	$238,714	$248,270	0.0%
Net Income	$-33,872	$-84,231	-0.6%

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

N/A

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

$62,344

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIANNA TRELEVEN	EXECUTIVE DI	40.00	Officer	$54,340	$8,004	$62,344
KEITH ARIAN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
SARAH DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
GEOFFREY DOERING	TRUSTEE	2.00	Director	$0	$0	$0
KEYYAH DOERING	TRUSTEE	2.00	Director	$0	$0	$0
BETH EDELSTEIN	TRUSTEE	2.00	Director	$0	$0	$0
LAVITA EWING	SECRETARY	2.00	Officer Director	$0	$0	$0
MEGHAN HAYS	AFFILIATE TR	2.00	Director	$0	$0	$0
YVONNE HORSTMAN	TRUSTEE	2.00	Director	$0	$0	$0
THEODORE DARDEN IV	TRUSTEE	2.00	Director	$0	$0	$0
JULIE KAUFMAN	TRUSTEE	2.00	Director	$0	$0	$0
KATHARYNE STARINSKY	VICE CHAIR	2.00	Officer Director	$0	$0	$0

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	No data	No data	No data	No data
2024	$204,842	$238,714	$662,807	$-33,872
2023	$164,039	$248,270	$606,348	$-84,231
2022	$112,985	$249,391	$607,149	$-136,406
2021	$214,989	$229,568	$826,064	$-14,579
2020	$127,594	$176,448	$818,533	$-48,854
2019	$471,311	$161,198	$784,796	$310,113
2018	$118,066	$124,959	$397,419	$-6,893