SHAKERTOWN AT PLEASANT HILL KENTUCKY INC

EIN: 610592561 501(c)(3) Arts, Culture & Humanities

HARRODSBURG, KY

Total Revenue
$7,633,920
Total Expenses
$8,589,343
Total Assets
$21,974,196
Net Assets
$21,206,850
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1961
Legal Domicile
KY
Principal Officer
ROBERT GIGLIOTTI
Phone
8597341564
Tax Period
2023-04-01 to 2024-03-31

SHAKERTOWN AT PLEASANT HILL KENTUCKY INC, founded in 1961, is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.6M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $8.6M exceeded revenue, resulting in a 13% operating deficit.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $3,374,990 Revenue: $718,734

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...

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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.

Program 2
Expenses: $1,680,444 Revenue: $1,634,829

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...

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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.

Program 3
Expenses: $679,703 Revenue: $1,447,439

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...

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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.

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Trantor Score

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,118,651
Program Service Revenue $4,501,751
Investment Income $844,626
Other Revenue $168,892
TOTAL REVENUE $7,633,920

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,605,990
Fundraising Expenses $267,655
Program Expenses $6,342,753
Other Expenses $3,983,353
TOTAL EXPENSES $8,589,343

Year-over-Year Comparison

2023 2022 Change
Revenue $7,633,920 $9,366,907 -0.2%
Expenses $8,589,343 $8,811,487 0.0%
Net Income $-955,423 $555,420 -2.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
28
Independent Members
28
Employees
245
Volunteers
150

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
6
$735,820
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ANN B BAKHAUS CHAIR 1.50
Director
$0 $0 $0
ELLEN G CHAPMAN VICE CHAIR 1.50
Director
$0 $0 $0
STEPHEN L GROSSMAN TREASURER 0.50
Director
$0 $0 $0
LARRY A SYKES SECRETARY 1.00
Director
$0 $0 $0
G WATTS HUMPHREY JR CHAIR EMERITUS 0.15
Director
$0 $0 $0
DAVID BATES TRUSTEE 0.15
Director
$0 $0 $0
LEONARD S COLEMAN JR TRUSTEE 0.15
Director
$0 $0 $0
ROSE COOPER TRUSTEE 0.25
Director
$0 $0 $0
LEIGH A DELAIR MD TRUSTEE 0.15
Director
$0 $0 $0
CAROL FARMER TRUSTEE 0.15
Director
$0 $0 $0
STEPHEN GRAY TRUSTEE 0.25
Director
$0 $0 $0
ROBERT W GRIFFITH TRUSTEE 1.00
Director
$0 $0 $0
WALTER L GROSS III TRUSTEE 0.15
Director
$0 $0 $0
DONNA S HALL TRUSTEE 0.15
Director
$0 $0 $0
RORY HARRIS TRUSTEE 0.15
Director
$0 $0 $0
RANDY KEMPER TRUSTEE 0.15
Director
$0 $0 $0
JOHN H KERR III TRUSTEE 0.15
Director
$0 $0 $0
DAVID L MORGAN TRUSTEE 0.15
Director
$0 $0 $0
MAEGAN F NICHOLSON TRUSTEE 0.15
Director
$0 $0 $0
JOHN A ROUSH TRUSTEE 0.15
Director
$0 $0 $0
RUSSELL H SAUNDERS TRUSTEE 0.15
Director
$0 $0 $0
R TED STEINBOCK MD TRUSTEE 0.15
Director
$0 $0 $0
CAROLL D STEVENS TRUSTEE 0.15
Director
$0 $0 $0
HOLLY B WIEDEMANN TRUSTEE 0.25
Director
$0 $0 $0
JANE WINEGARDNER TRUSTEE 0.25
Director
$0 $0 $0
ERIC J ZABILKA TRUSTEE 0.50
Director
$0 $0 $0
DONNA HEITZMAN TRUSTEE 0.25
Director
$0 $0 $0
HARRIETT DUPREE BRADLEY TRUSTEE 0.20
Director
$0 $0 $0
MAYNARD CROSSLAND PRESIDENT/CEO 40.00
Officer
$87,479 $6,806 $94,285
ROBERT GIGLIOTTI PRESIDENT/CEO 40.00
Officer
$166,829 $12,306 $179,135
WILLIAM UPDIKE VP OF NATURAL & CULTURAL RESOURCE MANAGEMENT 40.00
Officer
$93,706 $7,887 $101,593
BARRY STUMBO CHIEF DEVELOPMENT OFFICER 40.00
Officer
$118,678 $9,882 $128,560
NINA SEIGLE CHIEF HUMAN RESOURCES OFFICER 40.00
Officer
$106,860 $9,263 $116,123
BILLY RANKIN VP OF PUBLIC PROGRAMMING & MARKETING 40.00
Officer
$106,910 $9,214 $116,124
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 $7,633,920 $8,589,343 $21,974,196 $-955,423
2023 $9,366,907 $8,811,487 $22,153,571 $555,420
2022 $8,870,243 $8,493,094 $23,439,163 $377,149
2021 $6,153,250 $6,871,587 $23,831,694 $-718,337
2019 $7,511,031 $7,255,616 $22,545,686 $255,415
2018 $10,774,062 $7,972,689 $22,220,276 $2,801,373
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