SHAKERTOWN AT PLEASANT HILL KENTUCKY INC (EIN 610592561) - 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

1961

Legal Domicile

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

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.

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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 (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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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

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

$735,820

Total Directors

Key Employees

Highest Compensated

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

SHAKERTOWN AT PLEASANT HILL KENTUCKY INC