Civic Intelligence

Chosen Vale Inc Enfield Shaker Museum

EIN 02-0427596 • 501(c)3 • Enfield, NH

Profile

The mission of the Enfield Shaker Museum, an educational institution, is to preserve and share its historical structures, landscape, and Shaker cultural heritage with our multi-generational visitors, members, and the global community.

447 NH Route 4AEnfield, NH 03748

www.shakermuseum.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

20th percentile

0.01x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.04x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$6,333,663

Up $611,905 (+11%) from 2023

Liabilities

Up

$61,323

Up $33,676 (+122%) from 2023

Net Assets

Up

$6,272,340

Up $578,229 (+10%) from 2023

Revenue

Down

$1,415,955

Down $1,252,352 (-47%) from 2023

Expenses

Up

$837,732

Up $186,232 (+29%) from 2023

Net Income

Down

$578,223

Down $1,438,584 (-71%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,379,731Liabilities 2011: $67,868Net Assets 2011: $1,311,8632011Assets 2012: $1,378,811Liabilities 2012: $26,443Net Assets 2012: $1,352,3682012Assets 2013: $1,476,443Liabilities 2013: $36,764Net Assets 2013: $1,439,6792013Assets 2014: $1,804,450Liabilities 2014: $124,182Net Assets 2014: $1,680,2682014Assets 2015: $2,239,851Liabilities 2015: $105,694Net Assets 2015: $2,134,1572015Assets 2016: $2,463,053Liabilities 2016: $95,682Net Assets 2016: $2,367,3712016Assets 2017: $2,619,797Liabilities 2017: $95,965Net Assets 2017: $2,523,8322017Assets 2018: $2,729,161Liabilities 2018: $53,480Net Assets 2018: $2,675,6812018Assets 2019: $2,959,244Liabilities 2019: $102,645Net Assets 2019: $2,856,5992019Assets 2020: $3,104,548Liabilities 2020: $126,135Net Assets 2020: $2,978,4132020Assets 2021: $3,466,183Liabilities 2021: $18,848Net Assets 2021: $3,447,3352021Assets 2022: $3,720,059Liabilities 2022: $42,755Net Assets 2022: $3,677,3042022Assets 2023: $5,721,758Liabilities 2023: $27,647Net Assets 2023: $5,694,1112023Assets 2024: $6,333,663Liabilities 2024: $61,323Net Assets 2024: $6,272,3402024

Highlighted filing

2024

Assets$6,333,663
Liabilities$61,323
Net Assets$6,272,340

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2011: $421,7422011Expenses 2012: $323,5732012Revenue 2013: $448,408Expenses 2013: $364,929Net Income 2013: $83,4792013Revenue 2014: $660,504Expenses 2014: $419,416Net Income 2014: $241,0882014Revenue 2015: $838,505Expenses 2015: $397,306Net Income 2015: $441,1992015Revenue 2016: $662,244Expenses 2016: $358,786Net Income 2016: $303,4582016Revenue 2017: $636,664Expenses 2017: $480,204Net Income 2017: $156,4602017Revenue 2018: $621,081Expenses 2018: $467,450Net Income 2018: $153,6312018Revenue 2019: $822,155Expenses 2019: $643,096Net Income 2019: $179,0592019Revenue 2020: $666,085Expenses 2020: $542,682Net Income 2020: $123,4032020Revenue 2021: $1,051,971Expenses 2021: $583,049Net Income 2021: $468,9222021Revenue 2022: $843,310Expenses 2022: $613,341Net Income 2022: $229,9692022Revenue 2023: $2,668,307Expenses 2023: $651,500Net Income 2023: $2,016,8072023Revenue 2024: $1,415,955Expenses 2024: $837,732Net Income 2024: $578,2232024

Highlighted filing

2024

Revenue$1,415,955
Expenses$837,732
Net Income$578,223

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.06$6.27$1.42$0.84$0.58
2023Detailed filing. Detailed filing data is available for this year.$5.72$0.03$5.69$2.67$0.65$2.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.04$3.68$0.84$0.61$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.02$3.45$1.05$0.58$0.47
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.13$2.98$0.67$0.54$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.10$2.86$0.82$0.64$0.18
2018Summary only. Only limited summary data is available for this year.$2.73$0.05$2.68$0.62$0.47$0.15
2017Summary only. Only limited summary data is available for this year.$2.62$0.10$2.52$0.64$0.48$0.16
2016Summary only. Only limited summary data is available for this year.$2.46$0.10$2.37$0.66$0.36$0.30
2015Summary only. Only limited summary data is available for this year.$2.24$0.11$2.13$0.84$0.40$0.44
2014Summary only. Only limited summary data is available for this year.$1.80$0.12$1.68$0.66$0.42$0.24
2013Summary only. Only limited summary data is available for this year.$1.48$0.04$1.44$0.45$0.36$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.03$1.35$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.07$1.31$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 29, 2025
Return Version
2023v6.0
Gross Receipts
$1,561,324
Mission and Program Overview

Mission

The mission of the Enfield Shaker Museum, an educational institution, is to preserve and share its historical structures, landscape, and Shaker cultural heritage with our multi-generational visitors, members, and the global community.

Chosen Vale, Inc. d/b/a Enfield Shaker Museum is a nonprofit membership organization dedicated to interpreting and preserving the history of the Enfield, NH, Shaker community. Since opening in 1986, the Museum, comprising 14 extant Shaker buildings, three post Shaker buildings and two cemeteries on 60 acres of land and utilizing acres of adjacent conservation land, has continued to innovate, develop, and offer educational exhibitions and programs designed to invite active participation in learning about the extraordinary people who once lived and worked here and learning about how to apply the Shakers' legacy to contemporary life. Since its founding, the Museum has provided year-round educational opportunities for lifelong learning. Self-guided and interpreter-led tours provide visitors with a rich overview of the Shakers' daily lives through the exploration of the historic built environment and changing topical exhibitions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,335,747$5,842,791▲ $507,044
Rtn Earn Endowment Incm Other Fnds$2,016,808$578,228▼ $1,438,580
Savings and Temporary Cash Investments$202,795$392,488▲ $189,693
Pledges and Grants Receivable$153,640$79,580▼ $74,060
Cash and Non-Interest-Bearing Accounts$20,809$15,801▼ $5,008
Accounts Receivable$5,404$2,400▼ $3,004
Inventories for Sale or Use$3,363$603▼ $2,760
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,721,758$6,333,663▲ $611,905
Liabilities
Unsecured Notes Loans Payable-$36,000-
Accounts Payable and Accrued Expenses$22,884$19,028▼ $3,856
Other Liabilities$4,763$6,295▲ $1,532
Total Liabilities$27,647$61,323▲ $33,676
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,694,111$6,272,340▲ $578,229
Total Liabilities and Net Assets / Fund Balance$5,721,758$6,333,663▲ $611,905

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,574,538$1,630,112$6,204,650
Land$738,145-$738,145
Other Land Buildings$526,542$81,229$607,771
Equipment$3,566$60,045$63,611
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carolyn A SmithPresident
George PennacchiVice President
Ardis VaughanTrustee
Becky PowellTrustee
Carolyn MedlicottTrustee
ED HaymanTrustee
Emily RoweTrustee
Ian KippermanTrustee
John MarkowitzTrustee
Mary Ellen RigbyTrustee
Nan MunseyTrustee
Shirley GreenTrustee
Gail McPeekSecretary
Debra FordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,038,569
Program Service Revenue
$250,031
Investment Income
$13,418
Other Revenue
$113,937
All Other Contributions
$1,000,662
Change in Net Assets
$578,223

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$620,568
Salaries, Compensation, and Employee Benefits$217,164
Total Fundraising Expense$43,361
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$226,512$4,620-$231,132
Other Salaries and Wages$139,041$31,479$30,407$200,927
Occupancy$134,728$55,000-$189,728
Insurance$36,609$9,151-$45,760
Office Expenses$14,527$12,378$7,021$33,926
Advertising$18,387--$18,387
Payroll Taxes$10,684$2,813$2,740$16,237
Other Expenses$5,132$2,053$3,083$10,268
Fees for Services Accounting-$5,108-$5,108
Interest-$1,225-$1,225
Travel$184$74$110$368
Total Functional Expenses$670,470$123,901$43,361$837,732
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$187,846
Fundraising Direct Expenses$131,175
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bingo$155,890$155,890$116,685$39,205
Fall Gala/Festival$22,022$22,022$10,109$11,913
Total Events$186,946$186,946$131,174$55,772
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$3,464
P$2,831
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The organiation's members support the museum in many ways. They are a diverse group of people who share one common goal: To preserve the legacy of the Enfield, NH Shaker community. Membership support allows the organization to preserve the buildings it owns. To work for the future protection of the buildings on site. And to provide engaging,educational programs and workshops to the visiting public.

Form 990, Part VI, Section A, line 7A

Membership provides a vote in the governance of the organization at the annual meeting.

Form 990, Part VI, Section B, line 11B

Form 990 is reviewed by the Board President and Treasurer as well as the Exective Director Prior to filing the other board members are given the opportunity to review the filing if desired.

Form 990, Part VI, Section B, line 12C

Conflict of interest forms are reviewed and signed by each board member at the December Board Meeting

Form 990, Part VI, Section C, line 19

Chosen Vale, Inc. d/b/a Enfield Shaker Museum governance documents, conflict of interest policy statement, and financial reports are available to the public upon request. The Museum's Federal Form 990 is available at guidestar.com and propublica.com.

Filing and Contact Details

Filer

Filer Name
Chosen Vale Inc
EIN
02-0427596
Phone
6036324346
Address
447 NH Route 4A, Enfield, NH 03748
Doing Business As
Enfield Shaker Museum

Signing Officer

Name
Carolyn Smith
Title
Director
Phone
6036324346
Signed
2025-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Smith
Formed
1987
Legal Domicile
Nh
Voting Board Members
14
Independent Board Members
14
Employees
12
Volunteers
217

Preparer

Firm
Marc Z Aaron
Address
34 Lasswade Dr, Pinehurst, NC 28374
Preparer
Marc Z Aaron
Phone
6033597106
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Rounding 6.

Schedule D, Part III, Lines 1A and 4

Property held for preservation purposes - A major part of the Organization's mission is to protect and preserve both the physical and aesthetic legacy of the Shaker Village in Enfield. The Organization has purchased several buildings and land parcels of the original Shaker village, the cost of which is reflected on the statement of financial position. In addition, the Organization acquired artifacts displayed in the museum which are not reflected on the statement of financial position because their cost is not subject to determination. Line 4 - The museum's collection includes furniture, photographs, and articles made by the Shakers which demonstrate their extraordinary skills and efficiency. These artifacts are important to help the museum share the Shaker cultural heritage with visitors, members and the global community.

Amended Form 990

Statements for return were clarified and updated. Spelling mistakes corrected.

Raw XML AppendixShowing 400 of 551 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0Chosen Vale, Inc. d/b/a Enfield Shaker Museum is a nonprofit membership organization dedicated to interpreting and preserving the history of the Enfield, NH, Shaker community. Since opening in 1986, the Museum, comprising 14 extant Shaker buildings, three post Shaker buildings and two cemeteries on 60 acres of land and utilizing acres of adjacent conservation land, has continued to innovate, develop, and offer educational exhibitions and programs designed to invite active participation in learning about the extraordinary people who once lived and worked here and learning about how to apply the Shakers' legacy to contemporary life. Since its founding, the Museum has provided year-round educational opportunities for lifelong learning. Self-guided and interpreter-led tours provide visitors with a rich overview of the Shakers' daily lives through the exploration of the historic built environment and changing topical exhibitions.
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IRS990/Desc0Preservation: The Museum is actively restoring, preserving, and maintaining the remaining built environment of the original Shaker village, established in 1793 along the shore of Mascoma Lake. This national historic site contains 14 extant Shaker buildings (the earliest dating to 1813 built by the Shakers of Enfield) after the purchase of an adjacent property in September 2023. TThe 60 acres also contain a mill pond and related water technology, two cemeteries, and a historic garden featuring Shaker heirloom plant varieties situated within a larger historic built environment surrounded by state-protected lands (on which is the unique Shaker Feast Ground atop of Mount Assurance, which the Museum also maintains). The Museum preserves its building collection through rigorous research and adherence to Secretary of the Interior's Standards for the Treatment of Historic Properties. The site's domestic, agricultural, and industrial buildings document 150 years of the Shakers' creation and occupation of the site. All have been recorded through professional architectural renderings, archaeological excavations and surveys, and documentary historical research. These buildings not only tell the story of the Shakers who lived, worked, and worshipped here; these buildings also document the 130 years of American building technology.
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IRS990/MissionDesc0The mission of the Enfield Shaker Museum, an educational institution, is to preserve and share its historical structures, landscape, and Shaker cultural heritage with our multi-generational visitors, members, and the global community.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Education: Education is the heart of Enfield Shaker Museum's mission. Through the Museum's historic buildings and built environment, artifactual collections, archaeological collections, archives, and library, professional staff members, skilled craftspeople, scholars, and volunteers provide to a diverse and growing public a variety of programs and exhibitions with which to learn about and learn from the Shakers of Enfield, New Hampshire. Trained interpreters and staff educators provide general and topical tours and site interpretation geared to visitor-initiated questions. Visitors may also take self-guided tours of the historic site. Throughout the year visitors may learn history, Shaker trades and industries, and sustainability through doing historic crafts, foodways, and activities provided through demonstrations and hands-on workshops (oval boxes, knives, brooms, spinning, weaving, textile dyeing, gardening, timber-framing, for example). Talks, lectures, and tours explore the Shakers within their historical context and raise questions about communalism, racial and gender equality, pacifism, and tolerance today. The Museum is dedicated to supporting local primary, secondary, and higher education. Our History Alive field trip program allows New Hampshire and Vermont students to explore local history and the Enfield Shakers' legacy through history-based hands-on activities. In fiscal year 2023, over 300 students and teachers participated in this program. As part of our ongoing commitment to making these field trips as accessible as possible, the Museum provides free admission to students in the Mascoma Valley Regional School District. We award transportation grants to several local schools that otherwise would not have been able to attend the program. Each summer junior and senior high school students enroll in our field ecology school, learning the history of the Shakers' land use and the interconnection between human activity and the environment. Funds were given to provide full scholarships to local students in need, to pay an instructor's salary, and for general supplies.
IRS990/ProgSrvcAccomActy3Grp/Desc0Events: From Shaker Day in late April/early May through December's Festival of Trees the Museum is open to visitors, overnight guests, students, and volunteers who participate in large educational, celebratory, and fundraising events that build and strengthen community and increase knowledge. The Museum's opening day is full of tours and activities geared to members, children, and Enfield residents (who always enjoy free admission). In late April the prestigious Spring Shaker Forum, a national recognized venue for Shaker scholarship, occurs. Every year the Forum increases in speakers and in participants. During the summer months the Museum is home to the Center for Advanced Musical Studies at Chosen Vale, which offers its students a variety of musical experiences and training. September's annual Harvest Festival is geared to families and children, offering craft activities and demonstrations, farm animals, musicians and entertainers, and other activities related to agriculture and food throughout the year. Our Harvest festilval in September brings over 700 people to thje museum in one day against the spectacular autumn backdrop fo this historic site. The Museum's Cider and Cheese Festival acknowledges and interprets the Shakers' excellence in growing and using apples and in making cheese by featuring New England cheesemongers and cideries against the spectacular autumn backdrop of this historic site. The Museum's annual gala and auction takes place in November and is one of the institution's biggest fundraisers. Last, the Museum's annual Festival of Trees brings visitors to the Great Stone Dwelling in a year-end celebration of community.
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