Chosen Vale Inc Enfield Shaker Museum

EIN: 020427596 501(c)(3) Arts, Culture & Humanities

Enfield, NH

Total Revenue
$1,415,955
Total Expenses
$837,732
Total Assets
$6,333,663
Net Assets
$6,272,340
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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
NH
Principal Officer
Carolyn Smith
Phone
6036324346
Tax Period
2023-10-01 to 2024-09-30

Chosen Vale Inc Enfield Shaker Museum, founded in 1987, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $578K, a strong 41% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $670,470 Revenue: $320,715

Preservation: 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...

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Preservation: 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.

Program 2

Education: 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...

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Education: 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.

Program 3

Events: 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...

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,038,569
Program Service Revenue $250,031
Investment Income $13,418
Other Revenue $113,937
TOTAL REVENUE $1,415,955

Expense Breakdown

Grants Paid $0
Salaries & Benefits $217,164
Fundraising Expenses $43,361
Program Expenses $670,470
Other Expenses $620,568
TOTAL EXPENSES $837,732

Year-over-Year Comparison

2023 2022 Change
Revenue $1,415,955 $2,668,307 -0.5%
Expenses $837,732 $651,500 +0.3%
Net Income $578,223 $2,016,807 -0.7%
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
14
Independent Members
14
Employees
12
Volunteers
217

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
4
$0
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ED Hayman Trustee 0.00
Director
$0 $0 $0
Carolyn Medlicott Trustee 0.00
Director
$0 $0 $0
Ian Kipperman Trustee 0.00
Director
$0 $0 $0
Emily Rowe Trustee 0.00
Director
$0 $0 $0
Nan Munsey Trustee 0.00
Director
$0 $0 $0
John Markowitz Trustee 0.00
Director
$0 $0 $0
Becky Powell Trustee 0.00
Director
$0 $0 $0
Ardis Vaughan Trustee 0.00
Director
$0 $0 $0
Mary Ellen Rigby Trustee 0.00
Director
$0 $0 $0
George Pennacchi Vice President 2.00
Officer Director
$0 $0 $0
Shirley Green Trustee 0.00
Director
$0 $0 $0
Carolyn A Smith President 40.00
Officer
$0 $0 $0
Gail McPeek Secretary 10.00
Officer
$0 $0 $0
Debra Ford Treasurer 2.00
Officer
$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
2024 $1,415,955 $837,732 $6,333,663 $578,223
2024 $1,415,955 $837,732 $6,333,663 $578,223
2023 $2,668,307 $651,500 $5,721,758 $2,016,807
2023 $2,668,307 $651,500 $5,721,758 $2,016,807
2022 $843,310 $613,341 $3,720,059 $229,969
2021 $1,051,971 $583,049 $3,466,183 $468,922
2020 $666,085 $542,682 $3,104,548 $123,403
2019 $822,155 $643,096 $2,959,244 $179,059
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