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 Vulnerability Assessment (Tuckman-Chang)

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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

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.

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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%)

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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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