Nonprofit · EIN 02-0427596
CHOSEN VALE INC
Tax-exempt · ENFIELD, NH 03748
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,127,945 | $849,943 | $278,002 | $6,602,480 | $52,138 | $6,550,342 |
| September 30, 2024 | 990 (amended) | $1,415,955 | $837,732 | $578,223 | $6,333,663 | $61,323 | $6,272,340 |
| September 30, 2023 | 990 (amended) | $2,668,307 | $651,500 | $2,016,807 | $5,721,758 | $27,647 | $5,694,111 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $706,622
- Membership dues
- $27,118
- Program service revenue
- $293,256
- Investment income
- $10,922
- Net rental income
- $35,894
- Net income from fundraising events
- $58,221
- Net income from sales of inventory
- $23,030
- Other revenue
- $117,145
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $253,376
- Salaries, compensation and benefits (total)
- $272,998
- Professional fundraising fees
- $0
- Accounting fees
- $14,447
- Occupancy
- $178,090
- Depreciation
- $254,924
- Program services (functional)
- $658,423
- Management and general (functional)
- $139,063
- Fundraising (functional)
- $52,457
Balance sheet and other
- Total assets, start of year
- $6,333,663
- Total assets, end of year
- $6,602,480
- Total liabilities, end of year
- $52,138
- Net assets, end of year
- $6,550,342
- Land, buildings and equipment
- $6,349,688
- Gross receipts
- $1,312,806
- Employees
- 18
- Volunteers
- 225
- Year formed
- 1987
- State of legal domicile
- NH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ED Hayman | Trustee Trustee or director | 0 | $0 |
| Carol Medlicott | Trustee Trustee or director | 0 | $0 |
| Debrah Parker | Trustee Trustee or director | 0 | $0 |
| Jordan Orr | Trustee Trustee or director | 0 | $0 |
| Carolyn Maloney | Trustee Trustee or director | 0 | $0 |
| John Markowitz | Trustee Trustee or director | 0 | $0 |
| Shirley Green | Trustee Trustee or director | 0 | $0 |
| Gail McPeek | Secretary Officer | 5 | $0 |
| Ardis Vaughan | Treasurer Officer | 2 | $0 |
| Mary Ellen Rigby | President Officer | 40 | $0 |
| George Pennacchi | Vice President Officer | 2 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ED Hayman | Trustee Trustee or director | 0 | $0 |
| Carolyn Medlicott | Trustee Trustee or director | 0 | $0 |
| Ian Kipperman | Trustee Trustee or director | 0 | $0 |
| Emily Rowe | Trustee Trustee or director | 0 | $0 |
| Nan Munsey | Trustee Trustee or director | 0 | $0 |
| John Markowitz | Trustee Trustee or director | 0 | $0 |
| Becky Powell | Trustee Trustee or director | 0 | $0 |
| Ardis Vaughan | Trustee Trustee or director | 0 | $0 |
| Mary Ellen Rigby | Trustee Trustee or director | 0 | $0 |
| George Pennacchi | Vice President Trustee or director, Officer | 2 | $0 |
| Shirley Green | Trustee Trustee or director | 0 | $0 |
| Carolyn A Smith | President Officer | 40 | $0 |
| Gail McPeek | Secretary Officer | 10 | $0 |
| Debra Ford | Treasurer Officer | 2 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ED Hayman | Trustee Trustee or director | 0 | $0 |
| Carolyn Meducott | Trustee Trustee or director | 0 | $0 |
| Ian Kipperman | Trustee Trustee or director | 0 | $0 |
| Emily Rowe | Trustee Trustee or director | 0 | $0 |
| Nan Munsey | Trustee Trustee or director | 0 | $0 |
| Bente Torjusen West | Trustee Trustee or director | 0 | $0 |
| Becky Powell | Trustee Trustee or director | 0 | $0 |
| Ardis Vaughan | Trustee Trustee or director | 0 | $0 |
| Mary Ellen Rigby | Trustee Trustee or director | 0 | $0 |
| George Pennacchi | Vice President Trustee or director, Officer | 2 | $0 |
| Shirley Green | Trustee Trustee or director | 0 | $0 |
| Carolyn A Smith | President Officer | 10 | $0 |
| Gail McPeek | Secretary Officer | 5 | $0 |
| Debra Ford | Treasurer Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 447 NH ROUTE 4A, ENFIELD, NH 03748-3503
- Principal officer (990 for 2024)
- Carolyn Smith, 447 NH Route 4A, Enfield, NH 03748
- Signed the 990
- Carolyn Smith, Director
- Phone
- (603) 632-4346
- Website
- www.shakermuseum.org
- Return prepared by
- Marc Z Aaron
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 accomplishments
- 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.Expenses $658,423 · revenue $363,102
- 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.
- 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.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 02-0427596
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A500)
- Assets (IRS master file)
- $6,602,480
- Income (IRS master file)
- $1,312,806
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,127,945 | $849,943 | $6,602,480 | XML |
| 990 | September 2024 | $1,415,955 | $837,732 | $6,333,663 | XML |
| 990 | September 2023 | $2,668,307 | $651,500 | $5,721,758 | XML |
| 990 | September 2022 | $843,310 | $613,341 | $3,720,059 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0427596).
Questions about CHOSEN VALE INC
- What is the EIN of CHOSEN VALE INC?
- The employer identification number (EIN) of CHOSEN VALE INC is 02-0427596.
- Is CHOSEN VALE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to CHOSEN VALE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHOSEN VALE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CHOSEN VALE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHOSEN VALE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CHOSEN VALE INC?
- The 990 for the year ended September 30, 2025 names Carolyn Smith.
- Who are the officers and directors of CHOSEN VALE INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CHOSEN VALE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,127,945, expenses of $849,943 and total assets of $6,602,480 at year end.
Other nonprofits in ENFIELD
- VISIONS FOR CREATIVE HOUSING SOLUTIONS EIN 80-0868234 · last filed 990 for 2025
- UPPER VALLEY SNOWSPORTS FOUNDATION EIN 46-2741734 · last filed 990 for 2025
- UPPER VALLEY HUMANE SOCIETY INC EIN 23-7348710 · last filed 990 for 2025
- 214 PHILANTHROPIC FOUNDATION INC EIN 27-4000348 · last filed 990-PF for 2023
- MASCOMA YOUTH SPORTS LEAGUE EIN 02-0525330 · last filed 990-EZ for 2024
- ENFIELD POLICE BENEVOLENT ASSOCIATION EIN 84-2402885 · last filed 990-N for 2025
- INTERNATIONAL ASSOCIATION OF LIONS CLUBS EIN 02-6012327 · last filed 990-EZ for 2025
- ENFIELD VILLAGE ASSOCIATION EIN 31-1699752 · last filed 990-EZ for 2025
All nonprofits in ENFIELD · New Hampshire · Arts, culture and humanities