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Nonprofit · EIN 02-0427596

CHOSEN VALE INC

Tax-exempt · ENFIELD, NH 03748

Financials

$2.7M$652K2022$1.4M$838K2023$1.1M$850K2024
Revenue Expenses · by fiscal year end
Financials of CHOSEN VALE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$1,127,945$849,943$278,002$6,602,480$52,138$6,550,342
September 30, 2024990 (amended)$1,415,955$837,732$578,223$6,333,663$61,323$6,272,340
September 30, 2023990 (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.

NameTitleHours / weekCompensation
ED HaymanTrustee
Trustee or director
0$0
Carol MedlicottTrustee
Trustee or director
0$0
Debrah ParkerTrustee
Trustee or director
0$0
Jordan OrrTrustee
Trustee or director
0$0
Carolyn MaloneyTrustee
Trustee or director
0$0
John MarkowitzTrustee
Trustee or director
0$0
Shirley GreenTrustee
Trustee or director
0$0
Gail McPeekSecretary
Officer
5$0
Ardis VaughanTreasurer
Officer
2$0
Mary Ellen RigbyPresident
Officer
40$0
George PennacchiVice President
Officer
2$0
990 for the year ended September 30, 2024: 14 people
NameTitleHours / weekCompensation
ED HaymanTrustee
Trustee or director
0$0
Carolyn MedlicottTrustee
Trustee or director
0$0
Ian KippermanTrustee
Trustee or director
0$0
Emily RoweTrustee
Trustee or director
0$0
Nan MunseyTrustee
Trustee or director
0$0
John MarkowitzTrustee
Trustee or director
0$0
Becky PowellTrustee
Trustee or director
0$0
Ardis VaughanTrustee
Trustee or director
0$0
Mary Ellen RigbyTrustee
Trustee or director
0$0
George PennacchiVice President
Trustee or director, Officer
2$0
Shirley GreenTrustee
Trustee or director
0$0
Carolyn A SmithPresident
Officer
40$0
Gail McPeekSecretary
Officer
10$0
Debra FordTreasurer
Officer
2$0
990 for the year ended September 30, 2023: 14 people
NameTitleHours / weekCompensation
ED HaymanTrustee
Trustee or director
0$0
Carolyn MeducottTrustee
Trustee or director
0$0
Ian KippermanTrustee
Trustee or director
0$0
Emily RoweTrustee
Trustee or director
0$0
Nan MunseyTrustee
Trustee or director
0$0
Bente Torjusen WestTrustee
Trustee or director
0$0
Becky PowellTrustee
Trustee or director
0$0
Ardis VaughanTrustee
Trustee or director
0$0
Mary Ellen RigbyTrustee
Trustee or director
0$0
George PennacchiVice President
Trustee or director, Officer
2$0
Shirley GreenTrustee
Trustee or director
0$0
Carolyn A SmithPresident
Officer
10$0
Gail McPeekSecretary
Officer
5$0
Debra FordTreasurer
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
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.

990 for the year ended September 30, 2025

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 yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 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
Assets (IRS master file)
$6,602,480
Income (IRS master file)
$1,312,806

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$1,127,945$849,943$6,602,480XML
990September 2024$1,415,955$837,732$6,333,663XML
990September 2023$2,668,307$651,500$5,721,758XML
990September 2022$843,310$613,341$3,720,059IRS
990September 2021–––IRS
990September 2020–––IRS
990September 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.

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