Form 990 for tax year 2022

Filed by CHOSEN VALE INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 26 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue: $2,668,307
Total expenses: $651,500
Contributions and grants received: $2,328,012
Grants paid: $0
Program service revenue: $280,302
Investment income: $308
Other revenue: $59,685
Total assets, end of year: $5,721,758
Total liabilities, end of year: $27,647
Net assets or fund balances, end of year: $5,694,111
Program services expenses (Part IX): $533,724
Management and general expenses: $79,650
Fundraising expenses: $38,126
Program service expenses (Part III): $533,724

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1b · Membership dues

$26,470
1f · All other contributions, gifts and grants

$2,301,542
2a · Program service revenue: Programs and events

total $257,994 · related or exempt $257,994
2b · Program service revenue: Admissions

total $22,308 · related or exempt $22,308
3 · Investment income

total $308 · related or exempt $308
6a · Gross rents

real property $13,488
6b · Less rental expenses

real property $2,549
6c · Rental income or loss

real property $10,939
6d · Net rental income or loss

total $10,939 · related or exempt $10,939
8a · Fundraising events: gross income

$33,763
8b · Fundraising events: direct expenses

$11,801
8c · Net income from fundraising events

total $21,962 · excluded $21,962
10a · Gross sales of inventory

$41,709
10b · Cost of goods sold

$14,925
10c · Net income from sales of inventory

total $26,784 · related or exempt $26,784

Functional expenses

Part IX, the statement of functional expenses.

7 · Other salaries and wages

total $178,452 · program services $123,488 · management and general $27,958 · fundraising $27,006
10 · Payroll taxes

total $14,335 · program services $9,433 · management and general $2,483 · fundraising $2,419
11c · Fees: accounting

total $2,343 · management and general $2,343
12 · Advertising and promotion

total $10,463 · program services $10,463
13 · Office expenses

total $35,216 · program services $15,080 · management and general $12,848 · fundraising $7,288
16 · Occupancy

total $86,312 · program services $61,291 · management and general $25,021
17 · Travel

total $693 · program services $347 · management and general $139 · fundraising $207
22 · Depreciation, depletion and amortization

total $205,838 · program services $201,724 · management and general $4,114
23 · Insurance

total $19,706 · program services $15,765 · management and general $3,941
24a · Other expenses: Program Expenses

total $79,099 · program services $79,099
24b · Other expenses: Credit Card Fees

total $15,026 · program services $15,026
24c · Other expenses: Supplies

total $4,017 · program services $2,008 · management and general $803 · fundraising $1,206

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $21,511 · end of year $20,809
2 · Savings and temporary cash investments

beginning of year $134,577 · end of year $202,795
3 · Pledges and grants receivable

end of year $153,640
4 · Accounts receivable

beginning of year $26,260 · end of year $5,404
8 · Inventories for sale or use

beginning of year $3,337 · end of year $3,363
10a · Land, buildings and equipment: cost or other basis

$6,878,504
10b · Land, buildings and equipment: accumulated depreciation

$1,542,757
10c · Land, buildings and equipment, net

beginning of year $3,534,374 · end of year $5,335,747
17 · Accounts payable and accrued expenses

beginning of year $38,108 · end of year $22,884
25 · Other liabilities

beginning of year $4,647 · end of year $4,763
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $229,969 · end of year $2,016,808

Mission and programs · 2022

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.

Activities or mission (Part I)

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 nine original buildings and two cemeteries and utilizing 5200 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.

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 nine original buildings (the earliest dating to 1813) built by the Shakers of Enfield, 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 150 years of American building technology.

Expenses $533,724 · Revenue $318,333
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, with local universities, hosts on-site excavations, laboratory analysis, and digital documentation of our site's artifacts.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 2020, 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. Shaker Day is the Museum's opening day, 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. 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.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

ED Hayman

Trustee

Total calculated

$0

Hours/week

0
Carolyn Meducott

Trustee

Total calculated

$0

Hours/week

0
Ian Kipperman

Trustee

Total calculated

$0

Hours/week

0
Emily Rowe

Trustee

Total calculated

$0

Hours/week

0
Nan Munsey

Trustee

Total calculated

$0

Hours/week

0
Bente Torjusen West

Trustee

Total calculated

$0

Hours/week

0
Becky Powell

Trustee

Total calculated

$0

Hours/week

0
Ardis Vaughan

Trustee

Total calculated

$0

Hours/week

0
Mary Ellen Rigby

Trustee

Total calculated

$0

Hours/week

0
George Pennacchi

Vice President

Total calculated

$0

Hours/week

2
Shirley Green

Trustee

Total calculated

$0

Hours/week

0
Carolyn A Smith

President

Total calculated

$0

Hours/week

10
Gail McPeek

Secretary

Total calculated

$0

Hours/week

5
Debra Ford

Treasurer

Total calculated

$0

Hours/week

2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2022
Filed: 8 August 2024
IRS schema version: 2022v5.0
Source object: 202432229349300733

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