Chosen Vale INC Enfield Shaker Museum FY2020 filing

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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.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $616K a year · 48% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $143K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$126K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$666K
Spent
$543K
To programs
73%
Net assets
$3.0M
By yearFY2020–FY2025
Revenue
$666K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$666K
FY2021$1.1M
FY2022$843K
FY2023$2.7M
FY2024$1.4M
FY2025$1.1M
Expenses
$543K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$543K
FY2021$583K
FY2022$613K
FY2023$652K
FY2024$838K
FY2025$850K
Net assets
$3.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.0M
FY2021$3.4M
FY2022$3.7M
FY2023$5.7M
FY2024$6.3M
FY2025$6.6M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $396K Management & general 17% · $95K Fundraising 10% · $52K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Chosen Vale INC Enfield Shaker Museum executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves and interprets Shaker history through exhibits and programs for active learning.

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3 programs · $396K · in their own filed words · FY2019
01

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…

$396Kprogram expense
02

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…

Pt IX · col B
03

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$143K
See all 3 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$666K
Ln 12
Gifts and grantsLn 1h$487K
Fees for servicesLn 2g$100K
Other incomeLn 4–11$80K
Money outPt IX
$543K
Ln 25
Programscol B$396K
Managementcol C$95K
Fundraisingcol D$52K
Owns and owesPt X
$3.0M
net assets · Ln 32
Cash and savingsLn 1–2$54K
Total assetsLn 16$3.1M
LiabilitiesLn 26$126K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$487K
Fees for servicesLn 2g$100K
Investment incomeLn 3$17
Other incomeLn 4–11$80K
Total revenueLn 12$666K
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$14K
Cash and savings togetherLn 1–2$54K
Accounts receivableLn 4$5K
Inventories for sale or useLn 8$15K
Prepaid expenses and deferred chargesLn 9$6K
Land, buildings, equipmentLn 10c$3.0M
Total assetsLn 16$3.1M
LiabilitiesLn 26$126K
Net assetsLn 32$3.0M
OperationsPt I, VI
EmployeesI 518
VolunteersI 6225
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$44K$54K
Land, buildings, equipmentLn 10c$2.9M$3.0M
Total assetsLn 16$3.0M$3.1M
LiabilitiesLn 26$103K$126K
Net assetsLn 32$2.9M$3.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of disqualified personsLn 6$50K$20K$15K$15K
Other salaries and wagesLn 7$199K$138K$31K$30K
Payroll taxesLn 10$19K$12K$3K$3K
Accounting feesLn 11c$7K$7K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$12K$5K$4K$2K
OccupancyLn 16$59K$42K$17K
TravelLn 17$41$21$8$12
InterestLn 20$2K$2K
Depreciation, depletion and amortizationLn 22$125K$123K$3K
InsuranceLn 23$26K$21K$5K
Other expenses (24a–d)Ln 24$39K$30K$7K$1K
Total functional expensesLn 25$543K$396K$95K$52K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Aug 13, 2026 $1.1M$850K$278K$6.6M 990 PDF
FY2024Filed with the IRS Aug 14, 2025 $1.4M$838K$578K$6.3M 990 PDF
FY2023Filed with the IRS Aug 9, 2024 $2.7M$652K$2.0M$5.7M 990 PDF
FY2022Filed with the IRS Aug 14, 2023 $843K$613K$230K$3.7M 990 PDF
FY2021Filed with the IRS Aug 10, 2022 $1.1M$583K$469K$3.4M 990 PDF
FY2020 ViewingFiled with the IRS Aug 16, 2021 $666K$543K$123K$3.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $666,085 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $471,245$486,662
I-9 Program service revenuePrior year $290,130$99,516
I-10 Investment incomePrior year $33$17
I-11 Other revenuePrior year $60,747$79,890
I-12 Total revenuePrior year $822,155$666,085
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $310,451$268,087
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $332,645$274,595
I-18 Total expensesPrior year $643,096$542,682
I-19 Revenue less expensesPrior year $179,059$123,403
Part VI · Governance 11 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $666,085 across 8 lines filed
Lines not itemized here account for $19,119 of total revenue; see the IRS return.
VIII-1b Membership dues$26,140
VIII-1f All other contributions, gifts and grants$460,522
VIII-1h Total contributions, gifts and grants$486,662
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $99,516$99,516
VIII-3 Investment incomeRelated to mission $17$17
VIII-6 Net rental income or lossRelated to mission $18,980$18,980
VIII-8 Net income from fundraising eventsExcluded from tax $41,791$41,791
VIII-12 Total revenueRelated to mission $137,632 · Unrelated business $0 · Excluded from tax $41,791$666,085
Part IX · Statement of functional expenses $542,682 across 12 lines filed
IX-6 Pay of disqualified personsPrograms $20,002 · Management $14,999 · Fundraising $14,999$50,000
IX-7 Other salaries and wagesPrograms $137,821 · Management $31,202 · Fundraising $30,140$199,163
IX-10 Payroll taxesPrograms $12,453 · Management $3,278 · Fundraising $3,193$18,924
IX-11c Accounting feesManagement $6,675$6,675
IX-12 Advertising and promotionPrograms $5,214$5,214
IX-13 Office expensesPrograms $5,121 · Management $4,363 · Fundraising $2,475$11,959
IX-16 OccupancyPrograms $41,707 · Management $17,026$58,733
IX-17 TravelPrograms $21 · Management $8 · Fundraising $12$41
IX-20 InterestManagement $2,342$2,342
IX-22 Depreciation, depletion and amortizationPrograms $122,697 · Management $2,502$125,199
IX-23 InsurancePrograms $20,545 · Management $5,135$25,680
IX-24 Other expenses (24a–d)Programs $30,137 · Management $7,223 · Fundraising $1,392$38,752
IX-25 Total functional expensesPrograms $395,718 · Management $94,753 · Fundraising $52,211$542,682
Part X · Balance sheet $3,104,548 assets, 16 lines filed
Net asset lines not itemized here account for $2,856,599. See the IRS return.
X-1 Cash, non-interest-bearingStart of year $10,295$39,416
X-2 Savings and temporary cash investmentsStart of year $33,750$14,486
X-4 Accounts receivableStart of year $4,920$5,274
X-8 Inventories for sale or useStart of year $11,764$15,092
X-9 Prepaid expenses and deferred chargesStart of year $5,066$5,515
X-10c Land, buildings and equipment, netStart of year $2,893,449$3,024,765
X-16 Total assetsStart of year $2,959,244$3,104,548
X-17 Accounts payable and accrued expensesStart of year $48,328$9,152
X-24 Unsecured notes and loans payableStart of year $27,983$37,738
X-25 Other liabilitiesStart of year $26,334$79,245
X-26 Total liabilitiesStart of year $102,645$126,135
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $0$121,814
X-32 Total net assets or fund balancesStart of year $2,856,599$2,978,413
X-33 Total liabilities and net assetsStart of year $2,959,244$3,104,548
Part XI · Reconciliation of net assets $2,978,413 net assets at year end
XI-1 Total revenue$666,085
XI-2 Total expenses$542,682
XI-3 Revenue less expenses$123,403
XI-4 Net assets at start of year$2,856,599
XI-9 Other changes in net assets−$1,589
XI-10 Net assets at end of year$2,978,413

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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