Chosen Vale Inc Enfield Shaker Museum
Nonprofit profile at a glance
- EIN
- 020427596
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Enfield, NH, USA
- Phone
- 6036324346
- Rating
- 80
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Museum, Museum Activities
Reported finances
- Revenue
- $1,127,945
- Expenses
- $849,943
- Assets
- $6,602,480
- Liabilities
- $52,138
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
11 people listed
Executive titles in this filing
- Mary Ellen Rigby (President)
- George Pennacchi (Vice President)
People named in this filing
- ED Hayman (Trustee)
- Carol Medlicott (Trustee)
- Debrah Parker (Trustee)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Donor-supported. 61% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 64
- Transparency & Controls: 92
- Accountability: 88
- Sustainability: 82
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60%; rating input score 60
- Program expense ratio: 77.5%; rating input score 77
- Fundraising efficiency: $13.47 raised per $1 spent on fundraising; rating input score 47; 47th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 24.6%; rating input score 80; 80th percentile among comparable filings
- Total-asset coverage ratio: 7.77; rating input score 90; 90th percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 71; 71st percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: 8.1% per year; rating input score 100; 56th percentile among comparable filings
- Revenue growth: 8.7% per year; rating input score 100; 62nd percentile among comparable filings
- Asset growth: 9.3% per year; rating input score 100; 56th percentile among comparable filings
Details
- Where the money goes: 60% of revenue deployed · 77.5% of spending went to programs
- Governance: 11 of 11 board members independent · 5 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $658K in reported program spending
- Leadership: top reported pay $0 · 11 people listed
- Consistency: 23 of 23 current checks pass
- Schedules: 6 filed schedules · includes major donors
- Filing history: 9 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 47/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.