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Nonprofiteer
← FORT LIGONIER ASSOCIATION

Form 990 for tax year 2022

Filed by FORT LIGONIER ASSOCIATION.

Totals

Total revenue
$1,289,104
Total expenses
$1,545,181
Contributions and grants received
$851,001
Grants paid
$0
Program service revenue
$177,242
Investment income
$100,851
Other revenue
$160,010
Total assets, end of year
$13,253,074
Total liabilities, end of year
$814,939
Net assets or fund balances, end of year
$12,438,135
Program services expenses (Part IX)
$889,675
Management and general expenses
$564,074
Fundraising expenses
$91,432
Program service expenses (Part III)
$889,675

Program services were 57.6% 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

    $37,166

  • 1f · All other contributions, gifts and grants

    $813,835

  • 2a · Program service revenue: ADMISSIONS - MUSEUM

    total $167,192 · related or exempt $167,192

  • 2b · Program service revenue: EDUCATIONAL OUTREACH

    total $10,050 · related or exempt $10,050

  • 3 · Investment income

    total $89,373 · excluded $89,373

  • 6a · Gross rents

    real property $6,360

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $6,360

  • 6d · Net rental income or loss

    total $6,360 · excluded $6,360

  • 7a · Gross sales of assets other than inventory

    securities $70,000

  • 7b · Less cost or other basis and sales expenses

    securities $58,522

  • 7c · Gain or loss

    securities $11,478

  • 7d · Net gain or loss

    total $11,478 · excluded $11,478

  • 8a · Fundraising events: gross income

    $112,040

  • 8b · Fundraising events: direct expenses

    $28,443

  • 8c · Net income from fundraising events

    total $83,597 · excluded $83,597

  • 10a · Gross sales of inventory

    $97,288

  • 10b · Cost of goods sold

    $48,280

  • 10c · Net income from sales of inventory

    total $49,008 · related or exempt $49,008

  • 11a · Other revenue: MANAGEMENT INCOME

    total $20,834 · related or exempt $20,834

  • 11b · Other revenue: OTHER INCOME

    total $211 · related or exempt $211

  • 11e · Other revenue, total

    $21,045

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $113,234 · program services $33,970 · management and general $62,279 · fundraising $16,985

  • 7 · Other salaries and wages

    total $394,538 · program services $118,361 · management and general $216,996 · fundraising $59,181

  • 8 · Pension plan contributions

    total $7,833 · program services $2,350 · management and general $4,308 · fundraising $1,175

  • 9 · Other employee benefits

    total $51,279 · program services $15,384 · management and general $28,203 · fundraising $7,692

  • 10 · Payroll taxes

    total $42,662 · program services $12,799 · management and general $23,464 · fundraising $6,399

  • 11a · Fees: management

    total $62,000 · management and general $62,000

  • 11b · Fees: legal

    total $626 · program services $126 · management and general $500

  • 11c · Fees: accounting

    total $44,177 · program services $6,773 · management and general $37,404

  • 11g · Fees: other

    total $67,633 · program services $67,633

  • 12 · Advertising and promotion

    total $40,691 · program services $40,691

  • 13 · Office expenses

    total $28,651 · program services $4,045 · management and general $24,606

  • 16 · Occupancy

    total $125,315 · program services $119,049 · management and general $6,266

  • 17 · Travel

    total $18,423 · program services $8,793 · management and general $9,630

  • 20 · Interest

    total $35,767 · management and general $35,767

  • 22 · Depreciation, depletion and amortization

    total $398,607 · program services $367,124 · management and general $31,483

  • 23 · Insurance

    total $37,153 · program services $32,673 · management and general $4,480

  • 24a · Other expenses: EDUCATIONAL PROGRAMMING

    total $31,726 · program services $31,726

  • 24b · Other expenses: DUES AND FEES

    total $16,688 · management and general $16,688

  • 24c · Other expenses: EVENT EXPENSE

    total $15,985 · program services $15,985

  • 24d · Other expenses: MERCHANT FEES

    total $10,857 · program services $10,857

  • 24e · All other expenses

    total $1,336 · program services $1,336

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,214,805 · end of year $714,422

  • 2 · Savings and temporary cash investments

    beginning of year $2,565 · end of year $2,568

  • 3 · Pledges and grants receivable

    beginning of year $68,299 · end of year $61,750

  • 8 · Inventories for sale or use

    beginning of year $13,100 · end of year $13,961

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,616 · end of year $13,300

  • 10a · Land, buildings and equipment: cost or other basis

    $16,034,614

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,913,462

  • 10c · Land, buildings and equipment, net

    beginning of year $9,383,101 · end of year $9,121,152

  • 11 · Investments: publicly traded securities

    beginning of year $3,101,259 · end of year $3,325,921

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,141 · end of year $34,851

  • 19 · Deferred revenue

    beginning of year $18,958 · end of year $21,740

  • 24 · Unsecured notes and loans payable

    beginning of year $769,012 · end of year $758,348

  • 27 · Net assets without donor restrictions

    beginning of year $9,405,475 · end of year $9,011,480

  • 28 · Net assets with donor restrictions

    beginning of year $3,567,159 · end of year $3,426,655

Mission and programs · 2022

Mission

TO ENRICH THE LIVES OF TODAY'S CITIZENS AND FUTURE GENERATIONS THROUGH EDUCATION AND PRESERVATION BY SHARING THE POWERFUL STORIES OF FORT LIGONIER THAT CHANGED WORLD HISTORY.

  • EACH YEAR FORT LIGONIER WELCOMES 20,000-25,000 VISITORS. VISITORS INCLUDE STUDENTS IN K-12 (PUBLIC, PRIVATE, AND HOME SCHOOLS), COLLEGE STUDENTS, MOTORCOACH TOURS, SCOUTS, EDUCATORS, HISTORIANS AND FAMILIES. THROUGHOUT EACH YEAR, FORT LIGONIER HOSTS A VARIETY OF LIVING HISTORYPROGRAMS, LECTURES AND WORKSHOPS. OUR EDUCATION DEPARTMENT HASDEVELOPED NEW TOUR PROGRAMS, AS WELL AS EDUCATIONAL ACTIVITIES TOINTEGRATE HISTORY WITH MULTIPLE DISCIPLINES OF SCIENCE, TECHNOLOGY,ENGINEERING, THE ARTS AND MATH. FORT LIGONIER IS AN APPROVEDPROFESSIONAL EDUCATION PROVIDER FOR TEACHERS THROUGH THE COMMONWEALTHOF PENNSYLVANIA DEPARTMENT OF EDUCATION AND A PROGRAM PROVIDER THROUGHTHE PENNSYLVANIA EDUCATIONAL IMPROVEMENT TAX CREDIT PROGRAM.

    Expenses $889,675 · Revenue $247,295

As filed on the 2022 return.

Listed in Part VII

  • Ronald M Petnuch Esquire

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • David Roderick

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Lynn A Scalise

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jay Juliussen

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Thomas Donchez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Theodore Chavez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Holly A Mayer PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jo Rossi

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rev Paul R Tayler Osbph

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Charles Jacobina

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Harshberger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bruce Henderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Wade Stoner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Neff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dean Malissa

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen R Gooder

    TRUSTEE EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • The Hon John D Ong

    TRUSTEE EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Charles A Fagan III

    TRUSTEE EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Joseph Byers

    TRUSTEE EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Ralph Kinney Bennett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen H Greer 122-422

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mary Manges

    EXECUTIVE DIRECTOR

    Total calculated
    $113,234
    From this org
    $93,500
    From related orgs
    $0
    Other
    $19,734
    Hours/week
    40

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 February 2023
IRS schema version
2022v4.1
Source object
202300489349300625

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