Form 990 for tax year 2025

Filed by THE FORT TICONDEROGA ASSOCIATION 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This return was superseded by a later amendment.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 2025 , filed 17 July 2026. 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.

Listed only on the earlier return

JAMES SEFCIC

Listed only on the later return

JAMES SEFCIK

Totals

Total revenue: $11,164,028
Total expenses: $6,735,487
Contributions and grants received: $8,108,341
Grants paid: $0
Program service revenue: $1,569,126
Investment income: $499,571
Other revenue: $986,990
Total assets, end of year: $33,375,202
Total liabilities, end of year: $932,135
Net assets or fund balances, end of year: $32,443,067
Program services expenses (Part IX): $5,363,079
Management and general expenses: $869,394
Fundraising expenses: $503,014
Program service expenses (Part III): $5,363,079

Program services were 79.6% 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.

1c · Fundraising events

$128,584
1e · Government grants (contributions)

$901,090
1f · All other contributions, gifts and grants

$7,078,667
1g · Noncash contributions included above

$187,233
2a · Program service revenue: ADMISSIONS

total $1,479,297 · related or exempt $1,479,297
2b · Program service revenue: PERFORMANCE AND PROGRAM FEES

total $89,829 · related or exempt $89,829
3 · Investment income

total $328,976 · excluded $328,976
6a · Gross rents

real property $176,259
6b · Less rental expenses

real property $0
6c · Rental income or loss

real property $176,259
6d · Net rental income or loss

total $176,259 · excluded $176,259
7a · Gross sales of assets other than inventory

securities $289,537 · other assets $1,800
7b · Less cost or other basis and sales expenses

securities $120,742 · other assets $0
7c · Gain or loss

securities $168,795 · other assets $1,800
7d · Net gain or loss

total $170,595 · excluded $170,595
8a · Fundraising events: gross income

$356,477
8a · Fundraising events: contributions included on line 1c

$128,584
8b · Fundraising events: direct expenses

$173,077
8c · Net income from fundraising events

total $183,400 · excluded $183,400
10a · Gross sales of inventory

$868,330
10b · Cost of goods sold

$746,221
10c · Net income from sales of inventory

total $122,109 · excluded $122,109
11a · Other revenue: INSURANCE RECOVERIES

total $505,222 · excluded $505,222
11e · Other revenue, total

$505,222

Functional expenses

Part IX, the statement of functional expenses.

5 · Compensation of officers, directors and key employees

total $698,503 · program services $436,615 · management and general $187,317 · fundraising $74,571
7 · Other salaries and wages

total $1,866,719 · program services $1,723,066 · management and general $25,997 · fundraising $117,656
8 · Pension plan contributions

total $111,762 · program services $37,762 · management and general $62,593 · fundraising $11,407
9 · Other employee benefits

total $204,865 · program services $154,234 · management and general $21,868 · fundraising $28,763
10 · Payroll taxes

total $231,371 · program services $205,019 · management and general $9,195 · fundraising $17,157
11b · Fees: legal

total $6,621 · management and general $6,621
11c · Fees: accounting

total $57,171 · program services $15,353 · management and general $36,880 · fundraising $4,938
11e · Fees: professional fundraising services

total $14,862 · fundraising $14,862
11f · Fees: investment management

total $206 · management and general $206
11g · Fees: other

total $571,369 · program services $445,725 · management and general $37,186 · fundraising $88,458
12 · Advertising and promotion

total $849,905 · program services $803,167 · fundraising $46,738
13 · Office expenses

total $335,500 · program services $198,177 · management and general $68,413 · fundraising $68,910
16 · Occupancy

total $272,750 · program services $259,250 · management and general $13,500
17 · Travel

total $112,645 · program services $86,355 · management and general $5,300 · fundraising $20,990
22 · Depreciation, depletion and amortization

total $536,449 · program services $287,468 · management and general $248,981
23 · Insurance

total $162,613 · program services $153,325 · management and general $9,288
24a · Other expenses: BUILDING & GROUNDS MAIN

total $312,085 · program services $302,569 · management and general $9,516
24b · Other expenses: EDUCATION PROGRAMS

total $142,571 · program services $142,560 · management and general $11
24c · Other expenses: COMPUTER SERVICES

total $111,001 · program services $58,244 · management and general $44,193 · fundraising $8,564
24d · Other expenses: BAD DEBT EXPENSE

total $70,000 · management and general $70,000
24e · All other expenses

total $66,519 · program services $54,190 · management and general $12,329
26 · Joint costs (an allocation of the lines above)

total $424,921 · program services $318,692 · management and general $0 · fundraising $106,229

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $651,966 · end of year $770,520
2 · Savings and temporary cash investments

beginning of year $7,224,360 · end of year $9,707,718
3 · Pledges and grants receivable

beginning of year $462,571 · end of year $640,852
8 · Inventories for sale or use

beginning of year $200,519 · end of year $184,501
9 · Prepaid expenses and deferred charges

beginning of year $162,278 · end of year $128,443
10a · Land, buildings and equipment: cost or other basis

$19,850,632
10b · Land, buildings and equipment: accumulated depreciation

$6,329,618
10c · Land, buildings and equipment, net

beginning of year $12,627,407 · end of year $13,521,014
11 · Investments: publicly traded securities

beginning of year $5,458,887 · end of year $5,982,284
15 · Other assets

beginning of year $1,900,266 · end of year $2,439,870
17 · Accounts payable and accrued expenses

beginning of year $817,078 · end of year $755,020
19 · Deferred revenue

beginning of year $27,714 · end of year $52,549
25 · Other liabilities

beginning of year $135,347 · end of year $124,566
27 · Net assets without donor restrictions

beginning of year $22,104,736 · end of year $25,403,154
28 · Net assets with donor restrictions

beginning of year $5,603,379 · end of year $7,039,913

Mission and programs · 2025

Mission

SEE SCHEDULE OTHE FORT TICONDEROGA ASSOCIATION'S MISSION IS TO PRESERVE, EDUCATE, AND PROVOKE AN ACTIVE DISCUSSION ABOUT THE PAST AND ITS IMPORTANTANCE TO PRESENT AND FUTURE GENERATIONS. WE FOSTER AN ON-GOING DIALOGUE SURROUNDING CITIZENS, SOLDIERS AND NATIONS THROUGH AMERICA'S MILITARY HERITAGE.

Activities or mission (Part I)

THE FORT TICONDEROGA ASSOCIATION'S MISSION IS TO PRESERVE, EDUCATE, AND PROVOKE AN ACTIVE DISCUSSION ABOUT THE PAST AND ITS IMPORTANTANCE TO PRESENT AND FUTURE GENERATIONS. WE FOSTER AN ON-GOING DIALOGUE SURROUNDING CITIZENS, SOLDIERS AND NATIONS THROUGH AMERICA'S MILITARY HERITAGE.

PRESERVE, EDUCATE AND PROVOKE AN ACTIVE DISCUSSION OF THE PAST AND ITS IMPORTANCE TO PRESENT AND FUTURE GENERATIONS. AREAS OF FOCUS INCLUDE AMERICA'S MILITARY HERITAGE, SPECIFICALLY COLONIAL AND REVOLUTIONARY WAR HISTORY. PROGRAM AREAS INCLUDE PUBLIC HISTORY, EDUCATION, EXHIBITIONS, COLLECTIONS RESEARCH AND HORTICULTURE. PROGRAMS INTEGRATE ALL FORT TICONDEROGA FACILITIES INCLUDING THE MUSEUM LOCATED IN THE FORT, ARCHIVAL AND OBJECT COLLECTIONS, 27 HISTORIC STRUCTURES, AND 2,000 SURROUNDING HISTORIC ACRES INCLUDING CARILLON BATTLEFIELD, MOUNT DEFIANCE, MOUNT HOPE AND MOUNT INDEPENDENCE. PROGRAMS REACH AN INTERNATIONAL AUDIENCE OF MORE THAN 70,000 ANNUALLY, MORE THAN 3,000 K-12 AFFILIATE SCHOOLS IN ALL FIFTY STATES AND 200 UNIVERSITIES ACROSS THE NATION AND GLOBALLY. THE DIGITAL REACH WAS MORE THAN 46 MILLION IMPRESSIONS IN 2025 THROUGH SOCIAL MEDIA CHANNELS, YOUTUBE VIDEOS AND ACCESS TO DIGITAL OFFERINGS.

Expenses $5,363,079 · Revenue $1,569,126

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

SUSAN DARRIN

TRUSTEE

Total calculated

$0

Hours/week

1
ROBERT MORETTE

TRUSTEE

Total calculated

$0

Hours/week

1
RICHARD LONGSTRETH

TRUSTEE

Total calculated

$0

Hours/week

1
RAYMOND CHASE

TRUSTEE

Total calculated

$0

Hours/week

1
PETER L CLARKE

TRUSTEE

Total calculated

$0

Hours/week

1
KATHARINE PELICAN

TRUSTEE

Total calculated

$0

Hours/week

1
JUDY REED SMITH

TRUSTEE

Total calculated

$0

Hours/week

1
JOHN LAWSON

TRUSTEE

Total calculated

$0

Hours/week

1
JAMES SEFCIC

TRUSTEE

Total calculated

$0

Hours/week

1
H CRAIG TREIBER

TRUSTEE

Total calculated

$0

Hours/week

1
DOUGLAS WILEY

TRUSTEE

Total calculated

$0

Hours/week

1
DAVID R GROGAN

TRUSTEE

Total calculated

$0

Hours/week

1
BOB BAILEY

TRUSTEE

Total calculated

$0

Hours/week

1
ROY DAVIS

CHAIRMAN

Total calculated

$0

Hours/week

2
JOHN MACIONIS

VICE CHAIR

Total calculated

$0

Hours/week

2
MARTHA STRUM

SECRETARY

Total calculated

$68,309

From this org

$52,077

From related orgs

$0

Other

$16,232

Hours/week

40
COLLEEN RICHARDS

TREASURER

Total calculated

$154,205

From this org

$129,874

From related orgs

$0

Other

$24,331

Hours/week

40

Schedule J breakdown matched by us

Base

$122,000

Bonus

$0

Other

$7,874

Deferred

$14,784

Nontaxable benefits

$9,547

Filer's total

$154,205
BETH HILL

PRESIDENT & CEO

Total calculated

$475,989

From this org

$385,015

From related orgs

$0

Other

$90,974

Hours/week

40

Schedule J breakdown matched by us

Base

$305,741

Bonus

$0

Other

$79,274

Deferred

$77,907

Nontaxable benefits

$13,067

Filer's total

$475,989
CHRISTOPHER RICHARDS

DIRECTOR OF FACILITIES

Total calculated

$156,404

From this org

$131,350

From related orgs

$0

Other

$25,054

Hours/week

40

Schedule J breakdown matched by us

Base

$127,300

Bonus

$0

Other

$4,050

Deferred

$15,507

Nontaxable benefits

$9,547

Filer's total

$156,404
STUART LILIE

VP OF PUBLIC HISTORY

Total calculated

$133,956

From this org

$101,624

From related orgs

$0

Other

$32,332

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Independent compensation consultant
3 · Compensation survey or study
3 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

FTA PAVILION MM

C · TO ACT AS MANAGING MEMBER OF FTA PAVILLION LLC · NY · 100% owned · share of assets $5,393,819 · controlled entity

Directly controlled by FTA

Provenance

Return type: form_990
Tax year: 2025
Filed: 6 July 2026
IRS schema version: 2025v4.2
Source object: 202611949349300881

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.