2023-02-17T14:02:30-06:00 2022-12-31 453941203 DELUZIO AND COMPANY LLP 351 HARVEY AVENUE SUITE A GREENSBURG PA 156011911 990 2022-01-01 251090680 FORT LIGONIER ASSOCIATION FORT 7242389701 200 SOUTH MARKET STREET LIGONIER PA 15658 JAY JULIUSSEN TREASURER 7242389701 2023-02-13 1 JAY JULIUSSEN 999009999 0 JEFFREY P ANZOVINO CPA MSA P00025952 7248388322 2 AAL1 IAL1 2022 2023-03-07 01:45:13Z JAY JULIUSSEN 200 SOUTH MARKET STREET LIGONIER PA 15658 1424349 0 X HTTP://FORTLIGONIER.ORG X 1946 PA 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. 16 16 35 32 0 0 1092282 851001 186606 177242 78166 100851 143034 160010 1500088 1289104 0 0 0 0 517923 609546 0 0 91432 909227 935635 1427150 1545181 72938 -256077 13793745 13253074 821111 814939 12972634 12438135 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. 0 0 889675 247295 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. 889675 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 22 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MARY MANGES 7242389701 200 SOUTH MARKET STREET LIGONIER PA 15658 RONALD M PETNUCH ESQUIRE PRESIDENT 6.00 X X 0 0 0 DAVID RODERICK VICE PRESIDENT 1.00 X X 0 0 0 LYNN A SCALISE SECRETARY 1.00 X X 0 0 0 JAY JULIUSSEN TREASURER 3.00 X X 0 0 0 THOMAS DONCHEZ TRUSTEE 1.00 X 0 0 0 THEODORE CHAVEZ TRUSTEE 1.00 X 0 0 0 HOLLY A MAYER PHD TRUSTEE 1.00 X 0 0 0 JO ROSSI TRUSTEE 1.00 X 0 0 0 REV PAUL R TAYLER OSBPH TRUSTEE 1.00 X 0 0 0 CHARLES JACOBINA TRUSTEE 1.00 X 0 0 0 DAN HARSHBERGER TRUSTEE 1.00 X 0 0 0 BRUCE HENDERSON TRUSTEE 1.00 X 0 0 0 WADE STONER TRUSTEE 1.00 X 0 0 0 PATRICK NEFF TRUSTEE 1.00 X 0 0 0 DEAN MALISSA TRUSTEE 1.00 X 0 0 0 STEPHEN R GOODER TRUSTEE EMERITUS 1.00 X 0 0 0 THE HON JOHN D ONG TRUSTEE EMERITUS 1.00 X 0 0 0 CHARLES A FAGAN III TRUSTEE EMERITUS 1.00 X 0 0 0 JOSEPH BYERS TRUSTEE EMERITUS 1.00 X 0 0 0 RALPH KINNEY BENNETT TRUSTEE 1.00 X 0 0 0 STEPHEN H GREER 122-422 TRUSTEE 1.00 X 0 0 0 MARY MANGES EXECUTIVE DIRECTOR 40.00 X 93500 0 19734 93500 0 19734 0 0 0 0 0 37166 813835 851001 ADMISSIONS - MUSEUM 900099 167192 167192 EDUCATIONAL OUTREACH 900099 10050 10050 177242 89373 89373 6360 0 6360 6360 6360 70000 58522 11478 11478 11478 112040 28443 83597 83597 97288 48280 49008 49008 MANAGEMENT INCOME 900099 20834 20834 OTHER INCOME 900099 211 211 21045 1289104 247295 0 190808 113234 33970 62279 16985 394538 118361 216996 59181 7833 2350 4308 1175 51279 15384 28203 7692 42662 12799 23464 6399 62000 62000 626 126 500 44177 6773 37404 67633 67633 40691 40691 28651 4045 24606 125315 119049 6266 18423 8793 9630 35767 35767 398607 367124 31483 37153 32673 4480 EDUCATIONAL PROGRAMMING 31726 31726 DUES AND FEES 16688 16688 EVENT EXPENSE 15985 15985 MERCHANT FEES 10857 10857 1336 1336 1545181 889675 564074 91432 1214805 714422 2565 2568 68299 61750 13100 13961 10616 13300 16034614 6913462 9383101 9121152 3101259 3325921 13793745 13253074 33141 34851 18958 21740 769012 758348 821111 814939 X 9405475 9011480 3567159 3426655 12972634 12438135 13793745 13253074 -256077 -278422 0 X 0 1 X 1 0 X 1126343 513468 777851 1086097 851001 4354760 285001 311221 94598 228620 413975 1333415 1411344 824689 872449 1314717 1264976 5688175 644138 110274 342193 560032 265000 1921637 0 644138 110274 342193 560032 265000 1921637 3766538 68887 85664 72634 81291 159373 467849 68887 85664 72634 81291 159373 467849 1480231 910353 945083 1396008 1424349 6156024 0.61180 0.65120 0.07600 0.05990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 3110537 500000 -184172 160254 3266111 2626840 5000 624598 145901 3110537 2856912 -85544 144528 2626840 2361657 9774 607588 122107 2856912 2579392 8095 -136218 89612 2361657 0.15308 0.84691 0 0 46500 46500 3789883 3097428 692455 217078 146062 71016 11981153 3669972 8311181 9121152 X 1087405 -278422 -278422 1365827 -76723 -76723 1289104 1621904 0 1621904 -76723 -76723 1545181 PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION ON INCOME TAXES CLARIFIES RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATES TAX POSITIONS FOR RECOGNITION BY DETERMINING WHETHER EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT A POSITION WILL BE SUSTAINED IF EXAMINED BY TAXING AUTHORITIES. AS OF DECEMBER 31, 2022, THE ORGANIZATION IS UNAWARE OF ANY UNCERTAIN TAX POSITIONS. FORT LIGONIER'S TAX RETURNS FOR TAX YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS -48,280. FUNDRAISING EXPENSE -28,443. PART XII, LINE 4B - OTHER ADJUSTMENTS: COGS -48,280. FUNDRAISING EXPENSE -28,443. PART III, LINE 1A THE FORT LIGONIER ASSOCIATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE COLLECTIONS, WHICH ARE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTED COLLECTIONS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PART III, LINE 4 THE FORT LIGONIER ASSOCIATION'S COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. PART V, LINE 4 OVER THE YEARS, SEVERAL CONTRIBUTIONS WERE MADE TO FORT LIGONIER BY INDIVIDUALS AND PRIVATE FOUNDATIONS STIPULATING THAT CONTRIBUTED FUNDS BE MAINTAINED IN PERPETUITY. THE ORIGINAL CONTRIBUTIONS MADE, PLUS CUMULATIVE INVESTMENT INCOME LESS CUMULATIVE AMOUNTS APPROPRIATED FOR DISTRIBUTION, CONSTITUTE THE BALANCE OF FORT LIGONIER'S ENDOWMENT. THE BALANCE OF THE ENDOWMENT IS RESTRICTED TO SUPPORT THE OPERATIONS OF FORT LIGONIER AND A SCHOLARSHIP FOR SUMMER CAMP. X X PA CANNON BALL EVENT 112040 112040 3283 2410 14997 2823 4929 112040 112040 3283 2410 14997 2823 4929 28442 83598 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. UPON FILING OF A BRIEF INFORMATIONAL FORM APPROVED BY THE TRUSTEES AND THE PAYMENT OF APPROPRIATE DUES, THE FOLLOWING BECOME A MEMBER OF THE ASSOCIATION UNDER ONE OF THE FOLLOWING CLASSES: INDIVIDUAL, DUAL, FAMILY, GRANDPARENT, FORTIFYING, 1758, AND LIFETIME MEMBER. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS EIGHTEEN (18) YEARS OF AGE AND OLDER SHALL BE ENTITLED TO VOTE ON EACH MATTER SUBMITTED TO A VOTE OF THE MEMBERSHIP. JOINT, FAMILY AND BUSINESS MEMBERS SHALL BE ENTITLED TO ONE VOTE REPRESENTED BY A DESIGNATED INDIVIDUAL. FORM 990, PART VI, SECTION A, LINE 7B THE ELECTION FOR THE BOARD OF TRUSTEES IS HELD AT THE ANNUAL MEETING. AT ALL MEETINGS OF THE BOARD OF TRUSTEES, THE PRESENCE OF AT LEAST ONE-HALF OF THE TRUSTEES IN OFFICE IS NECESSARY AND SUFFICIENT TO CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS. RESOLUTIONS OF THE BOARD ARE ADOPTED, AND ANY ACTION OF THE BOARD UPON ANY MATTER IS VALID AND EFFECTIVE WITH THE AFFIRMATIVE VOTE OF A MAJORITY OF THE TRUSTEES PRESENT AT A MEETING DULY CONVENED AND AT WHICH A QUORUM IS PRESENT. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT PREPARES THE FORM 990 AND RELATED SCHEDULES AND ATTACHMENTS; REVIEWS IN DETAIL WITH THE EXECUTIVE COMMITTEE; THE EXECUTIVE COMMITTEE REVIEWS WITH THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE COMPLETED BY ALL TRUSTEES AND EMPLOYEES; THESE STATEMENTS ARE THEN REVIEWED BY THE EXECUTIVE DIRECTOR AND COMMITTEE FOR POTENTIAL ISSUES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR MAKES RECOMMENDATIONS FOR INCREASES TO THE SALARIES OF KEY EMPLOYEES AND THESE INCREASES ARE APPROVED BY THE EXECUTIVE COMMITTEE. ANY INCREASES TO SALARIED OR HOURLY EMPLOYEES ARE PROVIDED IN WRITING TO THE ADMINISTRATIVE MANAGER AND PLACED ON FILE IN THE ADMINISTRATIVE OFFICE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BRADDOCK'S BATTLEFIELD HISTORY CENTER INC 200 SOUTH MARKET STREET LIGONIER PA 15658 833008285 HISTORY CENTER PA 501(C)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 BRADDOCK'S BATTLEFIELD HISTORY CENTER O 21244 COST