2026-07-17T14:17:42-05:00 2025-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990 2025-01-01 141440924 THE FORT TICONDEROGA ASSOCIATION FORT 5185852821 PO BOX 390 TICONDEROGA NY 12883 BETH HILL PRESIDENT & CEO 5185852821 2026-07-17 1 ALAN W CLINK CPA P01256785 5187850134 2026-07-17 2025 2025-03-06 01:10:19Z X BETH HILL PO BOX 390 TICONDEROGA NY 12883 12204068 0 X WWW.FORTTICONDEROGA.ORG X 1950 NY 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. 15 15 100 695 0 0 6345911 8108341 1444956 1569126 636426 499571 480654 986990 8907947 11164028 0 0 0 0 2871694 3113220 11295 14862 503014 3335409 3607405 6218398 6735487 2689549 4428541 28688254 33375202 980139 932135 27708115 32443067 X 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. 0 0 5363079 1569126 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. 5363079 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 65 0 1 100 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X COLLEEN RICHARDS 5185852821 PO BOX 390 TICONDEROGA NY 12833 SUSAN DARRIN TRUSTEE 1.00 X 0 0 0 ROBERT MORETTE TRUSTEE 1.00 X 0 0 0 RICHARD LONGSTRETH TRUSTEE 1.00 X 0 0 0 RAYMOND CHASE TRUSTEE 1.00 X 0 0 0 PETER L CLARKE TRUSTEE 1.00 X 0 0 0 KATHARINE PELICAN TRUSTEE 1.00 X 0 0 0 JUDY REED SMITH TRUSTEE 1.00 X 0 0 0 JOHN LAWSON TRUSTEE 1.00 X 0 0 0 JAMES SEFCIK TRUSTEE 1.00 X 0 0 0 H CRAIG TREIBER TRUSTEE 1.00 X 0 0 0 DOUGLAS WILEY TRUSTEE 1.00 X 0 0 0 DAVID R GROGAN TRUSTEE 1.00 X 0 0 0 BOB BAILEY TRUSTEE 1.00 X 0 0 0 ROY DAVIS CHAIRMAN 2.00 X X 0 0 0 JOHN MACIONIS VICE CHAIR 2.00 X X 0 0 0 MARTHA STRUM SECRETARY 40.00 X 52077 0 16232 COLLEEN RICHARDS TREASURER 40.00 X 129874 0 24331 BETH HILL PRESIDENT & CEO 40.00 X 385015 0 90974 CHRISTOPHER RICHARDS DIRECTOR OF FACILITIES 40.00 X 131350 0 25054 STUART LILIE VP OF PUBLIC HISTORY 40.00 X 101624 0 32332 799940 0 188923 4 0 1 0 GANEM CONTRACTING CORPORATION PO BOX 1349 CLIFTON PARK NY 12065 FORT WALLS RESTORATION 737754 BRAWN MEDIA 441 NEW KARNER RD ALBANY NY 12205 MARKETING 635530 CUTTING EDGE GROUP LLC 1810 STATE ROUTE 9 SUITE B LAKE GEORGE NY 12845 HORIZONTAL DIRECTIONAL DRILLING 237869 PECKHAM INDUSTRIES INC PO BOX 1055 ALBANY NY 12201 ROAD PAVING 152617 DEFRANCO LANDSCAPING INC PO BOX 677 HAGUE NY 12836 LANDSCAPING 144810 5 128584 1290067 6689690 187233 8108341 ADMISSIONS 713990 1479297 1479297 PERFORMANCE AND PROGRAM FEES 713990 89829 89829 1569126 328976 328976 176259 0 176259 176259 176259 289537 1800 120742 0 168795 1800 170595 170595 356477 128584 173077 183400 183400 868330 746221 122109 122109 INSURANCE RECOVERIES 900099 505222 505222 505222 11164028 1569126 0 1486561 698503 436615 187317 74571 1866719 1723066 25997 117656 111762 37762 62593 11407 204865 154234 21868 28763 231371 205019 9195 17157 6621 6621 57171 15353 36880 4938 14862 14862 206 206 571369 445725 37186 88458 849905 803167 46738 335500 198177 68413 68910 272750 259250 13500 112645 86355 5300 20990 536449 287468 248981 162613 153325 9288 BUILDING & GROUNDS MAIN 312085 302569 9516 EDUCATION PROGRAMS 142571 142560 11 COMPUTER SERVICES 111001 58244 44193 8564 BAD DEBT EXPENSE 70000 70000 66519 54190 12329 6735487 5363079 869394 503014 X 424921 318692 0 106229 651966 770520 7224360 9707718 462571 640852 200519 184501 162278 128443 19850632 6329618 12627407 13521014 5458887 5982284 1900266 2439870 28688254 33375202 817078 755020 27714 52549 135347 124566 980139 932135 X 22104736 25403154 5603379 7039913 27708115 32443067 28688254 33375202 4428541 306411 0 X 0 1 X 1 0 X 8346433 4992334 5713015 6345911 8108341 33506034 1270204 1190307 1273935 1444956 1569126 6748528 9616637 6182641 6986950 7790867 9677467 40254562 0 0 0 40254562 228426 279802 430907 499308 505235 1943678 228426 279802 430907 499308 505235 1943678 69953 45529 153510 188808 122109 579909 125458 400955 117698 299100 861699 1804910 10040474 6908927 7689065 8778083 11166510 44583059 0.90290 0.92150 0.04360 0.04130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE RECOVERIES - 2022 AMOUNT: $ 290,839. 2023 AMOUNT: $ 12,645. 2025 AMOUNT: $ 505,222. FUNDRAISING - 2021 AMOUNT: $ 125,458. 2022 AMOUNT: $ 110,116. 2023 AMOUNT: $ 105,053. 2024 AMOUNT: $ 299,100. 2025 AMOUNT: $ 356,477. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 3232105 2263 3234368 3228934 1000 2171 3232105 3226537 500 1897 3228934 3224626 500 1411 3226537 3235330 -10704 3224626 1.00000 0 0 1081360 1081360 15578144 4337959 11240185 3191128 1991659 1199469 13521014 COLLECTION DEPOSIT 2275000 RIGHT OF USE ASSET 120116 OTHER DEPOSIT 44754 2439870 LEASE LIABILITIES - OPERATING 122816 OTHER LIABILITIES 1750 124566 X 12865564 306411 1395331 1701742 11163822 206 206 11164028 7654579 919298 919298 6735281 206 206 6735487 PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(L)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). UNDER ACCOUNTING STANDARDS CODIFICATION (ASC) SECTION 740, THE TAX STATUS OF TAX-EXEMPT ENTITIES IS AN UNCERTAIN TAX POSITION, SINCE EVENTS COULD POTENTIALLY OCCUR THAT JEOPARDIZE TAX-EXEMPT STATUS. MANAGEMENT IS NOT AWARE OF ANY EVENTS THAT COULD JEOPARDIZE THE ASSOCIATION'S TAX EXEMPT STATUS. THEREFORE, NO LIABILITY OR PROVISION FOR INCOME TAX HAS BEEN REFLECTED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 476,033. COST OF GOODS SOLD INCLUDED ON STATEMENT OF REVENUE 746,221. FUNDRAISING EXPENSES DEDUCTED ON STATEMENT OF REVENUE 173,077. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 206. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED ON STATEMENT OF REVENUE 746,221. FUNDRAISING EXPENSES INCLUDED ON STATEMENT OF REVENUE 173,077. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 206. PART III, LINE 1A - COLLECTIONS AND HISTORICAL STRUCTURES THE ASSOCIATION'S COLLECTIONS CONSISTS OF ARTIFACTS THAT DOCUMENT THE THEORY AND PRACTICE OF WAR IN THE EARLY MODERN PERIOD. THESE ARTIFACTS INCLUDE WEAPONS (MUSKETS, PISTOLS, SWORDS, BAYONETS, POLEARMS, AND ARTILLERY), PERSONAL GEAR, UNIFORMS, INSIGNIA, FURNITURE, PAINTINGS, PRINTS, AND MAPS, IN ADDITION TO THE ARCHEOLOGICAL COLLECTIONS RECOVERED DURING THE RESTORATION AND RECONSTRUCTION OF THE FORT IN THE 20TH CENTURY. THE ASSOCIATION ALSO HOLDS A SIGNIFICANT LIBRARY COLLECTION INCLUDING RARE BOOKS ON THE ART OF WAR AND MILITARY SCIENCE DATING FROM THE SAME PERIOD, FROM ACROSS EUROPE AND NORTH AMERICA AND A MANUSCRIPT COLLECTION OF LETTERS, DIARIES, RECEIPTS, RETURNS, ORDERLY BOOKS, AND OTHER EPHEMERA GENERATED DURING THE 18TH CENTURY CONFLICTS. THE HISTORIC STRUCTURES INCLUDE THE RECONSTRUCTED 18TH CENTURY FORT, 1826 PAVILION, AND OTHER RELATED HISTORIC STRUCTURES. COLLECTION ITEMS ARE ON DISPLAY IN MUSEUM EXHIBITIONS AND ARE AVAILABLE FOR RESEARCH PURPOSES AT THE THOMPSON PELL RESEARCH CENTER. COLLECTION ITEMS ARE ALSO ACCESSIBLE DIGITALLY FOR RESEARCHERS AT WWW.FORTTICONDEROGA.ORG. THE ASSOCIATION EMPLOYS A CURATOR, VICE PRESIDENT OF MUSEUM AFFAIRS, COLLECTIONS MANAGER, ARCHIVIST AND OTHER COLLECTIONS STAFF TO ENSURE THAT THE COLLECTION IS PROTECTED, PRESERVED AND INTERPRETED. IT IS THE POLICY OF THE ASSOCIATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED FOR THE CONSERVATION AND CARE OF COLLECTION ITEMS AS WELL AS THE ADDITIONAL ACQUISITION OF COLLECTIONS. PART III, LINE 4 -COLLECTIONS AND RELATION TO EXEMPT PURPOSE THE ASSOCIATION'S COLLECTIONS CONSISTS OF ARTIFACTS THAT DOCUMENT THE THEORY AND PRACTICE OF WAR IN THE EARLY MODERN PERIOD. THESE ARTIFACTS INCLUDE WEAPONS (MUSKETS, PISTOLS, SWORDS, BAYONETS, POLEARMS, AND ARTILLERY), PERSONAL GEAR, UNIFORMS, INSIGNIA, FURNITURE, PAINTINGS, PRINTS, AND MAPS, IN ADDITION TO THE ARCHEOLOGICAL COLLECTIONS RECOVERED DURING THE RESTORATION AND RECONSTRUCTION OF THE FORT IN THE 20TH CENTURY. THE ASSOCIATION ALSO HOLDS A SIGNIFICANT LIBRARY COLLECTION INCLUDING RARE BOOKS ON THE ART OF WAR AND MILITARY SCIENCE DATING FROM THE SAME PERIOD, FROM ACROSS EUROPE AND NORTH AMERICA AND A MANUSCRIPT COLLECTION OF LETTERS, DIARIES, RECEIPTS, RETURNS, ORDERLY BOOKS, AND OTHER EPHEMERA GENERATED DURING THE 18TH CENTURY CONFLICTS. THE HISTORIC STRUCTURES INCLUDE THE RECONSTRUCTED 18TH CENTURY FORT, 1826 PAVILION, AND OTHER RELATED HISTORIC STRUCTURES. COLLECTION ITEMS ARE ON DISPLAY IN MUSEUM EXHIBITIONS ON-SITE AND ONLINE AT WWW.FORTTICONDEROGA.ORG AND ARE AVAILABLE FOR RESEARCH PURPOSES AT THE THOMPSON PELL RESEARCH CENTER. THE ASSOCIATION EMPLOYS A CURATOR, VICE PRESIDENT OF MUSEUM AFFAIRS, COLLECTIONS MANAGER, ARCHIVIST AND OTHER COLLECTIONS STAFF TO ENSURE THAT THE COLLECTION IS PROTECTED, PRESERVED AND INTERPRETED. IT IS THE POLICY OF THE ASSOCIATION THAT PROCEEDS FROM THE SALE OF ANY COLLECTION ITEMS ARE TO BE USED FOR THE CONSERVATION AND CARE OF COLLECTION ITEMS AS WELL AS THE ADDITIONAL ACQUISITION OF COLLECTIONS. PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS PERMANENTLY RESTRICTED ASSETS ARE HELD INDEFINITELY. THE INCOME FROM THE ASSETS IS USED TO SUPPORT PROGRAMS DESIGNATED BY THE DONORS. X X X X X X 1 FUND RAISING STRATEGIES INC 1410 SPRING HILL ROAD SUITE 600 MCLEAN VA 22102 CONSULTS ON DIRECT MAIL PROGRAM 0 720730 53832 666898 720730 53832 666898 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY TI BALL 248654 83284 165370 26561 12700 15558 5425 28921 GARDEN PARTY 199292 45300 153992 31079 7022 25830 850 19131 447946 128584 319362 57640 19722 41388 6275 48052 173077 146285 SCHEDULE G, PART I, LINE 2B(V) AGENCY FEE PAID BASED ON THE FUND RAISING COUNSEL AGREEMENT WITH FUND RAISING STRATEGIES, INC. X X X 0 1 0 0 0 0 0 0 0 BETH HILL PRESIDENT & CEO 305741 0 0 0 79274 0 77907 0 13067 0 475989 0 79274 0 CHRISTOPHER RICHARDS DIRECTOR OF FACILITIES 127300 0 0 0 4050 0 15507 0 9547 0 156404 0 4050 0 COLLEEN RICHARDS TREASURER 122000 0 0 0 7874 0 14784 0 9547 0 154205 0 7874 0 X 7 187233 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS DISTRIBUTED TO THE ENTIRE GOVERNING BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ENFORCEMENT IS ONGOING BY THE ORGANIZATION AND ITS TRUSTEES. ALL BOARD MEMBERS AND STAFF ANNUALLY SIGN CONFLICT OF INTEREST DISCLOSURE DOCUMENTS AS PART OF THE ORGANIZATIONAL POLICY. FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT AND CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE. FORM 990: PAGE 1: PART B: AMENDED RETURN REASON FOR AMENDED RETURN: FORM 990 WAS AMENDED TO CORRECT THE AMOUNT OF GOVERNMENT GRANTS REPORTED ON PART VIII LINE 1E AND THE AMOUNT OF ALL OTHER CONTRIBUTIONS, GIFTS, GRANTS AND SIMILAR AMOUNTS ON LINE 1F. ADDITIONALLY, SCHEDULE B WAS UPDATED TO CORRECT THE NAME OF ONE CONTRIBUTOR AND PART VII COMPENSATION OF OFFICERS, FIRECTORS, TRUSTEES, KEY EMPLOYEES, HIGHEST COMPENSATED EMPLOYEES, AND INDEPENDENT CONTRACTORS WAS UPDATED TO CORRECT THE NAME OF ONE BOARD MEMBER. FTA PAVILION MM 102 FORT TI ROAD TICONDEROGA NY 12883 851104698 TO ACT AS MANAGING MEMBER OF FTA PAVILLION LLC NY FTA C 5393819 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0