FORT LIGONIER ASSOCIATION

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

JAY JULIUSSEN

Phone

7242389701

Tax Period

2025-01-01 to 2025-12-31

FORT LIGONIER ASSOCIATION, founded in 1946, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2025. Expenses of $1.8M exceeded revenue, resulting in a 20% operating deficit.

Mission

WE INSPIRE ALL TO BECOME BETTER-INFORMED CITIZENS BY ENGAGING THEM IN THE STORIES OF FORT LIGONIER AND HOW IT SET THE STAGE FOR THE FOUNDING OF OUR COUNTRY AND CHANGED WORLD HISTORY.

Program Service Accomplishments

Program 1

Expenses: $944,922 Revenue: $330,404

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,062,313

Program Service Revenue $257,155

Investment Income $118,661

Other Revenue $54,850

TOTAL REVENUE $1,492,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $920,830

Fundraising Expenses $142,145

Program Expenses $944,922

Other Expenses $876,314

TOTAL EXPENSES $1,797,144

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,492,979	$1,536,342	0.0%
Expenses	$1,797,144	$1,672,496	+0.1%
Net Income	$-304,165	$-136,154	+1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$129,854

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD M PETNUCH ESQUIRE	VICE PRESIDENT (RESIGNED)	1.00	Officer Director	$0	$0	$0
DAVID RODERICK	PRESIDENT	6.00	Officer Director	$0	$0	$0
LYNN A SCALISE	SECRETARY (RESIGNED)	1.00	Officer Director	$0	$0	$0
JAY JULIUSSEN	TREASURER	3.00	Officer Director	$0	$0	$0
THOMAS DONCHEZ	TRUSTEE	1.00	Director	$0	$0	$0
THEODORE CHAVEZ	TRUSTEE	1.00	Director	$0	$0	$0
HOLLY A MAYER PHD	TRUSTEE	1.00	Director	$0	$0	$0
JO ROSSI	TRUSTEE (RESIGNED)	1.00	Director	$0	$0	$0
CHARLES JACOBINA	TRUSTEE/ VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DAN HARSHBERGER	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE HENDERSON	TRUSTEE	1.00	Director	$0	$0	$0
WADE STONER	TRUSTEE	1.00	Director	$0	$0	$0
PATRICK NEFF	TRUSTEE	1.00	Director	$0	$0	$0
DEAN MALISSA	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM MCARTHUR	TRUSTEE	1.00	Director	$0	$0	$0
JEN SAUSMAN	TRUSTEE/ SECRETARY	1.00	Officer Director	$0	$0	$0
CHAS FAGAN	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS TERRIT	TRUSTEE	1.00	Director	$0	$0	$0
LAURA S FISHER	TRUSTEE	1.00	Director	$0	$0	$0
IAN OLDAKER	TRUSTEE	1.00	Director	$0	$0	$0
BROTHER BRUNO HEISEY OSB	TRUSTEE	1.00	Director	$0	$0	$0
R SCOTT STEPHENSON PHD	TRUSTEE	1.00	Director	$0	$0	$0
MARY MANGES	EXECUTIVE DIRECTOR	40.00	Officer	$103,500	$26,354	$129,854

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,492,979	$1,797,144	$13,565,085	$-304,165
2024	$1,536,342	$1,672,496	$13,410,806	$-136,154
2023	$1,461,309	$1,711,386	$13,029,117	$-250,077
2022	$1,289,104	$1,545,181	$13,253,074	$-256,077
2021	$1,500,088	$1,427,150	$13,793,745	$72,938
2020	$1,009,179	$1,334,662	$12,994,987	$-325,483
2019	$1,465,369	$1,698,925	$13,460,985	$-233,556
2018	$1,470,518	$1,740,381	$13,450,487	$-269,863