Conococheague Institute For the St… - Form 990 Financial Data

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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

1994

Legal Domicile

Principal Officer

Elizabeth Lillard

Phone

7173283467

Tax Period

2024-01-01 to 2024-12-31

Conococheague Institute For the Study of Cultural Heritage, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $424K in total revenue in fiscal year 2024. Revenue fell 60% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $143K, a strong 34% operating margin.

Mission

THE CONOCOCHEAGUE INSTITUTE SERVES AS A CENTER FOR DEVELOPING AND PROMOTING AN AWARENESS OF THE NATURAL HISTORY AND CULTURAL SIGNIFICANCE OF THE CONOCOCHEAGUE REGION, AND MORE BROADLY, THE APPALACHIAN FRONTIER IN PENNSYLVANIA, MARYLAND, AND VIRGINIA.

Program Service Accomplishments

Program 1

Expenses: $180,024 Revenue: $424,180

THE EXPENSES INCURRED IN CONNECTION WITH STUDIES AND RESEARCH REGARDING HISTORY AND CULTURE OF THE WELSH RUN FRANKLIN COUNTY PA REGION AND ORGANIZING HISTORIC CELEBRATIONS. MAINTENANCE AND REPAIRS TO HISTORIC PROPERTIES OWNED BY THE INSTITUTE IN THE WELSH RUN AREA INCLUDING INSURANCE AND OTHER NECESSARY RETENTION EXPENSES. BROCHURES AND PUBLICATIONS DEPICTING THE HISTORIC AND CULTURAL SIGNIFICANCE AND RESULTS OF STUDIES CONDUCTED OR SPONSORED BY THE INSTITUTE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $315,747

Program Service Revenue $0

Investment Income $78,729

Other Revenue $29,704

TOTAL REVENUE $424,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $136,372

Fundraising Expenses $8,439

Program Expenses $180,024

Other Expenses $144,913

TOTAL EXPENSES $281,285

Year-over-Year Comparison

	2024	2023	Change
Revenue	$424,180	$1,072,129	-0.6%
Expenses	$281,285	$213,234	+0.3%
Net Income	$142,895	$858,895	-0.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kitty Clark	Director (9/24)	4.00	Director	$0	$0	$0
Sheryl Snider	Director (9/24)	4.00	Director	$0	$0	$0
Matt South	Director	4.00	Director	$0	$0	$0
Melanie Desmond	Director	4.00	Director	$0	$0	$0
Will Sheppard	Director	4.00	Director	$0	$0	$0
Bailey Roberts Long	Director	4.00	Director	$0	$0	$0
Selena Feng	DirectorTreas	4.00	Director	$0	$0	$0
Gina Vitale	HR Liaison	4.00	Director	$0	$0	$0
John David Bennett	Director (7/24)	4.00	Director	$0	$0	$0
Matt Baer	Director (1/24)	4.00	Director	$0	$0	$0
John C Stauffer	Pres. Emeritus	4.00	Director	$0	$0	$0
Derek Furry	Director	4.00	Director	$0	$0	$0
Terri Scott	Director	4.00	Director	$0	$0	$0
Will Slater	Director	4.00	Director	$0	$0	$0
Sam Cathey	TreasDirector	4.00	Officer	$0	$0	$0
Elizabeth Betsey Lillard	President	4.00	Officer	$0	$0	$0
Ellen Kinzer	Vice President	4.00	Officer	$0	$0	$0
Robert Schwartz	Secretary	4.00	Officer	$0	$0	$0

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
2024	$424,180	$281,285	$2,059,821	$142,895
2023	$1,072,129	$213,234	$1,915,131	$858,895
2022	$197,918	$163,785	$905,189	$34,133
2021	$206,080	$123,794	$870,391	$82,286
2020	$162,388	$109,553	$784,921	$52,835
2019	$133,075	$110,884	$732,900	$22,191
2018	$223,986	$141,242	$711,684	$82,744

Conococheague Institute For the Study of Cultural Heritage