2024-09-06T04:34:23-07:00 2023-12-31 884155253 Scott & Associates CPA PC 45 Walnut Street Waynesboro PA 17268 990 2023-01-01 251763245 Conococheague Institute For the Study of Cultural Heritage CONO 7173283467 12995 Bain Road Mercersburg PA 17236 Elizabeth Lillard President 2024-09-06 true true Hope C Scott CPA EA P00319318 7177658515 2023 2024-08-08 14:25:15Z Elizabeth Lillard 1078522 false X WWW.CIMLG.ORG X 1994 PA DEVELOP & PROMOTE AWARENESS OF FRENCH & INDIAN WAR HISTORY & CULTURE OF THE CONOCOCHEAGUE REGION. 15 15 7 51 0 183163 1048937 0 1047 8456 13708 14736 197918 1072129 0 0 79795 121129 0 4965 83990 92105 163785 213234 34133 858895 905189 1915131 4200 4320 900989 1910811 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. false false 141900 1072129 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. 141900 true true false false false false false false false true true true false false false true false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 6 0 true 7 true false false false false false false false 0 false false false false false false false X 15 15 true false false false false false false true true true false true false true false true true false MD PA X X Matt Wedd Executive Director 7173283467 12995 Bain Road Mercersburg PA 17236 X Kitty Clark Director 1.00 0.00 X 0 0 0 Sheryl Snider Director 1.00 0.00 X 0 0 0 Matt South Director 1.00 0.00 X 0 0 0 Melanie Desmond Director 1.00 0.00 X 0 0 0 Will Sheppard Director 1.00 0.00 X 0 0 0 Bailey Roberts Long Director 1.00 0.00 X 0 0 0 Leighton Wolffe Director 1.00 0.00 X 0 0 0 Gina Vitale HR Liaison 1.00 0.00 X 0 0 0 John David Bennett Director 1.00 0.00 X 0 0 0 Matt Baer Director 1.00 0.00 X 0 0 0 John C Stauffer Pres. Emeritus 1.00 0.00 X 0 0 0 Sam Cathey Treasurer 8.00 0.00 X 0 0 0 Elizabeth Betsey Lillard President 8.00 0.00 X 0 0 0 Ellen Kinzer Vice President 1.00 0.00 X 0 0 0 Robert Schwartz Secretary 1.00 0.00 X 0 0 0 0 false false false 0 8255 74000 966682 373826 1048937 0 8456 8456 0 0 0 0 15515 3400 12115 0 5411 2993 2418 2418 Sales Tax Discount 900099 3 3 Workshop fees 200 200 203 1072129 203 10874 0 0 0 0 0 0 110121 70121 36000 4000 0 0 11008 7009 3599 400 0 0 1915 1915 0 0 804 804 1391 1391 565 565 2925 2925 0 0 14878 8191 6687 514 514 0 0 111 111 0 15209 15209 11227 3000 8227 Donations 23570 23570 Supplies 14017 11941 2076 Dues and Subscriptions 2135 2135 Telephone 1656 1656 1188 399 789 213234 141900 66369 4965 211007 140118 11002 6219 0 0 0 0 0 6417 7929 0 744176 132239 557713 611937 25127 917351 137654 0 0 93923 93923 905189 1915131 4200 4320 4200 4320 X 864860 1773157 36129 137654 900989 1910811 905189 1915131 X 858895 150927 X true X true X false false X 121149 162976 179767 183163 1056277 1703332 0 0 121149 162976 179767 183163 1056277 1703332 0 1703332 882 720 1250 1047 12456 16355 0 3 3 1719690 56 0.99050 0.99440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36129 873716 14530 804 923571 35206 938 15 36129 34072 1152 18 35206 33371 720 19 34072 32014 500 880 23 33371 false false false 52053 52053 455646 42040 413606 121901 47706 74195 114576 42493 72083 611937 137654 C 137654 X Part V, Line 4: Intended uses of the endowment fund. Endowment Investments: Endowment investments in equity securities and all investments in debt securities are valued and reported at cost in the Statement of assets, liabilities and net assets - modified cash basis. The realized gain and loss on the sale of endowment investment is computed on a specific identification basis and is also included as an increase or decrease in net assets without donor restrictions unless their use is otherwise restricted by explicit donor stipulation or by law. The Commonwealth of Pennsylvania has not enacted a version of the Uniform Prudent Management of Institutional Funds Act of 2006 (UPMIFA). Relevant law for reporting of endowment funds is provided in Pa. C.S. Section 5548, Investment of Trust Funds. Absent explicit donor restrictions to the contrary, the Board of the Organization has interpreted the Commonwealth of Pennsylvania law as requiring the preservation of the fair values of the original gifts of donor-restricted endowment funds as of the gifts dates.The Organization classifies board-designated endowment funds as net assets without donor restrictions. Investment income is classified as without donor restrictions.The Organization considers several factors when making determinations to appropriate or accumulate the endowment funds. These factors include the duration and reservation of the fund, the mission of the Organization, the purpose of any donor restrictions (currently none), general economic conditions, the possible effects of inflation and deflation, the expected total returns from income and the appreciation of investments and other resources.Endowment investments are invested consistent with an investment-policy statement monitored by the Board of Directors. To satisfy long-term rate of return objectives, the Organization relies on a long-term strategy in which investment returns are achieved through both capital appreciation (realized) and current yield (interest and dividends). The Organization targets a diversified asset allocation that places a greater emphasis on fixed income investments to achieve its long-term return objectives within prudent risk constraints.PART X, LINE 1: THE INSTITUTE IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL TAX PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE INSTITUTE HAD NO UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2023.THE INSTITUTE FILES REQUIRED INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND MARYLAND AND PENNSYLVANIA. AS OF DECEMBER 31, 2023, THE INSTITUTE HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE INSTITUTE'S FINANCIAL STATEMENTS. THE INSTITUTE'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES PAID DURING THE YEAR IN INCOME TAX EXPENSE ON THE FINANCIAL STATEMENTS. ACCRUED INTEREST PAID ON INVESTMENTS WERE RECORDED DURING THE YEAR ENDED DECEMBER 31, 2022.GENERALLY, THE TAX YEARS BEFORE 2020 ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL AUTHORITIES. Part X : FIN48 Footnote See Part XIII Note false Tours/Misc Events 15515 15515 3400 15515 15515 3400 3400 12115 X 3 373826 closing value false false false Form 990, Part VI, Section A, Line 2 ELLEN KINZER, VICE PRESIDENT AND ROBERT SCHWARTZ, SECRETARY ARE MARRIED. Form 990, Part VI, Section A, Line 9 Matt Baer431 W Baltimore St, Unit BGreencastle, PA 17225Leighton Wolffe3485 S Westwood DriveMillcreek, UT 84109 Form 990, Part VI, Section B, Line 11b THE PRESIDENT REVIEWS THE 990 PRIOR TO THE FILING. AFTER FILING, A COPY IS MADE AVAILABLE TO THE BOARD. Form 990, Part VI, Section B, Line 15a EMPLOYEE COMPENSATION IS DETERMINED AND REVIEWED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section B, Line 15b EMPLOYEE COMPENSATION IS DETERMINED AND REVIEWED BY THE BOARD OF DIRECTORS. Form 990, Part VI, Section C, Line 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. PRIOR YEAR TAX RETURNS ARE AVAILABLE TO PUBLIC ON IRS.GOV WEBSITE. Form 990, Part XI, Line 9 Adjust to record beneficial interest in a perpetual trust = $150927