MAHONING VALLEY SOJOURN TO THE PAST

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

PENELOPE WELLS

Phone

3307880545

Tax Period

2024-06-01 to 2025-05-31

MAHONING VALLEY SOJOURN TO THE PAST, founded in 2007, is a small nonprofit in the Civil Rights & Advocacy sector that reported $267K in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 45% operating margin.

Mission

MAHONING VALLEY SOJOURN TO THE PAST EXISTS TO ENABLE INDIVIDUALS TO PARTICIPATE IN EDUCATIONAL ACTIVITIES THAT ENCOURAGE PERSONAL GROWTH AND LEAD TO ACTION.

Program Service Accomplishments

Program 1

Expenses: $97,886

TAKING HIGH SCHOOL STUDENTS TO CIVIL RIGHTS SITES IN THE SOUTH, LEARNING THE LESSONS OF THE MOVEMENT AND THE PRINCIPLES OF NONVIOLENCE. RETURNING HOME WITH ACTION PLANS TO IMPLEMENT IN THEIR SCHOOLS...

Program 2

Expenses: $34,315

NONVIOLENCE WEEK ACTIVITIES INCLUDING NONVIOLENCE PARADE/RALLY, SIMEON BOOK AWARD FOR COURAGE, SPEAKERS IN SCHOOLS, ART AND POETRY CONTEST. IMPACTS THOUSANDS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $265,261

Program Service Revenue $0

Investment Income $0

Other Revenue $1,355

TOTAL REVENUE $266,616

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $132,201

Other Expenses $137,538

TOTAL EXPENSES $145,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$266,616	$187,523	+0.4%
Expenses	$145,538	$122,021	+0.2%
Net Income	$121,078	$65,502	+0.8%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
PENELOPE WELLS	DIRECTOR	1.00	Officer Director	$0	$0	$0
ALAN RODGES	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRITTANY BAILEY	MEMBER	1.00	Director	$0	$0	$0
LEKEILA HOUSER	MEMBER	1.00	Director	$0	$0	$0
STEVE SCHULTZ	MEMBER	1.00	Director	$0	$0	$0
MIAH PIERCE	MEMBER	1.00	Director	$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
2025	$266,616	$145,538	$565,897	$121,078