MAHONING VALLEY HISTORICAL SOCIETY (EIN 340872868) - Form 990 Financial Analysis & Trantor Score

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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

1875

Legal Domicile

Principal Officer

H WILLIAM LAWSON

Phone

3307432589

Tax Period

2024-07-01 to 2025-06-30

MAHONING VALLEY HISTORICAL SOCIETY, founded in 1875, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.8M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $680K, a strong 24% operating margin.

Mission

EXHIBIT HISTORICAL EDUCATIONAL MATERIAL

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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 $2,082,850

Program Service Revenue $176,878

Investment Income $424,366

Other Revenue $113,316

TOTAL REVENUE $2,797,410

Expense Breakdown

Grants Paid $0

Salaries & Benefits $900,388

Fundraising Expenses $282,400

Program Expenses $1,493,496

Other Expenses $1,216,739

TOTAL EXPENSES $2,117,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,797,410	$2,022,087	+0.4%
Expenses	$2,117,127	$5,363,970	-0.6%
Net Income	$680,283	$-3,341,883	-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

$93,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACEY ADGER	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR CRYSHANNA JACKSON-LEFTWICH	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KEISHA SAXON	ASSISTANT SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT R SCHULICK	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL MCBRIDE	TREASURER	1.00	Officer Director	$0	$0	$0
KEITH MILLER	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
KATHERINE KANE SHIPKA	SECRETARY	1.00	Officer Director	$0	$0	$0
BRIAN MACALA	DIRECTOR	1.00	Director	$0	$0	$0
FRITZ COOMBS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN SLANINA	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD REESE THRU 225	DIRECTOR	1.00	Director	$0	$0	$0
DR REGINA REES	DIRECTOR	1.00	Director	$0	$0	$0
ELAYNE MS BOZICK	DIRECTOR	1.00	Director	$0	$0	$0
JAMES B CALLEN ESQ	DIRECTOR	1.00	Director	$0	$0	$0
JEFF CIANCIOLA THRU 625	DIRECTOR	1.00	Director	$0	$0	$0
JANICE ELIAS PHD	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE FLEMING THRU 625	DIRECTOR	1.00	Director	$0	$0	$0
LYNN KIRKWOOD THRU 625	DIRECTOR	1.00	Director	$0	$0	$0
JOHN YERIAN	DIRECTOR	1.00	Director	$0	$0	$0
PAUL J MCFADDEN THRU 624	DIRECTOR	1.00	Director	$0	$0	$0
MARY DENNIS	DIRECTOR	1.00	Director	$0	$0	$0
GRIMILDA SANTIAGO THRU 325	DIRECTOR	1.00	Director	$0	$0	$0
PAUL RICCIUTI	DIRECTOR	1.00	Director	$0	$0	$0
J DAVID SABINE ESQ	DIRECTOR	1.00	Director	$0	$0	$0
ANA TORRES	DIRECTOR	1.00	Director	$0	$0	$0
HOLLIE WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
DON EMERSON	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STILLWAGON	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE WEIMER	DIRECTOR	1.00	Director	$0	$0	$0
JANET YANIGLOS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA BUZULENCIA	DIRECTOR	1.00	Director	$0	$0	$0
PENNY WELLS	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA TURNER	DIRECTOR	1.00	Director	$0	$0	$0
TODD FRANKO	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MCNALLY AS OF 724	DIRECTOR	1.00	Director	$0	$0	$0
DR MARTHA PALLANT AS OF 724	DIRECTOR	1.00	Director	$0	$0	$0
ALLSION BYE AS OF 625	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FEDERICK CPA AS OF 625	DIRECTOR	1.00	Director	$0	$0	$0
H WILLIAM LAWSON	EXECUTIVE DIRECTOR	40.00	Officer	$78,875	$15,029	$93,904

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	$2,797,410	$2,117,127	$12,905,954	$680,283
2024	No data	No data	No data	No data
2023	$2,967,883	$1,485,954	$13,335,059	$1,481,929
2022	$1,530,224	$1,373,338	$11,559,336	$156,886
2021	$2,648,166	$1,271,587	$12,648,833	$1,376,579
2020	$1,463,427	$1,299,442	$10,545,567	$163,985
2019	$1,303,237	$1,225,321	$10,299,059	$77,916
2018	$1,366,187	$1,192,020	$10,224,029	$174,167

MAHONING VALLEY HISTORICAL SOCIETY