MAHONING VALLEY HISTORICAL SOCIETY FOUNDATION (EIN 861846978) - 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

2021

Legal Domicile

Principal Officer

CASEY KRELL

Phone

3307465555

Tax Period

2023-01-01 to 2023-12-31

MAHONING VALLEY HISTORICAL SOCIETY FOUNDATION, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2023. The organization ran a surplus of $2.3M, a strong 100% operating margin.

Mission

THE PURPOSE OF THE MAHONING VALLEY HISTORICAL SOCIETY FOUNDATION IS TO CARRY OUT THE CHARITABLE ACTIVITIES OF THE COMMUNITY FOUNDATION OF THE MAHONING VALLEY RELATED TO OR IN PROMOTION OF THE MAHONING VALLEY HISTORICAL SOCIETY, INCLUDING SUPPORTING THE ARMS FAMILY MUSEUM OF LOCAL HISTORY..

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,332,279

Program Service Revenue $0

Investment Income $8,969

Other Revenue $0

TOTAL REVENUE $2,341,248

Expense Breakdown

Grants Paid $10,018

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,018

Other Expenses $0

TOTAL EXPENSES $10,018

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,341,248	N/A	N/A
Expenses	$10,018	N/A	N/A
Net Income	$2,331,230	$0	N/A

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

N/A

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
SUZANNE FLEMING	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT R SCHULICK	TRUSTEE	1.00	Director	$0	$0	$0
GERMAINE F BENNETT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELAYNE BOZICK	TRUSTEE	1.00	Director	$0	$0	$0
STACEY ADGER	TRUSTEE	1.00	Director	$0	$0	$0
JANICE ELIAS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT M ZOLDAN	CHAIR	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$2,341,248	$10,018	$2,429,248	$2,331,230

MAHONING VALLEY HISTORICAL SOCIETY FOUNDATION