SOJOURN TO THE PAST (EIN 943336985) - 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

1999

Legal Domicile

Principal Officer

JEFFREY STEINBERG

Phone

6502706700

Tax Period

2024-07-01 to 2025-06-30

SOJOURN TO THE PAST, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.0M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. Expenses of $1.9M left a modest 3% surplus.

Mission

LIVING HISTORY. LEARNING ABOUT SACRIFICES MADE AND LIVES TAKEN TO ACHIEVE THE RIGHT TO VOTE

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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 $449,978

Program Service Revenue $1,507,706

Investment Income $3,645

Other Revenue $5,493

TOTAL REVENUE $1,966,822

Expense Breakdown

Grants Paid $65,250

Salaries & Benefits $563,303

Fundraising Expenses $62,387

Program Expenses $1,593,429

Other Expenses $1,252,608

TOTAL EXPENSES $1,904,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,966,822	$1,294,781	+0.5%
Expenses	$1,904,047	$1,604,755	+0.2%
Net Income	$62,775	$-309,974	-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

$196,153

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REENA EVERS EVERETTE	CHAIRPERSON	0.00	Director	$0	$0	$0
ANIL MUJUMDAR	VICE CHAIRMAN	0.00	Director	$0	$0	$0
JEFFREY STEINBERG	EXECUTIVE DIRECTOR	40.00	Officer	$156,923	$39,230	$196,153
WAYNE MYERS-TAYLOR	SECRETARY	0.00	Officer	$0	$0	$0
SHANNON COUCH	TREASURER	0.00	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
2025	$1,966,822	$1,904,047	$797,999	$62,775
2024	No data	No data	No data	No data
2023	$1,517,134	$1,453,411	$962,369	$63,723
2023	$1,524,074	$1,457,044	$827,353	$67,030
2022	$2,070,294	$1,205,848	$918,406	$864,446
2021	$139,435	$279,145	$427,475	$-139,710

SOJOURN TO THE PAST