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Nonprofiteer
← MAHONING VALLEY HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by MAHONING VALLEY HISTORICAL SOCIETY.

Totals

Total revenue
$2,022,087
Total expenses
$5,363,970
Contributions and grants received
$1,329,700
Grants paid
$3,577,171
Program service revenue
$170,930
Investment income
$454,173
Other revenue
$67,284
Total assets, end of year
$11,850,815
Total liabilities, end of year
$2,181,269
Net assets or fund balances, end of year
$9,669,546
Program services expenses (Part IX)
$4,869,032
Management and general expenses
$278,154
Fundraising expenses
$216,784
Program service expenses (Part III)
$4,869,032

Program services were 90.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $53,554

  • 1f · All other contributions, gifts and grants

    $1,276,146

  • 2a · Program service revenue: SPECIAL EVENTS

    total $106,833 · related or exempt $106,833

  • 2b · Program service revenue: ADMISSION FEES

    total $64,097 · related or exempt $64,097

  • 3 · Investment income

    total $253,875 · excluded $253,875

  • 6a · Gross rents

    real property $49,846

  • 6b · Less rental expenses

    real property $17,884

  • 6c · Rental income or loss

    real property $31,962

  • 6d · Net rental income or loss

    total $31,962 · unrelated business -$4,479 · excluded $36,441

  • 7a · Gross sales of assets other than inventory

    securities $6,196,096

  • 7b · Less cost or other basis and sales expenses

    securities $5,995,798

  • 7c · Gain or loss

    securities $200,298

  • 7d · Net gain or loss

    total $200,298 · excluded $200,298

  • 11a · Other revenue: PUBLICATION SALES

    total $31,649 · related or exempt $31,649

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $2,407 · related or exempt $2,407

  • 11c · Other revenue: LIBRARY & EDUCATION FEES

    total $1,266 · related or exempt $1,266

  • 11e · Other revenue, total

    $35,322

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,577,171 · program services $3,577,171

  • 5 · Compensation of officers, directors and key employees

    total $87,131 · program services $4,357 · management and general $60,991 · fundraising $21,783

  • 7 · Other salaries and wages

    total $546,843 · program services $452,068 · management and general $39,734 · fundraising $55,041

  • 9 · Other employee benefits

    total $129,654 · program services $116,913 · management and general $839 · fundraising $11,902

  • 10 · Payroll taxes

    total $47,251 · program services $34,866 · management and general $6,765 · fundraising $5,620

  • 11b · Fees: legal

    total $7,863 · management and general $7,863

  • 11c · Fees: accounting

    total $12,150 · management and general $12,150

  • 11f · Fees: investment management

    total $53,327 · management and general $53,327

  • 11g · Fees: other

    total $97,397 · program services $22,423 · management and general $17,199 · fundraising $57,775

  • 12 · Advertising and promotion

    total $24,818 · program services $24,818

  • 13 · Office expenses

    total $47,831 · program services $31,997 · management and general $15,834

  • 16 · Occupancy

    total $149,149 · program services $131,993 · management and general $17,156

  • 19 · Conferences, conventions and meetings

    total $3,275 · program services $3,275

  • 20 · Interest

    total $111,972 · program services $111,972

  • 22 · Depreciation, depletion and amortization

    total $207,922 · program services $202,437 · management and general $5,485

  • 23 · Insurance

    total $42,384 · program services $22,717 · management and general $19,667

  • 24a · Other expenses: MAINTENANCE AND REPAIR

    total $81,906 · program services $79,438 · management and general $2,468

  • 24b · Other expenses: SPECIAL EVENTS

    total $71,014 · program services $6,351 · fundraising $64,663

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $31,406 · program services $12,786 · management and general $18,620

  • 24d · Other expenses: MERCHANDISE EXPENSE

    total $29,016 · program services $29,016

  • 24e · All other expenses

    total $4,490 · program services $4,434 · management and general $56

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,182,226 · end of year $748,896

  • 10a · Land, buildings and equipment: cost or other basis

    $8,388,373

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,911,743

  • 10c · Land, buildings and equipment, net

    beginning of year $3,383,856 · end of year $5,476,630

  • 11 · Investments: publicly traded securities

    beginning of year $6,529,046 · end of year $5,385,358

  • 15 · Other assets

    beginning of year $239,931 · end of year $239,931

  • 17 · Accounts payable and accrued expenses

    beginning of year $26 · end of year $637

  • 23 · Secured mortgages and notes payable

    beginning of year $605,632 · end of year $2,180,632

  • 27 · Net assets without donor restrictions

    beginning of year $10,359,170 · end of year $8,032,792

  • 28 · Net assets with donor restrictions

    beginning of year $2,370,231 · end of year $1,636,754

Mission and programs · 2023

Mission

TO EXHIBIT HISTORICAL EDUCATIONAL MATERIAL

Activities or mission (Part I)

EXHIBIT HISTORICAL EDUCATIONAL MATERIAL

  • THE SOCIETY COLLECTS, PRESERVES, AND EXHIBITS BOOKS, RELICS, PICTURES, CLOTHING, FURNITURE, ETC., RELATING TO THE HISTORY OF THE MAHONING VALLEY FOR EDUCATIONAL AND CHARITABLE PURPOSES.

    Expenses $4,869,032 · Grants $3,577,171 · Revenue $206,252

As filed on the 2023 return.

Listed in Part VII

  • STACEY ADGER

    FIRST VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DR CRYSHANNA JACKSON-LEFTWICH

    SECOND VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • KEISHA SAXON

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SCOTT R SCHULICK

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL MCBRIDE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KEITH MILLER

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE KANE SHIPKA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • BRIAN MACALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRITZ COOMBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SLANINA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD REESE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR REGINA REES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELAYNE MS BOZICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES B CALLEN ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF CIANCIOLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANICE ELIAS PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE FLEMING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN KIRKWOOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN YERIAN AS OF 1123

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL J MCFADDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY DENNIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GRIMILDA OCASIO-SANTIAGO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL RICCIUTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J DAVID SABINE ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANA TORRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HOLLIE WALLACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DON EMERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID STILLWAGON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROLE WEIMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANET YANIGLOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONNA BUZULENCIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PENNY WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMANTHA TURNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD FRANKO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALAN MIRKIN THRU 1123

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • H WILLIAM LAWSON

    EXECUTIVE DIRECTOR

    Total calculated
    $87,130
    From this org
    $73,690
    From related orgs
    $0
    Other
    $13,440
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541339349306054

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