ANIMAL WELFARE INSTITUTE (EIN 135655952) - 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

1951

Legal Domicile

Principal Officer

SUSAN MILLWARD

Phone

2023372332

Tax Period

2023-07-01 to 2024-06-30

ANIMAL WELFARE INSTITUTE, founded in 1951, is a community nonprofit in the Animal-Related sector that reported $8.0M in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. Expenses of $7.2M left a modest 9% surplus.

Mission

TO ALLEVIATE ANIMAL SUFFERING CAUSED BY PEOPLE.

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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 $6,942,035

Program Service Revenue $6,933

Investment Income $943,530

Other Revenue $80,338

TOTAL REVENUE $7,972,836

Expense Breakdown

Grants Paid $1,357,746

Salaries & Benefits $3,679,541

Fundraising Expenses $63,613

Program Expenses $6,588,308

Other Expenses $2,179,489

TOTAL EXPENSES $7,216,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,972,836	$11,353,156	-0.3%
Expenses	$7,216,776	$6,118,926	+0.2%
Net Income	$756,060	$5,234,230	-0.9%

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

$518,031

Total Directors

$63,764

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN KESSOCK	TREASURER	1.00	Officer Director	$0	$0	$0
CAROLINE GRIFFIN ESQ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CATHY LISS	CHAIR	5.00	Officer Director	$63,764	$0	$63,764
CHRIS MILLER DVM	DIRECTOR	1.00	Director	$0	$0	$0
JILL CAREY	DIRECTOR	1.00	Director	$0	$0	$0
MARY LEE JENSVOLD PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM STOKES DVM	DIRECTOR	1.00	Director	$0	$0	$0
PAUL MARCHIONE	CHIEF OPERATIONS OFFICER	40.00	Officer	$79,994	$8,847	$88,841
ROBIN JACOBSOHN	GENERAL COUNSEL	40.00	Officer	$165,062	$20,038	$185,100
SUSAN MILLWARD	EXECUTIVE DIRECTOR/CEO	40.00	Officer	$175,038	$5,288	$180,326
ANNMARIE BLANEY	DIRECTOR OF GOVERNMENT AFFAIRS	40.00	Highest	$114,004	$3,420	$117,424
DAVID TILFORD	SENIOR WRITER/EDITOR	40.00	Highest	$109,326	$4,851	$114,177
DENA JONES	DIR OF FARMED ANIMAL PROGRAMS	40.00	Highest	$111,171	$20,100	$131,271
DONALD J SCHUBERT	SENIOR POLICY ADVISOR	40.00	Highest	$106,434	$22,060	$128,494
JOHANNA HAMBURGER	DIR OF TERRESTRIAL WILDLIFE	40.00	Highest	$108,782	$11,615	$120,397

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	No data	No data	No data	No data
2024	$7,972,836	$7,216,776	$28,192,619	$756,060
2023	$11,353,156	$6,118,926	$26,162,099	$5,234,230
2022	$7,420,921	$4,895,285	$19,635,322	$2,525,636
2021	$5,322,785	$4,242,269	$19,708,511	$1,080,516
2020	$4,845,174	$4,157,546	$16,936,310	$687,628
2019	$5,264,862	$4,091,811	$16,204,462	$1,173,051
2018	$4,934,276	$3,575,930	$14,880,796	$1,358,346

ANIMAL WELFARE INSTITUTE