ANIMAL WELFARE SOCIETY OF MONROE

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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

2009

Legal Domicile

Principal Officer

ANGELA MCKENZIE

Phone

5704213647

Tax Period

2023-01-01 to 2023-12-31

ANIMAL WELFARE SOCIETY OF MONROE, founded in 2009, is a community nonprofit in the Animal-Related sector that reported $2.4M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $872K, a strong 36% operating margin.

Mission

THE ANIMAL WELFARE SOCIETY OF MONROE (AWSOM) PROVIDES SHELTER AND MEDICAL CARE FOR COMPANION ANIMALS SO THEY ARE FREE FROM ABUSE, HUNGER, FEAR AND LONLINESS, UNTIL PLACING THEM IN RESPONSIBLE, FOREVER HOMES.

Program Service Accomplishments

Program 1

Expenses: $900,623 Revenue: $133,325

AWSOM ANIMAL SHELTER PROVIDES TOP-QUALITY, 24/7 CARE TO STRAY AND SURRENDERED DOGS AND CATS WITH A GOAL OF ENSURING ADOPTABILITY IN A SUITABLE HOME. THE AWSOM SHELTER TOOK IN 892 ANIMALS (STRAY AND SURRENDERED) IN 2023. 753 WERE SUCCESSFULLY ADOPTED OUT INTO THEIR NEW HOMES AND 97 WERE REUNITED WITH THEIR FAMILY MEMBERS.SHELTER FACILITIES INCLUDE STATE-OF-THE-ART GLASS DOG RUNS, A FREE ROAMING CAT ROOM, AN OUTDOOR EXERCISE AREA FOR DOGS, AND AN ADOPTER VISITATION SPACE. THESE PROVIDE CARE AND ATTENTION TO THE PHYSIOLOGICAL AND SOCIAL ADAPTABILITY OF OUR ANIMALS. ADOPTION, SURRENDER AND RETURN-TO-OWNER FEES ARE CHARGED TO SUPPLEMENT FUNDRAISING EVENTS AND DONATIONS FROM OUR GENEROUS COMMUNITY AT LARGE. SHELTER OPERATIONS ARE ALSO COMPRISED OF COMMUNITY OUTREACH TO YOUTH AND SPECIAL NEEDS GROUPS THAT VISIT THE FACILITY AND WHO RECEIVE EDUCATION ON THE IMPORTANCE OF HUMANE PET CARE. BOARD MEMBERS AND OTHERS SERVE AS AWSOM ANIMAL AMBASSADORS, REACHING OUT TO SCHOOLS, CHURCHES, AND CIVIC GROUPS WHILE PROVIDING EDUCAITON CONCERNING THE BENEFITS OF SPAY-NEUTER AND HUMANE ANIMAL CARE.

Program 2

Expenses: $531,145 Revenue: $355,217

AWSOM OPERATES A SPAY-NEUTER AND WELLNESS CLINIC ADJACENT TO THE SHELTER WITH X-RAY, ULTRASOUND, AND A FULL SURGICAL SUITE. THE CLINIC PROVIDES THE NECESSARY MEDICAL CARE FOR SICK, NEGLECTED, OR...

AWSOM OPERATES A SPAY-NEUTER AND WELLNESS CLINIC ADJACENT TO THE SHELTER WITH X-RAY, ULTRASOUND, AND A FULL SURGICAL SUITE. THE CLINIC PROVIDES THE NECESSARY MEDICAL CARE FOR SICK, NEGLECTED, OR ABUSED SHELTER ANIMALS UPON INTAKE, AND UP UNITL THEIR RECOVERY, IN ORDER TO MAKE THEM AVAILABLE FOR ADOPTION. ADDITIONALLY, IT PERFORMS SURGERY AND PREVENTATIVE CARE TO EVERY AWSOM SHELTER ANIMAL AND, AS FREQUENTLY AS SCHEDULING PERMITS, PROVIDES LOW-COST VETERINARY CARE TO PETS OWNED BY MEMBERS OF THE PUBLIC AS WELL AS TO HOMELESS FERAL CATS IN MONROE COUNTY, PENNSYLVANIA. EVERY ANIMAL ADOPTED AT AWSOM IS SPAYED OR NEUTERED TO REDUCE PET OVERPOPULATION.

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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 $1,865,220

Program Service Revenue $488,542

Investment Income $21,272

Other Revenue $46,716

TOTAL REVENUE $2,421,750

Expense Breakdown

Grants Paid $0

Salaries & Benefits $760,954

Fundraising Expenses $6,882

Program Expenses $1,431,768

Other Expenses $788,676

TOTAL EXPENSES $1,549,630

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,421,750	$2,158,958	+0.1%
Expenses	$1,549,630	$2,165,746	-0.3%
Net Income	$872,120	$-6,788	-129.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KRISTEN HAMILTON	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
ANGELA MCKENZIE	TREASURER	15.00	Officer Director	$0	$0	$0
RICHARD HOMAR	PRESIDENT	7.00	Officer Director	$0	$0	$0
DAWN LIBECAP	DIRECTOR	2.00	Director	$0	$0	$0
CATHERINE KARAMAN	DIRECTOR	2.00	Director	$0	$0	$0
JANICE TAKACS	SECRETARY	7.00	Officer Director	$0	$0	$0
SUSAN ROESSLE	DIRECTOR	2.00	Director	$0	$0	$0
BRANDON OVERBECK	VICE PRESIDENT	7.00	Officer Director	$0	$0	$0
FALON LOBB	DIRECTOR	2.00	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	$2,421,750	$1,549,630	$1,798,265	$872,120
2022	$2,158,958	$2,165,746	$900,299	$-6,788
2020	$1,972,023	$1,780,769	$960,355	$191,254
2019	$1,438,872	$1,474,145	$790,034	$-35,273
2018	$1,076,556	$1,150,957	$815,505	$-74,401