ANIMAL WELLNESS ACTION (EIN 825477192) - 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

2018

Legal Domicile

Principal Officer

WAYNE PACELLE

Phone

3368131677

Tax Period

2023-01-01 to 2023-12-31

ANIMAL WELLNESS ACTION, founded in 2018, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $403K, a strong 26% operating margin.

Mission

ANIMAL WELLNESS ACTION BELIEVES THAT HELPING ANIMALS HELPS US ALL BY CREATING A MORE CIVIL SOCIETY WHERE PEOPLE, ANIMALS AND NATURE ARE IN BALANCE.

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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 $1,367,875

Program Service Revenue $198,819

Investment Income $8,297

Other Revenue $0

TOTAL REVENUE $1,574,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $512,420

Fundraising Expenses $70,912

Program Expenses $836,768

Other Expenses $659,767

TOTAL EXPENSES $1,172,187

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,574,991	$1,055,869	+0.5%
Expenses	$1,172,187	$1,146,213	+0.0%
Net Income	$402,804	$-90,344	-5.5%

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

200

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

$54,000

Total Directors

Key Employees

$160,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ANNIE HARVILICZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SUZY BENNITT	BOARD MEMBER	2.00	Director	$0	$0	$0
SHERRY KELLETT	BOARD TREASURER	16.00	Director	$0	$0	$0
CANDIS STERN	BOARD MEMBER	2.00	Director	$0	$0	$0
DR DEBORAH WILSON	BOARD CHAIR	2.00	Director	$0	$0	$0
JOSEPH GOODE	BOARD MEMBER	2.00	Director	$0	$0	$0
WAYNE PACELLE	PRESIDENT	20.00	Officer	$54,000	$0	$54,000
SCOTT EDWARDS	GENERAL COUNSEL & BOARD SECRETARY	40.00	Key Emp	$160,000	$0	$160,000

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	$1,574,991	$1,172,187	$2,388,901	$402,804
2022	$1,055,869	$1,146,213	$933,168	$-90,344
2021	$1,219,575	$806,224	$1,037,757	$413,351
2020	$834,237	$730,929	$591,276	$103,308

ANIMAL WELLNESS ACTION