Civic Intelligence

Assistance Dogs of the West

EIN 85-0431646 • 501(c)3 • Santa Fe, NM

Profile

Dedicated to providing trained assistance dogs to people with disabilities in order to increase independence and self reliance through educational and vocational programs.

Box 31027Santa Fe, NM 87594

www.assistancedogsofthewest.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.11x

Higher debt load relative to assets than 51% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.20x

Higher debt load relative to revenue than 65% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$103,465

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

NTEE P • $1M-$5M nonprofits • Source year 2024

Asset Growth

57th percentile

7.3%

Faster asset growth than 57% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

1.6%

Faster revenue growth than 41% of similar nonprofits.

NTEE P • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,009,018

Up $205,233 (+7.3%) from 2023

Liabilities

Up

$342,707

Up $110,657 (+48%) from 2023

Net Assets

Up

$2,666,311

Up $94,576 (+3.7%) from 2023

Revenue

Up

$1,724,511

Up $27,855 (+1.6%) from 2023

Expenses

Up

$1,668,375

Up $240,624 (+17%) from 2023

Net Income

Down

$56,136

Down $212,769 (-79%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $85,380Liabilities 2011: $40,075Net Assets 2011: $45,3052011Assets 2012: $121,034Liabilities 2012: $58,029Net Assets 2012: $63,0052012Assets 2013: $69,878Liabilities 2013: $49,594Net Assets 2013: $20,2842013Assets 2014: $190,995Liabilities 2014: $45,107Net Assets 2014: $145,8882014Assets 2015: $347,163Liabilities 2015: $29,730Net Assets 2015: $317,4332015Assets 2016: $380,428Liabilities 2016: $47,827Net Assets 2016: $332,6012016Assets 2017: $459,212Liabilities 2017: $51,579Net Assets 2017: $407,6332017Assets 2018: $598,482Liabilities 2018: $67,877Net Assets 2018: $530,6052018Assets 2019: $638,416Liabilities 2019: $90,628Net Assets 2019: $547,7882019Assets 2020: $1,590,406Liabilities 2020: $133,721Net Assets 2020: $1,456,6852020Assets 2021: $2,394,947Liabilities 2021: $234,625Net Assets 2021: $2,160,3222021Assets 2022: $2,530,802Liabilities 2022: $211,245Net Assets 2022: $2,319,5572022Assets 2023: $2,803,785Liabilities 2023: $232,050Net Assets 2023: $2,571,7352023Assets 2024: $3,009,018Liabilities 2024: $342,707Net Assets 2024: $2,666,3112024

Highlighted filing

2024

Assets$3,009,018
Liabilities$342,707
Net Assets$2,666,311

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $534,771Expenses 2011: $561,250Net Income 2011: -$26,4792011Expenses 2012: $523,4772012Expenses 2013: $445,8862013Revenue 2014: $645,013Expenses 2014: $521,159Net Income 2014: $123,8542014Revenue 2015: $746,963Expenses 2015: $575,172Net Income 2015: $171,7912015Revenue 2016: $875,096Expenses 2016: $857,106Net Income 2016: $17,9902016Revenue 2017: $942,932Expenses 2017: $865,762Net Income 2017: $77,1702017Revenue 2018: $1,056,879Expenses 2018: $902,170Net Income 2018: $154,7092018Revenue 2019: $1,065,758Expenses 2019: $1,057,170Net Income 2019: $8,5882019Revenue 2020: $2,098,400Expenses 2020: $1,189,410Net Income 2020: $908,9902020Revenue 2021: $1,797,748Expenses 2021: $1,208,332Net Income 2021: $589,4162021Revenue 2022: $1,582,690Expenses 2022: $1,320,298Net Income 2022: $262,3922022Revenue 2023: $1,696,656Expenses 2023: $1,427,751Net Income 2023: $268,9052023Revenue 2024: $1,724,511Expenses 2024: $1,668,375Net Income 2024: $56,1362024

Highlighted filing

2024

Revenue$1,724,511
Expenses$1,668,375
Net Income$56,136

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.34$2.67$1.72$1.67$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.23$2.57$1.70$1.43$0.27
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.21$2.32$1.58$1.32$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.23$2.16$1.80$1.21$0.59
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.13$1.46$2.10$1.19$0.91
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.09$0.55$1.07$1.06$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.60$0.07$0.53$1.06$0.90$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$0.94$0.87$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.05$0.33$0.88$0.86$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.35$0.03$0.32$0.75$0.58$0.17
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.05$0.15$0.65$0.52$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.05$0.02$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.06$0.06$0.52
2011Summary only. Only limited summary data is available for this year.$0.09$0.04$0.05$0.53$0.56$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Gross Receipts
$1,782,761
Mission and Program Overview

Mission

Dedicated to providing trained assistance dogs to people with disabilities in order to increase independence and self reliance through educational and vocational programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,094,329$1,236,125▲ $141,796
Land, Buildings, and Equipment, Net$1,010,213$1,035,635▲ $25,422
Investments in Publicly Traded Securities$559,730$628,688▲ $68,958
Pledges and Grants Receivable$94,345--
Accounts Receivable$27,856--
Prepaid Expenses and Deferred Charges-$7,189-
Total Assets$2,803,785$3,009,018▲ $205,233
Other Assets Total$17,312$101,381▲ $84,069
Liabilities
Unsecured Notes Loans Payable$152,593$149,932▼ $2,661
Other Liabilities$28,673$120,588▲ $91,915
Deferred Revenue$39,861$55,586▲ $15,725
Accounts Payable and Accrued Expenses$10,923$16,601▲ $5,678
Total Liabilities$232,050$342,707▲ $110,657
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,361,540$2,193,547▼ $167,993
Net Assets With Donor Restrictions$210,195$472,764▲ $262,569
Total Net Assets Fund Balance$2,571,735$2,666,311▲ $94,576
Total Liabilities and Net Assets / Fund Balance$2,803,785$3,009,018▲ $205,233

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$681,363$70,210$751,573
Land$297,736-$297,736
Equipment$27,136$102,420$129,556
Leasehold Improvements$29,400$24,378$53,778
Other Land Buildings-$10,820$10,820

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$17,312-▲ $1,827-$17,978
2022$17,348-▲ $93-$17,312
2021$20,305-▼ $1,837-$17,348
2020$17,388-▲ $3,768-$20,305
2019$17,602-▲ $827-$17,388
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Linda MilanesiCEO/presidenFT$103,465$103,465
Jill FeliceFounder/execFT$81,106$81,106

Board Members and Trustees

NameTitle
Deena SemlerDirector
Joleen RoeDirector
Libby KeeferDirector
Louise Ann FernandezDirector
Whitney SunderlandExecutive Ch
Linda Berkeley-weissExecutive Se
Dion SilvaExecutive Tr
Jim MooreExecutive Vi
Revenue and Support

Revenue Composition

Contributions and Grants
$1,113,007
Program Service Revenue
$561,888
Investment Income
$49,616
Other Revenue
$0
All Other Contributions
$1,067,263
Change in Net Assets
$56,136

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$15,000
Securities Publicly Traded1$14,993
Other Non Cash Contri Table5$7,500
Other Non Cash Contri Table1$3,701
Cars and Other Vehicles1$3,169
Total Noncash Contributions9$44,363

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,724,511
Revenue Not Reported on Form 990
$56,667
Total Revenue per Audited Statements
$1,781,178
Total Revenue per Form 990
$1,724,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$954,643
Other Expenses$713,732
Total Fundraising Expense$177,705
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$630,357$17,453$39,303$687,113
Current Officers, Directors, Trustees, and Key Employees$104,753$46,913$46,913$198,579
Occupancy$119,645$5,056$9,039$133,740
Payroll Taxes$57,228$5,011$6,712$68,951
Fees for Services Other$18,210$211$44,776$63,197
Travel$47,975--$47,975
Office Expenses$34,316$1,246$7,060$42,622
Insurance$33,336$1,409$2,519$37,264
Advertising$17,168$214$13,336$30,718
Depreciation Depletion$26,609$1,124$2,011$29,744
All Other Expenses$22,789$332$3,903$27,024
Fees for Services Accounting-$21,904-$21,904
Other Expenses$12,385$523$936$13,844
Conferences and Meetings$7,880$334$595$8,809
Information Technology$3,671$210$374$4,255
Interest$1,939$82$146$2,167
Total Functional Expenses$1,373,510$117,160$177,705$1,668,375

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,686,602
Expenses per Audited Statements$1,668,375
Total Expenses per Form 990$1,668,375
Expenses Not Reported on Form 990$18,227
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Good Dog House LLCBoard MemberRent PaymentsNo$42,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$83,403
Credit Cards Payable$18,178
Compensated Absences Payable$15,425
Payroll Taxes and Expenses Payable$3,582
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is e-mailed to all board members for review. Their approval of the 990 is sent to the executive director via e-mail prior to filing.

Form 990, Page 6, Part VI, Line 12C

Each board member of the organization is asked to sign the conflict of int erest questionnaire each fiscal year. The board is presented the written disclosure of any board member involved in annual transactions with the or ganization that exceed 5,000.

Form 990, Page 6, Part VI, Line 15A

Assistance dogs of the west board of directors determines the appropriate compensation by assessing compensation for similar job or deliverables in the santa fe and albuquerque, nm area. Such deliberations are documented in the board of director minutes.

Form 990, Page 6, Part VI, Line 19

Such documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Assistance Dogs of the West
EIN
85-0431646
Phone
5059869748
Address
BOX 31027, SANTA FE, NM 87594

Signing Officer

Name
Jim Moore
Title
Executive Vice-chair
Phone
5059869748
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Linda Milanesi
Formed
1995
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
42
Volunteers
90

Preparer

Firm
Barbara a Borrego Pc CPA
Address
3056 AGUA FRIA ST, SANTA FE, NM 87507
Preparer
Barbara a Borrego CPA
Phone
5054711354
Supplemental Narrative

Additional Explanations

Form 990, Part III

1 dog: many people (courthouse facility dogs, crisis response canines and facility dogs) courthouse facility dogs, crisis response canines and facility dogs work in professional settings, such as child advocacy centers, court appointed special advocates (casa) agencies and with judicial districts' special victim advocates to assist children, teens and adults through the process and likely trauma of the judicial process. In fy 2024, adw placed two facility dogs in roswell, nm; both of whom are serving children and families through innovative therapeutic programming. Additionally, three facility dog teams from 2023 were honored with awards for the work they do in their communities. Handlers placed with adw franklin adw blue, were awarded supervisor of the year for starting the therapeutic court facility dog program - the first of its kind within probation in arizona. Adw barney is a highly-trained crisis response facility dog who was placed with a school resource officer in 2023. Throughout the school year, barney and the resource officer visited eight marietta city schools to help elementary school children, who are struggling. Following are the awards that were given to this team in just one year: --city of marietta rising star award: this can only be presented to a first-year officer that has proved to be an extreme asset to the city of marietta. It is given at the direction of the chief and/or city manager. --officer of the year: cobb county, ga bar association law day awards --outstanding community contribution: award to barney and the resource officer for outstanding service to the community through acts of service, involvement, and volunteerism. (cobb county awards) --asis international (american society for industrial security) top dog award adw is proud of the work done by all of our facility dogs and is exceptionally proud of these teams for the work they are doing to provide more hope and resilience in their communities. Awards and accolades on friday, april 19, 2024, fbi director christopher wray presented adw with the fbi director's community leadership award (dcla). The ceremony took place at fbi headquarters in washington, dc. Created in 1990, the award publicly acknowledges the achievements of those working to make a difference in their communities through the promotion of education and the prevention of crime and violence. Founder jill felice accepted the award on behalf of adw staff and the agency. On friday, may 17th, 2024, fbi-albuquerque hosted adw staff and members of the adw board of trustees at their albuquerque, nm-based field office for a special presentation of certificate for the directors community leadership award. Student training programs student training programs are open to children of all abilities from ages 8 to 18 and include mainstream and at-risk youth. Adw's philosophy of inclusion and respect results in non-stigmatizing programs, and many of our student trainers join because we are regarded as a safe place for learning and growing for youth, who find it difficult to integrate into other programs. Some highlights from our fy24 student training programs include: --after school & summer camp: adw offers after-school programs and summer camp for youth, with open enrollment in after school classes, from september through may. Six week-long summer camps were offered in the months of june and july. Students learn about inclusion of people with disabilities, and through working with the dogs develop relationships, leadership and empathy. Both after school and summer camp remain high in popularity among local youth, with our summer camp reaching capacity within days of registration of opening. --the masters program: the masters program/adw training course provides opportunities for high school students to learn critical life skills in a unique, hands-on setting within a judgment-free environment. Social and emotional regulation, healthy relationship building and creative problem solving are some o

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The purpose of the fund is for the foundation to make grants to the donor.

Schedule D, Page 3, Part X

The organization believes that it has appropriate support for income tax positions taken. Therefore, management has not identified any uncertain income tax positions.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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