Civic Intelligence

Athena Society of Burleson

EIN 01-0804058 • 501(c)3 • Burleson, TX

Profile

COMMUNITY SERVICE

PO Box 3123Burleson, TX 76097-3123

athenasocietyofburleson.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

8.0%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-53%

Faster revenue growth than 17% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$93,189

Up $6,932 (+8.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$93,189

Up $6,932 (+8.0%) from 2023

Revenue

Down

$45,302

Down $51,768 (-53%) from 2023

Expenses

Down

$38,370

Down $53,688 (-58%) from 2023

Net Income

Up

$6,932

Up $1,920 (+38%) from 2023

Trend Graphs

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $13,312Liabilities 2011: $02011Assets 2012: $23,437Net Assets 2012: $23,4372012Assets 2013: $20,489Liabilities 2013: $0Net Assets 2013: $20,4892013Assets 2014: $42,358Liabilities 2014: $0Net Assets 2014: $42,3582014Assets 2015: $66,833Liabilities 2015: $0Net Assets 2015: $66,8332015Assets 2016: $61,348Liabilities 2016: $0Net Assets 2016: $61,3482016Assets 2017: $63,297Liabilities 2017: $0Net Assets 2017: $63,2972017Assets 2018: $65,758Liabilities 2018: $0Net Assets 2018: $65,7582018Assets 2019: $72,133Liabilities 2019: $0Net Assets 2019: $72,1332019Assets 2020: $85,233Liabilities 2020: $0Net Assets 2020: $85,2332020Assets 2021: $73,347Liabilities 2021: $0Net Assets 2021: $73,3472021Assets 2022: $81,245Liabilities 2022: $0Net Assets 2022: $81,2452022Assets 2023: $86,257Liabilities 2023: $0Net Assets 2023: $86,2572023Assets 2024: $93,189Liabilities 2024: $0Net Assets 2024: $93,1892024

Highlighted filing

2024

Assets$93,189
Liabilities$0
Net Assets$93,189

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $84,422Expenses 2011: $89,943Net Income 2011: -$5,5212011Revenue 2012: $100,072Expenses 2012: $89,947Net Income 2012: $10,1252012Revenue 2013: $92,756Expenses 2013: $95,704Net Income 2013: -$2,9482013Revenue 2014: $101,261Expenses 2014: $79,392Net Income 2014: $21,8692014Revenue 2015: $102,649Expenses 2015: $78,174Net Income 2015: $24,4752015Revenue 2016: $74,554Expenses 2016: $80,039Net Income 2016: -$5,4852016Revenue 2017: $92,953Expenses 2017: $91,004Net Income 2017: $1,9492017Revenue 2018: $87,164Expenses 2018: $84,703Net Income 2018: $2,4612018Revenue 2019: $93,367Expenses 2019: $86,992Net Income 2019: $6,3752019Revenue 2020: $94,871Expenses 2020: $81,771Net Income 2020: $13,1002020Revenue 2021: $34,323Expenses 2021: $46,209Net Income 2021: -$11,8862021Revenue 2022: $45,255Expenses 2022: $37,357Net Income 2022: $7,8982022Revenue 2023: $97,070Expenses 2023: $92,058Net Income 2023: $5,0122023Revenue 2024: $45,302Expenses 2024: $38,370Net Income 2024: $6,9322024

Highlighted filing

2024

Revenue$45,302
Expenses$38,370
Net Income$6,932

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.45$0.38$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.97$0.92$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.45$0.37$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.34$0.46$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.95$0.82$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.93$0.87$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.87$0.85$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.93$0.91$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.75$0.80$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$1.03$0.78$0.24
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.01$0.79$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.93$0.96$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.23$1.00$0.90$0.10
2011Summary only. Only limited summary data is available for this year.$0.13$0.00$0.84$0.90$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$45,302
Mission and Program Overview

Mission

COMMUNITY SERVICE

Program Services

DescriptionGrantsExpenses
COMMUNITY SERVICE$0$4,370
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUTH MOORPresident-$0--
ROSIE PEREZTreasurer-$0--
TERRI PEREZ-TURNERVice President-$0--
CINDY AARONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Athena Society of Burleson
EIN
01-0804058
Phone
8172954692
Address
PO BOX 3123, BURLESON, TX 76097-3123

Signing Officer

Name
Rosie Perez
Title
Treasurer
Phone
8172954692
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Cerity Partners
Address
3526 WEST VICKERY BLVD, FORT WORTH, TX 76107
Preparer
Cameron Lehrmann
Phone
8178771040
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 1,398.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity. Grantee name: burleson opportunity fund. Grantee address: 141 w renfro street burleson, tx 76028. Date of gift: various. Amount given: 10,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity. Grantee name: warm place. Grantee address: 809 lipscomb st fort worth, tx 76028. Date of gift: various. Amount given: 7,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity. Grantee name: texas health hospital ftw south. Grantee address: 11801 south fwy, i-35w burleson, tx 76028. Date of gift: various. Amount given: 15,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: public charity. Grantee name: pathway scholarship. Date of gift: various. Amount given: 2,000. Total included on form 990-ez, line 10: 34,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: advertising. Amount: 225. Description: bank charges. Amount: 28. Description: dues & subscriptions. Amount: 280. Description: event fees. Amount: 899. Description: inurance. Amount: 885. Description: post office box. Amount: 200. Description: storage unit. Amount: 1,195. Description: supplies. Amount: 300. Total to form 990-ez, line 16: 4,012.

Raw XML Appendix186 raw XML fields

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

Path#Value
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUTH MOOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CINDY AARON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0COMMUNITY SERVICE
IRS990EZ/PrintingPublicationsPostageAmt0358
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COMMUNITY SERVICE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04370
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt038370
IRS990EZ/TotalProgramServiceExpensesAmt04370
IRS990EZ/TotalRevenueAmt045302
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0ATHENASOCIETYOFBURLESON.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt042755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt095613
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt044820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034226
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0118828
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0336242
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01398
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01318
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt027
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IRS990ScheduleA/InvestmentIncomeCYPct00.00840
IRS990ScheduleA/InvestmentIncomePYPct00.00380
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt01149
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0139
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt0305
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt091
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0120
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01804
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98630
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0340925
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 1,398.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: BURLESON OPPORTUNITY FUND. GRANTEE ADDRESS: 141 W RENFRO STREET BURLESON, TX 76028. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: WARM PLACE. GRANTEE ADDRESS: 809 LIPSCOMB ST FORT WORTH, TX 76028. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 7,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: TEXAS HEALTH HOSPITAL FTW SOUTH. GRANTEE ADDRESS: 11801 SOUTH FWY, I-35W BURLESON, TX 76028. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 15,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: PUBLIC CHARITY. GRANTEE NAME: PATHWAY SCHOLARSHIP. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 2,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: ADVERTISING. AMOUNT: 225. DESCRIPTION: BANK CHARGES. AMOUNT: 28. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 280. DESCRIPTION: EVENT FEES. AMOUNT: 899. DESCRIPTION: INURANCE. AMOUNT: 885. DESCRIPTION: POST OFFICE BOX. AMOUNT: 200. DESCRIPTION: STORAGE UNIT. AMOUNT: 1,195. DESCRIPTION: SUPPLIES. AMOUNT: 300. TOTAL TO FORM 990-EZ, LINE 16: 4,012.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSIE PEREZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08172954692
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ATHENA SOCIETY OF BURLESON
ReturnHeader/Filer/BusinessNameControlTxt0ATHE
ReturnHeader/Filer/EIN0010804058
ReturnHeader/Filer/PhoneNum08172954692
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3123
ReturnHeader/Filer/USAddress/CityNm0BURLESON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0760973123
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271180831
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CERITY PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03526 WEST VICKERY BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT WORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076107
ReturnHeader/PreparerPersonGrp/PhoneNum08178771040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAMERON LEHRMANN
ReturnHeader/ReturnTs02025-11-11T09:30:15-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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