Civic Intelligence

San Diego Athena DBA Athena

EIN 26-1656541 • 501(c)6 • San Diego, CA

View Organization Page

Profile

Athena is a global, non-profit, advocacy organization that fast-tracks women in STEM through its portfolio of leadership programs and advocacy initiatives.By transforming women working in STEM into corporate leaders, Athena is widening the bridge to advance 1 million women leading in STEM, by 2030. With its 25+ year history anchored in Californias global STEM hub, Athena is now accelerating innovation worldwide, through gender equality.

9255 Towne Center Drive 350San Diego, CA 92121

athenasd.org

Siviq Scores

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

Liabilities / Assets

84th percentile

0.39x

Higher debt load relative to assets than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.37x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

83rd percentile

21%

Higher net margin than 83% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

78th percentile

17%

Faster asset growth than 78% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

5.2%

Faster revenue growth than 49% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$837,004

Up $27,523 (+3.4%) from 2023

Liabilities

Down

$229,706

Down $41,994 (-15%) from 2023

Net Assets

Up

$607,298

Up $69,517 (+13%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin83rd percentile

Revenue

Down

$744,141

Down $4,311 (-0.6%) from 2023

Expenses

Up

$676,942

Up $25 (+0.0%) from 2023

Net Income

Down

$67,199

Down $4,336 (-6.1%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

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

$1.0M$500K$0Assets 2014: $383,154Liabilities 2014: $147,368Net Assets 2014: $235,7862014Assets 2015: $289,489Liabilities 2015: $85,081Net Assets 2015: $204,4082015Assets 2019: $460,126Liabilities 2019: $292,564Net Assets 2019: $167,5622019Assets 2020: $433,359Liabilities 2020: $306,556Net Assets 2020: $126,8032020Assets 2021: $652,829Liabilities 2021: $349,325Net Assets 2021: $303,5042021Assets 2022: $761,267Liabilities 2022: $295,021Net Assets 2022: $466,2462022Assets 2023: $809,481Liabilities 2023: $271,700Net Assets 2023: $537,7812023Assets 2024: $837,004Liabilities 2024: $229,706Net Assets 2024: $607,2982024

Highlighted filing

2024

Assets$837,004
Liabilities$229,706
Net Assets$607,298
Open 2024 Filing

Operations Trend

Revenue Growth49th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $533,312Expenses 2014: $450,905Net Income 2014: $82,4072014Revenue 2015: $434,300Expenses 2015: $465,679Net Income 2015: -$31,3792015Revenue 2019: $631,658Expenses 2019: $563,541Net Income 2019: $68,1172019Revenue 2020: $540,115Expenses 2020: $580,874Net Income 2020: -$40,7592020Revenue 2021: $749,706Expenses 2021: $573,005Net Income 2021: $176,7012021Revenue 2022: $788,547Expenses 2022: $625,805Net Income 2022: $162,7422022Revenue 2023: $748,452Expenses 2023: $676,917Net Income 2023: $71,5352023Revenue 2024: $744,141Expenses 2024: $676,942Net Income 2024: $67,1992024

Highlighted filing

2024

Revenue$744,141
Expenses$676,942
Net Income$67,199
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$837,004
Liabilities
$229,706
Net assets
$607,298
Revenue
$744,141
Expenses
$676,942
Net income
$67,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.37$2.30$6.07$7.44$6.77$0.67
2023Detailed filing. Detailed filing data is available for this year.$8.09$2.72$5.38$7.48$6.77$0.72
2022Detailed filing. Detailed filing data is available for this year.$7.61$2.95$4.66$7.89$6.26$1.63
2021Detailed filing. Detailed filing data is available for this year.$6.53$3.49$3.04$7.50$5.73$1.77
2020Detailed filing. Detailed filing data is available for this year.$4.33$3.07$1.27$5.40$5.81$0.41
2019Detailed filing. Detailed filing data is available for this year.$4.60$2.93$1.68$6.32$5.64$0.68
2015Detailed filing. Detailed filing data is available for this year.$2.89$0.85$2.04$4.34$4.66$0.31
2014Detailed filing. Detailed filing data is available for this year.$3.83$1.47$2.36$5.33$4.51$0.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$744,141
Mission and Program Overview

Mission

Athena's mission is to promote professional growth for women in STEM (Science, Technology, Engineering, Mathematics)-related industries.Athena represents senior executives, entrepreneurs, educators and emerging executives. Athena supports members at the top of their field while paving the way for those on their way up.

Athena is a global, non-profit, advocacy organization that fast-tracks women in STEM through its portfolio of leadership programs and advocacy initiatives.By transforming women working in STEM into corporate leaders, Athena is widening the bridge to advance 1 million women leading in STEM, by 2030. With its 25+ year history anchored in Californias global STEM hub, Athena is now accelerating innovation worldwide, through gender equality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$703,192$151,839▼ $551,353
Pledges and Grants Receivable$91,605$63,395▼ $28,210
Prepaid Expenses and Deferred Charges$12,157$4,614▼ $7,543
Land, Buildings, and Equipment, Net$2,527$1,805▼ $722
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$809,481$837,004▲ $27,523
Other Assets Total-$615,351-
Liabilities
Deferred Revenue$191,820$154,552▼ $37,268
Other Liabilities$43,169$51,016▲ $7,847
Accounts Payable and Accrued Expenses$36,711$24,138▼ $12,573
Total Liabilities$271,700$229,706▼ $41,994
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$537,781$607,298▲ $69,517
Total Net Assets Fund Balance$537,781$607,298▲ $69,517
Total Liabilities and Net Assets / Fund Balance$809,481$837,004▲ $27,523

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,805$5,477$7,282
Other Assets Org$615,351--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Holly SmithsonCEOFT$228,764$228,764

Board Members and Trustees

NameTitle
Susan PoserChairman
Gina WallarVice Chair
Fatima OguzBoard Associate
Kelly HonBoard Associate
Alessandra WallDirector
Christine AndersonDirector
Christy EnglandDirector
Hala MadanatDirector
Jaye Connolly-LaBelleDirector
Joanna HubbertsDirector
Kara BortoneDirector
Kristin GustafsonDirector
Leslie NangleDirector
Martha WeckelDirector
Nicole WintersDirector
Pantea KhodamiDirector
Sara HyzerDirector
Tracy TingDirector
Wendy QuachDirector
Rachel LydonNon-Board
Jamie TannerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,448
Program Service Revenue
$672,070
Investment Income
$15,623
Other Revenue
$0
Change in Net Assets
$67,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$419,642
Other Expenses$257,300
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$210,463$18,301-$228,764
Other Salaries and Wages$100,555$8,744-$109,299
Other Employee Benefits---$57,034
Fees for Services Accounting-$49,860-$49,860
Payroll Taxes---$24,545
All Other Expenses-$14,701-$23,801
Other Expenses$15,119$17,017-$15,119
Insurance-$7,433-$7,433
Advertising$6,042--$6,042
Information Technology-$4,712-$4,712
Office Expenses-$2,835-$2,835
Occupancy-$1,538-$1,538
Depreciation Depletion---$722
Total Functional Expenses$360,510$225,031$0$676,942
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Bonus liabilities$24,000
Payroll Liabilities$13,408
Retirement Contribution Payable$10,040
Credit cards$3,567
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“Executive Director and Board review prior to 990 submittal”

Form 990, Part VI, Section C, Line 19

“Upon request”

Form 990, Part VI, Section B, Line 12C

“Board members are required to acknowledge and sign conflict of interest policy”

Filing and Contact Details

Filer

Filer Name
San Diego Athena Dba Athena
EIN
26-1656541
Phone
8585688010
Address
9255 TOWNE CENTER DRIVE 350, SAN DIEGO, CA 92121

Signing Officer

Name
Holly Smithson
Title
CEO
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Holly Smithson
Formed
2007
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
0
Employees
5

Preparer

Firm
Accuvisors Inc
Address
12520 HIGH BLUFF DR STE 240, SAN DIEGO, CA 92130
Preparer
Joanne Barsa
Phone
8583455720
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IRS990/MissionDesc0Athena is a global, non-profit, advocacy organization that fast-tracks women in STEM through its portfolio of leadership programs and advocacy initiatives.By transforming women working in STEM into corporate leaders, Athena is widening the bridge to advance 1 million women leading in STEM, by 2030. With its 25+ year history anchored in Californias global STEM hub, Athena is now accelerating innovation worldwide, through gender equality.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ATHENA'S LIFTING WHILE CLIMBING SUMMITAthena's 3rd Annual Lifting While Climbing Summit offers a transformative experience as we ignite the leadership demands of our global STEM workforce. Whether you're looking to elevate your career, hone your leadership skills, or scale your company through diversity and inclusion, this summit offers access to modern-day leadership, timely workforce needs and the savvy career tactics essential to advance your growth while making a positive impact on the world around you. Join us and embark on a riveting journey of high-growth, limitless possibility, and innovation through equality. Grab your proverbial hiking shoes and join Athenas 3rd Annual Lifting While Climbing Summit on September 18 at San Diego State University's Montezuma Hall, where you can expect to:Assess the full range of career impacts you can make by lifting others in your workplaceIdentify the key steps and targeted behaviors essential to scaling new heights in your STEM careerAdopt the leadership principles and techniques of modern day leaders and alliesDeepen capacity to accelerate inclusive leaders that recognize innovation knows no gender
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