Civic Intelligence

Athena Academy Inc.

990 • Fiscal year 2021 • EIN 45-2885305

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 06, 2022

Organization Profilewww.athenaacademy.org
525 San Antonio AvenuePalo Alto, CA 94306

(650) 260-3221

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

85th percentile

0.55x

Higher debt load relative to assets than 85% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.42x

Higher debt load relative to revenue than 77% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

63rd percentile

20%

Higher net margin than 63% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

89th percentile

$185,550

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

74th percentile

26%

Faster asset growth than 74% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

23%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$2,137,108

Up $435,640 (+26%) from 2020

Net Assets

Up

$958,743

Up $573,506 (+149%) from 2020

Liabilities

Down

$1,178,365

Down $137,866 (-10%) from 2020

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin63rd percentile

Revenue

Up

$2,818,429

Up $525,786 (+23%) from 2020

Expenses

Up

$2,244,923

Up $256,714 (+13%) from 2020

Net Income

Up

$573,506

Up $269,072 (+88%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$2.0M$0-$2.0MAssets 2013: $108,077Liabilities 2013: $403,141Net Assets 2013: -$295,0642013Assets 2014: $143,189Liabilities 2014: $553,648Net Assets 2014: -$410,4592014Assets 2015: $567,773Liabilities 2015: $1,247,776Net Assets 2015: -$680,0032015Assets 2016: $673,148Liabilities 2016: $1,525,031Net Assets 2016: -$851,8832016Assets 2017: $1,143,990Liabilities 2017: $1,381,007Net Assets 2017: -$237,0172017Assets 2018: $1,144,161Liabilities 2018: $1,180,192Net Assets 2018: -$36,0312018Assets 2019: $1,028,729Liabilities 2019: $947,926Net Assets 2019: $80,8032019Assets 2020: $1,701,468Liabilities 2020: $1,316,231Net Assets 2020: $385,2372020Assets 2021: $2,137,108Liabilities 2021: $1,178,365Net Assets 2021: $958,7432021Assets 2022: $2,412,675Liabilities 2022: $1,195,864Net Assets 2022: $1,216,8112022Assets 2023: $3,027,990Liabilities 2023: $1,548,173Net Assets 2023: $1,479,8172023Assets 2024: $3,551,543Liabilities 2024: $1,132,726Net Assets 2024: $2,418,8172024Assets 2025: $3,750,793Liabilities 2025: $1,421,784Net Assets 2025: $2,329,0092025

Highlighted filing

2021

Assets$2,137,108
Liabilities$1,178,365
Net Assets$958,743
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $387,918Expenses 2013: $722,566Net Income 2013: -$334,6482013Revenue 2014: $1,140,188Expenses 2014: $1,255,583Net Income 2014: -$115,3952014Revenue 2015: $1,309,303Expenses 2015: $1,581,708Net Income 2015: -$272,4052015Revenue 2016: $1,830,616Expenses 2016: $2,002,496Net Income 2016: -$171,8802016Revenue 2017: $2,421,927Expenses 2017: $2,308,450Net Income 2017: $113,4772017Revenue 2018: $2,635,374Expenses 2018: $2,436,888Net Income 2018: $198,4862018Revenue 2019: $2,595,336Expenses 2019: $2,478,502Net Income 2019: $116,8342019Revenue 2020: $2,292,643Expenses 2020: $1,988,209Net Income 2020: $304,4342020Revenue 2021: $2,818,429Expenses 2021: $2,244,923Net Income 2021: $573,5062021Revenue 2022: $2,784,269Expenses 2022: $2,526,201Net Income 2022: $258,0682022Revenue 2023: $2,878,753Expenses 2023: $2,627,094Net Income 2023: $251,6592023Revenue 2024: $3,595,370Expenses 2024: $2,669,610Net Income 2024: $925,7602024Revenue 2025: $2,706,093Expenses 2025: $2,777,498Net Income 2025: -$71,4052025

Highlighted filing

2021

Revenue$2,818,429
Expenses$2,244,923
Net Income$573,506
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 6, 2022
Return Version
2020v4.0
Gross Receipts
$2,818,429
Mission and Program Overview

Mission

Athena Academy Inc.'s (Academy) mission is dedicated to developing and providing the most effective methods available to teach dyslexic children, so they may develop their gifts to learn and excel. The greater mission is to improve the learning process for dyslexic learners everywhere.

A school for bright dyslexic children grades 1 - 8. The organization is dedicated to developing and providing the most effective methods available to teach these children using current scientific and educational research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$657,014$1,836,744▲ $1,179,730
Investments in Publicly Traded Securities$729,040$0▼ $729,040
Land, Buildings, and Equipment, Net$265,994$252,948▼ $13,046
Loans From Officers Directors$37,308$37,308→ $0
Prepaid Expenses and Deferred Charges$21,327$21,109▼ $218
Accounts Receivable$5,600$5,800▲ $200
Intangible Assets$2,493$507▼ $1,986
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$1,701,468$2,137,108▲ $435,640
Other Assets Total$20,000$20,000→ $0
Liabilities
Deferred Revenue$884,725$1,058,790▲ $174,065
Other Liabilities$346,656$48,045▼ $298,611
Accounts Payable and Accrued Expenses$47,542$34,222▼ $13,320
Total Liabilities$1,316,231$1,178,365▼ $137,866
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,848$652,354▲ $648,506
Net Assets With Donor Restrictions$381,389$306,389▼ $75,000
Total Net Assets Fund Balance$385,237$958,743▲ $573,506
Total Liabilities and Net Assets / Fund Balance$1,701,468$2,137,108▲ $435,640

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$117,255$82,572$199,827
Leasehold Improvements$135,693$28,996$164,689
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shama HinardHead of SchoolFT$185,550$185,550
Joanne L MutchDirector of Ops.FT$148,890$148,890
Anne M BoswellDirector of Admis.PT$137,893$137,893

Board Members and Trustees

NameTitle
David PritchardPresident
Diana UngersmaVice President
Amanda PhillipsTrustee
Dan CristianiTrustee
Elizabeth DouglasTrustee
Heather KnapeTrustee
Joe AnzaloneTrustee
Pradeep SandhuTrustee
Steve MontoyaTrustee
Victor AlamTrustee
Carla RayacichFounder
Matthew DuncanSec/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,619
Program Service Revenue
$2,368,436
Investment Income
$0
Other Revenue
$374
All Other Contributions
$160,457
Change in Net Assets
$573,506

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,818,429
Total Revenue per Audited Statements
$2,818,429
Total Revenue per Form 990
$2,818,429
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,610,769
Other Expenses$634,154
Total Fundraising Expense$28,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$994,347$211,008$16,479$1,221,834
Occupancy$183,547$38,936$3,035$225,518
Current Officers, Directors, Trustees, and Key Employees$151,003$32,044$2,502$185,549
Fees for Services Other$143,813$26,706$853$171,372
Payroll Taxes$89,387$18,831$1,475$109,693
Other Employee Benefits$77,158$15,371$1,164$93,693
All Other Expenses$25,292$6,071$611$31,974
Depreciation Depletion$23,567$2,423$190$26,180
Information Technology$18,944$2,274$41$21,259
Insurance$14,067$3,143$231$17,441
Office Expenses$12,573$1,981$109$14,663
Other Expenses$11,208$1,379$154$12,741
Interest$5,109$218$1,299$6,626
Advertising$5,281$155$9$5,445
Conferences and Meetings-$1,549-$1,549
Travel$1,124--$1,124
Total Functional Expenses$1,846,948$369,325$28,650$2,244,923

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,244,923
Total Expenses per Audited Statements$2,244,923
Total Expenses per Form 990$2,244,923
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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$37,308$37,308→ $0
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued vacation and payroll taxes$36,045
Security Deposit Payable$12,000
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
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, Line 11B: Form 990 Review Process

“The tax return is prepared by an outside accounting firm. After completion of said returns, the organization is sent a draft of the tax returns to be reviewed and examined. The organization makes copies of the returns and distributes to those individuals charged with governance. Those individuals at that time can review and if applicable discuss any line items in the return with the accountant who has prepared the return. If all items are found to be acceptable, an authorization is signed and provided to authorize the outside accounting firm to process, sign and provide copies of the returns to be filed (paper or electronically) with the designated governmental agencies. The tax returns are then signed by the organization, stamped and mailed with certified return receipt or the signed form 8879 is provided to the outside accounting firm allowing electronic filing.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Ca association of independent schools salary comparisons.”

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

“Federal Tax Returns are available at guidestar.org & charitynavigator.org.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Athena Academys policies and tax returns are available on the website.Board regularly reviews the policy and monitors activities with input from Head OF SCHOOL and Finance director.”

Filing and Contact Details

Filer

Filer Name
Athena Academy Inc
EIN
45-2885305
Phone
6502603221
Address
525 SAN ANTONIO AVENUE, PALO ALTO, CA 94306

Signing Officer

Name
Joe Anzalone
Title
Trustee
Signed
2022-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Anzalone
Formed
2011
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
15
Employees
17
Volunteers
15

Preparer

Firm
Healy and Associates
Address
1200 CONCORD AVE STE 250, CONCORD, CA 94520
Preparer
Suzanne R Healy
Phone
9256030800
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 3: Ceased Conducting or Significant Changes To Services

“Online for part of the year due to the pandemic due to Covid”

Raw XML AppendixShowing 400 of 569 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt047542
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt034222
IRS990/AccountsReceivableGrp/BOYAmt05600
IRS990/AccountsReceivableGrp/EOYAmt05800
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0A school for bright dyslexic children grades 1 - 8. The organization is dedicated to developing and providing the most effective methods available to teach these children using current scientific and educational research.
IRS990/AdvertisingGrp/FundraisingAmt09
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0155
IRS990/AdvertisingGrp/ProgramServicesAmt05281
IRS990/AdvertisingGrp/TotalAmt05445
IRS990/AllOtherContributionsAmt0160457
IRS990/AllOtherExpensesGrp/FundraisingAmt0611
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06071
IRS990/AllOtherExpensesGrp/ProgramServicesAmt025292
IRS990/AllOtherExpensesGrp/TotalAmt031974
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06502603221
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 SAN ANTONIO AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALO ALTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094306
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0657014
IRS990/CashNonInterestBearingGrp/EOYAmt01836744
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt02502
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032044
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0151003
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0185549
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01549
IRS990/ConferencesMeetingsGrp/TotalAmt01549
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0449619
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0634154
IRS990/CYOtherRevenueAmt0374
IRS990/CYProgramServiceRevenueAmt02368436
IRS990/CYRevenuesLessExpensesAmt0573506
IRS990/CYSalariesCompEmpBnftPaidAmt01610769
IRS990/CYTotalExpensesAmt02244923
IRS990/CYTotalFundraisingExpenseAmt028650
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02818429
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0884725
IRS990/DeferredRevenueGrp/EOYAmt01058790
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt0190
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02423
IRS990/DepreciationDepletionGrp/ProgramServicesAmt023567
IRS990/DepreciationDepletionGrp/TotalAmt026180
IRS990/Desc0Athena Academy is a nonprofit PUBLIC BENEFIT CORPORATION and is not organized for the private gain of any person. The specific purpose of this corporation is to private school for teaching dyslexic students, using proven techniques not found in other schools today. Achieved full accreditation from the Accrediting Commission for schools, Western Association of Schools & Colleges (ACS-WASC) through June 2024.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0381389
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0306389
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt017
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01846948
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt0853
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt026706
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0143813
IRS990/FeesForServicesOtherGrp/TotalAmt0171372
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt045.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt232.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0Shama Hinard
IRS990/Form990PartVIISectionAGrp/PersonNm1Joanne L Mutch
IRS990/Form990PartVIISectionAGrp/PersonNm2Anne M Boswell
IRS990/Form990PartVIISectionAGrp/PersonNm3David Pritchard
IRS990/Form990PartVIISectionAGrp/PersonNm4Carla Rayacich
IRS990/Form990PartVIISectionAGrp/PersonNm5Diana Ungersma
IRS990/Form990PartVIISectionAGrp/PersonNm6Matthew Duncan
IRS990/Form990PartVIISectionAGrp/PersonNm7Amanda Phillips
IRS990/Form990PartVIISectionAGrp/PersonNm8Pradeep Sandhu
IRS990/Form990PartVIISectionAGrp/PersonNm9Steve Montoya
IRS990/Form990PartVIISectionAGrp/PersonNm10Victor Alam
IRS990/Form990PartVIISectionAGrp/PersonNm11Elizabeth Douglas
IRS990/Form990PartVIISectionAGrp/PersonNm12Joe Anzalone
IRS990/Form990PartVIISectionAGrp/PersonNm13Dan Cristiani
IRS990/Form990PartVIISectionAGrp/PersonNm14Heather Knape
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0185550
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1148890
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2137893
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Head of School
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR OF OPS.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director of Admis.
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Founder
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Sec/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0289162
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt02818429
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt041
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02274
IRS990/InformationTechnologyGrp/ProgramServicesAmt018944
IRS990/InformationTechnologyGrp/TotalAmt021259
IRS990/InsuranceGrp/FundraisingAmt0231
IRS990/InsuranceGrp/ManagementAndGeneralAmt03143
IRS990/InsuranceGrp/ProgramServicesAmt014067
IRS990/InsuranceGrp/TotalAmt017441
IRS990/IntangibleAssetsGrp/BOYAmt02493
IRS990/IntangibleAssetsGrp/EOYAmt0507
IRS990/InterestGrp/FundraisingAmt01299
IRS990/InterestGrp/ManagementAndGeneralAmt0218
IRS990/InterestGrp/ProgramServicesAmt05109
IRS990/InterestGrp/TotalAmt06626
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0729040
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0111568
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0265994
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0252948
IRS990/LandBldgEquipCostOrOtherBssAmt0364516
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt037308
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt037308
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Athena Academy Inc.'s (Academy) mission is dedicated to developing and providing the most effective methods available to teach dyslexic children, so they may develop their gifts to learn and excel. The greater mission is to improve the learning process for dyslexic learners everywhere.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0385237
IRS990/NetAssetsOrFundBalancesEOYAmt0958743
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03848
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0652354
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03035
IRS990/OccupancyGrp/ManagementAndGeneralAmt038936
IRS990/OccupancyGrp/ProgramServicesAmt0183547
IRS990/OccupancyGrp/TotalAmt0225518
IRS990/OfficeExpensesGrp/FundraisingAmt0109
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01981
IRS990/OfficeExpensesGrp/ProgramServicesAmt012573
IRS990/OfficeExpensesGrp/TotalAmt014663
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020000
IRS990/OtherAssetsTotalGrp/EOYAmt020000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01164
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015371
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt077158
IRS990/OtherEmployeeBenefitsGrp/TotalAmt093693
IRS990/OtherExpensesGrp/Desc0REPAIR AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1FIELD TRIPS
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3Dues and memberships
IRS990/OtherExpensesGrp/FundraisingAmt0498
IRS990/OtherExpensesGrp/FundraisingAmt1154
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11379
IRS990/OtherExpensesGrp/ProgramServicesAmt031933
IRS990/OtherExpensesGrp/ProgramServicesAmt129302
IRS990/OtherExpensesGrp/ProgramServicesAmt229293
IRS990/OtherExpensesGrp/ProgramServicesAmt311208
IRS990/OtherExpensesGrp/TotalAmt039667
IRS990/OtherExpensesGrp/TotalAmt129302
IRS990/OtherExpensesGrp/TotalAmt229293
IRS990/OtherExpensesGrp/TotalAmt312741
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt0346656
IRS990/OtherLiabilitiesGrp/EOYAmt048045
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0other income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0374
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0374
IRS990/OtherRevenueTotalAmt0374
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt016479
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0211008
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0994347
IRS990/OtherSalariesAndWagesGrp/TotalAmt01221834
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01475
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018831
IRS990/PayrollTaxesGrp/ProgramServicesAmt089387
IRS990/PayrollTaxesGrp/TotalAmt0109693
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021327
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021109
IRS990/PrincipalOfficerNm0Joe Anzalone
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0Sublease Income
IRS990/ProgramServiceRevenueGrp/Desc1Tuition and fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt075000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12293436
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt075000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12293436
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0177810
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt05657
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0582866
IRS990/PYOtherRevenueAmt010000
IRS990/PYProgramServiceRevenueAmt02099176
IRS990/PYRevenuesLessExpensesAmt0304434
IRS990/PYSalariesCompEmpBnftPaidAmt01405343
IRS990/PYTotalExpensesAmt01988209
IRS990/PYTotalRevenueAmt02292643
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0573506
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt02293436
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,137,108
Liabilities
$1,178,365
Net assets
$958,743
Revenue
$2,818,429
Expenses
$2,244,923
Net income
$573,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.75$1.42$2.33$2.71$2.78$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.55$1.13$2.42$3.60$2.67$0.93
2023Detailed filing. Detailed filing data is available for this year.$3.03$1.55$1.48$2.88$2.63$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.41$1.20$1.22$2.78$2.53$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.14$1.18$0.96$2.82$2.24$0.57
2020Detailed filing. Detailed filing data is available for this year.$1.70$1.32$0.39$2.29$1.99$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.95$0.08$2.60$2.48$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.14$1.18$0.04$2.64$2.44$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.14$1.38$0.24$2.42$2.31$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.67$1.53$0.85$1.83$2.00$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.57$1.25$0.68$1.31$1.58$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.14$0.55$0.41$1.14$1.26$0.12
2013Summary only. Only limited summary data is available for this year.$0.11$0.40$0.30$0.39$0.72$0.33