Civic Intelligence

Orion Academy

990 • Fiscal year 2012 • EIN 94-3315141

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

Organization ProfileWWW.ORIONACADEMY.ORG
350 Rheem Blvd94556
Siviq Scores

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

Liabilities / Assets

55th percentile

0.16x

Higher debt load relative to assets than 55% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

85th percentile

22%

Faster asset growth than 85% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$1,873,892

Up $337,381 (+22%) from 2011

Net Assets

Up

$1,566,995

Up $134,015 (+9.4%) from 2011

Liabilities

Up

$306,897

Up $203,366 (+196%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,835,472

Up $127,580 (+7.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,536,511Liabilities 2011: $103,531Net Assets 2011: $1,432,9802011Assets 2012: $1,873,892Liabilities 2012: $306,897Net Assets 2012: $1,566,9952012Assets 2013: $1,809,822Liabilities 2013: $386,637Net Assets 2013: $1,423,1852013Assets 2014: $1,785,607Liabilities 2014: $354,008Net Assets 2014: $1,431,5992014Assets 2015: $1,973,410Liabilities 2015: $313,713Net Assets 2015: $1,659,6972015Assets 2016: $2,191,218Liabilities 2016: $337,869Net Assets 2016: $1,853,3492016Assets 2017: $2,240,010Liabilities 2017: $327,747Net Assets 2017: $1,912,2632017Assets 2018: $2,509,174Liabilities 2018: $460,405Net Assets 2018: $2,048,7692018Assets 2019: $3,038,779Liabilities 2019: $442,857Net Assets 2019: $2,595,9222019Assets 2020: $3,023,390Liabilities 2020: $2,768,015Net Assets 2020: $255,3752020Assets 2021: $3,590,491Liabilities 2021: $3,203,075Net Assets 2021: $387,4162021Assets 2022: $3,663,877Liabilities 2022: $3,184,668Net Assets 2022: $479,2092022Assets 2023: $3,609,327Liabilities 2023: $2,877,762Net Assets 2023: $731,5652023Assets 2024: $3,402,411Liabilities 2024: $2,484,787Net Assets 2024: $917,6242024

Highlighted filing

2012

Assets$1,873,892
Liabilities$306,897
Net Assets$1,566,995
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,707,8922011Expenses 2012: $1,835,4722012Expenses 2013: $1,957,5812013Revenue 2014: $1,936,344Expenses 2014: $1,927,930Net Income 2014: $8,4142014Revenue 2015: $2,052,703Expenses 2015: $1,824,605Net Income 2015: $228,0982015Revenue 2016: $1,911,530Expenses 2016: $1,717,878Net Income 2016: $193,6522016Revenue 2017: $1,684,945Expenses 2017: $1,602,132Net Income 2017: $82,8132017Revenue 2018: $1,860,396Expenses 2018: $1,723,890Net Income 2018: $136,5062018Revenue 2019: $2,249,388Expenses 2019: $1,703,009Net Income 2019: $546,3792019Revenue 2020: $2,337,295Expenses 2020: $2,150,608Net Income 2020: $186,6872020Revenue 2021: $2,262,697Expenses 2021: $2,130,601Net Income 2021: $132,0962021Revenue 2022: $2,152,945Expenses 2022: $2,061,887Net Income 2022: $91,0582022Revenue 2023: $2,010,374Expenses 2023: $1,773,504Net Income 2023: $236,8702023Revenue 2024: $1,880,589Expenses 2024: $1,955,704Net Income 2024: -$75,1152024

Highlighted filing

2012

Revenue-
Expenses$1,835,472
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Gross Receipts
$1,978,646
Mission and Program Overview

Mission

To educate secondary students with nld, asperger's syndrome and other neurocognitive disorders in a program that equally emphasizes academics, social competency and pragmatic language development.

Filing and Contact Details

Filer

EIN
94-3315141
Raw XML AppendixShowing 400 of 465 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.

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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN, OR EXPECTED TO BE TAKEN, IN A TAX RETURN AND REQUIRES THE AFFIRMATIVE EVALUATION THAT IS MORE-LIKELY-THAN-NOT, BASED ON THE TECHNICAL MERITS OF A TAX POSITION, THAT AN ENTERPRISE IS ENTITLED TO ECONOMIC BENEFITS RESULTING FROM TAX POSITIONS TAKEN IN INCOME TAX RETURNS. FOR TAX EXEMPT ENTITIES, FAVORABLE TAX STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. IF A TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THIS STANDARD ALSO REQUIRES ORGANIZATIONS TO DISCLOSE ADDITIONAL QUANTITATIVE AND QUALITATIVE INFORMATION IN THEIR FINANCIAL STATEMENTS ABOUT UNCERTAIN TAX POSITIONS. THE SCHOOL'S EVALUATION ON JUNE 30, 2012 REVEALED NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2008 THROUGH 2011 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE 2007 THROUGH 2011 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE CALIFORNIA FRANCHISE TAX BOARD. THE SCHOOL DOES NOT BELIEVE THAT ANY REASONABLY POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
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IRS990ScheduleL/Form990ScheduleLPartIV/NameOfInterestedPerson/NamePerson2KATHRYN STEWART
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship0SON IS A FORMER BOARD MEMBER AND GRANDSON IS AN ALUMNI OF THE SCHOOL
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship1SISTER OF EXECUTIVE DIRECTOR
IRS990ScheduleL/Form990ScheduleLPartIV/Relationship2SISTER OF BUSINESS MANAGER
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IRS990ScheduleO/GeneralExplanation/Explanation0KATHRYN STEWART, EXECUTIVE DIRECTOR AND MEG MUYSKENS, BUSINESS MANAGER ARE SISTERS
IRS990ScheduleO/GeneralExplanation/Explanation1ALL BOARD MEMBERS ARE ASKED BY EMAIL TO REVIEW THE FORM 990 FOR ACCURACY PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2WRITTEN CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, UPDATED AND SIGNED BY ALL BOARD MEMBERS AND THE EXECUTIVE DIRECTOR AT EACH ANNUAL BOARD RETREAT.
IRS990ScheduleO/GeneralExplanation/Explanation3THE BOARD'S FINANCE COMMITTEE REVIEWED COMPENSATION FOR THE EXECUTIVE DIRECTOR VERSUS COMPARABILITY DATA IN 2009 WHEN A NEW CONTRACT WAS SIGNED. ANNUAL COMPENSATION INCREASES ARE BASED ON HIGHER OF THE INCREASE IN THE CONSUMER PRICE INDEX OR THREE PERCENT. ANNUALLY, THE FINANCE COMMITTEE REVIEWS COMPENSATION OF THE DIRECTOR, BUSINESS MANAGER, AND OTHER KEY EMPLOYEES AS PART OF THE BUDGET PROCESS.
IRS990ScheduleO/GeneralExplanation/Explanation4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5PRIOR PERIOD ADJUSTMENTS: -9,159.
IRS990ScheduleO/GeneralExplanation/Explanation6THE SCHOOL'S FINANCE COMMITTEE IS RESPONSIBLE FOR SELECTING AN INDEPENDENT ACCOUNTING FIRM AND OVERSEEEING THE REVIEW OF THE SCHOOL'S FINANCIAL STATEMENTS. THIS IS THE FIRST YEAR THAT THE SCHOOL HAS ENGAGED WITH AN INDEPENDENT ACCOUNTING FIRM, AND AS SUCH, THIS IS THE FIRST YEAR THIS PROCESS HAS BEEN IN PLACE.
IRS990ScheduleO/GeneralExplanation/Explanation7FOR THE FIRST TIME, EFFECTIVE FOR THE YEAR ENDED JUNE 30, 2012, THE SCHOOL'S FINANCIAL STATEMENTS WERE REVIEWED BY AN INDEPENDENT ACCOUNTANT. AS A RESULT, A NUMBER OF ADJUSTMENTS WERE IDENTIFIED TO CORRECT THE OPENING NET ASSETS. THE EFFECT OF THESE ADJUSTMENTS IS AS FOLLOWS: BEGINNING OF YEAR, AS PREVIOUSLY REPORTED ON FORM 990 $1,432,980 FYE 2011 ACCRUED VACATION ($3,418) FYE 2011 ACCRUED SALARIES ($120,893) FYE 2012 EXPENSES RECORDED IN FYE 2011 $17,117 FYE 2011 EXPENSES RECORDED IN FYE 2012 ($2,529) FYE 2011 INSURANCE REFUND RECORDED IN FYE 2012 $7,772 FYE 2011 FIXED ASSETS TO ACTUAL $79,118 FYE 2011 INTEREST IN ORION PTO $13,190 FYE 2011 CHECKS VOIDED IN FYE 2012 NOT REISSUED $484 BEGINNING OF YEAR, AS RESTATED $1,423,821
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
IRS990ScheduleO/GeneralExplanation/ReturnReference6PART XII, LINE 2C
IRS990ScheduleO/GeneralExplanation/ReturnReference7FORM 99, PART XI, LINE 5
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10350 RHEEM BLVD
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0MORAGA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094556
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/EIN0203289069
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(C)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10ORION ACADEMY PARENT TEACHER ORGANIZATION
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0TO PROVIDE DIRECT AND INDIRECT SUPPORT TO THE ORION ACADEMY
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0509(A)(2)
IRS990ScheduleR/Form990ScheduleRPartVII/Explanation0THE ORION ACADEMY PARENT TEACHER ORGANIZATION IS CURRENTLY IN THE PROCESS OF APPLYING FOR ITS TAX EXEMPT STATUS TO BE REINSTATED.
IRS990ScheduleR/Form990ScheduleRPartVII/ReturnReference0PART II, ( D) & (E)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg01
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs01
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties00
IRS990ScheduleR/ReimbursementPaidByOtherOrg00
IRS990ScheduleR/ReimbursementPaidToOtherOrg00
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs00
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs00
IRS990ScheduleR/SaleOfAssetsToOtherOrg00
IRS990ScheduleR/SharingOfFacilities01
IRS990ScheduleR/SharingOfPaidEmployees00
IRS990/School01
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0CA
IRS990/StatesWhereCopyOfReturnIsFiled0CA
IRS990/SubjectToProxyTax00
IRS990/TaxablePartyNotification00
IRS990/TaxExemptBonds00
IRS990/TemporarilyRestrictedNetAssets/BOY050000
IRS990/TemporarilyRestrictedNetAssets/EOY034827
IRS990/Terminated00
IRS990/TermOrPermanentEndowments00
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10350 RHEEM BLVD
IRS990/TheBooksAreInCareOf/AddressUS/City0MORAGA
IRS990/TheBooksAreInCareOf/AddressUS/State0CA
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode094556
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10MEG MUYSKENS BUSINESS MANAGER
IRS990/TheBooksAreInCareOf/TelephoneNumber09253770789
IRS990/TotalAssets/BOY01536511
IRS990/TotalAssetsBOY01536511
IRS990/TotalAssets/EOY01873892
IRS990/TotalAssetsEOY01873892
IRS990/TotalCompGT150K00
IRS990/TotalContributions053743
IRS990/TotalExpensesCurrentYear01835472
IRS990/TotalExpensesPriorYear01707892
IRS990/TotalFunctionalExpenses/Fundraising042030
IRS990/TotalFunctionalExpenses/ManagementAndGeneral0449630
IRS990/TotalFunctionalExpenses/ProgramServices01343812
IRS990/TotalFunctionalExpenses/Total01835472

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,873,892
Liabilities
$306,897
Net assets
$1,566,995
Revenue
-
Expenses
$1,835,472
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.40$2.48$0.92$1.88$1.96$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.61$2.88$0.73$2.01$1.77$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.66$3.18$0.48$2.15$2.06$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.59$3.20$0.39$2.26$2.13$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.02$2.77$0.26$2.34$2.15$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.44$2.60$2.25$1.70$0.55
2018Detailed filing. Detailed filing data is available for this year.$2.51$0.46$2.05$1.86$1.72$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.24$0.33$1.91$1.68$1.60$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.34$1.85$1.91$1.72$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.31$1.66$2.05$1.82$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.35$1.43$1.94$1.93$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.39$1.42$1.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.31$1.57$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.10$1.43$1.71