Civic Intelligence

Orion Academy

990 • Fiscal year 2018 • EIN 94-3315141

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 26, 2019

Organization ProfileWWW.ORIONACADEMY.ORG
350 Rheem BlvdMoraga, CA 94556

(925) 377-0789

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.18x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

68th percentile

0.25x

Higher debt load relative to revenue than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

61st percentile

7.3%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

80th percentile

$131,840

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

64th percentile

10%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$2,509,174

Up $269,164 (+12%) from 2017

Net Assets

Up

$2,048,769

Up $136,506 (+7.1%) from 2017

Liabilities

Up

$460,405

Up $132,658 (+40%) from 2017

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin61st percentile

Revenue

Up

$1,860,396

Up $175,451 (+10%) from 2017

Expenses

Up

$1,723,890

Up $121,758 (+7.6%) from 2017

Net Income

Up

$136,506

Up $53,693 (+65%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2018

Assets$2,509,174
Liabilities$460,405
Net Assets$2,048,769
Open 2018 Filing

Operations Trend

Revenue Growth64th percentile

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

2018

Revenue$1,860,396
Expenses$1,723,890
Net Income$136,506
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 26, 2019
Return Version
2017v2.3
Gross Receipts
$1,868,725
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.

To educate secondary students with asperger's syndrome and other neurocognitive disorders

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,164,714$1,270,305▲ $105,591
Savings and Temporary Cash Investments$1,015,294$1,052,144▲ $36,850
Accounts Receivable$27,451$77,786▲ $50,335
Prepaid Expenses and Deferred Charges$21,667$37,924▲ $16,257
Land, Buildings, and Equipment, Net$1,976$3,662▲ $1,686
Total Assets$2,240,010$2,509,174▲ $269,164
Other Assets Total$8,908$67,353▲ $58,445
Liabilities
Deferred Revenue$198,775$258,477▲ $59,702
Accounts Payable and Accrued Expenses$128,972$201,928▲ $72,956
Total Liabilities$327,747$460,405▲ $132,658
Net Assets / Fund Balance
Unrestricted Net Assets$1,615,304$1,779,725▲ $164,421
Temporarily Rstr Net Assets$296,959$269,044▼ $27,915
Total Net Assets Fund Balance$1,912,263$2,048,769▲ $136,506
Total Liabilities and Net Assets / Fund Balance$2,240,010$2,509,174▲ $269,164

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$421,913$421,913
Equipment$3,662$59,033$62,695
Other Land Buildings$0$52,081$52,081
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn StewartExecutive DirectorFT$131,840-$131,840
Meg MuyskensBusiness ManagerFT$79,429$3,900$83,329

Board Members and Trustees

NameTitle
David RichterPresident
Olivia FlintBoard Trustee
Shaun MansagerSecretary
Andrew SchlegelmilchTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$138,122
Program Service Revenue
$1,698,892
Investment Income
$4,658
Other Revenue
$18,724
All Other Contributions
$98,458
Change in Net Assets
$136,506
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,241,162
Other Expenses$482,728
Total Fundraising Expense$28,941
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$782,806$87,097$12,158$882,061
Occupancy$264,444$32,684-$297,128
Current Officers, Directors, Trustees, and Key Employees$19,776$192,397$6,592$218,765
Payroll Taxes$64,324$21,441-$85,765
Other Expenses$56,878$2,716$6,337$65,931
Other Employee Benefits$54,571--$54,571
Travel$30,808--$30,808
Office Expenses$9,021$18,895$1,341$29,257
Insurance-$19,953-$19,953
Information Technology$6,976$4,850$2,513$14,339
Advertising$2,979$7,412-$10,391
Fees for Services Accounting-$7,931-$7,931
Fees for Services Other$585$2,660-$3,245
Depreciation Depletion$2,036$252-$2,288
Conferences and Meetings-$1,457-$1,457
Total Functional Expenses$1,295,204$399,745$28,941$1,723,890
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,329
Fundraising Gross Income$8,329
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cocktail Fundraiser/online Auction$47,993$8,329$2,727$5,602
Total Events$47,993$8,329$8,329$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
Robert ApteSon Is a Former Board Member and Grandson Is an Alumni of the SchoolLease of FacilitiesNo$196,224
Kathryn StewartSister of Director of OperationsCompensationNo$131,840
Meg MuyskensSister of Executive DirectorCompensationNo$86,925
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
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 A, Line 2

“The organization's executive director and director of operations are sisters.”

Form 990, Part VI, Section B, Line 11B

“All board members are provided a hard or electronic copy of the complete 990 form for their review. A board vote is taken to approve the form prior to filing.”

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

“Written conflict of interest statements are reviewed, updated and signed by all board members and the director at a board meeting in january or february of each year.”

Form 990, Part VI, Section B, Line 15

“The board's finance committee chair collected comparability data from multiple sources for the executive director's and business manager's salaries and reviewed the data in november 2018 closed session of the board of director's meeting.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Orion Academy
EIN
94-3315141
Phone
9253770789
Address
350 RHEEM BLVD, MORAGA, CA 94556

Signing Officer

Name
Kent Greling
Title
Treasurer
Phone
9253770789
Signed
2019-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Stewart
Formed
1998
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
24
Volunteers
45

Preparer

Firm
Marcum Llp
Address
1 MONTGOMERY STREET SUITE 1700, SAN FRANCISCO, CA 94104
Preparer
Sue Kent
Phone
4154326200
Raw XML AppendixShowing 400 of 458 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0128972
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0201928
IRS990/AccountsReceivableGrp/BOYAmt027451
IRS990/AccountsReceivableGrp/EOYAmt077786
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE SECONDARY STUDENTS WITH ASPERGER'S SYNDROME AND OTHER NEUROCOGNITIVE DISORDERS
IRS990/AdvertisingGrp/ManagementAndGeneralAmt07412
IRS990/AdvertisingGrp/ProgramServicesAmt02979
IRS990/AdvertisingGrp/TotalAmt010391
IRS990/AllOtherContributionsAmt098458
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MEG MUYSKENS DIRECTOR OF OPERATIONS
IRS990/BooksInCareOfDetail/PhoneNum09253770789
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 RHEEM BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094556
IRS990/BusinessRlnWithFamMemInd01
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01164714
IRS990/CashNonInterestBearingGrp/EOYAmt01270305
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt06592
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0192397
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt019776
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0218765
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01457
IRS990/ConferencesMeetingsGrp/TotalAmt01457
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt039664
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0138122
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04658
IRS990/CYOtherExpensesAmt0482728
IRS990/CYOtherRevenueAmt018724
IRS990/CYProgramServiceRevenueAmt01698892
IRS990/CYRevenuesLessExpensesAmt0136506
IRS990/CYSalariesCompEmpBnftPaidAmt01241162
IRS990/CYTotalExpensesAmt01723890
IRS990/CYTotalFundraisingExpenseAmt028941
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01860396
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0198775
IRS990/DeferredRevenueGrp/EOYAmt0258477
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0252
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02036
IRS990/DepreciationDepletionGrp/TotalAmt02288
IRS990/Desc0COLLEGE-PREPARATORY MIDDLE AND HIGH SCHOOL EDUCATION FOR STUDENTS WITH ASPERGER'S SYNDROME AND OTHER NON-VERBAL LEARNING DISABILITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01295204
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07931
IRS990/FeesForServicesAccountingGrp/TotalAmt07931
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02660
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0585
IRS990/FeesForServicesOtherGrp/TotalAmt03245
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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/OtherCompensationAmt53900
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm1SHAUN MANSAGER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW SCHLEGELMILCH
IRS990/Form990PartVIISectionAGrp/PersonNm3OLIVIA FLINT
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm5MEG MUYSKENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4131840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt579429
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BUSINESS MANAGER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt039664
IRS990/FundraisingDirectExpensesAmt08329
IRS990/FundraisingGrossIncomeAmt08329
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01868725
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02513
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04850
IRS990/InformationTechnologyGrp/ProgramServicesAmt06976
IRS990/InformationTechnologyGrp/TotalAmt014339
IRS990/InsuranceGrp/ManagementAndGeneralAmt019953
IRS990/InsuranceGrp/TotalAmt019953
IRS990/InvestmentIncomeGrp/ExclusionAmt04658
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04658
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0533027
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01976
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03662
IRS990/LandBldgEquipCostOrOtherBssAmt0536689
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01912263
IRS990/NetAssetsOrFundBalancesEOYAmt02048769
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt032684
IRS990/OccupancyGrp/ProgramServicesAmt0264444
IRS990/OccupancyGrp/TotalAmt0297128
IRS990/OfficeExpensesGrp/FundraisingAmt01341
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018895
IRS990/OfficeExpensesGrp/ProgramServicesAmt09021
IRS990/OfficeExpensesGrp/TotalAmt029257
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt08908
IRS990/OtherAssetsTotalGrp/EOYAmt067353
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt054571
IRS990/OtherEmployeeBenefitsGrp/TotalAmt054571
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/FundraisingAmt06337
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02716
IRS990/OtherExpensesGrp/ProgramServicesAmt056878
IRS990/OtherExpensesGrp/TotalAmt065931
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/Desc1CHANGE IN INTEREST IN
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010279
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt18445
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010279
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt18445
IRS990/OtherRevenueTotalAmt018724
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt012158
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt087097
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0782806
IRS990/OtherSalariesAndWagesGrp/TotalAmt0882061
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021441
IRS990/PayrollTaxesGrp/ProgramServicesAmt064324
IRS990/PayrollTaxesGrp/TotalAmt085765
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021667
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037924
IRS990/PrincipalOfficerNm0KATHRYN STEWART
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER SCHOOL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01678147
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt120745
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01678147
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt120745
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0102803
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt03724
IRS990/PYOtherExpensesAmt0436337
IRS990/PYOtherRevenueAmt0-2260
IRS990/PYProgramServiceRevenueAmt01580678
IRS990/PYRevenuesLessExpensesAmt082813
IRS990/PYSalariesCompEmpBnftPaidAmt01140795
IRS990/PYTotalExpensesAmt01602132
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01684945
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0136506
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01717616
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01015294
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01052144
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03662
IRS990ScheduleD/EquipmentGrp/DepreciationAmt059033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062695
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0421913
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0421913
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052081
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt052081
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03662
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ORION ACADEMY PUBLISHES ITS NONDISCRIMINATION POLICY ONCE A YEAR IN A GENERAL CIRCULATION NEWSPAPER. IT WAS PUBLISHED IN THE SAN FRANCISCO CHRONICLE ON JUNE 7, 2018.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt039664
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt039664
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08329
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0COCKTAIL FUNDRAISER/ONLINE AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03732
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt047993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt047993
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08329
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08329
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02727
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02727
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01870
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01870
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0KATHRYN STEWART
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MEG MUYSKENS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2ROBERT APTE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SISTER OF DIRECTOR OF OPERATIONS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SISTER OF EXECUTIVE DIRECTOR
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SON IS A FORMER BOARD MEMBER AND GRANDSON IS AN ALUMNI OF THE SCHOOL
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd10
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd20
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0131840
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt186925
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt2196224
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1COMPENSATION
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2LEASE OF FACILITIES
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S EXECUTIVE DIRECTOR AND DIRECTOR OF OPERATIONS ARE SISTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE PROVIDED A HARD OR ELECTRONIC COPY OF THE COMPLETE 990 FORM FOR THEIR REVIEW. A BOARD VOTE IS TAKEN TO APPROVE THE FORM PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WRITTEN CONFLICT OF INTEREST STATEMENTS ARE REVIEWED, UPDATED AND SIGNED BY ALL BOARD MEMBERS AND THE DIRECTOR AT A BOARD MEETING IN JANUARY OR FEBRUARY OF EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD'S FINANCE COMMITTEE CHAIR COLLECTED COMPARABILITY DATA FROM MULTIPLE SOURCES FOR THE EXECUTIVE DIRECTOR'S AND BUSINESS MANAGER'S SALARIES AND REVIEWED THE DATA IN NOVEMBER 2018 CLOSED SESSION OF THE BOARD OF DIRECTOR'S MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ORION ACADEMY PARENT TEACHER ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0203289069
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE DIRECT AND INDIRECT SUPPORT TO ORION ACADEMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0509(A)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0350 RHEEM BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MORAGA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094556
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0296959
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0269044
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02240010
IRS990/TotalAssetsEOYAmt02509174
IRS990/TotalAssetsGrp/BOYAmt02240010
IRS990/TotalAssetsGrp/EOYAmt02509174
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0138122
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt028941
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0399745
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01295204
IRS990/TotalFunctionalExpensesGrp/TotalAmt01723890
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0327747
IRS990/TotalLiabilitiesEOYAmt0460405
IRS990/TotalLiabilitiesGrp/BOYAmt0327747
IRS990/TotalLiabilitiesGrp/EOYAmt0460405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01912263
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02048769
IRS990/TotalOtherCompensationAmt03900
IRS990/TotalProgramServiceExpensesAmt01295204
IRS990/TotalProgramServiceRevenueAmt01698892
IRS990/TotalReportableCompFromOrgAmt0211269

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,509,174
Liabilities
$460,405
Net assets
$2,048,769
Revenue
$1,860,396
Expenses
$1,723,890
Net income
$136,506
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