Civic Intelligence

Orion Academy

990 • Fiscal year 2022 • EIN 94-3315141

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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

92nd percentile

0.87x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

90th percentile

1.48x

Higher debt load relative to revenue than 90% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

45th percentile

4.2%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

83rd percentile

$146,953

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

52nd percentile

2.0%

Faster asset growth than 52% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

-4.9%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$3,663,877

Up $73,386 (+2.0%) from 2021

Net Assets

Up

$479,209

Up $91,793 (+24%) from 2021

Liabilities

Down

$3,184,668

Down $18,407 (-0.6%) from 2021

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin45th percentile

Revenue

Down

$2,152,945

Down $109,752 (-4.9%) from 2021

Expenses

Down

$2,061,887

Down $68,714 (-3.2%) from 2021

Net Income

Down

$91,058

Down $41,038 (-31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2022

Assets$3,663,877
Liabilities$3,184,668
Net Assets$479,209
Open 2022 Filing

Operations Trend

Revenue Growth33rd 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

2022

Revenue$2,152,945
Expenses$2,061,887
Net Income$91,058
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$2,152,945
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
Land, Buildings, and Equipment, Net$1,648,561$2,562,171▲ $913,610
Cash and Non-Interest-Bearing Accounts$1,030,436$447,064▼ $583,372
Savings and Temporary Cash Investments$757,485$405,254▼ $352,231
Investments in Publicly Traded Securities$0$152,956▲ $152,956
Accounts Receivable$140,879$69,633▼ $71,246
Prepaid Expenses and Deferred Charges$9,712$23,381▲ $13,669
Total Assets$3,590,491$3,663,877▲ $73,386
Other Assets Total$3,418$3,418→ $0
Liabilities
Unsecured Notes Loans Payable$2,679,624$2,640,489▼ $39,135
Accounts Payable and Accrued Expenses$301,169$356,732▲ $55,563
Deferred Revenue$221,585$186,750▼ $34,835
Other Liabilities$697$697→ $0
Total Liabilities$3,203,075$3,184,668▼ $18,407
Net Assets / Fund Balance
Net Assets With Donor Restrictions$280,225$280,225→ $0
Net Assets Without Donor Restrictions$107,191$198,984▲ $91,793
Total Net Assets Fund Balance$387,416$479,209▲ $91,793
Total Liabilities and Net Assets / Fund Balance$3,590,491$3,663,877▲ $73,386

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,830,131$114,681$1,944,812
Land$683,164-$683,164
Leasehold Improvements$40,292$381,621$421,913
Equipment$8,584$71,837$80,421
Other Land Buildings$0$47,907$47,907
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn StewartExecutive DirectorFT$146,953-$146,953
Meg MuyskensDirector of OperationsFT$91,511$4,200$95,711

Board Members and Trustees

NameTitle
David RichterPresident
Sharon BobbittDirector
Ann FriedmanSecretary
Kent GrellingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,611
Program Service Revenue
$2,089,759
Investment Income
$1,080
Other Revenue
$3,495
All Other Contributions
$58,611
Change in Net Assets
$91,058
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,407,614
Other Expenses$654,273
Total Fundraising Expense$9,888
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$906,008$116,329-$1,022,337
Occupancy$346,316$100,281$5,798$452,395
Current Officers, Directors, Trustees, and Key Employees$22,780$226,462-$249,242
Payroll Taxes$76,144$22,744-$98,888
Depreciation Depletion$41,725$5,157-$46,882
Other Employee Benefits$30,380$6,767-$37,147
Office Expenses$9,051$15,926$1,542$26,519
Information Technology$8,794$14,650$2,548$25,992
Conferences and Meetings$14,560$1,716-$16,276
Insurance-$11,981-$11,981
Fees for Services Accounting-$10,351-$10,351
Other Expenses$6,244$9,000-$9,000
Fees for Services Other-$4,173-$4,173
Advertising$1,610$1,982-$3,592
Travel$1,170--$1,170
Total Functional Expenses$1,494,677$557,322$9,888$2,061,887
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits$697
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 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 A, Line 2

“Orion academy's executive director and director of operations are sisters.”

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

“All board members are first provided with a copy of the draft federal form 990 for their review. After their review, a board vote is taken to approve the draft federal form 990 prior to filing with the internal revenue service.”

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. A person who has a conflict of interest shall not participate in or be permitted to hear the board's or committee's discussion of the matter except to disclose material facts and to respond to questions. Such person shall not attempt to exert his or her personal influence with the respect to the matter, either at or outside the meeting.”

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 director of operations' salaries and reviewed the data in a january 2021 closed session of the board of director's meeting.”

Form 990, Part VI, Section C, Line 19

“The orion academy makes its governing documents, conflict of interest policy, and financial statements 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 Grelling
Title
Treasurer
Phone
9253770789
Signed
2023-05-10
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
26
Volunteers
30

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW SUITE 850, WASHINGTON, DC 20036
Preparer
Frank H Smith
Phone
2022274000
Raw XML AppendixShowing 400 of 457 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/BOYAmt0301169
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0356732
IRS990/AccountsReceivableGrp/BOYAmt0140879
IRS990/AccountsReceivableGrp/EOYAmt069633
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE SECONDARY STUDENTS WITH ASPERGER'S SYNDROME AND OTHER NEUROCOGNITIVE DISORDERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01982
IRS990/AdvertisingGrp/ProgramServicesAmt01610
IRS990/AdvertisingGrp/TotalAmt03592
IRS990/AllOtherContributionsAmt058611
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MEG MUYSKENS
IRS990/BooksInCareOfDetail/PhoneNum09253770789
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0350 RHEEM BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORAGA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094556
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01030436
IRS990/CashNonInterestBearingGrp/EOYAmt0447064
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0226462
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt022780
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0249242
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01716
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt014560
IRS990/ConferencesMeetingsGrp/TotalAmt016276
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058611
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01080
IRS990/CYOtherExpensesAmt0654273
IRS990/CYOtherRevenueAmt03495
IRS990/CYProgramServiceRevenueAmt02089759
IRS990/CYRevenuesLessExpensesAmt091058
IRS990/CYSalariesCompEmpBnftPaidAmt01407614
IRS990/CYTotalExpensesAmt02061887
IRS990/CYTotalFundraisingExpenseAmt09888
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02152945
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0221585
IRS990/DeferredRevenueGrp/EOYAmt0186750
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05157
IRS990/DepreciationDepletionGrp/ProgramServicesAmt041725
IRS990/DepreciationDepletionGrp/TotalAmt046882
IRS990/Desc0ORION ACADEMY IS A DAY SCHOOL DESIGNED TO PROVIDE A COMPREHENSIVE PROGRAM FOR HIGH SCHOOL STUDENTS WHOSE ACADEMIC SUCCESS IS COMPROMISED BY A NEUROCOGNITIVE DISABILITY. ORION ACADEMY STUDENTS ARE BRIGHT YOUNG PEOPLE WITH THE POTENTIAL FOR SUCCESS, BUT AS A RESULT OF THEIR DISABILITY AND TRADITIONAL TEACHING MODELS OFTEN FAIL TO REALIZE THEIR POTENTIAL.ORION ACADEMY OFFERS THEIR STUDENTS A PROGRAM UNIQUELY TAILORED TO THEIR STRENGTHS AND NEEDS. ORION ACADEMY'S PROGRAM IS DESIGNED TO TARGET INDIVIDUAL SOCIAL GROWTH, TRANSITIONS SKILLS AND ACADEMIC EXCELLENCE FOR STUDENTS WITH NEUROCOGNITIVE DISABILITIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0280225
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0280225
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt026
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01494677
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010351
IRS990/FeesForServicesAccountingGrp/TotalAmt010351
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt04173
IRS990/FeesForServicesOtherGrp/TotalAmt04173
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt54200
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID RICHTER
IRS990/Form990PartVIISectionAGrp/PersonNm1KENT GRELLING
IRS990/Form990PartVIISectionAGrp/PersonNm2ANN FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3SHARON BOBBITT
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHRYN STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm5MEG MUYSKENS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4146953
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt591511
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF OPERATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01998
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02152945
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02548
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt014650
IRS990/InformationTechnologyGrp/ProgramServicesAmt08794
IRS990/InformationTechnologyGrp/TotalAmt025992
IRS990/InsuranceGrp/ManagementAndGeneralAmt011981
IRS990/InsuranceGrp/TotalAmt011981
IRS990/InvestmentIncomeGrp/ExclusionAmt01080
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01080
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0152956
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0616046
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01648561
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02562171
IRS990/LandBldgEquipCostOrOtherBssAmt03178217
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/NetAssetsOrFundBalancesBOYAmt0387416
IRS990/NetAssetsOrFundBalancesEOYAmt0479209
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0107191
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0198984
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt05798
IRS990/OccupancyGrp/ManagementAndGeneralAmt0100281
IRS990/OccupancyGrp/ProgramServicesAmt0346316
IRS990/OccupancyGrp/TotalAmt0452395
IRS990/OfficeExpensesGrp/FundraisingAmt01542
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015926
IRS990/OfficeExpensesGrp/ProgramServicesAmt09051
IRS990/OfficeExpensesGrp/TotalAmt026519
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03418
IRS990/OtherAssetsTotalGrp/EOYAmt03418
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06767
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt030380
IRS990/OtherEmployeeBenefitsGrp/TotalAmt037147
IRS990/OtherExpensesGrp/Desc0CLASSROOM EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2FIXED ASSETS DISPOSAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19000
IRS990/OtherExpensesGrp/ProgramServicesAmt029895
IRS990/OtherExpensesGrp/ProgramServicesAmt16244
IRS990/OtherExpensesGrp/TotalAmt029895
IRS990/OtherExpensesGrp/TotalAmt116047
IRS990/OtherExpensesGrp/TotalAmt29000
IRS990/OtherLiabilitiesGrp/BOYAmt0697
IRS990/OtherLiabilitiesGrp/EOYAmt0697
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/BusinessCd1611600
IRS990/OtherRevenueMiscGrp/Desc0FORFEITED TUITION
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt02775
IRS990/OtherRevenueMiscGrp/ExclusionAmt1720
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02775
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1720
IRS990/OtherRevenueTotalAmt03495
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0116329
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0906008
IRS990/OtherSalariesAndWagesGrp/TotalAmt01022337
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022744
IRS990/PayrollTaxesGrp/ProgramServicesAmt076144
IRS990/PayrollTaxesGrp/TotalAmt098888
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09712
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt023381
IRS990/PrincipalOfficerNm0KATHRYN STEWART
IRS990/PriorPeriodAdjustmentsAmt0735
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0TUITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1SUMMER SCHOOL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2GRADUATION REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02068509
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112850
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02068509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112850
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28400
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt054711
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01885
IRS990/PYOtherExpensesAmt0647401
IRS990/PYOtherRevenueAmt02569
IRS990/PYProgramServiceRevenueAmt02203532
IRS990/PYRevenuesLessExpensesAmt0132096
IRS990/PYSalariesCompEmpBnftPaidAmt01483200
IRS990/PYTotalExpensesAmt02130601
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02262697
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt091058
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02089759
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0757485
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0405254
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01830131
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0114681
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01944812
IRS990ScheduleD/EquipmentGrp/BookValueAmt08584
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071837
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080421
IRS990ScheduleD/LandGrp/BookValueAmt0683164
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0683164
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040292
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0381621
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0421913
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt047907
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047907
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0697
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02562171
IRS990ScheduleD/TotalLiabilityAmt0697
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 ON THE WEBSITE HOMEPAGE AND IS AVAILABLE AT ALL TIMES DURING THE YEAR.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORION ACADEMY'S EXECUTIVE DIRECTOR AND DIRECTOR OF OPERATIONS ARE SISTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE FIRST PROVIDED WITH A COPY OF THE DRAFT FEDERAL FORM 990 FOR THEIR REVIEW. AFTER THEIR REVIEW, A BOARD VOTE IS TAKEN TO APPROVE THE DRAFT FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
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. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH THE RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD'S FINANCE COMMITTEE CHAIR COLLECTED COMPARABILITY DATA FROM MULTIPLE SOURCES FOR THE EXECUTIVE DIRECTOR'S AND DIRECTOR OF OPERATIONS' SALARIES AND REVIEWED THE DATA IN A JANUARY 2021 CLOSED SESSION OF THE BOARD OF DIRECTOR'S MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORION ACADEMY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS 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/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ORION ACADEMY
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/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0350 RHEEM BOULEVARD
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03590491
IRS990/TotalAssetsEOYAmt03663877
IRS990/TotalAssetsGrp/BOYAmt03590491
IRS990/TotalAssetsGrp/EOYAmt03663877
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt058611
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09888
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0557322
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01494677
IRS990/TotalFunctionalExpensesGrp/TotalAmt02061887
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03203075
IRS990/TotalLiabilitiesEOYAmt03184668
IRS990/TotalLiabilitiesGrp/BOYAmt03203075
IRS990/TotalLiabilitiesGrp/EOYAmt03184668
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0387416
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0479209
IRS990/TotalOtherCompensationAmt04200
IRS990/TotalProgramServiceExpensesAmt01494677
IRS990/TotalProgramServiceRevenueAmt02089759
IRS990/TotalReportableCompFromOrgAmt0238464

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,663,877
Liabilities
$3,184,668
Net assets
$479,209
Revenue
$2,152,945
Expenses
$2,061,887
Net income
$91,058
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