ATHENA ACADEMY INC (EIN 452885305) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Victoria Trevor

Phone

6505434568

Tax Period

2024-07-01 to 2025-06-30

ATHENA ACADEMY INC, founded in 2011, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2024. Revenue fell 25% from the prior year — a significant decline worth monitoring.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $166,071

Program Service Revenue $2,391,959

Investment Income $143,591

Other Revenue $4,472

TOTAL REVENUE $2,706,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,055,997

Fundraising Expenses $33,510

Program Expenses $2,549,431

Other Expenses $721,501

TOTAL EXPENSES $2,777,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,706,093	$3,595,370	-0.2%
Expenses	$2,777,498	$2,669,610	+0.0%
Net Income	$-71,405	$925,760	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$204,825

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Victoria Trevor	Head of School	40.00	Officer	$204,825	$0	$204,825
Joanne L Mutch	DIRECTOR OF Finance and Operations	40.00		$173,430	$0	$173,430
Anne M Boswell	Director of Enrollments	32.00		$159,669	$0	$159,669
Matthew Duncan	Board President	2.00	Officer Director	$0	$0	$0
Carla Rayacich	Trustee	1.00	Director	$0	$0	$0
Jennifer Salma	Trustee	1.00	Director	$0	$0	$0
Ortal Arel	Trustee	1.00	Director	$0	$0	$0
Jim Pickett	Vice President	1.00	Officer Director	$0	$0	$0
Stephen Chou	Treasurer	1.00	Officer Director	$0	$0	$0
James Formato	Secretary	1.00	Officer Director	$0	$0	$0
Bridget Mercay	Trustee	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,706,093	$2,777,498	$3,750,793	$-71,405
2024	$3,595,370	$2,669,610	$3,551,543	$925,760
2023	$2,878,753	$2,627,094	$3,027,990	$251,659
2022	$2,784,269	$2,526,201	$2,412,675	$258,068
2021	$2,818,429	$2,244,923	$2,137,108	$573,506
2020	$2,292,643	$1,988,209	$1,701,468	$304,434
2019	$2,595,336	$2,478,502	$1,028,729	$116,834
2018	$2,635,374	$2,436,888	$1,144,161	$198,486

ATHENA ACADEMY INC