Nonprofit · EIN 45-2885305
ATHENA ACADEMY INC
Tax-exempt · PALO ALTO, CA 94306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,706,093 | $2,777,498 | -$71,405 | $3,750,793 | $1,421,784 | $2,329,009 |
| June 30, 2024 | 990 | $3,595,370 | $2,669,610 | $925,760 | $3,551,543 | $1,132,726 | $2,418,817 |
| June 30, 2023 | 990 | $2,878,753 | $2,627,094 | $251,659 | $3,027,990 | $1,548,173 | $1,479,817 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $166,071
- Program service revenue
- $2,391,959
- Investment income
- $143,591
- Other revenue
- $4,472
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $537,924
- Other salaries and wages
- $1,239,293
- Salaries, compensation and benefits (total)
- $2,055,997
- Professional fundraising fees
- $0
- Occupancy
- $290,255
- Travel
- $41,978
- Depreciation
- $12,296
- Program services (functional)
- $2,549,431
- Management and general (functional)
- $194,557
- Fundraising (functional)
- $33,510
Balance sheet and other
- Total assets, start of year
- $3,551,543
- Total assets, end of year
- $3,750,793
- Total liabilities, end of year
- $1,421,784
- Net assets, end of year
- $2,329,009
- Land, buildings and equipment
- $141,150
- Publicly traded securities
- $1,415,715
- Net assets without donor restrictions
- $2,287,620
- Net assets with donor restrictions
- $41,389
- Gross receipts
- $2,706,093
- Employees
- 27
- Year formed
- 2011
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Victoria Trevor | Head of School Officer | 40 | $204,825 |
| Joanne L Mutch | DIRECTOR OF Finance and Operations | 40 | $173,430 |
| Anne M Boswell | Director of Enrollments | 32 | $159,669 |
| Matthew Duncan | Board President Trustee or director, Officer | 2 | $0 |
| Carla Rayacich | Trustee Trustee or director | 1 | $0 |
| Jennifer Salma | Trustee Trustee or director | 1 | $0 |
| Ortal Arel | Trustee Trustee or director | 1 | $0 |
| Jim Pickett | Vice President Trustee or director, Officer | 1 | $0 |
| Stephen Chou | Treasurer Trustee or director, Officer | 1 | $0 |
| James Formato | Secretary Trustee or director, Officer | 1 | $0 |
| Bridget Mercay | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Victoria Trevor | Head of School Officer | 40 | $179,905 |
| Joanne L Mutch | DIRECTOR OF Finance and Operations | 40 | $166,455 |
| Anne M Boswell | Director of Enrollments | 32 | $152,936 |
| Matthew Duncan | Board President Trustee or director, Officer | 2 | $0 |
| Carla Rayacich | Trustee Trustee or director | 1 | $0 |
| Michelle Bizeau | Trustee Trustee or director | 1 | $0 |
| Ortal Arel | Trustee Trustee or director | 1 | $0 |
| Jim Pickett | Vice President Trustee or director, Officer | 1 | $0 |
| Doug Sheehy | Trustee Trustee or director | 1 | $0 |
| Rexford Nickerson | Trustee Trustee or director | 1 | $0 |
| Elizabeth Douglas | Trustee Trustee or director | 1 | $0 |
| Stephen Chou | Treasurer Trustee or director, Officer | 1 | $0 |
| James Formato | Secretary Trustee or director, Officer | 1 | $0 |
| Bridget Mercay | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joanne L Mutch | DIRECTOR OF OPS. | 40 | $159,950 |
| Anne M Boswell | Director of Admis. | 32 | $146,421 |
| Victoria Trevor | Head of School Officer | 40 | $84,953 |
| Matthew Duncan | Board President Trustee or director, Officer | 2 | $0 |
| Carla Rayacich | Trustee Trustee or director | 1 | $0 |
| Michelle Bizeau | Trustee Trustee or director | 1 | $0 |
| Diane Ungesma | Trustee Trustee or director | 1 | $0 |
| Jim Pickett | Trustee Trustee or director | 1 | $0 |
| Doug Sheehy | Trustee Trustee or director | 1 | $0 |
| Dave Pritchard | Trustee Trustee or director | 1 | $0 |
| Rexford Nickerson | Trustee Trustee or director | 1 | $0 |
| Elizabeth Douglas | Trustee Trustee or director | 1 | $0 |
| Stephen Chou | Trustee Trustee or director | 1 | $0 |
| Dan Cristiani | Trustee Trustee or director | 1 | $0 |
| Ken Miller | Trustee Trustee or director | 1 | $0 |
| Joe Anzalone | Trustee Trustee or director | 1 | $0 |
| Bridget Mercay | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 525 SAN ANTONIO RD, PALO ALTO, CA 94306-4640
- Principal officer (990 for 2024)
- Victoria Trevor, 525 SAN ANTONIO AVENUE, PALO ALTO, CA 94306
- Signed the 990
- Victoria Trevor, Head of School
- Phone
- (650) 543-4568
- Website
- www.athenaacademy.org
- Return prepared by
- HEALY AND ASSOCIATES
California records
California keeps its own records of charities and corporations. Search them by EIN 45-2885305 or by the name ATHENA ACADEMY INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- Athena 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 a private school for teaching dyslexic and twice-exceptional 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 2030.Expenses $2,549,431 · revenue $2,391,959
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-2885305
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B25)
- Assets (IRS master file)
- $3,750,793
- Income (IRS master file)
- $2,706,093
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,706,093 | $2,777,498 | $3,750,793 | XML |
| 990 | June 2024 | $3,595,370 | $2,669,610 | $3,551,543 | IRS |
| 990 | June 2023 | $2,878,753 | $2,627,094 | $3,027,990 | XML |
| 990 | June 2022 | $2,784,269 | $2,526,201 | $2,412,675 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2885305).
Questions about ATHENA ACADEMY INC
- What is the EIN of ATHENA ACADEMY INC?
- The employer identification number (EIN) of ATHENA ACADEMY INC is 45-2885305.
- Is ATHENA ACADEMY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ATHENA ACADEMY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ATHENA ACADEMY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ATHENA ACADEMY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ATHENA ACADEMY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ATHENA ACADEMY INC?
- The 990 for the year ended June 30, 2025 names Victoria Trevor.
- Who are the officers and directors of ATHENA ACADEMY INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 3 received compensation from the organization, the highest $204,825 (Victoria Trevor, Head of School).
- How much revenue does ATHENA ACADEMY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,706,093, expenses of $2,777,498 and total assets of $3,750,793 at year end.
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