2026-04-06T13:14:41-05:00 2024-06-30 871353108 EISNER ADVISORY GROUP LLC 130 NORTH 18TH STREET SUITE 3000 PHILADELPHIA PA 191032757 990 2023-07-01 010849648 ACADEMY IN MANAYUNK ACAD 2154832461 1200 RIVER ROAD CONSHOHOCKEN PA 19428 PATRICIA M ROBERTS CO-FOUNDER 2154832461 2026-04-03 1 0 HELEN M MARTIN P01330899 2158818800 2023 2025-03-06 01:10:19Z X AIM ACADEMY AL CHIARADONNA 1200 RIVER ROAD CONSHOHOCKEN PA 19428 75859472 0 X WWW.AIMPA.ORG X 2006 PA EDUCATIONAL INSTITUTION FOR CHILDREN IN GRADES 1-12 WITH LANGUAGE BASED LEARNING DISABILITIES. 19 16 213 44 0 0 4137216 6930160 26578409 27909237 1075570 3473716 198796 158201 31989991 38471314 1367500 1558095 0 0 17362636 19342848 0 0 1711140 5621254 6575461 24351390 27476404 7638601 10994910 83997246 102024470 26515519 30856155 57481727 71168315 X AIM ACADEMY (AIM) PROVIDES EXTRAORDINARY EDUCATIONAL OPPORTUNITIES TO CHILDREN WITH LANGUAGE-BASED LEARNING DISABILITIES SUCH AS DYSLEXIA, DYSGRAPHIA, AND DYSCALCULIA, UTILIZING RESEARCH-BASED INTERVENTION STRATEGIES AND AN ARTS-BASED LEARNING ENVIRONMENT THAT IS COLLEGE PREPARATORY IN SCOPE AND SEQUENCE.AIM DEVELOPED A CENTER FOR EDUCATIONAL EXCELLENCE AND PROFESSIONAL DEVELOPMENT TO DISSEMINATE BEST PRACTICES TO EDUCATORS BY PROVIDING ACCESS TO THE LATEST RESEARCH-BASED CURRICULUM, TECHNOLOGY, AND TRAINING. 0 0 15696915 1558095 18581063 TUITION, FEES AND RELATED SERVICES:EDUCATION PROGRAMS AT THE AIM ACADEMY ARE INDIVIDUALIZED, EVIDENCE-BASED, AND INNOVATIVE AND ARE DESIGNED TO SPARK STUDENT CURIOSITY AND ENTHUSIASM. THE HUMANITIES, STEAM (SCIENCE, TECHNOLOGY, ENGINEERING, ART & DESIGN, AND MATHEMATICS) AND ARTS CURRICULUM DEVELOP DEEP UNDERSTANDING AND CRITICAL THINKING SKILLS NEEDED FOR COLLEGE AND CAREER SUCCESS. THERE WERE 413 STUDENTS SERVED THROUGH AIM ACADEMY DURING FY24.UNLIKE MANY SCHOOLS SPECIALIZING IN STUDENTS WITH LANGUAGE-BASED LEARNING DISABILITIES AIM ACADEMY'S STAFF INCLUDES IN-HOUSE SCHOOL PSYCHOLOGISTS, OCCUPATIONAL THERAPISTS AND SPEECH AND LANGUAGE PATHOLOGISTS TO SUPPORT STUDENTS, TEACHERS AND FAMILIES. 7648047 9193357 TEACHER TRAINING WORKSHOPS:THE AIM INSTITUTE FOR LEARNING & RESEARCH WAS CREATED AS A CENTER FOR EDUCATIONAL EXCELLENCE AND PROFESSIONAL DEVELOPMENT DISSEMINATING TO EDUCATORS THE LATEST RESEARCH, TECHNOLOGY, AND BEST PRACTICES IN THE FIELDS OF LITERACY AND LANGUAGE-BASED LEARNING DISABILITIES INCLUDING DYSLEXIA. THERE WERE OVER 12,914 EDUCATORS PARTICIPATING IN THE AIM INSTITUE DURING FY24. 36485 157274 TUTORING:THE AIM ACADEMY'S TUTORING CENTER PROVIDES DIAGNOSTIC AND PRESCRIPTIVE INSTRUCTION THAT IS TAILORED TO MEET EACH STUDENT'S NEEDS. THE TUTORING SERVICES CATER TO CHILDREN IN GRADES 1-12 AND RANGE FROM TEACHING READING READINESS SKILLS TO PROVIDING REMEDIATION AND SUPPORT IN VARIOUS ACADEMIC AREAS. TUTORS ALSO PROVIDE ASSISTANCE WITH EXECUTIVE FUNCTIONING, STUDY SKILLS, AND ORGANIZATION OF TIME AND SCHOOLWORK SO STUDENTS CAN BE SUCCESSFUL IN ALL ACADEMIC AREAS. THERE WERE 86 STUDENTS TUTORED DURING FY24. 23381447 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 118 0 1 213 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X SID GHOSH CFO 2154832461 1200 RIVER ROAD CONSHOHOCKEN PA 19428 PATRICIA M ROBERTS CO-FOUNDER, CO-CEO THRU 10/23 40.00 X X 847564 0 73636 NANCY BLAIR CO-FOUNDER, CO-CEO THRU 10/23 40.00 X X 851400 0 69123 MATTHEW NAYLOR CHAIR 1.00 X X 0 0 0 AL CHIARADONNA CEO (EFF 10/23) 40.00 X X 163681 0 10060 ELLIOT HOLTZ TREASURER 0.50 X X 0 0 0 BRIAN LOBLEY SECRETARY 0.50 X X 0 0 0 TERESA RODGERS BOARD MEMBER 0.50 X 0 0 0 ARTHUR BERKOWITZ BOARD MEMBER 0.50 X 0 0 0 GEORGE CONNELL BOARD MEMBER 0.50 X 0 0 0 JENNIFER CRAWFORD BOARD MEMBER 0.50 X 0 0 0 DONNA DECAROLIS BOARD MEMBER 0.50 X 0 0 0 DARRYL FORD BOARD MEMBER 0.50 X 0 0 0 JOHN GLOMB JR BOARD MEMBER 0.50 X 0 0 0 LIZ GRECO-ROCKS BOARD MEMBER 0.50 X 0 0 0 PATRICK HOYER BOARD MEMBER 0.50 X 0 0 0 VINCE LOWRY BOARD MEMBER 0.50 X 0 0 0 JOHN NEW BOARD MEMBER 0.50 X 0 0 0 STAN SILVERMAN BOARD MEMBER 0.50 X 0 0 0 HANS ZANDHUIS BOARD MEMBER 0.50 X 0 0 0 SIDHARTHA GHOSH CHIEF FINANCIAL OFFICER 40.00 X 171443 0 16106 ANNETTE FALLON HEAD OF SCHOOL 40.00 X 200796 0 11991 DAWN LENTINI SR DIRECTOR OF NATIONAL CLIENT ENGAGEMENT 40.00 X 250974 0 22677 CYNTHIA HADICKE SR DIRECTOR OF IMPLEMENTATION & CLIENT SUCCESS 40.00 X 198964 0 12883 KAREN KEESEY DIRECTOR OF EDUCATIONAL OUTREACH 40.00 X 186201 0 7982 JAKE STAR SENIOR DIRECTOR OF TECHNOLOGY AND IN 40.00 X 170436 0 23683 STEPHANIE STEPHENS SR DIRECTOR OF PROF DEV SVCS AND CLIENT SUPPORT 40.00 X 134332 0 18842 3175791 0 266983 30 0 1 0 TRUMBULL CORPORATION 225 NORTH SHORE DRIVE PITTSBURGH PA 15212 CONSTRUCTION 753176 BLACKNEY HAYES ARCHITECTS 1100 LUDLOW ST SUITE 302 PHILADELPHIA PA 19107 ARCHITECTURAL SERVICES 221248 PROFESSIONAL DUPLICATING INC LAWRENCE PK IND CTR 700 ABBOTT DRIV BROOMALL PA 19008 PRINTING RESOURCES, AIM INSTITUTE 150915 WSD DIGITAL PO BOX 216 DERRY NH 03028 IT SERVICES 146408 7 337900 1481961 5110299 116740 6930160 TUITION, FEES & RELATED SERVICES 611110 18558606 18558606 TEACHER TRAINING WORKSHOPS 611110 9193357 9193357 TUTORING 611110 157274 157274 27909237 1817651 1817651 185026 0 185026 185026 185026 38913186 37257121 1656065 1656065 1656065 81755 337900 131037 -49282 -49282 MISCELLANEOUS 611110 22457 22457 22457 38471314 27931694 0 3609460 1558095 1558095 3792901 2556068 636770 600063 11713803 10626660 811193 275950 1861465 1243007 213450 405008 848927 734825 86573 27529 1125752 987675 77954 60123 37717 26824 10893 39725 39725 1002340 579964 206379 215997 115855 102084 4100 9671 657355 566015 81694 9646 307846 280756 22772 4318 378836 356106 11365 11365 1572325 1507892 36980 27453 165766 134091 26396 5279 INSTRUCTIONAL SUPPLIES 573051 558842 13435 774 REPAIRS AND MAINTENTANC 555165 525187 14989 14989 BANK & CREDIT CARD FEES 498153 487493 10660 PROFESSIONAL DEVELOPMEN 200203 147051 51613 1539 471124 402812 37536 30776 27476404 23381447 2383817 1711140 700708 560260 32220773 22724618 1928770 2979052 2418720 2674184 881452 1277908 35476310 6698895 22358463 28777415 23210351 42759105 278009 271928 83997246 102024470 3721580 4738467 11199722 13834798 11349238 12030022 244979 252868 26515519 30856155 X 50006110 60743787 7475617 10424528 57481727 71168315 83997246 102024470 X 10994910 2579796 -57424 169306 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8244617 1441340 159330 9526627 8135262 25000 702868 618513 8244617 12201184 739 -1138001 2928660 8135262 5240792 5501467 1473153 14228 12201184 5239065 7641 7763 13677 5240792 0.69704 0.30296 0 0 2450570 2450570 12492122 2683872 9808250 10098813 2498219 7600594 1672132 380108 1292024 8762673 1136696 7625977 28777415 FINANCE LEASE LIABILITY 252868 252868 X 39740669 2579796 10000 295078 2884874 36855795 57424 1558095 1615519 38471314 26054081 10000 125772 135772 25918309 1558095 1558095 27476404 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO SUPPORT CURRENT OPERATIONS THROUGH A TOTAL RETURN INVESTMENT STRATEGY. PART X, LINE 2: ASC TOPIC 740, INCOME TAXES, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT DOES NOT BELIEVE THE ACADEMY'S FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. THE ACADEMY RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS, IF ANY. THERE WERE NO INCOME TAX RELATED INTEREST AND PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES, NET AGAINST REVENUE 125,772. UNREALIZED GAIN ON INTEREST RATE PROTECTION AGREEMENTS 169,306. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION AID, NET AGAINST REVENUE ON FINANCIAL STATEMENTS 1,558,095. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET AGAINST REVENUE 125,772. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION AID, NET AGAINST REVENUE ON FINANCIAL STATEMENTS 1,558,095. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ACADEMY IN MANAYUNK ADVERTISES ITS RACIALLY NONDISCRIMINATORY POLICY IN ADMISSIONS MATERIALS AND IN BROCHURES USED BY THE ADMISSIONS DEPARTMENT. X X 1 PENNSYLVANIA EDUCATION PARTNERSHIP MANAGEMENT LLC 45 E CITY AVENUE SUITE 452 BALA CYNWYD PA 19004 ADMINISTERS THE COLLECTION AND DISBURSEMENT OF PA EITC FUNDS 1 192900 10566 182334 192900 10566 182334 AIM FOR THE STARS GALA 419655 337900 81755 125772 5265 419655 337900 81755 125772 5265 131037 -49282 1 TUITION AID 85 1558095 FMV TUITION AID OFFERED TO FAMILY PART I, LINE 2: FINANCIAL AID GRANTS ARE AWARDED ON A NEEDS-BASED ASSESSMENT AND ARE EVALUATED YEARLY. TO DETERMINE THE NEED FOR FINANCIAL AID, THE ACADEMY IN MANAYUNK UTILIZES THE CRITERIA EMPLOYED BY THE SCHOOL AND STUDENT SERVICES FOR FINANCIAL AID (SSS) IN PRINCETON, N.J. FAMILIES APPLYING FOR FINANCIAL AID MUST COMPLETE THE PARENTS' FINANCIAL STATEMENT (PFS) AND SEND IT WITH THE PROCESSING FEE TO SSS OR SUBMIT THE PFS ONLINE TO THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID BY VISITING THEIR WEBSITE. FINANCIAL AID GRANTS ARE ANNUAL AND A FAMILY MUST REAPPLY YEARLY. DETAILED SPREADSHEETS ARE KEPT OF TUITION AID OFFERS, AID ACCEPTANCES AND TOTAL AWARDS EACH YEAR. X X X 0 0 0 0 0 0 0 0 0 PATRICIA M ROBERTS CO-FOUNDER, CO-CEO THRU 10/23 267053 0 60000 0 520511 0 54474 0 19162 0 921200 0 0 0 NANCY BLAIR CO-FOUNDER, CO-CEO THRU 10/23 270889 0 60000 0 520511 0 54474 0 14649 0 920523 0 0 0 DAWN LENTINI SR DIRECTOR OF NATIONAL CLIENT ENGAG 230974 0 20000 0 0 0 7585 0 15092 0 273651 0 0 0 ANNETTE FALLON HEAD OF SCHOOL 200796 0 0 0 0 0 3833 0 8158 0 212787 0 0 0 CYNTHIA HADICKE SR DIRECTOR OF IMPLEMENTATION & CLIE 178964 0 20000 0 0 0 5044 0 7839 0 211847 0 0 0 KAREN KEESEY DIRECTOR OF EDUCATIONAL OUTREACH 186201 0 0 0 0 0 3433 0 4549 0 194183 0 0 0 JAKE STAR SENIOR DIRECTOR OF TECHNOLOGY AND IN 150436 0 20000 0 0 0 6400 0 17283 0 194119 0 0 0 SIDHARTHA GHOSH CHIEF FINANCIAL OFFICER 171443 0 0 0 0 0 4804 0 11302 0 187549 0 0 0 AL CHIARADONNA CEO (EFF 10/23) 163681 0 0 0 0 0 5350 0 4710 0 173741 0 0 0 STEPHANIE STEPHENS SR DIRECTOR OF PROF DEV SVCS AND CLI 114332 0 20000 0 0 0 4805 0 14037 0 153174 0 0 0 PART I, LINE 3 AIM ACADEMY HAS A COMPENSATION COMMITTEE WHICH REVIEWS THE FORM 990 OF SIMILAR-SIZED SCHOOLS TO DETERMINE THE REASONABLENESS OF THE CEO'S AND ASSOCIATE DIRECTOR'S COMPENSATION. A EAST NORRITON INDUSTRIAL DEVELOPMENT AUTHORITY 300188402 2017-02-17 7000000 REFINANCE PRIOR TAXABLE DEBT, PURCHASE OF LAND/SCHOOL BUILDINGS/RENOVATIONS 0 0 0 B WEST NORRITON TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY 300188405 2017-03-16 7000000 REFINANCE PRIOR TAXABLE DEBT, PURCHASE OF LAND/SCHOOL BUILDINGS/RENOVATIONS 0 0 0 A 7000000 52106 6947894 2017 0 0 1 1 B 7000000 50419 6949581 2017 0 0 1 1 A 0 1 0 0 0.01820 0.01820 0 0 1 B 0 1 0 0 0.01820 0.01820 0 0 1 A 0 1 0 0 1 1 PACIFIC COAST BANKERS'S BANK 25.000000000000 0 0 0 0 1 B 0 1 0 0 1 1 PACIFIC COAST BANKERS'S BANK 25.000000000000 0 0 0 0 1 A 0 B 0 15000 SCHOLARSHIP PENNSYLVANIA EDUCATION PARTNERSHIP LLC ENTITY MANAGED BY DIRECTOR ELLIOT HOLTZ 10566 ADMINISTRATIVE SERVICES 0 GLOBAL BETA ADVISORS ENTITY OWNED 45% BY DIRECTOR VINCE LOWRY 498528 INVESTMENT ADVISORY SERVICES 0 X 10 81505 HI/LOW DATE OF GIFT X AUCTION ITEMS 74 32585 COST OF DONATED ITEM X ROBOTICS TOOL 1 2500 COST OF DONATED ITEM X GIFT CARD 2 150 COST OF DONATED ITEM 0 0 0 PART I, COLUMN (B): THE COUNT ON LINE 9 REPRESENTS THE NUMBER OF UNIQUE STOCK CONTRIBUTIONS BY DONORS. FOR LINE 25, THE COUNT OF AUCTION ITEMS REPRESENTS AN INDIVIDUAL CONTRIBUTION OF TANGIBLE ITEMS BY A DONOR. FORM 990 THE RETURN IS BEING AMENDED TO UPDATE SCHEDULE L PART IV FOR AN ADDITIONAL INTERESTED PERSON WHO WAS NOT INCLUDED WHEN THE RETURN WAS ORIGINALLY FILED. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 IS REVIEWED BY THE CHAIR OF THE BOARD, THE CO-FOUNDERS, CEO AND THE CFO PRIOR TO ITS ISSUANCE. DUE TO THE SENSITIVITY OF THE DATA, IN ORDER TO MAINTAIN THE CONFIDENTIALITY OF CERTAIN DONORS INCLUDED ON SCHEDULE B, WHO WISH TO REMAIN ANONYMOUS AND TO MAINTAIN THE CONFIDENTIALITY OF COMPENSATION, A REDACTED COPY OF FORM 990, EXCLUDING SCHEDULES B, J, AND FORM 990, PART VII, SECTION A IS PROVIDED TO THE AUDIT COMMITTEE AND THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION RECEIVES A SIGNED CONFLICT OF INTEREST STATEMENT ANNUALLY FROM THE BOARD OF TRUSTEES AND MANAGEMENT EMPLOYEES. THE STATEMENTS ARE SENT TO THE CHAIR OF THE NOMINATING/GOVERNANCE COMMITTEE AND REVIEWED BY THE NOMINATING/GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS ALSO INCLUDED IN THE EMPLOYEE HANDBOOK WHICH ALL EMPLOYEES ARE REQUIRED TO READ AND SIGN AN ACKNOWLEDGEMENT THAT THEY HAVE READ AND UNDERSTAND THE POLICIES OF THE ACADEMY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE SETS THE CO-FOUNDERS AND CEO COMPENSATION, WHILE THE OTHER SALARIES ARE APPROVED BY CO-FOUNDERS AND THE CEO AS RECOMMENDED BY DEPARTMENT HEADS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON INTEREST RATE PROTECTION AGREEMENT 169,306.