2024-12-13T15:25:44-06:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 946070808 THE ATHENIAN SCHOOL ATHE 9258375375 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 KEITH POWELL CHIEF OPERATING OFFICER 9258375375 2024-12-12 1 0 JENNIFER M VACHA P01251998 9257902600 2024-12-12 2023 2024-10-15 13:58:12Z ERIC F NILES 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 33747360 0 X WWW.ATHENIAN.ORG X 1961 CA THE ATHENIAN SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, (CONTINUE OF SCHEDULE O)NOT-FOR-PROFIT SCHOOL SERVING GRADES 6 THROUGH 12. THE ATHENIAN SCHOOL PREPARES STUDENTS FOR THE RIGOROUS EXPECTATIONS OF COLLEGE AND FOR A LIFE OF PURPOSE AND PERSONAL FULFILLMENT. THE SCHOOL OFFERS A CHALLENGING ACADEMIC PROGRAM WITH A DIFFERENCE. INTELLECTUAL INQUIRY IS ACTIVE. LEARNING IS INTERACTIVE. 23 23 292 100 0 0 1218913 1380288 29366420 30646535 573154 1157950 96975 35554 31255462 33220327 4218343 4200662 0 0 17223952 18830481 0 0 903748 10698525 11583941 32140820 34615084 -885358 -1394757 75277742 76633228 38104112 39642920 37173630 36990308 X THE ATHENIAN SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, NOT-FOR-PROFIT SCHOOL SERVING GRADES 6 THROUGH 12. THE ATHENIAN SCHOOL PREPARES STUDENTS FOR THE RIGOROUS EXPECTATIONS OF COLLEGE AND FOR A LIFE OF PURPOSE AND PERSONAL FULFILLMENT. (CONTINUE ON SCHEDULE O)THE SCHOOL OFFERS A CHALLENGING ACADEMIC PROGRAM WITH A DIFFERENCE. INTELLECTUAL INQUIRY IS ACTIVE. LEARNING IS INTERACTIVE. 0 0 25649674 4200662 30646535 THE ATHENIAN SCHOOL OPERATES A UNIQUE PRIVATE EDUCATION FOR STUDENTS FROM GRADES 6 THROUGH 8 (MIDDLE SCHOOL) AND GRADES 9 THROUGH 12 (HIGH SCHOOL). THE ATHENIAN SCHOOL CULTIVATES THE PERSONAL QUALITIES OF EACH STUDENT TO BECOME AN INTEGRATED HUMAN BEING WITH INTEGRITY, STRONG MORAL CHARACTER, AESTHETIC SENSITIVITY, AND PHYSICAL WELL-BEING. THE ATHENIAN COMMUNITY REQUIRES STUDENTS TO FACE LIFE DIRECTLY THROUGH OPEN COMMUNICATION, WHILE DEVELOPING THEIR INNER STRENGTH TO EXCEED THEIR PERCEIVED POTENTIAL AND EMERGE AS COMPASSIONATE, RESPONSIBLE ADULTS. THE ATHENIAN SCHOOL INSTILLS AN APPRECIATION OF THE RECIPROCAL RELATIONSHIP BETWEEN THE INDIVIDUAL AND CULTURES, SOCIETY, AND THE NATURAL WORLD. THE ATHENIAN SCHOOL VALUES THE POWER AND BEAUTY OF MULTICULTURALISM WITHIN OUR DIVERSE COMMUNITY.THE ATHENIAN SCHOOL EMBRACES THE PRINCIPLES OF DEMOCRATIC GOVERNANCE, STEWARDSHIP OF THE ENVIRONMENT, RESPECT FOR HUMAN DIGNITY, AND SERVICE AS A WAY OF LIFE BY PROVIDING AN ATMOSPHERE OF INTELLECTUAL, ARTISTIC, AND PHYSICAL CHALLENGE WITHIN THE WARMTH OF A NURTURING COMMUNITY. WE DEVELOP IN OUR STUDENTS THE CONFIDENCE AND SKILLS REQUIRED TO MEET THE COMPLEXITIES OF THEIR FUTURE.IN 2023, THE SCHOOL SERVED 537 STUDENTS. 25649674 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 104 0 1 292 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JESSIE ANG CONTROLLER 9258375375 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 JONATHAN NICKENS BOARD CHAIR 15.00 X X 0 0 0 VIRGINIA GIRZADAS BOARD SECRETARY 5.00 X X 0 0 0 NANCY ANDERSON BOARD MEMBER 3.00 X 0 0 0 JEANNINE BELL WHITTAKER BOARD MEMBER 3.00 X 0 0 0 MUSADIQ BIDAR BOARD MEMBER 2.00 X 0 0 0 ALEX BLY BOARD MEMBER 3.00 X 0 0 0 DANA BROWN BOARD MEMBER 2.00 X 0 0 0 CHAZ GILES BOARD MEMBER 0.50 X 0 0 0 PAVAN GILL BOARD MEMBER 3.00 X 0 0 0 GEETIKA GOEL BOARD MEMBER 1.00 X 0 0 0 GUY HENSHAW BOARD MEMBER 3.00 X 0 0 0 HANSOL HONG BOARD MEMBER 0.50 X 0 0 0 ANGEL LEWIS BOARD MEMBER 3.00 X 0 0 0 JILL MILLER BOARD MEMBER 3.00 X 0 0 0 TINA MURPHY BOARD MEMBER 2.00 X 0 0 0 MATTHEW OKAZAKI BOARD MEMBER 3.00 X 0 0 0 RUSSELL PATTON BOARD MEMBER 3.00 X 0 0 0 PHIL PENA BOARD MEMBER, FINANCE COMM.CHAIR 5.00 X X 0 0 0 LENY RIEBLI BOARD MEMBER 2.00 X 0 0 0 MONICA STREIFER BOARD MEMBER 2.00 X 0 0 0 KATHY TORRU BOARD MEMBER, EX-OFFICIO 5.00 X 0 0 0 RUTH WINCHELL-MOYES BOARD MEMBER 3.00 X 0 0 0 ROB YAU BOARD MEMBER 2.00 X 0 0 0 CATHERINE YEWELL BOARD MEMBER 2.00 X 0 0 0 ERIC NILES HEAD OF SCHOOL (THRU 06/24) 40.00 X 555789 0 99615 KEITH POWELL CHIEF OPERATING OFFICER 40.00 X 247920 0 28480 LAUREN RAILEY ASS'T HOS & HOMS (THRU 6/24) 40.00 X 193066 0 49442 MEADOW DAVIS ASS'T HEAD & HEAD OF UPPER SCHOOL 40.00 X 190667 0 74776 ERIN FREDRICK DIR. OF PHILANTHOPHY 40.00 X 172645 0 46428 AMY RASNER DIR. OF PEOPLE AND CULTURE 40.00 X 174763 0 39174 ROBERT BARDENHAGEN DIR. OF EDUCATIONAL TECH 40.00 X 158056 0 25399 1692906 0 363314 50 0 1 0 SSC SERVICE SOLUTIONS 1845 MIDPARK ROAD SUITE 201 KNOXVILLE TN 37921 FACILITIES SERVICE 1793420 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTO CA 94022 FOOD SERVICE 1283921 STEALTH ENTERPRISES INC 930 DETROIT AVE STE F CONCORD CA 94518 BUILDING CONSTRUCTION 295587 BRIGHTVIEW LANDSCAPE SERVICES INC PO BOX 31001-2463 PASADENA CA 91110 CONSTRUCTION SERVICES 168572 LORI HEBERT 1097 UPPER PLEASANT VALLEY RD JEFFERSONVILLE VT 05464 BLENDED LEARNING CONSULTANT 144757 8 1380288 80698 1380288 ADMISSIONS 611710 29125544 29125544 AUXILLARY SERVICES 611710 1520991 1520991 30646535 1158445 1158445 21759 0 21759 21759 21759 509538 17000 505176 21857 4362 -4857 -495 -495 CASH REWARD ON CORPORA 900099 7000 7000 VENDOR PAYMENT PROGRAM 900099 6795 6795 13795 33220327 30646535 0 1193504 4200662 4200662 1467672 31242 1311466 124964 13205419 9562070 3182504 460845 752898 533416 203523 15959 2299851 1550941 683902 65008 1104641 724221 345516 34904 276644 276644 67540 67540 58426 58426 483339 470550 12789 162612 96773 65839 549844 97636 441248 10960 344334 344334 2783233 2304222 432906 46105 49273 42762 6511 387467 327087 50930 9450 2464923 2093241 329799 41883 502053 426349 67173 8531 AUXILLARY SERVICES 1476989 1476989 OTHER CURRICULUM 1106333 1106333 STUDENT ACTIVITIES 625992 625992 ATHLETICS 244939 244939 34615084 25649674 8061662 903748 25881 16102 9405203 8140089 29429 50000 10439056 10831887 651545 789496 58307673 28628572 30638796 29679101 24087832 27126553 75277742 76633228 1316394 2004855 24870755 26088895 11783776 11417547 133187 131623 38104112 39642920 X 28602145 27770504 8571485 9219804 37173630 36990308 75277742 76633228 -1394757 1211435 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9518681 274211 1029608 337462 10485038 8876573 189039 769386 316317 9518681 10137978 26950 -977337 311018 8876573 7430979 426222 1705273 393843 9168631 7818903 22477 -18610 391791 7430979 0.15440 0.84560 0.00000 0 0 161612 161612 54561495 25372975 29188520 2263837 1934868 328969 1320729 1320729 0 29679101 FUNDS HELD IN TRUST 122323 DEPOSITS 9300 131623 X 30172674 1211435 1211435 28961239 58426 4200662 4259088 33220327 30355996 0 30355996 58426 4200662 4259088 34615084 PART V, LINE 4: THE ENDOWMENT FUNDS REPRESENT DONOR CONTRIBUTIONS THAT ARE SUBJECT TO RESTRICTIONS OF GIFT INSTRUMENTS REQUIRING THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. BY LAW, AND IN ACCORDANCE WITH UPMIFA, THE ATHENIAN SCHOOL IS PERMITTED TO TRANSFER ALL INTEREST AND REALIZED/UNREALIZED GAINS TO UNRESTRICTED NET ASSETS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER THE PROVISIONS OF 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. AS SUCH, THE SCHOOL QUALIFIES FOR THE MAXIMUM CHARITABLE CONTRIBUTION DEDUCTION BY DONORS. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,200,662. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,200,662. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE RACIALLY NONDISCRIMINATION POLICY CAN BE FOUND ON THE HOMEPAGE OF THE SCHOOL WEBSITE ALL YEAR ROUND. 1 TUITION ASSISTANCE 113 0 4200662 FMV DIRECT CREDIT APPLIED TO STUDENT ACCOUNT PART I, LINE 2: THOSE FAMILIES SEEKING TUITION ASSISTANCE COMPLETE THE PARENT'S FINANCIAL STATEMENT (PFS) APPLICATION AND FORWARD IT TO ATHENIAN. TO DETERMINE EACH FAMILY'S ABILITY TO PAY, ATHENIAN USES THE APPLICATION AND METHODOLOGY PROVIDED BY THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (THE SCHOOL AND STUDENT SERVICE FOR FINANCIAL AID), WHICH ADMINISTERS THE PARENT'S FINANCIAL STATEMENT (PFS). THE DIRECTOR OF ENROLLMENT MANAGEMENT AND OUTSOURCED FINANCIAL AID CONSULTANT, "MISSION ENROLLMENT", ANALYZES THE APPLICATION AND FINANCIAL INFORMATION SUBMITTED. THE FINANCIAL AID COMMITTEE (COMPRISED OF THE DIRECTOR OF ENROLLMENT MANAGEMENT, HEAD OF SCHOOL, CHIEF OPERATING OFFICER, DEAN OF EQUITY AND INCLUSION, CONTROLLER, AND ASSOCIATE DIRECTOR OF ADMISSION) DOES FINAL REVIEWS AND MAKES THE AWARD DETERMINATION BASED ON DEMONSTRATED NEED AND THE AMOUNT AVAILABLE WITHIN THE SCHOOL'S FINANCIAL AID BUDGET. X X 1 0 X X X X 0 0 0 0 0 0 0 1 0 ERIC NILES HEAD OF SCHOOL (THRU 06/24) 445489 0 85000 0 25300 0 42300 0 57315 0 655404 0 0 0 KEITH POWELL CHIEF OPERATING OFFICER 247920 0 0 0 0 0 14878 0 13602 0 276400 0 0 0 MEADOW DAVIS ASS'T HEAD & HEAD OF UPPER SCHOOL 190667 0 0 0 0 0 11440 0 63336 0 265443 0 0 0 LAUREN RAILEY ASS'T HOS & HOMS (THRU 6/24) 193066 0 0 0 0 0 11635 0 37807 0 242508 0 0 0 ERIN FREDRICK DIR. OF PHILANTHOPHY 172645 0 0 0 0 0 10742 0 35686 0 219073 0 0 0 AMY RASNER DIR. OF PEOPLE AND CULTURE 174763 0 0 0 0 0 10600 0 28574 0 213937 0 0 0 ROBERT BARDENHAGEN DIR. OF EDUCATIONAL TECH 158056 0 0 0 0 0 10426 0 14973 0 183455 0 0 0 PART I, LINE 1A ON-CAMPUS HOUSING IS PROVIDED TO THE HEAD OF SCHOOL AND CERTAIN OTHER CRITICAL SCHOOL STAFF AS A REQUIREMENT OF THE POSITIONS AND IS AN EXPECTATION OF EMPLOYMENT. THE BOARD OF TRUSTEES HAS DETERMINED IT IS NECESSARY FOR THESE INDIVIDUALS TO BE AVAILABLE AT ALL TIMES IN ORDER TO BE RESPONSIVE TO THE ONGOING DEMANDS OF AN ACTIVE AND THRIVING CAMPUS COMMUNITY. SOME OF THESE INDIVIDUALS HAVE OVERSIGHT RESPONSIBILITY OF STUDENTS WHO ARE DOMICILED ON CAMPUS HOUSING FACILITIES. THE AMOUNTS FOR THE HOUSING ALLOWANCE AND RELATED HOUSEKEEPING SERVICES WERE INCLUDED IN NON-TAXABLE BENEFITS. PART I, LINE 7 ERIC F. NILES RECEIVED DISCRETIONARY NON-FIXED BONUS, FOR PERFORMANCE AS THE HEAD OF SCHOOL, IN THE AMOUNT OF $85,000, AND IT IS REFLECTED IN HIS TAXABLE INCOME. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2015-08-26 16400000 CAPITAL PROJECTS 0 0 0 A 4982453 16400000 257000 16143000 2018 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 1 X 9 80698 PUBLICY TRADED EXCHANGE 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AT LEAST TWO MEMBERS OF THE BOARD OF TRUSTEES. THIS GROUP OF INDIVIDUALS THEN DISCUSSES THE CONTENTS OF THE RETURN WITH THE OUTSIDE TAX PROFESSIONAL. AFTER A FULL REVIEW, THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990, WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF TRUSTEES REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE HEAD OF SCHOOLS AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 15 MEMBERS OF THE BOARD OF TRUSTEES REVIEW THE COMPENSATION OF ALL HIGH-LEVEL (KEY EXECUTIVE) PERSONNEL ANNUALLY IN ACCORDANCE WITH IRS RULES AND REGULATIONS. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES IN ORDER TO DETERMINE THE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES. EVERY EFFORT IS MADE TO ENSURE THAT THE PROCESS IS THOROUGH AND TRANSPARENT IN ACCORDANCE WITH IRS GUIDELINES AND THE ORGANIZATION'S POLICIES AND PROCEDURES. COMPENSATION OF OTHER PERSONNEL AND KEY EMPLOYEES IS REVIEWED AT LEAST ANNUALLY BY MEMBERS OF MANAGEMENT. EFFORTS ARE MADE TO SECURE COMPENSATION DATA FROM INDUSTRY SOURCES (SUCH AS OTHER PRIVATE SCHOOLS) IN ORDER TO DETERMINE THE COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DECISIONS ARE THEN DOCUMENTED IN PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND OTHER LEGAL FILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BY TAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE AVAILABLE FOR PHYSICAL INSPECTION AT THE ORGANIZATION'S OFFICE IN DANVILLE, CALIFORNIA.