2023-11-17T12:53:44-06:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 946070808 THE ATHENIAN SCHOOL ATHE 9258375375 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 KEITH POWELL CHIEF OPERATING OFFICER 9258375375 2023-11-16 1 KEITH POWELL 999009999 1 KATY BROWN P00650274 9257902600 2023-11-16 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ERIC F NILES 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 49052614 0 X WWW.ATHENIAN.ORG X 1961 CA 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. THE SCHOOL OFFERS A CHALLENGING ACADEMIC PROGRAM WITH A DIFFERENCE. INTELLECTUAL INQUIRY IS ACTIVE. LEARNING IS INTERACTIVE. 23 23 296 100 0 0 1316207 1218913 27422967 29366420 1042054 573154 70440 96975 29851668 31255462 4063539 4218343 0 0 16044097 17223952 0 0 811753 10101554 10698525 30209190 32140820 -357522 -885358 74556032 75277742 37283645 38104112 37272387 37173630 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 24609651 4218343 29366420 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 COMPASSIONATE, RESPONSIBLE ADULTS. THE ATHENIAN SCHOOL INSTILLS AN APPRECATION 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 GOVERANCE, 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 2022, THE SCHOOL SERVED 537 STUDENTS. 24609651 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 1 109 0 1 296 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 (AS OF 07/22) 2.00 X 0 0 0 ALEX BLY BOARD MEMBER 3.00 X 0 0 0 DANA BROWN BOARD MEMBER (AS OF 07/22) 2.00 X 0 0 0 CHAZ GILES BOARD MEMBER (AS OF 07/22) 1.00 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 1.00 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 (AS OF 07/22) 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 (AS OF 07/22) 3.00 X 0 0 0 LENY RIEBLI BOARD MEMBER (AS OF 07/22) 2.00 X 0 0 0 MONICA STREIFER BOARD MEMBER 2.00 X 0 0 0 KATHY TORRU BOARD MEMBER 5.00 X 0 0 0 RUTH WINCHELL-MOYES BOARD MEMBER 3.00 X 0 0 0 ROB YAU BOARD MEMBER (AS OF 07/22) 2.00 X 0 0 0 CATHERIE YEWELL BOARD MEMBER 2.00 X 0 0 0 ERIC NILES HEAD OF SCHOOL 40.00 X 478415 0 120325 KEITH POWELL CHIEF OPERATING OFFICER 40.00 X 238835 0 27324 ELIZABETH MCLAUGHLIN INTERIM HOS (AS OF 10/22) 40.00 X 186226 0 18535 LAUREN RAILEY INTERIM HOS (THRU 06/22), HOMS 40.00 X 252458 0 47616 MEADOW DAVIS ASSISTANT HEAD AND HEAD OF UPPER SCHOOL 40.00 X 170793 0 78256 ERIN FREDRICK DIR OF PHILANTHOPHY 40.00 X 168135 0 34109 AMY RASNER DIR OF PEOPLE AND CULTURE 40.00 X 143930 0 39984 ROBERT BARDENHAGEN DIR OF EDUCATIONAL TECHNOLOGY 40.00 X 153244 0 23952 1792036 0 390101 47 0 1 0 SSC SERVICE SOLUTIONS 1845 MIDPARK ROAD SUITE 201 KNOXVILLE TN 37921 FACILITIES SERVICE 1720083 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTO CA 94022 FOOD SERVICE 1185415 CONTRA COSTA CLIMATE CONTROL INC 5053 CLAYTON ROAD CONCORD CA 94521 AIR CONDITIONING SERVICES 285973 LORI HERBERT 1097 UPPER PLEASANT VALLEY RD JEFFERSONVILLE VT 05464 BLENDED LEARNING CONSULTANT 155541 A&C SUNWEST PAINTING INC 6288 SAN IGNACIO AVE B SAN JOSE CA 95119 PAINTING SERVICES 144000 7 1218913 59971 1218913 ADMISSIONS 611710 27735554 27735554 AUXILLARY SERVICES 611710 1630866 1630866 29366420 566363 566363 9734 0 9734 9734 9734 17798443 5500 17797152 0 1291 5500 6791 6791 OTHER REVENUE 900099 87241 87241 87241 31255462 29366420 0 670129 4218343 4218343 1035870 114943 805844 115083 12392580 9149660 2836877 406043 705452 491488 192353 21611 2078984 1596514 449284 33186 1011066 743928 234142 32996 85989 85989 65500 65500 44993 44993 458470 441001 17469 114868 62176 52692 544406 98412 429040 16954 2481832 2160713 270962 50157 60708 54350 6358 398336 336261 52359 9716 2448721 2131886 267347 49488 427199 427199 AUXILLARY SERVICES 1367132 1367132 OTHER CURRICULUM 1105017 1105017 STUDENT ACTIVITIES 537553 537553 TECHNOLOGY 351160 351160 206641 206641 32140820 24609651 6719416 811753 11822 25881 19575738 9405203 278030 29429 9661901 10439056 650321 651545 56816552 26177756 31846867 30638796 12531353 24087832 74556032 75277742 1278646 1316394 23722864 24870755 12139167 11783776 142968 133187 37283645 38104112 X 31049908 28602145 6222479 8571485 37272387 37173630 74556032 75277742 -885358 786601 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8876573 189039 769386 316317 9518681 10137978 26950 -977337 311018 8876573 7430979 426222 1705273 393843 9168631 7818903 22477 -18610 391791 7430979 7740504 148364 306011 375976 7818903 0.15820 0.84180 0 0 161612 161612 53618885 23141701 30477184 1769229 1769229 0 1266826 1266826 0 30638796 FUNDS HELD IN TRUST 123387 DEPOSITS 9800 133187 X 27778727 786601 786601 26992126 44993 4218343 4263336 31255462 27877484 0 27877484 44993 4218343 4263336 32140820 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, 2023, 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 4,218,343. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,218,343. 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 118 4218343 FMV DIRECT CREDIT APPLIED TO STUDENT ACCOUNT PART I, LINE 2: THOSE FAMILIES SEEKING TUITION ASSISTANCE COMPLETE 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 ADMINISTRATES THE PARENT'S FINANCIAL STATEMENT (PFS). THE DIRECTOR OF ADMISSIONS AND FINANCIAL AID ANALYZES THE APPLICATION AND FINANCIAL INFORMATION SUBMITTED. THE FINANCIAL AID COMMITTEE (COMPRISED OF THE DIRECTOR OF ADMISSIONS AND FINANCIAL AID, HEAD OF SCHOOL, CHIEF OPERATING OFFICER, DEAN OF EQUITY AND INCLUSION, CONTROLLER, SR. ASSOCIATE DIRECTOR OF ADMISSION & DIRECTOR OF MULTICULTURAL OUTREACH, AND ASSOCIATE DIRECTOR OF ADMISSION, FINANCIAL AID & OFFICE MANAGER) DOES FINAL REVIEWS AND MAKES THE AWARD DETERMINATION BASED ON DEMONSTRATED NEED AND AMOUNT AVAILABLE WITHIN SCHOOL'S FINANCIAL AID BUDGET. X X 1 0 X X X X 1 1 0 0 0 0 0 1 0 ERIC NILES HEAD OF SCHOOL 472815 0 0 0 5600 0 68800 0 51525 0 598740 0 0 0 LAUREN RAILEY INTERIM HOS (THRU 06/22), HOMS 242458 0 10000 0 0 0 14547 0 33069 0 300074 0 0 0 KEITH POWELL CHIEF OPERATING OFFICER 238835 0 0 0 0 0 14405 0 12919 0 266159 0 0 0 MEADOW DAVIS ASSISTANT HEAD AND HEAD OF UPPER SCH 170793 0 0 0 0 0 10248 0 68008 0 249049 0 0 0 ELIZABETH MCLAUGHLIN INTERIM HOS (AS OF 10/22) 127893 0 0 0 58333 0 5924 0 12611 0 204761 0 0 0 ERIN FREDRICK DIR OF PHILANTHOPHY 168135 0 0 0 0 0 10409 0 23700 0 202244 0 0 0 AMY RASNER DIR OF PEOPLE AND CULTURE 143930 0 0 0 0 0 8564 0 31420 0 183914 0 0 0 ROBERT BARDENHAGEN DIR OF EDUCATIONAL TECHNOLOGY 153244 0 0 0 0 0 10073 0 13879 0 177196 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, LINES 4A-B ELIZABETH MCLAUGHLIN, INTERIM HEAD OF SCHOOL, RECEIVED SEVERANCE OF $58,333 AND THIS IS INCLUDED IN HER WAGES ON SCHEDULE J, PART II, COLUMN B(III). THE HEAD OF SCHOOL PARTICIPATED IN A SUPPLEMENTAL 457(F) PLAN IN THE AMOUNT OF $30,000 FOR 2022 THAT IS INCLUDED IN HIS DEFERRED COMPENSATION. THIS IS A DISCRETIONARY AWARD APPROVED BY THE BOARD. PART I, LINE 7 THE ASSISTANT HEAD AND HEAD OF MIDDLE SCHOOL RECEIVED A DISCRETIONARY NON-FIXED BONUS, FOR PERFORMANCE AS INTERIM HEAD OF SCHOOL, IN THE AMOUNT OF $10,000 AND IT IS REFLECTED IN HER TAXABLE INCOME. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2015-08-26 16400000 CAPITAL PROJECTS 0 0 0 A 4616224 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 5 59971 FMV 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 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 COMPETITIVENESS AND APPROPRIATENESS OF SALARIES AND ALL RELATED BENEFITS. ALL DEICISIONS 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.