2025-12-23T10:54:22-06:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 946070808 THE ATHENIAN SCHOOL ATHE 9258375375 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 KEITH POWELL CHIEF OPERATING OFFICER 9258375375 2025-12-19 1 1 JENNIFER M VACHA P01251998 9257902600 2025-12-19 2024 2025-03-06 01:10:19Z E QUINCY MCLAUGHLIN 2100 MT DIABLO SCENIC BLVD DANVILLE CA 94506 36608608 0 X WWW.ATHENIAN.ORG X 1961 CA THE ATHENIAN SCHOOL IS A CO-EDUCATIONAL, INDEPENDENT, (CONTINUED ON 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. 22 22 296 100 0 0 1380288 1287665 30646535 32412903 1157950 1266185 35554 36324 33220327 35003077 4200662 4466819 0 0 18830481 19102037 0 0 705879 11583941 11769816 34615084 35338672 -1394757 -335595 76633228 77670926 39642920 39967438 36990308 37703488 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. (CONTINUED ON SCHEDULE O)THE SCHOOL OFFERS A CHALLENGING ACADEMIC PROGRAM WITH A DIFFERENCE. INTELLECTUAL INQUIRY IS ACTIVE. LEARNING IS INTERACTIVE. 0 0 26882527 4466819 32412903 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 (CONTINUED ON SCHEDULE O) 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 2024, THE SCHOOL SERVED 530 STUDENTS. 26882527 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 1 105 0 1 296 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 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 17.00 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 COLETTE ANKENMAN BOARD MEMBER 3.00 X 0 0 0 JEANNINE BELL WHITTAKER BOARD MEMBER 3.00 X 0 0 0 MUSADIQ BIDAR BOARD MEMBER 4.00 X 0 0 0 ALEX BLY BOARD MEMBER 4.00 X 0 0 0 DANA BROWN BOARD MEMBER 3.00 X 0 0 0 CHAZ GILES BOARD MEMBER 1.00 X 0 0 0 PAVAN GILL BOARD MEMBER 4.00 X 0 0 0 GEETIKA GOEL BOARD MEMBER (THRU 11/24) 1.00 X 0 0 0 GUY HENSHAW BOARD MEMBER 4.00 X 0 0 0 HANSOL HONG BOARD MEMBER 1.00 X 0 0 0 JEFF IWASAKI BOARD MEMBER 1.00 X 0 0 0 ANGEL LEWIS BOARD MEMBER 5.00 X 0 0 0 CHRIS MCGARRY BOARD MEMBER 1.00 X 0 0 0 JILL MILLER BOARD MEMBER 3.00 X 0 0 0 TINA MURPHY BOARD MEMBER 1.00 X 0 0 0 RUSSELL PATTON BOARD MEMBER 3.00 X 0 0 0 PHIL PENA BOARD MEMBER 3.00 X 0 0 0 LENY RIEBLI BOARD MEMBER 4.00 X 0 0 0 MONICA STREIFER BOARD MEMBER 3.00 X 0 0 0 ROB YAU BOARD MEMBER (THRU 09/24) 1.00 X 0 0 0 CATHERINE YEWELL BOARD MEMBER 4.00 X 0 0 0 KEITH POWELL CHIEF OPERATING OFFICER 40.00 X 276068 0 30729 ELIZABETH QUINCY MCLAUGHLIN INTERIM HOS (AS OF 07/24) 40.00 X 228903 0 62160 AMY RASNER DIR. OF PEOPLE AND CULTURE 40.00 X 217225 0 43376 MEADOW DAVIS ASST. HEAD & HEAD OF UPPER SCHOOL 40.00 X 208621 0 54022 ROBERT BARDENHAGEN DIR. OF EDUCATIONAL TECHNOLOGY 40.00 X 178470 0 28446 NAOKO AKIYAMA DIRECTOR OF DEIS 40.00 X 174250 0 41237 JESSIE ANG CONTROLLER 40.00 X 154400 0 51028 ERIC NILES HEAD OF SCHOOL (THRU 06/24) 40.00 X 681272 0 52351 LAUREN RAILEY ASST. HEAD & HOMS (THRU 6/24) 40.00 X 114397 0 42597 2233606 0 405946 66 1 1 0 SSC SERVICE SOLUTIONS 1845 MIDPARK ROAD SUITE 201 KNOXVILLE TN 37921 FACILITIES SERVICE 1847647 EPICUREAN GROUP 111 MAIN STREET SUITE 3 LOS ALTO CA 94022 FOOD SERVICE 1409897 BIGHAM TAYLOR ROOFING CORP 22721 ALICE STREET HAYWARD CA 94541 ROOF REPAIR WORKS 343440 LIEBERT CASSIDY WHITMORE 6033 W CENTURY BLVD SUITE 500 LOS ANGELES CA 90045 LEGAL CONSULTING SERVICES 208642 MINDPOWER INC 901 BERNINA AVENUE NE UNIT 3 ATLANTA GA 30307 ADMISSION AND MARKETING CONSULTING SERVI 175995 15 1287665 54892 1287665 ADMISSIONS 611710 30760906 30760906 AUXILLARY SERVICES 611710 1651997 1651997 32412903 1239193 1239193 11008 0 11008 11008 11008 1602523 30000 1599690 5841 2833 24159 26992 26992 VENDOR PAYMENT PROGRAM 900099 18193 18193 CASH REWARD ON CORPORA 900099 7123 7123 25316 35003077 32412903 0 1302509 4466819 4466819 867507 77062 739070 51375 14135682 10374660 3380827 380195 782476 572671 192502 17303 2208836 1554613 601709 52514 1107536 771378 309515 26643 150979 150979 72227 72227 65268 65268 664233 644092 20141 378184 319847 58337 481706 101385 375055 5266 406129 406129 2769983 2303903 428846 37234 34651 27392 7259 374129 315827 49177 9125 2376072 2025052 318293 32727 563367 480140 75467 7760 AUXILLARY SERVICES 1505977 1505977 OTHER CURRICULUM 1070044 1070044 STUDENT ACTIVITIES 582648 582648 ATHLETICS 274219 274219 35338672 26882527 7750266 705879 16102 11938 8140089 7531701 50000 100705 10831887 11939521 789496 608539 59390400 30806412 29679101 28583988 27126553 28894534 76633228 77670926 2004855 1601548 26088895 27155851 11417547 11038016 131623 172023 39642920 39967438 X 27770504 27648065 9219804 10055423 36990308 37703488 76633228 77670926 -335595 1048775 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10485038 243494 1021403 366095 11383840 9518681 274211 1029608 337462 10485038 8876573 189039 769386 316317 9518681 10137978 26950 -977337 311018 8876573 7430979 426222 1705273 393843 9168631 0.15240 0.84760 0.00000 0 0 161612 161612 55142415 27141987 28000428 2504006 2082058 421948 1582367 1582367 0 28583988 FUNDS HELD IN TRUST 162223 DEPOSITS 9800 172023 X 31519765 1048775 1048775 30470990 65268 4466819 4532087 35003077 30806585 0 30806585 65268 4466819 4532087 35338672 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, 2025, 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 4,466,819. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 4,466,819. 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 0 4466819 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 X X 1 0 0 0 0 0 0 0 0 ERIC NILES HEAD OF SCHOOL (THRU 06/24) 399472 0 0 0 281800 0 19680 0 32671 0 733623 0 0 0 KEITH POWELL CHIEF OPERATING OFFICER 276068 0 0 0 0 0 16567 0 14162 0 306797 0 0 0 ELIZABETH QUINCY MCLAUGHLIN INTERIM HOS (AS OF 07/24) 228903 0 0 0 0 0 11875 0 50285 0 291063 0 0 0 MEADOW DAVIS ASST. HEAD & HEAD OF UPPER SCHOOL 208621 0 0 0 0 0 12517 0 41505 0 262643 0 0 0 AMY RASNER DIR. OF PEOPLE AND CULTURE 217225 0 0 0 0 0 13223 0 30153 0 260601 0 0 0 NAOKO AKIYAMA DIRECTOR OF DEIS 174250 0 0 0 0 0 10455 0 30782 0 215487 0 0 0 ROBERT BARDENHAGEN DIR. OF EDUCATIONAL TECHNOLOGY 178470 0 0 0 0 0 11609 0 16837 0 206916 0 0 0 JESSIE ANG CONTROLLER 154400 0 0 0 0 0 9300 0 41728 0 205428 0 0 0 LAUREN RAILEY ASST. HEAD & HOMS (THRU 6/24) 114397 0 0 0 0 0 6864 0 35733 0 156994 0 0 0 PART I, LINE 1A ON-CAMPUS HOUSING IS PROVIDED TO THE HEAD OF SCHOOL, INTERIM HEAD OF SCHOOL, AND ASSISTANT HEAD AND HEAD OF UPPER SCHOOL AS A REQUIREMENT OF THE POSITIONS AND 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 BOARD OF TRUSTEES HAS DETERMINED IT IS AN EXPECTATION OF EMPLOYMENT. THE AMOUNTS FOR THE HOUSING ALLOWANCE AND RELATED HOUSEKEEPING SERVICES WERE INCLUDED IN NON-TAXABLE BENEFITS. PART I, LINE 4A ERIC NILES, FORMER HEAD OF SCHOOL, RECEIVED SEVERANCE UNDER A WRITTEN AGREEMENT APPROVED BY THE BOARD OF TRUSTEES. FOR CALENDAR YEAR 2024, APPROXIMATELY $281,800 WAS PAID AND INCLUDED IN COMPENSATION REPORTED ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III), OTHER REPORTABLE COMPENSATION. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352273601 2015-08-26 16400000 CAPITAL PROJECTS 0 0 0 A 5361984 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 13 54892 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.