THE ATHENIAN SCHOOL (EIN 946070808) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

E QUINCY MCLAUGHLIN

Phone

9258375375

Tax Period

2024-07-01 to 2025-06-30

THE ATHENIAN SCHOOL, founded in 1961, is a mid-sized nonprofit that reported $35.0M in total revenue in fiscal year 2024.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,287,665

Program Service Revenue $32,412,903

Investment Income $1,266,185

Other Revenue $36,324

TOTAL REVENUE $35,003,077

Expense Breakdown

Grants Paid $4,466,819

Salaries & Benefits $19,102,037

Fundraising Expenses $705,879

Program Expenses $26,882,527

Other Expenses $11,769,816

TOTAL EXPENSES $35,338,672

Year-over-Year Comparison

	2024	2023	Change
Revenue	$35,003,077	$33,220,327	+0.1%
Expenses	$35,338,672	$34,615,084	+0.0%
Net Income	$-335,595	$-1,394,757	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

296

Volunteers

100

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$597,860

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN NICKENS	BOARD CHAIR	17.00	Officer Director	$0	$0	$0
VIRGINIA GIRZADAS	BOARD SECRETARY	5.00	Officer Director	$0	$0	$0
NANCY ANDERSON	BOARD MEMBER	3.00	Director	$0	$0	$0
COLETTE ANKENMAN	BOARD MEMBER	3.00	Director	$0	$0	$0
JEANNINE BELL WHITTAKER	BOARD MEMBER	3.00	Director	$0	$0	$0
MUSADIQ BIDAR	BOARD MEMBER	4.00	Director	$0	$0	$0
ALEX BLY	BOARD MEMBER	4.00	Director	$0	$0	$0
DANA BROWN	BOARD MEMBER	3.00	Director	$0	$0	$0
CHAZ GILES	BOARD MEMBER	1.00	Director	$0	$0	$0
PAVAN GILL	BOARD MEMBER	4.00	Director	$0	$0	$0
GEETIKA GOEL	BOARD MEMBER (THRU 11/24)	1.00	Director	$0	$0	$0
GUY HENSHAW	BOARD MEMBER	4.00	Director	$0	$0	$0
HANSOL HONG	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF IWASAKI	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGEL LEWIS	BOARD MEMBER	5.00	Director	$0	$0	$0
CHRIS MCGARRY	BOARD MEMBER	1.00	Director	$0	$0	$0
JILL MILLER	BOARD MEMBER	3.00	Director	$0	$0	$0
TINA MURPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
RUSSELL PATTON	BOARD MEMBER	3.00	Director	$0	$0	$0
PHIL PENA	BOARD MEMBER	3.00	Director	$0	$0	$0
LENY RIEBLI	BOARD MEMBER	4.00	Director	$0	$0	$0
MONICA STREIFER	BOARD MEMBER	3.00	Director	$0	$0	$0
ROB YAU	BOARD MEMBER (THRU 09/24)	1.00	Director	$0	$0	$0
CATHERINE YEWELL	BOARD MEMBER	4.00	Director	$0	$0	$0
KEITH POWELL	CHIEF OPERATING OFFICER	40.00	Officer	$276,068	$30,729	$306,797
ELIZABETH QUINCY MCLAUGHLIN	INTERIM HOS (AS OF 07/24)	40.00	Officer	$228,903	$62,160	$291,063
AMY RASNER	DIR. OF PEOPLE AND CULTURE	40.00	Highest	$217,225	$43,376	$260,601
MEADOW DAVIS	ASST. HEAD & HEAD OF UPPER SCHOOL	40.00	Highest	$208,621	$54,022	$262,643
ROBERT BARDENHAGEN	DIR. OF EDUCATIONAL TECHNOLOGY	40.00	Highest	$178,470	$28,446	$206,916
NAOKO AKIYAMA	DIRECTOR OF DEIS	40.00	Highest	$174,250	$41,237	$215,487
JESSIE ANG	CONTROLLER	40.00	Highest	$154,400	$51,028	$205,428
ERIC NILES	HEAD OF SCHOOL (THRU 06/24)	40.00		$681,272	$52,351	$733,623
LAUREN RAILEY	ASST. HEAD & HOMS (THRU 6/24)	40.00		$114,397	$42,597	$156,994

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$35,003,077	$35,338,672	$77,670,926	$-335,595
2024	$33,220,327	$34,615,084	$76,633,228	$-1,394,757
2023	$31,255,462	$32,140,820	$75,277,742	$-885,358
2022	$29,851,668	$30,209,190	$74,556,032	$-357,522
2021	$26,904,063	$28,534,859	$75,813,234	$-1,630,796
2020	$28,642,574	$26,395,503	$65,499,173	$2,247,071
2019	$25,315,364	$25,894,379	$66,020,315	$-579,015
2018	$25,564,279	$24,115,268	$64,269,813	$1,449,011

THE ATHENIAN SCHOOL