Athenian School: FY2021 Nonprofit Profile & Form 990 (EIN 94-6070808)

Revenue by fiscal year
FY2020	$28.6M
FY2021	$26.9M
FY2023	$31.3M
FY2024	$33.2M
FY2025	$35.0M

Expenses by fiscal year
FY2020	$26.4M
FY2021	$28.5M
FY2023	$32.1M
FY2024	$34.6M
FY2025	$35.3M

Net assets by fiscal year
FY2020	$39.5M
FY2021	$40.0M
FY2023	$37.2M
FY2024	$37.0M
FY2025	$37.7M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

74 cents of each dollar spent went to programs.

74%

23%

Program services 74% · $21.1M Management & general 23% · $6.6M Fundraising 3% · $774K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

31 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Eric Niles

Head of School

$459,709Pt VII · Sec A

Leslie Lucas

COO (thru 10/20)

$202,920Pt VII · Sec A

Shoshana Ziblatt

Director of Advancement

$173,764Pt VII · Sec A

Lauren Railey

Head of Middle School

$153,771Pt VII · Sec A

Louis Tullo

Dir. of Educational Tech. (thru 06/21)

$146,562Pt VII · Sec A

Amy Wintermeyer

Head of Upper School (thru 06/21)

$144,095Pt VII · Sec A

Gabriel Del Real

Dean of Academic Curric.

$133,404Pt VII · Sec A

Keith Powell

COO (start 10/20)

$38,784Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

Name	FY2025	FY2024	FY2023	FY2021	FY2020
Eric Niles	$681,272	$555,789	$478,415	$459,709	$647,210
Keith Powell	$276,068	$247,920	$238,835	$38,784	—
Lauren Railey	$114,397	$193,066	$252,458	$153,771	$146,806
Elizabeth Quincy McLaughlin	$228,903	—	—	—	—
Amy Rasner	$217,225	$174,763	$143,930	—	—
Leslie Lucas	—	—	—	$202,920	$209,782
Meadow Davis	$208,621	$190,667	$170,793	—	—
Elizabeth McLaughlin	—	—	$186,226	—	—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates middle and high school students for college and fulfilling lives through active, interactive learning.

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Provided by the organization

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1 program · $21.1M · in their own filed words · FY2020

01

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…

$21.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record

Grants received · FY2024

Quest FoundationFY2024$99K

Vanguard Charitable Endowment ProgramFY2024$80K

Fidelity Investments Charitable Gift FundFY2024$68K

American Online Giving Foundation INCFY2024$55K

Donor Advised Charitable Giving INCFY2024$52K

Morgan Stanley Global Impact Funding Trust INCFY2024$37K

National Philanthropic TrustFY2024$23K

Novogradac Rivers FoundationFY2024$15K

Total grants receivedfrom 12 funders$459K

See all 12 funders →

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$26.9M

Ln 12

Fees for servicesLn 2g$24.4M

Gifts and grantsLn 1h$1.9M

Investment incomeLn 3$636K

Money outPt IX

$28.5M

Ln 25

Programscol B$21.1M

Managementcol C$6.6M

Fundraisingcol D$774K

Owns and owesPt X

$40.0M

net assets · Ln 32

Cash and savingsLn 1–2$20.3M

Total assetsLn 16$75.8M

LiabilitiesLn 26$35.8M

PeoplePt VI, VII

31

listed · VII A

PaidVII A8

Voting boardVI 1a23

IndependentVI 1b23

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.9M

Noncash giftsLn 1g$26K

Fees for servicesLn 2g$24.4M

Investment incomeLn 3$636K

Other incomeLn 4–11$12K

Gains on assetsLn 7$353K

Total revenueLn 12$26.9M

Assets in detailPt X, end of year

CashLn 1$203K

SavingsLn 2$20.1M

Cash and savings togetherLn 1–2$20.3M

InvestmentsLn 11–13$12.1M

Land, buildings, equipmentLn 10c$33.4M

Total assetsLn 16$75.8M

LiabilitiesLn 26$35.8M

Net assetsLn 32$40.0M

OperationsPt I, VI

EmployeesI 5259

VolunteersI 6100

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$19.1M	$20.3M
InvestmentsLn 11–13	$9.5M	$12.1M
Land, buildings, equipmentLn 10c	$35.1M	$33.4M
Total assetsLn 16	$65.5M	$75.8M
LiabilitiesLn 26	$26.0M	$35.8M
Net assetsLn 32	$39.5M	$40.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$3.9M	$3.9M
Pay of current officers, directors and key staffLn 5	$834K	$28K	$779K	$28K
Other salaries and wagesLn 7	$11.2M	$8.2M	$2.6M	$443K
Pension plan contributionsLn 8	$607K	$492K	$92K	$23K
Other employee benefitsLn 9	$1.6M	$1.3M	$218K	$60K
Payroll taxesLn 10	$885K	$683K	$168K	$33K
Legal feesLn 11b	$42K		$42K
Accounting feesLn 11c	$61K		$61K
Investment management feesLn 11f	$61K		$61K
Other fees for servicesLn 11g	$1.3M		$1.3M	$33K
Advertising and promotionLn 12	$106K		$75K	$30K
Office expensesLn 13	$400K	$21K	$363K	$16K
Information technologyLn 14	$544K	$536K	$8K
OccupancyLn 16	$2.3M	$1.9M	$306K	$45K
Conferences, conventions and meetingsLn 19	$12K		$11K	$995
InterestLn 20	$421K	$355K	$55K	$10K
Depreciation, depletion and amortizationLn 22	$2.6M	$2.2M	$282K	$51K
InsuranceLn 23	$266K		$266K
Other expenses (24a–d)Ln 24	$1.5M	$1.5M
Total functional expensesLn 25	$28.5M	$21.1M	$6.6M	$774K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$35.0M	$35.3M	−$336K	$37.7M	990 PDF
FY2024	$33.2M	$34.6M	−$1.4M	$37.0M	990 PDF
FY2023	$31.3M	$32.1M	−$885K	$37.2M	990 PDF
FY2022	Not on file
FY2021 Viewing	$26.9M	$28.5M	−$1.6M	$40.0M	990 PDF
FY2020	$28.6M	$26.4M	$2.2M	$39.5M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2021 990 (6 parts)

Part I · Summary $26,904,063 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $3,464,710$1,881,936

I-9 Program service revenuePrior year $24,890,560$24,373,562

I-10 Investment incomePrior year $274,643$636,135

I-11 Other revenuePrior year $12,661$12,430

I-12 Total revenuePrior year $28,642,574$26,904,063

I-13 Grants and similar amounts paidPrior year $3,514,030$3,871,361

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $13,817,485$15,137,933

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $9,063,988$9,525,565

I-18 Total expensesPrior year $26,395,503$28,534,859

I-19 Revenue less expensesPrior year $2,247,071−$1,630,796

Part VI · Governance 23 of 23 board members independent, no flags

VI-1a Voting members of the governing body23

VI-1b Independent voting members23

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $26,904,063 across 9 lines filed

VIII-1f All other contributions, gifts and grants$1,881,936

VIII-1g Noncash contributions (included above)$25,582

VIII-1h Total contributions, gifts and grants$1,881,936

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $24,373,562$24,373,562

VIII-3 Investment incomeExcluded from tax $283,003$283,003

VIII-6 Net rental income or lossExcluded from tax $8,662$8,662

VIII-7 Net gain or loss on sales of assetsExcluded from tax $353,132$353,132

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,768$3,768

VIII-12 Total revenueRelated to mission $24,377,330 · Unrelated business $0 · Excluded from tax $644,797$26,904,063

Part IX · Statement of functional expenses $28,534,859 across 19 lines filed

IX-2 Grants to domestic individualsPrograms $3,871,361$3,871,361

IX-5 Pay of current officers, directors and key staffPrograms $27,890 · Management $778,619 · Fundraising $27,890$834,399

IX-7 Other salaries and wagesPrograms $8,190,883 · Management $2,557,184 · Fundraising $443,131$11,191,198

IX-8 Pension plan contributionsPrograms $492,242 · Management $91,704 · Fundraising $23,129$607,075

IX-9 Other employee benefitsPrograms $1,342,597 · Management $217,774 · Fundraising $59,917$1,620,288

IX-10 Payroll taxesPrograms $683,288 · Management $168,410 · Fundraising $33,275$884,973

IX-11b Legal feesManagement $42,378$42,378

IX-11c Accounting feesManagement $60,920$60,920

IX-11f Investment management feesManagement $60,752$60,752

IX-11g Other fees for servicesManagement $1,265,795 · Fundraising $32,643$1,298,438

IX-12 Advertising and promotionManagement $75,384 · Fundraising $30,465$105,849

IX-13 Office expensesPrograms $20,945 · Management $363,343 · Fundraising $15,788$400,076

IX-14 Information technologyPrograms $535,891 · Management $8,272$544,163

IX-16 OccupancyPrograms $1,935,035 · Management $306,036 · Fundraising $45,420$2,286,491

IX-19 Conferences, conventions and meetingsManagement $11,430 · Fundraising $995$12,425

IX-20 InterestPrograms $355,422 · Management $55,342 · Fundraising $10,269$421,033

IX-22 Depreciation, depletion and amortizationPrograms $2,230,307 · Management $281,993 · Fundraising $51,271$2,563,571

IX-23 InsuranceManagement $266,222$266,222

IX-24 Other expenses (24a–d)Programs $1,463,247$1,463,247

IX-25 Total functional expensesPrograms $21,149,108 · Management $6,611,558 · Fundraising $774,193$28,534,859

Part X · Balance sheet $75,813,234 assets, 17 lines filed

X-1 Cash, non-interest-bearingStart of year $208,806$202,941

X-2 Savings and temporary cash investmentsStart of year $18,913,441$20,066,469

X-3 Pledges and grants receivableStart of year $750,749$462,000

X-4 Accounts receivableStart of year $349,404$9,125,608

X-9 Prepaid expenses and deferred chargesStart of year $613,500$507,317

X-10c Land, buildings and equipment, netStart of year $35,132,224$33,367,031

X-11 Publicly traded securitiesStart of year $9,531,049$12,081,868

X-16 Total assetsStart of year $65,499,173$75,813,234

X-17 Accounts payable and accrued expensesStart of year $1,143,727$1,277,725

X-19 Deferred revenueStart of year $11,932,888$21,990,979

X-20 Tax-exempt bond liabilitiesStart of year $12,815,808$12,483,053

X-25 Other liabilitiesStart of year $94,367$95,191

X-26 Total liabilitiesStart of year $25,986,790$35,846,948

X-27 Net assets without donor restrictionsStart of year $33,143,447$32,804,590

X-28 Net assets with donor restrictionsStart of year $6,368,936$7,161,696

X-32 Total net assets or fund balancesStart of year $39,512,383$39,966,286

X-33 Total liabilities and net assetsStart of year $65,499,173$75,813,234

Part XI · Reconciliation of net assets $39,966,286 net assets at year end

XI-1 Total revenue$26,904,063

XI-2 Total expenses$28,534,859

XI-3 Revenue less expenses−$1,630,796

XI-4 Net assets at start of year$39,512,383

XI-5 Net unrealized gains (losses) on investments$2,119,561

XI-9 Other changes in net assets−$34,862

XI-10 Net assets at end of year$39,966,286

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Athenian School FY2021 filing

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