Bentley School: Nonprofit Profile, Financials & Form 990 (EIN 94-1700304)

Revenue by fiscal year
FY2020	$30.0M
FY2021	$32.9M
FY2022	$30.5M
FY2023	$32.2M
FY2024	$33.8M
FY2025	$34.5M

Expenses by fiscal year
FY2020	$31.2M
FY2021	$26.7M
FY2022	$28.7M
FY2023	$31.1M
FY2024	$32.4M
FY2025	$33.2M

Net assets by fiscal year
FY2020	−$1.5M
FY2021	$3.9M
FY2022	$5.5M
FY2023	$6.7M
FY2024	$8.3M
FY2025	$9.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1970.

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

Where the money goes

83 cents of each dollar spent went to programs.

83%

14%

Program services 83% · $27.6M Management & general 14% · $4.5M Fundraising 3% · $1.1M

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

23 people listed on the 990; $2.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Christina Moncharmont

Head of School

$445,537Pt VII · Sec A

James Nagle

CFO/COO

$299,656Pt VII · Sec A

David Lazo

Dir of Enrollment Mgmt

$239,700Pt VII · Sec A

Archibald Douglas

Dir of College Counseling

$231,560Pt VII · Sec A

Nicholas Pukstas

Upper School Director

$225,046Pt VII · Sec A

Andres Nunez

Dir of Facilies (thru 6/25)

$193,613Pt VII · Sec A

Maria Servello

Chief of Staff

$187,289Pt VII · Sec A

Jacqueline Escher

Director K-8

$185,535Pt VII · Sec A

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

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Arlene Hogan	—	—	$1,275,712	$551,814	$478,573	$459,318
Christina Moncharmont	$445,537	$418,595	$337,028	$209,377	$223,132	—
James Nagle	$299,656	$286,078	$100,349	—	—	—
Alexander Kopelevich	—	—	—	—	$192,052	$263,951
David Lazo	$239,700	$233,450	$242,440	—	—	—
Archibald Douglas	$231,560	$199,681	$192,311	$189,608	$179,054	$168,544
Nicholas Pukstas	$225,046	$208,148	$199,204	$193,612	—	—
Andres Nunez	$193,613	$190,049	$188,275	$175,006	$167,976	$148,487

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 children from kindergarten through twelfth grade.

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Provided by the organization

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1 program · $27.6M · in their own filed words · FY2024

01

Bentley school serves students on two campuses. The oakland, california, campus serves approximately 345 k-8 students and the lafayette, california, campus serves approximately 300 high school students. The school is accredited by the california association of independent schools.

$27.6Mprogram 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 · FY2025

David & Susan Martin Foundation INCFY2025$48K

The Parasol Tahoe Community FoundationFY2025$10K

Total grants receivedfrom 2 funders$58K

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$34.5M

Ln 12

Fees for servicesLn 2g$32.3M

Gifts and grantsLn 1h$1.3M

Investment incomeLn 3$934K

Money outPt IX

$33.2M

Ln 25

Programscol B$27.6M

Managementcol C$4.5M

Fundraisingcol D$1.1M

Owns and owesPt X

$9.9M

net assets · Ln 32

Cash and savingsLn 1–2$1.4M

Total assetsLn 16$60.7M

LiabilitiesLn 26$50.8M

PeoplePt VI, VII

23

listed · VII A

PaidVII A9

Voting boardVI 1a14

IndependentVI 1b14

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$1.3M

Noncash giftsLn 1g$43K

Fundraising eventsLn 1c$251K

Fees for servicesLn 2g$32.3M

Investment incomeLn 3$934K

Other incomeLn 4–11$11K

Gains on assetsLn 7$111K

Total revenueLn 12$34.5M

Assets in detailPt X, end of year

CashLn 1$1.4M

Cash and savings togetherLn 1–2$1.4M

InvestmentsLn 11–13$26.9M

Land, buildings, equipmentLn 10c$19.4M

Total assetsLn 16$60.7M

LiabilitiesLn 26$50.8M

Net assetsLn 32$9.9M

OperationsPt I, VI

EmployeesI 5188

VolunteersI 650

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 FY25	End FY25
Cash and savingsLn 1–2	$10.1M	$1.4M
InvestmentsLn 11–13	$17.1M	$26.9M
Land, buildings, equipmentLn 10c	$19.2M	$19.4M
Total assetsLn 16	$58.1M	$60.7M
LiabilitiesLn 26	$49.8M	$50.8M
Net assetsLn 32	$8.3M	$9.9M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$4.7M	$4.7M
Pay of current officers, directors and key staffLn 5	$1.5M	$462K	$799K	$194K
Other salaries and wagesLn 7	$13.8M	$11.5M	$1.8M	$483K
Pension plan contributionsLn 8	$741K	$623K	$85K	$32K
Other employee benefitsLn 9	$1.5M	$1.3M	$158K	$55K
Payroll taxesLn 10	$1.1M	$900K	$169K	$56K
Management feesLn 11a	$154K	$80K	$74K
Legal feesLn 11b	$147K	$147K
Accounting feesLn 11c	$145K		$145K
Other fees for servicesLn 11g	$107K	$81K	$21K	$5K
Advertising and promotionLn 12	$209K		$178K	$31K
Office expensesLn 13	$466K	$227K	$239K
Information technologyLn 14	$365K	$271K	$40K	$54K
OccupancyLn 16	$2.8M	$2.5M	$224K	$56K
TravelLn 17	$9K	$8K	$696	$174
Conferences, conventions and meetingsLn 19	$640K	$491K	$105K	$44K
InterestLn 20	$588K	$529K	$47K	$12K
Depreciation, depletion and amortizationLn 22	$1.4M	$1.2M	$111K	$28K
Other expenses (24a–d)Ln 24	$2.8M	$2.5M	$303K	$31K
Total functional expensesLn 25	$33.2M	$27.6M	$4.5M	$1.1M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$34.5M	$33.2M	$1.3M	$9.9M	990 PDF
FY2024	$33.8M	$32.4M	$1.5M	$8.3M	990 PDF
FY2023	$32.2M	$31.1M	$1.1M	$6.7M	990 PDF
FY2022	$30.5M	$28.7M	$1.8M	$5.5M	990 PDF
FY2021	$32.9M	$26.7M	$6.2M	$3.9M	990 PDF
FY2020	$30.0M	$31.2M	−$1.2M	−$1.5M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $34,549,672 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $1,871,833$1,334,419

I-9 Program service revenuePrior year $30,768,928$32,269,893

I-10 Investment incomePrior year $1,145,718$934,116

I-11 Other revenuePrior year $43,587$11,244

I-12 Total revenuePrior year $33,830,066$34,549,672

I-13 Grants and similar amounts paidPrior year $4,574,844$4,738,275

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

I-15 Salaries and benefitsPrior year $17,614,970$18,671,727

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

I-17 Other expensesPrior year $10,184,357$9,804,836

I-18 Total expensesPrior year $32,374,171$33,214,838

I-19 Revenue less expensesPrior year $1,455,895$1,334,834

Part VI · Governance 14 of 14 board members independent, no flags

VI-1a Voting members of the governing body14

VI-1b Independent voting members14

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 $34,549,672 across 10 lines filed

VIII-1c Fundraising events$251,493

VIII-1f All other contributions, gifts and grants$1,082,926

VIII-1g Noncash contributions (included above)$43,001

VIII-1h Total contributions, gifts and grants$1,334,419

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $32,269,893$32,269,893

VIII-3 Investment incomeExcluded from tax $823,022$823,022

VIII-7 Net gain or loss on sales of assetsExcluded from tax $111,094$111,094

VIII-8 Net income from fundraising eventsExcluded from tax −$48,755−$48,755

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $59,999$59,999

VIII-12 Total revenueRelated to mission $32,329,892 · Unrelated business $0 · Excluded from tax $885,361$34,549,672

Part IX · Statement of functional expenses $33,214,838 across 19 lines filed

IX-2 Grants to domestic individualsPrograms $4,738,275$4,738,275

IX-5 Pay of current officers, directors and key staffPrograms $461,743 · Management $798,757 · Fundraising $194,385$1,454,885

IX-7 Other salaries and wagesPrograms $11,531,258 · Management $1,805,709 · Fundraising $482,941$13,819,908

IX-8 Pension plan contributionsPrograms $623,458 · Management $85,398 · Fundraising $32,390$741,246

IX-9 Other employee benefitsPrograms $1,316,755 · Management $158,364 · Fundraising $55,323$1,530,442

IX-10 Payroll taxesPrograms $900,197 · Management $168,787 · Fundraising $56,262$1,125,246

IX-11a Management feesPrograms $80,007 · Management $73,852$153,859

IX-11b Legal feesPrograms $146,838$146,838

IX-11c Accounting feesManagement $145,392$145,392

IX-11g Other fees for servicesPrograms $80,819 · Management $21,484 · Fundraising $4,650$106,953

IX-12 Advertising and promotionManagement $178,137 · Fundraising $30,806$208,943

IX-13 Office expensesPrograms $226,893 · Management $239,266$466,159

IX-14 Information technologyPrograms $270,708 · Management $39,555 · Fundraising $54,443$364,706

IX-16 OccupancyPrograms $2,521,396 · Management $224,124 · Fundraising $56,031$2,801,551

IX-17 TravelPrograms $7,833 · Management $696 · Fundraising $174$8,703

IX-19 Conferences, conventions and meetingsPrograms $491,188 · Management $104,601 · Fundraising $44,261$640,050

IX-20 InterestPrograms $528,838 · Management $47,008 · Fundraising $11,752$587,598

IX-22 Depreciation, depletion and amortizationPrograms $1,243,986 · Management $110,576 · Fundraising $27,644$1,382,206

IX-24 Other expenses (24a–d)Programs $2,458,087 · Management $302,787 · Fundraising $31,004$2,791,878

IX-25 Total functional expensesPrograms $27,628,279 · Management $4,504,493 · Fundraising $1,082,066$33,214,838

Part X · Balance sheet $60,721,720 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $10,119,040$1,359,392

X-3 Pledges and grants receivableStart of year $509,408$467,106

X-4 Accounts receivableStart of year $11,116,872$12,522,173

X-9 Prepaid expenses and deferred chargesStart of year $71,416$50,294

X-10c Land, buildings and equipment, netStart of year $19,243,804$19,414,963

X-11 Publicly traded securitiesStart of year $17,078,586$26,907,792

X-16 Total assetsStart of year $58,139,126$60,721,720

X-17 Accounts payable and accrued expensesStart of year $2,447,953$2,455,027

X-19 Deferred revenueStart of year $26,736,840$28,312,011

X-20 Tax-exempt bond liabilitiesStart of year $20,560,049$19,996,880

X-25 Other liabilitiesStart of year $62,089$40,395

X-26 Total liabilitiesStart of year $49,806,931$50,804,313

X-27 Net assets without donor restrictionsStart of year $6,268,933$8,229,798

X-28 Net assets with donor restrictionsStart of year $2,063,262$1,687,609

X-32 Total net assets or fund balancesStart of year $8,332,195$9,917,407

X-33 Total liabilities and net assetsStart of year $58,139,126$60,721,720

Part XI · Reconciliation of net assets $9,917,407 net assets at year end

XI-1 Total revenue$34,549,672

XI-2 Total expenses$33,214,838

XI-3 Revenue less expenses$1,334,834

XI-4 Net assets at start of year$8,332,195

XI-5 Net unrealized gains (losses) on investments$250,378

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$9,917,407

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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