Bentley School: FY2023 Nonprofit Profile & 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

81 cents of each dollar spent went to programs.

81%

15%

Program services 81% · $25.2M Management & general 15% · $4.8M Fundraising 4% · $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

25 people listed on the 990; $3.0M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Arlene Hogan

Former Hos (thru 06/22)

$1,275,712Pt VII · Sec A

Christina Moncharmont

Head of School (as of 07/22)

$337,028Pt VII · Sec A

David Lazo

Dir of Enrollment Mgmt

$242,440Pt VII · Sec A

Nicholas Pukstas

Upper School Director

$199,204Pt VII · Sec A

Archibald Douglas

Dir of College Counseling

$192,311Pt VII · Sec A

Andres Nunez

Dir of Facilies

$188,275Pt VII · Sec A

Maria Servello

Chief of Staff

$168,498Pt VII · Sec A

Jacqueline Escher

Director K-8

$166,330Pt 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 · $25.2M · in their own filed words · FY2022

01

Bentley school serves students on two campuses. The oakland, california, campus serves approximately 365 k-8 students and the lafayette, california, campus serves approximately 345 high school students. The school is accredited by the california association of independent schools.

$25.2Mprogram 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 FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$32.2M

Ln 12

Fees for servicesLn 2g$29.1M

Gifts and grantsLn 1h$2.7M

Investment incomeLn 3$344K

Money outPt IX

$31.1M

Ln 25

Programscol B$25.2M

Managementcol C$4.8M

Fundraisingcol D$1.1M

Owns and owesPt X

$6.7M

net assets · Ln 32

Cash and savingsLn 1–2$2.3M

Total assetsLn 16$55.7M

LiabilitiesLn 26$49.0M

PeoplePt VI, VII

25

listed · VII A

PaidVII A10

Voting boardVI 1a13

IndependentVI 1b13

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$2.7M

Government grantsLn 1e$1.7M

Noncash giftsLn 1g$11K

Fundraising eventsLn 1c$190K

Fees for servicesLn 2g$29.1M

Investment incomeLn 3$344K

Other incomeLn 4–11$56K

Total revenueLn 12$32.2M

Assets in detailPt X, end of year

CashLn 1$2.3M

Cash and savings togetherLn 1–2$2.3M

InvestmentsLn 11–13$21.8M

Land, buildings, equipmentLn 10c$19.4M

Total assetsLn 16$55.7M

LiabilitiesLn 26$49.0M

Net assetsLn 32$6.7M

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 FY23	End FY23
Cash and savingsLn 1–2	$8.9M	$2.3M
InvestmentsLn 11–13	$16.6M	$21.8M
Land, buildings, equipmentLn 10c	$19.5M	$19.4M
Total assetsLn 16	$54.9M	$55.7M
LiabilitiesLn 26	$49.4M	$49.0M
Net assetsLn 32	$5.5M	$6.7M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$4.4M	$4.4M
Pay of current officers, directors and key staffLn 5	$1.6M	$540K	$827K	$218K
Other salaries and wagesLn 7	$11.8M	$9.9M	$1.5M	$448K
Pension plan contributionsLn 8	$636K	$539K	$71K	$26K
Other employee benefitsLn 9	$1.3M	$1.1M	$186K	$64K
Payroll taxesLn 10	$997K	$797K	$150K	$50K
Management feesLn 11a	$206K		$206K
Legal feesLn 11b	$505K	$156K	$348K
Accounting feesLn 11c	$90K		$90K
Investment management feesLn 11f	$15K		$15K
Other fees for servicesLn 11g	$207K	$63K	$134K	$11K
Advertising and promotionLn 12	$200K		$103K	$98K
Office expensesLn 13	$520K	$219K	$281K	$19K
Information technologyLn 14	$411K	$237K	$142K	$32K
OccupancyLn 16	$3.1M	$2.8M	$250K	$62K
TravelLn 17	$28K	$25K	$2K	$555
Conferences, conventions and meetingsLn 19	$629K	$432K	$150K	$46K
InterestLn 20	$619K	$558K	$50K	$12K
Depreciation, depletion and amortizationLn 22	$1.3M	$1.2M	$108K	$27K
Other expenses (24a–d)Ln 24	$2.4M	$2.2M	$203K	$2K
Total functional expensesLn 25	$31.1M	$25.2M	$4.8M	$1.1M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$34.5M	$33.2M	$1.3M	$9.9M	990 PDF
FY2024	$33.8M	$32.4M	$1.5M	$8.3M	990 PDF
FY2023 Viewing	$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 J · Pay O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $32,173,523 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $757,811$2,650,074

I-9 Program service revenuePrior year $29,639,379$29,123,441

I-10 Investment incomePrior year $58,351$343,664

I-11 Other revenuePrior year $47,494$56,344

I-12 Total revenuePrior year $30,503,035$32,173,523

I-13 Grants and similar amounts paidPrior year $4,447,594$4,379,925

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

I-15 Salaries and benefitsPrior year $15,343,834$16,389,648

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

I-17 Other expensesPrior year $8,883,676$10,286,904

I-18 Total expensesPrior year $28,675,104$31,056,477

I-19 Revenue less expensesPrior year $1,827,931$1,117,046

Part VI · Governance 13 of 13 board members independent, no flags

VI-1a Voting members of the governing body13

VI-1b Independent voting members13

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 $32,173,523 across 10 lines filed

VIII-1c Fundraising events$190,384

VIII-1e Government grants$1,690,435

VIII-1f All other contributions, gifts and grants$769,255

VIII-1g Noncash contributions (included above)$10,963

VIII-1h Total contributions, gifts and grants$2,650,074

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,123,441$29,123,441

VIII-3 Investment incomeExcluded from tax $343,664$343,664

VIII-8 Net income from fundraising eventsExcluded from tax −$64,868−$64,868

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $121,212$121,212

VIII-12 Total revenueRelated to mission $29,244,653 · Unrelated business $0 · Excluded from tax $278,796$32,173,523

Part IX · Statement of functional expenses $31,056,477 across 20 lines filed

IX-2 Grants to domestic individualsPrograms $4,379,925$4,379,925

IX-5 Pay of current officers, directors and key staffPrograms $539,516 · Management $827,073 · Fundraising $218,342$1,584,931

IX-7 Other salaries and wagesPrograms $9,916,603 · Management $1,458,336 · Fundraising $447,641$11,822,580

IX-8 Pension plan contributionsPrograms $538,892 · Management $71,219 · Fundraising $26,369$636,480

IX-9 Other employee benefitsPrograms $1,099,281 · Management $186,003 · Fundraising $63,593$1,348,877

IX-10 Payroll taxesPrograms $797,424 · Management $149,517 · Fundraising $49,839$996,780

IX-11a Management feesManagement $206,156$206,156

IX-11b Legal feesPrograms $156,486 · Management $348,307$504,793

IX-11c Accounting feesManagement $90,454$90,454

IX-11f Investment management feesManagement $15,260$15,260

IX-11g Other fees for servicesPrograms $62,843 · Management $133,541 · Fundraising $10,900$207,284

IX-12 Advertising and promotionManagement $102,624 · Fundraising $97,686$200,310

IX-13 Office expensesPrograms $219,473 · Management $280,868 · Fundraising $19,259$519,600

IX-14 Information technologyPrograms $237,019 · Management $141,739 · Fundraising $31,880$410,638

IX-16 OccupancyPrograms $2,836,832 · Management $249,909 · Fundraising $62,477$3,149,218

IX-17 TravelPrograms $24,973 · Management $2,220 · Fundraising $555$27,748

IX-19 Conferences, conventions and meetingsPrograms $432,451 · Management $149,941 · Fundraising $46,217$628,609

IX-20 InterestPrograms $557,535 · Management $49,559 · Fundraising $12,390$619,484

IX-22 Depreciation, depletion and amortizationPrograms $1,214,140 · Management $107,924 · Fundraising $26,981$1,349,045

IX-24 Other expenses (24a–d)Programs $2,153,399 · Management $202,840 · Fundraising $2,066$2,358,305

IX-25 Total functional expensesPrograms $25,166,792 · Management $4,773,490 · Fundraising $1,116,195$31,056,477

Part X · Balance sheet $55,704,088 assets, 16 lines filed

X-1 Cash, non-interest-bearingStart of year $8,947,535$2,274,301

X-3 Pledges and grants receivableStart of year $75,772$1,745,413

X-4 Accounts receivableStart of year $9,613,228$10,417,292

X-9 Prepaid expenses and deferred chargesStart of year $111,050$51,554

X-10c Land, buildings and equipment, netStart of year $19,544,665$19,422,914

X-11 Publicly traded securitiesStart of year $16,622,459$21,792,614

X-16 Total assetsStart of year $54,914,709$55,704,088

X-17 Accounts payable and accrued expensesStart of year $3,957,880$2,150,899

X-19 Deferred revenueStart of year $23,744,998$25,627,386

X-20 Tax-exempt bond liabilitiesStart of year $21,651,207$21,105,415

X-25 Other liabilitiesStart of year $92,913$79,595

X-26 Total liabilitiesStart of year $49,446,998$48,963,295

X-27 Net assets without donor restrictionsStart of year $4,336,376$5,582,252

X-28 Net assets with donor restrictionsStart of year $1,131,335$1,158,541

X-32 Total net assets or fund balancesStart of year $5,467,711$6,740,793

X-33 Total liabilities and net assetsStart of year $54,914,709$55,704,088

Part XI · Reconciliation of net assets $6,740,793 net assets at year end

XI-1 Total revenue$32,173,523

XI-2 Total expenses$31,056,477

XI-3 Revenue less expenses$1,117,046

XI-4 Net assets at start of year$5,467,711

XI-5 Net unrealized gains (losses) on investments$156,036

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$6,740,793

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Bentley School FY2023 filing

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