Nonprofit · EIN 94-1700304
BENTLEY SCHOOL
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $34,549,672 | $33,214,838 | $1,334,834 | $60,721,720 | $50,804,313 | $9,917,407 |
| June 30, 2024 | 990 | $33,830,066 | $32,374,171 | $1,455,895 | $58,139,126 | $49,806,931 | $8,332,195 |
| June 30, 2023 | 990 | $32,173,523 | $31,056,477 | $1,117,046 | $55,704,088 | $48,963,295 | $6,740,793 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,334,419
- Program service revenue
- $32,269,893
- Investment income
- $934,116
- Net gain from sales of assets
- $111,094
- Net income from fundraising events
- -$48,755
- Other revenue
- $11,244
Expenses
- Grants and similar amounts paid
- $4,738,275
- Compensation of officers, directors and key employees
- $1,454,885
- Other salaries and wages
- $13,819,908
- Salaries, compensation and benefits (total)
- $18,671,727
- Professional fundraising fees
- $0
- Legal fees
- $146,838
- Accounting fees
- $145,392
- Occupancy
- $2,801,551
- Travel
- $8,703
- Depreciation
- $1,382,206
- Program services (functional)
- $27,628,279
- Management and general (functional)
- $4,504,493
- Fundraising (functional)
- $1,082,066
Balance sheet and other
- Total assets, start of year
- $58,139,126
- Total assets, end of year
- $60,721,720
- Total liabilities, end of year
- $50,804,313
- Net assets, end of year
- $9,917,407
- Land, buildings and equipment
- $19,414,963
- Publicly traded securities
- $26,907,792
- Net assets without donor restrictions
- $8,229,798
- Net assets with donor restrictions
- $1,687,609
- Gross receipts
- $34,864,654
- Employees
- 188
- Volunteers
- 50
- Year formed
- 1969
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINA MONCHARMONT | HEAD OF SCHOOL Officer | 40 | $445,537 | $97,939 |
| JAMES NAGLE | CFO/COO Officer | 40 | $299,656 | $31,117 |
| DAVID LAZO | DIR OF ENROLLMENT MGMT Highest-paid employee | 40 | $239,700 | $25,382 |
| ARCHIBALD DOUGLAS | DIR OF COLLEGE COUNSELING Highest-paid employee | 40 | $231,560 | $25,392 |
| NICHOLAS PUKSTAS | UPPER SCHOOL DIRECTOR Key employee | 40 | $225,046 | $15,929 |
| ANDRES NUNEZ | DIR OF FACILIES (THRU 6/25) Highest-paid employee | 40 | $193,613 | $23,904 |
| MARIA SERVELLO | CHIEF OF STAFF Highest-paid employee | 40 | $187,289 | $23,746 |
| JACQUELINE ESCHER | DIRECTOR K-8 Key employee | 40 | $185,535 | $23,557 |
| MONTE MITCHELL | DIR OF ADVANCEMENT (THRU 2/25) Highest-paid employee | 40 | $184,960 | $20,515 |
| MIKE HUGHES | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| REAGAN BROOKS-JIMENEZ | VICE PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| MARC CHHINA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CELESSA BAKER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SARAH BROMMA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOANNA GROSSMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA HARLOW | TRUSTEE Trustee or director | 3 | $0 |
| CYNTHIA HAYS | TRUSTEE Trustee or director | 3 | $0 |
| DAVE HUMMEL | TRUSTEE Trustee or director | 3 | $0 |
| DAVID KAPLAN | TRUSTEE Trustee or director | 3 | $0 |
| RICH MAIERS | TRUSTEE Trustee or director | 3 | $0 |
| ANDREW MASON | TRUSTEE Trustee or director | 3 | $0 |
| JODI NOACK | TRUSTEE Trustee or director | 3 | $0 |
| EDWARD SMITH | TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTINA MONCHARMONT | HEAD OF SCHOOL Officer | 40 | $418,595 | $95,267 |
| JAMES NAGLE | CFO/COO Officer | 40 | $286,078 | $27,289 |
| DAVID LAZO | DIR OF ENROLLMENT MGMT Highest-paid employee | 40 | $233,450 | $24,952 |
| ARCHIBALD DOUGLAS | DIR OF COLLEGE COUNSELING Highest-paid employee | 40 | $199,681 | $23,212 |
| NICHOLAS PUKSTAS | UPPER SCHOOL DIRECTOR Key employee | 40 | $208,148 | $12,123 |
| ANDRES NUNEZ | DIR OF FACILIES Highest-paid employee | 40 | $190,049 | $22,912 |
| MARIA SERVELLO | CHIEF OF STAFF Highest-paid employee | 40 | $178,441 | $22,055 |
| JACQUELINE ESCHER | DIRECTOR K-8 Key employee | 40 | $175,313 | $21,875 |
| RYAN WEIBLE | ASST. HEAD OF SCHOOL (THRU 02/24) Highest-paid employee | 40 | $175,114 | $11,603 |
| MIKE HUGHES | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| DAVID KAPLAN | TREASURER/VC OF BOARD Trustee or director, Officer | 3 | $0 | $0 |
| MARC CHHINA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| DAVE HUMMEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| EDWARD SMITH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JODI NOACK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MILT CAPSIMALIS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MOHAMED FAHMI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| REBECCA HARLOW | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RICH MAIERS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CYNTHIA HAYS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MARY RANDOLPH | TRUSTEE (07/23-12/23) Trustee or director | 3 | $0 | $0 |
| REAGAN BROOKS-JIMENEZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ARLENE HOGAN | FORMER HOS (THRU 06/22) Former | 40 | $1,275,712 | $54,933 |
| CHRISTINA MONCHARMONT | HEAD OF SCHOOL (AS OF 07/22) Officer | 40 | $337,028 | $26,077 |
| DAVID LAZO | DIR OF ENROLLMENT MGMT Highest-paid employee | 40 | $242,440 | $21,357 |
| NICHOLAS PUKSTAS | UPPER SCHOOL DIRECTOR Key employee | 40 | $199,204 | $22,161 |
| ARCHIBALD DOUGLAS | DIR OF COLLEGE COUNSELING Highest-paid employee | 40 | $192,311 | $21,951 |
| ANDRES NUNEZ | DIR OF FACILIES Highest-paid employee | 40 | $188,275 | $21,591 |
| MARIA SERVELLO | CHIEF OF STAFF Highest-paid employee | 40 | $168,498 | $20,721 |
| JACQUELINE ESCHER | DIRECTOR K-8 Key employee | 40 | $166,330 | $20,253 |
| BETH CROWLEY | TEACHER/ASSOCIATE DIRECTOR Highest-paid employee | 40 | $162,963 | $19,914 |
| JAMES NAGLE | CFO/COO Officer | 40 | $100,349 | $3,693 |
| MIKE HUGHES | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| JOHN FOSTER | VICE CHAIR (THRU 12/22) Trustee or director, Officer | 3 | $0 | $0 |
| DAVID KAPLAN | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| MARC CHHINA | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| DAVE HUMMEL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| EDWARD SMITH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HELENE JEPSON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JODI NOACK | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MILT CAPSIMALIS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MOHAMED FAHMI | TRUSTEE Trustee or director | 3 | $0 | $0 |
| REBECCA HARLOW | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SHANKAR SASTRY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RICH MAIERS | TRUSTEE (AS OF 02/23) Trustee or director | 3 | $0 | $0 |
| CYNTHIA HAYS | TRUSTEE (AS OF 02/23) Trustee or director | 3 | $0 | $0 |
| NANCY KAMI | TRUSTEE (THRU 01/23) Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 UPPER HAPPY VLY RD, LAFAYETTE, CA 94549-2830
- Principal officer (990 for 2024)
- CHRISTINA MONCHARMONT, 1000 UPPER HAPPY VALLEY RD, LAFAYETTE, CA 94549
- Signed the 990
- JIM NAGLE, CFO/COO
- Phone
- (510) 843-2512
- Website
- WWW.BENTLEYSCHOOL.ORG
- Return prepared by
- ARMANINO ADVISORY LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1700304 or by the name BENTLEY SCHOOL.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
BENTLEY SCHOOL IS A COEDUCATIONAL DAY SCHOOL, GRADES K-12. THE MISSION OF THE SCHOOL IS TO INSPIRE INQUIRY, ACADEMIC EXCELLENCE, PERSONAL ACHIEVEMENT, AND CHARACTER BY ENGAGING STUDENTS' INTELLECT AND CREATIVITY, AND BY ENCOURAGING THEM TO EMBRACE VALUES THAT ENRICH THEIR COMMUNITY AND THE WORLD.
Program accomplishments
- 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.Expenses $27,628,279 · grants $4,738,275 · revenue $32,329,892
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1700304
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $60,721,720
- Income (IRS master file)
- $34,864,654
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $34,549,672 | $33,214,838 | $60,721,720 | IRS |
| 990 | June 2024 | $33,830,066 | $32,374,171 | $58,139,126 | IRS |
| 990 | June 2023 | $32,173,523 | $31,056,477 | $55,704,088 | IRS |
| 990 | June 2022 | $30,503,035 | $28,675,104 | $54,914,709 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1700304).
Questions about BENTLEY SCHOOL
- What is the EIN of BENTLEY SCHOOL?
- The employer identification number (EIN) of BENTLEY SCHOOL is 94-1700304.
- Is BENTLEY SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to BENTLEY SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BENTLEY SCHOOL file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENTLEY SCHOOL due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENTLEY SCHOOL last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BENTLEY SCHOOL?
- The 990 for the year ended June 30, 2025 names CHRISTINA MONCHARMONT.
- Who are the officers and directors of BENTLEY SCHOOL?
- The 990 for the year ended June 30, 2025 lists 23 people; 9 received compensation from the organization, the highest $445,537 (CHRISTINA MONCHARMONT, HEAD OF SCHOOL).
- How much revenue does BENTLEY SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $34,549,672, expenses of $33,214,838 and total assets of $60,721,720 at year end.
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