BENTLEY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BENTLEY SCHOOL (EIN 94-1700304)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-29
- IRS object ID
- 202501199349302690
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T17:55:11-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941700304 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENTLEY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENT | BusinessNameControlTxt |
| Phone | 5108432512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UPPER HAPPY VALLEY RD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIM NAGLE | PersonNm |
| Person Title | CFO/COO | PersonTitleTxt |
| Phone | 5108432512 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTINA MONCHARMONT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UPPER HAPPY VALLEY RD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,864,066 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BENTLEYSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | BENTLEY SCHOOL IS A COEDUCATIONAL DAY SCHOOL, GRADES K-12. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 175 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,650,074 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,871,833 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,123,441 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,768,928 | CYProgramServiceRevenueAmt |
| PY Investment Income | $343,664 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,145,718 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,344 | PYOtherRevenueAmt |
| CY Other Revenue | $43,587 | CYOtherRevenueAmt |
| PY Total Revenue | $32,173,523 | PYTotalRevenueAmt |
| CY Total Revenue | $33,830,066 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,379,925 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,574,844 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,389,648 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $17,614,970 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $973,213 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,286,904 | PYOtherExpensesAmt |
| CY Other Expenses | $10,184,357 | CYOtherExpensesAmt |
| PY Total Expenses | $31,056,477 | PYTotalExpensesAmt |
| CY Total Expenses | $32,374,171 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,117,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,455,895 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $55,704,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,139,126 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,963,295 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,806,931 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,740,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,332,195 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,220,618 | ExpenseAmt |
| Grant | $4,574,844 | GrantAmt |
| Revenue | $30,833,308 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $26,220,618 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 81 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 175 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THAM TRUONG CONTROLLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259004086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 UPPER HAPPY VALLEY RD | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94549 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MIKE HUGHES | ||||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVID KAPLAN | ||||||||
| TREASURER/VC OF BOARD | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARC CHHINA | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DAVE HUMMEL | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD SMITH | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JODI NOACK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MILT CAPSIMALIS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MOHAMED FAHMI | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| REBECCA HARLOW | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH MAIERS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA HAYS | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY RANDOLPH | ||||||||
| TRUSTEE (07/23-12/23) | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| REAGAN BROOKS-JIMENEZ | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA MONCHARMONT | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $418,595 | $0 | $95,267 | |||
| JAMES NAGLE | ||||||||
| CFO/COO | 40.00 | Yes (X) | $286,078 | $0 | $27,289 | |||
| NICHOLAS PUKSTAS | ||||||||
| UPPER SCHOOL DIRECTOR | 40.00 | $208,148 | $0 | $12,123 | Yes (X) | |||
| JACQUELINE ESCHER | ||||||||
| DIRECTOR K-8 | 40.00 | $175,313 | $0 | $21,875 | Yes (X) | |||
| DAVID LAZO | ||||||||
| DIR OF ENROLLMENT MGMT | 40.00 | $233,450 | $0 | $24,952 | Yes (X) | |||
| ARCHIBALD DOUGLAS | ||||||||
| DIR OF COLLEGE COUNSELING | 40.00 | $199,681 | $0 | $23,212 | Yes (X) | |||
| ANDRES NUNEZ | ||||||||
| DIR OF FACILIES | 40.00 | $190,049 | $0 | $22,912 | Yes (X) | |||
| MARIA SERVELLO | ||||||||
| CHIEF OF STAFF | 40.00 | $178,441 | $0 | $22,055 | Yes (X) | |||
| RYAN WEIBLE | ||||||||
| ASST. HEAD OF SCHOOL (THRU 02/24) | 40.00 | $175,114 | $0 | $11,603 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,064,869 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 45 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BAUER'S INTELLIGENT TRANSPORTATION INC | |||||
| PIER 50 SHIED A | SAN FRANCISCO | CA | 941582193 | SHUTTLE TRANSPORTATION | $612,553 |
| A&F SECURITY SERVICE | |||||
| 2038 CLEMENT STREET APT 2 | SAN FRANCISCO | CA | 94121 | SECURITY | $562,243 |
| DARIOUSH INC | |||||
| 900 DOOLITTLE DRIVE 7A | SAN LEANDRO | CA | 94577 | CATERING | $519,608 |
| CDF LABOR LAW LLP | |||||
| 18300 VON KARMAN AVE STE 800 | IRVINE | CA | 92612 | LEGAL | $465,904 |
| SCHWARTZ HANNUM PC | |||||
| 11 CHESTNUT STREET | ANDOVER | MA | 01810 | LEGAL | $172,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $181,642 | FundraisingAmt |
| All Other Contributions | $1,690,191 | AllOtherContributionsAmt |
| Noncash Contributions | $10,541 | NoncashContributionsAmt |
| Total Contributions | $1,871,833 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $30,464,295 | $30,464,295 |
| AUXILIARY SERVICES | 611600 | $304,633 | $304,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,768,928 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,046,945 | TotalRevenueColumnAmt |
| Exclusion | $1,046,945 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,987,820 | SecuritiesAmt |
| Other | $25,131 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,913,690 | SecuritiesAmt |
| Other | $488 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,130 | SecuritiesAmt |
| Other | $24,643 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,773 | TotalRevenueColumnAmt |
| Exclusion | $98,773 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $99,029 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $181,642 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $119,822 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$20,793 | TotalRevenueColumnAmt |
| Exclusion | -$20,793 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORFEITED DEPOSITS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $64,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,380 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,380 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,830,066 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,833,308 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,124,925 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,574,844 | TotalAmt |
| Program Services | $4,574,844 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,334 | TotalAmt |
| Program Services | $395,779 | ProgramServicesAmt |
| Management And General | $681,705 | ManagementAndGeneralAmt |
| Fundraising | $161,850 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,115,061 | TotalAmt |
| Program Services | $11,066,776 | ProgramServicesAmt |
| Management And General | $1,658,618 | ManagementAndGeneralAmt |
| Fundraising | $389,667 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $711,066 | TotalAmt |
| Program Services | $597,776 | ProgramServicesAmt |
| Management And General | $82,273 | ManagementAndGeneralAmt |
| Fundraising | $31,017 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,483,202 | TotalAmt |
| Program Services | $1,207,325 | ProgramServicesAmt |
| Management And General | $205,458 | ManagementAndGeneralAmt |
| Fundraising | $70,419 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,066,307 | TotalAmt |
| Program Services | $853,046 | ProgramServicesAmt |
| Management And General | $159,946 | ManagementAndGeneralAmt |
| Fundraising | $53,315 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,422 | TotalAmt |
| Program Services | $51,582 | ProgramServicesAmt |
| Management And General | $251,840 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,997 | TotalAmt |
| Program Services | $249,089 | ProgramServicesAmt |
| Management And General | $833,908 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,201 | TotalAmt |
| Management And General | $49,201 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,296 | TotalAmt |
| Management And General | $25,296 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,198 | TotalAmt |
| Program Services | $27,422 | ProgramServicesAmt |
| Management And General | $34,901 | ManagementAndGeneralAmt |
| Fundraising | $39,875 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,479 | TotalAmt |
| Management And General | $130,591 | ManagementAndGeneralAmt |
| Fundraising | $25,888 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,351 | TotalAmt |
| Program Services | $198,570 | ProgramServicesAmt |
| Management And General | $276,045 | ManagementAndGeneralAmt |
| Fundraising | $8,736 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,797 | TotalAmt |
| Program Services | $216,506 | ProgramServicesAmt |
| Management And General | $75,782 | ManagementAndGeneralAmt |
| Fundraising | $51,509 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,516,770 | TotalAmt |
| Program Services | $2,265,093 | ProgramServicesAmt |
| Management And General | $201,342 | ManagementAndGeneralAmt |
| Fundraising | $50,335 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,603 | TotalAmt |
| Program Services | $10,443 | ProgramServicesAmt |
| Management And General | $928 | ManagementAndGeneralAmt |
| Fundraising | $232 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,126 | TotalAmt |
| Program Services | $414,706 | ProgramServicesAmt |
| Management And General | $91,539 | ManagementAndGeneralAmt |
| Fundraising | $44,881 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,400 | TotalAmt |
| Program Services | $544,860 | ProgramServicesAmt |
| Management And General | $48,432 | ManagementAndGeneralAmt |
| Fundraising | $12,108 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,305,555 | TotalAmt |
| Program Services | $1,175,000 | ProgramServicesAmt |
| Management And General | $104,444 | ManagementAndGeneralAmt |
| Fundraising | $26,111 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CURRICULUM & STUDENT SU | $1,603,787 | $1,602,934 | $853 | |
| AUXILLARY SERVICES | $768,867 | $768,867 | ||
| MISCELLANEOUS EXPENSE | $274,508 | $267,238 | $7,270 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,374,171 | TotalAmt |
| Program Services | $26,220,618 | ProgramServicesAmt |
| Management And General | $5,180,340 | ManagementAndGeneralAmt |
| Fundraising | $973,213 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,274,301 | BOYAmt |
| EOY | $10,119,040 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,745,413 | BOYAmt |
| EOY | $509,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,417,292 | BOYAmt |
| EOY | $11,116,872 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,554 | BOYAmt |
| EOY | $71,416 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $48,875,459 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,631,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,422,914 | BOYAmt |
| EOY | $19,243,804 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,792,614 | BOYAmt |
| EOY | $17,078,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,704,088 | BOYAmt |
| EOY | $58,139,126 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,150,899 | BOYAmt |
| EOY | $2,447,953 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,627,386 | BOYAmt |
| EOY | $26,736,840 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,105,415 | BOYAmt |
| EOY | $20,560,049 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,595 | BOYAmt |
| EOY | $62,089 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,963,295 | BOYAmt |
| EOY | $49,806,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,582,252 | BOYAmt |
| EOY | $6,268,933 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,158,541 | BOYAmt |
| EOY | $2,063,262 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,740,793 | BOYAmt |
| EOY | $8,332,195 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,704,088 | BOYAmt |
| EOY | $58,139,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,455,895 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $135,507 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,080,849 | BeginningYearBalanceAmt |
| Contributions | $12,048 | ContributionsAmt |
| Investment Earnings Or Losses | $26,038 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,118,935 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,042,768 | BeginningYearBalanceAmt |
| Contributions | $11,365 | ContributionsAmt |
| Investment Earnings Or Losses | $26,716 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,080,849 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $984,348 | BeginningYearBalanceAmt |
| Contributions | $20,507 | ContributionsAmt |
| Investment Earnings Or Losses | $37,913 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,042,768 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,630 | BeginningYearBalanceAmt |
| Contributions | $11,288 | ContributionsAmt |
| Investment Earnings Or Losses | $14,430 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $984,348 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $888,065 | BeginningYearBalanceAmt |
| Contributions | $47,780 | ContributionsAmt |
| Investment Earnings Or Losses | $22,785 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $958,630 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,458,137 | OtherCostOrOtherBasisAmt |
| Book Value | $5,458,137 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,098,819 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,278,333 | DepreciationAmt |
| Book Value | $10,820,486 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,318,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,353,322 | DepreciationAmt |
| Book Value | $2,965,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,243,804 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $62,089 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $62,089 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,390,729 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $135,507 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$4,574,844 | OtherRevenueAmt |
| Revenue Not Reported | -$4,439,337 | RevenueNotReportedAmt |
| Revenue Subtotal | $33,830,066 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $33,830,066 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,799,327 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,799,327 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $4,574,844 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $4,574,844 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,374,171 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF APPROXIMATELY 7 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED SCHOOL EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS -4,574,844. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID AWARDS 4,574,844. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLISHES ITS NON-DISCRIMINATION POLICY ON THE ORGANIZATION'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $269,993 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $181,642 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $88,351 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,368 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $68,002 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $9,088 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $30,614 | OtherDirectExpensesEvent1Amt |
| Event2 | SPRING CARNIVAL | Event2Nm |
| Gross Receipts Event2 | $10,678 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $10,678 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,183 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $5,567 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $280,671 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $181,642 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $99,029 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,368 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $72,185 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $9,088 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,181 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $119,822 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$20,793 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 159 | RecipientCnt |
| Non Cash Assistance | $4,574,844 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP AWARDS ARE ALL NEED BASED, WITH ELIGIBILITY AND THE LEVEL OF NEED DETERMINED THROUGH EACH FAMILY'S APPLICATION FILED WITH CLARITY, AN INDEPENDENT THIRD PARTY USED BY NAIS SCHOOLS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTINA MONCHARMONT | ||||||||||||||
| HEAD OF SCHOOL | $418,595 | $0 | $0 | $0 | $0 | $0 | $18,300 | $0 | $76,967 | $0 | $513,862 | $0 | $0 | $0 |
| JAMES NAGLE | ||||||||||||||
| CFO/COO | $286,078 | $0 | $0 | $0 | $0 | $0 | $15,686 | $0 | $11,603 | $0 | $313,367 | $0 | $0 | $0 |
| DAVID LAZO | ||||||||||||||
| DIR OF ENROLLMENT MGMT | $233,450 | $0 | $0 | $0 | $0 | $0 | $14,248 | $0 | $10,704 | $0 | $258,402 | $0 | $0 | $0 |
| ARCHIBALD DOUGLAS | ||||||||||||||
| DIR OF COLLEGE COUNSELING | $199,681 | $0 | $0 | $0 | $0 | $0 | $11,609 | $0 | $11,603 | $0 | $222,893 | $0 | $0 | $0 |
| NICHOLAS PUKSTAS | ||||||||||||||
| UPPER SCHOOL DIRECTOR | $208,148 | $0 | $0 | $0 | $0 | $0 | $12,123 | $0 | $0 | $0 | $220,271 | $0 | $0 | $0 |
| ANDRES NUNEZ | ||||||||||||||
| DIR OF FACILIES | $190,049 | $0 | $0 | $0 | $0 | $0 | $11,309 | $0 | $11,603 | $0 | $212,961 | $0 | $0 | $0 |
| MARIA SERVELLO | ||||||||||||||
| CHIEF OF STAFF | $178,441 | $0 | $0 | $0 | $0 | $0 | $10,452 | $0 | $11,603 | $0 | $200,496 | $0 | $0 | $0 |
| JACQUELINE ESCHER | ||||||||||||||
| DIRECTOR K-8 | $175,313 | $0 | $0 | $0 | $0 | $0 | $10,272 | $0 | $11,603 | $0 | $197,188 | $0 | $0 | $0 |
| RYAN WEIBLE | ||||||||||||||
| ASST. HEAD OF SCHOOL (THRU 02/24) | $175,114 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,603 | $0 | $186,717 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | DUE TO SCHOOL DEMANDS BEYOND THE SCOPE OF NORMAL OPERATING HOURS, THE HEAD OF SCHOOL IS PROVIDED ON-CAMPUS HOUSING. THE FAIR MARKET VALUE OF THE HOUSING PROVIDED TO THE HEAD OF SCHOOL IS $65,364 FOR THE 2023 CALENDAR YEAR. THE HOUSING IS TAKEN AS AN EXCLUSION UNDER CODE SECTION 119(B) AND IS INCLUDED IN NONTAXABLE BENEFITS SHOWN ON SCHEDULE J, PART II, COLUMN (D). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 352272601 | BondIssuerEIN |
| Bond Issued | 2020-04-15 | BondIssuedDt |
| Issue Price | $23,000,000 | IssuePriceAmt |
| Purpose | REFINANCE AND RETIRE 2010 BOND ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,038,654 | RetiredAmt |
| Total Proceeds | $23,000,000 | TotalProceedsAmt |
| Other Spent Proceeds | $23,000,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHERINE HUGHES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MIKE HUGHES-TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $78,805 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 INFORMATION IS ASSEMBLED BY BENTLEY SCHOOL'S BUSINESS OFFICE. FILING DOCUMENT IS FIRST PREPARED BY THE CFO, THEN REVIEWED BY AUDITORS AND THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL BEFORE THE RETURN IS OFFICIALLY FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS MONITORED THROUGH AN ANNUAL DISCLOSURE STATEMENT COMPLETED BY THE TRUSTEES, OFFICERS, AND KEY EMPLOYEES, AND ALL ARE REQUIRED TO SIGN THE CONFLICT POLICY ANNUALLY. THE MONITORING OF THE POLICY FOR TRUSTEES IS HANDLED BY THE CHAIR OF THE COMMITTEE ON TRUSTEES, AND FOR OFFICERS AND KEY EMPLOYEES BY THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER COMPENSATION IS DETERMINED TWO WAYS; THROUGH DATA PROVIDED BY RECRUITING/PLACEMENT FIRMS WHEN A CANDIDATE IS HIRED THROUGH SUCH A FIRM, AND THROUGH BENCHMARKING THE POSITION USING INDUSTRY COMP'S AVAILABLE THROUGH ORGANIZATIONS SUCH AS CAIS, NAIS, AND ISBOA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
Comments