2023-04-28T19:28:15-05:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 941700304 BENTLEY SCHOOL BENT 5108432512 1000 UPPER HAPPY VALLEY RD LAFAYETTE CA 94549 ARLENE HOGAN CFO/COO 5108432512 2023-04-28 1 ARLENE HOGAN 999009999 MATTHEW PETROSKI P00853132 9257902600 2023-04-28 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JIM NAGLE 1000 UPPER HAPPY VALLEY RD LAFAYETTE CA 94549 30508166 0 X WWW.BENTLEYSCHOOL.ORG X 1969 CA BENTLEY SCHOOL IS A COEDUCATIONAL DAY SCHOOL, GRADES K-12. 15 15 168 15 0 0 4038568 757811 28614658 29639379 161383 58351 70380 47494 32884989 30503035 4595872 4447594 0 0 14453388 15343834 0 0 871487 7630714 8883676 26679974 28675104 6205015 1827931 53237769 54914709 49352585 49446998 3885184 5467711 X 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. 0 0 23191916 4447594 29684932 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. 23191916 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 48 0 1 168 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X THAM TRUONG CONTROLLER 9259004086 1000 UPPER HAPPY VALLEY RD LAFAYETTE CA 94549 MIKE HUGHES PRESIDENT 3.00 X X 0 0 0 JOHN FOSTER VICE CHAIR 3.00 X X 0 0 0 LUCINDA IGARASHI SECRETARY 3.00 X X 0 0 0 DAVID KAPLAN TREASURER 3.00 X X 0 0 0 DAVE HUMMEL TRUSTEE 3.00 X 0 0 0 EDWARD SMITH TRUSTEE 3.00 X 0 0 0 HELENE JEPSON TRUSTEE 3.00 X 0 0 0 JODI NOACK TRUSTEE 3.00 X 0 0 0 MARC CHHINA TRUSTEE 3.00 X 0 0 0 MILT CAPSIMALIS TRUSTEE 3.00 X 0 0 0 MOHAMED FAHMI TRUSTEE 3.00 X 0 0 0 NANCY KAMI TRUSTEE 3.00 X 0 0 0 PHRED STARKWEATHER TRUSTEE 3.00 X 0 0 0 REBECCA HARLOW TRUSTEE 3.00 X 0 0 0 SHANKAR SASTRY TRUSTEE 3.00 X 0 0 0 ARLENE HOGAN HEAD OF SCHOOL 40.00 X 551814 0 141944 CHRISTINA MONCHARMONT ASSOCIATE HEAD OF SCHOOL 40.00 X 209377 0 22531 NICHOLAS PUKSTAS UPPER SCHOOL DIRECTOR 40.00 X 193612 0 20265 ARCHIBALD DOUGLAS DIR OF COLLEGE COUNSELING 40.00 X 189608 0 20172 ANDRES NUNEZ DIR OF FACILIES 40.00 X 175006 0 19530 JOHN WALKER TEACHER 40.00 X 176762 0 22170 BETH CROWLEY TEACHER/ASSOCIATE DIRECTOR 40.00 X 159534 0 18570 MARIA SERVELLO COO 40.00 X 163495 0 18357 1819208 0 283539 36 0 1 0 A&F SECURITY SERVICE 2038 CLEMENT STREET APT 2 SAN FRANCISCO CA 94121 SECURITY SERVICE 561856 KNOWING TECHNOLOGIES 609 PRICE AVENUE STE101 REDWOOD CITY CA 94063 INSTRUCTIONAL 333644 MMM GENERAL CONTRACTOR INC 18297 LAKE CHABOT RD CASTRO VALLEY CA 94546 CONSTRUCTION 333444 MAJESTIC BUILDERS 1593 INDUSTRIAL PKWY WEST 5 HAYWARD CA 94544 CONSTRUCTION 333172 LIEBERT CASSIDY WHITMORE 6033 W CENTURY BLVD 5TH FLOOR LOS ANGELES CA 90045 LEGAL 250680 7 30970 726841 350 757811 TUITION AND FEES 611600 29639379 29639379 29639379 58351 58351 7072 5131 1941 1941 FORFEITED DEPOSITS 900099 45553 45553 45553 30503035 29684932 0 60292 4447594 4447594 1523626 390783 885490 247353 11165745 9260680 1729018 176047 586844 484621 74706 27517 1150183 898877 187267 64039 917436 733949 137615 45872 254863 254863 403733 242240 161493 144200 144200 191840 101468 11487 78885 39148 5682 1065 32401 451267 193809 250717 6741 246753 112432 105174 29147 2997548 2700860 237265 59423 20655 18590 1652 413 530340 373992 113055 43293 670270 603243 53622 13405 1257150 1131435 100572 25143 CURRICULUM & STUDENT SU 1049407 1049407 AUXILLARY SERVICES 345025 345025 MISCELLANEOUS EXPENSE 281477 97229 162440 21808 28675104 23191916 4611701 871487 12210876 8947535 65009 75772 10360143 9613228 146308 111050 46588764 27044099 19667092 19544665 10788341 16622459 53237769 54914709 2140442 3957880 24997978 23744998 22195719 21651207 18446 92913 49352585 49446998 X 2802269 4336376 1082915 1131335 3885184 5467711 53237769 54914709 1827931 -245404 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 984348 20507 37913 1042768 958630 11288 14430 984348 888065 47780 22785 958630 818975 26863 42227 888065 766373 28982 23620 818975 0.84730 0.15270 0 0 5458137 5458137 35966670 23983603 11983067 5163957 3060496 2103461 19544665 CAPITAL LEASE OBLIGATIONS 92913 92913 X 25810037 -245404 -4447594 -4692998 30503035 0 30503035 24227510 0 24227510 4447594 4447594 28675104 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, 2022, 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 -4,447,594. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID AWARDS 4,447,594. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLISHES ITS NON-DISCRIMINATION POLICY ON THE ORGANIZATION'S WEBSITE. 1 SCHOLARSHIPS 183 4447594 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: SCHOLARSHIP AWARDS ARE ALL NEED BASED, WITH ELIGIBILITY AND THE LEVEL OF NEED DETERMINED THROUGH EACH FAMILY'S APPLICATION FILED WITH SSS, AN INDEPENDENT THIRD PARTY USED BY NAIS SCHOOLS. X 1 1 X X 0 1 0 0 0 0 0 0 0 ARLENE HOGAN HEAD OF SCHOOL 551814 0 0 0 0 0 67250 0 74694 0 693758 0 0 0 CHRISTINA MONCHARMONT ASSOCIATE HEAD OF SCHOOL 209377 0 0 0 0 0 13201 0 9330 0 231908 0 0 0 NICHOLAS PUKSTAS UPPER SCHOOL DIRECTOR 193612 0 0 0 0 0 10935 0 9330 0 213877 0 0 0 ARCHIBALD DOUGLAS DIR OF COLLEGE COUNSELING 189608 0 0 0 0 0 10842 0 9330 0 209780 0 0 0 JOHN WALKER TEACHER 176762 0 0 0 0 0 12840 0 9330 0 198932 0 0 0 ANDRES NUNEZ DIR OF FACILIES 175006 0 0 0 0 0 10200 0 9330 0 194536 0 0 0 MARIA SERVELLO COO 163495 0 0 0 0 0 9027 0 9330 0 181852 0 0 0 BETH CROWLEY TEACHER/ASSOCIATE DIRECTOR 159534 0 0 0 0 0 9240 0 9330 0 178104 0 0 0 PART I, LINE 1A DUE TO SCHOOL DEMANDS BEYOND THE SCOPE OF NORMAL OPERATING HOURS, THE HEAD IS PROVIDED ON-CAMPUS HOUSING. THE FAIR MARKET VALUE OF THE HOUSING PROVIDED TO THE HEAD OF SCHOOL IS $65,365 FOR THIS REPORTING PERIOD. 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). PART I, LINE 4B THE HEAD OF SCHOOL, ARLENE HOGAN ACCRUED $50,000 OF A 457(F) PLAN CONTRIBUTION FOR 2021. A CALIFORNIA ENTERPRISE DEVELOPMENT AUTHORITY 352272601 2020-04-15 23000000 REFINANCE AND RETIRE 2010 BOND ISSUE 0 0 0 A 930034 23000000 23000000 2007 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 0 KATHERINE HUGHES MIKE HUGHES-TRUSTEE 70562 EMPLOYMENT 0 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.