2017-03-29T16:40:18-05:00 2016-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2015-07-01 941700304 Bentley School BENT 5108432512 1000 Upper Happy Valley Rd Lafayette CA 94549 Alexander Kopelevich CFO/COO 5108432512 2017-03-29 1 Katy Brown P00650274 9257902600 2015 2021-01-29 14:40:06Z X Arlene Hogan 1000 Upper Happy Valley Rd Lafayette CA 94549 24175240 0 X WWW.BentleySchool.Net X 1969 CA BENTLEY SCHOOL IS A COEDUCATIONAL DAY SCHOOL, GRADES K-12. 18 18 205 100 0 0 1021998 1127058 21283689 22740828 65747 57304 183436 102011 22554870 24027201 2730374 2750707 0 0 12040922 13300742 0 0 743642 7166722 7541406 21938018 23592855 616852 434346 39695594 40148890 41099871 41120235 -1404277 -971345 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 19430471 2750707 22740828 BENTLEY SCHOOL SERVES STUDENTS ON TWO CAMPUSES. THE OAKLAND, CALIFORNIA, CAMPUS SERVES APPROXIMATELY 360 K-8 STUDENTS AND THE LAFAYETTE, CALIFORNIA, CAMPUS SERVES APPROXIMATELY 330 HIGH SCHOOL STUDENTS. THE SCHOOL IS ACCREDITED BY THE CALIFORNIA ASSOCIATION OF INDEPENDENT SCHOOLS. 19430471 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 82 0 1 205 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Ina Stahl Controller 9259004086 1000 Upper Happy Valley Rd Lafayette CA 94549 Dave Hummel Board Chair 3.00 X X 0 0 0 Nancy Kami Vice Chair 3.00 X X 0 0 0 David Kaplan Treasurer 3.00 X X 0 0 0 Scott Sillers Secretary 3.00 X X 0 0 0 Leslie Bodner Trustee 3.00 X 0 0 0 Michael Brown Trustee 3.00 X 0 0 0 Milt Capsimalis Trustee 3.00 X 0 0 0 John Conely Trustee 3.00 X 0 0 0 Rick Clarke Trustee 3.00 X 0 0 0 Mike Hughes Trustee 3.00 X 0 0 0 Lucinda Igarashi Trustee 3.00 X 0 0 0 Helene Jepson Trustee 3.00 X 0 0 0 Gary Jung Trustee 3.00 X 0 0 0 Edna Lewis Trustee 3.00 X 0 0 0 Jordan Moncharmont Trustee 3.00 X 0 0 0 Jodi Noack Trustee 3.00 X 0 0 0 Lisa Violet Trustee 3.00 X 0 0 0 Frank Witney Trustee 3.00 X 0 0 0 Arlene Hogan Head of School 40.00 X 348966 0 23263 Alexander Kopelevich CFO/COO 40.00 X 85910 0 18663 Brian Thomas Head of Upper School 40.00 X 192116 0 22526 Laura Konigsberg Associate Head of School K-8 40.00 X 162607 0 18912 Ina-Katrin Stahl Controller 40.00 X 133473 0 15163 Paul Hays Dir. of College Counseling 40.00 X 126513 0 15463 Wendi Berardi Dir. of Admissions and Financial Aid, K-8 40.00 X 110643 0 13303 Katherine Ilyin Librarian 40.00 X 102163 0 13794 Frederick Hoerner Teacher 40.00 X 102015 0 10603 1364406 0 151690 11 0 1 0 MMM general Contractor 508 Monogram rd San Leandro CA 94577 Construction 270148 Steyer Lowenthal Boodrookas 1 California St 3rd Fl San Francisco CA 94111 Legal Services 192622 Durham School Service 5029 Forni Dr Concord CA 94520 Bus Service 170436 Armanino LLP PO Box 398285 San Francisco CA 94139 Accounting 113252 4 115800 1011258 9333 1127058 Tuition and Fees 611600 22577856 22577856 Auxillary Services 611600 162972 162972 22740828 57396 57396 16003 1769 14234 14234 14234 92 -92 -92 -92 198266 115800 146178 52088 52088 other income 611600 35689 35689 35689 24027201 22740828 0 159315 2750707 2750707 1148405 431600 625852 90953 9552269 7831464 1334343 386462 564068 462453 78794 22821 1122053 919919 156738 45396 913947 749303 127668 36976 118400 118400 218228 218228 73460 73460 46771 46771 78392 34989 24906 18497 1541675 1337283 157750 46642 16037 16037 242906 129100 60593 53213 1761554 1506295 255259 1395850 1395850 234495 193124 33980 7391 Teaching Materials 647975 647975 After School Care 588146 588146 Miscellaneous Expense 415917 243892 136734 35291 Auxillary Services 161600 161600 23592855 19430471 3418742 743642 9461609 12622206 4666396 4424333 77021 50313 15502 181979 82865 177467 41416282 19006997 22904640 22409285 2192450 295111 283307 39695594 40148890 1944112 2403767 14525385 14130988 24495625 24518600 134749 66880 41099871 41120235 X -2242786 -1929554 195207 264807 643302 693402 -1404277 -971345 39695594 40148890 434346 -1414 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 662962 50100 3047 716109 618173 44645 144 662962 610730 13966 555 7078 618173 602972 12151 484 4877 610730 546459 55275 1238 602972 0.00000 0.96830 0.03170 0 0 5458137 5458137 32219499 15581387 16638112 1570667 1458563 112104 2167979 1967047 200932 22409285 Capital Lease Obligations 66880 66880 X 21276849 -1414 -2750707 -2752121 24028970 -1769 -1769 24027201 20843917 1769 1769 20842148 2750707 2750707 23592855 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 Section 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, 2016, 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 -2,750,707. Part XI, Line 4b - Other Adjustments: Rental Expenses Reclassed to Income -1,769. Part XII, Line 2d - Other Adjustments: rental expenses reclassed to income 1,769. Part XII, Line 4b - Other Adjustments: Financial Aid Awards 2,750,707. 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 every year in various publications, also in the media as appropriate. GALA 254108 115800 138308 96348 Team Bentley 27145 27145 13436 2 32813 32813 36394 314066 115800 198266 146178 146178 52088 1 Scholarships 166 2750707 scholarships 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 0 X X 0 0 0 0 0 0 0 0 0 Arlene Hogan Head of School 348966 0 0 0 0 0 15900 0 7363 0 372229 0 0 0 Brian Thomas Head of Upper School 192116 0 0 0 0 0 15163 0 7363 0 214642 0 0 0 Laura Konigsberg Associate Head of School K-8 162607 0 0 0 0 0 11549 0 7363 0 181519 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 THE SCHOOL IS $65,364 FOR THIS REPORTING PERIOD. THE HOUSING IS TAKEN AS AN EXCLUSION UNDER CODE SECTION 119(B). A California Statewide Communities Development Authority (CSCDA) 680164610 130795V61 2010-06-30 27739039 Refinance and retire original 2002 bond issue 0 0 0 A 3220439 27739039 2697640 382847 24658552 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 Form 990, Schedule K, Part IV, Line 2c The most recent computation to determine the existence of an Arbitrage Rebate was performed on May 5th, 2015. Form 990, Part VI, Section B, line 11 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. Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.