BENTLEY SCHOOL

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

CHRISTINA MONCHARMONT

Phone

5108432512

Tax Period

2024-07-01 to 2025-06-30

BENTLEY SCHOOL, founded in 1969, is a mid-sized nonprofit that reported $34.5M in total revenue in fiscal year 2024. Expenses of $33.2M left a modest 4% surplus.

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 Service Accomplishments

Program 1

Expenses: $27,628,279 Revenue: $32,329,892

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,334,419

Program Service Revenue $32,269,893

Investment Income $934,116

Other Revenue $11,244

TOTAL REVENUE $34,549,672

Expense Breakdown

Grants Paid $4,738,275

Salaries & Benefits $18,671,727

Fundraising Expenses $1,082,066

Program Expenses $27,628,279

Other Expenses $9,804,836

TOTAL EXPENSES $33,214,838

Year-over-Year Comparison

	2024	2023	Change
Revenue	$34,549,672	$33,830,066	+0.0%
Expenses	$33,214,838	$32,374,171	+0.0%
Net Income	$1,334,834	$1,455,895	-0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

188

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$874,249

Total Directors

Key Employees

$450,067

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MIKE HUGHES	CHAIR	3.00	Officer Director	$0	$0	$0
REAGAN BROOKS-JIMENEZ	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
MARC CHHINA	SECRETARY	3.00	Officer Director	$0	$0	$0
CELESSA BAKER	TRUSTEE	3.00	Director	$0	$0	$0
SARAH BROMMA	TRUSTEE	3.00	Director	$0	$0	$0
JOANNA GROSSMAN	TRUSTEE	3.00	Director	$0	$0	$0
REBECCA HARLOW	TRUSTEE	3.00	Director	$0	$0	$0
CYNTHIA HAYS	TRUSTEE	3.00	Director	$0	$0	$0
DAVE HUMMEL	TRUSTEE	3.00	Director	$0	$0	$0
DAVID KAPLAN	TRUSTEE	3.00	Director	$0	$0	$0
RICH MAIERS	TRUSTEE	3.00	Director	$0	$0	$0
ANDREW MASON	TRUSTEE	3.00	Director	$0	$0	$0
JODI NOACK	TRUSTEE	3.00	Director	$0	$0	$0
EDWARD SMITH	TRUSTEE	3.00	Director	$0	$0	$0
CHRISTINA MONCHARMONT	HEAD OF SCHOOL	40.00	Officer	$445,537	$97,939	$543,476
JAMES NAGLE	CFO/COO	40.00	Officer	$299,656	$31,117	$330,773
NICHOLAS PUKSTAS	UPPER SCHOOL DIRECTOR	40.00	Key Emp	$225,046	$15,929	$240,975
JACQUELINE ESCHER	DIRECTOR K-8	40.00	Key Emp	$185,535	$23,557	$209,092
DAVID LAZO	DIR OF ENROLLMENT MGMT	40.00	Highest	$239,700	$25,382	$265,082
ARCHIBALD DOUGLAS	DIR OF COLLEGE COUNSELING	40.00	Highest	$231,560	$25,392	$256,952
ANDRES NUNEZ	DIR OF FACILIES (THRU 6/25)	40.00	Highest	$193,613	$23,904	$217,517
MARIA SERVELLO	CHIEF OF STAFF	40.00	Highest	$187,289	$23,746	$211,035
MONTE MITCHELL	DIR OF ADVANCEMENT (THRU 2/25)	40.00	Highest	$184,960	$20,515	$205,475

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$34,549,672	$33,214,838	$60,721,720	$1,334,834
2024	$33,830,066	$32,374,171	$58,139,126	$1,455,895
2023	$32,173,523	$31,056,477	$55,704,088	$1,117,046
2022	$30,503,035	$28,675,104	$54,914,709	$1,827,931
2021	$32,884,989	$26,679,974	$53,237,769	$6,205,015
2020	$30,017,537	$31,172,097	$65,318,386	$-1,154,560
2019	$28,389,610	$28,786,486	$41,767,486	$-396,876
2018	$27,334,244	$27,482,557	$40,986,705	$-148,313