2025-04-02T13:41:19-05:00 2024-06-30 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-07-01 042506944 TENACRE COUNTRY DAY SCHOOL CORPORATION TENA 7814318575 78 BENVENUE STREET WELLESLEY MA 02482 WILLIAM G CRISSMAN HEAD OF SCHOOL 7814318575 2025-03-29 1 1 BRENDA L BOOTH P01342395 6177610600 2025-03-29 2023 2025-03-06 01:10:19Z TENACRE COUNTRY DAY SCHOOL WILLIAM G CRISSMAN 78 BENVENUE STREET WELLESLEY MA 02482 22020016 0 X WWW.TENACRECDS.ORG X 1972 MA TENACRE COUNTRY DAY SCHOOL "TENACRE" PROVIDES EDUCATIONAL PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS FROM PRE-KINDERGARTEN THROUGH 6TH GRADE. THERE WERE 200 STUDENTS ENROLLED DURING THE 2023-2024 SCHOOL YEAR. TENACRE COUNTRY DAY SCHOOL NUTURES AND CHALLENGES EACH CHILD EVERY DAY. 23 23 200 88 0 0 1751064 7748903 9493927 10133164 273436 3922881 247318 183543 11765745 21988491 800242 993688 0 0 7386809 8133298 0 112132 657923 3502498 3716541 11689549 12955659 76196 9032832 51366988 61969060 11976866 12725124 39390122 49243936 X TENACRE COUNTRY DAY SCHOOL NURTURES AND CHALLENGES EACH CHILD, EVERY DAY. TENACRE COUNTRY DAY SCHOOL, A SMALL, COEDUCATIONAL, INDEPENDENT SCHOOL FOR CHILDREN IN PRE-KINDERGARTEN THROUGH GRADE SIX, IS COMMITTED TO:- PROVIDING A THOROUGH ACADEMIC PREPARATION FOR STUDENTS THROUGH A WELL-DEFINED PROGRAM THAT FOSTERS A LOVE OF LEARNING AND THINKING, THE CONFIDENCE TO TAKE RISKS AND THE COMMITMENT TO EFFORT.- ENCOURAGING THE SOCIAL, EMOTIONAL, CREATIVE AND PHYSICAL DEVELOPMENT OF STUDENTS TO NUTURE THE GROWTH OF INDIVIDUAL CHARACTER.- PROMOTING A DIVERSE AND INCLUSIVE ENVIRONMENT AND COMMUNITY, WHICH ENGENDERS A RESPSECT FOR THE SIMILARITIES AND DIFFERENCES OF ALL PEOPLE. - DEVELOPING AN ENVIRONMENTALLY RESPONSIBLE COMMUNITY BY ADOPTING SUSTAINABLE PRACTICES. (SEE SCH. O LAST PAGE) 0 0 8344235 952117 8367520 TENACRE COUNTRY DAY SCHOOL PROVIDES EDUCATIONAL PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS FROM PRE-KINDERGARTEN THROUGH 6TH GRADE. THERE WERE 200 STUDENTS ENROLLED DURING THE 2023-2024 SCHOOL YEAR. 1056168 1535361 TENACRE OPERATES INSTRUCTIONAL SUMMER DAY PROGRAMS FOR ELEMENTARY SCHOOL AGE STUDENTS FROM PRE-KINDERGARTEN THROUGH 6TH GRADE. SUMMER PROGRAMS PROVIDE INSTRUCTION IN ARTS, CRAFTS, MUSIC, SWIMMING, AND OTHER SPORTS AND ACTIVITIES. THERE WERE 542 CAMPERS/CHILDREN ENROLLED THIS YEAR. 258414 41571 269782 TENACRE PROVIDES AFTER SCHOOL EDUCATIONAL ENRICHMENT PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS FROM PRE-KINDERGARTEN THROUGH 6TH GRADE. AFTER SCHOOL PROGRAMS PROVIDE INSTRUCTION AND DEVELOPMENT TO STUDENTS OUTSIDE THE COURSE OF THE TRADITIONAL SCHOOL DAY. THERE WERE BETWEEN 70-90 STUDENTS ENROLLED AT DIFFERENT TIMES OVER THE COURSE OF THE SCHOOL YEAR. TENACRE OFFERS A VARIETY OF AFTER SCHOOL CLUB ACTIVITIES THROUGHOUT THE YEAR. THEY FEATURE MATH, CHESS, DANCE, BIRD WATCHING, MAKE IT OR BREAK IT DESIGN, PAINTING AND FLOOR HOCKEY. 9658817 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 0 0 1 59 0 1 200 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X DAVID SECOR DIR OF FINANCE 7812352282 78 BENVENUE STREET WELLESLEY MA 02482 WARREN CROSS JR TREASURER OF THE CORPORATION 2.00 X X 0 0 0 KELLY HEYWORTH CHAIR OF THE BOARD OF TRUSTEES 10.00 X X 0 0 0 JUDITH BESWICK CLERK OF THE CORPORATION 2.00 X X 0 0 0 PATRICIA CADET TRUSTEE 1.00 X 0 0 0 COREY COFIELD TRUSTEE 1.00 X 0 0 0 SHERRIE DELINSKY TRUSTEE 1.00 X 0 0 0 WILLIAM G FOLEY TRUSTEE 1.00 X 0 0 0 BETH HAMORY TRUSTEE 1.00 X 0 0 0 KYSHA HARDING TRUSTEE 1.00 X 0 0 0 CARLA HIGGINS TRUSTEE 1.00 X 0 0 0 SUE KILBRIDE TRUSTEE 1.00 X 0 0 0 GRAHAM MASIIWA TRUSTEE 1.00 X 0 0 0 PATRICIA MORDAS TRUSTEE 1.00 X 0 0 0 STEPHANIE PRICE PRESIDENT OF THE CORPORATION 1.00 X X 0 0 0 PETER REED TRUSTEE 1.00 X 0 0 0 JENNIFER SKOLAR TRUSTEE 1.00 X 0 0 0 CATIE LEE SMITH VICE CHAIR OF THE BOARD OF TRUSTEES 1.00 X X 0 0 0 KURT SOMERVILLE TRUSTEE 1.00 X 0 0 0 PETER WALTER TRUSTEE 1.00 X 0 0 0 ALEXANDER ZAVRATSKY TRUSTEE 1.00 X 0 0 0 SYLVIA EXANTUS TRUSTEE 1.00 X 0 0 0 KENYON GROGAN TRUSTEE 1.00 X 0 0 0 TODD MACDOWELL TRUSTEE 1.00 X 0 0 0 THOMAS COSTIN TRUSTEE 1.00 X 0 0 0 RYAN DOW TRUSTEE 1.00 X 0 0 0 JESSICA REECE TRUSTEE 1.00 X 0 0 0 CHRISTIAN ELLIOT TRUSTEE 1.00 X 0 0 0 DENNIS H GRUBB TRUSTEE 1.00 X 0 0 0 WILLIAM CRISSMAN HEAD OF SCHOOL 40.00 X 283579 0 139464 DAVID SECOR DIRECTOR OF FINANCE 40.00 X 68656 0 25023 LOU ANNE COLLINS ASSISTANT HEAD OF SCHOOL 40.00 X 153114 0 56540 MARGARET BURKE DIR.,ENROLLMENT MANAGEMENT 40.00 X 149379 0 41960 JALEESA ANSELM DIR. OF DIVERSITY, EQUITY AND INCLUSION 40.00 X 120158 0 24056 ADRIAN RISEBOROUGH DIRECTOR OF FACILITIES 40.00 X 117589 0 11406 SAMANTHA GREENFIELD DIRECTOR OF DEVELOPMENT 40.00 X 126949 0 62751 1019424 0 361200 8 0 1 0 FLIK COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE 582220 OLSON LEWIS ASSOC 17 ELM ST MANCHESTERBYTHESEA MA 01944 ARCHITECTS 243711 OUNCEIT 205 NEWBURY STREET FRAMINGHAM MA 01701 TECHNOLOGY SUPPORT 152615 LOCAL MOTION 201 W BROADWAY BUILDING 2 SUITE A COLUMBIA MO 65203 STUDENT TRANSPORTATION 109666 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 ACCOUNTING 101150 5 1600 7747303 189754 7748903 TUITION 611600 8367520 8367520 SUMMER PROGRAMS 611710 1535361 1535361 AFTER SCHOOL PROGRAMS 611710 230283 230283 10133164 158109 158109 136073 0 136073 136073 136073 3769074 0 4302 3769074 -4302 3764772 3764772 35194 1600 27223 7971 7971 MISCELLANEOUS INCOME 900099 39499 39499 39499 21988491 10172663 0 4066925 993688 993688 1669439 235068 1254353 180018 4423587 4184608 175250 63729 340696 296045 40853 3798 1274293 936385 277195 60713 425283 310641 89526 25116 12775 12775 53054 53054 112132 112132 155404 155404 67641 5976 61665 339498 304422 35076 91102 82326 8776 727468 657075 70393 71785 71785 PLANT OPERATIONS 611045 555578 55467 PROGRAM EXPENSES 593593 281844 128395 183354 FOOD SERVICES 546517 527787 18730 SUPPLIES 350837 287374 43900 19563 95822 86322 9500 12955659 9658817 2638919 657923 1052138 4638793 2368860 2006315 35750 4694235 7285289 6594018 342919 343517 24707824 9087110 14210955 15620714 25832077 28059468 239000 12000 51366988 61969060 839291 1417656 8547152 8791610 2590423 2515858 11976866 12725124 X 34942746 37873896 4447376 11370040 39390122 49243936 51366988 61969060 9032832 820982 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25782924 3392544 1104000 28071468 24574225 86845 1976463 854609 25782924 28400704 82506 -2883796 1025189 24574225 23495225 157750 5840440 1092711 28400704 23324567 27365 215441 72148 23495225 0.83840 0.16160 0 0 1950948 1950948 18377324 7451565 10925759 2410094 1635545 774549 1969458 1969458 15620714 CAPTIAL LEASE OBLIGATION 247046 LINE OF CREDIT 2031104 DEFERRED COMPENSATION OBLIGATIONS 237708 2515858 X 21687604 820982 -966465 -145483 21833087 155404 155404 21988491 11833790 27223 27223 11806567 155404 993688 1149092 12955659 PART V, LINE 4: THE PRIMARY PURPOSE OF THE UNRESTRICTED ENDOWMENT FUND IS TO SEEK MAXIMUM TOTAL RETURN WITH AN ACCEPTABLE LEVEL OF RISK THROUGH INVESTMENT IN A DIVERSIFIED PORTFOLIO. UNDER ORDINARY CIRCUMSTANCES, THE SCHOOL WILL SPEND NO MORE THAN 4.5% OF THE AVERAGE QUARTER END VALUES OF THE ENDOWMENT FOR THE PAST TWELVE QUARTERS AT DECEMBER 31 OF THE PRIOR YEAR. IT IS THE INTENT NOT TO INVADE PRINCIPAL, EXCEPT TO MEET THE ANNUAL SPENDING RATE, AS AUTHORIZED BY THE TRUSTEES. TENACRE SEEKS TO BUILD ENDOWMENT INCOME TO CONTRIBUTE TO THE OPERATING BUDGET AND MITIGATE ESCALATING OPERATING COSTS. THE GOALS ARE TO SUPPORT THE SCHOOL'S ANNUAL OPERATING BUDGET, TO KEEP TUITION INCREASES REASONABLE AND SUPPORT STAFF SALARY AND BENEFIT INCREASES. PART X, LINE 2: TENACRE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TENACRE HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS AS TO WHAT INCOME IS RELATED AND UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS; HOWEVER, TENACRE HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TENACRE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. TENACRE'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT AID NETTED WITH TUTION REVENUE ON AUDITED FINANICAL STATEMENTS -952,117. AFTER SCHOOL PROGRAM STUDENT AID NETTED WITH REVENUE -41,571. FUNDRAISING EXPENSES 27,223. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 27,223. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED WITH TUTION REVENUE ON AUDITED FINANICAL STATEMENTS 952,117. AFTER SCHOOL PROGRAM STUDENT AID NETTED WITH REVENUE 41,571. 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'S POLICY IS DOCUMENTED ON THE FIRST PAGE OF ITS PROMOTIONAL BROCHURE. IN ADDITION, AN ADVERTISEMENT IS PLACED EACH YEAR IN THE BOSTON GLOBE NEWSPAPER IN CONJUNCTION WITH THE ASSOCIATION OF INDEPENDENT SCHOOLS OF NEW ENGLAND. X X X X 1 NANCY SKINNER 208 CENTER STREET YARMOUTH PORT MA 02675 CAPITAL CAMPAIGN CONSULTANT 0 6970078 112100 6857978 6970078 112100 6857978 MA SPRING FAIR 36794 1600 35194 2757 24466 36794 1600 35194 2757 24466 27223 7971 1 TUITION ASSISTANCE - SCHOOL 36 0 952117 FMV CREDIT ON ACCOUNT TUITION ASSISTANCE - ENRICHMENT PROGRAMS 44 0 41571 FMV CREDIT ON ACCOUNNT PART I, LINE 2: TENACRE FINANCIAL AID RECIPIENTS MUST FILL OUT THE SCHOOL AND STUDENT SERVICE (SSS) PARENT FINANCIAL STATEMENT (PFS) ANNUALLY. EVERY EFFORT WILL BE MADE TO MEET THE NEEDS OF TENACRE FAMILIES CURRENTLY RECEIVING ASSISTANCE, PROVIDING: 1. ALL NECESSARY FORMS ARE SUBMITTED IN A TIMELY FASHION, 2. STUDENTS REMAIN IN GOOD ACADEMIC STANDING, 3. ALL TUITION PAYMENTS ARE CURRENT, OR SATISFACTORY PAYMENT ARRANGEMENTS HAVE BEEN MADE. FINANCIAL AID AT TENACRE IS BASED ON FINANCIAL NEED ONLY. THE COMMITTEE USES THE SSS AS A GUIDELINE IN OUR DECISIONS. TENACRE HAS A FIXED AMOUNT OF FUNDING AVAILABLE EACH YEAR FOR FINANCIAL AID, AND THEREFORE, IN A GIVEN YEAR, MAY BE UNABLE TO MEET A FAMILY'S TOTAL NEED, ALTHOUGH IT IS OUR POLICY TO CONTINUE FUNDING FAMILIES WITH STUDENTS CURRENTLY ENROLLED UNLESS THERE IS A SIGNIFICANT CHANGE IN THE FAMILY'S FINANCIAL SITUATION. EACH FAMILY BEARS THE PRIMARY RESPONSIBILITY FOR FINANCING A STUDENT'S EDUCATION. IN CASES WHERE PARENTS ARE NOT LIVING TOGETHER, THE RESOURCES OF BOTH THE NONCUSTODIAL AND CUSTODIAL PARENT AND NEW SPOUSES (IF ANY) MAY BE CONSIDERED IN ESTABLISHING A LEVEL OF NEED. THE FINANCIAL AID COMMITTEE INCLUDES THE HEAD OF SCHOOL, THE DIRECTOR OF FINANCE AND OPERATIONS AND THE DIRECTOR OF ENROLLMENT MANAGEMENT. WE RESERVE THE RIGHT TO REQUEST ADDITIONAL INFORMATION FROM FAMILIES IN ORDER TO EVALUATE THEIR FINANCIAL NEEDS MORE EFFECTIVELY. X X X X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM CRISSMAN HEAD OF SCHOOL 283309 0 0 0 270 0 22332 0 117132 0 423043 0 0 0 LOU ANNE COLLINS ASSISTANT HEAD OF SCHOOL 151651 0 0 0 1463 0 16713 0 39827 0 209654 0 0 0 MARGARET BURKE DIR.,ENROLLMENT MANAGEMENT 148965 0 0 0 414 0 25979 0 15981 0 191339 0 0 0 SAMANTHA GREENFIELD DIRECTOR OF DEVELOPMENT 126535 0 0 0 414 0 19128 0 43623 0 189700 0 0 0 PART I, LINE 1A WILLIAM CRISSMAN, HEAD OF SCHOOL, RECEIVED THE FOLLOWING BENEFITS AND THE AMOUNTS ARE REPORTED IN SCHEUDLE J, PART II: - DISCRETIONARY BUDGET ACCOUNT TO SPEND ON SCHOOL RELATED MATTERS, CONSISTENT WITH THE SCHOOL'S MISSION AND TO BUILD COMMUNITY. THE AMOUNT SPENT IN CALENDAR YEAR 2023 WAS $10,044. - ON-CAMPUS HOUSING AS A CONTRACTUAL REQUIRMENT FOR HIS JOB AT TENACRE, ESTIMATED $60,000 FOR THE TAX YEAR. - HOUSE CLEANING SERVICES, THE SCHOOL PAID $4,365 IN CALENDAR 2023. 77954 NEED-BASED SCHOLARSHIPS FINANCIAL AID CROSS SERVICES GROUP TRUSTEE OF THE ORGANIZATION IS MORE THAN 35% OWNER OF CROSS SERVICES GROUP 132427 FACILITY MAINTENANCE 0 X 7 189754 PUBLICLY TRADED 0 0 0 0 PART I, COLUMN (B): AMOUNTS REPORTED IN PART I, COLUMN B, REPRESENT THE TOTAL NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED INTERNALLY BY BUSINESS OFFICE, DIRECTOR OF FINANCE AND HEAD OF SCHOOL, DISCUSSED WITH TREASURER IF CHANGES FROM PRIOR FILING WARRANT IT AND AVAILABLE FOR REVIEW BY FINANCE COMMITTEE AND BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C AT THE START OF EACH NEW SCHOOL YEAR, BOARD MEMBERS ARE GIVEN A COPY OF THE WRITTEN CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO REVIEW, INDICATE POTENTIAL CONFLICTS, SIGN AND RETURN THE FORM TO THE CLERK OF THE CORPORATION. ANY MATTERS THAT ARISE ARE DISCUSSED AND APPROVED BY THE GOVERNANCE COMMITTEE. AS A MATTER OF PROTOCOL, A TRUSTEE SHALL ABSTAIN FROM AND NOT PARTICIPATE IN THE DISCUSSION OF THE BOARD OF TRUSTEES OR BOARD COMMITTEE AT WHICH A RELATED TOPIC IS CONSIDERED AND DISCLOSE THEIR CONNECTION WITH THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD HAS A STANDING GOVERNANCE COMMITTEE WHICH ANNUALLY REVIEWS THE HEAD OF SCHOOL AND SETS COMPENSATION. THIS COMMITTEE CONSISTS OF THE BOARD PRESIDENT, TREASURER AND APPOINTED TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART I, LINE 6: TENACRE HAS VOLUNTEERS, PRIMARILY CURRENT PARENTS, PAST PARENTS AND FORMER EMPLOYEES, AS WELL AS OTHERS, SERVING ON A VARIETY OF SCHOOL COMMITTEES. THE COMMITTEES INCLUDE BOARD DIVERSITY, FINANCE, DEVELOPMENT, HEALTH & SAFETY, SUNSHINE, TENACRE ART GALLERY, TPA, SPRING FAIR, INVESTMENT, COMPENSATION, ENRICHMENT, AMONG OTHERS. 102 BENVENUE LLC 78 BENVENUE STREET WELLESLEY MA 02482 HOLD PROPERTY MA 50000 TENACRE COUNTRY DAY SCHOOL DANA- TENACRE TRUST 78 BENVENUE STREET WELLESLEY MA 02482 HOLDER OF TITLE TO PROPERTY MA TENACRE COUNTRY DAY SCHOOL T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0