2026-04-02T09:27:11-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 042106704 DEDHAM COUNTRY DAY SCHOOL DEDH 7813290850 90 SANDY VALLEY ROAD DEDHAM MA 02026 ROBERT SANTRY CHIEF FINANCIAL OFFICER 7813290850 2026-03-30 1 0 LUKE BURNETT P01079018 9786202000 2026-03-30 2024 2025-03-06 01:10:19Z ALLISON WEBSTER 90 SANDY VALLEY ROAD DEDHAM MA 02026 21538895 0 X DEDHAMCOUNTRYDAY.ORG X 1922 MA AN INDEPENDENT ELEMENTARY & MIDDLE SCHOOL FOR BOYS & GIRLS IN PRE-KINDERGARTEN THROUGH GRADE 8. 21 21 209 430 0 0 2631089 2179014 13731555 14303971 1195980 2066368 40644 32943 17599268 18582296 1962286 2080616 0 0 9800220 10132647 0 0 993103 4718148 5046716 16480654 17259979 1118614 1322317 46205802 47385407 14211020 14305555 31994782 33079852 X DCD IS PROUD TO OFFER AN EDUCATIONAL EXPERIENCE THAT:1. PROVIDES TO EACH CHILD A UNIQUE EDUCATIONAL BALANCE OF CHALLENGING ACADEMICS, ARTS, AND ATHLETICS2. EMBRACES AN INCLUSIVE INTERDEPENDENT COMMUNITY OF STUDENTS, TEACHERS, AND PARENTS THAT FOSTERS TRUST AND ENCOURAGES CHILDREN TO TAKE RISKS3. CREATES INDEPENDENT, RESILIENT, LIFELONG LEARNERS THROUGH ENGAGING, DEVELOPMENTALLY BASED TEACHING DESIGNED TO MEET VARIED LEARNING STYLES 4. INSPIRES STUDENTS TO BECOME CARING, ETHICAL MEMBERS OF THE LARGER WORLD BY EMPHASIZING THOUGHTFUL CITIZENSHIP AND RESPECT FOR SELF AND OTHERS. 0 0 13024459 2080616 14319732 THE SCHOOL IS A PRIVATE CO-EDUCATIONAL INSTITUTION SERVING PRIMARY, LOWER AND MIDDLE SCHOOL STUDENTS THROUGH GRADE EIGHT. THE STUDENT BODY IS APPROXIMATELY 310 STUDENTS. IT ALSO PROVIDES AN EIGHT WEEK SUMMER DAY CAMP. 13024459 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 1 0 0 0 0 0 0 0 0 1 16 0 1 209 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X ROBERT SANTRY 7813290850 90 SANDY VALLEY ROAD DEDHAM MA 02026 ALLISON WEBSTER HEAD OF SCHOOL 40.00 X 452935 0 107723 ROBERT SANTRY CHIEF FINANCIAL OFFICER 40.00 X 228722 0 66136 HASEL PATEL DIRECTOR OF HUMAN RESOURCES 40.00 X 124026 0 95647 EMILIE LIEBHOFF ASSISTANT HEAD, DIR. OF ADMISSIONS 40.00 X 130524 0 40264 CHARLES RUDNICK DIRECTOR OF ADVANCEMENT 40.00 X 134582 0 35990 AMY CARNEY CAPITAL CAMPAIGN DIRECTOR 40.00 X 135427 0 32158 MARY ELLEN MALONEY TEACHER 40.00 X 121571 0 18247 ASHLEY SHIH TRUSTEE/PRESIDENT 5.00 X X 0 0 0 LEE PETERSON TRUSTEE/CLERK 5.00 X X 0 0 0 MORGEN PECK TRUSTEE/TREASURER 5.00 X X 0 0 0 KRISTEN CLOONAN TRUSTEE 5.00 X 0 0 0 EDWARD BIGELOW III TRUSTEE 5.00 X 0 0 0 SHAQUANNA BROWN TRUSTEE 5.00 X 0 0 0 CURT BURMEISTER TRUSTEE 5.00 X 0 0 0 CHRISTOPHER CHEEVER TRUSTEE 5.00 X 0 0 0 JOHN CONNORS TRUSTEE 5.00 X 0 0 0 MELISSA CROWE TRUSTEE 5.00 X 0 0 0 MARK EPKER TRUSTEE 5.00 X 0 0 0 CHESTER HEDGEPETH TRUSTEE 5.00 X 0 0 0 MICHELLE KNIGHT TRUSTEE 5.00 X 0 0 0 KEITH MCCOWN TRUSTEE 5.00 X 0 0 0 MERVAN OSBORNE TRUSTEE 5.00 X 0 0 0 KEVIN CONNORS TRUSTEE 5.00 X 0 0 0 DONNA WELSH TRUSTEE 5.00 X 0 0 0 SENECA FRANCIONE TRUSTEE 5.00 X 0 0 0 CHRIS COX TRUSTEE (AS OF 10/24) 5.00 X 0 0 0 WALTER GARBACIK TRUSTEE (AS OF 10/24) 5.00 X 0 0 0 ONNIE MAYSHAK TRUSTEE (AS OF 10/24) 5.00 X 0 0 0 SHEILA HIATT TRUSTEE (THRU 10/24) 5.00 X 0 0 0 1327787 0 396165 15 0 1 0 ECK MACNEELY ARCHITECTS INC 560 HARRISON AVE BOSTON MA 02118 ARCHITECTS 762360 FLIK PO BOX 417632 BOSTON MA 022417632 DINING SERVICES 517971 2 460882 1718132 251126 2179014 TUITION AND FEES 611600 13535173 13535173 SUMMER AND AFTERSCHOOL 611600 742977 742977 HORIZONS 611600 25821 25821 14303971 801539 801539 145365 0 145365 145365 145365 4065045 2800216 1264829 1264829 1264829 19779 460882 147962 -128183 -128183 17972 8421 9551 9551 MISCELLANEOUS INCOME 611600 6210 6210 6210 18582296 14319732 0 2083550 2080616 2080616 941510 941510 6909833 5390858 1092233 426742 411367 296321 87038 28008 1332784 836144 441845 54795 537153 395965 110840 30348 58344 58344 54225 54225 35817 35817 285216 181325 27367 76524 94809 1888 92921 266158 227855 32933 5370 297956 284308 9857 3791 1152092 1043338 104030 4724 86329 84681 1255 393 845211 829225 12173 3813 189746 186122 2760 864 AUXILIARY SERVICES-LUNC 578799 578799 STUDENT ACTIVITIES AND 434114 374798 59316 CAPITAL CAMPAIGN EXPENS 245395 245395 PROFESSIONAL GROWTH AND 120365 120365 302140 111851 77953 112336 17259979 13024459 3242417 993103 6051150 5054323 2491288 6405423 1936657 1355632 7864439 8251975 369298 345620 26473574 12953054 12986453 13520520 14506517 12451914 46205802 47385407 474691 573200 11321018 11453213 1202401 1104671 1212910 1174471 14211020 14305555 X 15044988 15060795 16949794 18019057 31994782 33079852 46205802 47385407 X 1322317 -116069 -121178 X 0 1 X 1 0 X 3841918 6160335 2864448 2631089 2179014 17676804 3841918 6160335 2864448 2631089 2179014 17676804 3690666 13986138 319154 545340 498631 726959 946904 3036988 157389 157389 31649 2091 6379 40119 20911300 65666578 0.66880 0.70020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 31,649. 2021 AMOUNT: $ 2,091. 2022 AMOUNT: $ 6,379. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12694997 297830 1415282 256842 3706016 10445251 11431851 198763 1526870 188032 274455 12694997 10562125 44344 1264185 175181 263622 11431851 12782172 144206 -1936782 170638 256833 10562125 10102924 28910 3056989 161925 244726 12782172 0.15353 0.84647 0.00000 0 0 1091301 1091301 20238754 10651200 9587554 2938460 1863901 1074559 2205059 437953 1767106 13520520 15997079 -116069 -2447189 -2563258 18560337 35817 -13858 21959 18582296 14912009 13858 13858 14898151 35817 2326011 2361828 17259979 PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR FINANCIAL AID AND OTHER DONOR SPECIFIED EXPENDITURES. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE -121,178. FINANCIAL AID -2,080,616. CAPITAL CAMPAIGN EXPENSES -245,395. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -8,421. FUNDRAISING EVENT EXPENSES -5,437. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 8,421. FUNDRAISING EVENT EXPENSES 5,437. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,080,616. CAPITAL CAMPAIGN EXPENSES 245,395. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DEDHAM COUNTRY DAY SCHOOL'S NONDISCRIMINATION POLICY IS INCLUDED ON THE SCHOOL'S HOMEPAGE. HORIZONS SPRING EVENT 435974 435974 58938 16696 10588 13308 HEAD INNOVATION FUND 24908 24908 5437 1 19779 19779 13049 14654 15292 480661 460882 19779 58938 29745 30679 28600 147962 -128183 1 FINANCIAL AID 87 2080616 PART I, LINE 2: DEDHAM COUNTRY DAY SCHOOL USES SCHOOL AND STUDENT SERVICES BY CLARITY AS A BENCHMARK. THE FAMILY FILLS OUT A PERSONAL FINANCIAL STATEMENT AND UPLOADS TAX INFORMATION WITH THEIR APPLICATION THROUGH CLARITY. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 ALLISON WEBSTER HEAD OF SCHOOL 452935 0 0 0 0 0 31705 0 76018 0 560658 0 0 0 ROBERT SANTRY CHIEF FINANCIAL OFFICER 228722 0 0 0 0 0 16011 0 50125 0 294858 0 0 0 HASEL PATEL DIRECTOR OF HUMAN RESOURCES 124026 0 0 0 0 0 8682 0 86965 0 219673 0 0 0 EMILIE LIEBHOFF ASSISTANT HEAD, DIR. OF ADMISSIONS 130524 0 0 0 0 0 9137 0 31127 0 170788 0 0 0 CHARLES RUDNICK DIRECTOR OF ADVANCEMENT 134582 0 0 0 0 0 9421 0 26569 0 170572 0 0 0 AMY CARNEY CAPITAL CAMPAIGN DIRECTOR 135427 0 0 0 0 0 9480 0 22678 0 167585 0 0 0 PART I, LINE 1A DEDHAM COUNTRY DAY SCHOOL ALLOWS THE HEAD OF SCHOOL TO LIVE ON CAMPUS IN SCHOOL PROVIDED HOUSING ON OCCASION. THE HOUSING IS NOT CONSIDERED A TAXABLE BENEFIT. THE HOUSE ALSO HAS CLEANING SERVICES AND IS NOT CONSIDERED A TAXABLE BENEFIT. PART I, LINE 4B DEDHAM COUNTRY DAY SCHOOL HAS A 457(F) DEFERRED COMPENSATION PLAN FOR THE HEAD OF SCHOOL, ALLISON WEBSTER. THE ACCOUNT IS HELD BY THE SCHOOL, AND WILL BE TRANSFERRED FROM THE SCHOOL TO THE HEAD OF SCHOOL UPON COMPLETION OF THEIR CONTRACT. THE AMOUNT CONTRIBUTED TO THE PLAN WAS $30,000. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 2022-02-01 1699960 REISSSUANCE OF 2012 BOND 0 0 0 A 580113 1699960 1699960 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 10 251126 FMV AT DATE OF DONATION 0 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS FULL POWER AND AUTHORITY TO ACT ON ALL MATTERS BETWEEN MEETINGS OF THE TRUSTEES, PROVIDED IT SHALL NOT HAVE ANY POWER PROHIBITED BY STATUTORY LAW OR THE BYLAWS. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE PRESIDENT, CLERK, TREASURER, CHAIR OF THE FINANCE COMMITTEE, CHAIR OF THE COMMITEE ON TRUSTS AND SUCH OTHER PERSONS AS THE BOARD OF TRUSTEES MAY APPOINT. FORM 990, PART VI, SECTION A, LINE 2 JOHN CONNORS AND KEVIN CONNORS ARE BROTHERS AND BOTH ARE TRUSTEES ON THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SCHOOL'S MEMBERS CONSIST OF EVERY PARENT OR LEGAL GUARDIAN OF A CHILD ENROLLED AT DEDHAM COUNTRY DAY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FOLLOWING PREPARATION BY THE BUSINESS OFFICE AND THE TAX ADVISORS, THE FORM 990 IS SENT TO THE CHAIR OF THE AUDIT COMMITTEE. THE AUDIT COMMITTEE CHAIR REVIEWS THE FORM 990 AND PROVIDES A COPY TO ALL TRUSTEES FOR APPROXIMATELY ONE WEEK. IF THERE ARE NO QUESTIONS, THE CHAIR REQUESTS THAT THE PUBLIC ACCOUNTING FIRM FILE IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS, ADMINISTRATORS, COMMITTEE MEMBERS AND ADVISORS OF DEDHAM COUNTRY DAY SCHOOL ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS ANNUALLY WITH THE HEAD OF SCHOOL WITHIN 30 DAYS OF THE ANNUAL MEETING. ALL INDIVIDUALS SIGN A DISCLOSURE FORM ANNUALLY. THE INDIVIDUAL WITH THE POTENTIAL CONFLICT IS ABLE TO STATE HIS OR HER POSITION IN THE MEETING AND ANSWER ANY QUESTIONS; HOWEVER HE OR SHE CANNOT BE PRESENT WHEN THE CONFLICT IS DISCUSSED AND CANNOT VOTE ON THE PROPOSED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION WAS DETERMINED BY THE BOARD AND IS RENEGOTIATED PERIODICALLY WITH A BOARD SUBCOMMITTEE, BENCHMARKING AGAINST THE COMPENSATION OF OTHER HEADS OF SIMILARLY SIZED K-8 SCHOOLS IN OUR REGION. THE CHIEF FINANCIAL OFFICER'S COMPENSATION WAS ALSO DETERMINED BY THE BOARD. WHILE SPREADSHEETS WERE GENERATED DEPICTING VARIOUS SCENARIOS, THERE ARE NO MINUTES MEMORIALIZING THE DISCUSSIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON WRITE-OFF OF PLEDGE RECEIVABLE -121,178.