2026-04-12T15:10:36-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042506944 TENACRE COUNTRY DAY SCHOOL CORPORATION TENA 7812352282 78 BENVENUE STREET WELLESLEY MA 02482 WILLIAM G CRISSMAN HEAD OF SCHOOL 7812352282 2026-04-10 1 1 BRENDA L BOOTH P01342395 6178075000 2026-04-10 2024 2025-03-06 01:10:19Z TENACRE COUNTRY DAY SCHOOL WILLIAM G CRISSMAN 78 BENVENUE STREET WELLESLEY MA 02482 13822052 0 X WWW.TENACRECDS.ORG X 1972 MA TENACRE COUNTRY DAY SCHOOL NURTURES AND CHALLENGES EACH CHILD, EVERY DAY. 22 22 205 89 0 0 7748903 2484057 10133164 10292736 3922881 726741 183543 290557 21988491 13794091 993688 877205 0 0 8133298 8383258 112132 53105 600444 3716541 3760731 12955659 13074299 9032832 719792 61969060 68609869 12725124 16080062 49243936 52529807 X TENACRE COUNTRY DAY SCHOOL NURTURES AND CHALLENGES EACH CHILD, EVERY DAY. TENACRE COUNTRY DAY SCHOOL, A SMALL, INDEPENDENT SCHOOL FOR CHILDREN IN PRE-KINDERGARTEN THROUGH GRADE SIX, IS COMMITTED TO: (SEE SCHEDULE O) 0 0 8436360 840766 8503610 TENACRE COUNTRY DAY SCHOOL PROVIDES EDUCATIONAL PROGRAMS FOR ELEMENTARY SCHOOL STUDENTS FROM PRE-KINDERGARTEN THROUGH 6TH GRADE. THERE WERE 199 STUDENTS ENROLLED DURING THE 2024-2025 SCHOOL YEAR. 1100748 1568346 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 587 CAMPERS/CHILDREN ENROLLED THIS YEAR. 290501 36439 408406 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. 9827609 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 42 0 1 205 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 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 BETH HAMORY PRESIDENT OF THE CORPORATION 1.00 X X 0 0 0 KELLEY HEYWORTH CHAIR OF THE BOARD OF TRUSTEES 10.00 X X 0 0 0 CATIE LEE SMITH VICE CHAIR OF THE BOARD OF TRUSTEES 1.00 X X 0 0 0 WARREN CROSS JR TREASURER OF THE COPORATION 2.00 X X 0 0 0 JESSICA REECE CLERK OF THE CORPORATION 2.00 X X 0 0 0 JUDITH BESWICK TRUSTEE 1.00 X 0 0 0 PATRICIA CADET TRUSTEE 1.00 X 0 0 0 COREY COFIELD TRUSTEE 1.00 X 0 0 0 THOMAS COSTIN TRUSTEE 1.00 X 0 0 0 PAUL CZERWINSKI TRUSTEE 1.00 X 0 0 0 SHERRIE DELINSKY TRUSTEE 1.00 X 0 0 0 RYAN DOW 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 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 TODD MACDOWELL 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 PETER REED TRUSTEE 1.00 X 0 0 0 ALEXANDER ZAVRATSKY TRUSTEE 1.00 X 0 0 0 WILLIAM CRISSMAN HEAD OF SCHOOL 40.00 X 294022 0 144908 DAVID SECOR CURRENT DIRECTOR OF FINANCE 40.00 X 139589 0 40592 LOUANNE COLLINS ASSISTANT HEAD OF SCHOOL 40.00 X 157636 0 41230 MARGARET BURKE DIR., ENROLLMENT MANAGEMENT 40.00 X 146479 0 30420 SAMANTHA GREENFIELD DIRECTOR OF DEVELOPMENT 40.00 X 128027 0 40101 ADRIAN RISEBOROUGH DIRECTOR OF FACILITIES 40.00 X 124853 0 12884 JALEESA ANSELM DIR. DIVERSITY, EQUITY & INCLUSION 40.00 X 121708 0 21290 1112314 0 331425 7 0 1 0 ERLAND CONTRUCTION 71 THIRD AVE BURLINGTON MA 01803 GENERAL CONTRACTOR 7328149 FLIK COMPASS GROUP USA 6 INTERNATIONAL DR RYE BROOK MA 10573 FOOD SERVICE 577220 OUNCEIT 205 NEWBURY STREET FRAMINGHAM MA 01701 TECHNOLOGY SUPPORT 208322 OLSON LEWIS ARCHITECTS 17 ELM ST MANCHESTERBYTHESEA MA 01944 ARCHITECTS 142218 CROSS SERVICES GROUP 19 TECH CIRCLE NATICK MA 01760 FACILITIES MANAGEMENT 127879 5 2000 2482057 323847 2484057 TUITION 611600 8503610 8503610 SUMMER PROGRAMS 611710 1568346 1568346 AFTER SCHOOL PROGRAMS 611710 220780 220780 10292736 728770 728770 100490 0 100490 100490 100490 2029 -2029 -2029 -2029 28373 2000 25932 2441 2441 MISCELLANEOUS INCOME 900099 187626 187626 187626 13794091 10480362 0 829672 877205 877205 944556 800652 143904 5313537 4539230 672860 101447 464597 325298 114349 24950 1220959 952965 223931 44063 439609 322327 91730 25552 20235 20235 76013 76013 53105 53105 59277 59277 40946 5934 34886 126 387824 348600 39224 103904 93895 10009 709938 641548 68390 78850 78850 PLANT OPERATIONS 705273 648468 56805 PROGRAM EXPENSES 566230 253079 128724 184427 FOOD SERVICES 564511 543349 21162 SUPPLIES 352663 275711 54082 22870 95067 95067 13074299 9827609 2646246 600444 4638793 2306180 2006315 3033589 4694235 3341384 6594018 6928495 343517 384666 31569708 9116825 15620714 22452883 28059468 30154672 12000 8000 61969060 68609869 1417656 1476637 8791610 9040218 2515858 5563207 12725124 16080062 X 37873896 44019992 11370040 8509815 49243936 52529807 61969060 68609869 719792 2566079 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28071468 3191412 1100208 30162672 25782924 3392544 1104000 28071468 24574225 86845 1976463 854609 25782924 28400704 82506 -2883796 1025189 24574225 23495225 157750 5840440 1092711 28400704 0.83155 0.16845 0 0 1950948 1950948 27165771 7553190 19612581 2441139 1563635 877504 11850 11850 22452883 CAPTIAL LEASE OBLIGATION 187448 LINE OF CREDIT 5178340 DEFERRED COMPENSATION OBLIGATIONS 197419 5563207 X 15449620 2566079 -851273 1714806 13734814 59277 59277 13794091 12163749 25932 25932 12137817 59277 877205 936482 13074299 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: THE SCHOOL 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. THE SCHOOL 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, SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. 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 -840,766. AFTER SCHOOL PROGRAM STUDENT AID NETTED WITH REVENUE -36,439. FUNDRAISING EXPENSES 25,932. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 25,932. PART XII, LINE 4B - OTHER ADJUSTMENTS: STUDENT AID NETTED WITH TUTION REVENUE ON AUDITED FINANICAL STATEMENTS 840,766. AFTER SCHOOL PROGRAM STUDENT AID NETTED WITH REVENUE 36,439. 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 1338595 53105 1285490 1338595 53105 1285490 MA SPRING FAIR 30373 2000 28373 3655 22277 0 30373 2000 28373 3655 22277 25932 2441 1 TUITION ASSISTANCE - SCHOOL 35 0 840766 FMV CREDIT ON ACCOUNT TUITION ASSISTANCE - ENRICHMENT PROGRAMS 24 0 36439 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 293752 0 0 0 270 0 24673 0 120235 0 438930 0 0 0 LOUANNE COLLINS ASSISTANT HEAD OF SCHOOL 155350 0 0 0 2286 0 17191 0 24039 0 198866 0 0 0 DAVID SECOR CURRENT DIRECTOR OF FINANCE 138608 0 0 0 981 0 10598 0 29994 0 180181 0 0 0 MARGARET BURKE DIR., ENROLLMENT MANAGEMENT 146065 0 0 0 414 0 11468 0 18952 0 176899 0 0 0 SAMANTHA GREENFIELD DIRECTOR OF DEVELOPMENT 127613 0 0 0 414 0 9943 0 30158 0 168128 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 2024 WAS $18,143. - 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 $11,915 IN CALENDAR 2024. 32350 NEED-BASED SCHOLARSHIPS FINANCIAL AID CROSS SERVICES GROUP TRUSTEE OF THE ORGANIZATION IS MORE THAN 35% OWNER OF CROSS SERVICES GROUP 127879 FACILITY MAINTENANCE 0 X 12 323847 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 III, LINE 1 - 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. AS A SCHOOL DEDICATED TO PROVIDING AN ELEMENTARY EDUCATION, TENACRE VALUES THE IMPORTANCE OF TEACHER COLLABORATION, THE STRONG PARTNERSHIP BETWEEN PARENTS AND STAFF, AND THE MEANINGFUL PARTICIPATION OF EACH CHILD IN DAILY SCHOOL LIFE. WE EXPECT EACH SIXTH GRADER TO LEAVE TENACRE AS A CONFIDENT LEARNER, CRITICAL THINKER AND CARING CITIZEN. AS A COMMUNITY OF CHILDREN AND ADULTS, WE STRIVE TO WORK HARD, TO FIND JOY AND TO BE KIND. 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 0 2602475 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