2026-04-16T15:40:25-05:00 2025-06-30 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-07-01 042104064 THE FENN SCHOOL FENN 9783695800 516 MONUMENT STREET CONCORD MA 01742 DAVID A PLATT ASSOC. HEAD FOR FINANCE & OPS. 9783695800 2026-03-25 1 1 BRENDA L BOOTH P01342395 6178075000 2026-03-25 2024 2025-03-06 01:10:19Z DEREK R BOONISAR 516 MONUMENT STREET CONCORD MA 01742 20071036 0 X WWW.FENN.ORG X 1929 MA THE FENN SCHOOL IS AN ACCREDITED INDEPENDENT DAY SCHOOL FOR APPROXIMATELY 315 BOYS IN GRADES 4THROUGH 9. THE MAIN OBJECTIVE OF THE SCHOOL IS TO PROVIDE A SOLID, BALANCED CURRICULUM FOR ELEMENTARY AND MIDDLE SCHOOL AGE BOYS, WITH EMPHASIS ON ACADEMICS, ARTS, AND ATHLETICS THROUGH COORDINATED COURSES THAT INTEGRATE ACROSS DISCIPLINES, THE SCHOOL PREPARES STUDENTS FOR RIGOROUS SECONDARY SCHOOL WORK AND ACADEMIC ACHIEVEMENT. 25 24 222 300 0 0 1652530 1753995 17361508 17841757 258805 346155 40539 33022 19313382 19974929 1999725 2092739 0 0 12983521 13386225 57000 219138 1411326 6878784 7155615 21919030 22853717 -2605648 -2878788 98344775 103780268 14472158 15475314 83872617 88304954 X GUIDED BY OUR MOTTO, SUA SPONTE, AND INSPIRED BY OUR CORE VALUES OF HONESTY, RESPECT, EMPATHY, AND COURAGE, THE FENN SCHOOL CHALLENGES EACH BOY TO TAKE RESPONSIBILITY FOR HIMSELF, FOR HIS OWN EDUCATION, AND FOR THE WELL-BEING OF OTHERS. OUR BOYS THRIVE IN A DIVERSE COMMUNITY THAT CELEBRATES OUR SHARED HUMANITY AND EMBRACES DIFFERENCE. AS PART OF AN EVER-CHANGING, INTERDEPENDENT WORLD, FENN EMPOWERS EACH BOY TO DEVELOP STRONG CHARACTER AND LEAD WITH INTEGRITY. 0 0 8925675 1046369 8935847 ACADEMIC PROGRAM - THE SCHOOL IS AN ACCREDITED EDUCATIONAL INSTITUTION FOR APPROXIMATELY 315 BOYS, GRADES 4 THROUGH 9. THE SCHOOL PROVIDES A SOLID CURRICULUM IN ENGLISH, SCIENCE, SOCIAL STUDIES, MATHEMATICS, AND LANGUAGES. MATHEMATICS AND LANGUAGE CURRICULA ALLOW FOR STANDARD-LEVEL AS WELL AS ADVANCED-LEVEL LEARNING, DEPENDING ON THE STUDENT'S ABILITIES. THE ENTIRE ACADEMIC PROGRAM IS AN UPWARD PROGRESSION TOWARD SOPHISTICATED COGNITIVE REASONING AND INTELLECTUAL CHALLENGES TO PREPARE BOYS FOR SECONDARY SCHOOL EDUCATION. 4462837 523185 4467923 ARTS PROGRAM - BEGINNING IN GRADE 4, THE STUDENTS ARE INTRODUCED TO A SIX-YEAR SEQUENTIAL CURRICULUM IN THE ARTS BEGINNING WITH STUDIO ART, DRAMA, MUSIC AND WOOD SHOP. AS THE STUDENT PROGRESSES THROUGH EACH GRADE OTHER ARTS PROGRAM OFFERINGS BECOME AVAILABLE, SUCH AS CERAMICS AND PHOTOGRAPHY. IN GRADES 8 AND 9, STUDENTS MAY SELECT FROM A BROAD ARRAY OF COURSES MENTIONED PLUS OTHERS SUCH AS PAINTING, CARTOONING, THEATER TECH, VIDEO PRODUCTION, STEEL DRUMS, GUITAR AND RHYTHM ENSEMBLE. STUDENTS ARE REQUIRED TO COMPLETE THREE ART REQUIREMENTS FOR GRADUATION: ONE EACH IN FINE ARTS, DRAMATIC ARTS AND MUSICAL ARTS. 4462837 523185 4467923 ATHLETICS PROGRAM - THIS PROGRAM PROMOTES ATHLETIC COMPETENCE, CONFIDENCE, AND ENJOYMENT FOR STUDENTS OF VARYING ATHLETIC ABILITIES AND INTERESTS. IT STRESSES LEARNING AND PRACTICING INDIVIDUAL AND TEAM SKILLS, AND IT OFFERS A VARIETY OF INDIVIDUAL AND TEAM ACTIVITIES WITH VARIOUS LEVELS OF COMPETITION. AT ALL LEVELS GOOD SPORTSMANSHIP IS EMPHASIZED AS THE PRIMARY LESSON TO BE LEARNED FROM A WELL ORGANIZED ATHLETIC PROGRAM. SPORTS OPTIONS, DEPENDING ON GRADE, INCLUDE SOCCER, FOOTBALL, CROSS COUNTRY, TRACK, BASKETBALL, WRESTLING, ICE HOCKEY, TENNIS, AND ALSO ALLOWS FOR SPORTS ALTERNATIVE WITH PARENTAL/SCHOOL APPROVAL. 17851349 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 1 0 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 71 0 1 222 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA X STEPHANIE TAYLOR BUSINESS MANAGER 9783695800 516 MONUMENT STREET CONCORD MA 01742 DEREK R BOONISAR HEAD OF SCHOOL 40.00 X X 423135 0 159810 JEFFREY W ADAMS TRUSTEE 5.00 X 0 0 0 CHRISTOPHER ANDERSON TRUSTEE 5.00 X 0 0 0 ELIZABETH CHANG ASSISTANT TREASURER 5.00 X X 0 0 0 ANDREA DARLING CHAIR 10.00 X X 0 0 0 MELISSA DER CLERK 5.00 X X 0 0 0 EDWARD GILLICK JR TRUSTEE 5.00 X 0 0 0 JEFFREY GOWER TRUSTEE 5.00 X 0 0 0 G ZACHARY GUND TRUSTEE 5.00 X 0 0 0 LAURA C JOHNSON TRUSTEE 5.00 X 0 0 0 MATTHEW KILMARTIN ASSISTANT CLERK 5.00 X X 0 0 0 RACHEL J KRAMER VICE-CHAIR 5.00 X X 0 0 0 MARYELLEN LACAMERA TRUSTEE 5.00 X 0 0 0 GINA LAROCHE TRUSTEE 5.00 X 0 0 0 NEVILLE MCCAGHREN TRUSTEE 5.00 X 0 0 0 MELISSA MCCRAY TRUSTEE 5.00 X 0 0 0 CAROL C MORIARTY TRUSTEE 5.00 X 0 0 0 TARAGH T MULVANY CHAIR 5.00 X X 0 0 0 TINA MURDOUGH TRUSTEE 5.00 X 0 0 0 TANYA OBLAK TREASURER 5.00 X X 0 0 0 EDWARD V PARSONS TRUSTEE 5.00 X 0 0 0 HARRIS ROSENHEIM EX-OFFICIO 5.00 X 0 0 0 HILARY N STEINERT TRUSTEE 5.00 X 0 0 0 COLLINS A TABIRI TRUSTEE 5.00 X 0 0 0 PATRICIA WOODWARD TRUSTEE 5.00 X 0 0 0 DAVID A PLATT ASSOC. HEAD FOR FINANCE & OPERATIONS 40.00 X 256006 0 77527 REBECCA LOMBARDO DIRECTOR OF ADVANCEMENT 40.00 X 172312 0 43438 NATHANIEL CARR ASST. HEAD OF SCHOOL 40.00 X 147736 0 67054 DAVID IRWIN HEAD OF UPPER SCHOOL 40.00 X 143313 0 14538 JENNIFER SHEEHY DIR. OF MARKETING/COMMUNICATIONS 40.00 X 130979 0 58979 KATE WADE MS DIVISION HEAD 40.00 X 128780 0 51566 1402261 0 472912 53 0 1 0 FLIK - COMPASS GROUP USA PO BOX 417632 BOSTON MA 022417632 FOOD SERVICE 802129 BEDFORD CHARTER SERVICE INC 11 RAILROAD AVENUE BEDFORD MA 01730 TRANSPORTATION 774122 MENARD AND SONS INC PO BOX 601 BURLINGTON MA 01803 LANDSCAPING 257565 AID MAINTENANCE CO II INC PO BOX 1962 PAWTUCKET RI 028620476 CLEANING 255429 ACCESSIO STRATEGIES LLC PO BOX 74 PORTSMOUTH NH 03802 CAMPAIGN PLANNING CONSULTANT 135000 6 1753995 84600 1753995 SCHOOL TUITION 611600 14713195 14713195 SUMMER CAMP PROGRAM 611710 1930278 1930278 AUXILIARY SERVICES 611600 661218 661218 STUDENT FEES 611600 373575 373575 OTHER 611600 100954 100954 62537 62537 17841757 257400 257400 91989 88903 3086 3086 3086 84332 11627 0 7204 84332 4423 88755 88755 TUITION REFUND INSURANCE 900099 29936 29936 29936 19974929 17871693 0 349241 2092739 2092739 908354 908354 9405331 7307534 1452512 645285 561838 394312 132066 35460 2510702 1681817 670697 158188 62389 62389 81108 81108 219138 219138 55637 55637 199895 164645 25000 10250 83212 82392 820 370444 370444 965468 903872 29133 32463 5280 379 4901 113065 94700 14317 4048 321356 297576 11247 12533 1283539 1188557 44924 50058 170831 158190 5979 6662 PROGRAM SUPPORT SUPPLIE 2467980 2467980 EQUIPMENT RENTAL AND MA 454844 421185 15920 17739 MISC ADMINISTRATIVE EXP 414830 159144 78588 177098 PRINTING AND PUBLICATIO 105737 65883 3171 36683 22853717 17851349 3591042 1411326 6697731 7640273 19418 8668 172667 164232 520073 529377 58666885 22342737 36994024 36324148 53940862 59113570 98344775 103780268 2050562 2507524 4656656 5544598 7764940 7423192 14472158 15475314 X 43647938 44311287 40224679 43993667 83872617 88304954 98344775 103780268 -2878788 7311125 0 X 0 1 X 1 0 X 3397058 4532565 2811316 1652530 1753995 14147464 3397058 4532565 2811316 1652530 1753995 14147464 2127516 12019948 1306104 2175401 1204033 359300 349389 5394227 60 308 73188 8966 82522 19624213 81250832 0.61250 0.60860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53789837 88018 7403748 906538 1357409 59017656 49202823 176957 6487506 792981 1284468 53789837 41108944 1214212 4902125 738703 1258556 45228022 49981953 1264484 -8110758 641164 1385571 41108944 36908504 1202405 13465427 1594383 49981953 0.26000 0.74000 0.00000 0 0 9204633 9204633 46349474 20423948 25925526 2644064 1918789 725275 468714 468714 36324148 X 25282218 7311125 88903 7400028 17882190 2092739 2092739 19974929 20849881 88903 88903 20760978 2092739 2092739 22853717 PART V, LINE 4: THE INTENDED USES OF THE SCHOOL'S ENDOWMENT FUNDS ARE FOR FACULTY SALARIES AND MERIT INCREASES, FACULTY ENRICHMENT, FACULTY/STAFF TRAVEL GRANTS, FINANCIAL AID, SCHOLARSHIPS, PHILANTHROPY FUND, FOUNDERS FUND FOR EDUCATION INNOVATION, AND SUPPORT FOR FACULTY/STAFF CHILDREN ATTENDING THE FENN SCHOOL. PART X, LINE 2: ACCOUNTING FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS IS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF 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. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE SCHOOL HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS DETERMINATIONS OVER WHICH OF ITS ACTIVITIES ARE RELATED AND UNRELATED AS ITS ONLY TAX POSITIONS; HOWEVER, THE SCHOOL HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE SCHOOL IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. THE SCHOOL'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 88,903. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION INCOME ON FINANCIAL STATEMENTS 2,092,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 88,903. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID NETTED AGAINST TUITION INCOME ON FINANCIAL STATEMENTS 2,092,739. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISEMENTS IN COMMUNITY NEWSPAPERS, CATALOGUES AND ORGANIZATION'S WEBSITE. X X X X 1 COMMUNITY COUNSELING SERVICES LLC 527 MADISON AVE NEW YORK NY 10022 CAMPAIGN CONSULTANT 0 0 78000 0 ACCESSIO STRATEGIES LLC PO BOX 74 PORTSMOUTH NH 03802 CAMPAIGN CONSULTANT 0 0 141138 0 219138 MA 1 TUITION FINANCIAL AID 61 0 2092739 FAIR MARKET VALUE REDUCTION IN TUITION PART I, LINE 2: GRANTS FOR FINANCIAL AID ARE NEED-BASED AND AWARDED BY THE FINANCIAL AID COMMITTEE AS DETERMINED BY FINANCIAL DISCLOSURE INFORMATION PROVIDED BY THE FAMILY OF THE RECIPIENT. X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 DEREK R BOONISAR HEAD OF SCHOOL 414901 0 0 0 8234 0 74200 0 85610 0 582945 0 0 0 DAVID A PLATT ASSOC. HEAD FOR FINANCE & OPERATIONS 255120 0 0 0 886 0 40237 0 37290 0 333533 0 0 0 REBECCA LOMBARDO DIRECTOR OF ADVANCEMENT 172258 0 0 0 54 0 18553 0 24885 0 215750 0 0 0 NATHANIEL CARR ASST. HEAD OF SCHOOL 147513 0 0 0 223 0 29789 0 37265 0 214790 0 0 0 JENNIFER SHEEHY DIR. OF MARKETING/COMMUNICATIONS 130568 0 0 0 411 0 14119 0 44860 0 189958 0 0 0 KATE WADE MS DIVISION HEAD 128555 0 0 0 225 0 13956 0 37610 0 180346 0 0 0 DAVID IRWIN HEAD OF UPPER SCHOOL 143158 0 0 0 155 0 14538 0 0 0 157851 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES THE HEAD OF SCHOOL A RESIDENCE FOR PERSONAL USE. THE HOUSING BENEFIT IS NOT TAXABLE PURSUANT TO IRC SEC. 119. THE ESTIMATED VALUE OF THIS BENEFIT FOR THE TAX YEAR WAS $48,000, AND THIS AMOUNT HAS BEEN INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (D) OF SCHEDULE J, AND COL. D OF THE FORM 990, PART VII. IN ADDITION, THE HEAD OF SCHOOL WAS PROVIDED A TAXABLE ALLOWANCE OF $7,098 FOR HEALTH CLUB DUES. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2018-01-04 4700000 REFINANCE OF PREVIOUS 2008 & 2012 BOND 0 0 0 B MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2018-05-16 4700000 PURCHASE OF PROPERTY & LAND 0 0 0 A 793148 4700000 4700000 2013 1 0 1 1 B 440786 4700000 4700000 2018 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 X 18 84600 FAIR MARKET VALUE 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF GIFTS RECEIVED FOR THE SECURITIES CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS SUBMISSION TO THE IRS, THE FORM 990 IS REVIEWED BY A COMMITTEE WHICH CONSISTS OF MEMBERS OF THE FINANCE COMMITTEE, AS WELL AS THE CHAIR, VICE-CHAIR, AND TREASURER OF THE BOARD. IN ADDITION, A PUBLIC DISCLOSURE COPY OF THE FORM 990 IS PROVIDED TO THE FULL BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES SHALL COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. NO TRUSTEE, COMMITTEE MEMBER, OFFICER OR EMPLOYEE SHALL ENGAGE IN ANY ACTION OR ACTIVITY, ACTING ON BEHALF OF THE CORPORATION, WHICH ALSO RESULTS IN A GAIN OR ADVANTAGE TO THAT INDIVIDUAL OR TO A MEMBER OF HIS OR HER IMMEDIATE FAMILY OR A BUSINESS ORGANIZATION IN WHICH SUCH PERSON HAS A SIGNIFICANT INTEREST SUCH THAT SUCH INDIVIDUAL MAY BE DEEMED TO HAVE AN "INTEREST" IN THE TRANSACTION (HEREINAFTER, AN "INTERESTED PERSON"), WITHOUT COMPLIANCE WITH SUCH APPROPRIATE REQUIREMENTS WITH RESPECT TO DISCLOSURE AS THE BOARD OF TRUSTEES OF THE CORPORATION MAY ESTABLISH FROM TIME TO TIME. IN ADDITION, NO PERSON WHO MAY BE DEEMED INTERESTED IN ANY MATTER BASED ON HIS OR HER CAPACITY AS TRUSTEE, COMMITTEE MEMBER, OFFICER OR EMPLOYEE SHALL VOTE OR USE HIS OR HER PERSONAL INFLUENCE ON THE MATTER, AND HE OR SHE SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE APPLICABLE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THE ABSTENTION BY SUCH INTERESTED PERSON(S) FROM VOTING, THE QUORUM COUNT, AND THAT A DISCLOSURE OF SUCH POTENTIAL CONFLICT OF INTEREST WAS MADE AT THE MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL'S THREE YEAR CONTRACT IS REVIEWED BY MEMBERS OF THE BOARD'S COMPENSATION COMMITTEE, TYPICALLY WITH THE HELP OF AN OUTSIDE CONSULTANT. ON A REGULAR BASIS (LAST TIME, IN OCTOBER 2023) WE BENCHMARK THE HEAD OF SCHOOL'S COMPENSATION (CASH AND BENEFITS) AGAINST OTHER EQUIVALENT SCHOOL HEADS. WHEN CONSIDERING AN ADJUSTMENT IN CFO COMPENSATION, AT A MINIMUM, THE SCHOOL WILL BENCHMARK THE POSITION AGAINST PEER SCHOOLS, LIKELY WITH THE HELP OF AN OUTSIDE CONSULTANT. 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(0). IN ADDITION, THE FORM 990 WITHOUT SCHEDULE B IS AVAILABLE VIA CANDID (GUIDESTAR) AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE.