The Summit Montessori School Inc

“The school's treasurer and director of finance and operations are responsible for overseeing the preparation of irs form 990 (990). The 990 and its supporting schedules were prepared by the public accounting firm, tonneson + co (tonneson), responsible for auditing the school's financial statements. Tonneson's work was based on information provided to them during the course of the audit by the school's accounting department, plus additional work requested specific to the 990. The board treasurer and one board member performed a detailed review of the completed 990 and reported the results of its review to the board of trustees. The board of trustees then voted to approve the form 990. Each member of the school's board of trustees received a copy of the 990 prior to filing the form with the irs.”

“The board of trustees requires regular annual statements from trustees, officers, employees, and individuals serving on board committees, and other designated individuals, which will require such individuals to disclose any existing or potential conflict of interest and to inform the board of trustees in the event a potential conflict of interest may arise. The board of trustees may also provide for such corrective action as it deems appropriate by reason of a failure to disclose such conflict of interest, which may include removal from a position or office. Disclosure forms shall be updated annually or sooner if changed circumstances require disclosure. All persons subject to this policy are expected to update their conflict of interest disclosure statement at any time during the year that the information requested on the form changes. The administration and maintenance of the conflict of interest disclosure statement shall be the responsibility of the president of the board of trustees, or his/her designee.”

“The board of trustees, who are not employees of the school or related to any employees of the school, meets annually to review the head of school's compensation. As part of its review, the board of trustees evaluates various criteria including, but not limited to, the school's goals and objectives, the head of school's performance, and comparative third-party compensation data.”

“The governing documents, conflict of interest policy and financial statements are made available to the public through the massachusetts attorney general's office/website and guidestar. Also, all of these documents are immediately made available to the public by calling the school's office, walking into the school's office or mailing in a request to the school.”