Center for Guardianship Certification

“A management contract outlines the services being provided to the organization. That contract is approved by the board of trustees. Any changes to those services requires an addendum to the contract and approval by the board of trustees.”

“The 990 is given to the treasurer before it is filed with the irs. The executive director can execute financial documents on behalf of the organization per the management contract.”

“Each year the board of trustees is provided the conflict of interest policy and disclosure statements. They are asked to read and sign the documents. These documents are kept on file. Potential conflicts throughout the year are addressed by the executive director and president of the board.”

“Sixty days prior to the management contract expiration, a letter is sent to the president of the organization and shared with the board of trustees. The letter outlines any changes in the management contract or services and compensation requested. The letter is discussed and voted on at the budget meeting of the board of trustees. During that meeting the board discusses any performance or contract delivery issues that may have arisen.”

“Upon request documents are made available to anybody who asks for them. They are public documents.”

“Started new finance certificate program; started work on new special needs trust certificate program; began diversity, equity and inclusion effort.”

“Keith bell / financial certification design $48sally hurme / consulting $20800”

“The organization has entered into a contract with a management company. Calabrese management, inc., ein: 25-1874170, handles all management, financial, program and administrative duties for the organization. The company averaged 67 hours per week working for the organization in 2021.”