Joan Macy School

“A copy of the draft Form 990 is reviewed by the Director of Finance and Executive Director, and a copy of the Form 990 is sent to board members before it is filed with the IRS.”

“The Conflict of Interest policy is monitored annually and states: All employees/directors of Joan Macy School ("JMS") shall avoid any conflict of interest or appearance of conflict of interest between their own individual interests and those of JMS. Examples of activities, which could pose a conflict of interest include, but are not limited to: 1. Any conduct that is disloyal or detrimental to JMS; 2. Having a direct or indirect (including ownership by family members) financial interest in a business entity that does or seeks to do business with, or is in competition with JMS; 3. Borrowing money from companies, other than recognized financial institutions, or from individuals, with which JMS does or seeks to do business; 4. Using confidential information gained in the course of employment with JMS for outside personal gain; 5. Accepting gifts, gratuities, free trips, personal property, or other items of value from an outside person or organization as an inducement to do business with that person or organization (anything with a value of more than $25.00 should be turned over to Senior Leadership for disposition); 6. Serving as a member of the governing body of any organization whose interests may be in competition with or conflict with those of JMS; 7. Beliefs, values, and commitments that prevent staff from fulfilling their job responsibilities, use of JMS time, facilities, or other equipment or supplies for furthering them, or attempting to convince others of their personal beliefs. 8. Outside employment, if (a) it requires extra hours and effort to such an extent that it conflicts with an employee's work schedule, duties, and/or responsibilities, (b) it would be detrimental to the employee's satisfactory performance of his or her job function(s), (c) it would result in the employee conducting outside work or related activities on company property during JMS working hours or using JMS facilities and/or equipment and supplies, (d) the employee would earn profit that directly results from affiliation with JMS, or (e) it would be otherwise detrimental to the interests of JMS. Disclosure I understand that conflicts of interest or the appearance of conflicts of interest are to be avoided in the course of my employment with JMS. In the event that I have a conflict of interest or if I am unclear about whether or not I have a conflict, whether in appearance or fact, I understand that I must report such conflict or appearance of conflict to my direct supervisor immediately. I further understand that such conflict or appearance of conflict may require either divestiture of such interest or that my services as an employee may be terminated.”

“The board of directors reviews salaries and salary increases of top management officials.”

“The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.”