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About the Board of Trustees

The Montessori School’s Board of Trustees is responsible for establishing broad policy, goals that align with and advance the school’s mission, vision, and strategic goals. The Board is also responsible for the school’s financial stability, establishing and maintaining bylaws that conform to legal requirements, hiring and overseeing the Head of School, and focusing its primary work on long-range, strategic issues. Currently, our Board is focusing on the sustainability of four pillars important to the school: Environmental, Financial, Program, and Community.

The Board of Trustees is comprised of no less than eight and no more than 22 members. Trustees serve for a three-year term with a limit of three terms. Trustee nominations must be approved by three-fourths of the Board. Trustees meet monthly for board meeting business as well as once a year at the strategic planning retreat.

Trustees also serve on one or more of the Board’s standing committees: Committee on Trustees; Finance and its subcommittee, Buildings and Grounds; Development; and the Head’s Advisory Committee. Special or ad hoc committees may be created in any given year. These committees are given a finite lifetime that coincides with the conclusion of their duties. The Board of Trustees is the governing body of The Montessori School. Members have a significant commitment to the school and its welfare. The Chair of the Board heads the Executive Committee.  

Trustee Position Description

Position Title:  Member of the Board of Trustees

Length of Term:  Three years (three term limit)

Reports To:  Entire Board of Trustees

 

The Board of Trustees is legally and ethically responsible for all activities of the organization. To that end it:

  • Determines how the organization will carry out its mission through long and short-range planning
  • Adopts an annual budget and provides fiscal oversight
  • Recruits, orients, and develops board members
  • Hires and evaluates the performance of the head of school
  • Evaluates its performance and overall performance of the organization in achieving the mission
  • Establishes policies for the effective management of the organization

 

Responsibilities

  • Understand and promote the organization’s mission
  • Be familiar with the organization’s programs, policies, and operations
  • Attend board meetings and appropriate committee meetings
  • Actively serve on at least one committee (Trustee, Finance, Development, Head’s Advisory) and offer to take on special assignments
  • Review agenda and supporting documents prior to meetings
  • Make an annual contribution to the organization commensurate with ability
  • Participate in fundraising activities and special events
  • Strictly adhere to conflict of interest policies
  • Strictly adhere to confidentiality policies
  • Participate in an annual Head of School evaluation and Board evaluation 

 

Time Demands (approximate)

  • Attend and actively participate in board meetings (10 monthly board meetings, approximately two hours in length, on the third Monday of each month, except July and August)
  • Attend and actively participate in committee meetings and related work (one to three hours per month as determined by the committee)
  • Attend and actively participate in the annual planning retreat (one weekend day)
  • Attend special events such as fundraisers and ground breaking ceremonies (two fundraisers per year recommended)
  • Attend new board member orientation (approx. one hour)

 

Financial and Resource Development Expectations

  • Make an annual gift “commensurate or significant according to your circumstance” to TMS (in order to achieve 100% board giving)
  • Recruit sponsors, as needed
  • Identify and cultivate potential donors

Trustees

Karen Walsh, Chair, kwalsh@themontessorischool.us
Committee on Trustees, Head’s Advisory Committee

Sue Zaharchuk, Vice Chair, szaharchuk@themontessorischool.us
Development Committee, Head’s Advisory Committee

Julia Levin ’02, Secretary, jlevin@themontessorischool.us
Committee on Trustees

Kimberly Burke, kburke@themontessorischool.us

Marjorie Horton, mhorton@themontessorischool.us

Rachel Shearon, rshearon@themontessorischool.us

Ngoc Tran, tngoc@themontessorischool.us

Rashida Welbeck, rwelbeck@themontessorischool.us

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