NBOA Library

  • Compensation Strategies
  •   |   Compliance
  •   |   Employee Benefits
  •   |   Key Compensation

Benefits Compliance Quick Reference

Mar 18, 2022, 4:27 PM
The attached benefits compliance quick reference can be used to assist with your compliance efforts in regard to key federal laws such as ERISA and the ACA.
  • Food Service
  •   |   Key Auxiliary
  •   |   RFP

Food Service RFP

Mar 10, 2022, 8:40 PM
A sample food service request for proposal that outlines the scope of services, objectives, and agreed-upon contract terms.
  • Endowment
  •   |   Investments
  •   |   Research

2021 Commonfund Study of Independent Schools

Feb 21, 2022, 6:24 PM
This report presents the 2021 results from the Commonfund Study of Independent Schools endowment management practices and policies. Learn about trends in investment returns, asset allocation, fund
  • Leadership
  •   |   Planning
  •   |   Research

Financial State of the Industry: BIIS Financial and Operational Indicators: Pandemic Years 2019-2021

Feb 18, 2022, 4:38 PM
This report considers financial and operational data from the first two school years impacted by the COVID-19 pandemic. Some key indicators, such as net tuition revenue, showed a decline, which may be
  • Accounting
  •   |   Audit
  •   |   Tax

Tax Compliance Considerations for Not-for-Profit Independent Schools

Jan 14, 2022, 10:04 PM
While a tax-exempt school is not required to pay federal income taxes, it may have other types of tax requirements. And in order to maintain tax-exempt status, a not-for-profit independent school must
Attachment(s):
  • Facilities
  •   |   RFP
  •   |   Safety and Security

Campus Safety and Security Audit RFP

Jan 3, 2022, 7:49 PM
Here is a sample of an RFP for a safety and security audit. ​​​
  • Accounting
  •   |   Cash Management
  •   |   Technology

Cryptocurrency FAQs

Nov 19, 2021, 2:48 PM
Frequently asked questions about cryptocurrency for independent schools from Armanino and NBOA.
Attachment(s):
  • Employee Handbook
  •   |   Pandemic
  •   |   Risk Management

Employee Vaccine Mandate Policy Sample

Nov 4, 2021, 1:52 PM
This sample is provided to assist member schools looking for guidance in creating their own documents. NBOA has not conducted an independent legal review of this sample and does not guarantee
  • Enrollment
  •   |   Financial Aid
  •   |   Tuition

Tax Document Reference Chart

Oct 29, 2021, 1:32 PM
Financial Aid platforms verify the IRS W-2 and 1040 tax documents. These documents are reference guides for following where those numbers are located on the tax returns.
  • Employee Benefits
  •   |   Employee Handbook
  •   |   Key Enrollment
  •   |   Tuition Remission

Tuition Remission Policy Samples

Oct 27, 2021, 1:14 PM
Attached are sample tuition remission policies for employees addressing several different circumstances.