NBOA Library

  • Leadership
  •   |   Planning
  •   |   Research

Financial State of the Industry: BIIS Financial and Operational Indicators: 2019-2020

Feb 21, 2021, 9:17 PM
This report considers financial and operational data from the singular 2019-20 school year, which ended with remote instruction for most independent U.S. schools. Changes in schools’ financial health
  • Endowment
  •   |   Investments
  •   |   Key Endowment
  •   |   Research

2020 Commonfund Study of Independent Schools

Feb 19, 2021, 3:55 AM
This report presents the 2020 results from the Commonfund Study of Independent Schools endowment management practices and policies. Learn about trends in investment returns, asset allocation, fund
  • Employee Benefits
  •   |   Employment
  •   |   Termination

Voluntary Early Retirement Plans

Feb 17, 2021, 6:56 PM
This page includes an eligibility letter and a general release from the voluntary early retirement plan offered by a member school.
  • Employee Handbook
  •   |   Employment
  •   |   Human Resources

School Organizational Chart Samples

Feb 17, 2021, 4:36 PM
Attached are sample organizational charts which have been provided by member schools to assist other schools looking for guidance in creating their own documents.
  • Cybersecurity
  •   |   Policy
  •   |   Risk Management

Written Information Security Plan (WISP) Sample

Feb 17, 2021, 1:35 PM
Attached is a sample Written Information Security Plan (WISP).  This document was provided by a member school to assist other schools looking for guidance in creating their own RFPs.  NBOA has not
Attachment(s):
  • Compensation Strategies
  •   |   Contract
  •   |   Employee Benefits
  •   |   Salary

Head of School Contract Sample

Feb 16, 2021, 8:39 PM
The attached head of school contract samples are provided to assist member schools looking for guidance in creating their own documents.

Rethink Change: Key Education Influencer Perspectives on the Year Ahead

Feb 1, 2021, 6:34 PM
An e-book created by Blackbaud that dives into ways K–12 schools should use the current environment to advance their institutions. Features perspectives from NBOA President & CEO Jeff Shields and
  • Investments
  •   |   Key Endowment
  •   |   Policy

Investment Policy Statement Samples

Jan 28, 2021, 1:03 PM
Attached are several samples of investment policy statements, including one for a student club and one specific to a 403(b) plan.These samples are provided by member schools to assist other schools
  • Enrollment
  •   |   Financial Aid
  •   |   Tuition

Tuition Revenue-Enrollment Matrix by the Kiski School

Jan 27, 2021, 6:57 PM
The Kiski School created this Excel spreadsheet that shows how school revenue is impacted by differing levels of enrollment, tuition and financial aid.
  • Pandemic
  •   |   Risk Management
  •   |   Summer Camp

Summer 2021 Programs Pandemic Checklist by SPARC

Jan 25, 2021, 3:51 PM
The Summer Programs and Auxiliary Revenue Collaborative (SPARC) has developed a checklist for independent schools seeking to run safe and successful summer programs in 2021, which are likely to be