This Excel workbook includes a cash flow statement, unrestricted statement of operations, and balance sheet. It is an example of some of the summary financial information you may wish to prepare for your Board of Trustees
This guide produced by the Association of Technology Leaders in Independent Schools (ATLIS) and NBOA and fully updated in 2025 provides independent school business leaders need-to-know information.
The focus of this case study is how Carrollwood Day School created a faculty advancement program to help recognize outstanding teachers and keep them in the classroom.
The budget process for independent schools generally follows the same cycle every year. This document graphically represents the cycle and delineates which activities are happening during the various months of the year.
The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.
