Net Assets Financial Management Articles

Financial Management

CEO Notebook  

  • Leadership
  • | Planning

Where to Start with Mergers and Acquisitions? Three Considerations

Conversations around school mergers have shifted from reactive to proactive. It’s not about failure, but rather preparing for the future.
3 min read
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  • Facility Rental
  • | Financing

Found Money: Untapped Income Opportunities

Look closer. Could there be untapped income opportunities in your facilities, your programs, your operating cash and reserves?
12 min read
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  • Accounting
  • | Audit

Making a Statement This item is protected.

Near and distant changes to not-for-profit audits should provide greater transparency and consistency in describing school finances. “It’s an opportunity to pause and consider things from an enterprise perspective.”
12 min read
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Strategies  

  • Accounting
  • | Audit

Strategies: the Magic Binder

Reconciling every accounting fund every month may sound onerous, but it saves time and headaches down the line — especially during the annual audit.
4 min read
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  • Facilities
  • | Financing

A Capital Plan This item is protected.

From bridge financing to a unique co-location partnership, schools’ construction financing strategies reveal new levels of creativity, resourcefulness and fiscal prudence.
14 min read

CEO Notebook  

  • Budget

Three Positive Trendlines on the Cusp of Spring

Data show independent school finances improved last year, in terms of net tuition revenue, expendable financial resources and annual giving. 
3 min read
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  • Extended Day
  • | Planning

Extended Day, Extending the Brand

After-school programming can and should be much more than an afterthought. This school’s robust and thoughtful program is a powerful differentiator that fosters enrollment growth.
12 min read
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  • Endowment
  • | Investments

Coveting Thy Neighbor’s Returns

Jumping into private equity may look enticing, but it’s better to stick to the basics when investing for your school, according to Permanens.
3 min read
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Risk & Compliance  

  • Planning
  • | Risk Management

Risk & Compliance: Jump-Starting Enterprise Risk Management

Knowing the top risks other independent schools face can help your school avoid getting stuck in the early phases of a risk management program.
4 min read
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Business Intelligence  

  • Planning

Business Intelligence: Independent School Finances Gained Ground in Fiscal 2018

Data from NBOA’s Business Intelligence for Independent Schools reveals modest financial gains for schools on almost all fronts.
4 min read
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  • Endowment
  • | Investments

Stormy Markets, Steady Institutional Investors

Investment guidelines enable institutions to weather market volatility better than individuals, on average, and a crisis playbook can provide additional assurance.
3 min read
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Business Intelligence  

  • Budget
  • | Leadership

Business Intelligence: Markers of Sustainability

Assessing a school’s perceived value in the marketplace is one of several key data points that signal its financial health.
2 min read
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  • Budget
  • | Tuition Remission

Recruit, Retain, Remit: Trends in Tuition Remission This item is protected.

Invaluable for many employees but expensive for schools, tuition remission is evolving with schools' financial models.
13 min read

Projections  

  • Budget
  • | Financial Aid

The Financial Aid Conundrum

How can schools employ mission-fit financial aid awards without harming their financial health?
4 min read
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  • Endowment
  • | Leadership

Declarations of Independence This item is protected.

The end of its financial dependence on a longtime sponsor forced this school to scrutinize operations and reset its revenue and expense levers. “We were a 160 year-old toddler learning to take our financial first steps.”
9 min read
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Mission & Motivation  

  • Environmental Sustainability
  • | Investments

Mission & Motivation: Walking the Talk: Going All-In for Environmental Sustainability

The Northwest School’s long-held commitment to sustainability comes full circle in its purchasing policy, dining, facilities, transportation and, most recently, its investment policy.
4 min read
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  • Planning
  • | Safety and Security

Using Head, Not Heart in School Emergency Planning

While active shooter events draw overwhelming attention, sympathy and concern, reactions to them should not drive a school’s safety and preparedness policies, said safety experts from Kiernan Group Holdings in a recent N
2 min read
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  • Budget
  • | Leadership

Unsung Hero: Diana Rego, Mercy High School

Rego provides strategic counsel and has modernized everything from collections and benefits to campus security and financial aid.  
2 min read
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  • Regulatory Updates
  • | Tax

NBOA Alert: Continued Impact of the Tax Cuts and Jobs Act on Independent Schools

Article by Jennifer Osland Hillen
2 min read

CEO Notebook  

  • Budget
  • | Planning

An Open Letter from Jeff Shields To NBOA Members About BIIS

How is the BIIS data-collection platform different, and how can it help you?
3 min read