Resources

NBOA membership provides access to a wide range of resources that help you stay on the cutting edge of industry knowledge and strengthen the financial and operational health of your school.

Resources by Topic

Browse tools and content across NBOA's main website, NBOA Connect, NetAssets.org and the Annual Meeting website.

Webinar Archive

Watch evergreen presentations on-demand, at your convenience.

Long-Range Financial Model for Day Schools

This easy-to-use, customized ten-year budget model creates charts and graphs which can easily be dropped into dashboards or other presentations.

Composite Financial Index (CFI)

Produce a complete picture of your institution's financial strengths and weaknesses in a single score, which can help drive strategic conversations.

The NBOA Financial Dashboard

Identify, understand and monitor the essential financial indicators that have the greatest impact on your school’s financial health.

Demographic Data

Research demographic patterns and trends in the neighborhoods surrounding your school.

Regulatory Updates

Stay up to date on the latest regulatory changes that impact independent schools.

"I have found the online resources to be some of the best I have ever used. The daily discussion forums and the online library are alone worth the membership cost. We have used many of the forms, policies, RFPs, and models in our work here."

Shaun Buckler

Shaun Buckler

Director of Finance & Operations, Moses Brown School

Featured

Cover of Financial State of the Industry

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

The only research study based on the audited financial statements of independent schools, the Financial State of the Industry draws on data from hundreds of NBOA member schools collected in the BIIS platform. 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 occurred both before the COVID-19 pandemic and as a result of it.

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