NBOA Library

  • 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
  • Pandemic
  •   |   Risk Management
  •   |   Summer Camp

COVID Impact on Auxiliary Programs Survey Results from SPARC

Jan 25, 2021, 3:40 PM
The Summer Programs and Auxiliary Revenue Collaborative (SPARC) conducted a survey in fall 2020 to assess the impact of the COVID-19 pandemic on independent school auxiliary operations. Results cover
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Salary

Compensation Consultant List

Dec 4, 2020, 4:50 PM
The attached list contains compensation consultants who have been recommended by member schools. This list is provided and maintained as a courtesy to members. NBOA has not vetted this list.
Attachment(s):
  • Employee Benefits
  •   |   Employment
  •   |   Salary

Staff Wage Letter Samples

Dec 3, 2020, 2:38 PM
The attached is a sample wage letter for an at-will hourly employee.
  • RFP
  •   |   Salary
  •   |   Timekeeping

Payroll Services RFP Sample

Dec 3, 2020, 1:58 PM
Attached is a sample RFP for payroll services.  This document was provided by a member school to assist other schools looking for guidance in creating their own RFPs.  NBOA has not conducted an
  • Compensation Strategies
  •   |   Employment
  •   |   RFP
  •   |   Salary

Compensation Consultant RFP Sample

Dec 3, 2020, 1:54 PM
Attached is a sample RFP for a compensation consultant.  This document was provided by a member school to assist other schools looking for guidance in creating their own RFPs.  NBOA has not conducted
Attachment(s):
  • Compliance
  •   |   Labor Law
  •   |   Salary

Employee Exemption (FLSA) Audit Worksheet

Nov 9, 2020, 5:06 PM
This worksheet was created in October of 2020 to help member schools audit their FLSA classifications and record the exemption eligibility of their employees. This record should be updated regularly

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Benchmark Against National KPIs with the Latest Financial State of the Industry Report

A research report analyzing trends across 18 key financial and operational indicators over five years. Use this report to benchmark performance, stress-test assumptions and make informed decisions, as external forces continue to challenge long-term financial sustainability.

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