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NBOA Library

  • Accounting
  •   |   Compliance
  •   |   Forms
  •   |   Legal
  •   |   Reports
  •   |   Tax

Reviewing the IRS Form 990

Mar 24, 2015, 2:47 PM
Five tips and best practices for preparing and reviewing the Form 990
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Tax

Employee Meals Taxability

Mar 24, 2015, 2:22 PM
Guidance on the taxability of the value of meals provided to employees.This sample is provided by a business affiliate to assist member schools looking for guidance.  NBOA has not conducted an
  • Endowment
  •   |   Investments
  •   |   Research

Essential Not Optional

Mar 11, 2015, 8:15 PM
2012 White Paper on endowment investments
Attachment(s):
  • Budget
  •   |   Endowment
  •   |   Planning
  •   |   Research

Endowment Spending - Building a Stronger Policy Framework

Mar 11, 2015, 8:10 PM
2010 White paper on endowment spending
  • Endowment
  •   |   Investments
  •   |   Research

2014 Commonfund Benchmarks Study of Independent School Endowments

Mar 11, 2015, 8:01 PM
2014 annual survey of independent school endowment funds
  • RFP

Athletic Merchandise and Equipment RFP

Mar 9, 2015, 4:03 PM
A sample request for proposal for athletic merchandise and equipment
  • Employment
  •   |   Forms
  •   |   Tax

Independent Contractor Questionnaire

Feb 15, 2015, 7:10 PM
This is a simple checklist and form to use to determine whether or not someone should be considered an independent contractor.
  • Policy
  •   |   Tax

Summary of Tax Policies

Feb 15, 2015, 7:09 PM
This summary document is a list of sample policy statements for schools and universities.
Attachment(s):
  • Employee Handbook
  •   |   Policy
  •   |   Tax

2015 Mileage Reimbursement Rates

Feb 15, 2015, 7:07 PM
A one-page document on the current rate of reimbursement for mileage when an employee uses their personal auto for school purposes.
  • Tax

Three Tests for UBIT

Feb 15, 2015, 7:05 PM
Is your school subject to UBIT? This document outlines the three tests a school must 'pass' in order for the Unrelated Business Income Tax to apply to the revenue received from the activity.
Attachment(s):

FEATURED

LRFM-660x440
Plan Smarter with the Fully Updated and Expanded NBOA Long-Range Financial Model

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.

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