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NBOA Library

  • Cash Management
  •   |   Planning

NBOA Long-Range Financial Model Instruction Manual

May 19, 2025, 4:39 PM
This manual provides step-by-step instructions for loading data into and using the various tools found in NBOA's Long-Range Financial Model for Independent Schools V2.0.
  • Cash Management
  •   |   Key Strategic Finance
  •   |   Planning

NBOA Long-Range Financial Model

May 19, 2025, 4:39 PM
This powerful new version of NBOA's popular tool features a cash flow analysis, the ability to incorporate debt and enhanced visualizations. The model also incorporates scenario planning to provide three options for your 10-year financial forecast.
  • Forms
  •   |   Hiring
  •   |   Risk Management

Employee Hire Checklist Samples

May 7, 2025, 9:30 AM
Attached are examples of exit checklists and termination letters to use when an employee is leaving the school.
  • Endowment
  •   |   Investments
  •   |   Research

Tracing Twenty: Independent School Endowment Management FY2005-FY2024

Apr 28, 2025, 3:55 PM
This special publication of Commonfund Institute and NBOA commemorates 20 years of our annual report on independent schools’ investment performance and governance practices.

Account Reconciliation Process

Apr 28, 2025, 12:46 PM
This document outlines the steps required to complete an account reconciliation.  
  • Budget
  •   |   Planning
  •   |   Research

Financial State of the Industry BIIS Financial and Operational Indicators: 2022-2024

Mar 25, 2025, 2:14 PM
The only research study based on the audited financial statements of independent schools, this report includes an executive summary and analysis of 17 financial indicators.
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Salary

Employee Compensation Survey for Board Members

Feb 23, 2025, 7:38 PM
This document provides considerations and a basic template for a survey to gather input on employee compensation from board members.
Attachment(s):
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Salary

Employee Compensation Survey

Feb 23, 2025, 7:38 PM
This document provides considerations and a basic template for a survey to gather input from employees on compensation offerings.
Attachment(s):
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Salary

Compensation Focus Group Resources

Feb 23, 2025, 7:38 PM
This document provides considerations and resources for schools to use with employee focus groups while performing a compensation study.
Attachment(s):
  • Endowment
  •   |   Investments
  •   |   Research

2024 Commonfund Study of Independent Schools

Feb 20, 2025, 8:14 AM
This report presents the 2024 results from the Commonfund Study of Independent Schools endowment management practices and policies.