NBOA Library

  • Procedures

Withdrawal Checklists

Mar 21, 2014, 8:23 PM
A compilation of three schools' withdrawal checklists collected with the assistance of Carolyn Hapeman.
  • Endowment
  •   |   Investments
  •   |   Research

2013 Commonfund Benchmarks Study of Independent School Endowments

Mar 2, 2014, 2:33 PM
  • Research
  •   |   Risk Management

NBOA United Educators Risk Management Study

Jan 3, 2014, 6:59 PM
NBOA and United Educators partnered in the Fall of 2012 to conduct a review of 1600 claims paid by United Educators between 2007-2012. This presentation reviews the results as well as providing a
  • Investments
  •   |   Planning

Greenhill Business Club Research Template

Jan 3, 2014, 6:46 PM
  • Investments
  •   |   RFP

Investment Manager RFP (Small Endowment)

Dec 23, 2013, 5:00 AM
A two-page sample RFP for small endowments.
Attachment(s):
  • Accounting
  •   |   Compliance
  •   |   Gift
  •   |   Investments

Mission Matters

Dec 23, 2013, 5:00 AM
This article provides information about UPMIFA and FAS 117.1.
  • Facilities
  •   |   Planning
  •   |   RFP

Campus Master Plan RFP Sample 2

Dec 23, 2013, 5:00 AM
An example of a RFP for a Campus Master Plan.
Attachment(s):
  • Forms
  •   |   Reports
  •   |   Tax

Moving from the old Form 990 to the new Form 990

Dec 23, 2013, 5:00 AM
A detailed overview of the changes to Form 990. #Compliance
  • Accounting
  •   |   Audit
  •   |   Facilities
  •   |   Forms
  •   |   Tax

Functional Expense Allocation Sample 1

Dec 23, 2013, 5:00 AM
This workbook provides a framework to allocate expenses within your school using the square footage attributed to various areas.
  • Budget
  •   |   Cash Management

Multiyear Cash Flow Projections

Dec 23, 2013, 5:00 AM
This worksheet allows you to project your cash flows over a several year period.This is especially useful if you have debt covenants that require a certain amount of cash on hand at a specific time.

FEATURED

FSI26-660x440
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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