Library

NBOA Library

  • Endowment
  •   |   Reports

Unitization Sample Report

Dec 23, 2013, 5:00 AM
A basic report to allocate the value of various "named funds" invested jointly in one account.
Attachment(s):
  • Boards and Trustees
  •   |   Key Governance

Role of Building and Grounds Committee Sample

Dec 23, 2013, 5:00 AM
A sample document that states the role of the building and grounds committee ​
  • Boards and Trustees
  •   |   Reports

Sample Dashboard Example 2

Dec 23, 2013, 5:00 AM
This dashboard, in Excel, is an example of a quick way, using your financial statements, to visually see areas of concern.
  • Employee Benefits
  •   |   Employment
  •   |   Key Compensation

Benefits Statement Samples

Dec 23, 2013, 5:00 AM
Examples of documents which list the benefits available to employees.
  • Budget
  •   |   Facilities

5-Year Facilities Plan (Excel format)

Dec 23, 2013, 5:00 AM
A five-year plan created in Excel and editable to suit your school's needs.
Attachment(s):
  • Accounting
  •   |   Compliance
  •   |   Tax

Gaming (including Raffles) for Tax Exempt Organizations

Dec 23, 2013, 5:00 AM
IRS Publication addressing the rules for gaming in Tax Exempt Organizations which also address the taxability of raffles, etc. Last updated 10/18. #Policy
  • Facilities
  •   |   RFP

Facilities RFP Framework

Dec 23, 2013, 5:00 AM
A generic framework on the areas that can normally be included in an RFP for a facilities audit
  • Facilities
  •   |   Maintenance

Facility Self Inspection Checklist

Dec 23, 2013, 5:00 AM
A checklist of how the facilities are being managed, along with a grading scale to make sure things are up to code.
  • Contract
  •   |   Tuition

Prepaid Tuition Agreement

Dec 23, 2013, 5:00 AM
An agreement between the school and student that states that the student can pay two years of their tuition now.
Attachment(s):
  • Endowment
  •   |   Gift
  •   |   Investments

Principles of Non-profit Investment from Commonfund

Dec 23, 2013, 5:00 AM
Latest Version uploaded 11/10/21Overview of the key issues governing non-profit investment management.

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