NBOA Library

  • Accounting
  •   |   Cash Management
  •   |   Endowment
  •   |   Investments

Investment Cash Flow Spreadsheet

Dec 23, 2013, 5:00 AM
Sample spreadsheet for use in tracking operating and endowment cash flow.#Reports
Attachment(s):
  • Cash Management
  •   |   Contract
  •   |   Policy

Credit Card Cardholder Agreement Sample 1

Dec 23, 2013, 5:00 AM
Outlines the employees responsibility regarding use, credit limit, supporting documentation requirements, etc.
  • Contract
  •   |   Facility Rental

Facility Rental Contract Sample 2

Dec 23, 2013, 5:00 AM
A sample facility rental contract that outlines the school's policy on facility rental. The policy includes the areas that are available, as well as the price for each area. It also outlines their
  • Governance
  •   |   Leadership

Financial Sustainability: A Luxury Brand Perspective- Part Two

Dec 23, 2013, 5:00 AM
The second piece of a two-part presentation which examines the importance of the emotional connections made with students, parents, alumni, faculty, and staff and identify how aligning the school's
  • Investments
  •   |   RFP

Investment Manager RFP (Letter Form)

Dec 23, 2013, 5:00 AM
A three-page sample RFP.
  • Compensation Strategies
  •   |   Employee Benefits
  •   |   Policy
  •   |   Salary

Compensation Philosophy Development Guidelines

Dec 23, 2013, 5:00 AM
A set of guidelines to be used to develop a compensation philosophy.
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
  • Contract
  •   |   Pandemic
  •   |   Risk Management

Contingency Clauses- Force Majeure and Enrollment

Dec 23, 2013, 5:00 AM
Description of what a Force Majeure Clause is intended to accomplish, as well as examples.  These policies are provided to assist member schools looking for guidance in creating their own policies. 
  • Debt
  •   |   Financing
  •   |   Planning

Bond Financing 101

Dec 23, 2013, 5:00 AM
Tax exempt financing #Reports
Attachment(s):

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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