NBOA Library

  • 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.
  • 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
  • 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):
  • 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):
  • Accounting
  •   |   Compliance
  •   |   Policy
  •   |   Procedures

Accounting Policy Manual

Dec 23, 2013, 5:00 AM
A thorough overview of the school's finances. This document includes financial aid, accounting, endowment funds, financial aid, loans, salaries, telephone expenses, etc.
Attachment(s):
  • Financial Aid
  •   |   Policy
  •   |   Procedures

Financial Aid Policy and Award Process Sample 2

Dec 23, 2013, 5:00 AM
A sample of a financial aid policy.
  • Accounting
  •   |   Audit
  •   |   Procedures

Monthly/Quarterly Closing Checklist

Dec 23, 2013, 5:00 AM
The checklist provides a guideline for potential areas that need closing entries each month or quarter.

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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