Once the province of colleges and universities, the CFI has helped early adopters in independent schools plan for long-term stability and communicate financial priorities.
4 min read
It doesn’t have to be an exercise in frustration. Tips from a 20-year audit veteran.
3 min read
5 Minutes with
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Accounting
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Risk Management
When it comes to weaknesses in schools’ internal controls, these CPAs have seen it all. Here’s how to protect your school’s finances, reputation and future.
10 min read
NetAssets.org web exclusive
2 min read
Independent school endowment returns rose regardless of school size.
2 min read
Risk & Compliance
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Planning
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Risk Management
A comprehensive plan that enables a school’s core offerings to continue after an emergency can not only save time and money during the recovery, but also foster community and connections.
4 min read
Leaders today struggle to strike the right balance between using data, intuition and judgment when making decisions.
3 min read
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Gift
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Investments
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Planning
From the archives: Unexpected donations present schools with wonderful opportunities, and sometimes challenges. “It’s really hard to turn down big money.”
10 min read
Little-known rule lets qualifying schools limit donor reporting to contributions larger than the standard $5,000 threshold.
3 min read
Why should business officers take the time to enter data into BIIS (Business Intelligence for Independent Schools), NBOA’s new data collection and reporting platform? Besides the fact that it was built for business offic
4 min read
Nonprofit independent schools must address two accounting standard updates, one before the start of the new fiscal year and the other the year after, in most cases.
10 min read
Schools should closely examine their bank-based tax-exempt financing to determine if tax changes triggered a reissuance.
3 min read
This person can be a “three-fer,” providing leadership in the business office, the perspective of a consultant and guidance in the hiring of the new CFO.
12 min read
Initial reporting from BIIS data-collection platform reveals modest declines in schools’ financial footing. Is the trend real — or a temporary illusion?
3 min read
But W-4s will likely not change for at least another year.
2 min read
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Debt
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Regulatory Updates
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Tax
Independent schools might breathe a small sigh of relief in reviewing the final compromise version of the sweeping tax overhaul legislation released December 15 by the House and Senate conference committee. The 1,097-pag
4 min read
The GOP rush toward major tax legislation accelerated last night when Alabama GOP Senate candidate Roy Moore lost in an upset to Democrat Doug Jones, adding to pressure on the party to notch a legislative win. In a final
2 min read
Experts believe the final version of the federal tax bill that reconciles the House and Senate versions will likely pass by year's end. Details are uncertain, but it is likely that tax-exempt lending will take a hit.
2 min read
Our facilities colleagues have a lot to teach us. Bring them to the decision-making table sooner rather than later.
3 min read
