NBOA Library

  • Enrollment
  •   |   Financial Aid
  •   |   Tuition

Tax Document Reference Chart

Oct 29, 2021, 1:32 PM
Financial Aid platforms verify the IRS W-2 and 1040 tax documents. These documents are reference guides for following where those numbers are located on the tax returns.
  • Employee Benefits
  •   |   Employee Handbook
  •   |   Key Enrollment
  •   |   Tuition Remission

Tuition Remission Policy Samples

Oct 27, 2021, 1:14 PM
Attached are sample tuition remission policies for employees addressing several different circumstances.
  • Human Resources
  •   |   Performance Management
  •   |   Policy

Remote Work Policies

Oct 26, 2021, 4:11 PM
Attachedare samples of a remote work policies. NBOA has not performed an independent legal review of these polices. No employment policy should be implemented without approval by a school's legal counsel

Insurance Broker Checklist

Aug 30, 2021, 11:58 AM
The attached checklist can be used to review the performance of a current benefits broker or to design an RFP for brokerage services. This list was provided by Arthur J. Gallagher Insurance, which

Releasing Donor Restrictions - First Dollar Spent Method

Jul 7, 2021, 5:22 PM
This clip taken from the Summer 2021 Stewarding Donor Dollars course discusses the first dollar spent approach to releasing donor restrictions and spending budgeted dollars. Kathy Ferguson, from the
  • Contract
  •   |   Salary
  •   |   Summer Camp

Summer Program Employee Contract Sample

Jun 29, 2021, 5:38 PM
Attached is a sample of a summer program employment contract.
  • Pandemic

Supplement to Operating Guidance for Independent School Pandemic Management

Jun 17, 2021, 7:33 PM
This update covers the latest research on the spread of COVID-19 and virus variants, vaccines that protect against the virus, and practices to mitigate risk on school campuses. The supplement
  • Forms
  •   |   Risk Management
  •   |   Termination

Exit Interview Document Samples

Jun 7, 2021, 7:05 PM
Attached are examples of exit interview forms and questions to use when an employee is leaving the school.
  • Financial Aid
  •   |   Research
  •   |   Tuition
  •   |   Tuition Remission

Tuition Discounting Report: For PK-12 Independent Schools

May 25, 2021, 5:32 PM
The Tuition Discounting Report analyzes financials from 176 member schools in NBOA’s Business Intelligence for Independent Schools (BIIS) data platform to understand the trends in tuition discounting
  • Gift
  •   |   Planning
  •   |   Research

Using FY20 & 21 Annual Fund Data to Refine Your FY22 Budget Forecast

May 4, 2021, 6:49 PM
Jennifer Hillen, Chief Learning Officer (NBOA) and Ann Snyder, Director, Independent and International Schools (CASE) will review the Council for Advancement and Support of Education Pulse Survey on