NBOA Library

  • Endowment
  •   |   Investments
  •   |   Key Endowment
  •   |   Research

2019 Commonfund Study of Independent Schools

Feb 18, 2020, 4:00 PM
This report presents the 2019 results from the Commonfund Study of Independent Schools endowment management practices and policies.
  • Crisis Management
  •   |   Pandemic
  •   |   Policy

Online Learning Guidelines in Event of Public Health Emergency

Feb 18, 2020, 2:58 PM
Sample guidelines from a member school, developed in response to the COVID-19 pandemic.This policy was provided by a member to assist other schools looking for guidance in creating their own
  • Forms
  •   |   Risk Management
  •   |   Technology

IT Vendor Checklist

Jan 29, 2020, 8:37 PM
This checklist was created by Mark Kirkpatrick, CFO at Parish Episcopal School, to confirm the security and trustworthiness of software and electronic applications used throughout the school. Each new
Attachment(s):
  • Culture
  •   |   Diversity and Inclusion
  •   |   Key Auxiliary
  •   |   Policy

Diversity and Inclusion Statement Sample

Nov 22, 2019, 4:05 PM
sample provided by Stuart Country Day School of the Sacred Heart, Princeton, New JerseyNBOA's Diversity and Inclusion Statement can be found here.   ​ ​​
Attachment(s):
  • Athletics
  •   |   Employment
  •   |   Key Compensation
  •   |   Labor Law
  •   |   Salary

Wage and Hour Issues Facing Independent Day and Boarding Schools

Oct 30, 2019, 3:27 PM
Many independent schools struggle to understand and maintain compliance with federal and state wage and hour laws, specifically those dealing with the proper classification and compensation of school
Attachment(s):
  • Governance
  •   |   Key Governance
  •   |   Leadership

Mergers and Acquisitions: Legal, Financial and Tax Considerations for Independent Schools

Sep 19, 2019, 6:39 PM
As market conditions and demographics change, more schools are considering merging with or acquiring a neighboring independent school. This white paper includes information on nonprofit mergers and
Attachment(s):
  • Employee Handbook
  •   |   Policy
  •   |   Tax

Mileage Reimbursement Rates

Jun 3, 2019, 7:32 PM
Many people think the IRS sets the rate of reimbursement of auto transportation, but it is the General Accounting Office that sets the rate for each year. Check the link below for the current mileage
  • Facilities
  •   |   Maintenance

Reducing Yearly Operating Costs Through Good Design

Mar 12, 2019, 8:55 PM
Initial construction costs are only a small fraction of the total expenditures over the life cycle of a new school building. Design decisions about MEP systems, building envelope and site development
  • Endowment
  •   |   Investments

Investing for Impact, Investing for Return

Mar 12, 2019, 8:53 PM
CFOs have a social responsibility with school investments and must broker this conversation with the head of school, investment manager and key board members. Schools that are socially conscious at
  • Compliance
  •   |   Debt
  •   |   Financing
  •   |   Key Strategic Finance
  •   |   Policy

Bond Financing for Independent Schools

Mar 5, 2019, 5:47 PM
This session provides a basic overview of the key considerations relevant to the use of debt financing for nonprofit independent schools, focused particularly on tax-exempt instruments as the most