NBOA Library

  • Boards and Trustees
  •   |   Reports

Board Briefing on Financial Status - Table of Contents

Sep 19, 2017, 6:27 PM
Submitted by the Lab School of Washington
  • Communication
  •   |   Key Technology
  •   |   RFP
  •   |   Technology

Request for Proposal for School Website

Aug 10, 2017, 7:05 PM
This RFP is tailored for use by the department of communications and website to seek a partner to design/update/deliver a new school website based on various school and constituent needs.  ​
Attachment(s):
  • Admission
  •   |   Communication
  •   |   RFP

Request for Proposal for Admission Print Campaign and Marketing

Aug 10, 2017, 7:02 PM
This very thorough RFP could be tailored to suit almost any school marketing/communications need. Admission is used as the example in this case, but language may be edited accordingly.
  • Accounting
  •   |   Compliance
  •   |   Reports

FASB ASU 958 Financial Statement Reporting for Not-for-Profit Entities

Aug 8, 2017, 1:13 AM
August 2016: This is the full text from FASB of the comprehensive standards update impacting not-for-profit entities beginning, for most schools, in the 2018-19 fiscal years and to be implemented on a
  • Compliance
  •   |   Financial Aid
  •   |   Tax

Tax Treatment of Financial Aid for Non-Tuition Charges - Domestic and International Students

Jul 28, 2017, 6:25 PM
How should schools comply with tax regulations for domestic and/or international students that receive financial aid for room and board and other non-qualified expenses? Prepared by Jennifer
  • Contract
  •   |   Debt
  •   |   Forms
  •   |   Gift
  •   |   Key Accounting
  •   |   Legal

Sample Pledge Letter for Unrestricted Pledges Potentially to be Used for Debt

Jul 28, 2017, 2:41 AM
Provided by Chuck Procknow and team at George K. Baum & Company with the following message: Here is a good sample form that we will be sharing with schools that are planning capital campaigns. The
  • Contract
  •   |   Legal

Independent Contractor Agreement Sample

Jul 19, 2017, 9:03 PM
Here is an example of a contract that may be used with an independent contractor. It is not to be used with an employee of the school. ​
  • Forms
  •   |   Risk Management
  •   |   Termination

Employee Separation Document Samples

Jul 14, 2017, 1:55 PM
Attached are examples of exit checklists and termination letters to use when an employee is leaving the school.
  • Accounting
  •   |   Compliance
  •   |   Forms
  •   |   Tax

Form 8300 - Sample Letter to Parent/Payer

Jun 26, 2017, 8:23 PM
Use this template to send a message and instructions along with the Form 8300 to parents/payers subject to the filing, which relates to the school's receipt of cash or cash equivalent payments of more
  • Accounting
  •   |   Gift
  •   |   Key Accounting
  •   |   Policy

Fiscal Year End Gift Acceptance Policy - Two Examples

Jun 23, 2017, 4:24 PM
This is a simple guide for the business and advancement/development offices to use to be clear when recording gifts received during the crossover in fiscal years when, understandably, donors and