NBOA Library

  • Accounting
  •   |   Audit
  •   |   Gift

FASB White Paper on Fair Valuation of Pledges for Not-for-Profits

Jun 21, 2017, 4:24 PM
Released in 2011, this white paper discusses the guidance that requires non-profit entities to discount pledges receivable beyond one year to their net present values as well as the related
  • Accounting
  •   |   Audit
  •   |   Key Accounting
  •   |   Procedures

Year-End Procedures and Audit Preparation Checklist

Jun 20, 2017, 11:36 PM
Includes questions to ask yourself and your business offices when going through year-end close and audit preparation. Also helps you understand the mindset of an auditor and offers quick tips for a
  • Accounting
  •   |   Audit
  •   |   Gift

Net Present Value Calculation to Discount Pledges Receivable

Jun 20, 2017, 10:51 PM
Pledges not expected to be paid for more than one year should be discounted for time value. Calculations should be done for the total pledges outstanding by fund (permanently restricted, temporarily
  • Audit
  •   |   Compliance
  •   |   Employee Benefits
  •   |   Key Accounting
  •   |   Procedures

Business Office Calendars, Benefit Plan and Other Regulatory Compliance, and Accounting Reconciliation Schedule

Jun 15, 2017, 9:23 PM
1. General calendar of business office happenings and work, including workflow/accounting reconciliation schedule. 2. Benefit plans and other payroll/benefits regulatory compliance dates 3. Other filings and regulatory compliance dates and links
  • Endowment
  •   |   Investments
  •   |   Research

2016 Commonfund Benchmarks Study Independent Schools

Feb 26, 2017, 3:00 PM
The annual benchmark study of independent school endowments done by the Commonfund Institute
  • Crisis Management
  •   |   Planning
  •   |   Survey

Reserves, Business Continuity and Contingency Planning Survey Results

Feb 8, 2017, 6:05 PM
Results from a survey conducted by Jim Pugh on reserves, business continuity and contingency planning. Seventy-three schools participated in the survey and the report is a summary of the results
  • Food Service
  •   |   Key Auxiliary
  •   |   RFP

Food service Provider RFP

Feb 7, 2017, 9:01 PM
Food service provider request for proposal sample.  ​
Attachment(s):
  • Employee Benefits
  •   |   Research
  •   |   Salary
  •   |   Summer Camp

2016-2017 Business Office Compensation and Staffing Survey Report

Nov 22, 2016, 8:19 PM
This study provides compensation and staffing information for all areas supervised by the Business Office, including facilities, food service, IT, and human resources, as well as Summer Program
  • Accounting
  •   |   Financing
  •   |   Key Strategic Finance
  •   |   Planning
  •   |   Policy
  •   |   PPRRSM

PPRRSM Funding and Spending Policy and Procedures

Oct 28, 2016, 1:48 PM
sample provided by Shorecrest Preparatory School. ​
  • Employee Benefits
  •   |   Employee Handbook
  •   |   Policy

Cell Phone Allowance Policy

Sep 21, 2016, 4:51 PM
Sample policies regarding payments of allowances for the use of personal cell phones in conducting school business.