NBOA Library

  • Forms
  •   |   Reports
  •   |   Tax

Moving from the old Form 990 to the new Form 990

Dec 23, 2013, 5:00 AM
A detailed overview of the changes to Form 990. #Compliance
  • Accounting
  •   |   Audit
  •   |   Facilities
  •   |   Forms
  •   |   Tax

Functional Expense Allocation Sample 1

Dec 23, 2013, 5:00 AM
This workbook provides a framework to allocate expenses within your school using the square footage attributed to various areas.
  • Pandemic
  •   |   Reports
  •   |   Risk Management
  •   |   Safety and Security

Pandemic Avian Flu Report

Dec 23, 2013, 5:00 AM
Outlines the components of a comprehensive pandemic plan addressing the issues schools will face from the standpoint of business operations and governance, employees, facilities, and students and
Attachment(s):
  • Cash Management
  •   |   Contract
  •   |   Policy

Credit Card Cardholder Agreement Sample 2

Dec 23, 2013, 5:00 AM
Includes limits, conditions of use, cardholder responsibilities as well as a corporate credit card statement of understanding- to be signed by the employees holding such cards
  • Accounting
  •   |   Contract
  •   |   Policy
  •   |   Trips

Purchase Bid Policy

Dec 23, 2013, 5:00 AM
An overview of the school's policy on purchase bid
Attachment(s):
  • Endowment
  •   |   Investments
  •   |   Survey

Endowment Transfer Survey 2010

Dec 23, 2013, 5:00 AM
The summary report of the the endowment transfer survey posted on the Forums in March 2010.
  • Enrollment
  •   |   Governance
  •   |   Leadership

Full Steam Ahead: An ISM report on Financial Sustainability

Dec 23, 2013, 5:00 AM
This position paper clarifies ISM's current position/model on financial sustainability.
Attachment(s):
  • Accounting
  •   |   Gift
  •   |   Procedures

Donated Stock Journal Entries

Dec 23, 2013, 5:00 AM
This example provides you with the journal entries to record a stock gift, as well as any realized gains or losses prior to the school's sale of the investment.
  • Employee Benefits
  •   |   Employment
  •   |   Salary

Employment Agreement Samples

Dec 23, 2013, 5:00 AM
Sample agreements between a school and employee that outline the employee's duties, term of employment, benefits, etc. These samples are provided by members to assist member schools looking for
  • Accounting
  •   |   Cash Management

Cash Flow Sample

Dec 23, 2013, 5:00 AM
Shows the how and when your cash resources are received and spent in a concise form
Attachment(s):