These Excel files were created by long-time business officer Jim Pugh to help business officers prepare their annual and multi-year facilities budgets.
This Excel is a sample report that shows the changes in the school's investment portfolio since the investment committee's last meeting. It does not delve into the impressively technical report of the school's investment advisor.
The only research study based on the audited financial statements of independent schools, the report includes an executive summary and analysis of 17 financial indicators in tuition, enrollment, expenses, giving and more.
Created by the Business Officers Council as starting point for communications with teh school community. Samples include: inviting team members to the committee, announcing the process to the employees and Board as well as periodic update templates.
