Financial Management

  • Financial Management | Article by Robert Riggar, SunTrust Bank The focus on endowment often takes a back seat to the daily operations of a school. Because net tuition revenue alone doesn’t cover the costs ...

  • Financial Management | Once the province of colleges and universities, the CFI has helped early adopters in independent schools plan for long-term stability and communicate financial priorities. Article by Mary ...

  • Financial Management | Evergreen School's auxiliary programs were strong, but the business processes were ad hoc. How careful teamwork grew a million dollar operation.  Photo courtesy of Evergreen School ...

  • Financial Management | It doesn’t have to be an exercise in frustration. Tips from a 20-year audit veteran. From the July/August 2018 Net Assets magazine Article by Melissa Woodin, The Hotchkiss School ...

  • Financial Management | NetAssets.org web exclusive Not all provisions in early versions of the Tax Cuts and Jobs Act that worried independent schools made it into law, but a few did. One change that could ...

  • Financial Management | Independent school endowment returns rose regardless of school size. Article by Mary Kay Markunas From the May/June 2018 Net Assets magazine Study Snapshot  213 schools ...

  • Financial Management | From the archives: Unexpected donations present schools with wonderful opportunities, and sometimes challenges. “It’s really hard to turn down big money.” Article by Darren Dahl    ...

  • Financial Management | Little-known rule lets qualifying schools limit donor reporting to contributions larger than the standard $5,000 threshold. Article by Jennifer Osland Hillen From the March/April 2018 ...

  • Financial Management | Above: Sample graph of Midwest independent schools' revenue per student, from BIIS. Why should business officers take the time to enter data into BIIS (Business Intelligence for Independent ...

  • Article by Tom Sneeringer, RSM US LLP This article is an online-only supplement to Sneeringer's feature article, " Implementing the New Accounting Standards: Revenue Recognition and Financial Reporting ...