Financial Management

  • 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 ...

  • Financial Management | Nonprofit independent schools must address two accounting standard updates, one before the start of the new fiscal year and the other the year after, in most cases.  Article by Tom Sneeringer, ...

  • Financial Management | Schools should closely examine their bank-based tax-exempt financing to determine if tax changes triggered a reissuance.  Article by Charles E. Procknow, George K. Baum & Company ...

  • Financial Management | Initial reporting from BIIS data-collection platform reveals modest declines in schools’ financial footing. Is the trend real — or a temporary illusion? By Mary Kay Markunas From the ...