Financial Position Survey

The NBOA Financial Position Survey is designed to help facilitate important financial sustainability conversations vital to the health of independent schools. This brief but powerful survey collects approximately 50 data points from participating schools, which are then analyzed to determine key financial indicators and pinpoint emerging trends. Since analysis of past studies has confirmed that day schools are fundamentally different from schools with a boarding component, all the topics are segmented, with one set of data for day schools, and another set of data for schools with boarding. Furthermore, most of the dollar figures used in this study are on a per student basis. This is a way for schools to compare their numbers—apples to apples—with other schools regardless of size.

This year, the Financial Position Survey returns after a one-year hiatus and will be collecting data for two fiscal years: 2014-15 and 2015-16. If your school has previously participated in the survey, the existing data is already loaded into the new NBOA data collection platform, but you may need to access additional data if the participation has not been continuous. If your school is new to the survey, you will need to have four years of data (FY12-13 through FY15-16) available.

Questions? Contact Mary Kay Markunas at or call 202-407-7135.

Financial Position Survey
Reporting is now available for participants in the Financial Position Survey.
Free report
Download a free copy of the 2011 Financial Position Survey.

Current and Past Surveys

NBOA members can access the current and prior year reports below.

5-Year Trend Reports

Registration Open for HR Compliance for Independent Schools Online Course

Online Courses

HR Compliance is a 6-week online course designed for both human resources professionals and business officers who oversee and manage human resources. Participants will develop an understanding in key areas of federal human resources compliance and be empowered to address day-to-day human resources challenges and improve their policies and practices.