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Planning and Budgeting

Business Officer magazine has covered higher education planning and budgeting successes and challenges:

An Open Budget Book (November 2017)
The University of Massachusetts leverages budget forecasts to engage campus leaders and facilitate long-term financial health.

A Matter of Priorities (July / August 2017)
A data driven comprehensive analysis of programs can identify new opportunities and marry budget and mission.

Functional Financials (June 2017)
NYU implements a web-based application to consolidate financial plans and improve resource allocation decisions and reporting.

Rightsizing Revenue (March 2017)
Denison University creates a strategic plan that focuses on education while balancing resources and supporting steady growth.

An Array of Advances (February 2007)
The stories of colleges and universities that have undertaken strategic change to remain relevant and viable.

The Comeback Campus (January 2017)
Edinboro University turns around by focusing on linking the budget to planning, assessment, and decision making.


Sue Menditto

Senior Director, Accounting Policy



New Report Demonstrates Financial Stability of Small and Mid-Sized Private Colleges

September 5, 2017

"The Financial Resilience of Independent Colleges and Universities" challenges the myth that small and mid-sized private institutions are at financial risk; data show that most are financially stable.

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  • February 20, 2015

    Report Examines Outcomes-Based Funding Models

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  • April 02, 2020

    Results From the 2019 NACUBO-TIAA Study of Endowments

    April 2, 2020 | 1-2pm

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    Unprecedented Times: Responding to the COVID-19 Crisis

    April 3–May 1, 2020 | Fridays at 11am ET

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    What Did I Miss in Washington? December 12, 2017–January 8, 2018

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    HEA Reauthorization Bill Heading to House Floor in New Year

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  • February 04, 2020

    Historic Endowment Study Data

    Historical endowment market values and investment returns, net of fees, for endowment study participants from 1990 to 2018

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  • February 04, 2020

    Public NTSE Tables

    Public NTSE tables provide an overview of investment returns, asset allocations, spending rates, and endowment market values at college and university endowments and affiliated foundations that participate in the annual series of NACUBO endowment studies.

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