Many schools strive to balance the budget each year and overlook the benefits of creating an operating surplus. A surplus will serve as a cushion in the event of a decline in revenue or unexpected cost increases. It can also help you maintain your bond rating and your capacity to borrow, allowing you to make strategic investments in programs or facilities that are essential to further your mission. In our HC Insights piece, we offer concrete suggestions for schools on why and how to strategically build and operating margin.

If you would like to learn more about our work with non-profit and school endowments, we encourage you to Contact Us.