BUDGET PRESENTATION FALL 2013

UMW

Enrollment & Revenue

•We predict flat enrollment by end of fall semester.•No expenditure adjustment necessary because FTE will be above budget target.•We have a history and philosophy of not over-estimating enrollment.

FY 10ACTUAL

FY 11ACTUAL

FY 12ACTUAL

FY 13ACTUAL

FY 14BUDGET

Resident 981 1,053 1,076 1,118 1,080

WUE 207 220 198 237 220

Non-resident 67 88 92 84 75

TOTAL 1,255 1,361 1,366 1,439 1,375

Undergraduate 1,255 1,361 1,366 1,439 1,375

Graduate 0 0 0 0 0

TOTAL 1,255 1,361 1,366 1,439 1,375

NATHAN BOLL

UMW

Expenditures/FTE

•Montana Western metrics have not appreciably changed over the last several years. •We utilize the metrics to set the beginning budget and to inform the next one. During the year we manage to the most important issues and strategic needs of the campus. •We regularly track meaningful data as we make decisions.

FY 10 ACTUAL

FY 11ACTUAL

FY 12ACTUAL

FY 13ACTUAL

FY 14BUDGETED

GROWTHRATE

$9,262 $9,020 $9,312 $9,456 $10,114 2.2%

KINDLEMCCAULEY

UMW

Expenditures by Program (%)

•Our actual Instructional expenditure is 0.8% below the 50% target for FY13 budgeted and 0.5% below the target for FY14 budget. We have remained close to the target for several years.•We exceed the combined 70% budget target in instruction, academic support and student services in developing the annual budget. We have met that target consistently for several years.

Programs FY10Actual

FY11Actual

FY12Actual

FY13Actual

FY14Budgeted

Instruction ExpendituresPercent of Total

$5,498,37547.3%

$5,860,36647.7%

$6,275,86449.3%

$6,699,95449.2%

$6,885,61849.5%

Academic Support

ExpendituresPercent of Total

$952,8888.2%

$984,6588.0%

$984,7047.7%

$1,168,9458.6%

$1,159,7808.3%

Student Services ExpendituresPercent of Total

$1,648,06214.2%

$1,800,10314.7%

$1,744,63413.7%

$1,905,30114.0%

$1,927,07313.9%

Institutional Support

ExpendituresPercent of Total

$1,298,99711.2%

$1,353,42011.0%

$1,302,60910.2%

$1,336,8799.8%

$1,370,9169.9%

Plant O&M ExpendituresPercent of Total

$1,441,66012.4%

$1,482,94412.1%

$1,544,38912.1%

$1,671,32412.3%

$1,649,06511.9%

Scholarship and Fellowships

ExpendituresPercent of Total

$783,8716.7%

$794,8106.5%

$867,9146.8%

$825,3176.1%

$914,3286.6%

Other ExpendituresPercent of Total

$00.0%

$00.0%

$00.0%

$00.0%

$00.0%

TOTAL Expenditures $11,623,853 $12,276,301 $12,720,114 $13,607,720 $13,906,780

BRANDON BROWN

UMW

Faculty & Staff Ratios

•We are about the same as other campuses and the trend changes here have been due to an increase in FTE.

RATIO FY 09ACTUAL

FY 10ACTUAL

FY 11ACTUAL

FY 12ACTUAL

FY 13ACTUAL

FY 13BUDGE

T

FY 14BUDGE

T

Student FTE to Contract Faculty 16.0 17.4 18.2 17.2 17.8 16.7 17.0

Student FTE to Contract Admin/Pro 44.7 51.0 55.6 53.8 55.8 51.0 50.8

Student FTE to Classified Employee 26.9 29.0 31.4 30.8 31.6 28.8 29.5

TAMIE LAVERDURE