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UW Peer InstitutionsUW Board of Trustees
August 2016 Retreat
- Prepared by Brian Schueler -
Contents
1. Importance of peer institutions
2. How peer institutions were selected
3. The selected institutions
4. Observations and analysis on peers
1. Importance of Peer Institutions
Why select peer institutions?
• Setting consistent parameters for research
• Establishing institutional benchmarks
• Developing ambitious and attainable goals
• Measuring institutional progress towards goals
2. Selection of Peers
• Started with 192
institutions :
– All public research
Universities
– All institutions
included on existing
peer lists
• 73 institutions on 19
existing peer lists
2. How Peers were Selected
• Based on South Dakota State University’s peer selection method
2. How Peers were Selected
• Initial Statistics (11 scored metrics)
1. Land Grant
2. Carnegie Basic – 2015
3. Carnegie Characteristics• UG Program
• Grad Program
• Enrollment Profile
• UG Profile
• Size & Setting
4. NCES Comparison Group
5. Enrollment – 2013 & 2008
6. Distance from UW
2. How Peers were Selected
• Feedback & Development – June 15th – July 15th
Met with and solicited feedback from:
1. Vice President Gern
2. Office of Institutional Assessment Director Koller
3. Vice President Blalock
4. Academic Deans Council
5. Student Affairs Directors Council
6. Incoming Provost Miller
7. University Executive Council
8. University Financial Crisis Advisory Council
2. How Peers were Selected
• Feedback & Development – June 15th – July 15th
Statistics Added based on feedback:1. Being sole public research university in state2. Has medical education (MD, DDS, DMD, DO, or DVM)3. Carnegie stats from 2010 & 20004. Amount of federal, state, local and private research grants5. # of faculty with tenure or on tenure track 6. NSF research rankings 7. Endowment value8. Previous inclusion on UW peer lists 9. Do these institutions consider UW their peer? 10. Percent of applicants admitted 11. Faculty average salaries & non-instructional staff average salaries12. Incoming class 2014 25th percentile & 75th percentile ACT scores
2. How Peers were Selected
• Final Ranking Methods (43 scored metrics)Some scored metrics derived from multiple sources of data
Numbers in parentheses below indicate the number of metrics included in that area if more than one
• Public Institution
• Land Grant
• Sole Public Research U. in State
• Carnegie Classifications 2015 (6)
• Carnegie Classifications 2010 (6)
• Carnegie Basic Classification 2000
• NCES Comparison Grouping
• Enrollment – 2013 & 2008 (2)
• Distance from UW
• Medical Education & Services (2)
• Grants & Contracts (4)
• Endowments 2013,2010 & 2007 (3)
• Prevalence on existing UW peer lists (19)
• UW Considered a Peer by institution?
• ACT Scores & Admissions Selectivity (4)
• Average 9 month salaries (10)
2. How Peers were Selected
• Secondary selection:
Pink – Close Peers
– Feedback received
– Geographic considerations
– Represent surrounding states
– Urban/Rural
2. How Peers were selected
• Secondary selection:
Gold - Aspirational Peers
– Carnegie “Very-High Research” (RU/VH)
– Feedback received
3. Selected Peers
Utah State U.
Oklahoma State U.
U. of Nevada Reno
U. of Rhode Island #
New Mexico State U.
U. of Idaho
U. of Maine #
Montana State U.
North Dakota State U.
South Dakota State U.
U. of Montana **
Pink – Close Peers
# Only Public Research University in State** NOT Land Grant
3. Selected Peers
Kansas State U.
West Virginia U. #
U. Nebraska – Lincoln
Colorado State U.
Clemson U.
Texas Tech U. **
Washington State U.
U. Of Utah **
Gold - Aspirational Peers
# Only Public Research University in State** NOT Land Grant
4. Observations on Peers
• Student Costs
• Student Body
• Graduation & Retention Rates
• Academic Programs
• Employees & Student Faculty Ratio
• Faculty & Research
• Private Giving
4. Observations on Peers
Student Costs Across Peers
• Median Costs
• Tuition & Fee Distribution
• Tuition & Fees compared to Room and Board
• Tuition and Fees compared to Student Loans
• Online/Outreach Charges compared to traditional offerings
$2,527
$4,282
$8,107
$11,482
$4,485
$3,657
$4,355
$11,020
$12,339
$4,177
$4,937$5,349
$12,387
$12,970
$4,813
$0
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
Resident UG Tuitionand Fees
Resident GraduateTuition & Fees
Non-Resident UGTuition & Fees
Non-Resident Grad.Tuition & Fees
Estimated TotalRoom and Board
UW UW Close Peers Median UW Aspirational Peers Median
Median Student Costs for AY 2016-2017 15 Credit Hours, Average Room & Board Charges
Data collected from respective institutions’ websites 7/21/2016Estimated Room and Board is calculated in accordance with the provisions for calculating cost of attendance in Title IV, Section 472 of the Higher Education Act
UW $4,282.31
U of I $4,265.00
MSU $4,189.75
USU $3,956.01
NMSU $3,628.50
UM $3,521.13
Clem. $3,453.00
UW $8,107.31
SDSU $5,700.00
UW $11,482.31
UNR $11,377.00
NMSU $10,879.00
NDSU $10,556.58
SDSU $9,540.75
Clem. $6,897.00
Data collected from respective institutions’ websites 7/21/2016
Tuition and Fee Distribution AY 2016-2017 15 Credit Hours
$2,527$4,485
USU
OSU
UNR
URI
NMSUUIdaho
UMaine
MSUNDSU
SDSU
UMont.KSU
WVU
UNL
CSU
Clem.
TTU
WSU
UU
$2,500
$3,000
$3,500
$4,000
$4,500
$5,000
$5,500
$6,000
$6,500
$2,000 $3,000 $4,000 $5,000 $6,000 $7,000
Esti
mat
ed
Fal
l 20
16
Ro
om
an
d B
oar
d
Resident UG Tuition and Fees - Fall 2016
UW Close Peers Aspirational Peers R&B Average T&F Average
Data collected from respective institutions’ websites 7/21/2016Estimated Room and Board is calculated in accordance with the provisions for calculating cost of attendance in Title IV, Section 472 of the Higher Education Act
Tuition, Fees Room & Board AY 2016-2017 15 Credit Hours, Average Room & Board Costs
Data collected from respective institutions’ websites 7/21/2016
AY 2014 Tuition and Fees & Ave. Federal Loans Resident Undergraduate Tuition, Total Federal Loan disbursements divided among all undergraduate students
UI
UMaine
MSU
UM
UNR
NMSU
NDSU
OSU
URI
SDSU
USU
CSU
KSU
UNL
Clem.
TTU
UU
WSU
WVU
$4,404$2,584
$1,500
$2,000
$2,500
$3,000
$3,500
$4,000
$4,500
$5,000
$4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000
Fed
era
l Stu
de
nt
Loan
Allo
cati
on
s p
er
Stu
de
nt
AY
14
FY14 Resident UG Tuition and Fees
All Public Research U. UW Peers UW UW Peers T&F Ave. UW Peers Fed. Loan Ave.
UW
USU
OSU
UNR
URI
NMSU
UIdaho
UMaine
MSU
NDSU
SDSU
UMont.
KSU
WVU
UNL
CSUClem.
TTU WSU
UU
UW
USU
OSU
UNR
URI
NMSU
UIdaho
UMaine
MSU
NDSU
SDSU
UMont.
KSU
WVU
UNL
CSU
TTU
WSU
UU
$2,527, $2,235
$8,107, $7,815
$1,500
$3,500
$5,500
$7,500
$9,500
$11,500
$13,500
$1,500 $3,500 $5,500 $7,500 $9,500 $11,500 $13,500
On
line
/Ou
trea
ch P
rogr
am T
uit
ion
20
16
-20
17
(1
5 C
red
its)
Traditional Program Tuition 2016-2017 (15 Credits)
Regular & Online Undergraduate Tuition & Fees Comparison
Resident Undergraduate Tuition & Fees Non-Resident Undergrad. Tuition & Fees UW Resident UW Non-Resident
Online Programs are discounted
Online Programs are more expensive
Data collected from respective institutions’ websites 7/21/2016
UW
USU
OSU
UNR
URI
NMSU
UIdaho
UMaine
MSU
NDSU
SDSU
UMont.
KSU
WVU
UNL
CSU
Clem. TTU
WSUUU
UW
USU
OSU
UNR
URI
NMSU
UIdaho
MSU
NDSU
SDSU
UMont.
KSU
WVU
UNLCSU
Clem.
TTU
WSU
$4,282, $3,990
$11,482, $10,815
$1,500
$3,500
$5,500
$7,500
$9,500
$11,500
$13,500
$1,500 $3,500 $5,500 $7,500 $9,500 $11,500 $13,500
On
line
/Ou
trea
ch P
rogr
am T
uit
ion
20
16
-20
17
(1
5 C
red
its)
Traditional Program Tuition 2016-2017 (15 Credits)
Regular & Online Graduate Tuition & Fees Comparison
Resident Graduate Tuition & Fees Non-Resident Graduate Tuition & Fees
Online Programs are discounted
Data collected from respective institutions’ websites 7/21/2016
Online Programs are more expensive
4. Observations on Peers
Student Body Makeup Across Peers
• Percentage racial minority
• Percentage full-time/part-time
• Breakdown by level (continuing, first-time,
transfers, etc.)
Percent of Student Body Identifying as a Racial Minority (Not identifying as solely ‘White’)
22%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Source: IPEDS 2014
Percent of Student Body Enrolled Full-Time UG – 12+ Credit Hours, Grad – 9+ Credit Hours
76.6%
60.0%
65.0%
70.0%
75.0%
80.0%
85.0%
90.0%
Pe
rce
nt
of
Stu
de
nts
wh
o a
re F
ull
Tim
e
Source: IPEDS 2014
Breakdown of Undergraduate Enrollment
Source: IPEDS 2014
63% 64% 65% 66%69% 69% 69% 70% 70% 70% 70% 71% 71% 71% 71% 72% 72% 72%
75% 75%
17%17%
21%22%
20% 20%22%
17% 19%
23%
18%20% 19% 18%
20%22%
23%
15%13%
15%7%7%
5%5%
8%10%
7%
7%
10%4%
6%
6% 8%7%
7% 4%
5%
10%7%
5%
13% 12% 9% 7% 3% 1% 1% 6% 1% 3% 5% 3% 2% 3% 1% 3% 0% 2% 5% 5%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
Cu
mu
lati
ve P
erc
en
t
Non-DegreeSeeking
Transfer-Ins
First TimeStudents
ContinuingStudents
4. Observations on Peers
Graduation and Retention Rates
• Graduation Rates & Tuition Rates
• Retention Rates & Total Cost
• Graduation Rates & Undergraduate Headcounts
• Graduation Rates & Rates of Pell Grants
• Retention Rates & Instructional Expenditures
• Retention Rates & Enrollment
• Retention Rates & Rates of Pell Grants
Source: IPEDS 2014
UIUMaine
MSUUMont.
UNR
NMSU
NDSU
OSU
URI
SDSU
USU
CSU
KSU
UNL
Clem.U
TTU
UU
WSU
WVU
$4,64654%
R² = 0.6006
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
$4,000 $5,000 $6,000 $7,000 $8,000 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000
6 Y
ear
Gra
du
atio
n R
ate
20
14
Published Resident Tuition & Fees
All Public Research U. UW Peers Peer Tuition Ave.
Peer Grad. Rate Ave. UW Linear (UW Peers)
6 Yr. Grad. Rates and Resident Tuition & Fees
Go To Non-Resident Figures
Source: IPEDS 2014
First Year Retention and Total Price of Attendance - Resident
MSUNMSU
NDSU OSU
SDSU
U Mont.
UI U Maine
UNR URI
USU
Clem. U
CSUKSU
TTUUNL
UU
WSUWVU$18,691
76%
R² = 0.4402
65%
70%
75%
80%
85%
90%
95%
100%
$17,500 $19,500 $21,500 $23,500 $25,500 $27,500 $29,500
Firs
t Ye
ar F
ull
Tim
e R
ete
nti
on
Rat
e 2
01
4
Total Price of Attendance for Resident Students -2014
All Public Research U. UW Peers UW Total Cost Ave. Retention Ave. Linear (UW Peers)
Total Price of Attendance Includes Tuition & Fees, Room & Board, Books & Supplies, and other Campus Expenses
Go To Non-Resident Figures
Source: IPEDS 2014
First Year Retention and Total Full Time Enrollment
MSU
NMSU
NDSUOSU
SDSU
U Mont.
UI
U Maine
UNRURI
USU
Clem. U
CSU
KSU
TTU
UNL
UU
WSU
WVU9,824 76%
65%
70%
75%
80%
85%
90%
95%
100%
5,000 10,000 15,000 20,000 25,000 30,000 35,000
Firs
t Ye
ar F
ull
Tim
e R
ete
nti
on
Rat
e 2
01
4
Full Time Enrollment Fall 2014
Enrollment Ave. Retention Ave. All Public Research U. UW Peers UW
Go To 6 Yr. Grad & Enrollment Figures
Source: IPEDS 2014
First Year Retention and Total Instructional Expenditure per FTEInstructional Expenditures is the sum of all operating expenses associated with colleges, schools, depts., etc. Includes compensation
for all instruction, community education, preparatory and adult basic education, and remedial or tutorial instruction.
MSU
NMSU
NDSUOSU
SDSU
U Mont.
UI
U Maine
UNR$15,140
82%URI
USU
Clem. U
CSU
KSUTTUUNL
UU
WSU
WVU $14,616 76%
R² = 0.2125
65%
70%
75%
80%
85%
90%
95%
100%
$6,000 $7,000 $8,000 $9,000 $10,000 $11,000 $12,000 $13,000 $14,000 $15,000 $16,000
Firs
t Ye
ar F
ull
Tim
e R
ete
nti
on
Rat
e 2
01
4
Instructional Expenditures per Full Time Equivalent Student -2014
All Public Research U. UW Peers UW Total Cost Ave. Retention Ave. Linear (UW Peers)
4. Observations on Peers
Degree Programs Offered • Enrollment & CIP-4 Digit Degree Areas• Expenses & CIP-4 Digit Degree Areas • Research Grants & CIP-4 Digit Degree Areas
4. Observations on PeersClassification of Instructional Programs (CIP)
Total UW Majors Total UW 2-Digit CIP Areas Total UW 4-Digit CIP Areas Total UW 6-Digit CIP Areas
171 Degrees on Website(76 Bachelors, 60 Masters, 28 Doctorate, 7 Other)
27 (grad & undergrad) 125 (grad + undergrad) (58 graduate, 67 undergraduate, 42 undergraduate areas that also have Grad. studies)
114 unique CIP 6-digitareas (all degrees)158 (grad + undergrad)(91 undergraduate, 67 graduate)
Example UW Majors CIP 2 Digit Code CIP 4 Digit Code CIP 6 Digit Code
B.S. in ChemicalEngineering
14 – Engineering 14.07 – Chemical Engineering
14.0701 – Chemical Engineering, General
B.S. in ComputerEngineering
14 – Engineering 14.09 – Computer Engineering
14.0901 – Computer Engineering, General
B.A. Music 50 – Visual and Performing Arts
50.09 - Music 50.0901 – Music, General
B.A. Music Performance 50 – Visual and Performing Arts
50.09 - Music 50.0901 – MusicPerformance, General
Source: IPEDS 2014
Source: IPEDS 2014
CIP-4 Areas Offering Degrees and Enrollment
UI
UMaine
MSU
UMont.
UNR
NMSU
NDSU OSU
URI
SDSU
USU
CSU
KSU
UNL
Clem.
TTUUU
WSU
WVU
10,823125
UCLA
50
70
90
110
130
150
170
5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000
Tota
l 4-d
igit
CIP
Co
de
Are
as o
ffe
rin
g D
egr
ee
s (G
rad
+
UG
)
Total Enrollment
All Public Research Universities UW Close Peers UW Aspirational Peers UW UCLA
Classification of Instructional Profile (CIP) 4 digit areas differentiate separate career-level academic areas. Sum of graduate and undergraduate areas offering degrees.
Source: IPEDS 2014
CIP-4 Areas Offering Degrees and Instructional Expense per Student Classification of Instructional Profile (CIP) 4 digit areas differentiate separate career-level academic areas. Sum of graduate and
undergraduate areas offering degrees.
UI
UMaine
MSU
UMont.
UNR
NMSU NDSU
OSU
URISDSU USU
CSUKSU UNL
Clem.
TTU
UU
WSU
WVU
125.00$15,020.71
R² = 0.0575
$5,000.00
$7,000.00
$9,000.00
$11,000.00
$13,000.00
$15,000.00
$17,000.00
70.00 80.00 90.00 100.00 110.00 120.00 130.00 140.00 150.00 160.00 170.00
Inst
ruct
ion
al E
xpen
se P
er S
tud
ent
Total Undergraduate and Graduate CIP4 Areas with degrees offered
All Public Research Universities UW PeersUW CIP4 Degree Areas Ave.Instructional Expenditure per Student Ave. Linear (UW Peers)
Source: IPEDS 2014
CIP-4 Areas Offering Degrees and Federal Operating Grants & Contracts Classification of Instructional Profile (CIP) 4 digit areas differentiate separate career-level academic areas. Sum of graduate and
undergraduate areas offering degrees.
125.00$45.00
UI
UMaine
MSU
UMont.
UNR
NMSU
NDSU
OSU
URI
SDSU
USU
CSU
KSU
UNL
Clem.
TTU
UU
WSU
WVU
$0
$50
$100
$150
$200
$250
70.00 90.00 110.00 130.00 150.00 170.00
Fed
era
l Op
era
tin
g G
ran
ts a
nd
Co
ntr
acts
Mill
ion
s
Total Undergraduate and Graduate CIP4 Areas with degrees offered
All Public Research Universities UW UW Close Peers
UW Aspirational Peers Peer Ave. CIP4 Areas with Degrees Peer Ave. Federal Obligations
4. Observations on PeersEmployees & Student Faculty Ratio• Total FTE Employment and FTE Enrollment • S-F Ratios and Costs • S-F Ratios and Retention • S-F Ratios and Graduation
Source: IPEDS 2014
FTE Employees and FTE Enrollment
10,6322,892
UIUMaineMSUUM
UNR
NMSU
NDSU
OSU
URI
SDSU
USU
CSU
KSU
UNL
Clem.
TTU
UU
WSUWVU R² = 0.7208
1,500
3,000
6,000
12,000
7,500 15,000 30,000
Tota
l Fu
ll-Ti
me
Eq
uiv
ale
nt
Emp
loye
es
(Lo
gari
thm
ic S
cale
)
Total Full-Time Equivalent Student Enrollment (Logarithmic Scale)
All Public Research U. UW UW Close Peers UW Aspirational Peers
FTE Enrollment Ave. FTE Employees Ave. Power (All Public Research U. )
Source: IPEDS 2014
Student-Faculty Ratio and Resident Undergraduate Total Cost
MSU
NMSU
NDSU
OSU
SDSU
UMont.
UI
UMaine
UNR
URI
USU
Clem.UCSU
KSU
TTU
UNL
UNM
UU
WSU
WVU
$18,69115
12
14
16
18
20
22
24
$15,000 $17,000 $19,000 $21,000 $23,000 $25,000 $27,000 $29,000
Stu
de
nt-
Facu
lty
Rat
io 2
01
4
Total Cost – Resident Undergraduates on Campus 2014-2015 AY
All Public Research U. UW Peers UW
Go To Non-Resident Figures
Total cost includes tuition & fees, books & supplies and room & board expenses
Source: IPEDS 2014
Student-Faculty Ratio and Full Time Student Retention Rates
MSU
NMSU
NDSUOSU
SDSU
U Mont.
UI
U Maine
UNRURI
USU
Clem. U
CSU
KSU
TTU
UNL
UNM
UU
WSU
WVU1576%
65%
70%
75%
80%
85%
90%
95%
100%
14 15 16 17 18 19 20 21 22 23
Firs
t Ye
ar F
ull
Tim
e R
ete
nti
on
Rat
e 2
01
4
Student:Faculty Ratio - 2014
All Public Research U. UW Peers UW Student:Faculty Ratio Ave. Retention Ave.
Source: IPEDS 2014
Student-Faculty Ratio and 6 Yr. Graduation Rate
USU
SDSU
URI
OSU
NDSU
NMSU
UNR
UMont.
MSU
UMaineUI
WVU
WSU
UU
TTU
Clem.U
UNL
KSU
CSU
150.54
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
12 14 16 18 20 22 24
6 Y
ear
Gra
du
atio
n R
ate
20
14
Student to Faculty Ratio
All Public Research U. UW Peers UW Ave. Student to Faculty Ratio Ave. Grad. Rate
4. Observations on Peers
Faculty and Research • Total Full Time Instructional Staff and Research
Grants• NSF Rankings and CIP-4 Areas Offering Graduate
Degrees (Ph.D.)• CIP-4 Areas offering Graduate Degrees and total
Ph.D. Graduates
Source: IPEDS 2014
Full Time Instructional Staff and Research Grants
USU
SDSU
URI
OSU
NDSU
NMSU
UNR
UMont.
MSU
UMaine
UI
WVU
WSU
TTU
Clem.U
UNL
KSU
CSU
757$88
R² = 0.7031
$0
$50
$100
$150
$200
$250
$300
$350
250 500 750 1,000 1,250 1,500
Tota
l Fe
de
ral,
Sta
te, L
oca
l an
d P
riva
te O
pe
rati
ng
Gra
nts
Mill
ion
s
Total Full Time Instructional Staff AY2014
All Public Research U. UW Peers Ave. FT Instructional Staff
Ave. Grants UW Poly. (UW Peers)
University of Utah (not displayed) has 1,959 full-time instructional staff and $365M in grant awards
Source: IPEDS 2014
Average NSF Research Percentile Rank and CIP-4 Areas offering Graduate Degrees
USU
SDSU
URI
OSU
NDSU
NMSU
UNR
UMont.
MSU
UMaine UI
WVU
WSUUU
TTUClem.U
UNL
KSU
CSU
5874.0%
R² = 0.5253
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
20 30 40 50 60 70 80 90 100
NSF
Ave
. Pe
rce
nti
le R
ank
(10
0%
is b
est
)
Total CIP-4 Areas offering Graduate Degrees
All Public Research U. UW Peers
Ave. CIP-4 Areas offering Grad. Degrees Ave. NSF Rank
UW Linear (UW Peers)
Average of NSF Percentile Rankings for Earned Doctorates, Full Time Graduate Students, Total Federal Obligations, and Total R&D Expenditures from 2014. Scores are inverted (top 1% is reflected as 99th percentile on this map)
Source: IPEDS 2014
Number of CIP-4 Areas offering Graduate Degrees and Total Ph.D. Graduates (2014)Does not include professional degrees (Law, Medical, Etc.)
USU
SDSU
URI
OSU
NDSU
NMSU
UNR
UMont. MSUUMaine
UI
WVU
WSU
UU
TTU
Clem.U
UNL
KSU
CSU
58107
R² = 0.7103
0
50
100
150
200
250
300
350
400
20 30 40 50 60 70 80 90 100
20
14
Ph
.D. G
rad
uat
es
Total CIP-4 Areas offering Graduate Degrees
All Public Research U. UW Peers
Ave. CIP-4 Areas offering Grad. Degrees Ave. Ph.D. Graduates
UW Expon. (UW Peers)
4. Observations on Peers
Foundation and Giving • Total foundation assets• Foundation expenditures supporting university
programs • Assets and program support expenditures
compared to football programs
Source: Federal Exempt Organization Income Tax Form 990 – Line 20 FY2014Data for Utah State University and the University of Utah are unavailable
Total Foundation Assets FY14 End of Year Federal Exempt Organization Income Tax Form 990 – Line 20 FY2014
UNL, $2,257.03
$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
Ass
ets
as li
ste
d o
n In
com
e T
ax F
orm
99
0 L
ine
22
-FY
14
Mill
ion
s
Go To Endowment & Enrollment Figures
Source: Federal Exempt Organization Income Tax Form 990 – Part III (4e) FY2014Data for Utah State University and the University of Utah are unavailable
Foundation Expenditures Used to Support University Programs Actual and as Percent of Endowment Assets. Includes funds spent on scholarships, capital items and other expenditures in line with donor agreements
Federal Exempt Organization Income Tax Form 990 – Part III (4e) FY2014
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
$140.00
$160.00
Pro
gram
Se
rvic
e E
xpe
nd
itu
res
as a
pe
rce
nt
of
tota
l Fo
un
dat
ion
Ass
ets
Tota
l Pro
gram
Se
rvic
e E
xpe
nd
itu
res
Mill
ion
s
Total Program Service Expenditures Program Service Expenditures as Percent of Total Assets
Source: Federal Exempt Organization Income Tax Form 990 – Line 20, Part III (4e) FY2014 , IPEDS 2014 Data Data for Utah State University and the University of Utah are unavailable
Foundation Assets and Division 1 FBS Football StatusProgram Service Expenditure includes funds spent on scholarships, capital items and other expenditures in line with donor agreements
Federal Exempt Organization Income Tax Form 990 – Line 20, Part III (4e) FY2014 , IPEDS 2014 Data
$0.00
$20.00
$40.00
$60.00
$80.00
$100.00
$120.00
$140.00
$160.00
$180.00
$200.00
$0.00
$500.00
$1,000.00
$1,500.00
$2,000.00
$2,500.00
Tota
l Pro
gram
Se
rvic
e E
xpe
nd
itu
res
Mill
ion
s
Tota
l Fo
un
dat
ion
Ass
ets
Mill
ion
s
Total Endowment Value Total Program Service Expenditures
Not Division 1 FBS Is Division 1 FBS
Summary Observations • Student Costs
• UW is inexpensive, especially for off-campus undergrads
• Student Body
• UW has more transfer and more part-time students.
• Graduation & Retention Rates
• Slightly lower than peers & peer trend
• Academic Programs
• Slightly more degrees than close peers
• Employees & Student Faculty Ratio
• More employees than peers of our size
• Faculty & Research
• Slightly below peer trend
• Private Giving
• Foundation is larger than peers
Brian’s Proposal Targets
1. Balance Students and Employees at around peer levels (4.44 students/employee)• FTE enrollment up to around 14-15,000
-and/or-• Reduce total employees by around 600-700
2. Focus tuition increases on undergraduates and residents • Rates can rise here and still remain competitive
3. Reduce degree program offerings slightly
4. Investigate further into why our cost/student is so high • (low student-faculty ratio doesn’t fully explain the discrepancy)
Thank You!
Appendix and Additional Slides
Source: IPEDS 2014
FTE Employees and FTE Enrollment
10,6322,892
UI
UMaineMSUUM
UNR
NMSU
NDSUURI
SDSU
R² = 0.7208
1,500
3,000
6,000
7,500 15,000Tota
l Fu
ll-Ti
me
Eq
uiv
ale
nt
Emp
loye
es
(Lo
gari
thm
ic S
cale
)
Total Full-Time Equivalent Student Enrollment (Logarithmic Scale)
All Public Research U. UWUW Close Peers UW Aspirational PeersFTE Enrollment Ave. FTE Employees Ave.
Balance Student Body , Staff and Faculty Sizes
• Boost FTE enrollment (12,000 –15,000)• Specifically target transfer
students• Student:Faculty ratio of around 19-20
-and/or-
• Slim employee ranks over time • Fewer employees/student in long-
run • Instructional • Non-Instructional
• May reduce research grants • (~188k/FT Faculty)
Target Area
Brian’s Proposal Targets
Source: IPEDS 2014
CIP-4 Areas Offering Degrees and Enrollment
UI
UMaine
MSU
UMont.
UNR
NMSU
NDSU OSU
URI
SDSU
USU
KSU
UNL
Clem.
10,823125
70
80
90
100
110
120
130
140
150
160
5,000 10,000 15,000 20,000 25,000
Tota
l 4-d
igit
CIP
Co
de
Are
as o
ffe
rin
g D
egr
ee
s (G
rad
+
UG
)
Total Enrollment
All Public Research Universities UW Close Peers
UW Aspirational Peers UW
Reduce Degree offerings, or increase enrollment
• Reduce degrees offered by roughly 6-12• Slimming employee ranks will likely
reduce research grants • (~188k/FT Faculty)
-and/or-
• Increase FTE student enrollment
Brian’s Proposal Targets
Target Area
Source: IPEDS 2014
6 Yr. Grad. Rates and Non-Resident Tuition & Fees
UIUMaine
MSUUMont.
UNR
NMSU
NDSU
OSU
URISDSU
USU
CSU
KSU
UNL
Clem.U
TTU
UU
WSU
WVU
$14,87654%
R² = 0.3138
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
$10,000 $15,000 $20,000 $25,000 $30,000 $35,000
6 Y
ear
Gra
du
atio
n R
ate
20
14
Published Non-Resident Tuition & Fees
All Public Research U. UW Peers Peer Tuition Ave.
Peer Grad. Rate Ave. UW Linear (UW Peers)
Go To Resident Figures
Source: IPEDS 2014
First Year Retention and Total Price of Attendance – Non-ResidentTotal Price of Attendance Includes Tuition & Fees, Room & Board, Books & Supplies, and other Campus Expenses
MSU
NMSU
NDSUOSU
SDSU
U Mont.
UI U Maine
UNR URI
USU
Clem. U
CSUKSU
TTUUNL
UNM
UU
WSU
WVU
$28,921 76%
R² = 0.4266
65%
70%
75%
80%
85%
90%
95%
100%
$25,000 $30,000 $35,000 $40,000 $45,000 $50,000
Firs
t Ye
ar F
ull
Tim
e R
ete
nti
on
Rat
e 2
01
4
Total Price of Attendance for Non-Resident Students -2014
All Public Research U. UW Peers UW Total Cost Ave. Retention Ave. Linear (UW Peers)
Go To Resident Figures
Source: IPEDS 2014
6 Yr. Grad. Rates and Total Undergraduate Enrollment
UIUMaine
MSUUMont.
UNR
NMSU
NDSU
OSUURI
SDSU
USU
CSU
KSU
UNL
Clem.U
TTU
UU
WSU
WVU
1012454%
30%
40%
50%
60%
70%
80%
90%
8,000 13,000 18,000 23,000 28,000
6 Y
ear
Gra
du
atio
n R
ate
20
14
Total Undergraduate Enrollment Fall 2014
All Public Research U. UW Peers UW Peer Enrollment Ave. Peer Grad. Rate Ave.
Go To Retention & Enrollment Figures
Source: IPEDS 2014
6 Yr. Grad. Rates and Pell Grant Recipients
USU
SDSUURI
OSUNDSU
NMSU
UNR
UMont.MSU
UMaineUI
WVU
WSU
UUTTU
Clem.U
UNL
KSU
CSU
21%54%
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
10% 15% 20% 25% 30% 35% 40% 45% 50%
6 Y
ear
Gra
du
atio
n R
ate
20
14
Percent of Full-Time, First-Time Undergraduates receiving Pell Grants
All Public Research U. UW Peers UW Ave. Pell Grant Percent Ave. Grad. Rate
Go To Retention & Pell Grant Figures
Source: IPEDS 2014
First Year Retention and First-Time, Full-Time Students Receiving Pell Grants
MSU NMSU
NDSUOSU
SDSU
U Mont.
UIU Maine
UNRURI
USU
Clem. U
CSU
KSU
TTUUNL
UNM
UU
WSUWVU21%76%
65%
70%
75%
80%
85%
90%
95%
100%
15% 20% 25% 30% 35% 40% 45%
Firs
t Ye
ar F
ull
Tim
e R
ete
nti
on
Rat
e 2
01
4
% of First-Time, Full-Time Students Receiving Pell Grants 2014
All Public Research U. UW Peers UW Pell Grant Ave. % Retention Ave.
Go To 6 Yr. Grad & Pell Grant Figures
Source: IPEDS 2014
Student-Faculty Ratio and Non-Resident Total Cost
MSU
NMSU
NDSU
OSU
SDSU UMont.
UI UMaine
UNR
URI
USU
Clem.UCSU
KSU
TTU
UNL
UNM
UU
WSU
WVU
$28,92115
11
13
15
17
19
21
23
25
$25,000 $30,000 $35,000 $40,000 $45,000 $50,000
Stu
de
nt-
Facu
lty
Rat
io 2
01
4
Total Cost – Non-Resident Students on Campus 2014-2015 AY
All Public Research U. UW Peers UW
Go To Resident Figures
Source: IPEDS 2013 Data
Foundation Endowment Value and Student Headcounts
UI
UMaine
MSU
UMont.
UNR
OSU
URI
USUCSU
KSU
UNL
Clem.UTTU
UU
WSU
WVU12,778 $404 R² = 0.5021
$100
$200
$400
$800
7,500 15,000 30,000
Tota
l En
do
wm
en
t V
alu
e (
20
13
) (L
oga
rith
mic
Sca
le)
Mill
ion
s
Total Student Headcount (Fall 2013) (Logarithmic Scale)
All Public Research U. UW Peers UW
Ave. Student Headcount Ave. Endowment Value Linear (UW Peers)
Go To Total Foundation Asset Figures