FY 2011 Compendium of Financial

Information

Arizona Board of Regents

Enterprise Initiatives, Finance and Strategic Planning Committee

December 1, 2011Finance Committee

Item #6December 1, 2011

Financial Compendium

• Financial Data• Research• Enterprise Metrics• State Budget• Tuition• Financial Aid• Capital

Financial Compendium• FINANCIAL DATA– FY 2011 Audited Annual Financial Statements– FY 2012 University Operating Budgets– Education and General Revenue and Expense

Trends– University Quarterly Status Updates and Financial

Snapshots – Sept 2011– University Investment Schedules – June 30, 2011– University Financial Ratios – FY 2002 - 2011– Schedule of University Net Assets – FY 2002 –

2011

Financial Compendium• RESEARCH– TRIF• 5-Year Budgets – FY 2012 – 2016• History of TRIF Revenue – FY 2007 – 2011

– University Research Performance Metrics

• ARIZONA UNIVERSITY SYSTEM ENTERPRISE METRICS

Financial Compendium

• STATE BUDGET– History of General Fund– History of Net Tuition and Fee Revenues– Enrollment Headcount and FTE Student– General Fund Per FTE Student

Financial Compendium• TUITION– Tuition and Mandatory Fee History– Tuition and Fee Revenue by Major Source– FY12 Tuition Increase Reconciliation– 2010-11 Peer Tuition and Fee Surveys– Mandatory Fee History– 2009 Median Family Income– 2010-11 Cost of Attendance as Percent of Median

Family Income

Financial Compendium

• FINANCIAL AID– Net Average Cost of Attendance (Adjusted for

Aid) by Income– Student Loans– Student Debt– Financial Aid by Type– Financial Aid From Tuition & Fee Revenue

Financial Compendium• CAPITAL– Building Inventory Statistics– Building Renewal Funding History– Debt History and Projections– Debt by Funding Category– Major Project List