1 IPEDS Comparisons as a Component of an Institutional Funding Model Bruce D. Beck University of Wisconsin-Madison

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IPEDS Comparisons as a Component of an Institutional

Funding Model

Bruce D. Beck

University of Wisconsin-Madison

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University of Wisconsin System includes 26 campuses:

• 2 research-extensive doctoral universities (Madison, Milwaukee)

• 11 comprehensive non-doctoral 4-year institutions

• 13 two-year institutions, and university extension

3

UW System is attempting to develop an

Institutional Funding Model• To allocate resources across institutions within the

UW System

• To document UW funding requirements for the public and state government

• The focus is on the general fund ─ the critical base budget which can be leveraged to obtain resources from additional sources

4

Draft Funding Modelis currently based on─

• Student credit hours

• Course level (undergraduate, graduate)

• Discipline area (high- vs. low-cost )

• Other universities with similar missions

• Other universities of similar size

IPEDS comparisons help define general dimensions of the model, but provide less help

with internal components

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Funding Model For Public Research-Extensive Universities (N=97)IPEDS for 2003-04

0

100

200

300

400

500

600

700

800

900

1,000

0 500,000 1,000,000 1,500,000 2,000,000 2,500,000

Weighted Annual Semester Credit Hours

Gen

eral

Fu

nd

Rev

enu

es (

Mil

lio

ns

of

$)

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General Fund Revenue

IPEDS Finance Survey for FY 2003-04 Part B Revenue and Other Additions

• Operating Revenues Tuition & fees,

after deducting discounts & allowances

• Nonoperating Revenues State appropriations Local appropriations

Part E - Scholarships and Fellowships Discounts & allowances applied to tuition & fees

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IPEDS Finance SurveyPublic Research-Extensive Universities N=90

0

5

10

15

20

25

30

35

40

9798 9899 9900 0001 0102 0203 0304

Bil

lio

ns

.

Fiscal Year

Tuition and fees

Discounts andallowancesapplied to tuitionand fees

Tuition and fees,after deductingdiscounts andallowances

Stateappropriations

Localappropriations

Note: excludes 12 institutions with incomplete trend data

—GASB→

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IPEDS Definitions

• Scholarships and fellowships: Outright grants-in-aid, trainee stipends, tuition and fee waivers, and prizes awarded to students by the institution, including Pell grants. Awards to undergraduate students are most commonly referred to as "scholarships" and those to graduate students as "fellowships." These awards do not require the performance of services while a student (such as teaching) or subsequently as a result of the scholarship or fellowship. The term does not include loans to students (subject to repayment), College Work-Study Program (CWS), or awards granted because of faculty or staff status. Also not included are awards to students where the selection of the student recipient is not made by the institution.

• Discounts and allowances: That part of a scholarship or fellowship that is used to pay institutional charges such as tuition and fees or room and board charges.

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IPEDS Definitions

• Tuition & fees, after deducting discounts & allowances — Report all tuition & fees (including student activity fees) assessed against students for education purposes. Include revenues for tuition and fees net of discounts & allowances from institutional scholarships, waivers, etc. (report gross revenues minus discounts and allowances). Include here those tuition and fees that are remitted to the state as an offset to state appropriations. (Charges for room, board, and other services rendered by auxiliary enterprises are not reported here…..)

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IPEDS Finance Survey for FY 2003-04 Public Research-Extensive Universities (N=97)

0

200

400

600

800

1000

1200

Individual Universities

Gen

eral

Rev

enu

e (m

illi

on

s o

f $)

.

Tuition & FeesDiscounts and allowances applied to tuition and feesState appropriations

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0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%


Per

cen

t o

f G

ener

al R

even

ue

.

Tuition & FeesDiscounts and allowances applied to tuition and feesState appropriations

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Discounts & Allowancesas a Percentage of Gross Tuition & Fee Revenue


0%

5%

10%

15%

20%

25%

30%

35%

40%


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Credit Hours• IPEDS Fall Enrollment

– 12-Month Credit Activity, by Course Level:• Undergraduate• Graduate• Professional

• IPEDS Institutional Characteristics– Academic Calendar

• Association of American Medical Colleges– List of Universities with Medical Schools

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Conversion of Academic Quarter Credits to Semester Credits, using factor of 67%

12-Month Credit Activity during 2003-04(Undergraduate and Graduate Course Levels)

0

500

1,000

1,500

2,000

2,500

12-M

on

th C

red

it A

ctiv

ity

Original Credits

Converted Credits

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12-Month Credit Activity at the

University of Minnesota-Twin Citiesexcluding Professional Course Level

0

200

400

600

800

1,000

1,200

1,400

1,600

1,800

9798 9899 9900 0001 '0102 0203 0304Year

Th

ou

san

ds

of

Cre

dit

Ho

urs

QuarterCredits

EstimatedSemesterCreditsusing 67%factor

SemesterCredits

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12-month Credit Hour ActivityIPEDS Fall Enrollment Survey

Public Research-Extensive Universities (N=102)

0

10

20

30

40

50

60

70

80

9798 9899 9900 0001 0102 0203 0304

Fiscal Year

Stu

den

t C

red

it H

ou

rs (

mil

lio

ns)

.

Graduate Professional Undergraduate

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IPEDS Instructions• Credit hour activity - Include instructional activity in all

courses offered for credit that are measured in terms of credit hours, regardless of whether the student completed the course. (See the IPEDS Glossary for the definition of “credit course. ”) …. Do NOT include credit courses that are audited by students, or credit courses of students studying abroad. ….

• Level of course - The level of each course (undergraduate or graduate) should be the level of the course as designated by the institution. DO NOT INCLUDE FIRST-PROFESSIONAL COURSES WHEN REPORTING ACTIVITY AT THE UNDERGRADUATE OR GRADUATE LEVEL.

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12-month Credit Hour ActivityIPEDS Fall Enrollment Survey, Public Research-Extensive Universities

With Medical Schools (N= 39) and Without Medical Schools (N= 63)

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1997-98 1998-99 1997-98 1998-99

No Med School No Med School Med School Med School

Perc

en

t o

f S

tud

en

t C

red

it H

ou

rs .

Graduate Professional Undergraduate

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Percent of 1998-99 Credit Activity at Graduate and Professional LevelIPEDS Fall Enrollment Survey, Public Research-Extensive Universities

0%

5%

10%

15%

20%

25%

30%

35%

40%


graduate

professional

with medical schools without medical schools

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1997-98 - 12-Month Professional Credits

0

20,000

40,000

60,000

80,000

100,000

120,000

140,000

0 500 1,000 1,500 2,000 2,500 3,0001997 Fall Term FTE Enrollment

12-M

on

th C

red

it A

ctiv

ity

(Ad

just

ed t

o

Sem

este

r C

alen

dar

)

Iow a

Michigan-Ann Arbor

Michigan State

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Public Research-Extensive Universities (N=102)

0

10

20

30

40

50

60

70

80

9798 9899 9900 0001 0102 0203 0304

Fiscal Year

Stu

den

t C

red

it H

ou

rs (

mil

lio

ns)

.

Graduate ProfessionalEstimated Professional Undergraduate

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University "X"

0

100

200

300

400

500

600

700

800

9798 9899 9900 0001 0102 0203 0304

Fiscal Year

Stu

den

t C

red

it H

ou

rs (

tho

usa

nd

s)

.


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University "Y"

0

200

400

600

800

1000

1200

9798 9899 9900 0001 0102 0203 0304

Fiscal Year

Stu

den

t C

red

it H

ou

rs (

tho

usa

nd

s)

.Graduate ProfessionalEstimated Professional Undergraduate

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University "Z"

0

100

200

300

400

500

600

700

800

900

9798 9899 9900 0001 0102 0203 0304

Fiscal Year

Stu

den

t C

red

it H

ou

rs (

tho

usa

nd

s)

.


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University "W"

0

200

400

600

800

1000

1200

9798 9899 9900 0001 0102 0203 0304

Fiscal Year

Stu

den

t C

red

it H

ou

rs (

tho

usa

nd

s)

.


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Funding Modelfor Public Research-Extensive Universities

Based on IPEDS for 2003-04

Course Level of Credit Activity Weight

Cost per Weighted

CreditCost per

Credit

Undergraduate 1.0 427$ 427$ Graduate 2.0 427 853 First-Professional —

• No Medical School 2.0 427 853 • Includes a Medical School 4.7 427 2,005

Notes: Credits are converted to semester credits; first-professionalcredit activity is estimated from FTE Fall term enrollments.

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2003-04 12-Month Weighted Credit Activity

0

5

10

15

20

25

30

35

40

45

50

Original Weighted Original Weighted

Universities with MedicalSchools (N=37)

Universities Without MedicalSchools (N=60)

Mil

lio

ns

of

Cre

dit

Ho

urs

Professional

Graduate

Undergraduate

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0

100

200

300

400

500

600

700

800

900

1,000

0 500,000 1,000,000 1,500,000 2,000,000 2,500,000


Gen

eral

Fu

nd

Rev

enu

es (

Mil

lio

ns

of

$)

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0

100

200

300

400

500

600

700

800

900

1,000

0 500,000 1,000,000 1,500,000 2,000,000 2,500,000


Gen

eral

Fu

nd

Rev

enu

es (

Mil

lio

ns

of

$)

.Includes a Medical School

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0

100

200

300

400

500

600

700

800

900

1,000

0 500,000 1,000,000 1,500,000 2,000,000 2,500,000


Gen

eral

Fu

nd

Rev

enu

es (

Mil

lio

ns

of

$)

.AAUDE Members

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Expenses

Source of Funds Instruction ResearchPublic

serviceAcademic

supportStudent services

Institutional support

Physical Plant

Depre-ciation

Scholar-ships

Auxiliary enterprises

Hospital services Interest Total

Operating Revenues Tuition & fees

Grants and contracts - operating Federal operating grants and contractsState operating grants and contractsLocal/private operating grants and contractsSales & services of auxiliary enterprisesSales & services of hospitalsIndependent operationsOther sources

Nonoperating Revenues Federal appropriationsState appropriationsLocal appropriations, education district taxes, & similar support

Grants-nonoperating Federal grantsState grantsLocal grantsGiftsInvestment incomeOther nonoperating revenues

Other Revenues and Additions Capital appropriationsCapital grants & giftsAdditions to endowments

Total

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State & Local Appropriations

Tuition & fees, after deducting

discounts & allowances

Discounts and Allowances applied to

tuition & fees

Scholarships and

Fellowships

Waivers (revenue reductions)

Sales & services of auxiliary enterprises

Discounts & allowances applied to

sales & services of auxiliary

enterprises

Tuition Set-Aside

Institutional grants from unrestricted sources

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0

100

200

300

400

500

600

700

800

900

1,000

0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000


Gen

eral

Fu

nd

Rev

enu

es (

Mil

lio

ns

of

$)

.

Documents

1 IPEDS Comparisons as a Component of an Institutional Funding Model Bruce D. Beck University of Wisconsin-Madison