UW Board of Trustees August 2016 Retreat...•Feedback & Development –June 15th –July 15th Met with and solicited feedback from: 1. Vice President Gern 2. Office of Institutional

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


• 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


• 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


• 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


• 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)


• 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


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


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


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


Online Programs are more expensive


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


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


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

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nti

on

Rat

e 2

01

4

Instructional Expenditures per Full Time Equivalent Student -2014



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


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

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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


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)


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


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


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



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



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)


Ave. Student Headcount Ave. Endowment Value Linear (UW Peers)

Go To Total Foundation Asset Figures

Documents

UW Board of Trustees August 2016 Retreat...•Feedback & Development –June 15th –July 15th Met with and solicited feedback from: 1. Vice President Gern 2. Office of Institutional