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Key Performance Indicators March 2018 University of the Virgin Islands Board of Trustees Meeting March 03, 2018 1 March Report Key Performance Indicators • MODERN AND SAFE ENVIRONMENT – NUMBER OF CRIMES (CLERY REPORT) • FINANCIAL INDICATORS (6) • RESEARCH INDICATORS (6F) • DEVELOPMENT (6E) 2 MODERN AND SAFE ENVIRONMENT • Number of Crimes Reported (CLERY REPORT) 3 CAMPUS SAFETY CRIME STATISTICS UVI CLERY CRIME STATISTICS DATA 2015-2017* 4 St. Thomas Campus Calendar Years Albert A. Sheen Campus Calendar Years Clery National Comparison Data OFFENSE 2015 2016 2017* 2015 2016 2017* 2016 National Avg. Statistics 2015 Asp. Peer Incident Range 2015 Inst. Peer Incident Range MURDER / NON-NEGLIGENT MANSLAUGHTER 0 0 0 0 0 0 0.01 0 0 NEGLIGENT MANSLAUGHTER 0 0 0 0 0 0 N/A 0 0 RAPE 0 0 0 0 0 0 1.87 0 0-2 SEX OFFENCES, NON FORCIBLE (Incest and statutory rape) 0 0 0 0 0 0 0.29 0-1 0 ROBBERY 0 0 0 0 0 0 1.05 0 0-4 AGGRAVATED ASSAULT 0 3 2 0 0 1 2.01 0-6 0-1 BURGLARY 3 4 2 0 1 0 8.80 0-22 0-15 MOTOR VEHICLE THEFT 1 0 1 0 0 0 2.96 0 0 ARSON 0 0 0 0 0 0 0.32 0-1 0-2 ARRESTS for ILLEGAL WEAPONS Possession 1 0 0 0 0 0 N/A 0-1 0-3 DRUG LAW Violations 0 1 0 0 0 0 N/A 0-7 0-23 LIQUOR LAW Violations 0 0 0 0 0 0 N/A 0-12 0-4 DISCIPLINARY REFERRALS for ILLEGAL WEAPONS Possession 0 0 0 0 0 0 N/A 0-15 0-1 DRUG LAW Violations 1 0 2 0 0 0 N/A 0-165 0-49 LIQUOR LAW Violations 3 0 4 0 0 0 N/A 0-211 0-13 Please note: NONE of the incidents cited above manifested evidence of hate crime or prejudice or that the victim was intentionally selected based on actual or perceived race, gender, religion, sexual orientation, ethnicity, nationality or disability. * Clery reports are reported on a calendar year basis and are due by October 1 of each year. National campus crime averages are derived from the Clery reports filed with the Department of Education. Preliminary campus crime data is presented for the calendar year 2017. FINANCIAL SUSTAINABILITY AND GROWTH (6) • Percent of local government funding • Percent of tuition and fees to operating revenues • Instructional expenses • Academic support expenses • Students services support expenses • Expenditures vs. FTE • Instructional productivity (credit hours) vs. Instructional expenses • Endowment vs. FTE 5 FINANCIAL INDICATORS – FISCAL YEAR 2016 OPERATING REVENUES ($41,621,696) VS. NON-OPERATING REVENUES ($40,920,939) 6 $15,996,178.00 , 38% $17,293,003.00 , 42% $3,537,075.00 , 8% $3,146,509.00 , 8% $1,648,931.00 , 4% FY 2016 Operating Revenues Tuition and fees Federal grants and contracts State grant and contracts Auxiliary enterprises Reichhold Center Other operating revenues $26,816,843.00 , 66% $5,283,873.00 , 13% $431,878.00 , 1% $3,696,140.00 , 9% $4,692,205.00 , 11% FY 2016 Non-Operating revenues Local government appropriations Pell Grants Gifts Net investment income Local capital appropriations 38% 39% 37% 39% 2013 2014 2015 2016 7 PERCENTAGE OF TUITION AND FEES TO TOTAL UVI’S OPERATING REVENUES Aspirational peers ratio: 30% Institutional Peers ratio: 36% 8 FY 2016 V.I. GOVERNMENT SUPPORT $31,509,048 $26,816,843 , 85% $4,692,205 , 15% Local government appropriations and special programs Debt service V.I. GOVERNMENT SUPPORT* 9 *Appropriations for operations + special programs +debt service (medical school included) Millions FY 09 FY 13 FY 14 FY 15 FY 16 FY 17 -/+ % change** VI Government Support* $34.5 $28.9 $30.5 $30.4 $31.5 $24.8 -14% FY 16: Government support represents 38% of all UVI revenues (operating and non-operating) ** percent change between FY13 and FY 17 – FY 17: unaudited figures 6G. Restore local government funding to 2009 levels and higher. • By fall 2017, UVI will seek to restore local government funding to 2009 levels INSTITUTIONAL PEER COMPARISON STATE AND LOCAL SUPPORT - (source IPEDS) 10 Institution FY 2016 Institutional Peers State and Local Support Alabama A & M University $ 40,521,522 University of Guam $ 29,678,665 UVI (FY16)(allotment) $ 26,816,843 Savannah State University $ 22,014,788 Western New Mexico University $ 20,557,135 Albany State University $ 19,484,105 Langston University $ 17,692,293 Ohio State University-Lima Campus $ 3,409,439 6G. Restore local government funding to 2009 levels and higher. • By fall 2017, UVI will seek to restore local government funding to 2009 levels ASPIRATIONAL PEER COMPARISON STATE AND LOCAL SUPPORT 11 Institution FY 2016 Aspirational Peers State and Local Support SUNY at Purchase College $ 55,271,947 Delaware State University $ 35,207,500 The University of Texas of the Permian Basin $ 34,281,577 University of Hawaii at Hilo $ 33,207,389 UVI (FY16)(allotment) $ 26,816,843 Oregon Institute of Technology $ 25,175,551 Wayne State College $ 21,642,044 University of Montevallo $ 18,015,810 6G. Restore local government funding to 2009 levels and higher. • By fall 2017, UVI will seek to restore local government funding to 2009 levels PEER COMPARISON: PERCENTAGE OF STATE AND LOCAL SUPPORT TO TOTAL REVENUES 12 31% 28% 31% 32% 29% 31% 34% 29% 31% 33% 29% 31% 32% 28% 34% UVI Inst. Peers Asp. Peers FY12 FY13 FY14 FY15 FY 16 6G. Restore local government funding to 2009 levels and higher. • By fall 2017, UVI will seek to restore local government funding to 2009 levels TOTAL EXPENSES $86,491,986 13 2,888,795, 3% 74,963,972, 87% 8,639,219, 10% Interest on indebtedness Core expenses Other expenses (include auxiliary and scholarships) Expenses UVI FY 2016 Institutional Peers Aspirational Peers Instruction 22% 21% - 59% 31% - 39% Research 14% 1% - 35% 1% - 13% Public service 9% 1% - 11% 0% - 9% Academic support 7% 4% - 17% 5% - 23% Institutional support 20% 9% - 22% 7% - 17% Student services 5% 4% - 12% 4% - 20% Other core expenses 23% 7% - 30% 0% - 40% 14 CORE EXPENSES* % OF TOTAL CORE EXPENSES $83,658,767 (source IPEDS) *Total expenses for the essential education activities of the institution. Core expenses for public institutions reporting under GASB standards include expenses for instruction, research, public service, academic support, student services, institutional support, operation and maintenance of plant, depreciation, scholarships and fellowships, interest and other operating and non-operating expenses. Core expenses for FASB (primarily private, not-for-profit and for-profit) institutions include expenses on instruction, research, public service, academic support, student services, institutional support, net grant aid to students, and other expenses. For both FASB and GASB institutions, core expenses exclude expenses for auxiliary enterprises (e.g., bookstores, dormitories), hospitals, and independent operations. Expenses UVI FY 2016 Institutional Peers Aspirational Peers Instruction $ 8,680 $ 6,415 $ 10,307 Research $ 5,726 $ 1,762 $ 966 Public service $ 3,614 $ 1,023 $ 549 Academic support $ 2,632 $ 1,590 $ 2,835 Institutional support $ 8,226 $ 3,456 $ 3,584 Student services $ 2,120 $ 1,625 $ 3,539 Other core expenses $ 9,131 $ 2,775 $ 2,581 Total core expenses 15 CORE EXPENSES PER FTE (source IPEDS) The full-time equivalent (FTE) enrollment used in this report is the sum of the institution’s FTE undergraduate enrollment and FTE graduate enrollment (as calculated from or reported on the 12-month Enrollment component). FTE is estimated using 12- month instructional activity (credit and/or contact hours). All doctor’s degree students are reported as graduate students. UVI CHP Cost Institutional Peers* CHP Cost Aspirational Peers* CHP Cost FY 2016 $292 $117 - $293 $190 - $541 FY 2015 $357 $115 - $275 $213 - $631 FY 2014 $327 $111 - $299 $192 - $538 FY 2013 $310 $113 - $283 $202 - $502 FY 2012 $275 $116 - $319 $199 - $492 16 INSTRUCTIONAL PRODUCTIVITY VS. INSTRUCTIONAL EXPENSES *Includes public and private institution Instructional Expenses / Credit Hours Production 17 ENDOWMENT BY STUDENT FTE INSTITUTIONAL PEER COMPARISON Institution Name Fiscal Year 2016 Endowment by Student FTE UVI (FY16) $ 29,733 Langston University $ 19,692 Clark Atlanta University $ 17,935 Western New Mexico University $ 5,721 Ohio State University-Lima Campus $ 5,594 University of Guam $ 5,120 Savannah State University $ 1,551 Universidad Del Turabo $ 1,493 Albany State University $ 596 6E: Expand the funding base of the University through increased philanthropic support. • By spring 2018, UVI will raise $15 million in gifts and contributions through annual giving and the capital campaign. (Data source – UVI and IPEDS) 18 ENDOWMENT BY STUDENT FTE ASPIRATIONAL PEER COMPARISON Institution Name Fiscal year 2016 Endowment by Student FTE Alfred University $ 44,121 UVI (FY16) $ 29,733 Andrews University $ 17,409 SUNY at Purchase College $ 14,608 St Andrews University $ 12,995 The University of Texas of the Permian Basin $ 9,701 University of Montevallo $ 7,434 Oregon Institute of Technology $ 6,735 Wayne State College $ 6,411 Delaware State University $ 6,254 University of Hawaii at Hilo $ 72 6E: Expand the funding base of the University through increased philanthropic support. • By spring 2018, UVI will raise $15 million in gifts and contributions through annual giving and the capital campaign. (Data source – UVI and IPEDS) FINANCIAL SUSTAINABILITY AND GROWTH (6F) • Research awards by year: • Research Awards by source 19 RESEARCH INDICATORS EXTERNALLY FUNDED GRANTS AND CONTRACTS AWARDS FY 2017 (Source: UVI) 20 6F: Increase the number and dollar value of federal, corporate, and industry grants awarded to the University. • By spring 2017, UVI will increase the number and dollar value of federal grants awarded to the University by 25% over current levels. (Data source: Office of Sponsored Programs – UVI) $18.8M 13.79 14.47 13.42 7.74 FY 2014 FY 2015 FY 2016 FY 2017 Federal Direct Awards Federal Subcontracts VI Territory Private target total 21 • In FY 2017 a total of 58 proposals (70 in FY 2016) were submitted with a total of 63 awards received (48 in FY 2016). Awards by Source FY 2016 FY 2017 Federal Direct Awards $11,893,643 $5,441,402 Federal Subcontracts $892,648 $1,195,709 VI Territory $615,755 $977,910 Private $14,500 $123,709 EXTERNALLY FUNDED GRANTS AND CONTRACTS AWARDS BY SOURCE FY 2016 -2017 (Source: UVI) 6F: Increase the number and dollar value of federal, corporate, and industry grants awarded to the University. • By spring 2017, UVI will increase the number and dollar value of federal grants awarded to the University by 25% over current levels. (Data source: Office of Sponsored Programs – UVI) FEDERAL GRANTS AND CONTRACTS FY 2016 - PEER COMPARISON 22 Federal government grants and contracts (revenues): Revenues from federal governmental agencies that are for training programs, research, or public service activities for which expenditures are reimbursable under the terms of a government grant or contract. Includes Pell Grants. (source IPEDS - GASB for public institutions) Federal Grants: Transfers of money or property from the Federal government to the education institution without a requirement to receive anything in return. These grants may take the form of grants to the institutions to undertake research or they may be in the form of student financial aid, (source IPEDS – FASB (Financial Accounting Standards Board) for private, not-for-profit institutions or public institutions using FASB) 23 FEDERAL GRANTS AND CONTRACTS* FY 2016 – INSTITUTIONAL PEER COMPARISON *Federal operating grants and contracts are revenues from federal government agencies that are for specific research projects or other types of programs and that are classified as operating revenues. Source IPEDS ** Federal grants - Private not-for-profit institutions 6F: Increase the number and dollar value of federal, corporate, and industry grants awarded to the University. • By spring 2017, UVI will increase the number and dollar value of federal grants awarded to the University by 25% over current levels. (Data source: Office of Sponsored Programs – UVI) University of Guam $ 30,461,032 Alabama A & M University $ 24,298,799 University of the Virgin Islands $ 17,380,135 Langston University $ 14,447,267 Clark Atlanta University $ 14,163,057 Universidad Del Turabo $ 10,416,989 Savannah State University $ 9,780,672 Albany State University $ 8,389,997 Western New Mexico University $ 1,690,532 Ohio State University-Lima Campus $ 1,368,506 24 FEDERAL GRANTS AND CONTRACTS* FY 2016 – ASPIRATIONAL PEER COMPARISON *Federal operating grants and contracts are revenues from federal government agencies that are for specific research projects or other types of programs and that are classified as operating revenues. Source IPEDS ** Federal grants - Private not-for-profit institutions 6F: Increase the number and dollar value of federal, corporate, and industry grants awarded to the University. • By spring 2017, UVI will increase the number and dollar value of federal grants awarded to the University by 25% over current levels. (Data source: Office of Sponsored Programs – UVI) Delaware State University $ 23,281,804 University of the Virgin Islands $ 17,380,135 University of Hawaii at Hilo $ 16,803,446 Alfred University** $ 4,975,041 The University of Texas of the Permian Basin $ 3,425,413 Andrews University** $ 2,630,226 University of Montevallo $ 1,714,743 St Andrews University** $ 1,095,829 SUNY at Purchase College $ 1,018,707 Oregon Institute of Technology $ 674,401 Wayne State College $ 526,066 DEVELOPMENT 25 DEVELOPMENT October 01, 2017 – January 24, 2018 26 • Total Contribution $879,698 + 88% Academic, $301,375.00 , 34% Auxiliary, $149,525.47 , 17% Gifts-in-Kind, $3,000.00 , 0% Scholarship, $390,375.00 , 45% Unrestricted, $35,422.07 , 4% Fund Designation 2018 DEVELOPMENT October 01, 2017 – January 24, 2018 27 Total Contribution by Constituency FY 18 FY 17 Alumni giving rate 1% 2% Trustees contributions 17% 17% Cabinet contributions 30% 25% $11,745.17 $600.00 $502,888.00 $92,914.37 $266,500.00 $5,050.00 Fund Designation 2018 Alumni Cabinet Corp./Business and Foundation Friend of UVI RTPark/EDC Trustee DEVELOPMENT UVI Online Contributions October to Present each year 28 FY2017 FY2018 0 5000 10000 15000 20000 25000 30000 35000 40000 Number of Gifts Gift value Average gift Number of Gifts, 48 Gift value, $27,810.16 Average gift, $579.00 Number of Gifts, 193 Gift value, $38,905.54 Average gift, $202.00 DEVELOPMENT CUMULATIVE CONTRIBUTION October 1, 2012 – January 24, 2018 29 6E: Expand the funding base of the University through increased philanthropic support. • By spring 2018, UVI will raise $15 million in gifts and contributions through annual giving and the capital campaign. (Data source – UVI and IPEDS) $2.90 $5.62 $9.64 $11.67 $12.87 $14.89 $15.77 $15 0 2 4 6 8 10 12 14 16 18 FY12 FY12 to FY13 FY12 to FY14 FY12 to FY15 FY12 to F FY16 FY12 to FY17 FY12 to FY18 Millions