1. Higher Education Budgeting in Indiana 102 Indiana Commission for Higher Education October 12, 2006

2. Higher Education Budgeting in Indiana 102 NATIONAL CONTEXT

3. Higher Education Appropriations per FTE by State, 2005 U.S. Indiana Source: SHEEO SHEF, State Higher Education Finance FY2005.

4. Full-Time-Equivalent (FTE) Enrollment in Public Higher Education, Percent Change by State, 1990-2005 Source: SHEEO SHEF, State Higher Education Finance FY2005. Indiana U.S.

5. Educational Appropriations per FTE, Percent Change by State, 1990-2005 U.S. Indiana Source: SHEEO SHEF, State Higher Education Finance FY2005.

6. Total Educational Revenues per FTE, Percent Change by State, 1990-2005 Source: SHEEO SHEF, State Higher Education Finance FY2005. U.S. Indiana

7. Net Tuition as a Percentage of Public Higher Education Total Educational Revenues by State, 2005 Source: SHEEO SHEF, State Higher Education Finance FY2005. U.S. Indiana

8. Change in State and Family Share of Education Expenditures FY1995 to FY2005 Source: Indiana Commission for Higher Education.

9. Higher Education Budgeting in Indiana 102 STATE TO STATE COMPARISONS

10. Higher Education Budgeting in Indiana 102 Selected Peer States MichiganIllinois OhioWisconsin Minnesota Virginia WashingtonMassachusetts

11. Enrollment in Public Postsecondary Institutions in Selected States (Fall 2004) Source: Chronicle of Higher Education Almanac

12. Enrollment in Public Postsecondary Institutions per capita for Selected States Source: Chronicle of Higher Education Almanac

13. Enrollment in Public and Independent Postsecondary Institutions in Selected States (Fall 2004) Source: Chronicle of Higher Education Almanac

14. State Appropriations for Higher Education FY 2006 ($000) Source: Chronicle of Higher Education Almanac

15. Higher Education Appropriations per capita FY 06 Source: Chronicle of Higher Education Almanac

16. Higher Education Appropriations per FTE FY 06 Source: Chronicle of Higher Education Almanac

17. Increases in State Appropriations for Higher Education FY95-FY 06 Source: Chronicle of Higher Education Almanac

18. Fall headcount enrollment in Indiana postsecondary institutions Total 346,378 Public 266,790 Private 79,588 Source: Annual Editions of Report of Enrollment in Indiana Colleges and Universities, prepared for the Indiana Association of Collegiate Registrars and Admissions Officers. Independent Colleges of Indiana. Commission for Higher Education Student Information System.

19. State Higher Education Operating Appropriations per Hoosier FTE 1992 – 2004 (nominal) Source: Indiana Commission for Higher Education

20. Inflation Adjusted State Higher Education Operating Appropriations per Hoosier FTE 1992 – 2004 (2004 $) Source: Indiana Commission for Higher Education

21. Total State Student Aid Appropriations FY 05 ($000) Source: Chronicle of Higher Education Almanac

22. Student Aid Appropriations per capita FY 05 Source: Chronicle of Higher Education Almanac

23. Student Aid Appropriations per Resident FTE FY 05 Source: Chronicle of Higher Education Almanac

24. Student Aid Appropriations per All FTE FY 05 Source: Chronicle of Higher Education Almanac

25. Total Higher Education and Student Aid Appropriations per capita FY 06 Source: Chronicle of Higher Education Almanac

26. Total Higher Education and Student Aid Appropriations per FTE (FY 05) Source: Chronicle of Higher Education Almanac

27. Average Tuition 4yr. Public Institutions Fall 04 (U.S. DOE) Source: Chronicle of Higher Education Almanac

28. Average Tuition 2yr. Public Institutions Fall 04 (U.S. DOE) Source: Chronicle of Higher Education Almanac

29. Average Tuition 4yr. Independent Institutions Fall 04 (U.S. DOE) Source: Chronicle of Higher Education Almanac

30. Federally Funded Expenditures on Research & Development (NSF FY 04, $000) Source: NCHEMS using NSF data, 2004.

31. Federally Funded Expenditures on Research & Development per Capita (NSF FY 04) Source: NCHEMS using NSF data, 2004.

32. Total Expenditures on Research & Development (NSF FY 04, $000) Source: NCHEMS using NSF data, 2004.

33. Total Expenditures on Research & Development per Capita (NSF FY 04) Source: NCHEMS using NSF data, 2004.

34. Higher Education Budgeting in Indiana 102 CAMPUS PEER COMPARISONS

35. Revenues per FTE Student—Indiana Institutions as a Percentage of Peer Group Medians Unrestricted: State, Local, Tuition, Fees, Private Gifts Per FTE Restricted: Government Grants and Contracts Per FTE Total E&G Revenue Per FTE Student 102.1 96.8 114.3 99.3 125.6 86.9 81.9 109.0 106.4 87.8 86.4 119.2 126.5 113.4 83.7 91.5 74.3 80.9 91.6 70.8 95.7 77.5 77.4 75.5 118.0 95.6 95.3 119.4 44.5 68.2 113.9 84.0 61.9 38.5 63.9 34.4 55.8 41.2 75.2 51.3 195.8 43.2 80.0 174.8 80.4 84.7 102.0 55.6 101.5 101.3 82.9 98.3 126.0 203.0 97.3 139.8 81.0 83.3 110.9 120.0 112.1 79.7 71.0 87.1 97.0 79.0 85.5 97.3 136.6 99.4 77.4 90.6 74.2 76.4 91.3 62.7 90.9 79.8 73.2 76.0 117.1 114.1 93.3 126.0 INDIANA UNIVERSITY-BLOOMINGTON PURDUE UNIVERSITY-MAIN CAMPUS BALL STATE UNIVERSITY INDIANA UNIVERSITY-PURDUE UNIVERSITY-INDIANAPOLIS INDIANA STATE UNIVERSITY INDIANA UNIVERSITY-PURDUE UNIVERSITY-FORT WAYNE UNIVERSITY OF SOUTHERN INDIANA INDIANA UNIVERSITY-SOUTH BEND INDIANA UNIVERSITY-NORTHWEST INDIANA UNIVERSITY-SOUTHEAST PURDUE UNIVERSITY-CALUMET CAMPUS INDIANA UNIVERSITY-KOKOMO INDIANA UNIVERSITY-EAST PURDUE UNIVERSITY-NORTH CENTRAL CAMPUS IVY TECH STATE COLLEGE-NORTHCENTRAL IVY TECH STATE COLLEGE-CENTRAL INDIANA IVY TECH STATE COLLEGE-COLUMBUS IVY TECH STATE COLLEGE-EAST CENTRAL IVY TECH STATE COLLEGE-KOKOMO IVY TECH STATE COLLEGE-LAFAYETTE IVY TECH STATE COLLEGE-NORTHEAST IVY TECH STATE COLLEGE-SOUTH CENTRAL IVY TECH STATE COLLEGE-SOUTHWEST IVY TECH STATE COLLEGE-WABASH VALLEY IVY TECH STATE COLLEGE-WHITEWATER IVY TECH STATE COLLEGE-NORTHWEST IVY TECH STATE COLLEGE-SOUTHEAST VINCENNES UNIVERSITY IVY TECH STATE COLLEGE-BLOOMINGTON Institution Revenues Below 90% of Peer Group Median90 to 110% of Peer Group MedianAbove 110% of Peer Group Median Source: NCHEMS,Indiana Taskforce on Affordability

36. Expenditures per FTE Student—Indiana Institutions as a Percentage of Peer Group Medians Below 90% of Peer Group Median90 to 110% of Peer Group MedianAbove 110% of Peer Group Median Source: NCHEMS,Indiana Taskforce on Affordability

37. Higher Education Budgeting in Indiana 102 INDIANA’S FISCAL POSITION

38. Change in Official Combined Reserve Balance including debt owed to Postsecondary Institutions, Schools and Local Units of Government FY 07 estimated. Source: State Budget Agency

39. State General Fund and PTRC Revenue Growth FY00 – FY 07 Note: FY 00-06 actual, FY 07 estimated. Source State Budget Agency

40. Compare State Revenue Growth with Higher Education Appropriations FY00 – FY 07 State revenue forecast for FY 08 and FY 09 will be December 2006

41. Higher Education Budgeting in Indiana 102 DEBT SERVICE

42. Change in State Appropriations FY01 – FY 07

43. Debt Service as a Percentage of Operating and Debt Service Appropriations 1975-2005

44. New Appropriations FY 06 $28.6 million

45. New Appropriations FY 07 $44.8 million

46. Debt Service Requests 07-09 ($ millions) FY 08FY 09 $25.9$50.7* *FY 09 would be the appropriation if all capital projects requested are authorized by the General Assembly

47. Plant Expansion Continuation of method implemented in 2003-05 –Nonresearch facilities receive the lesser of the statewide average personal services and general S&E per GSF + campus utilities per GSF or the actual request –Research facilities calculated in same manner, but using statewide research facility average for personal services and general S&E + campus research facility utility costs per GSF –New leases requested in plant expansion

48. Plant Expansion Requests 07-09 ($ millions) FY 08FY 09 $10.0$14.3

49. Higher Education Budgeting in Indiana 102 DEGREE COMPLETION INCENTIVE

50. Degree Production Incentive While it is very important to fund growth, the State should consider outputs as well as inputs in its funding decisions Increasing graduation rates and decreasing time to degree is good for students, parents, institutions, and the State The State should consider a base adjustment that rewards institutions for graduating more students faster

51. Six-Year Degree-Completion Rates in Indiana Postsecondary Education by Race and Degree Source: National Center for Education Statistics, 2003 IPEDS Graduation Rate Survey

52. Six-Year Graduation Rates Relative to Peer Groups Indiana University-Bloomington Purdue University-Main Campus Ball State University Indiana University-Purdue University-Indianapolis Indiana State University Indiana University-Purdue University-Fort Wayne University of Southern Indiana Indiana University-South Bend Indiana University-Northwest Indiana University-Southeast Purdue University-Calumet Campus Purdue University-North Central Campus Indiana University-Kokomo Indiana University-East Source: National Center for Higher Education Management Systems (IPEDS Graduation Rate Survey, 2003)

53. Degree Production Incentive as proposed 05-07 Funding for 4-yr institutions based on improvement in baccalaureate degrees awarded per Hoosier FTE Funding for 2-year institutions based on improvement in associate’s degrees awarded per Hoosier FTE Incentive pays $3,500 per FTE, same as enrollment change subsidy rate Using baccalaureate degrees per Hoosier FTE provides for the inclusion of part-time and transfer students

54. Higher Education Budgeting in Indiana 102 SPECIAL APPROPRIATION REQUESTS

55. Economic Development Related Higher Education Special Appropriation Requests FY 08FY09 Life Sciences (IU)30,000,00050,000,000 Purdue Indiana's New Manufacturing Economy$5,000,000 International Ctr for Motorsports Studies (ISU)$500,000$1,050,000 Ctr for Research, Enterprise & Econ Develop (ISU)$400,000$850,000 Econ Devel Outreach In SW Indiana (USI)$950,000$1,800,000 Strategic Skills Initiative (VU)$3,500,000$6,000,000