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2998701
ICR 200705-1850-004 · OMB 1850-0582 · Object 2998701.
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| File Type | text/plain |
|---|---|
| File Title | 2998701 |
| Author | root |
| Last Modified By | texttopdf/2.0.0 |
| File Created | 2026-10-04 |
| Conversion State | complete |
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Survey Form Page 1 of 23 Finance Finance - Public institutions General Information Finance - Public Institutions To the extent possible, the finance data requested in this report should be provided from your institution's audited General Purpose Financial Statement (GPFS). Please refer to the instructions specific to each page of the survey for detailed instruction and references. 1. Fiscal Year calendar This report covers financial activities for the 12-month fiscal year: (The fiscal year reported should be the most recent fiscal year ending before October 1, 2006.) Beginning: month/year (MMYYYY) Month: Year: And ending: month/year (MMYYYY) Month: Year: 2. Audit Opinion Did your institution receive an unqualified opinion on its General Purpose Financial Statements from your auditor for the fiscal year noted above? (If your institution is audited only in combination with another entity, answer this question based on the audit of that entity.) Unqualified Qualified Don't know 3. GASB Statement No. 34 offers three alternative reporting models for special-purpose governments like colleges and universities. Which model is used by your institution ? Business Type Activities Governmental Activities Governmental Activities with Business-Type Activities 4. If your institution participates in intercollegiate athletics, are the expenses accounted for as auxiliary enterprises or treated as student services? Auxiliary enterprises Student services Does not participate in intercollegiate athletics Other (specify in caveats box below) 5. Does this institution or any of its foundations or other affiliated organizations own endowment assets ? Yes - (report endowment assets) No 6.Component Units Each discretely presented component unit should be reported in the same manner and amounts as included on the face of the institution�s GPFS. There should be one Finance Survey component unit form (Part F or G) completed for each column on the face of the GPFS other than the institution itself, whether that column represents a single component unit or a combination of component units. Number of component unit columns on GPFS using FASB standards Number of component unit columns on GPFS using GASB standards Caveats: http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Page Survey Form e 2 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 3 of 23 Part A - Statement of Net Assets Fiscal Year 2006 Report in whole dollars only Line no. Current year amount Prior year amount Current Assets 01 Total Current Assets Noncurrent Assets 02 Capital assets - depreciable (gross) 03 Accumulated depreciation (enter as a positive amount) 04 Other noncurrent assets (CV) CV=[A05-(A02-A03)] 05 Total noncurrent assets 06 Total assets (CV) CV=(A01+A05) Current Liabilities 07 Long-term debt, current portion 08 Other current liabilities (CV) CV=(A09-A07) 09 Total current liabilities Noncurrent Liabilities 10 Long-term debt 11 Other noncurrent liabilities (CV) CV=(A12-A10) 12 Total noncurrent liabilities 13 Total liabilities (CV) CV=(A09+A12) Net Assets 14 Invested in capital assets, net of related debt 15 Restricted-expendable 16 Restricted-nonexpendable 17 Unrestricted (CV) CV=[A18-(A14+A15+A16)] 18 Total Net assets (CV) CV=(A06-A13) CV= Calculated Value CAVEATS http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Page Survey Form e 4 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part A - Plant, Property, and Equipment Fiscal Year 2006 Report in whole dollars only Line No. Description Beginning balance Additions Retirements (CV) Ending balance Plant,Property, and Equipment 21 Land & land improvements 22 Infrastructure 23 Buildings 24 Equipment 25 Art and library collections 26 Property obtained under capital leases (if not included in equipment) 27 Construction in progress 28 Accumulated depreciation CV = (Beginning Balance + Additions - Ending Balance) CAVEATS Page Survey Form e 5 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 6 of 23 Part B - Revenues and Other Additions Fiscal Year 2006 Line No. 01 02 Report in whole dollars only Source of Funds Operating Revenues Tuition & fees, after deducting discounts & allowances Grants and contracts -operating Federal operating grants and contracts Current year amount Prior year amount 03 State operating grants and contracts 04 05 06 07 08 09 Local/private operating grants and contracts Sales & services of auxiliary enterprises, after deducting discounts & allowances Sales & services of hospitals, after deducting patient contractual allowances Independent operations Other sources - operating (CV) CV=[B09-(B01+ ....+B07)] Total operating revenues http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 7 of 23 Part B - Revenues and Other Additions Fiscal Year 2006 Report in whole dollars only Line No. Source of funds Current year amount Prior year amount Nonoperating Revenues 10 Federal appropriations 11 State appropriations 12 Local appropriations, education district taxes, & similar support Grants-nonoperating 13 Federal nonoperating grants 14 State nonoperating grants 15 Local nonoperating grants 16 Gifts, including contributions from affiliated organizations 17 Investment income 18 Other nonoperating revenues (CV) CV=[B19-(B10+...+B17)] 19 Total nonoperating revenues http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part B - Revenues and Other Additions Fiscal Year 2006 Report in whole dollars only Line No. Resource of funds Current year amount Prior year amount Other Revenues and Additions 20 Capital appropriations 21 Capital grants & gifts 22 Additions to permanent endowments 23 Other revenues & additions (CV) CV=[B24-(B20+...+B22)] 24 Total other revenues and additions 25 Total all revenues and other additions (CV) CV=(B09+B19+B24) CV = Calculated Value CAVEATS Page Survey Form e 8 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 9 of 23 Report in whole dollars only Line No. Description Operating Expenses 01 Instruction 02 Research 03 Public service 05 Academic support 06 Student services 07 Institutional support Operation & 08 maintenance of plant 09 Depreciation Scholarships and fellowships 10 expenses, excluding discounts & allowances (do not include work study here) 11 Auxiliary enterprises 12 Hospital services 13 Independent operations Other expenses 14 & deductions (CV) CV=[C15(C01+...+C13)] 15 Total operating expenses Prior year amount Part C - Expenses and Other Deductions Fiscal Year 2006 12345 Current year total Salaries & wages Employee fringe Depreciation All benefits other http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part C - Expenses and Other Deductions Fiscal Year 2006 Report in whole dollars only 1 2 3 4 5 Line No. Description Current year total Salaries & wages Employee fringe benefits Depreciation All other Nonoperating Expenses and Deductions 16 Interest 17 Other nonoperating expenses & deductions (CV) CV=(C18-C16) 18 Total nonoperating expenses & deductions (CV) CV=(C19-C15) 19 Total expenses & deductions Prior year amount CV = Calculated Value CAVEATS Page Survey Form e 10 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part D - Summary of Changes In Net Assets Fiscal Year 2006 Line No. Description Current year amount Prior year amount 01 Total revenues & other additions (from B25) 02 Total expenses & deductions (from C19) 03 Increase in net assets during year (CV) CV=(D01-D02) 04 Net assets beginning of year 05 Adjustments to beginning net assets (CV) CV=[D06-(D03+D04)] 06 Net assets end of year (from A18) CV = Calculated Value CAVEATS Page Survey Form e 11 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part E - Scholarships and Fellowships Part E - Scholarships and Fellowships Fiscal Year 2006 Report in whole dollars only Line No. Source Current year amount Prior year amount Institutional Expenses and Discounts & Allowances Gross Scholarships and Fellowships (no loans included) 01 Pell grants (federal) 02 Other federal grants 03 Grants by state government 04 Grants by local government 05 Institutional grants from restricted resources 06 Institutional grants from unrestricted resources (CV) CV=[E07-(E01+...+E05)] 07 Total gross scholarships and fellowships Discounts and Allowances 08 Discounts & allowances applied to tuition & fees 09 Discounts & allowances applied to sales & services of auxiliary enterprises (CV) CV= (E10-E08) 10 Total Discounts & Allowances (CV) CV=(E07-E11) 11 Net scholarships and fellowships expenses after deducting discount & allowances (from C10) CV = Calculated Value CAVEATS Page Survey Form e 12 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 13 of 23 Part F - Component Unit That Uses FASB Standards Part F - GASB Component Unit that uses FASB Standards Fiscal Year 2006 Names of entities included: Primary nature (purpose) of unit(s) Report in whole dollars only Line No. Current year amount Statement of Financial Position 01 Long-term investments 02 Other assets (CV) CV=(F03-F01) 03 Total Assets 04 Total liabilities (CV) CV=(F03-F08) Net Assets 05 Temporarily restricted 06 Permanently restricted 07 Unrestricted (CV) CV=[F08-(F05+F06)] 08 Total net assets http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part F - Component Unit That Uses FASB Standards Part F - GASB Component Unit that uses FASB Standards Fiscal Year 2006 Report in whole dollars only Line No. Current year amount Statement of Activities 09 Investment return 10 Other revenues, gains, & other support (CV) CV=(F11-F09) 11 Total revenues, gains, & other support 12 Total expenses 12a Expenses paid to institution (included in F12) 13 Total losses (CV) CV=(F14-F12) 14 Total expenses and losses (CV) CV=(F11-F15) 15 Change in net assets 16 Net assets -- beginning of year 17 Adjustments to beginning net assets(CV) CV=[F18-(F15+F16)] 18 Net assets -- end of year (from F08) CV = Calculated value CAVEATS Page Survey Form e 14 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 15 of 23 Part G - Component Unit that Uses GASB Standards Part G - GASB Component Unit that uses GASB Standards Fiscal Year 2006 Names of entities included: Primary nature of unit(s) Report in whole dollars only Line No. Current year amount Statement of Net Assets 01 Total current assets 02 Total non-current assets (CV) CV=(G03-G01) 03 Total Assets 04 Total current liabilities 05 Total noncurrent liabilities (CV) CV=(G06-G04) 06 Total liabilities (CV) CV=(G3-G11) Net Assets 07 Invested in capital assets, net of related debt 08 Restricted-expendable 09 Restricted-nonexpendable 10 Unrestricted (CV) CV=[G11-(G07+...+G09)] 11 Total net assets http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part G - Component Unit that Uses GASB Standards Part G - GASB Component Unit that uses GASB Standards Fiscal Year 2006 Report in whole dollars only Line No. Current year amount Statement of revenues, expenses, and Changes in Net Assets 12 Total operating revenues 13 Total operating expenses 13a Expenses paid to institution (included in G13) 14 Net operating revenues (Expenses) (CV) CV=(G12-G13) 15 Total nonoperating revenues 16 Total nonoperating expenses (CV) CV=[(G14+G15)-G17] 17 Net income before other revenues, expenses, gains, or losses 18 Total other additions & deductions (CV) CV=(G19-G17) 19 Change in net assets 20 Net assets -- beginning of year 21 Adjustments to beginning net assets (CV) [G22-(G19+G20)] 22 Net assets -- end of year (from G11) CV = Calculated value CAVEATS Page Survey Form e 16 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 17 of 23 Part H - Details of Endowment Assets Fiscal Year 2006 Report in whole dollars only Line No. Value of Endowment Assets Market Value Prior Year Amounts 01 Value of endowment assets at the beginning of the fiscal year 02 Value of endowment assets at the end of the fiscal year http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 18 of 23 Part J - Revenue Data for Bureau of Census Part J - Revenues (Census Bureau) Fiscal Year 2006 Amount Total for all funds and operations Education and Agriculture Source and type (includes Auxiliary endowment funds, general/independent enterprises Hospitals extension/experiment but excludes operations services component units) (1) (2) (3) (4) (5) 01 Tuition and fees 02 Sales and services Federal 03 grants/contracts (excludes Pell Grants) Revenue from the state government: State 04 appropriations, current & capital 05 State grants and contracts Revenue from local governments: Local 06 appropriation, current & capital Local 07 government grants/contracts Receipts from 08 property and non-property taxes Gifts and private 09 grants, including capital grants 10 Interest earnings 11 Dividend earnings 12 Realized capital gains CAVEATS http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Page Survey Form e 19 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part K - Expenditure Data for Bureau of Census Part K - Expenditures Fiscal Year 2006 Category Amount Total for all funds and operations (includes endowment funds, but excludes component units) Education and general/ independent operations Auxiliary enterprises Hospitals Agriculture extension/ experiment services (1) (2) (3) (4) (5) 01 Salaries and wages 02 Employee benefits, total 03 Payment to state retirement funds (maybe included in line 02 above) 04 Current expenditures other than salaries Capital outlay: 05 Construction 06 Equipment purchases 07 Land purchases 08 Interest on debt outstanding, all funds & activities 09 Scholarships/fellowships CAVEATS Page Survey Form e 20 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part L - Debt and Assets, page 1 Part L - Debt and Assets Fiscal Year 2006 Debt Category Amount 01 Long-term debt outstanding at beginning of fiscal year 02 Long-term debt issued during fiscal year 03 Long-term debt retired during fiscal year 04 Long-term debt outstanding at end of fiscal year 05 Short-term debt outstanding at beginning of fiscal year 06 Short-term debt outstanding at end of fiscal year CAVEATS Page Survey Form e 21 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Part L - Debt and Assets, page 2 Part L - Debt and Assets (page 2) Fiscal Year 2006 Assets Category Amount 07 Total cash and security assets held at end of fiscal year in sinking or debt service funds 08 Total cash and security assets held at end of fiscal year in bond funds 09 Total cash and security assets held at end of fiscal year in all other funds CAVEATS Page Survey Form e 22 of 23 http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006 Survey Form Page 23 of 23 Print Form(s) GoBack http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006