Spring Collection - Finance - F3 form

Integrated Postsecondary Education Data System

IPEDS_ f3_form.txt

Spring Collection - Finance - F3 form

OMB: 1850-0582

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Finance 
Finance - Private institutions 
General Information 
Finance - FASB 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 (Explain in 
Caveats below) 
Don't know (Explain in Caveats 
below) 
Caveats: 
Page Survey Form e 1 of 7 
http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006


Survey Form Page 2 of 7 

Part A - Balance Sheet Information 

Fiscal Year 2006 

(Last fiscal year ending before October 1, 2006) 
Report in Whole Dollars Only 

Line No. Assets, Liabilities, and Equity Amounts Prior Year Amounts 
Assets 

01 Total assets 

Liabilities 

02 Total liabilities 


Equity
03 Total equity (CV)
CV = (A01 - A02)
04 Total liabilities and equity (CV)
CV = (A02 + A03)


http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 

11/20/2006 



Survey Form Page 3 of 7 

Part B - Summary of Changes in Equity
Please complete Part A before providing data for Part 
B 


Fiscal Year 2006


(Last fiscal year ending before October 1, 2006) 
Report in whole dollars only 

Line Revenues, Expenses, Gains, and Amounts Prior Year
No. Losses Amounts


01 Total revenues 

02 Total expenses (enter a positive number)
03 Sum of specific changes in equity (CV)
CV=[B04-(B01-B02)
]
04 Net income


05 Other changes in equity 

06 Equity, beginning of year 


Adjustments to beginning net equity 
07 (CV)
CV=[B08-(B04+B05+B06)
]
08 Equity, end of year (from A03)


http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 

11/20/2006 



Survey Form Page 4 of 7 

Part C - Student Grants
Fiscal Year 2006


(Last fiscal year ending before October 1, 2006) 
Report in whole dollars only 

Line Prior Year

Student Grants Total Amount 

No. Amounts 

01 Pell grants
02 Other federal grants
03 State and local grants
04 Institutional grants


05 Total student grants (CV) 
CV=[C01+...+C04]
06 Allowances applied to tuition and fees
07 Allowances applied to auxiliary enterprise
revenues



http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 

11/20/2006 



Survey Form Page 5 of 7 

Part D - Revenues and Investment Return
Please complete Parts B and C before providing data for Part 
D
Fiscal Year 2006


(Last fiscal year ending before October 1, 2006) 
Report in whole dollars only 
Line Prior Year 
No. Source of Funds Amounts Amounts 
01 Tuition and fees (net of amount reported in Part 
C, line 06) 
Government Appropriations, Grants and Contracts 
02 Federal appropriations, grants and contracts 
03 State and local appropriations, grants and 
contracts 
Private Grants and Contracts 
04 Private grants and contracts 
Other Revenue 
05 Investment income and investment gains 
(losses) included in net income 
06 Sales and services of educational activities 
07 Sales and services of auxiliary enterprises 
(net of amount reported in Part C, line 07) 
08 Other revenue (CV)
CV=[D09-(D01+...+D07)] 
09 Total revenues and investment return (from 
B01) 

http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 

11/20/2006 



Part E - Expenses by Function 
Please complete Part B before providing data for Part E 
Fiscal Year 2006 
(Last fiscal year ending before October 1, 2006) 
Report in whole dollars only 
Line 
No. 
Expenses by Functional Category 
Amounts 
Prior Year 
Amounts 
01 Instruction 
02 Research and Public service 
03 Academic support, Student services and 
Institutional support 
04 Auxiliary enterprises 
05 Net grant aid to students (net of tuition and fee 
allowances and agency transactions) 
06 All other expenses (CV) 
CV=[E07-(E01+...+E05)] 
07 Total expenses (from B02) 
Provide an explanation below if values cannot be reported separately. 
Caveats: 
Page Survey Form e 6 of 7 
http://surveys.nces.ed.gov/ipeds/PrintForms.aspx 11/20/2006


Survey Form Page 7 of 7 

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11/20/2006 



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