Spring Collection - Finance - FASB FP

Survey Form

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Finance for private for-profit institutions

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, 2008.)
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 box
below)

Don't know (Explain in box below)

You may use the space below to provide context for the data you've reported above.

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Part A - Balance Sheet Information
Fiscal Year 2008
(Last fiscal year ending before October 1, 2008)
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)

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Part B - Summary of Changes in Equity
Please complete Part A before providing data for Part B
Fiscal Year 2008
(Last fiscal year ending before October 1, 2008)
Report in whole dollars only
Line No.

Revenues, Expenses, Gains, and Losses

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

07

Adjustments to beginning net equity (CV)
CV=[B08-(B04+B05+B06)]

08

Equity, end of year (from A03)

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Amounts

Prior Year Amounts

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Part C - Student Grants
Fiscal Year 2008
(Last fiscal year ending before October 1, 2008)
Report in whole dollars only
Line No.

Student Grants

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

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Total Amount

Prior Year Amounts

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Part D - Revenues and Investment Return
Please complete Parts B and C before providing data for Part D
Fiscal Year 2008
(Last fiscal year ending before October 1, 2008)
Report in whole dollars only
Line
No.
01

Source of Funds

Amounts

Prior Year
Amounts

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)

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Part E - Expenses by Function
Please complete Part B before providing data for Part E
Fiscal Year 2008
(Last fiscal year ending before October 1, 2008)
Report in whole dollars only
Line
No.

Expenses by Functional Category

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)

Amounts

Prior Year
Amounts

Provide an explanation below if values cannot be reported separately.

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