Budget Overview

OSU Faculty SenateBudget Presentation

November 10, 2011

Budget Factors(Increase over prior year actual)

Enrollment IncreaseUndergraduate Resident 1.6%Undergraduate Nonresident 16.8%

Graduate Resident 2.2% Graduate Nonresident 15.8% Tuition Increase

Undergraduate Resident 8.1%Undergraduate Nonresident 4.5%Graduate Resident 4.4%Graduate Nonresident 4.5%

State Appropriation(17.6%)

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Budget Summary

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OSU – E&G Budgetexcludes Cascades

(Thousands of $)

Actual2010-11

Budget2011-12

Total Revenues $336,475 $335,826Total Expenses 327,603

Net Change $ 8,872

Beginning Fund Balance $ 50,926 $ 59,798Percent of Revenue 16.9% 17.8%

Ending Fund Balance $ 59,798

Budget Expense Summary

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(Thousands of $)

ActualFY2011

BudgetFY201

2

OSU Corvallis $327,603 $335,826OSU Cascades $ 7,224 $ 8,359Statewides $ 71,831 $ 68,520

AES $ 33,385 $ 31,339EXT $ 32,430 $ 30,596FRL $ 6,016 $6,585

FY11 Fund Balance

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EDUCATION & GENERAL

Fund Balance

% of Total

% of Revenue

Institutional Management

(1,511,118) -2.4% 11.3%

Academic Units 43,195,006 67.8% 17.5%

Administration Units 18,113,733 28.4% 17.7%

Cascades 3,928,113 6.2% 53.1%

Total E&G 63,725,734 100.0% 18.5%

Statewides 7,235,094 10.6%

OSU E&G & Statewide Public Services Budget

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OSU-Cascades Campus

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Sponsored Programs & Fundraising

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Statewide Public Service ProgramsFiscal Year 2011 Actual (in millions)

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FY12 Revenue Education & General Budget Detail

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(Thousands of $)

Total Initial Budget $335,826Base Budget (State Support & Tuition) 227,378Legislatively Targeted Programs 18,268E-Campus 30,657Indirect Cost Return 32,200Summer Session 6,500Student Fees 9,721Miscellaneous Revenue 11,102

FY12 Budget Allocation ($335.8M)

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$Academic Units $219.6MAdministrative/Support Units $ 87.6MInstitutional Management (IM) $ 28.6M

%Academic Units 65.4%Administrative/Support Units 26.1%Institutional Management (IM) 8.5%

IM Distributed back to Academic Units $11.7M Administrative Units $3.6M

FY12 Institutional Management

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Thousands of $

Total Initial Budget $28,692Pools and Reserves 633Transfers to units outside OSU E&G Budget

12,759

Distributions to Academic Units 11,656Distributions to Administrative Units 3,644

FY12 Initial Budget Detail Allocationwithout Statewide Public Service (in millions)

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FY12 Initial Budget Detail Allocationwith Statewide Public Service (in millions)

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FY12 Initial Budget Detail AllocationAdministrative Units (in millions)

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FY12 Incremental Revenue Distribution

• Unclassified and Classified raises-$4.0 million

• New 30 T/TT faculty hires-$3 million

• New T/TT faculty for enrollment increase-$2 million• Faculty start up funding-$2.7 million• Statewide Public Service Programs-$2 million• Provost Faculty Initiative Program-$1 million

• Funding for new positions in support units -$3 million

• Access funds-$500 thousand• New Advisor positions-$400 thousand

• Increase graduate fee remissions base-$2.7 million

• Time and Attendance Program-$1 million

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OSU Athletics Revenue Provided to/Support Given from E&G BudgetFiscal Years: 2003-2011 Actual, 2012-2016 Estimate (millions of $)

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OSU – Employee and Student Snapshot

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Oct FY11 Oct FY12

Unclassified FTE 1533 1758

Classified FTE

OSU Main CampusStudent HeadcountStudent FTE

OSU-Cascades CampusStudent HeadcountStudent FTE

629

23,76121,584

678410

667

24,97722,563

764469

2011-13 Financial Variables

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Oregon State University Budget

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