Town Hall Meeting, February 16, 2017Working Group – Discovery and Analysis

Agenda

Welcome – Introductions – Special Thanks

Overview and Goals of Today’s Meeting/Format and Expectations

Review of Discovery and Analysis Results from Groups

Next Steps

External Validation SCOT Analysis – Meeting March 22Framework for Path Moving ForwardRestructuring the DNA of the University

Welcome – Introductions – Special Thanks

Lieutenant Colonel Marc BeckageMaster Sergeant Corey OliverTom Anderson, Scholarship and Enrollment Officer

Legislative Delegation

Council of Trustees

Working Group TeamsWorking Group Team Leaders:

Welcome – Special Thanks- WG MembersGroup 1 Group 2 Group 3

Brian Zimmerman Mike Morrison Mary Paniccia Carden

Gary Kagiavas Jim Parlin Doug Puharic

Mary Jo Melvin Rick Chernicky Bud Longstreth

Penny Tingley Josette Skobieranda-Dau Lisa Laird

George Morgan Janet Bowker Danielle Odell

Jim Boulder Charlie Ingram Rick Scaletta

Mark Bellini Chuck Scalise Steve Rinn

Amanda Zanko Leeann Allagas Rebecca Leonard

Antoinette Jackson Kyle Hurysz Cassandra Ellis

Terry Birchard Dan Walsh Chris Allegretti

Tim Wachter David Niemira Kathy Pape

Debbie Pipp Dan Higham William DeLuca

Corey Oliver* Kelly Byers Aubrey Dillon

One group member dropped out Carla Higgins LTC Marc Beckage*

Tom Anderson* **Pat Santelli also participated for a portion of the WG’s work

Overview and Goals of Today’s Meeting--Format and Expectations

Report out only

Not a deep dive into methods or validation

Review of Discovery and Analysis Resultsfrom the Working Groups

Academics

Legend - WG’s reached consensus

AcademicsQuestion Group #1 Group #2 Group #3

1.

How many declared majors are in each of the academic degree programs in the EU inventory?

1. 100 different degree program values are found in groups:Academics Q1 Declared Majors

2.

What are the enrollment changes over the past five years in each academic degree program in the EU inventory?

2. Enrollment changes –values found in groups:Academics Q2 Enrollment Change

3.

How many graduates in each academic program have there been in the last five years?

3. # of graduates in each academic program – values found in groups:Academics Q3 Graduates

4.

What are the college/school and academic department net revenue ratios for each of the last three academic years?

Direct instructional costs only.This does NOT include indirect costs.

4. **Note 100% means revenue = costs.These numbers do not take into account: Athletics Registrar Student Affairs Maintenance/Facilities Utilities Library

2013-2014 2014-2015 2016-2016

Middle and Secondary Education and Ed. Leadership 106% 112% 140%

Counseling School Psychology and Special Ed 121% 124% 140%

Early Childhood and Reading 116% 127% 143%

Health and Physical Ed 136% 136% 128%

SCHOOL OF EDUCATION 118% 123% 138%

Business and Economics 144% 135% 134%

SCHOOL OF BUSINESS 144% 135% 134%

Art Department 73% 73% 84%

Communication Studies 118% 158% 142%

English and Liberal Studies 123% 116% 107%

History, Anthropology and World Language 152% 149% 140%

Journalism X 81% 91%

Music 58% 49% 73%

Political Science and Criminal Justice 147% 122% 108%

Sociology 181% 212% 204%

COLLEGE OF ARTS, HUMANITIES AND SOCIAL SCIENCES 108% 107% 108%

Biology and Health Services 86% 84% 93%

Chemistry 67% 68% 93%

Geosciences 111% 123% 128%

Math and Computer Science 145% 152% 152%

Nursing 56% 79% 115%

Physics and Technology 102% 84% 102%

Psychology 137% 134% 128%

Social Work 132% 146% 212%

Speech, Language and Hearing 91% 111% 118%

COLLEGE OF SCIENCE AND HEALTH PROF. 106% 115% 134%

ALL ACADEMIC UNITS 110% 114% 125%

Note: Journalism and Communication Studies were one department in 2013-2014.

Note: Anthropology and Political Science swapped departments in 2016-2017.

Note: Above 100% means revenue was higher than costs and under 100% means revenue was less than costs.

Academics

Question Group #1 Group #2 Group #3

5.

What is the average student-to-faculty ratio within the PASSHE, and how does EU compare during the past three years?

5. Student/Faculty within PASSHE:2014: 19.99%2013: 20.17%2012: 20.55%

Student/Faculty EU:2014: 18.84%2013: 18.11%2012: 17.98%

6.

What is the average student-to-staff ratio within the PASSHE, and how does EU compare during the past three years?

6. Student/Staff within PASSHE:2014: 14.39%2013: 14.48%2012: 14.68%

Student/Staff EU:2014: 14.74%2013: 15.08%2012: 15.57%

Academics

Question Group #1 Group #2 Group #3

7.

To what extent is the EU inventory of academic programs aligned with the PASSHE “Gap Analysis?”

7. EU’s academic inventory is well aligned with the Gap Analysis in a number of areas, however, there are some areas where there is not strong alignment.

AcademicsQuestion Group #1 Group #2 Group #3

8.

What new degree proposals are formally in the PASSHE approval process? What programs are included from EU?

8. See PASSHE link for program proposals: Academics Q8 Proposals

9.

What are the four and six-year graduation rates for the PASSHE, and how does EU compare during the past three years?

9. 4-Year Graduation Rates

6-Year Graduation Rates

Cohort Yr. PASSHE EU2011 38.7% 26.8%

2010 38.2% 27.6%

2009 37.1% 24.6%

Cohort Yr. PASSHE EU2009 59.9% 49.3%

2008 59.8% 49.4%

2007 58.9% 46.0%

PASSHE PROGRAM PROPOSALS

EU PROGRAM PROPOSALS

140 2 M.B.A. Business

Administration Masters in Industrial

Organizational Psychology

AcademicsQuestion Group #1 Group #2 Group #3

10.

What are the second and fourth year attrition rates for PASSHE, and how does EU compare during the past three years?

10.

11. How much does the attrition of 100 EU students impact our net operating budget and what is the annual cost of attrition to the EU budget?

11. The groups found different answers depending on how the student was defined.Estimate ranges from $1M – $2.6M

2nd Year Attrition Rates

Year PASSHE EU

2014 21.9% 30.2%

2013 21.6% 30.0%

2012 21.6% 27.7%

4TH Year Attrition Rates

Year PASSHE EU

2012 34.0% 42.7%

2011 34.6% 46.1%

2010 34.8% 44.1%

Review of Discovery and Analysis Resultsfrom the Working Groups

Enrollment

Legend - WG’s reached consensus

Enrollment Management

Question Group #1 Group #2 Group #3

1.

What is the overall % decline in EU enrollment in the last five years compared to the % decline in high school graduates in Pennsylvania during the same period?EU five year = 28.1%PA five year = 5.85%

1. From Fall 2012 to Fall 2016 total headcount (undergraduate and graduate) students declined from 7,462 to 6,181 a total decrease of 17.2%.

From AY 2011-2012 to AY 2015-2016 total PA high school graduates declined from 131,733 to 124,652 (projected) a total decrease of 5.4%.

2.

What was the acceptance rate for students at EU in each of the past five years?

2. Up nearly 20% over the five-year period.Fall Number

of AppsNumber Accepted

Percentage Accepted

2016 3154 3005 95.3%2015 3509 3358 96%2014 3143 3121 99.3%2013 3187 2784 87.4%2012 3971 3012 76%

Enrollment ManagementQuestion Group #1 Group #2 Group #3

3.

What is the projected change in high school graduates in EU’s traditional catchment area for the next decade?

3.

4.

What is the projected impact on enrollment and on-time graduation by increasing admission standards?

4. Increasing admissions standards will result in a projected decrease in freshmen enrollment of between 96 and 179 students (based on applicants for Fall 2016, if we utilized the 1050 and 1140 matrix scores for making admission decisions).The 6-year graduation rate is projected to improve from 47.8% (current) to between 49.1 and 49.9%.

Our Primary Top 5 Traditional EU Catchment Counties and Their ProjectedChange are:

Erie - 2.1%Crawford -16.3%Allegheny - 2.5%Butler -13.1%Mercer -18.8%

Enrollment Management

Question Group #1 Group #2 Group #35.

What % of EU students have educational loan debt at graduation and what is that average debt load? How has this value changed in the last three years?

5. For 2014, 87% of the EU students have loan debt.

Average debt level was $32,587.

The debt increased by $4,813 over the three years reviewed.

6.

What % of EU freshmen are Pell grant recipients? Where does EU rank with such recipients among public institutions within Pennsylvania?

6. Of EU freshmen in the year 2014 and 2015, 53.4% were Pell grant recipients, and among the other state schools EU freshmen ranked 2nd highest in the state.

Enrollment Management

Question Group #1 Group#2 Group#3

7.

What % of EU students receive financial aid and/or any form of scholarship funding (academic, athletic, etc.)?

7. The percentage of EU students receiving some form of financial aid during the most recent reporting period was 94%.

8.

What is the published cost of an EU education for one year (tuition, room, board, fees, books/ supplies)?

8. $26,038

9.

What is the annual economic effect (in dollars) on students leaving EU without completing a degree or credential in each of the past five years?

9.Year Estimated Loss

Due to AttritionAll 2nd $ 5,858,550

3rd $10,309,486

4th $12,737,269

Enrollment ManagementQuestion Group #1 Group #2 Group #3

10.

What structures and/or professional programming is/are in place at EU to help students transition from college to careers? What % of our students use these resources annually?

10.

About 36% of the student population utilized campus resources to better prepare them for their careers.

11.

How many students entered each program and, if applicable, each option or concentration within degree programs, in the EU academic inventory in each of the past five years?

11. There were a wide range of new enrollments by program, ranging from zero or one student to as many as nearly 200 new students.Link provided:Enrollment Q11 New Students

Campus Resources Including:Academic Advising

Center for Career Dev. Programming i.e.:• Career database• Mock interviews and interviewing skills

development• Internship support• Career and major exploration• Resume writing support• Internship, field study and practicum

experiences• Job and career fair participation

Review of Discovery and Analysis Resultsfrom the Working Groups

Finance

Legend - WG’s reached consensus

Finance

Question Group #1 Group #2 Group #3

1 What are EU’s audited annual revenues and expenses? How have they changed in the last three years?

1. Total Revenues:2016 $111,422,1782015 $114,205,142*2014 $109,959,452*Increased $6,207,187 due to scholarships net revenue reduction reclassified to student aid waiver expense. *Audit previous year statement. * Updated to comply with IPED’s reporting presentation.

Total Operating Expenses:2016 $120,112,2152015 $120,335,494**2014 $115,016,352**Increased $6,207,187 due to scholarships net revenue reduction reclassified to student aid waiver expense. *Audit previous year statement. * Updated to comply with IPED’s reporting presentation.

Finance

Question Group #1 Group #2 Group #3

2. What was the projected deficit for EU in September 2016 (not considering collective bargaining)?

2. $3,686,723

3. What is the projected deficit for EU in June 2017 (considering all costs associated with collective bargaining)?

3. $6,256,413 $6,256,413 $6,300,000

Finance

Question Group #1 Group #2 Group #3

4.

What has been the “Use of Fund Balances” to cover operating deficits for each of the past five years?

4.

*Includes $11.7M committed to in-progress capital projects.

5. What % of EU’s annual expenses are for faculty salaries and benefits?

What % are for staff salaries and benefits?

5. Groups came close, but some divergence due to looking at data differently.35.4%Faculty Salaries and Benefits

29.5%Staff Salaries and Benefits

Use of Fund Balances to Cover Operating Deficits the Past 5 Years2016 (2,156,985)

2015 (165,891)

2014 (1,482,562)

2013 (7,303,562)

2012 +12,426,393*

Finance

Question Group #1 Group #2 Group #3

6.

What are the major non-personnel operating expenses for the University?

*Note “Professional Services & Honoraria” is the account title for PASSHE expenses. (Shared services).

Student Aid $6,397,555Food Supplies $5,950,701Depreciation $5,064,896Professional Services & Honoraria $3,924,467Supplies $3,597,271All Other: $11,030,031Total: $35,964,921

Finance

Question Group #1 Group #2 Group #3

7. What are the financial results of the 2016 PASSHE Performance Funding allocations? How did the results impact the 2017 deficit?

7. Groups responses varied by data they were viewing.

PASSHE performance funding allocation:2017-$1,483,771

How do results impact 2017: Increases deficit.$626,033

8.

What areas contributed most significantly to the university operating deficit last year?

8. • Not able to increase tuition income• Reduction in enrollment numbers• Variance of state support/funding

calculations• Personnel costs• Athletics cost greater than revenue;

reduction in scholarship funds.

FinanceQuestion Group #1 Group #2 Group #3

9. How much revenue has the university received through external funding other than philanthropic gifts during the last three years?

2016 2015 2014 3 Year-TotalTotal revenue $111,422,178 $114,205,142* $109,959,453 $335,586,773Less philanthropicgifts

$4,333,332 $5,097,056 $3,881,202 $13,311,590

Subtotal $107,088,846 $109,108,086 $106,078,251 $322,275,183

Less mission statementincome-tuition & fees

$62,568,632 $62,108,296 $61,006,392 $185,683,320

Total $44,520,214 $46,999,790 $45,071,859 $136,591,863*Increased $6,207,187 due to scholarships net revenue reduction reclassified to student aid waiver expense. *Audit previous year statement. * Updated to comply with IPED’s reporting presentation.

** “Less mission statement income-tuition & fees” = operating revenue.

Finance

Question Group #1 Group #2 Group #3

10.

How much revenue has been realized from philanthropic gifts during the last three years?

10. During the last three years, the following amounts have been realized from gifts (which includes gifts and endowment income):

The total gift revenue the University received over the periods reviewed was $13,311,590.

Gifts TotaledDuring 6/14 FE $3,881,202During 6/15 FE $5,097,056During 6/16 FE $4,333,332

Question Group #1 Group #2 Group #311. What have revenues from philanthropic gifts been used for during the last three years?

Unrestricted, $411,856 , 9%

Academic Divisions, $79,509 , 2% Library, $3,297 , 0%

Op & Maint. of Plant, $-, 0%

Student Financial Aid, $520,913 , 11%

Athletics, $297,696 , 7%

Annually Restricted, $2,017,429 , 45%

Property Building & Equipment,

$198,437 , 4%

Endowment Funds Restricted, $980,762 ,

22%

2013-2014

Edinboro UniversityAdvancement Office Fiscal Year Designation Chart

Edinboro UniversityAdvancement Office Fiscal Year

Designation Chart

Unrestricted,$133,167 ,3%

AcademicDivisions,

$157,367 , 3%

Library, $1,581 , 0% Op & Maint. ofPlant,

$200,000 ,4%

Student Financial Aid,

$1,113,939 , 25%

Annually Restricted,$1,600,436 , 36%

Athletics, $366,756 , 8%

Property Building & Equipment, $265,323 ,

6%

Endowment FundsRestricted,

$666,555 , 15%

2014-2015

Unrestricted, $123,057 , 4%Academic Divisions,

$190,374 , 5%Library, $6,767 , 0%

Op & Maint. ofPlant, $40,000

, 1%

Student Financial Aid,$1,185,377 , 34%

Annually Restricted,$396,954 , 11%

Athletics, $352,113 , 10%

Property Building & Equipment, $180,920 , 5%

Endowment Funds Restricted, $1,035,358 ,

30%

2015-2016Edinboro University

Advancement Office Fiscal Year Designation Chart

Next Steps

External Validation

SCOT Analysis

Moving Forward

Restructuring the DNA of the University

EU: Path ForwardOur Unwavering Commitment to Students:

Restructuring the DNA of the College Charter

Mission

3 Primary Goals/Drives:

1. Student Success

2. Revenue & Expenses

3. Academic Program Planning/Inventory

Close/Overview

Review of Discovery and Analysis Results from Groups

External Validation

Framework for Path Moving Forward

Restructuring the DNA of the University

Thank you!