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Budget Assessment Reports

Budget Assessment Reports are prepared to provide a yearly assessment of the university's financial condition.


These reports are provided to address the following issues/questions:

  • Assess the financial condition of the institution
  • Address potential misperceptions, confusion, and economic concerns within the campus community
  • Provide for a transparent review of the budget and the overall health of the institution
  • Establish common definitions and understandings

Section 1 Carry Forward Reports

      FY15 1-CF Plans & Trends

Section 2 Cash

      FY15 2-CASH 101

      FY15 2-Auxiliary Cash

      FY15 2-Comparative Cash 06-30-2015

      FY15 2-Central CF Reserves

      FY15 2-ERP Paydown

      FY15 2-SUS Ratios

      FY15 2-Functional Expenses

      FY15 2-NACUBO Classification of Expenses

Section 3 FY15 to FY16 Budget Roll Forward

      FY15 3-Budget Roll Forward

Section 4 Student Fee Trust Fund

      FY15 4-SFTF Revenues

      FY15 4-Summer Term Summary

Section 1 Carry Forward

      FY14 1-CF Funds Plans & Trends

Section 2 Cash

      FY14 2-CASH 101

      FY14 2-Auxiliary Cash

      FY14 2-Comparative Cash

      FY14 2-Central CF Reserves

      FY14 2-ERP Paydown

      FY14 2-SUS Ratios

      FY14 2-Functional Expenses

      FY14 2-NACUBO Classification of Expenses

Section 3 FY14 to Y15 Budget Roll Forward

      FY14 3-Budget Roll Forward

Section 4 Student Fee Trust Fund and Summer

      FY14 4-SFTF Revenues

      FY14 4-Summer Term Summary

Section 1 Carry Forward Reports

      FY13 1-CF Plans & Trends

Section 2 Cash

      FY13 2-CASH 101

      FY13 2-Auxiliary Cash

      FY13 2-Comparative Cash 06-30-2013

      FY13 2-Central CF Reserves

      FY13 2-ERP Paydown

      FY13 2-SUS Ratios

      FY13 2-Functional Expense Comparatives

      FY13 2-NACUBO Classification of Expenses

Section 3 FY13 to FY14 Budget Roll Forward

      FY13 3-Budget Roll Forward

Section 4 Student Fee Trust Fund and Summer

      FY13 4-SFTF Revenues

      FY13 4-Summer Term Summary

Section 1 CF Reductions

      FY12 1-Final Reduction Calculated 2012

Section 2 Carry Forward Reports

      FY12 2-CF Plans & Trends

Section 3 Cash

      FY12 3-CASH 101

      FY12 3-Auxiliary Cash

      FY12 3-Comparative Cash 06-30-2012

      FY12 3-ERP Paydown

      FY12 3-SUS Ratios

      FY12 3-Functional Expense Comparatives

      FY12 3-NACUBO Classification of Expenses

Section 4 Budget Roll Forward FY12 to FY13

      FY12 4-Budget Roll Forward

Section 5 Student Fee Trust Fund and Summer

      FY12 5-SFTF Revenues

      FY12 5-Summer Term Summary

Section 1 Carry Forward Reports

      FY11 1-Carry Forward Plans & Trends

Section 2 Cash

      FY11 2-CASH 101

      FY11 2-Auxiliary Cash

      FY11 2-Comparative Cash 06-30-2011

      FY11 2-Central CF Reserve

      FY11 2-ERP Paydown

      FY11 2-SUS Ratios

      FY11 2-Functional Expense Comparatives

      FY11 2-NACUBO Classification of Expenses

Section 3 FY11 to FY12 Budget Roll Forward

      FY11 3-Budget Roll Forward

Section 4 Student Fee Trust Fund and Summer

      FY11 4-SFTF Revenues

      FY11 4-Summer Term Summary

Section 5 Strategic Initiatives Project Report

      FY11 5-Project Summary

      FY11 5-Budget Investment Summary

      FY11 5-Budget Reductions Summary

Budget Assessment Project Report

      FY11 Project Report

Section 1 Carry Forward Reports

      FY10 1-Carry Forward Plans & Trends

Section 2 Cash and Ratios

      FY10 2-CASH 101

      FY10 2-Auxiliary Cash

      FY10 2-Comparative Cash 06-30-2010

      FY10 2-Central CF Reserve

      FY10 2-ERP Paydown

      FY10 2-SUS Ratios

Section 3 Budget Roll Forward FY10 to FY11

      FY10 3-Budget Roll Forward

Section 4 Student Fee Trust Fund

      FY10 4-SFTF Revenues

      FY10 4-Summer Term Summary

Section 5 Strategic Initiative Project Summary

      FY10 5-Project Summary

Section 1 Budget Reduction Impact Reports

      FY09 1-Final Budget Impact Summary

Section 2 Carry Forward Reports

      FY09 2-Final Summary University CF Funds Plans & Trends

      FY09 2-Graph #1 Trends by Divisions

      FY09 2-Graph #2 Trends by College

Section 3 Cash

      FY09 3-CASH101

      FY09 3-Auxiliary Cash

      FY09 3-Comparative Cash

      FY09 3-Central Carry Forward Reserve

      FY09 3-ERP Paydown

      FY09 3-SUS Ratios

Section 4 Budget Roll Forward FY09 to FY10

      FY09 4-Budget Roll Forward FY09 to FY10

Section 5 Student Fee Trust Fund and Summer

      FY09 5-SFTF Revenues

      FY09 5-Summer Term Summary

Section 6 Sources and Uses of Cash FY09

      FY09 6-Sources & Uses Reconciliation

Budget Assessment Project Report FY2009 Executive Summary

      FY09 Project Report