How Do You Stack Up?

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How Do You Stack Up?

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Key

Performance

Indicators

Magnitudes Ratios Percentages

Key Benchmarking Measurement Indicators

How many? How much? May not be appropriate for comparing heterogeneous institutions. Relative measures. How many per XYZ? More appropriate for comparing heterogeneous institutions. Relative measures. Appropriate when comparing to a group or category of variables

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• Human Resources

– Fall staff

• # of FT faculty by contract length and salary class intervals

• # of FT non-faculty by primary occupational activity and salary class intervals • Tenure of FT faculty by academic rank

– Salaries

• Rank, gender, and length of contract • Total salary outlay

• Fringe benefits information

– Employees by Assigned Position (medical schools required to report separately)

• FT and PT status

• Faculty status and tenure status (if applicable)

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http://nces.ed.gov/ipeds/datacenter/

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• IPED

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College Affordability and

Transparency Center

• Reports

– Types

• Highest / Lowest Tuition Change • Highest / Lowest Net Price Change

– Price of attendance after grant and scholarship aid

• Can choose by institutional sector

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Moody’s Investors Service

• Bond credit ratings

– 226 four year public institutions

– 287 four year private institutions

• Provides median values by rating

– Aaa, Aa1, Aa2, Aa3

– A1, A2, A3

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Moody’s Investors Service

• Annually - issues a median report

for Public and Private Universities

• Themes in FY 2013 Public Median

Report

– Decreasing enrollment

– Net tuition pressures

– Operating pressures – cash flow

– Capital spending

– Financial resources (total) growing

Moody’s Investors Service

Provides medians on data, changes and ratios

– Market Position

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operating revenue, primary selectivity, primary matriculation, net tuition per student, average gift per student

– Operating Performance – operating cash flow margin, average debt service coverage, revenue diversity

– Balance Sheet and Capital Investment – total cash and investment, expendable financial resources to direct debt, expendable financial resources to

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NACUBO Resources

• Annual Studies

– Tuition Discounting

– Endowment (NES)

• NACUBO Research

– Website

• http://www.nacubo.org/Research.html

• Provides locations for other resources

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Common Data Set (CDS) initiative is a collaborative effort among data providers in the higher education community

http://www.commondataset.org

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