EnrollmentandBudgetUpdateFiscalYear2019

All-UniversityMeetingSeptember26,2019

FallEnrollmentandFullTimeEquivalency(FTE)15thDayCensus

ResidencybyPercentageofHeadcount15thDayCensus

EnrollmentHeadcountTrendsbyClassStanding15thDayCensus

0

200

400

600

800

1000

1200

1400

1600

Fall05 Fall06 Fall07 Fall08 Fall09 Fall10 Fall11 Fall12 Fall13 Fall14 Fall15 Fall16 Fall17 Fall18

Post-Bacc

Senior

Junior

Sophomore

Freshmen

ComparisonofNewEnrollmentandExitedStudentsbyAnnualYear

AY18

AY17

AY16

AY15

AY14

AY13186

189

229

235

211

221

26

22

23

20

43

19

371

330

311

300

323

285

0 200 400 600 800

ExitedStudents

.

ExitedStudents:Red=Graduates;Black=Suspended;Gray=Other

StrategicEnrollmentManagement

CurrentOperatingUnrestricted, $15,853,420.00,

44%

CurrentRestricted,$4,849,972.00,13%

CurrentDesignated,$4,916,814.00,14%

AuxiliaryEnterprises,$6,542,085.00,18%

Loan&Endowment

Funds,$187,360.00,1%

PlantFunds, $3,714,694.00,10%

Fiscal2019– AllFunds

$-

$5,000,000.00

$10,000,000.00

$15,000,000.00

$20,000,000.00

$25,000,000.00

$30,000,000.00

$35,000,000.00

$40,000,000.00

FY14 FY15 FY16 FY17 FY18 FY19

AllFundsHistory

CurrentOperatingUnrestricted CurrentRestrictedCurrentDesignated AuxiliaryEnterprisesLoan&EndowmentFunds PlantFundsTotalAllFunds Linear(CurrentOperatingUnrestricted)Linear(CurrentDesignated) Linear(AuxiliaryEnterprises)

CurrentOperatingUnrestricted, $15,853,420.00,

44%

CurrentRestricted,$4,849,972.00,13%

CurrentDesignated,$4,916,814.00,14%

AuxiliaryEnterprises,$6,542,085.00,18%

Loan&EndowmentFunds,$187,360.00,1%

PlantFunds, $3,714,694.00,10%

Fiscal2019– AllFunds

SalariesandWages,$8,655,040.00,55%

Benefits, $3,494,289.00,22%

OperatingExpenses,$3,342,572.00,21%

CapitalandTransfers,$361,519.00,2%

FY19CurrentUnrestricted

FY19PersonnelMixSalariesandWagesOnly(Expense)

ContractFaculty,$5,104,697.00,59%

Classified, $1,834,516.00,21%

ContractProfessional,$1,018,482.00,12%

ContractAdministrative,$639,897.00,7%

Other, $57,449.00,1%

FY19PersonnelMixFullTimeEquivalent

ContractFaculty,81,52%

Classified,48,31%

ContractProfessional,19,12%

ContractAdministrative,

6,4%

Other,2,1%

$- $200,000.00 $400,000.00 $600,000.00 $800,000.00 $1,000,000.00 $1,200,000.00

ContractedServices

Supplies

Communications

Travel

Utilities

Repairs&Maintenance

Waivers&Scholarships

Other

FY19CUOperatingExpenses($3,342,572)

$-

$2,000,000.00

$4,000,000.00

$6,000,000.00

$8,000,000.00

$10,000,000.00

$12,000,000.00

$14,000,000.00

$16,000,000.00

$18,000,000.00

FY14 FY15 FY16 FY17 FY18 FY19

CurrentUnrestrictedHistory

SalariesandWages Benefits OperatingExpenses

CapitalandTransfers Total Linear(SalariesandWages)

Linear(Benefits) Linear(OperatingExpenses)

Personnelasapercentageoftotal:76%,75%,76%,73%,75%,77%

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

MSUBozeman

MSUBillings

MTTech

MSUNorthern

Western

Helena

GreatFalls

UMMissoula

PersonnelExpenditureRatio

Personnel AllOther

0

200

400

600

800

1000

1200

1400

1600

0

20

40

60

80

100

120

140

160

180

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Personnel/EnrollmentTracking

StudentFTE EmployeeFTE Poly.(StudentFTE)

Revenues FY19Budget FY19Estimate ImpactTuition&Fees 7,761,583.00$ 7,437,000.00$ (324,583.00)$StateFormulaAllocation 6,832,055.00$ 6,832,055.00$ -$6-MilLevy 898,307.00$ 898,307.00$ -$Other 361,475.00$ 361,475.00$ -$

Total 15,853,420.00$ 15,528,837.00$ (324,583.00)$

Note:FY19Revenueswerebasedonatotalenrollmentof1395annualizedFTE.Themostrecentenrollmentnumbers(fallcensus)representanannualizedFTEestimateof1330*.

FallEnrollmentandtheFiscalImpactforFY19

*Notanofficialestimate/projection

• Enrollment• 6-MilLevy• Allocationmodelandpotentialchanges• PerformanceFunding• PresentLawAdjustment• Annualization ofpayincreases• Anypossibletuitionand/orfeeincreases

KeepingOurEyeon2020-2021Thefollowingarekeyrevenueelementsthathaveyettobedetermined.Eachwillplayamajorroleintheoutcomeofourfundingforthenextbiennium:

Themajorexpensecategorythatwillrequiremonitoringandadjustmentispersonnelexpenses.

Questions?