1 Key Performance Indicators Year-in-Review Report University of the Virgin Islands June 25, 2005 Prepared by: Office of Institutional Research and Planning 2 Presentation Cycle for KPIs June Meeting “Academic Year in Review” „ Summary of Academic Year „ Highlight Year-Over-Year Comparisons „ Progress Towards Strategic Goals „ Peer Comparisons & Analysis 3 Key Performance Indicators „ Enrollment „ Financial Impact of Enrollment „ Financial Aid „ Student Retention, Persistence, and Graduation Rates „ Other Education and Training „ Crime Statistics „ Student Satisfaction Survey „ Grants and Contracts „ Development „ Facilities 4 Enrollment 5 Headcount Enrollment 5-Year Profile (Fall 2000 – 2004) Years Headcount Enrollment % Growth/Decline 2000 2,276 - 2001 2,314 +1.67 2002 2,519 + 8.86 2003 2,715 +7.78 2004 2,565 - 5.52 Strategic Priority: ƒ Increase Headcount Enrollment 5% Fall 2004 and Fall 2005 ƒ Long-Term Goal – 3,000 Students SP#1a. Increase Headcount Enrollment 5% – Goal Not Achieved ƒ Headcount Enrollment Decline – 5.52% in Fall 2004 Achievement: ƒ Turned Around Declining Enrollment 6 Enrollment by FTE and CHP Fall 2000 – Fall 2004 „ FTE = Full-time Equivalency „ CHP = Credit Hour Production Fall FTE % Growth/Decline CHP % Growth/Decline 2000 1,919 -- 22,283 -- 2001 1,853 - 3% 21,864 - 2% 2002 2,050 +11% 24,203 +11% 2003 2,233 +9% 26,349 +9% 2004 2,158 - 3% 25,525 - 3% 7 Enrollment by FTE and CHP Fall & Spring 2000 - 2005 Fall & Spring CHP % Growth/Decline FTE % Growth/Decline 2000-01 43,645 _ 3,705 _ 2001-02 43,464 0% 3,682 -1% 2002-03 46,945 +8% 3,979 +8% 2003-04 51,047 +9% 4,331 +9% 2004-05 49,774 -2% 4,213 -3% ƒ FTE = Full-time Equivalency ƒ CHP = Credit Hour Production 8 Some Observations… Student Population ƒ Younger part-time and full-time students ƒ Full-time students increasing vs. part-time students … nearly 50-50 ƒ More part-time students than traditional 4-year institutions ƒ 77% employed either full-time or part- time 9 Financial Impact of Enrollment 10 Financial Impact of Enrollment Academic Year 2004-2005 „ 2 % decline in credit hour production „ “The tuition and fee revenues were not adversely impacted by the decrease in enrollment. This is mainly due to tuition and fee rate increases….” Vincent Samuel Vice President and Chief Financial Officer May 12, 2005 SP 1b. Increase revenues from tuition and fees by $1.06M for FY 05 Goal achieved (Fiscal Year 2000 through Fiscal Year 2004). 11 Financial Aid 12 Financial Aid: UVI & Other Fall 2003 vs. Fall 2004 385 605 385 607 $0 $100 $200 $300 $400 $500 $600 $700 $800 Thousands 2003 2004 Sources of Financial Aid UVI Other „ UVI funding flat for 15 yrs „ Other Aid up .3% over 2003 13 Financial Aid: Federal Fall 2003 vs. Fall 2004 4.3 4.7 $0 $1 $2 $3 $4 $5 $6 Millions 2003 2004 Federal ƒ 9% increase over 2003 14 Student Retention, Persistence & Graduation Rates 15 Student Retention, Persistence & Graduation Rates UVI Compared to… „ Retention (F/T Freshmen to Sophomore) 2004 67 % (Goal FY ’06 - 80%) 2003 67 % ƒ Persistence (Cohort 2000) 3rd Year 52 % 4th Year 38 % „ Graduation (2004) St. Croix 41% St. Thomas 35% ƒ Peer 68 % ƒ Peer HBCU 69% ƒ CSRDE* 69 % ƒ CSRDE (by Race/Black) 41 % ƒ Low Selectivity(<990 SAT) 67 % ƒ CSRDE 3rd Year - 54 %; 4th Year - 18 % ƒ Low Selectivity 3rd Year - 53 %; 4th Year - 20 % ƒ Peer 35 % ƒ Peer HBCU 37 % ƒ Carnegie MA II 39 % ƒ CSRDE 48 % ƒ CSRDE (by Race/Black) 41 % ƒ Low Selectivity 35 % *Consortium for Student Retention Data Exchange 16 UVI Graduates by Degree Spring 2004 vs. Spring 2005 Degree Spring 2004 Spring 2005 % Growth/Decline Masters 72 56 193 172 92 320 73 338 -22 Bachelors -11 Associates +26 Total Grads -5 17 Graduates By Campus 2004 vs. 2005 St. Croix St. Thomas Degree 2004 2005 % Growth/Decline Masters 30 9 -70 Bachelors 64 48 -25 Associates 44 51 +16 Total 138 108 -22 Degree 2004 2005 % Growth/Decline Masters 42 47 +12 Bachelors 129 124 -4 Associates 29 41 +41 Total 200 212 +6 18 Some Observations If characteristics of students continue to shift, they will… ƒ Affect retention, persistence, and graduation rates favorably ƒ Increase demand for student services ƒ Cause a need to invest in enrollment services 19 Other Ways UVI Impacts the Territory ....... 20 Non-Traditional, Non-Degree Impact AY 2004 - 2005 Impact = 9,458 Individuals, a 45% Increase „ CELL- Workforce Continuing Education „ 549 „ Center for Excellence in Developmental Disabilities „ 372** „ Small Business Development Center (SBDC) „ 1,728 „ Cooperative Extension Service (CES) „ 123 „ Agriculture Experiment Station (AES) ƒ 1,344** „ Center for Marine and Environmental Studies ƒ 5025 „ Eastern Caribbean Center (ECC) ƒ 440** * Certificates, Workshops, Seminars ** Estimated 21 Crime Statistics 22 Crime Statistics AY 2004 - 2005 St. Thomas ƒ 1 Sexual Assault/Robbery ƒ 18 Larceny/Theft Non-Clery Incidences: ƒ 1 Counterfeit Money (Non-UVI) ƒ 1 Drug Incident ƒ 1 Accidental Drowning (Non-UVI) ƒ 2 Weapon Possessions (Non-UVI) ƒ 2 Indecent Exposures ƒ 3 Assaults St. Croix ƒ No “pertinent statistical information.” Peer Comparisons 2003 ƒ 25% - Sexual Assault ƒ 100% - Burglary/Theft 23 Looking at Student Satisfaction… 24 Noel-Levitz Student Satisfaction Inventory ¾ Students Responding: 769 (31% Surveyed) ¾ 64% Return Rate Female 77% Full-Time 64% Male 23% Part-Time 36% Areas Considered as Reflecting the Student Experience: „ Academic Advising „ Campus Climate „ Campus Life „ Campus Support Services „ Concern for the Individual „ Instructional Effectiveness „ Recruitment + Financial Aid „ Registration Effectiveness „ Responsiveness to Diverse Population „ Safety and Security „ Service Excellence „ Student Centeredness 25 St. Thomas Campus ƒInstructional Effectiveness ƒ Content Valuable ƒ Quality of Instruction ƒ Faculty Knowledgeable ƒ Availability of Faculty ƒ Instruction Excellent ƒ Intellectual Growth ƒ Timely Feedback ƒAcademic Advising ƒ Advisor Knowledgeable ƒ Advisor Approachable ƒCampus Climate ƒ Academic Excellence ƒSafety and Security ƒ Safety and Security ƒ Lighting in Parking Lots ƒ Security Response Time ƒ Student Parking ƒ Registration Effectiveness ƒ Registering for Classes ƒ Helpfulness of Personnel ƒ Billing Policies ƒ Campus Support Services ƒ Computer Labs ƒ Career Planning Services Challenges Strengths 26 St. Croix Campus ƒ Instructional Effectiveness ƒ Instruction in Major Excellent ƒ Content Valuable ƒ Quality of Instruction ƒ Faculty Knowledgeable ƒ Timely Feedback ƒ Availability of Faculty ƒ Intellectual Growth ƒ Academic Advising ƒ Advisor Knowledgeable ƒ Advisor Approachable ƒ Recruitment and Financial Aid ■Admissions Knowledgeable ƒ Financial Aid Counselors Helpful ƒ Campus Support Services ƒ Library Resources ƒ Computer Labs ƒ Career Planning ƒ Recruitment and Financial Aid ƒ Financial Aid ƒ Academic Advising ƒ Major Requirements Strengths Challenges 27 http://faculty.uvi.edu/iresearch/SurveyReports/Noel-Levitz.pdf 28 Financial Indicators 29 VI Appropriations & Tuition and Fees 62% 60% 65% 68% 59% 60% 0% 20% 40% 60% 80% 100% 2000 2001 2002 2003 2004 2005 21% 22% 19% 18% 21% 21% 0% 20% 40% 60% 80% 100% 2000 2001 2002 2003 2004 2005 % VI Appropriations to Operating Budget (2% Increase over 2004) % Tuition and Fees to Operating Budget (1% Decline over 2004) 30 Grants & Contracts Expenditures 2001-2005 12 442 16 384 16 665 17 1.1 9 4.0 $0 $5 $10 $15 $20 Millions 2001 2002 2003 2004 2005 „ Gradual Growth „ 6% Increase ’03 - ’04 „ 33% Increase ’01 – ’02 FY Year to 4/30/05 31 Development 32 Annual Fund Contributions Sept to May 2002-2005 1,121 1,200 907 1,190 584 1,000 $0 $200 $400 $600 $800 $1,000 $1,200 Thousands Sept-May Contributions Annual Total ƒ Sept 2004 – May 2005 ƒ $584,000 - 36% decline ƒ Cash $572,913 - 31% decline ƒ Sept 2003 – May 2004 ƒ $907,000 - 31% decline ƒ Cash $634,172 -11% increase ƒ Thurgood Marshall Foundation ƒ William Koier Estate ƒ Sept 2002 - May 2003 ƒ $1,121,000 ƒ Cash $576,341 ƒ McDonalds Charities 03-04 04-05 02-03 Target Goal Reached Goal Reached 33 Alumni Contributions Sept to May 2002-2005 28,784 39,460 27,070 $0 $10,000 $20,000 $30,000 $40,000 Giving Amount „ Sept 2004 - May 2005 „ 31% decline „ Sept 2003 - May 2004 „ 37% increase 02-03 03-04 04-05 34 Average Alumni Giving Sept to May 2002-2005 $80 $158 $288 $0 $100 $200 $300 $400 $500 Dollar Amount ƒ Sept 2004 - May 2005 ƒ Average Gift $288 ƒ National Average $274 ƒ 82% Increase over ’03-’04 ƒ Sept 2003 - May 2004 ƒ Average Gift $158 ƒ 98% Increase over ’02-’03 ƒ Sept 2002 - May 2003 ƒ Average Gift $80 02-03 03-04 04-05 35 Trustees Giving Sept to May 2002-2005 67 67 71 0% 20% 40% 60% 80% 100% Percent Giving ƒ Sept 2004 - May 2005 ƒ Giving - $16,178 (up 122%) „ 10/14 or 71% „ Avg. Contribution - $1,618 ƒ Sept 2003 - May 2004 ■Giving - $7,300 „ 8/12 or 67% „ Avg. Contribution - $913 02-03 03-04 04-05 36 Facilities and Capital Projects 37 Facilities Maintenance ƒ Physical Condition of Facilities ƒ Classrooms ƒ 1999 – Poor ƒ 2004 – Very Good ƒ Faculty Offices ƒ 1999 – Fair ƒ 2004 – Good ƒ Dormitories ƒ 1999 – Poor/Fair ƒ 2004 – Very Good ƒ Assembly Halls/Grounds ƒ 1999 – Fair ƒ 2004 – Very Good ƒ Faculty/Admin Residences ƒ 1999 – Fair ƒ 2004 – Good ƒ Volume of Deferred Maintenance ƒ 1999 - $27M ƒ 2001 - $17M ƒ 2004 - $ 7M *Based on 1999 Facilities Needs Assessment 38 Capital Project Summary AY 2004-2005 Major Systems Upgrades and Renovation St. Thomas ƒ Information Kiosks ƒ Dining Pavilion ƒ Reichold Center ƒ Dormitory Renovations In Progress: ƒ Campus Parking and Lighting ƒ Classroom Administration Building ƒ Science Building Renovation (Fall 2006) ƒ Jerome House Bookstore (August 2005) ƒ Etleman House (Fall 2005) ƒ Paiewonsky Library ƒ Harvey Center (Summer 2006) ƒ Marine Science Center III (Fall 2005) ƒ Faculty West (July 2005) St. Croix ƒ Information Kiosks ƒ Solar Lighting Project I ƒ Hovensa Modular Building In Progress: ƒ Evans Center (2006) ƒ Northwest Wing (2006) 39 Thank You! Office of Institutional Research and Planning