WESTERN ILLINOIS
UNIVERSITY
Division of Advancement and
Public Services
FY2005 Consolidated Annual
Report, Planning Document, and
Budget Request
Presentation Outline
„
„
„
„
„
„
„
Introduction of APS Units
Accomplishments and Productivity for FY04
Other Generated Fund Sources
Major Objectives and Productivity Measures for
FY05
Internal Reallocations and Reorganizations
New Operating Resources Request for FY05
Facilities Requests for FY05
Introduction of Units
„
„
„
„
„
Alumni Programs
Intercollegiate Athletics
Scholarship Office
University Relations/ Visual Production
Center
WIU Foundation and Development
Goals/ Accomplishments FY04
Goal: Coordinate and facilitate University fund
raising activities with a goal of $4.5 million in
gifts from all sources.
„
Contributions thus far in FY04 total $5.6
million.
„
Gift of property from Deere and Company for WIU
Quad Cities Campus expansion of $3.0 million.
Goals/ Accomplishments FY04
„
„
„
Gift from Mid-America National Bank of
$312,807
Gladys M. Anderson $200,000 for
COEHS/Scholarship support
Charles O’Brien $185,000/ Staff Development
Goals/ Accomplishments FY04
„
„
More than 60% of WIU’s employees contribute
yearly ($319,000 in FY04)
Alumni participation consistently above the
national average, according to VSE/CAE.
Contributions by Category FY04
(4-8-04)
Total Gift
Commitments
No. of Donors
Alumni
7,849
806,228
511
319,022
2,241
300,015
90
16,723
443
3,758,118
Foundations
15
143,236
Other Org.
53
26,310
4
16,916
11,206
5,636,569
Employee (1)
Friends
Parents (2)
Corp/Businesses
Religious Org.
Totals
(1)
(2)
Does not include 420 employees who are included in Alumni #
Does not include 264 parents who are included in Alumni #
Contributions by Purpose/ Current
Operations FY04
(Cash and Property Gifts Only)
Total $$
Academic Divisions
614,853
Athletics
368,372
Faculty & Staff Compensation
Library
Operation/ Maintenance of Plant
Public Service & Extension
0
35,265
270
196,617
Research
14,235
Student Financial Aid
97,221
Unrestricted
43,692
Other
379,997
Total
1,750,523
Contributions by Purpose/ Capital
Purposes FY04
(Cash and Property Gifts Only)
Total $$
Property, Building, & Equipment
Endowment – Restricted
Total
3,076,478
559,567
3,636,045
„
„
The WIU Foundation has expended $2.9
million thus far in FY04. Total revenues of the
WIU Foundation in 2003-2004 are $7.1
million.
WIU Foundation has a current asset base of
$22.0 million.
Expenditures by Purpose FY04
4/9/04
Percent
Total $$ Expended
Alumni-Sponsored Programs
6.6%
188,427.71
Athletics
9.3%
266,768.44
21.1%
602,428.28
Cultural Activities, & Other Regional
Outreach Efforts
3.4%
96,556.62
Capital Projects
3.3%
94,864.02
Foundation Operating & Other Fund
Raising Expenses
5.5%
157,487.70
50.8%
1,450,395.31
1.00
2,856,928.08
Academic Enhancements & Instructional
Initiatives
Student Scholarships
Totals
Goals/ Accomplishments FY04
Goal: In cooperation with the Vice Presidents,
Deans, Directors, Department Chairs,
Development Officers, and Foundation Board
members and based on the planning priorities
outlined in the new University Strategic Planning
document, develop a preliminary plan for the
next capital campaign.
Goals/ Accomplishments FY04
„
„
„
Several programs and projects have been
targeted for private support in the new
campaign.
A preliminary budget model and other campaign
considerations have been discussed with the
President, staff, and the Foundation Board.
The Provost and the Deans have outlined future
development priorities in an Academic Affairs
Development Viewbook.
Goals/Accomplishments FY04
Goal: Secure a new contract with the NFL’s
St. Louis Rams for Summer 2003.
„
The University hosted the St. Louis Rams
Summer Training Camp for the eighth
consecutive year in July-August, 2003.
Goals/Accomplishments FY04
„
The Rams’ presence on campus has resulted
in significant improvements and ongoing
maintenance to the football practice areas.
„
The 2003 camp attracted 28,168 visitors. In
its eight years at WIU, the training camp has
attracted more than 146,000 visitors to
campus to view Rams’ practices.
Goals/Accomplishments FY04
„
„
The event continues to provide significant and
positive visibility for the University, create
jobs for staff and students, and support
regional economic development and tourism
efforts.
Rams Experience 2003 again a highlight for
fans.
„
The success of retaining the Rams Camp has
been a combined effort of:
The Division of Advancement & Public Services
Housing and Dining Services - Sodexho
Physical Plant – Building Services & Grounds
Public Safety
Academic Administration in Physical Education,
Psychology & Biology
MACVB, MAEDCO, Chamber, City of Macomb
Plans are well underway for 2004.
Goals/Accomplishments FY04
Goal: Complete preparations for next NCAA
Division I Athletics Certification Self-Study
„ Amy Halworth of NCAA staff met with steering
and subcommittee members and other
university officials in January, 2004.
„ An initial draft will be completed this summer
„ Focus on NCAA principles of governance and
commitment to rules compliance; academic
integrity; and equity and student welfare.
Goals/Accomplishments FY04
Goal: Increase campus-based funds and secure
additional contribution income for student
scholarships
„
„
„
ACT 24-27
Community college/ transfers
Under-represented students
Goals/Accomplishments FY04
Through collaborative efforts, $20,000 was given
from Student Services for transfer students and
$13,625 from the Provost for the Minority
Achievement/ Textbook Purchase Program
„ The Minority Achievement Program provided
130 students with Textbook Awards in FY04.
Goals/Accomplishments FY04
„
„
The Scholarship area experienced a substantial
increase of students with ACT composite scores
of 30 and above.
26/ 37 Four-Year Foundation, Presidential, and
Centennial Scholars had ACT scores of between
30 and 36. (One perfect 36 ACT)
Goals/Accomplishments FY04
Goal: Increase marketing of scholarship
opportunities by enhancing access to scholarship
information via web.
„ All campus-based awards and selected
applications now available on the web.
„ 20% of all new applications received have been
downloaded from website.
„ New scholarship booklet for prospective
students.
Goals/ Accomplishments FY04
Goal: Increase promotion of University activities, news,
success stories and achievements in support of the
institution’s mission and the institution’s Integrated
Marketing Plan.
„ University website has been positioned as the primary
institutional marketing vehicle for the many University
audiences.
„ Western’s efforts to expand the Quad Cities campus
have been promoted through stories on the Deere and
Company gift of the former tech center property.
Goals/Accomplishments FY04
„
„
The Integrated Marketing Plan was supported
through advertising with promotional television
and radio spots and display advertising.
During the 03-04 academic year, WIU
Intercollegiate Athletics and its student-athletes
were recognized by five (5) national media
organizations/ outlets. USA Today, NCAA
News, The Chicago Tribune, Fox Sports NET,
and ESPN.
Goals/Accomplishments FY04
Goal: Enhance communication between the
University and its alumni.
„ New online alumni directory launched in Fall
2003.
„ Jointly developed by Alumni and UIMS staff
in STARS.
„ 6,000 alumni have signed on to access the site.
„ Communication with alumni has been
enhanced with a complete redesign of its
website.
Goals/Accomplishments FY04
Goal: Expand alumni event schedule in
FY2004.
„ Atlanta, Washington D.C., Minneapolis,
Des Moines, and New Orleans.
„ Pre-game events in Baton Rouge, LA;
Ypsilanti, MI; Missoula, MT; and Hamilton,
NY.
„ 30% increase in attendance at off-campus
events.
Other Highlights By Unit
WIU Foundation &
Development
„
WIU Foundation website was redesigned and
an on-line giving site developed.
„
Annual financial audit had no material findings
for the 14th consecutive year.
Alumni Programs
„
Hosted over 60 events throughout the
United States. President Goldfarb was
featured at many of these events.
„
With leadership from the Associate Vice
President, efforts continued to increase
government relation activities with WIU
graduates in the Illinois General Assembly.
ie. PAC/ WIU-QC expansion.
Alumni Programs
„
The Alumni Association generated
resources, funded scholarships and
provided stipends to Outstanding Faculty,
Outstanding Advisors, and two Community
Service Award recipients.
Alumni Programs
Ongoing efforts to provide programs and services
to link alumni to the University include:
„ Student loan consolidations program
„
Expanded health insurance
„
Universal class ring program for students and
alumni
Alumni Programs Goals
„
In fiscal year 2004, Alumni Programs will
make more than 2,200 face-to-face contacts
with our alumni and send quarterly copies of
the Western News to more than 87,000 alumni
of record. The recent Lipman-Hearne study
indicated that more than 70% of our alumni
read all or part of the Western News.
Scholarship Office
„
„
The Scholarship Office coordinated the distribution
of $2.2 million in scholarships to recruit and retain a
diverse and academically talented student population
at Western Illinois University.
Multiple sources of scholarship funding have been
utilized for maximum benefit to the student and the
University.
Attachment A: Award Levels of Scholarship Programs:
Scholarship
Program Name
Amount FY03
Number of
Recipients/
Disbursement
Amount FY04
YTD
Number of
Recipients/
Disbursement
YTD
Western Equal Opportunity
Grant
$50,000.00
56
$50,000.00
35
Residential Scholar Initiative
Program
$376,552.00
121
$384,006.00
123
$7,500.00
15
$10,000 (to be used for
Summer School 2004)
20
WIU Foundation Scholarships
$523,721.01
1,281
$508,275.00
1,241
Outside Scholarships
$910,615.27
1,330
$934,832.60
1,318
Presidential, Foundation and
DuSable 4-year Scholarships
$86,000.00
90
$86,000.00
89
Minority Achievement
ProgramProgram- Textbook Award
$18,800.00
94
$20,943.53
130
ShortShort-term Textbook Loans
$28,675.63
81
$62,351.65
193
ShortShort-term Loans
$33,954.00
62
$109,556.00
184
$2,085,878.00
3,130
$2,165,964.70
3,307
License Plate Scholarships
TOTALS
Scholarship Office
The strategic plan outlines the need for the
University to respond to student concerns by
providing services that encourage student
success and increase retention; and by
identifying funding for students in need of
short-term assistance.
Scholarship Office
„
Since the start of the Spring 2003 semester, 246
students have received short term loans and 174
students have received the textbook short term
loans totaling $250,000 in additional aid.
Excellent example of interoffice cooperation to
meet a student need.
„
Distributed $12,175 in grants for unanticipated
needs.
Scholarship Office
„
Two Scholars Recognition Banquets were
held in Fall, 2003. These events bring
together scholarship recipients and donors
of the scholarship. Approximately 800
people attended the two banquets.
Institutional Marketing
Efforts to further develop consistent and
integrated marketing initiatives in FY04
included:
Institutional Marketing
„
The University Web site has been positioned
as a primary vehicle for prospective students
and those who influence them. The new
marketing language was incorporated in the
upper level pages and UR staff members
continued to work with colleges and
departments to incorporate the essential
elements and marketing themes on other
segments of the University Web site.
Institutional Marketing
„
Heightened attention to issues of affordability
and accountability, and additional marketing
efforts have resulted in increased awareness of
Western Illinois University’s cost guarantee and
GradTrac programs by prospective parents and
students, legislative leaders, and the Board of
Higher Education.
Truth in tuition legislation
New York Times article
Intercollegiate Athletics
(Academic Performance)
„
40% of student-athletes earned 3.00 GPA or
better, and 27 individuals recorded a 4.00 GPA.
„
Student athletes as a group earned a 2.70
semester GPA.
Intercollegiate Athletics
(Academic Performance)
„
23 Student athletes received Mid-Continent
Conference Academic All-Conference
recognition.
„
5 Football student-athletes earned Academic
All-Conference.
Intercollegiate Athletics
(Academic Performance)
„
Football student athletes Russ Michna and Perry
Cox were named to the National IAA Athletics
Directors Academic All-Star Team.
„
Preliminary information has revealed that the
1996-97 Western Illinois University StudentAthlete Cohort will boast a 69% All StudentAthlete Graduation Rate.
Athletic Accomplishments in
2003-04
„
WIU Football Team earned a Gateway Football
Conference Championship and represented the
University and the Gateway Conference in the
NCAA IAA National Championship Football
Quarterfinals.
Athletic Accomplishments in
2003-04
„
„
„
„
Women’s Basketball Team earned a MidContinent Conference Championship and a
berth in the Post-Season Women’s NIT for the
2nd consecutive year
20-win season - 2nd straight year
Leslie Crane – Mid-Con Coach of the Year 2nd
straight year
Tiffany Cornelius – Mid-Con Player of the Year
Athletic Accomplishments in
2003-04
„
„
„
Men’s Soccer finished third in the MidContinent Conference.
Men’s and Women’s Swimming and Diving
Teams finished second in Mid-Con
Championships.
Men’s Swimming and Diving won the Midwest
Swimming and Diving Championships.
Athletic Accomplishments in
2003-04
„
Men’s and Women’s Indoor Track Team
finished second and third respectively in MidCon Championships.
„
Cordell Lewis – Mid-Con Indoor Track Athlete
of the Year
Athletic Accomplishments in
2003-04
„
„
„
Stan Hyman – Mid-Con Baseball Coach of the
Year
Ryan Schmidgal – Coca-Cola Community
Service All-American and Louisville Slugger
Freshman All-American
Kathy Veroni earned her 800th career victory on
March 22, 2003.
Intercollegiate Athletics
„
With support from Administrative Services and
Physical Plant personnel, two new Target
Western Forward: Athletic Facilities Initiatives
Campaign projects were initiated in FY04:
Baseball stadium and Student-Athlete
Recognition Walls.
Intercollegiate Athletics
„
Program success, coupled with intensified
efforts to secure outside resources, has
resulted in an increase in contributions to
the Western Athletic Club, and an additional
$725,000 in game guarantee revenue. These
funds will help offset increased costs,
budget redirections and increased costs in
FY05.
Intercollegiate Athletics
„
The WIU Athletics Program, after winning
the 2002-03 Mid-Con Commissioners Cup,
is currently second in the Mid-Con
Conference Commissioner’s Cup
competition for 2003-04.
Other Generated Fund Sources
„
Additional funding resources generated by
the units in Advancement and Public
Services provide both needed operating
support and funds to enhance
accomplishments and productivity. More
than 80% of the Division’s operational
support is generated from non-appropriated
sources.
Other Generated Fund Sources
„
The largest source of these nonappropriated funds are contributions to the
WIU Foundation that benefit most of the
University’s academic programs, student
support services, outreach activities, and
student scholarship assistance.
Other Generated Fund Sources
„
In FY04, $265,000 in WIU Foundation
generated resources and unrestricted
contributions will support fixed operating
expenses of the Foundation.
Other Generated Fund Sources
„
These operating expenses include
investment management fees, audit costs,
additional accounting services, meeting
expenses, donor recognition and
stewardship activities, personal services not
funded by the university, fund raising costs,
and general expenditures.
Other Generated Fund Sources
„
„
Based on this years’ contribution totals, every
dollar expended generates $8.00 in contribution
income.
Cost of fund raising $0.15 – $0.18 per $1.00
raised
Other Generated Fund Sources
„
Royalty income of $325,000 was expended to
underwrite distribution of the Western News
($40,000), for athletic facility renovations ($50,000),
partial funding for salaries of three staff
members in Alumni Programs ($30,000), new
freshman scholarships, outstanding faculty,
advisor and community service awards ($60,000),
and supplemental operating resources for
Alumni Programs ($70,000).
Other Generated Fund Sources
„
„
„
An additional $75,000 was retained as a
reserve.
NCAA revenue of $391,178 provided
support for the Office of Student-Athlete
Academic Support Services, the StudentAthlete Enhancement Program, for graduate
assistants, and for general operations.
Income from game guarantees generated an
additional $725,000 in 2003-04.
Other Generated Fund Sources
„
„
Printing Services has generated $17,850
through mid-March 2004. These funds are
utilized to defray the costs of maintaining
equipment.
Visual Production Center generates more
than $100,000 in other revenue to defray
operations in its large format printing and
photographic services (Graduation, Rams
Camp)
Alumni Association Goals
for FY05
„
„
„
„
Produce online newsletter that mirrors the
website.
Produce batch email messages with
“shell” identical to website.
Recruit alumni to attend Western Focus
programs
Expand PAWS program
Alumni Association Goals
for FY05
„
„
„
Enhance website and promote use of
Alumni Online Directory.
Maintain aggressive off-site event
schedule.
Link international alumni to campus
through batch email.
Athletic Goals for FY05
„
„
„
„
Complete the NCAA Athletics Certification
Self-Study process
Maintain a graduation rate higher than the
general student population
Increase WAC membership
Complete fund raising efforts for at least one
new/renovated athletic facility
Athletic Goals for FY05
„
„
„
„
Secure Director of Marketing/Promotions
position
Secure a large football game guarantee
Expand the Varsity “W” Club
Win four conference championships, with four
post-season appearances
Scholarship Office Goals
for FY05
„
„
„
Continue to seek additional unrestricted
dollars for scholarship funding
Monitor and update scholarship information
on University websites
Increase activities to publicize scholarships
to the general student population
Scholarship Office Goals
for FY05
„
„
Seek to continue to expand scholarship offerings
based on type
Explore possibility of expanding the number of
and/or extending the award period for
Residential Initiative Program Scholarships.
University Relations Goals
for FY05
„
„
„
Promote the mission and values outlined in the
strategic plan
Promote the integrated marketing agenda for the
University
Enhance relationships with media outlets
beyond the region and state
University Relations Goals
for FY05
„
„
„
Enhance investment of time and resources into
the University web presentation
Provide support to University departments and
service centers for publications
Provide support and service in design and
production of materials
WIU Foundation and
Development Goals
„
Coordinate University fund raising activities and
secure $4.5 million in gift commitments from all
sources
„
Prepare the campaign plan and draft case
statement in preparation for a new major gift
campaign to commence in July, 2005.
Advancement Goals for FY05
„
Secure a new contract with NFL’s St.
Louis Rams for summer training camp in
2004.
Internal Reallocations
Reorganization and
Affects of Rescission
Affects of Rescission
„
„
Director of Marketing and Promotions in
Athletics remained unfilled in FY04.
Director of Development position remained
unfilled for FY04.
Affects of Rescission
„
„
„
Partial funding of administrative staff position in
Alumni Programs funded from nonappropriated source for FY04.
Director of Publications position vacant since
November 2003.
Visual Production Center two fewer staff with
comparable work output.
Affects of Rescission
„
The Director of the Visual Production Center
retired in December 2002. The position was
not filled and administrative responsibility for
the Center was assigned to the Assistant Vice
President for University Relations.
New Positions/ Reallocation of
Personnel
„
Athletics Department Director of Marketing and
Promotions
„
Director of University Marketing
„
Prospect research position in the WIU
Foundation and Development Office
New Operating Resources
„
The personal services funds allocated to the
former Director of the Visual Productions
Center will be reallocated to hire a Director of
University Marketing. Additional funding is
requested for increased marketing and
promotions activities and general operating
support.
New Operating Resources
„
Planning for a new capital campaign will
intensify in FY05. New resources will be
needed for additional fund raising staff,
consulting services, a campaign feasibility
study, and for increased operating costs
associated with a comprehensive campaign
effort.
Facilities Requests
„
Baseball Stadium Renovation
„
Men’s Basketball Locker Room
„
Olympic Sport Locker Room and Training
Room
WESTERN ILLINOIS
UNIVERSITY
Division of Advancement and Public
Services
Thank you!
Questions?