University Budget Office Year End Close

University Fiscal Year-End Analysis and Reports

This page includes the campus hyperlinks to the University Budget Office year-end files for campus completion and for reference. The University Fiscal Analysis file is for campus completion. For reference, the Campus Cash and Days Cash on Hand Report will be updated for first close, second close, and final close. The reports are by fund group and provide users with information about ending fund balance, ending cash balance, and days cash on hand. Please note that Designated Fund amounts exclude designated adjusting entry accounts.

Campus Fiscal Year-End Narratives and University Fiscal Analysis are due July 22

University Fiscal Analysis File and Campus Cash and Days Cash on Hand Report

Bloomington Fiscal Analysis and Year-End Closing Reports

IUPUI Fiscal Analysis and Year-End Closing Reports

IU School of Medicine Fiscal Analysis and Year-End Closing Reports

East Fiscal Analysis and Year-End Closing Reports

Kokomo Fiscal Analysis and Year-End Closing Reports

Northwest Fiscal Analysis and Year-End Closing Reports

South Bend Fiscal Analysis and Year-End Closing Reports

Southeast Fiscal Analysis and Year-End Closing Reports

Executive Enrollment Report

This page will be updated to provide a link to the executive enrollment report.

Campus Year-End Narratives for Fiscal Year 2022

Please ensure campus narratives address the following topics/questions:

  • Summarize significant uses of cash/reserve in FY22 (i.e. COVID related expenses and losses, strategic initiatives, financial aid, new programs, equipment).
    • Were cash reserves used because of operating losses? Are additional operating losses projected in future years and what plans are in place to balance operations going forward?
  • Summarize the fiscal health of the campus and RCs.
    • How did the campus actual enrollment in FY22 compare to targets? Were there any RCs or programs that had significant variances and what were the drivers?
    • Were there any other significant revenue or expenses variances compared to adjusted budgets?
    • What expense mitigation measures and operational efficiencies had the greatest impact on the fiscal health of the campus and RCs? What continued impact is expected in the FY23 budget?
    • Other than the mandatory budget reduction targets, what expense reduction and cost avoidance measure has the campus taken (shared services, reorganizations, salary savings, etc.)
    • Are there any RCs that are financially concerning, and what plans are in place to grow revenue or reduce expenses and return to fiscal health?

For any questions, comments or suggestions with regards to the furnished information, please do not hesitate to contact UBO at budu@iu.edu.