UCA Foundation & UCA Advancement Update UCA Faculty Senate September 25, 2014
UCA Foundation & UCA Advancement Financial Highlights 2012-13 2013-14 Total Gifts $3,831,542 $5,138,934 Total Donors 4,020 4,455 Total Assets $34,975,035 $40,912,635 Endowment $21,064,960 $22,296,489 Benefit to UCA $4,489,718 $4,061,808 Scholarships $590,380 $644,912
Giving Slides
Total Giving $6,000,000.00 Total $5,138,933 $5,000,000.00 $4,000,000.00 Goal $4,023,119 $3,000,000.00 $2,000,000.00 $1,000,000.00 New Gifts & Pledges $3,627,981.98 $4,321,642.75 $3,831,542.14 $5,138,933.52
Total Giving by Production Area $6,000,000.00 $5,000,000.00 $4,000,000.00 $3,000,000.00 $2,000,000.00 $1,000,000.00 Athletics $925,154.22 $1,004,881.52 $771,947.07 $815,412.16 Reynolds $10,294.00 $29,580.96 $27,906.13 $30,187.55 Shakespeare Theatre $58,633.00 $66,535.00 $105,751.00 $130,865.00 Advancement - Alumni Services $77,639.89 $211,611.22 $88,331.68 $146,234.71 Advancement - Other Giving* $615,214.66 $815,742.24 $692,680.04 $2,153,036.47 Advancement - Development Officers $1,941,046.21 $2,193,291.81 $2,144,926.22 $1,863,197.63 Total $3,627,981.98 $4,321,642.75 $3,831,542.14 $5,138,933.52 *Other Giving includes grants/donations from constituents not managed by a development officer or reported in another category such as Arkansas Shakespeare Theater. Other Giving was previously referred to as Unassigned Giving. NOTE: Most of the Athletic Skybox payments were received in 2011-12 which affected Athletics total giving by $602,500. Also in 2011-12, we opened up the Legacy Brick program to all alumni instead of recent graduates only. This resulted in a marked increase in Alumni Services total giving with 1,366 bricks sold many being first-time donors. Additionally, we did not hold a phonathonin spring 2013, and we were operating with one less major gift officer which affected total giving, donor numbers and giving percentages.
Total Giving by Gift Type $6,000,000.00 $5,000,000.00 $4,000,000.00 $3,000,000.00 $2,000,000.00 $1,000,000.00 Planned Gifts $480,302.00 $715,615.00 $440,000.00 $165,814.48 Stock/Property $21,457.23 $84,414.50 $270,199.14 $53,271.30 In-Kind $275,995.30 $57,919.31 $16,857.27 $16,116.96 Pledges $543,161.75 $801,153.99 $532,433.87 $785,972.73 New Cash Gifts $2,307,065.70 $2,662,539.95 $2,572,051.86 $4,117,758.05 Total $3,627,981.98 $4,321,642.75 $3,831,542.14 $5,138,933.52 NOTE: The majority of Planned Gifts are bequests; however, other Planned Giving instruments are also included.
Total Giving by Constituent Type $6,000,000.00 $5,000,000.00 $4,000,000.00 $3,000,000.00 $2,000,000.00 $1,000,000.00 Other Organizations* $519,448.69 $449,618.65 $435,447.50 $1,083,871.93 Corporations $823,960.13 $1,381,770.00 $656,460.91 $756,483.59 Foundations $206,723.00 $104,840.00 $228,650.00 $109,200.00 Friends $1,144,419.90 $1,272,826.63 $698,580.24 $1,594,448.99 Alumni $933,430.26 $1,122,587.47 $1,812,403.49 $1,594,929.01 Total $3,627,981.98 $4,331,642.75 $3,831,542.14 $5,138,933.52 *Other Organizations includes any constituent group not considered a corporation or foundation. Examples include, but are not limited to, registered student organizations, civic clubs, Confucius Institute, Chamber, state license plate proceeds, and Conway A&P. Corporate related foundations are included in Corporations.
Donors & Membership 6,000 5,000 4,000 3,000 2,000 1,000 0 Alumni Association Members 1,741 1,460 1,320 1,306 All Donors 3,705 5,034 4,020 4,455 New Donors 863 1,977 1,263 1,146 NOTE: In FY12, we opened up the Legacy Brick program to all alumni instead of recent graduates only. This resulted in a marked increase in Alumni Services total giving with 1,366 bricks sold many being first-time donors. Additionally, we did not hold a phonathonin spring 2013, and we were operating with one less major gift officer which affected donor numbers and giving percentages.
Participation by Alumni & Faculty/Staff 35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% US News Alumni Giving Percentage* 6.43% 8.28% 4.95% 5.63% Faculty/Staff (FTE) Giving Percentage 29.60% 26.77% 26.01% * US News counts undergraduate alumni donors compared to Alumni on Record, i.e. those alumni with valid contact information. NOTE: In 2011-12, we opened up the Legacy Brick program to all alumni instead of recent graduates only. This resulted in a marked increase in Alumni Services total giving with 1,366 bricks sold many being first-time donors. As a point of reference, in FY10 we sold 66 bricks. Additionally, we did not hold a phonathonin spring 2013, and we were operating with one less major gift officer which affected donor numbers and alumni giving percentages.
Donor Retention Rate 70% 60% 50% 40% 30% 20% 10% 0% Donor Retention Rate 53% 55% 47% 58% NOTE: In 2011-12, we opened up the Legacy Brick program to all alumni instead of recent graduates only. This resulted in a marked increase in Alumni Services total giving with 1,366 bricks sold many being first-time donors. Additionally, we did not hold a phonathonin spring 2013, and we were operating with one less major gift officer which affected donor numbers and giving percentages.
Impact Slides
Annual Impact of the UCA Foundation Amount Given to or Paid on Behalf of UCA by the UCA Foundation in FY14 Athletics $822,411 20% Academic Departments $1,981,758 49% Non-Academic $612,727 15% Scholarships $644,912 16% Total = $4,061,808
UCA Foundation Scholarships Awarded $700,000.00 $600,000.00 $500,000.00 $400,000.00 $300,000.00 $200,000.00 $100,000.00 Scholarships $359,100.83 $612,856.35 $590,380.52 $644,912.00
UCA Foundation Ending Fund Balances as of June 30, 2014 $40,000,000.00 $35,000,000.00 $30,000,000.00 $25,000,000.00 $20,000,000.00 $15,000,000.00 $10,000,000.00 $5,000,000.00 Academic Non-Academic Scholarships Total Spendable $3,467,029.00 $2,448,225.00 $375,839.00 $6,291,093.00 Endowed $5,261,737.00 $3,599,968.00 $18,636,816.00 $27,498,521.00 Total $8,728,766.00 $6,048,193.00 $19,012,655.00 $33,789,614.00
Foundation Financials
UCA Foundation Assets & Liabilities $50,000,000.00 $45,000,000.00 $40,000,000.00 $35,000,000.00 $30,000,000.00 $25,000,000.00 $20,000,000.00 $15,000,000.00 $10,000,000.00 $5,000,000.00 Total Assets $44,251,992.00 $43,815,379.00 $34,975,035.00 $40,912,635.00 Total Liabilities $16,865,666.00 $19,263,248.00 $5,483,907.00 $5,884,716.00 Total Net Assets $27,386,326.00 $24,552,131.00 $29,491,128.00 $35,027,919.00 NOTE: There was a significant change in Total Liabilities & Net Assets from FY12 to FY13 due to UCA s assumption of the debt for Bear Village, the skyboxes, and the weight training center. Crow/White funds are included in the liabilities category since it is owned by UCA.
UCA Foundation Total Assets by Category $50,000,000.00 $45,000,000.00 $40,000,000.00 $35,000,000.00 $30,000,000.00 $25,000,000.00 $20,000,000.00 $15,000,000.00 $10,000,000.00 $5,000,000.00 Endowment Investments $16,788,104.00 $17,364,801.00 $17,992,931.00 $19,224,460.00 Other Assets* $15,043,800.00 $13,325,999.00 $15,161,847.00 $19,999,093.00 Property, Plant & Equipment $10,619,870.00 $11,769,583.00 $632,140.00 $606,508.00 Current Assets $1,800,218.00 $1,354,996.00 $1,188,117.00 $1,082,574.00 Total Assets $44,251,992.00 $43,815,379.00 $34,975,035.00 $40,912,635.00 *Other Assets includes cash on bond funds, unconditional promises to give, investments, cash surrender value of Foundation owned life insurance, unamortized bond debt expense, prepaid insurance, and miscellaneous artwork. Much of these no longer appear on the Foundation books because UCA purchased Bear Village and paid off the bonds. There was a significant change in Property, Plant & Equipment from 2011-12 to 2012-13 due to UCA s assumption of the debt for Bear Village, the skyboxes, and the weight training center.
UCA Foundation Endowment Levels $25,000,000.00 $20,000,000.00 $15,000,000.00 $10,000,000.00 $5,000,000.00 UCA Crow/White $3,072,029.54 $3,072,029.54 $3,072,029.54 $3,072,029.54 UCA Foundation Endowment Investments $16,788,104.00 $17,364,801.00 $17,992,931.00 $19,224,460.00 Total $19,860,133.54 $20,436,830.54 $21,064,960.54 $22,296,489.54
UCA Foundation Market Value of Investments Calendar Year 2009-2014 YTD (Jun 30) $40,000,000.00 $35,000,000.00 $30,000,000.00 $25,000,000.00 $20,000,000.00 $15,000,000.00 $10,000,000.00 $5,000,000.00 2009 2010 2011 2012 2013 2014 YTD (June 30) Market Value of Investments $18,881,764.36 $27,105,876.93 $26,871,657.25 $27,406,898.71 $33,018,779.45 $34,683,654.75