• National Center for Education Statistics (NCES) Integrated Postsecondary Education Data System (IPEDS) login and password

Frequency and timing:

• Annually, Finance - spring data collections February - March

Steps:

These reports are typically filed after the completion of the annual financial audit. A standardized report to pull the requested data would be beneficial to ensure the criteria remain the same and prior year amounts can be validated as shown on the survey.

• The university's representative will indicate when the Finance survey is open and provide updated login credentials.
• Update the general information; the prior year data will prepopulate in most instances.
• Run reports of financial data from reporting system (if applicable).
• Update the financial information; the prior year amounts will display.
• oPart A - Statement of net position
• oPart B – Revenues and other additions
• oPart C-1 – Expenses and other deduction by functional classification
• oPart C-2 – Expenses and other deduction by natural classification
• oPart D - Summary of changes in net position
• oPart E-1 – Scholarships and fellowships
• oPart E-2 – Sources of discounts and allowances
• oPart H – Endowment net assets
• oPart J – Revenue data for census bureau
• oPart K – Expenditure data for census bureau
• oPart L – Debt and assets for census bureau
• oPart M-1 – Pension information
• oPart M-2 – OPEB information
• oPart N – Financial health