ASSOCIATION FOR LIBRARY AND INFORMATION SCIENCE EDUCATION
STATISTICAL REPORT
PART IV
INCOME AND EXPENDITURE
Please complete the following contact information identifying the person completing this part of the Statistical Report. This will help if questions arise in interpreting the data. Please be sure to return this cover sheet with the questionnaire.
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If questions arise in completing this part of the questionnaire, or if you have comments on its content, please contact the author of this section: Fred W. Roper Telephone: 803-777-3858
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PART IV: INCOME & EXPENDITURE
The questionnaire on Income & Expenditure includes three sections:
For Sections A (Expenditures) and B (Sources of Funds), please include only figures for items that are part of the LIS school budget, over which the school has direct control. Both summer session and academic year budgets should be included. Salaries, services, and materials provided without budget charge by the parent institution should be listed in Section C. Please review all categories of information requested before answering.
Reporting Period. (Please use and indicate the 12-month period which includes the 1997-98 academic year):
___________ | ______ | through | ___________ | ______ |
(Month) | (Year) | (Month) | (Year) |
A. EXPENDITURES
1. Salaries and Wages
Please record in column (01) the total amount spent for each category of personnel. Then indicate how much of the amount spent for each category is allocated (actual or estimated in dollars) to each of the six activities designated in the right-hand columns [(02) - (07)].
PERSONNEL |
TOTAL SPENT (01) |
Amount Allocated (Actual or Estimated) to Each Activity |
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Instruction |
Administration |
Library |
Computer |
Research |
Other* |
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a. Faculty* |
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b. Specialist* |
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c. Clerical |
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d. Students |
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e. Fringe Benefits** |
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COLUMN TOTALS |
The total in Column 1 should equal the sum of the totals in Columns 2, 3, 4, 5, 6 and 7:
(01) = (02) + (03) + (04) + (05) + (06)+ (07)* See top of page 2 of this section for definition of terms.
** Total of fringe benefits, if NOT already included in a-d above.
2. Operating Expenses
(A) Teaching and Administration (Report library and computer labs separately if funded by the School in Sections B and C below)
i. | Supplies | __________ (08) |
ii | Communications (including telephone, postage) | __________ (09) |
iii. | Equipment (For faculty, staff, or classroom use only) | |
(a) Purchase | __________ (10) |
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(b) Rental | __________ (11) |
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(c) Maintenance Contracts | __________ (12) |
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Total Equipment [(10)+(11)+(12)] | __________ (13) |
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iv. | Travel | |
(a) Administration | __________ (14) |
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(b) Faculty | __________ (15) |
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(c) Other (Visitors, prospective faculty, field trips) | __________ (16) |
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Total Travel [(14)+(15)+(16)] | __________ (17) |
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v. | Duplicating/printing costs | __________ (18) |
vi. | Dues, subscriptions, memberships | __________ (19) |
vii. | Insurance | __________ (20) |
viii. | Advertising | __________ (21) |
ix. | Other (specify type and amount) | |
_________________________________ | __________ (22) | |
_________________________________ | __________ (23) | |
_________________________________ | __________ (24) | |
_________________________________ | __________ (25) | |
Total Other Expenses [(22)+(23)+(24)+(25)] | __________ (26) |
TOTAL TEACHING AND ADMINISTRATION
EXPENSES [(08)+(09)+(13)+(17)+(18)+(19)+(20)+(21)+(26)] |
__________ (27) |
(B) LIS School Library
i. | Collection | __________ (28) |
ii | Equipment | |
(a) Purchase | __________ (29) |
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(b) Rental | __________ (30) |
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(c) Maintenance Contracts | __________ (31) |
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Total Equipment [(29)+(30)+(31)] | __________ (32) |
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iii. | Other (Specify type/amount) | |
(a) ______________________________ | __________ (33) |
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(b) ______________________________ | __________ (34) |
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Total other [(33)+(34)] | __________ (35) |
TOTAL LIBRARY SCIENCE EXPENSES [(28)+(32)+(35)] | __________ (36) |
(C) LIS Computer Lab(s)
i. | Manuals, Software | __________ (37) |
ii | Equipment | |
(a) Purchase | __________ (38) |
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(b) Rental | __________ (39) |
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(c) Maintenance Contracts | __________ (40) |
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Total Equipment [(38)+(39)+(40)] | __________ (41) |
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iii. | Other (Specify type/amount) | |
(a) ______________________________ | __________ (42) |
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(b) ______________________________ | __________ (43) |
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Total other [(42)+(43)] | __________ (44) |
TOTAL COMPUTING LAB EXPENSES [(37)+(41)+(44)] | __________ (45) |
(D) Funded Research Total | __________ (46) |
(E) Student Aid (excluding teaching assistants and graduate assistants)
i. | Fellowships and Scholarships | __________ (47) |
ii | Other (Specify type and amount) | |
(a) ______________________________ | __________ (48) |
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(b) ______________________________ | __________ (49) |
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Total Equipment [(48)+(49)] | __________ (50) |
TOTAL STUDENT AID [(47)+(50)] | __________ (51) |
(F) Continuing Education, Workshops, Institutes | __________ (52) |
(G) Other Expenses (Specify type and amount):
(a) ______________________________ | __________ (53) |
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(b) ______________________________ | __________ (54) |
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(c) ______________________________ | __________ (55) |
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Total Other Expenses [(53)+(54)+(55)] | __________ (56) |
3. Summary of Expenditures
(A) Salaries and Wages (Total from Column (01), page 1) | __________ (57) |
(B) Operating Expenses [(27)+(36)+(45)+(46)+(51)+(52)+(56)] | __________ (58) |
TOTAL EXPENDITURES [(57)+(58)] | __________ (59) |
B. SOURCES OF FUNDS - INCOME
1. | Parent Institution | __________ (60) |
2. | Federal Grants/Contracts | __________ (61) |
3. | CE Activities | __________ (62) |
4. | Endowment/Trust Funds | __________ (63) |
5. | State/Provincial Grants/Contracts | __________ (64) |
6. | Other (Specify type and amount) | |
(a) ______________________________ | __________ (65) |
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(b) ______________________________ | __________ (66) |
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(c) ______________________________ | __________ (67) |
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Total Equipment [(65)+(66)+(67)] | __________ (68) |
TOTAL SOURCES OF INCOME [(60)+(61)+(62)+(63)+(64)+(68)] |
__________ (69) |
Line (69) should be consistent with line (59). If totals differ widely, please explain below:
a. If expenditures are greater than income, how is overage covered?
_____________________________________________________________________
_____________________________________________________________________
b. If income is greater than expenditures, can funds be carried forward to next fiscal year?
______ yes ______ no
Comment:
_____________________________________________________________________
_____________________________________________________________________
C. ITEMS NOT INCLUDED IN THE LIS SCHOOL BUDGET
If the parent institution (and/or its library or computer service organization) furnishes services and materials or provides benefits without budget charges, these items should be listed here. DO NOT list general institutional services such as heating, ventilation, or other maintenance costs unless they are specifically credited to the schools budget. Please specify item and amount:
______________________________________________ | __________ (70) |
______________________________________________ | __________ (71) |
______________________________________________ | __________ (72) |
______________________________________________ | __________ (73) |
______________________________________________ | __________ (74) |
______________________________________________ | __________ (75) |
______________________________________________ | __________ (76) |
______________________________________________ | __________ (78) |
TOTAL | __________ (79) |
D. Funding from Parent Institution
1. Is the funding to the LIS school from the parent institution directly dependent upon:
FTE? | ____ yes | ____ no |
Head count? | ____ yes | ____ no |
# credit hours generated | ____ yes | ____ no |
Other? (please indicate) | ||
__________________________________________________ |
2. Did you receive an increase in funds from your parent institution in this reporting year?
____ yes ____ no
3. If no, was your budget reduced or was it held at the same level as the previous year?
_____________________________________________________________________
_____________________________________________________________________
4. What is the budget outlook for your program for next year?
_____________________________________________________________________
_____________________________________________________________________
E. LIS Library
1. Is there an LIS library that is in a separate location from the main university library or that is a discrete unit within the main university library?
____ yes ____ no |
If the answer to No. 1 is yes, please answer the following:
2. Is the LIS library administratively a part of the main university library?
____ yes ____ no |
3. Does the LIS school provide all or most of the support for the LIS library?
____ yes ____ no |
4. Is the Librarian of the LIS library funded by the LIS school?
____ yes ____ no |
F. LIS Computer Lab
1. Is there an LIS computer lab that is in a separate location from the main university computer support facility?
____ yes ____ no |
If the answer to No. 1 is yes, please answer the following:
2. Is the LIS computer lab administratively a part of the main computer support service?
____ yes ____ no |
3. Does the LIS school provide all or most of the support for the LIS computer lab?
____ yes ____ no |
4. Is the Lab supervisor of the LIS computer lab funded by the LIS school?
____ yes ____ no |