Appendix a INDIANA UNIVERSITY Table of Contents General
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Appendix A INDIANA UNIVERSITY Table of Contents General ....................................................................................................................................... A-1 Forward-looking Statements.................................................................................................... A-1 Academic Colleges, Schools & Divisions of the University ................................................... A-2 Authorized Degree Programs and Degrees Conferred .......................................................... A-4 Accreditations and Memberships ............................................................................................ A-4 The Board of Trustees of the University ................................................................................. A-4 Administrative Officers of the University............................................................................... A-5 Facilities ..................................................................................................................................... A-7 Faculty and Staff ....................................................................................................................... A-8 Student Quality ......................................................................................................................... A-9 Student Admissions ................................................................................................................... A-9 Student Enrollment ................................................................................................................. A-10 Fees ........................................................................................................................................... A-12 Student Financial Assistance ................................................................................................. A-14 Financial Operations of the University ................................................................................. A-14 Operating Budget and Related Procedures .......................................................................... A-18 State Appropriations to the University ................................................................................. A-19 Research ................................................................................................................................... A-20 Indiana University Foundation .............................................................................................. A-20 Capital Campaign ................................................................................................................... A-22 University-held Endowments ................................................................................................. A-22 Physical Plant .......................................................................................................................... A-22 Financing Plan ......................................................................................................................... A-23 Indebtedness of the University ............................................................................................... A-23 Sources of Payment for Indebtedness ................................................................................... A-24 University Credit Facility ....................................................................................................... A-26 Related Organization .............................................................................................................. A-26 Risk Management ................................................................................................................... A-27 Retirement Plans ..................................................................................................................... A-27 Postemployment Benefits ....................................................................................................... A-33 Required Supplementary Information ................................................................................. A-38 A-i Appendix A INDIANA UNIVERSITY General Indiana University (the “University” or “IU”) is a major public research institution and one of the largest universities in the nation. It was established by the Indiana General Assembly (the “General Assembly”) in 1820 as Indiana Seminary located in Bloomington. It was designated as Indiana College by the General Assembly in 1828 and became Indiana University in 1838. The University has core campuses in Bloomington and Indianapolis (Indiana University Purdue University at the Indianapolis Campus (“IUPUI”)); the latter of which has satellite campuses located in Columbus and Fort Wayne. Regional campuses serving other areas of Indiana are located in Gary (“Northwest”), Kokomo, New Albany (“Southeast”), Richmond (“East”), and South Bend (collectively, “Regionals”). The University has IU Online for distance education, offering more than 135 online academic programs. As of June 30, 2019, the various campuses of the University covered a total of 3,036 acres. The Bloomington campus is the oldest and largest campus of the University, occupying 1,940 acres, and is the primary residential campus. IUPUI is the home of the Indiana University School of Medicine, the School of Dentistry, and the School of Nursing. The University also has five global gateway locations in Thailand, China, Germany, India and Mexico that support international engagement for faculty, students, alumni and staff aiming to create new opportunities for research, partnerships, conferences, workshops, study abroad, and internships. As of July 1, 2018, the realignment of the former Indiana University-Purdue University Fort Wayne campus became effective to better provide for educational interests and economic growth in northeast Indiana. IU Fort Wayne manages the health science programs and related admissions. Prior to that time, Fort Wayne students could seek IU related coursework. Unless specified with this document, campus information before July 1, 2018 excludes the Fort Wayne campus. As of fall 2017, Indiana University changed official census enrollment to exclude high school students who are taking college courses simultaneously, which is referred to as dual credit. For the fall semester of 2019 the University’s headcount enrollment was 93,578. The University's total full time equivalent enrollment for the fall semester of 2019 was 81,430. Forward-looking Statements Certain information contained in this document, including in particular, that titled “Student Enrollment,” “Fees - Student Budget,” “Operating Budget and Related Procedures,” “State Appropriations to the University,” and “Financing Plan” and under the financial report accompanying this document —“Management Discussion and Analysis”, contains “forward-looking statements” based on current expectations, estimates, forecasts and projections about and assumptions made by the University. These forward-looking statements may be identified by the use of forward-looking terms such as “may,” “will,” “expects,” “believes,” “anticipates,” “plans,” “estimates,” “projects,” “targets,” “forecasts,” and “seeks” or the negatives of such terms or other variations on such terms or comparable terminology. These statements are not guarantees of future performance and involve risks, uncertainties and assumptions that could cause actual outcomes and results to differ materially. These risks and uncertainties include demographic changes, demand for higher education services and other services of the University, competition with other higher education institutions and general domestic and international economic conditions including those of the state of Indiana (the “State”). Additionally, certain information contained in this document titled “Financial Operations of the University,” “Physical Plant - Capital Assets, Net,” “Postemployment Benefits,” “Related Organization,” “Required Supplementary Information,” “Retirement Plans,” and “Risk Management” is from current and/or prior audited IU financial reports. The “Indiana University Foundation - Indiana University Foundation Financial Summary” is from the Indiana University Foundation or the current and/or prior audited financial reports of the Indiana University Foundation (the “Foundation”). The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Actual results could differ from those estimates. The University disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. A-1 Appendix A Academic Colleges, Schools & Divisions of the University The University offers courses in the arts, humanities, social, behavioral, physical and life sciences, and professional fields. Many courses are available in online and hybrid formats. Additional programs include military science, professional practice, and special summer session programs. – Remainder of Page Intentionally Left Blank – A-2 Appendix A The major areas and fields of study at the University’s campuses are as shown as of fall 2019. University Schools, Colleges and Divisions Bloomington IUPUI continued College of Arts and Sciences School of Liberal Arts Eskenazi School of Art, Architecture + Design