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STATE OF GEORGIA DEPARTMENT OF AUDITS
254 WASHINGTON STREET ATLANTA. GEORGIA 30334
AUDIT REPORT STATE OF GEORGIA BOARD OF REGENTS OF Tiffi UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) YEAR ENDED JUNE 30, 1995
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT)
- TABLE OF CONTENTS -
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S COMBINED REPORT ON FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
EXHIBITS
FINANCIAL STATEMENTS
A COMBINED BALANCE SHEET
ALL FUND GROUPS
2
B COMBINED STATEMENT OF CHANGES IN FUND BALANCES
ALL FUND GROUPS
4
C STATEMENT OF CURRENT FUNDS REVENUES, EXPENDITURES,
AND OTHER CHANGES
5
D NOTES TO THE FINANCIAL STATEMENTS
6
SUPPLEMENTARY INFORMATION
E COMBINING BALANCE SHEET
CURRENT FUNDS - UNRESTRICTED
24
F COMBINING STATEMENT OF CHANGES IN FUND BALANCES
CURRENT FUNDS - UNRESTRICTED
25
COMBINING STATEMENT OF CURRENT FUNDS REVENUES, EXPENDITURES,
AND OTHER CHANGES
G
UNRESTRICTED
26
H
RESTRICTED
27
SCHEDULES
SCHEDULES OF REVENUES AND EXPENDITURES COMPARED TO BUDGET
1
"A" RESIDENT INSTRUCTION
28
2
"B" REGENTS CENTRAL OFFICE AND OTHER ORGANIZED ACTIVITIES
30
3
"D" LOTTERY FOR EDUCATION
31
SCHEDULES OF APPROVED BUDGET
4
"A" RESIDENT INSTRUCTION
32
5
"B" REGENTS CENTRAL OFFICE AND OTHER ORGANIZED ACTIVITIES
34
6
"D" LOTTERY FOR EDUCATION
35
SCHEDULES OF BUDGET TRANSFERS TO OTHER UNITS
7
"A" RESIDENT INSTRUCTION
36
8
"B" REGENTS CENTRAL OFFICE AND OTHER ORGANIZED ACTIVITIES
40
9
"D" LOTTERY FOR EDUCATION
42
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNIT)
- TABLE OF CONTENTS -
SECTION I
FINANCIAL
SUPPLEMENTARY INFORMATION
SCHEDULES
10 SCHEDULE OF OPERATIONS
ENDOWMENT AND SIMILAR FUNDS
44
11 SCHEDULE OF CASH RECEIPTS AND DISBURSEMENTS
AGENCY FUNDS
45
12 CASH AND CASH EQUIVALENTS
47
13 INVESTMENTS
48
14 ACCOUNTS RECEIVABLE
50
15 CHANGES IN INVESTMENT IN PLANT
51
16 SCHEDULE OF FUND BALANCES
CURRENT FUNDS AND PLANT FUNDS
52
17 SCHEDULE OF REVENUES
CURRENT FUNDS
54
SCHEDULES OF ALLOTMENTS TO UNITS OF THE UNIVERSITY SYSTEM
OF GEORGIA
18
"A" RESIDENT INSTRUCTION
56
19
"B" OTHER ORGANIZED ACTIVITIES
58
20
"D" LOTTERY FOR EDUCATION
59
SCHEDULES OF EXPENDITURES BY OBJECT
21
CURRENT FUNDS
60
22
PLANT FUNDS
64
23 SCHEDULE OF GOVERNOR'S EMERGENCY FUND
65
24 SCHEDULE OF REGENTS SCHOLARSHIPS
67
25 ANALYSIS OF PRIOR YEAR'S SURPLUS FUNDS COLLECTED FROM INSTITUTIONS
AND REDISTRIBUTED TO INSTITUTIONS WITH DEFICITS
68
SECTION II FINDINGS AND IMPROPER OR QUESTIONED COSTS SCHEDULE OF FINDINGS AND IMPROPER OR QUESTIONED COSTS
SECTION I FINANCIAL
CLAUDE L. VICKERS
STATE AUDITOR (404) 656-2174
DEPARTMENT OF AUDITS
254 Washington Street, S.W., Suite 214 Atlanta, Georgia 30334-8400
November 28, 1995
Honorable Zell Miller, Governor Members ofthe General Assembly of Georgia Members ofthe Board ofRegents ofthe University System of Georgia
and Honorable Stephen R. Portch, Chancellor
INDEPENDENT AUDITOR'S COMBINED REPORT ON FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
Ladies and Gentlemen:
We have audited the accompanying financial statements (Exhibits A through D) of the Administrative Central Office (Oversight Unit) of the Board of Regents of the University System of Georgia as of and for the year ended June 30, 1995. These financial statements are the responsibility of the Administrative Central Office's management. Our responsibility is to express an opinion on these financial statements based on our audit.
We conducted our audit in accordance with generally accepted auditing standards. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free ofmaterial misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion.
The financial statements referred to above include only the financial activities ofthe oversight unit of the Board ofRegents ofthe University System ofGeorgia. Financial activities of other organizational units (the various State colleges and universities) are not included.
As described in Note 1 to the financial statements, Georgia Law and State budgetary policy require the Administrative Central Office to prepare its financial statements on a basis which is not consistent with generally accepted accounting principles with respect to the recording of encumbrances as expenditures and liabilities. To conform with generally accepted accounting principles, encumbrances should be recorded as a reservation offund balance. The effects on the financial statements of this departure from generally accepted accounting principles were not reasonably determinable, but are believed to be material.
95ARL-62X
As discussed in Note 1 to the financial statements, the Administrative Central Office did not report the liability and related expenditure for compensated absences in the current funds as required by generally accepted accounting principles. Ifcompensated absences were reported, liabilities would be increased and fund balance would be decreased by $600,486.67 as ofJune 30, 1995, and the net change in fund balance for the year ended June 30, 1995, would be decreased by $29,535.24.
In our opinion, except for the effects on the financial statements of the matters discussed in the fourth and fifth paragraphs, the financial statements referred to above present fairly, in all material respects, the financial position of the Administrative Central Office (Oversight Unit) of the Board of Regents of the University System of Georgia as of June 30, 1995, and the changes in fund balances and the current operating funds revenues, expenditures, and other changes for the year then ended in conformity with generally accepted accounting principles.
As discussed in Note 12 to the financial statements, the Employees' Health Benefit Self-Insurance Program has been recorded as a part of Unrestricted Current Funds. This change is in accordance with generally accepted accounting principles.
Our audit was made for the purpose offorming an opinion on the financial statements taken as a whole. The accompanying supplementary information (Exhibits E through H and Schedules 1 through 25) is presented for purposes of additional analysis and is not a required part of the financial statements of the Administrative Central Office (Oversight Unit) of the Board of Regents of the University System of Georgia. Such information has been subjected to the auditing procedures applied in the audit of the financial statements and, in our opinion, except for the effects of the matters discussed in the fourth and fifth paragraphs, such information is fairly presented in all material respects in relation to the financial statements taken as a whole.
Respectfully submitted,
CLV:gp 95ARL-62X
Claude L. Vickers State Auditor
FINANCIAL STATEMENTS - 1-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNID
COMBINED BALANCE SHEET ALL FUND GROUPS JUNE 30. 1995
ASSETS
Cash and cash Equivalents lnvestmeuts Accounts Receivable Prepaid Items Investment in Plant
CURRENT FUNDS UNRESTRICTED RESTRICTED
ENDOWMENT
AND SIMILAR
FUNDS
$ 24,484,668.73 $ 18,583,261.22 43,069,066.31 740.00
1,089,527.34 $ 114.21
3,612,043.20
TotalAssets
$ 86,137,736.26 $
1,089,641.55 $ ==3=,6=1=2'!::::043=.20=
LIABILITIES AND FUND BALANCES
Liabilities Accounts Payable Allotments Due to other Units Benefits Payable Deposits Held in Custody for others Capital Lease Obligations
Total Liabilities
Fund Balances Endowment Net Investment in Plant Restricted Unrestricted
Total Fund Balances
$
3,966,854.88
42,092,000.00
25,480,000.00
$ 71,538,854.88
$ $ 14,598,881.38 $ 14,598,881.38 $
$ 1,089,641.55
1,089,641.55 $
3,612,043.20 3,612,043.20
Total Liabilities and Fund Balances
$ 86,137,736.26 $
1,089,641.55 $ ==3=,6=1=2=,043:::::::::::.20=
The notes to the financial statements are an integral part of this statement. -2-
EXHIBIT"A"
PLANT FUNDS
INVESTMENT
UNEXPENDED
IN PLANT
AGENCY FUNDS
TOTAL (Memorandum
Only)
$
1,304,072.55
37,000,000.00 ______ $
$ 55,826,232.21
3,607,945.61 $ 31,439,889.62
34,098,257.43 50,023,150.84 80,069,180.52
740.00 55,826,232.21
$
38,304,072.55 $
55,826,232.21 $
35,047,835.23 $ 220,017,561.00
$
14,417,866.45
$
$
14,417,866.45 $
$ 268,850.79
268,850.79 $
$ 35,047,835.23 35,047,835.23 $
18,384,721.33 42,092,000.00 25,480,000.00 35,047,835.23
268,850.79
121,273,407.35
$
55,557,381.42
$
23,886,206.10
$
23,886,206.10 $
55,557,381.42
$
3,612,043.20
55,557,381.42
1,089,641.55
38,485,087.48
$
98,744,153.65
$
38,304,072.55 $
55,826,232.21 $
35,047,835.23 $ 220,017,561.00
-3-
BOARD Of REGENTS Of THE UNNERSITY SYSTEM Of GEORGIA
ADMINISTRATIVE CENTRAL OFFICE (QVERSIGHT UNID
COMBINED STATEMENT Of CHANGES IN FUND BALANCES
ALL FUND GROUPS YEAR ENDED JUNE 30 1995
EXHIBIT"B"
REVENUES AND OTHER ADDITIONS
Unl8&tricted CUm!llt Fund ReYenue& State Appropriations - Lottery Proceeds Federal Grants and Contract& State Grants and Contract& Private Gilts, Grants, and Contracts lnwstment Income
Endowment AdjU&tments
Prior Years' Expenditures/Accounts Payable Remittance from Geolgia Institute r:J
Technology - Dental Insurance Plan Remittance r:J Uncommitted Regents
SCholarshipg from Units r:J the UniYersity System r:J Geolgia Remittance r:J SUrplus from Units r:J the UniYersity System r:J Geolgia
Year Ended June 30, 1994 Expended for Plant Facilities
CUm!llt Funds Plant Funds
Unexpended other Additions
Insurance Rl!CCM!ries
Total ReYenue& and other Additions
EXPENDITURES AND OTHER DEDUCTIONS
Educational and General Expenditures Unrestricted Fund Balance (SUrplus)
Returned to Office r:J Treasury and Fiscal SelVice6 Year Ended June 30, 1994
Expended for Plant Facilities capitalized
Disposals/Deletions/Adjustments
Total Expenditures and other Deductions
TRANSFERS BETWEEN FUNDS
Nonmandatory Restricted Quasi-Endowment Funds Allocated
Net lncrease/(Decrease) for the Year
FUND BALANCES JULY 1 1994
Employees' Health Benefit Self-Insurance Program (Note 12)
FUND BALANCES JULY 1 1994 (RESTATED)
CURRENT FUNDS UNRESTRICTED RESTRICTED
ENDOWMENT AND SIMILAR
FUNDS
Pl.ANT FUNDS
INVESTMENT
UNEXPENDED
IN Pl.ANT
TOTAL (Memorandum
Only)
$ 203,030,692.09 $
239,506.08 20,000.00 6,000.00 $
$ 37,105,893.00
2,112,043.20
2,125,000.00
1,135,694.44
62,026.62
185,609.67
227,232.60
$ 203,030,692.09 37,105,893.00 239,506.08 20,000.00 4,243,043.20
1,197,721.06
185,609.67
227,232.60
11,814.68
11,814.68
1,114,120.19
1,114,120.19
$ 6,356,567.25
6,356,567.25
43,003,319.34
43,003,319.34
27.658.632.44
27.658.632.44
$ 204.569.469.23 $ 1.401.200.52 $ 2.174.069.82 $ 66.889.525.44 $ 49.359.886.59 $ 324.394,151.60
$ 223,757,500.73 $ 398,307.71 $
0.00
$ 224,155,808.44
1,139,957.28
$ 43,003,319.34 - - - - - $ _ ___,7"'0,.,.8:.:,.79=:.:.84-'-
1,139,957.28
43,003,319.34 70 879.84
s 224.897.458.01 s 398.307.71 s_ _ _..o..,.oo""" s 43.003.319.34 s 70 879.84 $ 268.369,964.90
$ 1.562.026.62
$ -1.562.026.62
$
0.00
s -18.765.962.16 $ 1.002.892.81 $ 612.043.20 $ 23,886.206.10 $ 49,289,006.75 $ 56.024.186.70
s
14,022.41 $ 86,748.74 $ 3,000,000.00 $
0.00 S 6,268,374.67 $ 9,369,145.82
33.350.821.13 $ 33.364.843.54 $
86748.74 $ 3.000.000.00 $
33.350.821.13 0.00 $ 6.268.374.67 $ 42,719,966.95
FUND BALANCES JUNE 30 1995
$ 1415981881.38 $ 1,089,641.55 $ 3,6121043.20 $ 2318861206.10 $ 55,557,381.42 $ 98 744 153.65
The notes to the financial statements are an integral part of this statement. -4-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNITI
STATEMENT OF CURRENT FUNDS REVENUES, EXPENDITURES, AND OTHER CHANGES
YEAR ENDED JUNE 30, 1995
EXHIBIT"C"
REVENUES
State Appropriations Federal Grants and Contracts State Grants and Contracts Enda.Nmentlncome Other Sources
Total Revenues
EXPENDITURES
Educational and General Public Service Institutional Support Operation and Maintenance of Plant Scholarships and Fellowships
Total Expenditures
OTHER TRANSFERS AND ADDITIONS/{PEDUCTIONS}
Excess of Restricted Receipts over Transfers to Revenues Transfers for Restricted Quasi-Endowment
Funds Allocated Prior Period Adjustments (Net) Remittance of Uncommitted Regents Scholarships
from Units of the University System of Georgia Remittance of Surplus from Units of the
University System of Georgia Year Ended June 30, 1994
Unrestricted Fund Balance (Surplus) Returned to Office of Treasury and Fiscal Services Year Ended June 30, 1994
Total Other Transfers and Additions/(Deductions)
UNRESTRICTED
RESTRICTED
TOTAL (Memorandum
Only)
$
70,266,154.00
$
132,764,538.09 $ 203,030,692.09 $
$ 245,307.71
20,000.00 133,000.00
398,307.71 $
70,266.154.00 245,307.71 20,000.00 133,000.00
132,764,538.09
203,428,999.80
$
12,101,860.00
209,615,938.95 $
250,701.78
1,789,000.00
$ 223,757,500.73 $
$ 109,357.71
288,950.00
398,307.71 $
12,101,860.00 209,725,296.66
250,701.78 2,on,950.oo
224, 155,808.44
$
$
1,562,026.62
412,842.27
11,814.68
1,114,120.19
-1,139,957.28
$
1,960,846.48 $
1,002,892.81 $
1,002,892.81
1,562,026.62 412,842.27
11,814.68
1,114,120.19
1,002,892.81 $
-1,139,957.28 2,963,739.29
Net lncrease/(Decrease) in Fund Balances
$ -18,765,962.16 $
1,002,892.81 $ -17,763,069.35
The notes to the financial statements are an integral part of this statement. -5-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATNE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
REPORTING ENTITY The Board ofRegents ofthe University System ofGeorgia, an organiz.ational unit ofthe State of Georgia, was created by the "Reorganization Act of 1931 ". As of June 30, 1995, the Board ofRegents of the University System ofGeorgia was composed of34 institutions (4 university leveL 2 regional university level, 13 four-year colleges and 15 two-year colleges), Skidaway Institute ofOceanography and an administrative central office, which is the oversight unit, responsible for implementation ofBoard policies and administrative support. The Board ofRegents, which is composed of sixteen members appointed by the Governor and confirmed by the Senate, has constitutional authority to govern, control, and manage the University System, as reaffirmed in the approval of the revised State Constitution in 1982. These powers include the authority for program approval or discontinuance, internal reallocation ofthe budget, facilities construction, and decisions concerning adding new institutions, upgrading or downgrading the level of an institution, or closure or merger of institutions. The Chancellor is appointed by the Board of Regents as chief executive officer and serves at the pleasure ofthe Board.
The Board ofRegents ofthe University System of Georgia does not have authority to determine the amount offunding it will receive from the State of Georgia for any given fiscal year. Such authority is vested in the General Assembly ofGeorgia. The Board ofRegents also does not have authority to retain unexpended State appropriations (surplus) for any given fiscal year. Accordingly, the Board of Regents of the University System of Georgia is included within the State of Georgia reporting entity for financial reporting purposes because of the significance of its legal, operational and financial relationships with the State of Georgia. These reporting entity relationships are defined in Section 2100 of the Governmental Accounting Standards Board Codification of Governmental Accounting and Financial Reporting Standards.
The Administrative Central Office of the Board of Regents of the University System of Georgia is the "Oversight Unit" ofthe Board ofRegents and performs administrative functions and provides guidance to the thirty-four (34) State colleges and universities which are organizational units of the Board ofRegents of the University System of Georgia.
The accompanying financial statements represent only the financial position and results of operations ofthe Administrative Central Office of the Board ofRegents of the University System of Georgia. The financial position and results ofoperations ofother organizational units of the Board ofRegents (various State colleges and universities) are not included in these financial statements.
FUND ACCOUNTING In order to ensure observance oflimitations and restrictions placed on the use of the resources available to the Board of Regents, the accounts of the Administrative Central Office are maintained in accordance with the principles of fund accounting. This is the procedure by which resources for various purposes are classified for accounting and reporting purposes into funds that are in accordance with activities or objectives specified. Separate accounts are maintained for each fund; however, in the accompanying financial statements, funds that have similar characteristics have been combined into fund groups. Accordingly, all financial transactions have been recorded and reported by fund group.
- 6-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
FUND ACCOUNTING Within each fund group, the Administrative Central Office's fund balance allocations and designations represent those portions of the fund balances that are reserved, restricted and/or designated for specific future use by legal covenants, State policies, or institutional policies.
Fund groups and funds presented in the accompanying financial statements are as follows:
CURRENT FUNDS
UNRESTRICTED - the fund used to account for those economic resources over which the Administrative Central Office retains full control to use for purposes of performing its primary functions.
RESTRICTED - the fund used to record externally restricted funds which may only be utilized in accordance with the purposes established by their source. Restricted current funds are recorded as revenues and expenditures when expended for current operating purposes.
ENDOWMENT AND SIMILAR FUNDS
The fund used to account for endowment funds and quasi-endowment funds. Endowment funds are subject to the restrictions ofgift instruments requiring that the principal be invested in perpetuity and income only be utilized. While quasi-endowment funds have been established by the Administrative Central Office for the same purposes as endowment funds, any portion of quasi-endowment funds may be expended. Restricted quasi-endowment funds may be expended only for the purposes established by the source of such funds.
PLANT FUNDS
UNEXPENDED - the fund used to account for financial resources utilized to acquire or to construct physical properties for institutional purposes.
INVESTMENT IN PLANT - the fund which shows the total amounts representing the book value of all physical properties owned by the Administrative Central Office. Net Investment in Plant is an equity account showing the total book value ofphysical properties belonging to the Administrative Central Office less the amount of any indebtedness to others.
AGENCY FUNDS
The fund used to account for resources held by the Administrative Central Office as custodian or fiscal agent for individuals and organizations.
- 7-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT} NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT "D"
NOTE I: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
BASIS OF ACCOUNTING Except as otherwise disclosed in these notes, the financial statements are prepared on the modified accrual basis ofaccounting, which is materially the same as the accrual basis of accounting applicable to colleges and universities prescribed in the American Institute of Certified Public Accountants' audit guide reporting model. The modified accrual basis ofaccounting is defined as that method of accounting in which expenditures, other than accrued interest on general long-term debt, are recorded at the time liabilities are incurred and revenues are recorded when available and measurable to finance expenditures ofthe fiscal period.
Contractual obligations for services which have not been performed and for goods which have not been delivered at the end of the fiscal year are recognized as expenditures and liabilities in the accompanying financial statements. This accounting practice causes expenditure-driven grant revenues to be accrued based, in part, on the unexecuted portion of contracts for goods and services. The recognition of encumbrances as expenditures and liabilities is in conformity with accounting practices prescribed or permitted by statutes and regulations ofthe State of Georgia, but is not consistent with generally accepted accounting principles, which provide for the recording ofencumbrances as a reservation offund balance. Further, revenue recognition for expenditure-driven grants should be based upon expenditures determined in accordance with generally accepted accounting principles.
Compensated absences represent obligations ofthe Administrative Central Office relating to employees' rights to receive compensation for future absences based upon services already rendered. This obligation relates only to vesting accumulated leave in which payment is probable and can be reasonably estimated. The compensated absences liability of $600,486.67 and the related current year expenditure of $29,535.24 have not been reported in the current funds as required by generally accepted accounting principles.
Prior period adjustments and certain other items are reported as additions to and deductions from fund balances of current funds in the accompanying financial statements. This presentation is in accordance with accounting practices prescribed or permitted by statutes and regulations of the State of Georgia, but differs from generally accepted accounting principles in that immaterial adjustments should be reported as current period revenues and expenditures. The effect of this departure is deemed to be immaterial to the fair presentation of the financial statements.
It is the policy ofthe Administrative Central Office to record assets acquired through capital leases as additions to Investment in Plant when received at the total acquisition cost including interest. The liability for such leases at fiscal year-end is recorded in Investment in Plant including interest. This presentation differs from generally accepted accounting principles in that the assets and the related liability resulting from capital leases should be recorded in Investment in Plant at the inception of the agreement at the net present value of the future minimum lease payments, not to exceed the fair value of the leased property. The effect of this departure is deemed to be immaterial to the fair presentation ofthe financial statements.
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BOARD OF REGENTS OF THE UNNERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
BASIS OF ACCOUNTING To the extent that Current Funds and Plant Funds are used to finance plant assets, the amounts so provided are accounted for as expenditures. The balances shown on the Combined Balance Sheet as Net Investment in Plant reflect the accumulated expenditures made for plant facilities through Current Funds and Plant Funds and also include expenditures made for plant facilities expended by the Georgia State Financing and Investment Commission on behalfofthe Administrative Central Office. Donated fixed assets are recorded at fair market value on the date donated. Disposals are deleted at recorded values. No depreciation has been provided on physical plant and equipment.
The Statement of Current Funds Revenues, Expenditures, and Other Changes is a statement of financial activities of current funds related to the current reporting period. It does not purport to present the results of operations or the net income or loss for the period as would a statement of income or a statement of revenues and expenses.
BUDGET Appropriation allotments to the Board of Regents of the University System of Georgia are on the basis of budgets submitted by the Board ofRegents and approved by the Legislature and the Governor. The budgets are compiled in the same manner as all State departments and expenditures are classified by budget unit object classes as provided in Act No. 1208 of Georgia Laws 1994 as approved April 18, 1994, and amended by Act No. 6 ofGeorgia Laws 1995 as approved February 22, 1995, which is an appropriated budget and is referred to in these notes as the Amended Appropriations Act of 1994-1995.
This appropriated budget is adopted at the departmental level and covers current funds and plant funds with the exception ofthe Employee Health Benefits Plan. The budget allocation and disbursement of these funds is made to the various organiz.ational units of the University System of Georgia by the Administrative Central Office.
A comparison of anticipated funds available and budgeted expenditures by budget unit object class indicates that the following object class was overspent by the amount identified below:
"A" Resident Instruction Operating Expenses: Sponsored Operations
$ 14,539.37
This overexpenditure of budget constitutes a violation of Board of Regents policy, but does not constitute a statutory violation of budget authority. Statutory violations of budget authority are reported at the departmental level.
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BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
CASH AND CASH EQUIVALENTS Cash and Cash Equivalents consist of demand deposits, certificates of deposit and temporary investments in authoriz.ed financial institutions, and cash management pools that have the general characteristics of demand deposit accounts.
INVESTMENTS Investments are recorded at cost or in the case of gifts at fair market value on the date of the gift. Funds received by the Administrative Central Office as endowments or for restricted purposes are invested according to conditions stipulated by the donor, grantor, or in accordance with the Board of Regents authorizing resolutions. Gains and losses on investment transactions are accounted for in the funds where such assets are recorded.
ACCOUNTS RECEIVABLE Accounts receivable consist of appropriation allotments due from the Office of Treasury and Fiscal Services, reimbursements due from Federal grants and contracts, and other receivables disclosed from information available.
INVENTORIES No inventories ofsupplies are reported in the current financial statements. Expendable supplies are recorded as expenditures at the time of purchase.
MEMORANDUM ONLY - TOTAL COLUMNS The total columns on the financial statements are captioned "Memorandum Only" to indicate that these totals are presented only to facilitate financial analysis. The columns do not present information that reflects financial position or changes in financial position in conformity with generally accepted accounting principles. Neither are such data comparable to a consolidation. Interfund eliminations have not been made in the aggregation of this data.
NOTE 2: CUSTODIAL CREDIT RISKS OF CASH DEPOSITS AND INVESTMENTS
STATE OF GEORGIA COLLATERALIZATION STATUTES AND POLICIES Funds belonging to the State ofGeorgia cannot be placed in a depository paying interest longer than ten days without the depository providing a surety bond to the State. In lieu of a surety bond, the depository may pledge as collateral any one or more ofthe following securities as enumerated in the Official Code of Georgia Annotated Section 50-17-59:
(1) Bonds, bills, certificates of indebtedness, notes, or other direct obligations of the United States or ofthe State of Georgia.
(2) Bonds, bills, certificates ofindebtedness, notes, or other obligations of the counties or municipalities ofthe State of Georgia.
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BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNIT} NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 2: CUSTODIAL CREDIT RISKS OF CASH DEPOSITS AND INVESTMENTS
STATE OF GEORGIA COLLATERALIZATION STATUTES AND POLICIES (3) Bonds ofany public authority created by the laws ofthe State of Georgia, providing that the statute that created the authority authorized the use ofthe bonds for this purpose.
(4) Industrial revenue bonds and bonds of development authorities created by the laws of the State of Georgia.
(5) Bonds, bills, certificates of indebtedness, notes, or other obligations of a subsidiary corporation of the United States government, which are fully guaranteed by the United States government both as to principal and interest and debt obligations issued by the Federal Land Bank, the Federal Home Loan Bank, the Federal Intermediate Credit Bank, the Central Bank for Cooperatives, the Farm Credit Banks, the Federal Home Loan Mortgage Association, and the Federal National Mortgage Association.
(6) Guarantee or insurance of accounts provided by the Federal Deposit Insurance Corporation.
As authorized in the Official Code of Georgia Annotated Section 50-17-53, the State Depository Board has adopted policies which allow agencies ofthe State of Georgi~ the option of exempting demand deposits from the collateral requirements.
The treasurer ofthe Board ofRegents is responsible for all details relative to furnishing the required depository protection for all units of the University System of Georgia.
CATEGORIZATION OF DEPOSITS For purposes of analysis of custodial credit risk, cash deposits consist of all bank balances which include demand deposits and/or interest bearing accounts. The bank balances as of June 30, 1995, are categorized below in order to provide information about the extent to which such deposits are exposed to custodial credit risk:
Category 1 - Amounts covered by depository insurance or collateralized with securities (at market value) held by the Administrative Central Office or by its agent in the Administrative Central Office's name.
Category 2 - Amounts collateralized with securities (at market value) held by the pledging financial institution's trust department or agent in the Administrative Central Office's name.
Category 3 - Amounts collateralized with securities (at market value) held by the pledging financial institution, or by its trust department or agent but not in the Administ~ative Central Office's name, and amounts uncollateralized.
- 11 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT "D"
NOTE 2: CUSTODIAL CREDIT RISKS OF CASH DEPOSITS AND INVESTMENTS
CATEGORIZATION OF DEPOSITS
Cash Deposits Investment Portfolio Accounts
Total Cash Deposits
Carrying Amount
Bank Balances
Risk Categories
2
3
$24,684,610.47 $23,289,677.21 $ 109,739.05 $
0.00 $23,179,938.16
-4341374.46
0.00
0.00 ---"0=.00=
0.00
$20343,236 01 $23,289 677 21 $ 109 739 05 $=====0"=,00""" $23 179 938.16
CATEGORIZATION OF INVESTMENTS Investments are summarized and classified as to custodial credit risk within the three categories described below:
Category I - Insured or registered, or securities held by the Administrative Central Office or its agent in the Administrative Central Office's name..
Category 2 - Uninsured and unregistered, with securities held by the counterparty's trust department or agent in the Administrative Central Office's name.
Category 3 - Uninsured and unregistered, with securities held by the counterparty, or by its trust department or agent but not in the Administrative Central Office's name.
The carrying amounts ofinvestment balances as of June 30, 1995, are categorized below:
Type ofInvestment
Risk Categories
I
2
Common Stock
$
Corporate Bonds
U. S. Government Securities
0.00 $13,599,908.82 $ 3,308,813.95 62,924,995.05
$=====0=",00= $79 833 717 82 $
Investments Not Subject to Categori7.ations:
Mutual Funds
Total Investments
Less: Investments Held for Units ofthe University System ofGeorgia, Cooperative Organiz.ations and Other
Carrying
Market
3
Amount
Value
0.00 $ 13,599,908.82 $ 21,816,946.88
3,308,813.95
3,346,345.75
62,924,995.05 63,786,880.80
000 $ 79,833,717.82 $ 88,950,173.43
22,239,037.35 22,239,037.35 $102,072,755.17 $11 I 189,210 78
38,294,582.91 $ 63 778 172 26
- 12 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 3: INVESTMENT IN PLANT
The following is a summary oflnvestment in Plant fixed assets as of June 30, 1995:
Land Buildings Equipment Library Books and Collections Construction in Progress
$ 1,390,700.00 83,794.12
11,317,034.45 31,384.30
43,003,319.34
Total Investment in Plant
$55,826,232.21
NOTE 4: OPERATING LEASES
The Administrative Central Office has entered into certain computer software license agreements which are classified as operating leases (leases on assets not recorded on the balance sheet). These leases generally contain provisions that, at the expiration date of the original term of the lease, the Administrative Central Office has the option of renewing the lease on a year-to-year basis. Future minimum lease payments for operating leases as of June 30, 1995, are listed below. Amounts are included only for multi-year leases and for cancellable leases for which an option to renew for the subsequent fiscal year has been exercised.
Fiscal Year Ending June 30
1996 1997 1998
$ 196,168.08 196,168.08 114,353.03
Total Future Minimum Lease Payments
$ 506,689.19
Expenditures for computer software license agreements under operating leases for the year ended June 30, 1995, totaled $81,815.05.
NOTE 5: CAPITAL LEASES
The Administrative Central Office acquires certain equipment through multi-year capital leases with varying terms and options. These agreements contain fiscal funding clauses in accordance with Official Code of Georgia Annotated Section 50-5-64 which prohibits the creation of a debt to the State of Georgia for the payment ofany sums under such agreements beyond the fiscal year of execution if appropriated funds are not
available. Ifrenewal ofsuch agreements is reasonably assured, however, capital leases requiring appropriation
by the General Assembly of Georgia are considered noncancellable for financial reporting purposes.
- 13 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 5: CAPITAL LEASES
As of June 30, 1995, future minimum lease payments under capital leases are as follows:
Fiscal Year Ending June 30
1996 1997 1998
$ 175,108.20 76,405.56 17,337.03
Total Future Minimum Lease Payments
$ 268,850 79
NOTE 6: RISK MANAGEMENT
The Board of Regents of the University System of Georgia maintains a self-insured program of health and dental benefits for its employees and retirees. This plan is funded jointly through premiums paid by participants covered under the plan and employer contributions paid by the Board of Regents and its organizational units. All units ofthe University System ofGeorgia share the risk of loss for claims ofthe Employee Health Benefits Plan. Participants are covered up to a maximum lifetime benefit of $1,000,000.00 per person and dental coverage up to an annual maximum of$1,000.00 per person.
The Board ofRegents has contracted with Blue Cross - Blue Shield to process all claims in accordance with medical coverage guidelines as established by the Board of Regents. All claims submitted by program participants are remitted directly to Blue Cross - Blue Shield from the various organizational units for verification ofcoverage, processing and payment through a bank account maintained for this purpose by Blue Cross - Blue Shield. Blue Cross - Blue Shield maintains an eligibility file based on information furnished by the various organizational units of the University System of Georgia.
A reconciliation of total estimated claims liabilities for the fiscal year ended June 30, 1995, is shown below:
Unpaid Claims and Claim Adjustments July 1, 1994 (Restated)
Incurred Claims and Claim Adjustment Expenses - Provisions for Insured Events ofthe Current Year
Payments - Claims and Claim Adjustment Expenses Attributable to Insured Events ofthe Current Year and ofPrior Years
Unpaid Claims and Claim Adjustments June 30, 1995
$ 21,330,000.00 150,098,798.38 145,948,798.38
$ 25,480 000,00
- 14 -
BOARD OF REGENTS OF THE UNNERSITY SYSTEM OF GEORGIA ADMINISTRATNE CENTRAL OFFICE {OVERSIGHT UNIT} NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 6: RISK MANAGEMENT
The Department ofAdministrative Services (DOAS) has the responsibility for the State of Georgia of making and carrying out decisions that will minimize the adverse effects of accidental losses that involve State government assets. The State believes it is more economical to manage its risks internally and set aside assets for claim settlement. Accordingly, DOAS services claims for risk of loss to which the State is exposed, including general liability, property and casualty, workers' compensation, unemployment compensation, and law enforcement officers' indemnification. Limited amounts ofcommercial insurance are purchased applicable to property, employee and automobile liability, fidelity and certain other risks. The Administrative Central Office, as an organizational unit ofthe Board ofRegents of the University System of Georgia, is part ofthe State ofGeorgia reporting entity, and as such, is covered by the State of Georgia risk management program administered by DOAS. Premiums for the risk management program are charged to the state agencies by DOAS to provide claims servicing and claims payment.
A self-insured program of professional liability for its employees was established by the Board of Regents of the University System ofGeorgia under powers authorized by the Official Code of Georgia Annotated Section 45-9-1. The program insures the employees to the extent that they are not immune from liability against personal liability for damages arising out ofthe performance oftheir duties or in any way connected therewith. The program is administered by DOAS as a Self-Insurance Fund.
NOTE 7: DEFERRED COMPENSATION PLAN
The State of Georgia offers its employees a deferred compensation plan in accordance with Internal Revenue Code Section 457. The plan, available to employees of the State of Georgia and county health departments, permits such employees to defer a portion oftheir salary until future years. Participation in the plan is optional. Participants choose the option or options in which they wish to participate. The deferred compensation is not available to employees until termination, retirement, death, or unforeseeable emergency. All amounts of compensation deferred under the plan, all property and rights purchased with those amounts, and all income attributable to those amounts, property, or rights are (until paid or made available to the employee or other beneficiary) solely the property and rights of the State of Georgia subject only to the claims of the State's general creditors. Participants' rights under the plan are equal to those of a general creditor of the State of Georgia in an amount equal to the fair market value of the deferred account for each participant. Financial information relative to the plan is presented in the financial report of the State Personnel Board - Merit System ofPersonnel Administration for the year ended June 30, 1995.
NOTES: RETIREMENTPLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA
Plan Description
The Administrative Central Office participates in the Teachers Retirement System of Georgia (TRS), a costsharing multiple-employer public employee retirement system (PERS) established by the General Assembly ofGeorgia for the purpose of providing retirement allowances and other benefits for teachers of the State of
- 15 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 8: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA
Plan Description Georgia. The Administrative Central Office's payroll for the year ended June 30, 1995, for employees covered by TRS was $4,376,067.27. The Administrative Central Office's total payroll for all employees was $5,186,895.12.
Benefits TRS provides service retirement, disability retirement, and survivor's benefits for its members. A member is eligible for service retirement after the member ( 1) has attained the age of 60 years and has at least ten years ofcreditable service, (2) has at least 30 years of creditable service, regardless of age, or (3) has attained the age of55 years and has at least 25 years of creditable service. For those members with 30 years of service or those age 60 with at least ten years of service, retirement benefits are equal to 2% of the average of the member's two consecutive highest paid years ofservice multiplied by the number ofyears of creditable service up to 40 years. Any member who has between 25 and 30 years of creditable service and is at least 55 years ofage shall receive a benefit which is reduced by the lessor of 1/12 of 7% for each month the member is below age 60, or by 7% for each year or fraction thereofby which the member has less than 30 years of service. The normal retirement pension is payable monthly for life. Options are available for distribution ofthe member's monthly pension at a reduced rate to a designated beneficiary on the member's death.
Retirement benefits also include death and disability benefits whereby the disabled member or surviving spouse is entitled to receive annually an amount equal to the member's service retirement benefit or disability retirement, whichever is greater. The benefit is based on member's creditable service (minimum of 10 years of service) and compensation up to the date of death or up to the time of disability.
Members become fully vested after ten years of service. If a member terminates with less than ten years of service, no vesting ofemployer contributions occurs, but the member's contributions are refunded with interest.
Contributions Required and Contributions Made Employees ofthe Administrative Central Office who are covered by TRS are required to pay 5% oftheir gross earnings to TRS. The Administrative Central Office makes monthly employer contributions to TRS at rates adopted by the TRS Board of Trustees as advised by their independent actuary. For fiscal year 1995, the employer contribution rate was 11.81% for covered employees. In addition, the Administrative Central Office contributed 5.60% to the TRS on behalf of employees electing to participate in the Regents Retirement Plan. The interest rate assumption (rate of return on investments) was 7.50%.
Total contributions to the plan made during fiscal year 1995 amounted to $768,813.98, of which $550,011.37 was made by the Administrative Central Office and $218,802.61 was made by employees. These contributions represented 12.57% (Administrative Central Office) and 5% (employees) of covered payroll.
- 16 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 8: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA
Funding Status and Progress Pension Benefit Obligation
The amount of the total pension benefit obligation is based on a standardized measurement established by Statement No. 5 of the Governmental Accounting Standards Board (GASB) that is required to be used for
reporting purposes. The standardized measurement is the actuarial present value ofcredited projected benefits.
This pension valuation method reflects the present value of estimated pension benefits that will be paid in future years as a result of employee services performed to date and is adjusted for the effects of projected salary increases and any step-rate benefits. A standardized measure of the pension benefit obligation was adopted by the GASB to enable readers ofthe PERS financial statements to assess that PERS funding status on a going-concern basis, assess progress made in accumulating sufficient assets to pay benefits when due, and make comparisons among similar PERS.
The total unfunded pension benefit obligation of TRS as of June 30, 1994, which was the latest information
available, was as follows:
Total pension benefit obligation
$ 15,313,743,000.00
Net assets available for benefits, at cost
14,254,785,000.00
Unfunded pension benefit obligation
$ 1.058.958.000.00
The measurement ofthe total pension benefit obligation is based on an actuarial valuation as of June 30, 1994. Net assets available for benefits were valued as of the same date. TRS does not make separate measurements of assets and pension benefit obligation for individual employers.
Retirement System Contributions Total contributions from all employers to TRS for the year ended June 30, 1995, were $565,117,811.00. The Administrative Central Office's contribution for the year ended June 30, 1995, of $550,011.37 was actuarially determined and represented .0973% of total contributions made by all participating employers.
Trend Information Historical trend information is presented in the financial report ofTRS for the year ended June 30, 1995. This information gives an indication of the progress made in accumulating sufficient assets to pay benefits when
due.
- 17 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 8: RETIREMENT PLANS
REGENTS RETIREMENT PLAN
The State of Georgia provides optional pension benefits for eligible faculty and principal administrators through a defined contribution plan. In a defined contribution plan, benefits depend solely on amounts contributed to the plan plus investment earnings.
State legislation requires that the employer contribute 4% and the employee contribute 5% of the participating employee's earnable compensation. Amounts attributable to all plan contributions are fully vested and nonforfeitable at all times. The Administrative Central Office's payroll for employees covered by the Regents Retirement Plan for the year ended June 30, 1995, was $592,822.34. The Administrative Central Office's total payroll for all employees was $5,186,895.12.
The Administrative Central Office and the covered employees made the required contributions of $23,712.90 (4%) and $29,640.90 (5%), respectively.
NOTE 9: LEAVE POLICIES
Employees earn annual leave ranging from one and one-quarter days to one and three-quarter days each month
depending upon the employees' length of continuous State service with maximum accumulation offorty-five
days. Employees are paid for unused accumulated annual leave upon retirement or termination of employment.
See Note 1- Basis of Accounting (Compensated Absences)
Employees earn one day of sick leave each month with no maximum accumulation established. Unused accumulated sick leave does not vest with the employee and is forfeited upon retirement or termination of employment.
NOTE 10: CONTINGENCIES
Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies. This could result in refunds to the grantor agency for any expenditures which are disallowed under grant terms. The amount of expenditures which may be disallowed by the grantor cannot be determined at this time although the Board ofRegents expects such amounts, if any, to be immaterial to its overall financial position.
Litigation, claims and assessments filed against the Board of Regents ofthe University System of Georgia or any of its organizational units, if any, are generally considered to be actions against the State of Georgia. Pursuant to the Official Code of Georgia Annotated, the Department of Administrative Services maintains a program of purchased insurance and self-insurance which provides coverage for such litigation, claims and assessments. Accordingly, significant litigation, claims and assessments pending against the State of Georgia are disclosed in the State ofGeorgia Comprehensive Annual Financial Report for the fiscal year ended June 30,
1995.
- 18 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 11: POSTEMPLOYMENT BENEFITS OTHER THAN PENSION BENEFITS
Pursuant to the general powers conferred by the Official Code of Georgia Annotated Section 20-3-31, the Board ofRegents ofthe University System of Georgia has established group health and life insurance programs for employees of the University System of Georgia. It is the policy of the Board of Regents to permit employees ofthe University System ofGeorgia eligible for retirement or that become permanently and totally disabled to continue as members ofthe group health and life insurance programs. Employees who are eligible for retirement or disability under the criteria established by the Teachers Retirement System of Georgia and who have at least ten years of service with the University System of Georgia are eligible for these postemployment health and life insurance benefits. Organizational units of the Board of Regents of the University System of Georgia pay the employer portion for group insurance for affected individuals.
As of June 30, 1995, there were 41 employees who had retired or were disabled that were receiving these postemployment health and life insurance benefits. For the year ended June 30, 1995, the Administrative Central Office recognized as incurred $83,240.15 of expenditures, which was net of$36,650.33 of participant contributions.
NOTE 12: EMPLOYEE HEALTH BENEFITS PLAN
In prior years, the Board ofRegents reported the Employees' Health Benefit Self-Insurance Program in Agency Funds. For the year ended June 30, 1995, this program is reported in Unrestricted Current Funds as Employee Health Benefits Plan in accordance with generally accepted accounting principles. An adjustment of $33,350,821.13 was made to restate the fund balance ofUnrestricted Current Funds at July 1, 1994.
NOTE 13: STATE :MEDICAL EDUCATION BOARD
The State Medical Education Board, which is administratively attached to the Administrative Central Office ofthe Board ofRegents ofthe University System of Georgia, provides service cancelable loans/scholarships to eligible students who are residents of the State of Georgia and pursuing a degree in medicine. After becoming licensed physicians, recipients earn service credits by practicing their profession in a State Medical Education Board approved community. Recipients in violation of the loan/scholarship agreement, are immediately liable for all funds advanced plus interest at the minimum rate of 12 percent per annum. At June 30, 1995, the balance ofloans/scholarships outstanding was $5,579,924.69. This balance is not reflected in these financial statements.
The State Medical Education Board also administers the "Physicians for Rural Areas Assistance Program". Under this program ,the Board provides service cancelable loans to physicians licensed to practice in the State of Georgia. Service credits are earned by physicians practicing in underserved rural areas of Georgia. Recipients in violation ofthe loan agreement are immediately liable for twice the uncredited loan amount. At June 30, 1995, the balance of loans outstanding was $728,400.00. This balance is not reflected in these financial statements.
- 19 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATNE CENTRAL OFFICE (OVERSIGHT UNIT) NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 14: SIGNIFICANT TRANSACTIONS
ATLANTA COMMITTEE FOR THE OLYMPIC GAMES (ACOG) CONSTRUCTION FUND The Board ofRegents ofthe University System ofGeorgia has entered into an agreement with ACOG to share in the cost ofconstruction of six dormitories on the campus of Georgia Institute of Technology. Title to the dormitories will vest in the Board ofRegents with ACOG retaining right ofuse for athletic housing during the Olympic Games ofl996. Cost ofthe six dormitory projects, estimated at $167,700,000.00, will be shared on a basis of$47,000,000.00 from ACOG and $120,700,000.00 from State funding. State funding will be from the sale of general obligation bonds through the Georgia State Financing and Investment Commission (GSFIC). Construction contracting and construction management will also be coordinated by GSFIC. Contract provisions require ACOG to transfer their portion of the construction cost representing $47,000,000.00 to the Board of Regents. GSFIC will request transfer of these funds from the Board of Regents as needed for payment of construction costs. At June 30, 1995, the Board of Regents had $31,439,889.62 of ACOG funds on deposit in Agency Funds to be used for funding of ACOG's share of construction costs associated with this project.
GEORGIA CENTER FOR ADVANCED TELECOMMUNICATIONS TECHNOLOGY (GCATT) The Board of Regents of the University System of Georgia is administratively responsible for the GCATT construction project. The Unexpended Plant Fund expenditures to date totaling $15,344,686.90 are capitalized as Construction in Progress in the Investment in Plant Fund ofthe Administrative Central Office. The Administrative Central Office will continue to record all expenditures related to this project as Construction in Progress. Upon completion, the Administrative Central Office will transfer the appropriate balance of the Construction in Progress account to Georgia Institute of Technology to be recorded in the proper Investment in Plant account.
ALBANY STATE COLLEGE The Board of Regents of the University System of Georgia - Administrative Central Office is recording the cost ofrepairs and reconstruction due to extensive flood damage to the Albany State College's campus in July 1994. These expenditures are included in the Unexpended Plant Fund and are being capitalized as Construction in Progress in the Investment in Plant Fund of the Administrative Central Office. The Administrative Central Office will continue to record all expenditures related to this project as Construction in Progress. Upon project completion, the Administrative Central Office will transfer the appropriate balance ofthe Construction in Progress account to Albany State College to be recorded in the proper Investment in Plant account. The expenditures to date totaling $27,658,632.44 were funded through insurance recoveries as shown on Exhibit "B" ofthis report.
NOTE 15: BONDING INFORMATION
The Chancellor and all employees ofBoard ofRegents ofthe University System of Georgia are bonded under a Public Employees Blanket Bond written by the Employers Insurance of Wausau, their Bond No. 1450-00110723, on which the premium has been paid to October 1, 1995. Under this agreement, the public employee dishonesty coverage insures the Board of Regents of the University System of Georgia to a maximum of $1,000,000.00 against loss sustained through fraudulent or dishonest acts by its employees. The faithful
- 20 -
BOARD OF REGENTS OF THE UNNERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNIT} NOTES TO THE FINANCIAL STATEMENTS JUNE 30, 1995
EXHIBIT"D"
NOTE 15: BONDING INFORMATION
performance of duty coverage insures the Board of Regents to a maximum of $1,000,000.00 against loss sustained from failure ofits employees to perform faithfully their duties or to account properly for all monies and property received by virtue oftheir position or employment.
All employees ofBoard ofRegents of the University System of Georgia are also bonded under Commercial Crime Policies written by the United States Fire Insurance Company, their Policy Nos. 626 011675 2 and 626 012294 4, on which the premiums have been paid to October 1, 1995. Under these additional public employee dishonesty coverages, the policies insure the Board of Regents to a maximum of $9,000,000.00 against loss sustained through fraudulent or dishonest acts by its employees.
- 21 -
SUPPLEMENTARY INFORMATION - 23 -
MSm
Cash and Cash Equivalents Investments Aceounts R~ble Prepaid Items Due from Other Fund Groups
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (QVERSIGHT UNrn
COMBINING BALANCE SHEET
CURRENT FUNDS - UNRESTRICTED
JUNE 30, 1995
EXHIBIT"E"
"A" RESIDENT INSTRUCTION
"B" REGENTS CENTRAL
OFFICE AND OTHER ORGANIZED
ACTMTIES
"D" LOTTERY FOR EDUCATION
EMPLOYEE HEALTH BENEFITS PLAN
TOTAL
$ $ 38,847,066.31
11,292.43 $
4,222,000.00 740.00
3,487,230.00 $
20,986,146.30 $ 18,583,261.22
466,146.40
24,484,668.73 18,583,261.22 43,069,066.31
740.00 466,146.40
Total Assets
$ 38,847,066.31 $
4,234,032.43 $ 3,487,230.00 $ 40,035,553.92 $ 86,603,882.66
LIABILITIES ANO FUND BALANCES
Liabilities Accounts Payable Allotments Due to Other Units Benefits Payable Due to Other Fund Groups
$
205,655.64 $
38,170,000.00
466,146.40
Total Liabilities
$ 38,841,802.04 $
Fund Balances Unrestricted
5,264.27
275,965.07 $ 3,922,000.00
3,485,234.17 $
$ 25,480,000.00
3,966,854.88 42,092,000.00 25,480,000.00
466,146.40
s s s 4,197,965.07
3,485,234.17
25,480,ooo.oo
n.oos.001.2a
36,067.36
1,995.83
14,555,553.92
14,598,881.38
Total Liabilities and Fund Balances $ 38,847,066.31 $
4,234,032.43 $ 3,487,230.00 $ 40,035,553.92 $ 86,603,882.66
See notes to the financial s1atements.
-24-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNrn
COMBINING STATEMENT OF CHANGES IN FUND BALANCES
CURRENT FUNDS - UNRESTRICTED
YEAR ENDED JUNE 30, 1995
EXHIBIT"P
"A"
RESIDENT INSTRUCTION
"B" REGENTS CENTRAL
OFFICE AND OTHER ORGANIZED
ACTMTIES
o
LOTTERY FOR EDUCATION
EMPLOYEE HEALTH BENEFITS PLAN
TOTAL
REVENUES AND OTHER ADDf110NS
Unrestricllld Current Fund Revenues Adjustments
Prior Vars' Expenditures/Accounts Payable
Remittance from Georgia Institute d Technology- Dental Insurance Plan
Remillance d Uncommitted Regents Scholarships from Units d the University System d Georgia
Remillance d Surplus from Units d the University System d Georgia Year Ended June 30, 1994
$ 8,619,796.48 $ 1,483.58
864,017.67
Total Revenues and Other Additions $ 9,485,297.73 $
20,113,486.53 $ 42,n1.ooo.oo s 131,526,409.08 $ 203,030,692.09
10,527.82
173,598.27 227,232.80
185,609.67 227,232.60
11,814.68
11,814.68
244,309.74
5,792.78
1,114,120.19
s 20,380,138.n 42,776,792.78 $ 131,927,239.95 $ 204,569,469.23
~ENDITURES ANO QTHER DEDUCTIONS
Educational and General Expenditures Unrestricted Fund Balance (Surplus)
Returned to Office d Treasury and
Fiscal Services Yar Ended June 30, 1994
$ 10,178,042.41 $
20,087,946.99 $ 42,769,004.17 $ 150,722,507.16 $ 223,757,500.73
869,082.95
265,081.55
5,792.78
1,139,957.28
Total Expenditures and Other Deductions
$ 11,047,125.36 $
s 20,353,028.54 $ 42,n4,796.95 1SO,n2,507.16 $ 224,897,458.01
TRANSFERS aEIWEEN FUNQS
Nonmandatory Restricted Quasi-Endowment Funds Allocated
$ 1,562,026.62
$ 1,562,026.62
Net lncraase/(Decrease) for the Year $
198.99 $
27,110.23 $
1,995.83 $ -18,795,267.21 $ -18,765,962.16
FUND BALANCES JULY 1 1994
$
5,065.28 $
8,957.13 $
0.00 $
0.00 $
14,022.41
Employees' Health Benefit Self-Insurance Program (Note 12)
33,350,821.13 33,350,821.13
EUNP BALANCES JULY 1, 1994 {RESTATED} $
5,065.28 $
8,957.13 $
0.00 $ 33,350,821.13 $ 33,364,843.54
FUND BALANCES JUNE 30, 1995
$
5,264.27 $
36,067.36 $
1,995.83 $ 14,555,553.92 $ 14,598,881.38
See notes to the financial statements.
-25-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA
ADMINISTRATIVE CENTRAL OfflCE (QVERSIGHT UNrn COMBINING STATEMENT Of CURRENT FUNDS REVENUES. EXPENDITURES,
AND OTHER CHANGES UNRESTRICTED
VEAR ENDED JUNE 30, 1995
EXHIBIT"G"
REVENUES
State Appropriations Olher Sources
Tolal Revenues
EXPENPfIURES
Educational and General Public Service Institutional Support Operation and Maintenance of Plant Scholarships and Fellowships
Total Expenditures
OTHER TRANSFERS AND ADDIT!QHSI
<PEQUCTIONS>
Transfers for Restricted Quasi-Endowment Funds Allocated
Prior Period Adjustments (Net) Remittance of Uncommitted Regents
Scholarships from Units of the University System of Georgia Remittance of Surplus from Units of the University System of Georgia
Year Ended June 30, 1994 Unrestric:ted Fund Balance (Surplus)
Returned to Office CIA Treasury and FISCBI Services
Year Ended June 30, 1994
Total Other Transfers and Addilionsl(Deductions)
"A" RESIDENT INSTRUCTION
e
REGENTS CENTRAL OFFICE AND
OTHER ORGANIZED ACTMTIES
o-
LOTTERY FOR
EDUCATION
EMPLOYEE HEALTH BENEFITS PLAN
TOTAL
s $ 8,037,no.oo
582,026.48
$ 8,619,796.48 $
19,457,384.00 $ 42,n1 ,000.00
$ 70,266,154.00
6561102.53
$ 131,526,409.08 132,764,538.09
20,113,486.53 $ 42,n1,ooo.oo s 131,526,409.08 $ 2031030,692.09
$ $ 10,178,042.41
$ 10,178,042.41 $
12,101,860.00 5,946,38521 $
250,701.78 1,789,000.00
$ 12,101,860.00 42,769,004.17 $ 150,722,507.16 209,615,936.95
250,701.78 1,789,000.00
20,087,946.99 $ 42,769,004.17 $ 150,722,507.16 $ 223,757,500.73
$ 1,562,026.62 1,483.58 $
864,017.67
10,527.82 11,814.68 244,309.74 $
$ 1,562,026.62
$
400,830.87
412,84227
11,814.68
5,792.78
1,114,120.19
-869,082.95 $ 1,558,444.92 $
-265,081.55 1,570.69 $
-5,792.78
-1,139,957.28
0.00 $
400,830.87 $ 1,960,846.48
Net lncrease/(Dec:rease) in
Fund Balances
$
198.99 $
27,110.23 $
1,995.83 $ -18,795,267.21 $ -18,765,962.16
See notes to the financial statements.
-26-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA
ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNITI COMBINING STATEMENT OF CURRENT FUNDS REVENUES. EXPENDITURES.
AND OTHER CHANGES
RESTRICTED YEAR ENDED JUNE 30. 1995
EXHIBITH
REVENUES
Federal Grants and Contracts State Grants and Contracts Endovmlent Income
Total Revenues
EXPENDITURES
Educational and General Institutional Support Scholarships and Fellowships
Total Expenditures
OTHER TRANSFERS AND ADDITIONSHDEDUCTIONS)
Excess of Restricted Receipts over Transfers to Revenues
"A" RESIDENT INSTRUCTION
REGENTS CENTRAL OFFICE AND
OTHER ORGANIZED ACTIVITIES
TOTAL
$
62.906.08 $
$
62,906.08 $
182.401.63 $ 20.000.00 133,000.00
245,307.71 20,000.00 133,000.00
335,401.63 $ _ __,a.398;;..;.:.,30;..;..;..7._7_""-1
$
62,906.08 $
$
62,906.08 $
46,451.63 $ 288,950.00
109,357.71 288,950.00
335,401.63 $ _ _ _398___._,30_7._71_
$
1,002,892.81 $ _ __,1,_0_0_2_,892_._81_
Net lncrease/(Decrease) in Fund Balances
$
0.00 $
1,002,892.81 $ ===1,=002====,892==81=
See notes to the financial statements.
-27 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT)
SCHEDULE OF REVENUES AND EXPENDITURES COMPARED TO BUDGET "A" RESIDENT INSTRUCTION YEAR ENDED JUNE 30, 1995
REVENUES
State Appropriation other Revenues Retained
EXPENDITURES
Personal Services: Education, General and Departmental Services Sponsored Operations
Operating Expenses: Education, General and Departmental Services Sponsored Operations
Special Funding Initiative Research Consortium
CURRENT FUNDS UNRESTRICTED RESTRICTED
TOTAL
$ 8,037,770.00
$
582,026.48 $ _ _62...,.9__06_.0_8
8,037,770.00 644,932.56
---------- $ 8,619,796.48 $
62,906.08 $
8,682,702.56
$ 2,673,444.60 $
$ 11,966.71
2,673,444.60 11,966.71
3,606,578.19
85,993.00 3,812,026.62
50,939.37
3,606,578.19 50,939.37 85,993.00
3,812,026.62
$ 10,178,042.41 $
62,906.08 $ 10,240,948.49
Excess of Revenues over Expenditures
$ -1,558,245.93 $
0.00 $
-1,558,245.93
(1) To reclassify balance of current year transfers of restricted appropriations to Georgia Eminent Scholars Endowment Trust Fund.
See notes to the financial statements.
- 28-
SCHEDULE "1"
ADJUSTMENTS (1)
TOTAL (Budget Basis)
BUDGET
VARIANCEFAVORABLE (UNFAVORABLE)
$
0.00 $ 8,037,770.00 $ 11,874,646.00 $ -3,836,876.00
644,932.56
3,804,083.00
-3, 159,150.44
$
0.00 $ 8,682,702.56 $ 15,678,729.00 $ -6,996,026.44
$ 2,673,444.60 $ 2,704,428.00 $
11,966.71
59,083.00
30,983.40 47,116.29
$ -1,562,026.62
3,606,578.19 50,939.37 85,993.00
2,250,000.00
10,234,616.00 36,400.00 85,993.00
2,558,209.00
6,628,037.81 -14,539.37 0.00 308,209.00
$ -1,562,026.62 $ 8,678,921.87 $ 15,678,729.00 $
6,999,807.13
$ 1,562,026.62 $
3,780.69
------ $
3,780.69
- 29 -
REVENUES
State Appropriation Other R811e11UeS Retained
BOARD OF REGENTS OF JHE UNI\/ERSITY SYSJEM OF GEORGIA ADMINISTRATI\/E CENTRAL OFFICE (QVERSIGHT UNm
SCHEDULE OF RE\/ENUES AND EXPENDITURES COMPARED TO BUDGET ''B'' REGENTS CENTRAL OFFICE AND OJHER ORGANIZED ACTIVITIES YEAR ENDED JUNE 30 1995
SCHEDULE"2''
CURRENT FUNDS
PLANT FUNDS
TOTAL
UNRESTRICTED RESTRICTED UNEXPENDED {Bud!:let Basisl
BUDGET
VARIANCEFAVORABLE {UNFAVORABLEl
$ 19,457,384.00 656,102.53 $
$ 19,457,384.00 $ 19,457,384.00 $
0.00
335,401.63 $ 27,658,632.44 28,650, 136.60 59,323,905.00
-30,673,768.40
$ 20,113,486.53 $ 335,401.63 $ 27,658,632.44 $ 48,107,520.60 $ 78,7811289.00 $ -30,673,768.40
EXPENDITURES
Personal Services:
Education, General and Departmental
Services
$
Operating Expenses:
Education, General and Departmental
Services
Sponsored Operations
C8pital Outlay
SREB Payments
Medical Scholarships
Regents Opportunity Grants
Regents Scholarships
Rental Payments to Georgia Military College Direct Payments to the Georgia Public
Telecommunications Commission for
Operations
3,767,501.52
2,443,019.34 $
1,583,250.00 1,275,566.13
600,000.00 200,000.00 821,295.00
9,397,315.00
$ 3,767,501.52 $ 3,775,055.00 $
7,553.48
133,000.00 $ 27,658,632.44
202,401.63
2,443,019.34 133,000.00
27,658,632.44 1,583,250.00 1,477,967.76 600,000.00 200,000.00 821,295.00
2,462,953.00 141,000.00
58,100,000.00 1,600,750.00 1,682,921.00 600,000.00 200,000.00 821,295.00
19,933.66 8,000.00 30,441,367.56 17,500.00 204,953.24
0.00 0.00 0.00
9,397,315.00 9,397,315.00
0.00
$ 20,087,946.99 $ 335,401.63 $ 27,658,632.44 $ 48,081,981.06 $ 78,781:289.00 $ 30,699,307.94
E>ecess ct Revenues 0\/ef Expenditures
$
25539.54 $
0.00 $
0.00 $ 251539.54
s ____2_,5.,,5.3..9_._54_
See notes to the financial statements.
-30-
REVENUES
State Appropriation 0lher Rwenues Retained
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (QVERSIGHT UNID
SCHEDULE OF REVENUES AND EXPENDITURES COMPARED TO BUDGET
"0: LOTTERY FOR EDUCATION
YEAR ENDED JUNE 30, 1995
SCHEDULE "3"
CURRENT FUNDS UNRESTRICTED
PLANT FUNDS UNEXPENDED
TOTAL (Budget Basis)
BUDGET
VARIANCEFAVORABLE (UNFAVORABLE)
$ 42,n1,(X>O.OO $ 37,105,893.00 $ 79,876,893.00 $ 79,971,000.00 $
2,125,000.00
2,125,000.00
0.00
-94,107.00 2,125,000.00
$ 42,TT1,000.00 $ 39,230,893.00 $ 82,001,893.00 $ 79,971,000.00 $
2,030,893.00
EXPENDITURES
Equipment. Technology and Construction Trust Fund
Capital Outlay - GPTC Equipment GPTC Georgia Research Alliance Capital Outlay - Albany State College
Zoo Allanta Resources Center Spec:ialFundinglnitiatives
$
0.00 $
0.00 $ 200,000.00 $
200,000.00
$ 28,921,000.00
28,921,000.00 28,921,000.00
0.00
3,300,000.00
3,300,000.00
3,300,000.00
0.00
15,344,686.90 15,344,686.90 24,000,000.00
8,655,313.10
0.00
0.00 13,000,000.00
13,000,000.00
2,500,000.00
2,500,000.00
2,500,000.00
0.00
8,048,004.17
8,048,004.17
8,050,000.00
1,995.83
$ 42,769,004.17 $ 15,344,686.90 $ 58,113,691.07 $ 79,971,000.00 $ 21,857,308.93
Excess of Revenues over Expenditures
s _ _ _1_,_995_.83,.. s 23,886,2os.10 s 23,888,201.93
$ 23,888,201.93
See notes to the financial statements.
-31
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) SCHEDULE OF APPROVED BUDGET "A" RESIDENT INSTRUCTION YEAR ENDED JUNE 30, 1995
REVENUES
State Appropriation other Revenues Retained
EXPENDITURES
Personal Services: Education, General and Departmental Services Sponsored Operations
Operating Expenses: Education, General and Departmental Services Sponsored Operations
Capital Outlay Special Funding Initiative Office of Minority Business Enterprise Special Desegregation Programs Forestry Research Research Consortium
ORIGINAL
AMENDED
APPROPRIATION APPROPRIATION
GOVERNOR'S EMERGENCY
FUND
$ 991,109,445.00 $ 633,400,458.00
3,782,597.00 $ -2,950,507.00
107,039.00
$ 1,624,509,903.00 $
------ 832,090.00 $
107,039.00
$ 1,062,872,775.00 $ 140,000,000.00
255,384,706.00 150,000,000.00
250,000.00 10,688,094.00
308,856.00 338,725.00 319,747.00 4,347,000.00
-39,710.00
500,000.00 $ 332,090.00
10,670.00 10,405.00 18,635.00
34,339.00 5,000.00
67,700.00
$ 1,624,509,903.00 $
832,090.oo $ -=--1_0_1.,.,0_39_._oo==
See notes to the financial statements.
- 32-
SCHEDULE "4"
BUDGET ADJUSTMENTS
TOTAL APPROVED
BUDGET
LESS: BUDGET TRANSFERS TO OTHER UNITS
TOTAL
$ 994,999,081.00 $ 983,124,435.00 $
$ 349,481,437.00
979,931,388.00
976,127,305.00
11,874,646.00 3,804,083.00
$ 349,481,437.00 $ 1,974,930,469.00 $ 1,959,251,740.00 $ 15,678,729.00
$ 17,216,642.00 $ 1,080,049,707.00 $ 1,077,345,279.00 $
39,192,048.00
179,192,048.00
179,132,965.00
2,704,428.00 59,083.00
50,482,062.00 112,007,743.00 130,582,942.00
306,401,107.00 262,012,743.00 131,232,732.00
10,688,094.00 319,526.00 349,130.00 338,382.00
4,347,000.00
296,166,491.00 261,976,343.00 131,232,732.00
10,602,101.00 319,526.00 349,130.00 338,382.00
1,788,791.00
10,234,616.00 36,400.00 0.00 85,993.00 0.00 0.00 0.00
2,558,209.00
$ 349,481,437.00 $ 1,974,930,469.00 $ 1,959,251,740.00 $ 15,678,729.00
- 33 -
~RI;! QE R~l;;NT QE lliE !,!NOO;BSITY Y!EM QE ~EQB~lf.
M;!MINlTRATI~ QENTRAL QEFIQE (Q~Rl~!:II !.,!NID
Q!:!El:!!.!LE QE !PPR~!;! m.!~I;!
"Ir R~ENT Ql;;filRAL QEEIQE !t:ll:1 QTHER QB~f!:IIZEQ !QI!Y!TIE YEAR Ef!:IQEQ J!.!NE 30 1995
SCHEDULE"5"
Rl;VE!!:IW
State Appropriation other Rl!llellues Retained
ORIGIN'-L
AMENDED
BUDGET
APPROPRIATION APPROPRIATION ADJUSTMENTS
TOTAL APPROVED
BUDGET
LESS: BUDGET TRANSFERS TO OTHER UNITS
TOTAL
$ 155,269,081.00 $ 362,213,202.00
1,111,452.00
$ 156,380,533.00 $ 136,923,149.00 $ 19,457,384.00
$ 107,381.198.00 469,594,400.00 410,270,495.00 59,323,905.00
$ 517,482,283.00 $
1,111,452.00 $ 107,381,198.00 $ 625,974,933.00 $ 547,193,644.00 $ 78,781,289.00
l;XPl;NDIT!.,!RE
Personal SelVices:
Education, General and Departmental
Services
$
Sponsoied Operations
Operating Expenses:
Education, General and Departmental
SelVices
Sponsoied Operations
capital outlay
Agricultural Research
Advanced Technology Dellelopment Center
capitation Contracts for Family Practice
Residency
Residency capitation Grants
student Preceptorships
Mercer Medical School Grant
Moiehouae School c:A Medicine Grant
Center for Rehabilitation Technology
SREB Payments
Medical Scholarships
Regents Opportunity Grants
Regents Scholarships
Rental Payments to Georgia Military College
CRT Inc. Contract at Georgia Tech Research
Institute
Direct Payments to the Georgia Public
Telecommunications Commission for
Operations
245, 195,570.00 $ 68,262,264.00
124,691,717.00 38,852,768.00
332,090.00 1,991,867.00 1,890,857.00
2,937,583.00 2,484,870.00
146,400.00 6,244,350.00 5,141,300.00 2,189,510.00 5,960,000.00 1,248,086.00
600,000.00 200,000.00 821,295.00
212,983.00
8,078,773.00
20,000.00 $
9,403,039.00 $ 254,618,609.00 $ 250,843,554.00 $ 3,775,055.00
9,573,959.00
77,836,223.00
77,836,223.00
0.00
-38,000.00 -332,090.00
50,000.00
100,000.00 -12,000.00
5,000.00
9,359,585.00 7,402,517.00 61,621,158.00
10,000.00 9,206,442.00
374,663.00 429,835.00
134,013,302.00 46,255,285.00 61,621,158.00
2,051,867.00 11,097,299.00
2,937,583.00 2,484,870.00
146,400.00 6,244,350.00 5,241,300.00 2,564, 173.00 5,948,000.00 1,682,921.00
600,000.00 200,000.00 821,295.00
212,983.00
131,550,349.00 46,114,285.00
3,521,158.00 2,051,867.00 11,097,299.00
2,937,583.00 2,484,870.00
146,400.00 6,244,350.00 5,241,300.00 2,564,173.00 4,347,250.00
212,983.00
2,462,953.00 141,000.00
58,100,000.00 0.00 0.00
0.00 0.00 0.00 0.00 0.00 0.00 1,600,750.00 1,682,921.00 600,000.00 200,000.00 821,295.00
0.00
1,318,542.00
9,397,315.00
9,397,315.00
$ 517,482,283.00 $
1,111,452.00 $ 107,381,198.00 $ 625,974,933.00 $ 547,193,644.00 $ 78,781,289.00
See notes to the financial statements.
-34-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRAJJYE CENTRAL OFFICE <OVERSIGHT UNm SCHEDULE OF APPROVED BUDGET "0: LOTTERY FOR EDUCATION
YEAR ENDED JUNE 30. 1995
SCHEDULE "6"
REVENUES
State Appropriation
ORIGINAL
AMENDED
APPROPRIATION APPROPRIATION
TOTAL APPROVED
BUDGET
LESS: BUDGET TRANSFERS TO OTHER UNITS
TOTAL
$ 33,925,000.00 $ 85,816,000.00 $ 119,741,000.00 $ 39,770,000.00 S 79,971,000.00
EXPENDITURES
Per Diem. Fees and Contracts
Equipment, Technology and Construction Trust Fund
Capital Outlay - GPTC Equipment - GPTC Georgia Research Alliance Capibll Outlay - Albany State College Equipment Zoo Allanta Resources Center Special Funding Initiatives Capital Outlay - Georgia State University
s
50,000.00
s
50,000.00 $
s 15,000,000.00
2,000,000.00 14,875,000.00
2,000,000.00
4,321,347.00 26,921,000.00
3,300,000.00 21,678,653.00 13,000,000.00
1,000,000.00 2,500,000.00 15,095,000.00 -2,000,000.00
19,321,347.00 28,921,000.00
3,300,000.00 36,553,653.00 13,000,000.00
1,000,000.00 2,500,000.00 15,095,000.00
0.00
s 50,000.00
0.00
19,121,347.00
12,553,653.00 1,000,000.00 7,045,000.00
200,000.00 28,921,000.00
3,300,000.00 24,000,000.00 13,000,000.00
0.00 2,500,000.00 8,050,000.00
0.00
$ 33,925,000.00 $ 85,816,000.00 $ 119,741,000.00 $ 39,770,000.00 $ 79,971,000.00
See notes to the financial statements.
-35-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE CQYERSIGHT UNITI SCHEDULE OF BUDGET TRANSFERS TO OTHER UNITS "A" RESIDENT INSTRUCTION YEAR ENDED JUNE 30 1995
UNITS OF THE UNIVERSITY SYSTEM OF GEORGIA
PERSONAL SERVICES
EDUCATION,
GENERAL AND
DEPARTMENTAL
SPONSORED
SERVICES
OPERATIONS
APPROVED BUDGET
OPERATING EXPENSES
EDUCATION,
GENERAL AND
DEPARTMENTAL
SPONSORED
SERVICES
OPERATIONS
UNIVERSITIES
Georgia Institute of Technology Special Funding Initiative Research Consortium
Georgia State University Special Funding Initiative
Medical College of Georgia Special Funding Initiative Special Desegregation Programs
University of Georgia Special Funding Initiative Office of Minority Business Enterprise Forestry Research Research Consortium
$ 133,910,245.00 $ 45,8n,998.00 $ 41,136,949.00 $
128,361,646.00 73,975,078.00
13,759,070.00 41,421,811.00
37,427,487.00 21,615,133.00
255,513,282.00
52,000,000.00
73,995,106.00
38,5n,479.00 19,740,930.00 21,151,262.00 58,000,000.00
REGIOt:!AL UNIVERSITIES
Georgia Southern University Special Funding Initiative Research Consortium
Valdosta State University Special Funding Initiative Research Consortium
61,154,757.00 35,802,421.00
2,373,854.00 563,893.00
17,246,381.00 7,364,118.00
13,090,760.00 8,833,352.00
FOUR-YEAR COLLEGES
Albany State College Special Funding Initiative
Armstrong State College Special Funding Initiative
Augusta College Special Funding Initiative
Clayton State College Special Funding Initiative
Columbus College Special Funding Initiative R-rch Consortium
Fort Valley State College Special Funding Initiative Research Consortium
Georgia College Special Funding Initiative
Georgia SouttMfitern College Special Funding Initiative
Kennesaw State College Special Funding Initiative
North Georgia College Special Funding Initiative
Savannah State College Special Funding Initiative
Southern College of Technology Research Consortium
West Georgia College Special Funding Initiative
15,580,995.00 18,467,511.00 19,744,626.00 16,156,431.00 21,481,091.00
14,854,215.00
21,548,560.00 11,042,190.00 39,017,980.00 13,549,699.00 16,097,852.00 18, 116,973.00 30,760,287.00
2,208, 126.00 735,466.00 595,051.00
1, 192,919.00 1,124,758.00
5,998,041.00
560,616.00 1,032,849.00 1,071,454.00
353,761.00 1,433, 152.00
684,560.00 516,331.00
2,932,886.00 4,859,674.00 4,475,499.00 4,233, 138.00 4,781,251.00
3,799,311.00
5,474,884.00 3,789,383.00 10,882,752.00 2,587,580.00 3,254,515.00 4,148,789.00 6,937,971.00
12,509,058.00 3,588,988.00 3,126,746.00 3,230,520.00 6,589,348.00
11,n4,665.oo
4,044,825.00 3,n5,742.oo 5,673,532.00 2,648,n8.oo 6,094,415.00 1,515,440.00 6,371,748.00
36-
SCHEDULE "7"
CAPITAL OUTLAY
OTHER
TOTAL
STATE FUNDS
FUNDING PROVIDED OTHER
REVENUES RETAINED
TOTAL
$
24,932,257.00
$
13,087,755.00
5,463,623.00
55,797,660.00
$ 1,358,n9.oo
885,682.00
859,493.00
750,000.00 349,130.00
1,187,509.00 319,526.00 338,382.00 580,725.00
284,429,928.00 $ 1,358,779.00 885,682.00
212,376,888.00 859,493.00
163,626,907.00 750,000.00 349,130.00
495,306,048.00 1,187,509.00 319,526.00 338,382.00 580,725.00
113,369,064.00 $ 1,358,n9.oo 885,682.00
115,400,160.00 859,493.00
75,609,360.00 750,000.00 349,130.00
240,314,216.00 1,187,509.00 319,526.00 338,382.00 580,725.00
171,060,864.00 $ 96,976,728.00 88,017,547.00 254,991,832.00
284,429,928.00 1,358,779.00 885,682.00
212,376,888.00 859,493.00
163,626,907.00 750,000.00 349,130.00
495,306,048.00 1,187,509.00 319,526.00 338,382.00 580,725.00
3, 191,870.00 1,504,665.00
2,034,274.00 142,214.00
1,268,716.00 102,895.00
97,057,622.00 2,034,274.00 142,214.00
54,068,449.00 1,268,716.00 102,895.00
52,755,310.00 2,034,274.00 142,214.00
28,732,287.00 1,268,716.00 102,895.00
44,302,312.00 25,336, 162.00
97,057,622.00 2,034,274.00 142,214.00
54,068,449.00 1,268,716.00 102,895.00
168,796.00 1,161,241.00 1,472,884.00
486,847.00 564,650.00
3, 133,283.00
1,430, 164.00 622,083.00
1,186,365.00 1,556,484.00 1,449,628.00 2,660,754.00 1,311,399.00
140,047.00 400,498.00 155,673.00 128,140.00 168,180.00
12,699.00 409,505.00
20,000.00 258,947.00
41,871.00 83,802.00 87,372.00 94,381.00 25,590.00 179,239.00
33,399,861.00 140,047.00
28,812,880.00 400,498.00
29,414,806.00 155,673.00
25,299,855.00 128,140.00
34,541,098.00 168,180.00 12,699.00
39,509,515.00 409,505.00 20,000.00
33,059,049.00 258,947.00
20,412,247.00 41,871.00
57,832,083.00 83,802.00
20,696,302.00 87,372.00
28,329,762.00 94,381.00
27,126,516.00 25,590.00
45,897,736.00 179,239.00
13,272,056.00 140,047.00
15,390,695.00 400,498.00
16,997,539.00 155,673.00
12,589,764.00 128,140.00
17,933,546.00 168,180.00 12,699.00
14,439,907.00 409,505.00 20,000.00
19,204,457.00 258,947.00
10,311,639.00 41,871.00
31,000,062.00 83,802.00
11,703,794.00 87,372.00
14,403,475.00 94,381.00
16,484,752.00 25,590.00
26, 184,206.00 179,239.00
20,127,805.00 13,422,185.00 12,417,267.00 12,710,091.00 16,607,552.00
25,069,608.00
13,854,592.00 10,100,608.00 26,832,021.00 8,992,508.00 13,926,287.00 10,641,764.00 19,713,530.00
33,399,861.00 140,047.00
28,812,880.00 400,498.00
29,414,806.00 155,673.00
25,299,855.00 128,140.00
34,541,098.00 168,180.00 12,699.00
39,509,515.00 409,505.00 20,000.00
33,059,049.00 258,947.00
20,412,247.00 41,871.00
57,832,083.00 83,802.00
20,696,302.00 87,372.00
28,329,762.00 94,381.00
27,126,516.00 25,590.00
45,897,736.00 179,239.00
- 37-
BOARD OF REGENTS Of THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE CQVERSIGHT UNID
SCHEDULE OF BUDGET TRANSFERS TO OTHER UNITS
"A" RESIDENT INSTRUCTION YEAR ENDED JUNE 30 1995
UNITS OF THE UNIVERSITY SYSTEM OF GEORGIA
PERSONAL SERVICES
EDUCATION,
GENERAL AND
DEPARTMENTAL
SPONSORED
SERVICES
OPERATIONS
APPROVED BUDGET
OPERATING EXPENSES
EDUCATION,
GENERAL AND
DEPARTMENTAL
SPONSORED
SERVICES
OPERATIONS
TWO-YEAR COLLEGES
Abraham Baldwin Agricultural College Special Funding Initiative
Atlanta Metropolitan College Bainbridge College Brunswick College
Special Funding Initiative Dalton College
Research Consortium Darton College
Special Funding initiative DeKalb College
Special Funding Initiative East Georgia College Floyd College
Special Funding Initiative GainNVille College Gordon College
Special Funding Initiative Macon College
Special Funding Initiative Middle Georgia College
Special Funding Initiative South Georgia College
Special Funding Initiative Waycross College
$
10,507,289.00 $
5,600,841.00 3,544,459.00 5,707,468.00
7,306,015.00
8,3TT,854.00
39,155,918.00
2,241,806.00 7,919,884.00
8,889,403.00 6,229,516.00
11,679,839.00
7,546,626.00
4,875,044.00
2,627,478.00
710,923.00 $ 525,929.00 703,956.00 839,585.00 1,144,157.00 225,905.00
22,800.00
379,158.00 155,681.00
425,127.00 324,669.00 168,7n.OO
7,588.00
2,041,365.00 $
1,698,821.00 819,668.00
1,396,313.00
1,989,412.00
2,188,314.00
11,328,823.00
681,455.00 2,012,111.00
1,982,336.00 1,361,310.00 3,261,973.00
1,543,252.00
2,056,047.00
862,484.00
2,531,829.00
2,009,440.00 1,521,837.00 1,767,840.00
2,nS,425.00
2,376,381.00
5,515,237.00
518,405.00 1,534,601.00
1,471,9n.oo 1,619,876.00 3,434,275.00
2,301,766.00
1,607,437.00
799,634.00
$ 1,0TT,345,279.00 $ 179,132,965.oo s 296,166,491.00 s -===2a_1...9.-=7==6,..,343-=.oo=
See notes to the financial statements.
-38-
SCHEDULE '7"
CAPITAL OUTLAY
OTHER
TOTAL
STATE FUNDS
FUNDING PROVIDED OTHER
REVENUES RETAINED
TOTAL
$
962,391.00
$
345,836.00
92,600.00
252,122.00
149,700.00
280,414.00
3,046,879.00
228,466.00 1,405,035.00
483,159.00 89,411.00
551,437.00
993,139.00
880,909.00
88,626.00
$ 41,782.00
155,114.00 18,986.00 45,339.00 41,901.00
41,697.00
126,754.00 271,165.00
42,672.00 229,251.00
16,753,797.00 $ 41,782.00
10,180,867.00 6,682,520.00 9,963, 128.00
155,114.00 13,317,709.00
18,986.00 13,448,868.00
45,339.00 59,069,657.00
41,901.00 3,670, 132.00 13,250,789.00
41,697.00 12,982,551.00 9,300,113.00
126,754.00 19,352,651.00
271,165.00 12,709,452.00
42,672.00 9,588,214.00
229,251.00 4,385,810.00
9,753,673.00 $ 41,782.00
5,217,426.00 3,261,391.00 5,276,693.00
155,114.00 6,332,921.00
18,986.00 7,538,345.00
45,339.00 35,452,826.00
41,901.00 2,354,069.00 8,on,768.oo
41,697.00 8,049,134.00 5,358,667.00
126,754.00 11,497,614.00
271,165.00 7,457,690.00
42,672.00 5,332,119.00
229,251.00 2,669,880.00
7,000,124.00 $
4,963,441.00 3,421,129.00 4,686,435.00
6,984,788.00
5,910,523.00
23,616,831.00
1,316,063.00 5, 173,021.00
4,933,417.00 3,941,446.00
7,855,037.00
5,251,762.00
4,256,095.00
1,715,930.00
16,753,797.00 41,782.00
10,180,867.00 6,682,520.00 9,963, 128.00
155,114.00 13,317,709.00
18,986.00 13,448,868.00
45,339.00 59,069,657.00
41,901.00 3,670, 132.00 13,250,789.00
41,697.00 12,982,551.00 9,300, 113.00
126,754.00 19,352,651.00
271,165.00 12,709,452.00
42,672.00 9,588,214.00
229,251.00 4,385,810.00
$ 131,232,732.00 $ 13,397,930.00 $ 1,959,251,740.00 $ 983,124,435.00 $ 976,127,305.00 $ 1,959,251,740.00
39.
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA
ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNm
SCHEDULE OF BUDGET TRANSFERS TO OTHER UNITS
"B" REGENTS CENTRAL OFFJCE AND OTHER ORGANIZED ACTMTIES
YEAR ENDED JUNE 3Q 1995
UNITS Of THE UNIVERSITY SYSTEM Of GEORGIA
PERSONAL SERVICES
EDUCATION,
GENERAL AND
DEPARTMENTAL SPONSORED
SERVICES
OPERATIONS
APPROVED BUDGET
OPERATING EXPENSES
EDUCATION,
GENERAL AND
DEPARTMENTAL
SPONSORED
SERVICES
OPERATIONS
UNfVERSmEs
Georgia Institute ol Technology
Education Extension Servic:es
$ 3,067,434.00 $
Advanced Technology Development Center
Georgia Tech Research Institute
24,341,691.00
Agriculh.lral Research
Center for Rehabilitation Technology
CRT Inc. Contract at Georgia Tech Research Institute
Medical College ol Georgia
Medical College ol Georgia Hospital and Clinics
149,047,009.00
Joint Board ol Family Practice
308,014.00
Capitation Contracts for Family Practice Residency
Residency Capitation Grants
Student Preceptorships
Mercer Medical School Grant
Morehouse School of Medicine Grant
SREB Payments
Georgia Radiation Therapy Center
2,200,560.00
University of Georgia
Agriculh.lral Experiment Station
32,542,743.00
Athens and Tifton Velarinary Laboratories
90,098.00
Cooperative Extension Service
32,621,835.00
Marine Institute
603,166.00
Marine Resources Extension Center
1,152,640.00
Veterinary Medicine Experiment Station
1,531,945.00
Agriculh.lral Research
Veterinary Medicine Teaching Hospital
1,750,048.00
410,500.00 $ 52,000,000.00
5,186,331.00
8,500,000.00 2,171,264.00 7,350,000.00
450,000.00 506,000.00
4,450,258.00 $ 19,216,754.00
87,087,407.00 785,575.00
999,440.00 10,781,862.00
4,269,110.00 371,927.00
an,769.oo
316,587.00 1,843,255.00
1,054,000.00 28,000,000.00
1,784,645.00
9,000,000.00 935,768.00
3,900,000.00 150,000.00 202,000.00
OTHER Skidaway Institute of Oceanography
1,586,371.00
1,262,128.00
755,405.00
1,081,an.oo
$ 250,843,554.oo $ 77,836,223.oo $ 131,550,349.oo $ .....==46=-11_4_.2_85_.,..o.o...
See notes to the financial stltemenls.
-40-
SCHEDULE "8"
CAPITAL OUTLAY
OTHER
TOTAL
STATE FUNDS
FUNDING PROVIDED OTHER
REVENUES RETAINED
TOTAL
$ 8,982,192.00 $
546,492.00 $ 8,435,700.00 $ 8,982,192.00
$ 11,097,299.00
11,097,299.00
1,890,857.00
9,206,442.00
11,097,299.00
123,558,445.00
10,626,240.00
112,932,205.00
123,558,445.00
1,248,321.00
1,248,321.00
1,238,321.00
10,000.00
1,248,321.00
2,564,173.00
2,564,173.00
981,622.00
1,582,551.00
2,564,173.00
212,983.00
212,983.00
212,983.00
212,983.00
$ 3,443,367.00
2,937,583.00 2,484,870.00
146,400.00 6,244,350.00 5,241,300.00 4,347,250.00
246,548,759.00 1,093,589.00 2,937,583.00 2,484,870.00 146,400.00 6,244,350.00 5,241,300.00 4,347,250.00 3,200,000.00
30,449,184.00 1,093,589.00 2,937,583.00 2,484,870.00 146,400.00 6,244,350.00 5,241,300.00 4,347,250.00
216,099,575.00 3,200,000.00
246,548,759.00 1,093,589.00 2,937,583.00 2,484,870.00 146,400.00 6,244,350.00 5,241,300.00 4,347,250.00 3,200,000.00
803,546.00
60,824,605.00 3,197,130.00
48, 140,945.00 1,575,093.00 2,533,409.00 1,848,532.00 803,546.00 3,593,303.00
34,166,106.00 90,098.00
27,640,704.00 916,444.00
1,275,471.00 1,848,532.00
803,546.00 493,303.00
26,658,499.00 3,107,032.00
20,500,241.00 658,649.00
1,257,938.00
3,100,000.00
60,824,605.00 3,197,130.00
48,140,945.00 1,575,093.00 2,533,409.00 1,848,532.00 803,546.00 3,593,303.00
77,791.00
4,769,567.00
1,460,887.00
3,308,680.00
4,769,567.00
$ 3,521,158.00 $ 37,328,075.00 $ 547,193,644.00 $ 136,923,149.00 $ 410,270,495.00 $ 547,193,644.00
41
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA
ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNITI
SCHEDULE Of BUDGET TRANSFERS TO OTHER UNITS p LOTTERY FOR EDUCATION
YEAR ENDED JUNE 30 1995
UNITS OF THE UNIVERSITY SYSTEM OF GEORGIA
UNIVERSITIES
Georgia Institute of Technology Georgia State University Medical College of Georgia University of Georgia
REGIONAL UNIVERSITIES
Georgia Southern University Valdosta State University
FOUR-YEAR COLLEGES
Albany State College Armstrong State College Augusta College Clayton State College Columbus College Fort Valley State College Georgia College Georgia Southwestern College Kennesaw State College North Georgia College Savannah State College Southern College of Technology West Georgia College
TWO-YEAR COLLEGES
Abraham Baldwin Agricultural College Atlanta Metropolitan College Brunswick College Dalton College Darton College DeKalb College East Georgia College Floyd College Gainesville College Gordon College Macon College Middle Georgia College South Georgia College Waycross College
OTHER
Skidaway Institute of Oceanography
PER DIEM, FEES AND CONTRACTS
EQUIPMENT, TECHNOLOGY
'AND CONSTRUCTION
TRUST FUND
APPROVED
GEORGIA RESEARCH ALLIANCE
$ $ 50,000.00
3,425,000.00 $ 1,200,000.00
500,000.00 7,596,347.00
2,739,866.00 222,515.00
9,591,272.00
650,000.00 500,000.00
100,600.00 290,000.00 170,926.00 120,000.00 114,000.00 320,760.00 300,000.00 86,500.00 500,000.00 240,000.00 300,000.00 500,000.00 290,530.00
169,466.00 63,000.00 178,000.00 17,222.00 250,000.00 189,436.00 20,000.00 200,000.00 150,000.00 104,915.00 222,700.00 237,400.00 35,000.00 39,000.00
40,545.00
See notes to the financial statements.
$ 50,000.00 $ 19,121,347.00 $ 12,553,653.00 -42-
SCHEDULE 'V'
BUDGET
EQUIPMENT
SPECIAL FUNDING INITIATIVES
TOTAL
FUNDING PROVIDED
STATE FUNDS
$ 500,000.00 $ 4,525,000.00 $ 11,189,866.00 $ 11,189,866.00
160,000.00
1,632,515.00
1,632,515.00
500,000.00
500,000.00
500,000.00
160,000.00 17,847,619.00 17,847,619.00
200,000.00
850,000.00 500,000.00
850,000.00 500,000.00
26,000.00 25,000.00 165,000.00 32,000.00 200,000.00
34,000.00
100,600.00 290,000.00 196,926.00 145,000.00 279,000.00 320,760.00 332,000.00 286,500.00 500,000.00 240,000.00 300,000.00 500,000.00 324,530.00
100,600.00 290,000.00 196,926.00 145,000.00 279,000.00 320,760.00 332,000.00 286,500.00 500,000.00 240,000.00 300,000.00 500,000.00 324,530.00
100,000.00
132,000.00 651,000.00
20,000.00 50,000.00
280,000.00 285,000.00
169,466.00 163,000.00 178,000.00
17,222.00 382,000.00 840,436.00
40,000.00 200,000.00 200,000.00 104,915.00 222,700.00 517,400.00 35,000.00 324,000.00
169,466.00 163,000.00 178,000.00
17,222.00 382,000.00 840,436.00 40,000.00 200,000.00 200,000.00 104,915.00 222,700.00 517,400.00 35,000.00 324,000.00
40,545.00
40,545.00
s 1,000,000.00 s 7,045,ooo.oo s 39,no,ooo.oo s 39,no,ooo.oo
-43-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNITI SCHEDULE OF OPERATIONS ENDOWMENT AND SIMILAR FUNDS
YEAR ENDED JUNE 30, 1995
SCHEDULE "10"
.EU.W2
ENDOWMENT Brownell Endowment Fund Porter Endowment Fund
QUASI-ENDOWMENT - RESTRICTED Georgia Eminent Scholars Endowment Trust Fund
FUND BALANCE JULY1.1994
ADDITIONS
DEDUCTIONS/ TRANSFERS
FUND BALANCE JUNE 30, 1995
$
0.00 $
2,112,043.20 $
1,500,000.00
$
1,500,000.00 $
2, 112,043.20 $
0.00 $ 0.00 $
2,112,043.20 1,500,000.00
3,612,043.20
$
1,500,000.00 $
62,026.62 $
1,562,026.62 $
0.00
$
3,000,000.00 $
2,174,069.82 $
1,562,026.62 $ ====3=,6=1=2'=043::::::::::::.20=
See notes to the financial statements.
-44-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNID SCHEDULE OF CASH RECEIPTS AND DISBURSEMENTS AGENCY FUNDS
YEAR ENDED JUNE 30. 1995
SCHEDULE "11"
.EU.HQ
PAYROLL DEDUCTIONS
F.I.C.A. Medicare Federal Income Tax State Income Tax Teachers Retirement Other Retirement Plans
TIM VALIC Group Insurance Tax Shelter Annuities
Dererrecl Compensation
Credit Union Parking Miscellaneous
EMPLOYER'S CQNTRJBUTIONS
F.I.C.A. Medicare Teachers Retirement Other Retirement Plans
TIM VALIC Group Insurance
OTHER FUNDS
Affirmative Action/Equal Opportunity Office Conference
Atlanta Committee for the Olympic Games Construction Fund Professional Services
Collections for Units of the University System of Georgia
Corporate Dissolution Fund Employees' Health Benefit Self-Insurance Program Georgia Institute of Genetics - Dissolution and
Transfer of Net Assets to University System Insurance Coverage for Units of the University
System of Georgia Retired Employees' Group Insurance
Presidents' Seminar Regents' Minority Advising Program Workshop
State Revenue Collections Medical Scholarship Loan Repayments
University System Administrative System Committee Public Relations Workshop
University System Computer Network Conference University System Promotional Fund University System Software Workshop
BALANCE JULY1,1994
RECEIPTS
DISBURSEMENTS
BALANCE JUNE 30, 1995
$
0.00 $
288,148.n $
288,148.n $
0.00
73,307.24
73,307.24
664,806.54
664,806.54
218,038.23
218,038.23
218,802.61
218,802.61
26,840.37 2,800.53
198,289.24 123,620.96
16,660.00
11.n9.oo
s.1n.so 6,859.95
26,840.37 2,800.53
198,289.24 123,620.96
16,660.00
11.n9.00
a,1n.so 6,859.95
$
0.00 $
1,916,125.89 $
1,916,125.89 $
0.00
$
0.00 $
288,148.n $
288,148.72 $
0.00
73,307.24
73,307.24
549,9n.52
549,9n.52
21,472.48 2,240.42
470,586.23
21,4n.48 2,240.42
470,586.23
$
0.00 $
1,405,732.61 $
1,405,732.61 $
0.00
$
1,320.52 $
533.80
$
1,854.32
42,730,237.92 359,035.30
1,709,651.70 $ 13,000,000.00
31,439,889.62 359,035.30
250,652.50
n.01a.01
33,350,821.13
12,3n,479.79 2,844.16
12,215,207.29 2,844.16
33,350,821.13
412,925.00
n.01a.01
2,731,946.23
2,731,946.23
8,883.26 3,294.90 1,550.91
27,767.07 750.00
36,507.11 333.34
143.22 3,294.90 1,967.57
296,341.92
296,341.92
884.67 9,808.40 8,692.60
492.00 218,768.50
13,276.11 3,430.00
1,234.43 204,054.00
21,968.71 3,394.14
142.24 24,522.90
35.86
$
76,797,260.18 $
17,383,281.28 $
59,132,706.23 $
35,047,835.23
See notes to the financial statements.
$ 76,797,260.18 $ 20,705,139.78 $ 62,454,564.73 $ 35,047,835.23 -45-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) CASH AND CASH EQUIVALENTS JUNE 30, 1995
SCHEDULE "12''
INTEREST BEARING ACCOUNTS
NationsBank of Georgia, Atlanta, Georgia
Certificates of Deposit (5.13%) N.O.W. Account (5.50%)
Trust Company Bank, Atlanta, Georgia
Cash Management Pools Board of Regents Legal Fund Board of Regents Short-Term Investment Fund Board of Regents Total Return Fund
Holding Account Cash Mutual Funds
$
72,078.07
24,612,530.53 $ 24,684,608.60
$
1,525,656.09
4,748,932.60
3,107,500.92
$
9,382,089.61
1.87 31,557.35
9,413,648.83
$ 34,098,257.43
See notes to the financial statements.
-47 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATNE CENTRAL OFFICE (OVERSIGHT UNITI INVESTMENTS JUNE 30.1995
SCHEDULE 13"
Investment Accounts
Trust Company Bank,
Atlanta.Georgia Board of Regents Balanced Income Fund Investment Portfolio Account
Accrued Income Cash Common Stock Corporate Bonds Mutual Funds
u. s. Government Securities
Held for Units of the University System of Georgia Held for Cooperative Organizations
Board of Regents Legal Fund Investment Portfolio Account Accrued Income Cash Mutual Funds U.S.GovemmentSecurities
Held for Administrative Central Office (Oversight Unit) Held for Units of the University System of Georgia
Board of Regents Short-Term Investment Fund Investment Portfolio Account Accrued Income Cash Mutual Funds U.S.GovemmentSecurities
Held for Administrative Central Office (Oversight Unit) Held for Units of the University System of Georgia Held for Cooperative Organizations
Board of Regents Total Retum Fund Investment Portfolio Account Accrued Income Cash Common Stock Corporate Bonds Mutual Funds U.S. Government Securities
Held for Administrative Central Office (Oversight Unit) Held for Units of the University System of Georgia Held for Cooperative Organizations
See notes to the financial statements.
-48-
$
54,689.02
9,092.75
1,049,265.17
300,050.50
299,293.00
1,924,585.43
$
3,636,975.87
-2,594,505.50
-1,042,470.37 $
0.00
$
59,628.69
27.53
60,500.00
4,953,492.61
$
5,073,648.83
-1,525,656.09
-3,547,992.74
0.00
$
114,935.20
825.48
1,199,000.00
12,075,262.69
$ 13,390,023.37
-4,748,932.60
-7,927,902.00
-713, 188.77
0.00
$
270,015.65
90,749.15
12,550,643.65
3,008,763.45
1,707,314.00
7,948,538.55
$ 25,576,024.45
-3, 107,500.92
-21,913,805.72
-554,717.81
0.00
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNITI INVESTMENTS JUNE 30, 1995
SCHEDULE "13"
Investment .Accounts Trust Company Bank, Atlanta, Georgia Health Insurance Reserve Fund Investment Portfolio Account Cash U. S. Government Securities
Olympic Fund Investment Portfolio Account Cash Mutual Funds U. S. Government Securities
$
58,661.09
18,524,600.13 $
18,583,261.22
$
-4,999,999.02
18,941,373.00
17,498,515.64
31,439,889.62
$
50,023, 150.84
See notes to the financial statements.
-49-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNITI ACCOUNTS RECEIVABLE JUNE 30. 1995
SCHEDULE 14
State Appropriations
Federal Grants and Contracts Research and Instruction
Other Various Sources Software Sales and Services
CURRENT FUNDS
UNRESTRICTED
RESTRICTED
PLANT FUNDS UNEXPENDED
$
42,392,000.00
$
37,000,000.00 $
TOTAL 79,392,000.00
$
114.21
114.21
677,066.31
677,066.31
$
43,069,066.31 $
114.21 $
37,000,000.00 $
80,069,180.52
See notes to the financial statements.
-50-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNID CHANGES IN INVESTMENT IN PLANT YEAR ENDED JUNE 30. 1995
SCHEDULE "15"
Land Buildings Equipment
Library Books and Collections
Construction in Progress
BALANCE JULY 1. 1994
CURRENT FUNDS UNRESTRICTED
ADDITIONS PLANT FUNDS UNEXPENDED
CAPITAL LEASES
DEDUCTIONS DISPOSALS/ DELETIONS/ ADJUSTMENTS
BALANCE JUNE 30, 1995
$ 1,390,700.00
$ 1,390,700.00
83,794.12
83,794.12
4,971,470.42 $
6,356,"60.76
$ 229,216.68 $
24'0,113.4'1
11,317,034'.4'5
31,2n.s1
106.4'9
31,384'.30
0.00
$ 4'3,003,319.34'
4'3,003,319.34'
s 6,4n,242.35 s
6,356,567.25 $ 43,003,319.34' $ 229,216.68 $
24'0, 113.41 $ 55,826,232.21
SUMMARY OF INVESTMENT
Administrative Central Office Capital Leases
$ 6,268,374.67 $ 208,867.68
6,356,567.25 $ 43,003,319.34'
$
- - - - - $ 229,216.68
70,879.84 $ 55,557,381.42
169,233.57
268,850.79
s 6,4n,242.35 s
6,356,567.25 $ 43,003,319.34' $ 229,216.68 $
24'0,113.41 $ 55,826,232.21
See notes to the financial statements.
- 51
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNID SCHEDULE OF FUND BALANCES CURRENT FUNDS AND PLANT FUNDS JUNE 30. 1995
NET INVESTMENT IN PLANT Investment in Plant Facilities
RESTRICTED Designated for Subsequent Years' Expenditures
UNRESTRICTED Designated For Capital Outlay - Albany State College For Equipment. Technology and Construction Trust Fund For Georgia Research Alliance - Georgia Center for Advanced Telecommunications Technology For Employee Health Benefits Plan Undesignated Surplus Regular Lottery for Education
"A" RESIDENT INSTRUCTION
CURRENT FUNDS
UNRESTRICTED NBN
REGENTS CENTRAL OFFICE AND
OTHER ORGANIZED ACTIVITIES
D LOTTERY FOR
EDUCATION
$
5,264.27 $
$
5,264.27 $
36,067.36 $
36,067.36 $
1,995.83 1,995.83
$
5,264.27 $
36,067.36 $ ====1'=995=.83=
See notes to the financial statements.
- 52-
SCHEDULE "16"
EMPLOYEE HEALTH BENEFITS PLAN
RESTRICTED
PLANT FUNDS
UNEXPENDED
LOTTERY FOR
REGULAR
EDUCATION
INVESTMENT IN PLANT
TOTAL
$
55,557,381.42 $
55,557,381.42
$ ----'1..:..,089__,,.;;.64.;..;1.;.;;.55-'--
$ _ _1;.:_,089;;.;;.;_,:.;;.64.;.;1~.55=-
$
14,555,553.92
$
13,000,000.00
105,893.00
10,780,313.10
$
13,000,000.00
105,893.00
10,780,313.10 14,555,553.92
$
$
14,555,553.92
$
$
14,555,553.92 $
1,089,641.55 $
0.00 0.00 $
0.00 23,886,206.10
41,331.63 1,995.83
$ 38,485,087.48
0.00 $
23,886,206.10 $
55,557,381.42 $
95,132,110.45
-53-
BOARD OF REGENTS OF THE UNIVERSITY SXSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE COYERSIGHT UNID SCHEDULE OF REVENUES CURRENT FUNDS
YEAR ENDED JUNE 30.1995
State Appropriation General Appropriation Amended Appropriation Governor's Emergency Fund (See Schedule)
Total State Appropriation
Allotment to Units of the University System of Georgia (See Schedules)
Net State Appropriation
Federal Grants and Contracts Research and Instruction Student Aid
State Grants and Contracts Student Aid
Endowmentlncome Student Aid
other Sources Administrative Cost Allowance Employee Health Benefit Plan Interest Earned Premiums Earned Software Licensing Agreement State Revenue Collections Collection Fees from Medical Scholarship Loans other
"A" RESIDENT INSTRUCTION
UNRESTRICTED
e
REGENTS CENTRAL
OFFICE AND
"D"
OTHER ORGANIZED LOTTERY FOR
ACTIVITIES
EDUCATION
$ 991,109,445.00 $ 3,782,597.00 107,039.00
$ 994,999,081.00 $
155,269,081.00 $ 1,111,452.00
20,819,107.00 61,816,000.00
156,380,533.00 $
82,635,107.00
-986,961,311.00
$ a,031,no.oo $
-136,923, 149.00 19,457,384.00 $
-39,864, 107.00 42,n1 ,000.00
$
$
582,026.48
$
582,026.48 $
46,789.00 585,713.41
23,100.46 499.66
656,102.53
$
8,619,796.48 $
20,113,486.53 $
42,n1 1000.00
See notes to the financial statements.
-54-
SCHEDULE 1r
EMPLOYEE HEALTH PLAN
TOTAL
A RESIDENT INSTRUCTION
RESTRICTED
e"
REGENTS CENTRAL OFFICE AND
OTHER ORGANIZED ACTIVITIES
$ 1,167,197,633.00 66,710,049.00 107.039.00
$ 1,234,014,721.00
-1,163,7481567.00
$
70,266, 154.00
$
62,906.08 $
46,451.63 $ 135,950.00
20,000.00
133,000.00
TOTAL
TOTAL
$ 1,167,197,633.00 66,710,049.00 107,039.00
$ 1,234,014,721.00
-1,163,748,567.00
$
70,266,154.00
109,357.71 $ 135,950.00
109,357.71 135,950.00
20,000.00
20,000.00
133,000.00
133,000.00
$
46,789.00
$
968,287.54
1,554,000.95
130,558, 121.54
130,558, 121.54
582,026.48
23,100.46 499.66
$ 131,526,409.08 $ 132,764,538.09 $
62,906.08 $
335,401.63 $
398,307.71 $
46,789.00 1,554,000.95 130,558, 121.54
582,026.48
23,100.46 499.66
133, 162,845.80
$ 131,526,409.08 $ 203,030,692.09 $
62,906.08 $
335,401.63 $
398,307.71 $ 203,428,999.80
- 55-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA
ADMINISTRATIVE CENTRAL OFFICE {OVERSIGHT UNITI SCHEDULE OF ALLOTMENTS TO UNITS OF THE UNIVERSITY SYSTEM OF GEORGIA
"A" RESIDENT INSTRUCTION
YEAR ENDED JUNE 30. 1995
UNIVERSITIES
Georgia Institute of Technology Georgia State University Medical College of Georgia
Medical College of Georgia Hospital and Clinics University of Georgia
REGIONAL UNIVERSITIES
Georgia Southern University Valdosta State University
FOUR-YEAR COLLEGES
Albany State College Armstrong State College Augusta College Clayton State College Columbus College Fort Valley State College Georgia College Georgia Southwestern College Kennesaw State College North Georgia College Savannah State College Southern College of Technology West Georgia College
TWO-YEAR COLLEGES
Abraham Baldwin Agricultural College Atlanta Metropolitan College Bainbridge College Brunswick College Dalton College Darton College DeKalb College East Georgia College Floyd College Gainesville College Gordon College Macon College Middle Georgia College South Georgia College Waycross College
QilfER
Skidaway Institute of Oceanography
(1) Includes Governor's Emergency Fund
See notes to the financial statements.
REGULAR
CAPITAL OUTLAY
SPECIAL FUNDING INITIATIVE
$ 113.369,064.00 115,400,160.00 75,609,360.00 3,443,367.00 240,314,216.00
$
1.358.779.00
859,493.00
750.000.00
1,187,509.00
52,755,310.00 28,732,287.00
2,034,274.00 1,268,716.00
13,272,056.00 15,390,695.00 16,997,539.00 12,589,764.00 17,933,546.00 (1) 14,107,817.00 $ 19,204,457.00 (1) 10,311,639.00 31,000,062.00 11,703,794.00 14,403,475.00 16,484,752.00 26, 134,206.00
332,090.00 50,000.00 (1)
140,047.00 400,498.00 155,673.00 128,140.00 168,180.00 409,505.00 258,947.00
41,871.00 83,802.00 87,372.00 94,381.00
179,239.00
9,753,673.00 4,967,426.00 3,261,391.00 5,276,693.00 6,332,921.00 7,538,345.00 35,452,826.00 2,354,069.00
a,on,768.oo
8,049,134.00 5,358,667.00 11,497,614.00 7,439,990.00 5,332,119.00 2,669,880.00
250,000.00 17,700.00 (1)
41,782.00
155,114.00
45,339.00 41,901.00
41,697.00
126,754.00 271,165.00
42,672.00 229,251.00
85,300.00
$ 972,605,382.00 $
649,790.00 $
10,602,101.00
-56-
SCHEDULE "18"
OFFICE OF MINORITY BUSINESS ENTERPRISE
SPECIAL DESEGREGATION
PROGRAMS
FORESTRY RESEARCH
RESEARCH CONSORTIUM
TOTAL
$
1,189,891.00 $ 115,917,734.00
116,259,653.00
$
349,130.00
76,708,490.00
3,443,367.00
$
319,526.00
$
338,382.00
584,725.00
242,744,358.00
142,214.00 102,895.00
54,931,798.00 30,103,898.00
12,699.00 20,000.00
25,590.00
13,412,103.00 15,791,193.00 17,153,212.00 12,717,904.00 18, 114,425.00 14,869,412.00 19,463,404.00 10,353,510.00 31,083,864.00 11,791,166.00 14,497,856.00 16,510,342.00 26,363,445.00
18,986.00
9,795,455.00 5,217,426.00 3,261,391.00 5,431,807.00 6,351,907.00 7,583,684.00 35,494,727.00 2,354,069.00 8, 119,465.00 8,049,134.00 5,485,421.00 11,1ea,n9.oo 7,500,362.00 5,561,370.00 2,669,880.00
85,300.00
$
319,526.00 $
349,130.00 $
338,382.00 $
2,097,000.00 $ 986,961,311.00
-57-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT)
SCHEDULE OF ALLOTMENTS TO UNITS OF THE UNIVERSITY SYSTEM OF GEORGIA "B" OTHER ORGANIZED ACTIVITIES YEAR ENDED JUNE 30, 1995
SCHEDULE "19"
UNIVERSITIES
Georgia Institute of Technology Education Extension Services Advanced Technology Development Center Georgia Tech Research Institute Center for Rehabilitation Technology
Medical College of Georgia Medical College of Georgia Hospital and Clinics Joint Board of Family Practice
Capitation Contracts For Family Practice Residency Residency Capitation Grants Student Preceptorships Mercer Medical School Grant Morehouse School of Medicine Grant SREB Payments
University of Georgia Agricultural Experiment Station Athens and Tifton Veterinary Laboratories Cooperative Extension Service Marine Institute Marine Resources Extension Center Veterinary Medicine Experiment Station Agricultural Research Veterinary Medicine Teaching Hospital
OTHER
Skidaway Institute of Oceanography
$
546,492.00
1,890,857.00
11,864,561.00
981,622.00
$
15,283,532.00
$
30,449,184.00
1,093,589.00
2,937,583.00
2,484,870.00
146,400.00
6,244,350.00
5,241,300.00
4,347,250.00
$
52,944,526.00
$
34,166,106.00
90,098.00
27,640,704.00
916,444.00
1,275,471.00
1,848,532.00
803,546.00
493,303.00
$
67,234,204.00
$
1,460,887.00
$ ===1=36===,923====149=.oo=
See notes to the financial statements.
-58-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE <OVERSIGHT UNln
SCHEDULE OF ALLOTMENTS TO UNITS OF THE UNIVERSITY SYSTEM OF GEORGIA V LOTTERY FOR EDUCATION VEAR ENDED JUNE 30 1995
SCHEDULE "20"
PER DIEM, FEES AND CONTRACTS
EQUIPMENT, TECHNOLOGY
AND CONSTRUCTION
TRUST FUND
GEORGIA RESEARCH ALLIANCE
EQUIPMENT
SPECIAL FUNDING INITIATIVES
TOTAL
UNI\IERSmEs
Georgia Institute of Technology Georgia State University Medical College of Georgia University of Georgia
s s 50,000.00
s 3,25,000.00
1,200,000.00
500,000.00 7,596,347.00
s 2,739,866.00
222,515.00
9,591,272.00
500,000.00 500,000.00
S ,525,000.00
160,000.00
160,000.00
s 11,189,866.00
1,632,515.00
500,000.00
17,87,619.00
Rl;GIONALUNIVERSIT~S
Georgia Southern University Valdosta State University
650,000.00 539,800.00
200,000.00
850,000.00 539,800.00
EO!.!BYEAR COLLEGES
Albany State College Armstrong State College Augusta College Clayton State College Columbus College Fort Valley State College Georgia College Georgia Southwestern College Kennesaw State College North Georgia College Savannah State College Southern College of Technology
West Georgia College
100,600.00 290,000.00 170,926.00 120,000.00
11 ,000.00
347,067.00 300,000.00
86,500.00 528,000.00
20,000.00
300,000.00 500,000.00 290,530.00
26,000.00 25,000.00 165,000.00 32,000.00 200,000.00
34,000.00
100,600.00 290,000.00 196,926.00
1 5,000.00
279,000.00 347,067.00 332,000.00 286,500.00 528,000.00
20,000.00
300,000.00 500,000.00
32 ,530.00
TWO-YEAR COLLEGES
Abraham Baldwin Agricultural College Atlanta Metropolitan College Brunawick College Dallon College Derion College DeKalb College
East Georgia College
Floyd College GainNville College Gordon College Macon College Middle Georgia College South Georgia College
Waycross College
169,466.00 63,000.00
178,000.00 17,222.00
250,000.00
189,36.00
20,000.00 200,000.00 150,000.00
10 ,915.00
222,700.00
237,00.00
35,000.00 39,000.00
100,000.00
132,000.00 651,000.00
20,000.00 50,000.00
280,000.00 285,000.00
169,466.00 163,000.00 178,000.00
17,222.00 382,000.00
80,36.00
40,000.00 200,000.00 200,000.00
10 ,915.00
222,700.00
517,00.00
35,000.00
32 ,000.00
~ Skidaway Institute of Oceanography
0,55.00
0,55.00
$
50,000.00 $
19,215,5 .00 $ 12,553,653.00 $ 1,000,000.00 $ 7,05,000.00 $ 39,864,107.00
See notes to the financial statements.
59.
BOARD OF REGENTS OF JHE UNIVERSITY SYSTEM OF GEORGIA
ADMINISTRATIVE CENTRAL OFFICE CoVERSIGHT UNm
SCHEDULE OF EXPENDITURES BY OBJECT CURRENT FUNQS
YEAR ENQEQ JUNE 30 1995
PERSONAL SERVICES
Salaries and Wages Employel's Contributions for:
F.I.C.A Retirement Group Insurance Liability Insurance Unemplo','ment Compensation Insurance Workers' Compensation Insurance
OPERATING EXPENSES
TIIM!I Motor Vehicle Expenses Supplies and Materials Repairs and Maintenance Utilities Rents (Other than Real Estate) Insurance and Bonding Claims and Indemnities Tuition and Scholarships
To Units of the Unillersity System of Georgia Other Operating Expenses Publications and Printing Equipment
Non-Inventory Software Real Estate Rentals Telecommunications Per Diem, Fees and Contracts
Per Diem and Fees Equipment
Lease/Purchase cl Equipment Inventory
OTHER
SPECIAL FUNDING INITIATIVES Other Costs Supplies and Materials Repairs and Maintenance Other Operating Expenses Software Equipment Non-Inventory Telecommunications Per Diem, Fees and Contracts Per Diem and Fees Contracts Equipment Inventory
RESEARCH CONSORTIUM Per Diem, Fees and Contracts Contracts
SOUTHERN REGIONAL EDUCATION BOARD (SREB) PAYMENTS Per Diem, Fees and Contracts Contracts
"A" RESIDENT INSTRUCTION
"8" REGENTS CENTRAL
OFFICE AND OTHER ORGANIZED
ACTIVITIES
UNRESTRICTED
"D" LOTTERY FOR EDUCATION
$
2,057,271.60 $
148,439.57 239,808.69 187,483.74
29,949.00 856.00
9636.00
$---==2.=,6i7.3.:,.4.4:4...:6;0~ $
$
90,691.42 $
176,572.54 993,426.95
11,584.55 240.00
2,979,787.93
201,958.78 317,876.64 267,878.17
3 767 501.52
131,696.06 9,987.46
193,836.38 36,018.03 656.75 7,264.28 1,149.00
322,953.06 2,708.06
112,970.89 -111,589.24 135,000.00 920,992.42
298,909.15
157,771.17 494,347.22
$
3,606,578.19 $
498,819.45 93,827.17
58,380.46 120,593.07 213,573.00
76,387.35
903,312.45
97 518.43
2,443 019.34
$
85,993.00
$ _ ___:8::;5.i,:,9;.:;,93;:;;.:::;00:..
$
75,362.99
2,306.30
330,598.40
272,691.50
231,789.49 33,623.45
5,500.00 1,500,000.00
5,596,132.04
$ ---'8'-",048;;._.""'0...0...4..._17;..
$ _ _...;3;.i.;,8;;,.;1.;;;2.:.;;,0.;;;26.;;.;.;;;62~
$ _ _ _..:.1,;.:;,58;:;;3:.:;,2::,:5;,:0;:,:,0~0
See notes to the financial statements.
-60-
SCHEDULE "21"
EMPLOYEE
HEALTH
BENEFITS
PLAN
TOTAL
"A" RESIDENT INSTRUCTION
RESTRICTED "B"
REGENTS CENTRAL OFFICE AND
OTHER ORGANIZED ACTIVITIES
TOTAL
TOTAL
s
5,037,059.53 s
350,398.35 557,685.33 455,361.91
29,949.00 856.00
9636.00
s
6 440,946.12 $
9,020.98 662.20
1,065.43 1,218.10
11966.71
s
9,020.98 $
5,046,080.51
662.20 1,065.43 1,218.10
351,060.55 558,750.76 456,580.01
29,949.00 856.00
9,636.00
$
11 966.71 $
6,452,912.83
s
222,387.48 $
9,987.46
370,408.92
1,029,444.98
656.75
18,848.83
1,389.00
$ 145,948,798.38
145,948,798.38
49,289.00 2,209.38
871,061.51 98,744.61
171,351.35 9,003.83
348,573.00 997,379.77
4,722,210.40
5,924,432.00
157,771.17 591,865.65
$ 150?22,507.16 $ 156,772,104.69 $
192.95
$ 29,750.00
11,888.05 9,108.37
50,939.37 $
$ 133,000.00 133,000.00 $
192.95 $
222,580.43 9,987.46
370,408.92 1,029,444.98
656.75 18,848.83
1,389.00 145,948,798.38
133,000.00 29,750.00
133,000.00 900,811.51 98,744.61
11,888.05
171,351.35 9,003.83
348,573.00 1,009,267.82
9,108.37
5,933,540.37
157,771.17 591 865.65
183,939.37 $ 156,956,044.06
$
75,362.99
2,306.30
330,598.40
358,684.50
231,789.49 33,623.45
5,500.00 1,500,000.00
5,596.132.04
$
8,133,997.17
$
3,812,026.62
$
1 583,250.00
$
75,362.99
2,306.30
330,598.40
358,684.50
231,789.49 33,623.45
5,500.00 1,500,000.00
5,596,132.04
$
8,133,997.17
$
3,812,026.62
$
1,583,250.00
- 61 -
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE [OVERSIGHT UNID SCHEDULE OF EXPENDITURES BY OBJECT CURRENT FUNDS
YEAR ENDED JUNE 30 1995
~
MEDICAL SCHOLARSHIPS Personal Services Salaries and Wages Employer's Contributions for: F.1.C.A Retirement Group Insurance Liability Insurance
Other Costs Travel Supplies and Materials Repairs and Maintenance Rents (Other than Real Estate) Insurance and Bonding Tuition and Scholarships Scholarships, Fellowships, Prizes, Awards and Other Other Operating Expenses Publications and Printing Real Estate Rentals Telecommunications Per Diem, Fees and Contracts Per Diem and Fees Equipment Lene/Purchase of Equipment
REGENTS OPPORTUNITY GRANTS Per Diem, Fees and Contracts Contracts
REGENTS SCHOLARSHIPS Tuition and Scholarships To Units of the University System of Georgia
RENTAL PAYMENTS TO GEORGIA MILITARY COLLEGE Per Diem, Fees and Contracts Contracts
DIRECT PAYMENTS TO THE GEORGIA PUBLIC TELECOMMUNICATIONS COMMISSION FOR OPERATIONS
Per Diem, Fees and Contracts Contracts
CAPITAL OUTLAY GPTC Per Diem, Fees and Contracts Contracts
EQUIPMENT GPTC Per Diem, Fees and Contracts Contracts
ZOO ATLANTA RESOURCES CENTER Per Diem, Fees and Contracts Contracts
"A" RESIDENT INSTRUCTION
"8" REGENTS CENTRAL
OFFICE AND OTHER ORGANIZED
ACTlVmEs
UNRESTRICTED
"D" LOTTERY FOR
EDUCATION
$
128,981.47
9,490.10 14,939.66 13,817.10
2220.00
$
169,448.33
10,591.10 6,510.13 60.74 8,489.69 60.00
989,000.00 5,993.50
13,731.45 4,950.00 2,727.01
53,205.79
10 798.39
$ _ _ _1_,2_7_5.._56_6_.1_3
S _ _ _ _6.;;.;00;;..;;.i_.;OO_O;...;;OO~
____ __ $
82_1...295.00
$ _ _ _9=,.3;.9...7.,_3;1..5.;.0.a0.~
$ 28,921,000.00
$
3,300,000.00
$
2,500,000.00
$
3,898,019.62 $ _ _ _13..,.8._7_7..,.4_ 26._ 13 $
42,769,004.17
$
1011781042.41 $ ____2_0 _08;;,7;,,i;9_4_6_ .9_ 9 $
42?691004.17
See notes to the financial statements.
-62-
SCHEDULE ''21"
EMPLOYEE HEALTH BENEFITS PLAN
TOTAL
RESIDENT INSlRUCTION
RESlRICTED "B"
REGENTS CENlRAL OFFICE AND
OTHER ORGANIZED ACTIVITIES
TOTAL
TOTAL
s
128,981.47
9,490.10 14,939.66 13,817.10
2,220.00
$
169,448.33
10,591.10 6,510.13 60.74 8,489.69 60.00
989,000.00 5,993.50
13,731.45 4,950.00 2,727.01
53,205.79
10,798.39
$
1,275,566.13
$
600,000.00
$
200,000.00
$
821,295.00
$
11,833.14 $
11,833.14 $
140,814.61
905.24 287.42
905.24 287.42
10,395.34 14,939.66 14,104.52
2,220.00
$
13,025.80 $
13,025.80 $
182,474.13
770.46 3,508.47
120.79
770.46 3,508.47
120.79
11,361.56 10,018.60
60.74 8,610.48
60.00
155,950.00 9,304.27
510.43
155,950.00 9,304.27
510.43
1,144,950.00 15,297.77 13,731.45 4,950.00 3,237.44
19,211.41
19,211.41
72,417.20
10 798.39
$
202,401.63 $
202,401.63 $
1,477,967.76
$
600,000.00
$
200,000.00
$
821,295.00
$
9,397,315.00
s 28,921,000.00
$
3,300,000.00
$
2,500,000.00
$ 60.544,449.92
$ 1soi7221so7.16 $ 223i7571500.73 $
$ 62 906.08 $
$
9,397,315.00
$ 28,921,000.00
$
3,300,000.00
202 401.63 $
$ 202,401.63 $
2,500,000.00 60,746,851.55
335 401.63 $
398 307.71 $ 22411551808.44
-63-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) SCHEDULE OF EXPENDITURES BY OBJECT PLANT FUNDS YEAR ENDED JUNE 30. 1995
SCHEDULE "ZZ'
CAPITAL OUTLAY
Rents (Other than Real Estate) Other Expenses Per Diem, Fees and Contracts
Per Diem and Fees
OTHER
GEORGIA RESEARCH ALLIANCE Other Costs Per Diem, Fees and Contracts Per Diem and Fees
UNEXPENDED
LOTTERY FOR
REGULAR
EDUCATION
TOTAL
$
3,1n,397.68
3,210,815.88
21,270,418.88
$
27,658,632.44
$
3, 1n , 3 9 7 . 6 8
3,210,815.88
21,270,418.88
$
27,658,632.44
$
15,344,686.90 $
15,344,686.90
$
27,658,632.44 $
15,344,686.90 $
43,003,319.34
See notes to the financial statements.
-64-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT} SCHEDULE OF GOVERNOR'S EMERGENCY FUND YEAR ENDED JUNE 30, 1995
"A" RESIDENT INSTRUCTION Columbus College - Assist the Center for Excellence in Mathematics and Science Education
with Expenses in Connection with the SYNERGY Conference Georgia College- Purchase Athletic Training and Conditioning Equipment Middle Georgia College - Assist with Campus Improvements West. Georgia College - Assist with Athletic Facility Improvements
SCHEDULE "23"
$
5,000.00
34,339.00
17,700.00
50,000.00
$ ===1=01='=039=.oo=
See notes to the financial statements.
-65-
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT) SCHEDULE OF REGENTS SCHOLARSHIPS YEAR ENDED JUNE 30, 1995
B REGENTS CENTRAL OFFICE AND OTHER ORGANIZED ACTIVITIES
UNIVERSITIES
Georgia Institute of Technology Georgia State University Medical College of Georgia University of Georgia
REGIONAL UNIVERSITIES
Georgia Southern University Valdosta State University
FOUR-YEAR COLLEGES
Albany State College Armstrong State College Augusta College Clayton State College Columbus College Fort Valley State College Georgia College Georgia Southwestern College Kennesaw State College North Georgia College Savannah State College
Southern College of Technology West Georgia College
TWO-YEAR COLLEGES
Abraham Baldwin Agricultural College Atlanta Metropolitan College Brunswick College DeKalb College
East Georgia College
Floyd College Gainesville College Gordon College Macon College Middle Georgia College South Georgia College Waycross College
SCHEDULE "24"
$
8,100.00
24,900.00
2,500.00
26,200.00
14,000.00 7,700.00
4,300.00 4,900.00 5,500.00 5,200.00 4,600.00 2,700.00 5,800.00 2,700.00 15,683.00 3,000.00 4,400.00 4,100.00 8,300.00
2,999.00 1,800.00 2,000.00 17,618.00 1,000.00 3,100.00 3,300.00 2,100.00 6,200.00 2,600.00 1,700.00 1,000.00
$ ===200:::::::::::.=ooo==.oo===
See notes to the financial statements.
-67-
BQARP OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA AOMINISTRATI\/E CENTRAL OFFICE !OVERSIGHT UNtn
ANALYSIS OF PRIOR YEAR'S SURPLUS FUNDS COLLECTED FROM INSTITUTIONS ANO REDISTRIBUTED TO INSTITUTIONS WITH DEFICITS YEAR ENPEP JUNE 30 1995
TOTAL COLLECTED REDISTRIBUTED
CURRENT FUNDS
RESIDENT INSTRUCTION
REGULAR
LOTTERY FOR EDUCATION
COLLECTED REDISTRIBUTED
COLLECTED
REDISTRIBUTED
UNI\/ERSmEs
Georgia Institute d Technology Georgia State University Medical College d Georgia UniYer8ity d Georgia
$ 155,134.99 $ 108,987.42 130,622.44 258,960.14
155,134.99 $
$ 108,987.42 104,754.89 176,642.84
155,134.99 $
7,612.14
REGIONAL l,!NI\/ERSmES
Georgia Southern UniYersity Valdo&ta State UniYersity
15,258.79 23,054.63
7,797.47 22,611.70
EOUR-YEAR COLLEGES
Albany State College Armstrong State College Augusta College Clayton State College Columbus College Fort Valley State College Georgia College Georgia Southwestem College Kennesaw State College North Georgia College Savannah State College Southern College dTechnology West Georgia College
28,565.20 87,423.77 24,259.64 24,008.78
8,685.45 159,653.49
27,600.44 3,334.54
58,363.75 2,701.27
11,946.07 119,309.28
563.00
13,440.74
1.50
74,914.74 23,012.70
22,883.54 87,422.57 19,766.76 21,935.09
8,678.32 159,653.49
26,837.20 2,665.98
58,332.52 2,683.27
11,876.07 119,309.28
23,012.70
1,372.93
$
2,408.90
TWO-YEAR COl,l,.EGES
Abraham Baldwin Agricultural College Atlanta Metropolitan College Bainbridge College
Brunswick College
Dalton College Darton College DeKalb College East Georgia College Floyd College Gainesville College Gordon College Macon College Middle Georgia College South Georgia College WfOSS College
4,552.21 23,163.79
6,347.97 4,592.51 6,541.35 3,193.96 33,781.95 1,161.64 7,411.89 4,470.91 440,820.12 162,545.75 17,402.68 9,670.78
514.40
6,576.17
434,494.29 154,332.59
4,507.45 23,163.79
5,990.02 4,592.51 6,541.35 3,172.76 33,781.95 1,161.64 2,551.14 4,439.TT 439,050.52 162,545.75 17,402.68 8,627.18
467.71
357.95
OTHER
Skldaway Instituted Oceanography
6 463.31
5040.40
current Funds - Unrestricted
Surplus - Exhibit "F''
$ 1,981,068.31 $
866,948.12 $ 116801834.63 $ 1114120.19
178147.69 $
9 343.02 $
21408.90
$ 119811068.31 $
119811068.31
See notes to the financial statements.
-68-
SCHEDULE ''25"
OTHER ORGANIZED ACTIVITIES REGULAR
COLLECTED REDISTRIBUTED
PLANT FUNDS
REGULAR
LOTTERY FOR EDUCATION
COLLECTED REDISTRIBUTED COLLECTED REDISTRIBUTED
$ 155,122.99
13,290.41 73,733.43
$
12.00
12,5TT.14 970.53
$
1.20
7,461.32 442.93
2,142.46
3,118.75 1,761.69
7.13 $
763.24 668.56
18.00 70.00
563.00
13,440.74 1.50
72,263.84
3,539.20 1.20 1.20
312.00
31.23
$
242.00
44.76
4,860.75 31.14
1,043.60 46.69
21.20
434,494.29 154,332.59
1,769.60
6,576.17
$
5040.40
6 463.31
$ 2421146.83 $
5040.40 $ 43067.00 $
674 532.96 $
5 676.83 $
6 818.17
-69-
SECTION II FINDINGS AND IMPROPER OR QUESTIONED COSTS
BOARD OF REGENTS OF THE UNIVERSITY SYSTEM OF GEORGIA ADMINISTRATIVE CENTRAL OFFICE (OVERSIGHT UNIT)
SCHEDULE OF FINDINGS AND IMPROPER OR QUESTIONED COSTS YEAR ENDED JUNE 30, 1995
STATUS OF PRIOR YEAR FINDINGS AND IMPROPER OR QUESTIONED COSTS
The status ofthe finding disclosed in the audit report for the year ended June 30, 1994, is indicated below:
Audit Control Number
Status ofFinding
472-94-01
Corrective Action Implemented