SMU Dashboard Performance Indicators

SAMUEL MERRITT UNIVERSITY DASHBOARD
PERFORMANCE INDICATORS
DATA AS OF JULY 2011
To view Dashboard Performance by specific indicator, click on the rating dot found in the right column of the table.
RATING KEY:
Green - This indicator is performing at the highest standard established for this particular indicator.
Yellow - This indicator is performing somwehat below the highest standard established for this particular indicator.
Red - This indicator is performing far below the highest standard established for this particular indicator.
Grey - Standards have not been established.
INDICATOR # INDICATOR REPORTING STANDARD

FREQUENCY RATING
Within greater of 10% of budgeted contribution margin
Green - Total variance is positive and 8 of 12 major programs are
positive
Academic programs meeting
1 budgeted contribution margins Monthly
Yellow - Total variance is positive and fewer than 8 major programs
are positive
Red - Total variance is negative
Net operating income at or above budget
Overall institutional YTD financial Green – at or above budget
2 Monthly
performance Yellow – Between 1- 5% below budget
Red – 6+% below budget
Net operating income at or above budget
Green – at or above budget
3 Prior month financial performance Monthly
Yellow – Between 1- 5% below budget
Red – 6+% below budget
Comparison with historical average of % funds received by month.
Annual Fund Raising Target Progress Green – 100% of historical average YTD
4 Monthly
YTD: ($2.6 million for 2011) Yellow – 95% -100%
Red – below 95%
First-time test takers pass at rates of 3 percentage points above national
average for their discipline
Programs with mandatory licensure/
5 certification at or above target first- Monthly Green – all programs at target
time pass rate Yellow – 1-3 below target
Red – 4 below target
Total number of applications for each program indicates that target
enrollment will be met
Enrollment projections indicate that
6 programs are likely to meet targeted Monthly Green – all programs on track to meet target enrollment
enrollments Yellow – 1-2 programs are below target
Red – 3 or more programs are below target
7 Yield Semester
Turnover remains within target turnover rate of 2%.

Regular faculty turnover rate for Green – Two percent and less
8 Monthly
rolling 12-month period Yellow – 2%-4%
Red – greater than 4%
Turnover remains within target turnover rate of 2%.
Staff (half-time or greater) turnover Green – Two percent and less
9 Monthly
rate for rolling 12-month period Yellow – 2%-4%
Red – greater than 4%
Regular faculty and staff turnover

10 rate for rolling 12-month period for Academic Year
people of color
Page 1 of 81
PERFORMANCE INDICATORS
DATA AS OF JULY 2011
To view Dashboard Performance by specific indicator, click on the rating dot found in the right column of the table.
RATING KEY:
Green - This indicator is performing at the highest standard established for this particular indicator.
Yellow - This indicator is performing somwehat below the highest standard established for this particular indicator.
Red - This indicator is performing far below the highest standard established for this particular indicator.
Grey - Standards have not been established.
INDICATOR # INDICATOR REPORTING STANDARD

FREQUENCY RATING
Monthly average number of national/regional media mentions for the past
three-month period
Increased recognition through
11 unpaid mentions of SMU in national Monthly Green – monthly average 10 or higher
and regional media. Yellow – monthly average higher than 5, lower than 10
Red – monthly average 5 or lower
Increased Faculty publications (peer reviewed), presentations, poster, honors,
awards at the international or national level for the academic year
Increased
publications/presentations by SMU
12 Academic Year
faculty at international, national, or Green – 10% and above increase over previous academic year
regional level. Yellow – Less than 10% increase over previous academic year
Red – No increase over previous academic year
Number of programs on student evaluations with MEDIAN course rating
between 4 - 5 (very good or excellent)
13 Course Evaluation Ratings - Courses Semester Green – All programs with a median rating above 4
Yellow – One program with a median rating below 4
Red – More than one program with a median rating below 4
Number of programs on student evaluations with MEDIAN faculty rating
between 4 - 5 (very good or excellent)
14 Course Evaluation Ratings - Faculty Semester Green – All programs with a median rating above 4
Tasks done or on target by end of revision period
Green – 90% done or on target
15 Progress on Strategic Objectives
Yellow – 80% - 89% done or on target
Red – 79% or less done or on target
Number of notable items
Green – no items
16 Audit adjustments and findings YTD Episodic
Yellow – 1-2 items
Red – 3 or more items
Number of programs in good standing
Green – all programs
17 Substantive accreditation issues Episodic Yellow – any program with substantive citations
Red – any program on probation or threat to SMU regional
accreditation
Last Update: July 20, 2011
The SMU Dashboard is maintained by the Department of Institutional Research. Data are derived from various institutional sources and are compiled by IR for the Dashboard
Page 2 of 81
SAMUEL MERRITT UNIVERSITY DASHBOARD - FINANCIAL PERFORMANCE
Academic Programs Performing at or above Budgeted Contribution Margins
Reporting Period: Monthly
Standard/Target: Within 10% of budgeted contribution margin
Total variance is positive and 8 of 12 major programs are positive
Total variance is positive and fewer than 8 major programs are positive
Total variance is negative
Samuel Merritt University

Academic Program Contribution Marg
June 30, 2011
YTD Actuals
Program
Cost Net Operating Total Operating Margin
Program Center Revenue Expense Amount
Physical Therapy 8021 1,233,077 768,706 464,371
BSN 8022 3,933,014 1,359,572 2,573,442
ELMSN - Oakland 8024 987,650 476,925 510,725
MOT 8025 1,224,401 606,541 617,860
CRNA 8026 980,490 688,135 292,355
MSN - FNP 8027 640,504 271,312 369,192
PA 8030 1,340,696 475,806 864,890
MSN Online 8033 12,240 10,791 1,449
ELMSN - Sac ¹ 8035 1,615,289 496,781 1,118,508
MSN - CM 8036 369,566 127,842 241,724
DPM 2 8038 2,314,094 1,873,535 440,559
ABSN - Oakland 8056 1,346,206 353,178 993,028
Basic Sciences 8058 57,495 217,968 (160,473)
ABSN - San Francisco 2 8062 2,581,449 1,043,489 1,537,960
MSN CM - Sac ¹ 8064 282,554 81,226 201,328
MSN FNP - Sac ¹ 8065 594,469 152,578 441,891
TOTAL ABSN San Mateo (8067-8068) 8067 2,641,653 1,082,807 1,558,846
ABSN - Sacramento ¹ 8069 1,171,665 410,155 761,510
Total 23,326,512 10,497,347 12,829,165
Note 1 - Allocation of Sacramento Direct Overhead
Net Operating Total Operating Percentage

Revenue Expense Share
YTD Actuals YTD Budget
ELMSN - Sac ¹ 8035 1,615,289 496,781 44.09%
MSN CM - Sac ¹ 8064 282,554 81,226 7.71%
MSN FNP - Sac ¹ 8065 594,469 152,578 16.22%
ABSN - Sacramento ¹ 8069 1,171,665 410,155 31.98%
Total - Sacramento 3,663,977 1,140,740 100.00%
Note 2 - Includes Overhead expenses from 8037 for DPM and 8063 for San Francisco
DASHBOARD MENU
muel Merritt University

Program Contribution Margins
June 30, 2011
YTD Budget
Program
Net Operating Total Operating Margin Actual Variance to
Margin % Revenue Expense Amount Margin % Budget
37.7% 1,251,711 824,292 427,419 34.1% 3.5%
65.4% 4,237,241 1,375,826 2,861,415 67.5% -2.1%
51.7% 1,025,098 458,461 566,637 55.3% -3.6%
50.5% 1,213,801 525,384 688,417 56.7% -6.3%
29.8% 986,828 674,797 312,031 31.6% -1.8%
57.6% 686,797 254,344 432,453 63.0% -5.3%
64.5% 1,250,190 456,256 793,934 63.5% 1.0%
11.8% 6,481 10,928 (4,447) -68.6% 80.5%
69.2% 1,619,305 557,756 1,061,549 65.6% 3.7%
65.4% 291,093 125,540 165,553 56.9% 8.5%
19.0% 2,395,670 1,851,347 544,323 22.7% -3.7%
73.8% 1,357,193 347,428 1,009,765 74.4% -0.6%
-279.1% 200,000 210,387 (10,387) -5.2% -273.9%
59.6% 2,829,185 1,027,383 1,801,802 63.7% -4.1%
71.3% 300,190 82,485 217,705 72.5% -1.3%
74.3% 392,420 200,568 191,852 48.9% 25.4%
59.0% 2,750,812 1,225,336 1,525,476 55.5% 3.6%
65.0% 1,199,339 471,939 727,400 60.7% 4.3%
55.0% 23,993,354 10,680,457 13,312,897 55.5% -0.5%
8066 8066
Percentage Overhead Overhead Allocated Allocated
Share Sacramento Sacramento Overhead Overhead
YTD Actuals YTD Budget YTD Actuals YTD Budget
43.55% 227,886 277,509 100,474 120,854
7.12% 227,886 277,509 17,570 19,759
13.38% 227,886 277,509 36,963 37,131
35.96% 227,886 277,509 72,878 99,792
100.01% 227,885 277,536
Overall Institutional YTD Financial Performance
Standard/Target: Net Operating Income at or Above Budget
At or above Budget
Between 1-5% below budget
6 +% below budget

Operating Statement
For the Six Months Ended June 30, 2011

Actual % Budgeted
REVENUE
Tuition 23,204,325 93.1% 24,001,616
Fees 530,399 2.1% 489,997
Rentals 14,411 0.1% -
Services 49,621 0.2% 75,000
Contributions - 0.0% -
Other Revenue 728,077 2.9% 690,580
Transferred for Operations 187,561 0.8% 191,896
Endowment Income 527,622 2.1% 420,000
Released from Restriction 617,552 2.5% 836,454
TOTAL OPERATING REVENUE 25,859,568 103.8% 26,705,543
REVENUE DEDUCTIONS
Provision for Bad Debts 1,613 0.0% -
Other Deductions & Scholarships 937,959 3.8% 909,160
NET OPERATING REVENUE 24,919,996 100.0% 25,796,383
OPERATING EXPENSES
Salaries 13,192,292 58.2% 13,383,696
Employee Benefits 4,160,724 18.4% 3,621,632
Professional Fees 317,467 1.4% 500,455
Purchased Services 1,548,835 6.8% 1,913,925
Supplies 562,380 2.5% 924,387
Depreciation 767,965 3.4% 876,154
Other Operating Expenses 1,492,575 6.6% 1,897,001
Released from Restriction 617,552 2.7% 836,454
TOTAL OPERATING EXPENSES 22,659,790 100.0% 23,953,704
OPER INC/(LOSS) PRE ALLOCATION 2,260,206 1,842,679

Less: Corporate Allocations - -
NET OPERATING INCOME/(LOSS) 2,260,206 1,842,679
Interest Income 181,738 125,002

Investment Management & Bank Fees (115,811) -
Dividend Income 569,634 275,002
Realized Gain/(Loss) 121,305 -
Unrealized Gain/(Loss) on Ext traded 975,168 -
Gain/(Loss) on Disposition of Assets - -
NET INCOME/(LOSS) 3,992,240 2,242,683

DASHBOARD MENU
onths Ended June 30, 2011

Variance
% Favorable/
(Unfavorable)
93.2% (797,291) -3.3%

1.9% 40,402 8.2%
0.0% 14,411 n/a
0.3% (25,379) -33.8%
0.0% - n/a
2.7% 37,497 5.4%
0.7% (4,335) -2.3%
1.6% 107,622 25.6%
3.2% (218,902) -26.2%
103.6% (845,975) -3.2%
0.0% (1,613) n/a

3.6% (28,799) -3.2%
100.0% (876,387) -3.4%
55.8% 191,404 1.4%

15.1% (539,092) -14.9%
2.1% 182,988 36.6%
8.0% 365,090 19.1%
3.9% 362,007 39.2%
3.7% 108,189 12.3%
7.9% 404,426 21.3%
3.5% 218,902 26.2%
100.0% 1,293,914 5.4%
417,527 22.7%
- n/a
417,527 22.7%
56,736 45.4%
(115,811) n/a
294,632 107.1%
121,305 n/a
975,168 n/a
- n/a
1,749,557 78.0%
Prior Month Financial Performance
Standard/Target: Net Operating Income at or Above Budget
At or above Budget
Between 1-5% below budget
6 +% below budget

Operating Statement
For the Five Months Ended May 31, 2011

Actual % Budgeted %
REVENUE
Tuition 20,192,605 94.0% 20,817,409 94.8%
Fees 451,434 2.1% 404,247 1.8%
Rentals 10,748 0.0% - 0.0%
Services 39,946 0.2% 62,500 0.3%
Contributions - 0.0% - 0.0%
Other Revenue 598,530 2.8% 575,489 2.5%
Transferred for Operations 154,840 0.7% 159,912 0.7%
Endowment Income 439,685 2.0% 350,000 1.5%
Released from Restriction 520,782 2.4% 697,046 3.0%
TOTAL OPERATING REVENUE 22,408,570 104.2% 23,066,603 104.6%
REVENUE DEDUCTIONS
Provision for Bad Debts 1,613 0.0% - 0.0%
Other Deductions & Scholarships 896,499 4.2% 878,048 4.6%
NET OPERATING REVENUE 21,510,458 100.0% 22,188,555 100.0%
OPERATING EXPENSES
Salaries 11,125,776 58.3% 11,329,987 56.3%
Employee Benefits 3,508,061 18.4% 3,054,550 15.2%
Professional Fees 291,330 1.5% 429,006 2.4%
Purchased Services 1,259,128 6.6% 1,539,511 7.4%
Supplies 485,612 2.5% 735,038 3.8%
Depreciation 642,338 3.4% 730,513 3.6%
Other Operating Expenses 1,258,453 6.6% 1,538,307 7.7%
Released from Restriction 520,782 2.7% 697,046 3.4%
TOTAL OPERATING EXPENSES 19,091,480 100.0% 20,053,958 100.0%
OPER INC/(LOSS) PRE ALLOCATION 2,418,978 2,134,597

Less: Corporate Allocations - -
NET OPERATING INCOME/(LOSS) 2,418,978 2,134,597
Interest Income 115,584 104,169

Investment Management & Bank Fees (66,700) -
Dividend Income 479,361 229,169
Realized Gain/(Loss) 26,305 -
Unrealized Gain/(Loss) on Ext traded 1,631,230 -
Gain/(Loss) on Disposition of Assets - -
NET INCOME/(LOSS) 4,604,758 2,467,935

DASHBOARD MENU
ded May 31, 2011

Variance
Favorable/
(Unfavorable)
(624,804) -3.0%
47,187 11.7%
10,748 n/a
(22,554) -36.1%
- n/a
23,041 4.0%
(5,072) -3.2%
89,685 25.6%
(176,264) -25.3%
(658,033) -2.9%
(1,613) n/a
(18,451) -2.1%
(678,097) -3.1%
204,211 1.8%
(453,511) -14.8%
137,676 32.1%
280,383 18.2%
249,426 33.9%
88,175 12.1%
279,854 18.2%
176,264 25.3%
962,478 4.8%
284,381 13.3%
- n/a
284,381 13.3%
11,415 11.0%
(66,700) n/a
250,192 109.2%
26,305 n/a
1,631,230 n/a
- n/a
2,136,823 86.6%
Annual Fund Raising Target Progress YTD
Standard/Target: Comparison with historical average of % funds received by month
100% of Historical Average YTD
95% to 99.9% of Historical Average YTD
Below 95% of Historical Average YTD
January February
Dollars Raised YTD Dollars YTD % Dollars Raised YTD Dollars
Historical
Average(200
1-2010) $176,831.84 $176,831.84 6% $104,203.00 $281,034.85
2011 $54,122.00 $54,122.00 2% $11,158.12 $65,280.12
2010 $21,768.25 $21,768.25 1% $55,283.00 $77,051.25
2009 ($9,264.90) ($9,264.90) 0% ($351,037.14) ($360,302.04)
2008 $53,238.66 $53,238.66 2% $64,363.44 $117,602.10
2007 $49,990.04 $49,990.04 1% $1,208,206.27 $1,258,196.31
2006 $892,666.77 $892,666.77 34% $125,542.72 $1,018,209.49
2005 $821,299.28 $821,299.28 23% $3,831.21 $825,130.49
2004 $10,345.91 $10,345.91 0% $6,600.53 $16,946.44
2003 $23,852.67 $23,852.67 2% $16,161.01 $40,013.68
2002 $6,103.29 $6,103.29 1% $4,352.93 $10,456.22
2001 $21,028.32 $21,028.32 2% $1,770.92 $22,799.24
DASHBOARD MENU
ry March April
YTD % Dollars Raised YTD Dollars YTD % Dollars Raised YTD Dollars
9% $404,194.00 $685,228.84 21% $211,918.53 $897,147.37

3% $62,087.24 $127,367.36 5% $60,066.21 $187,433.57
2% $189,253.96 $266,305.21 7% $1,525,116.12 $1,791,421.33
-5% $1,654,818.00 $1,294,515.96 18% $42,783.80 $1,337,299.76
5% $1,372,982.36 $1,490,584.46 59% $43,194.60 $1,533,779.06
22% $20,775.48 $1,278,971.79 23% $26,203.82 $1,305,175.61
38% $1,008,250.40 $2,026,459.89 77% $27,014.25 $2,053,474.14
24% $8,285.63 $833,416.12 24% $8,548.51 $841,964.63
0% $57,938.14 $74,884.58 2% $6,706.35 $81,590.93
3% $38,484.32 $78,498.00 5% $285,571.05 $364,069.05
2% $30,630.38 $41,086.60 6% $5,728.56 $46,815.16
2% $2,628.07 $25,427.31 2% $300,170.54 $325,597.85
May June
29% $300,724.83 $1,197,872.20 37% $94,596.09 $1,292,468.29

7% $86,309.00 $273,742.57 11% $180,731.19 $454,473.76
45% $197,284.00 $1,988,705.33 50% $74,816.00 $2,063,521.33
19% $2,142,390.82 $3,479,690.58 49% ($583,860.84) $2,895,829.74
61% $51,530.78 $1,585,309.84 63% $544,613.10 $2,129,922.94
23% $37,386.49 $1,342,562.10 24% $83,494.77 $1,426,056.87
78% $9,186.11 $2,062,660.25 78% $87,485.17 $2,150,145.42
24% $65,004.48 $906,969.11 26% $203,694.51 $1,110,663.62
2% $11,824.97 $93,415.90 2% $35,164.74 $128,580.64
25% $685,752.72 $1,049,821.77 72% $43,463.37 $1,093,285.14
7% $18,523.19 $65,338.35 10% $332,895.26 $398,233.61
28% $2,780.57 $328,378.42 28% $38,059.71 $366,438.13
July August
46% $93,241.34 $1,377,233.15 49% $30,350.08 $1,404,824.13

17% $454,473.76 17% $454,473.76
52% $43,233.00 $2,106,754.33 53% $25,951.30 $2,132,705.63
41% $28,874.36 $2,924,704.10 41% $52,362.32 $2,977,066.42
84% $15,711.66 $2,145,634.60 85% $15,862.39 $2,161,496.99
25% $16,894.76 $1,442,951.63 26% $40,862.98 $1,483,814.61
81% $8,403.56 $2,158,548.98 82% $28,094.09 $2,186,643.07
32% $331,725.29 $1,442,388.91 41% $34,028.14 $1,476,417.05
3% $289,563.98 $418,144.62 11% $13,291.33 $431,435.95
75% $102,569.61 $1,195,854.75 82% $3,086.91 $1,198,941.66
61% $76,173.17 $474,406.78 72% $83,695.41 $558,102.19
31% $19,264.05 $385,702.18 33% $6,265.91 $391,968.09
t September October
51% $109,981.28 $1,504,807.11 55% $408,218.05 $1,875,914.43

17% $454,473.76 17% $454,473.76
53% $581,663.80 $2,714,369.43 68% $436,819.58 $3,151,189.01
42% $69,844.37 $3,046,910.79 43% $3,549,865.65 $6,596,776.44
86% $49,150.21 $2,210,647.20 88% $70,522.94 $2,281,170.14
26% $35,271.73 $1,519,086.34 27% $181,472.11 $1,700,558.45
83% $115,311.28 $2,301,954.35 87% ($338,873.77) $1,963,080.58
42% $17,668.41 $1,494,085.46 43% $93,708.31 $1,587,793.77
11% $42,803.85 $474,239.80 12% $56,234.38 $530,474.18
82% $10,607.13 $1,209,548.79 83% $16,458.21 $1,226,007.00
85% $13,287.85 $571,390.04 87% $4,721.15 $576,111.19
33% $164,204.15 $556,172.24 47% $11,251.93 $567,424.17
r November December
60% $382,369.97 $2,223,523.49 71% $787,530.73 $2,939,460.52

17% $454,473.76 17% $454,473.76
79% $37,730.84 $3,188,919.85 80% $162,597.73 $3,351,517.58
93% $26,566.72 $6,623,343.16 94% $441,339.28 $7,064,682.44
90% $26,924.92 $2,308,095.06 91% $217,860.00 $2,525,955.06
30% $10,653.03 $1,711,211.48 30% $3,946,965.37 $5,658,176.85
74% $42,686.42 $2,005,767.00 76% $639,324.24 $2,645,091.24
45% $515,446.81 $2,103,240.58 60% $1,392,501.77 $3,495,742.35
14% $2,948,296.41 $3,478,770.59 90% $372,171.03 $3,850,941.62
84% $132,547.46 $1,358,554.46 93% $100,309.53 $1,458,863.99
88% $7,030.23 $583,141.42 89% $72,335.01 $655,476.43
48% $75,816.86 $643,241.03 55% $529,903.37 $1,173,144.40
er Year Totals
Percentage
Target
Progress
YTD % Total Dollars Target (Current)
91%
17% $454,473.76 $2,600,000.00 17%
84% $3,351,517.58 $4,000,000.00 84%
100% $7,064,682.44 $7,064,682.44 100%
100% $2,525,955.06 $2,525,955.06 100%
100% $5,658,176.85 $5,658,176.85 100%
100% $2,645,091.24 $2,645,091.24 100%
100% $3,495,742.35 $3,495,742.35 100%
100% $3,850,941.62 $3,850,941.62 100%
100% $1,458,863.99 $1,458,863.99 100%
100% $655,476.43 $655,476.43 100%
100% $1,173,144.40 $1,173,144.40 100%
I-Portfolio - Dashboard - Students - Learning Outcomes - Licensure/Certification Pass Rates (S4.1)
LICENSURE/CERTIFICATION PASS RATES
Licensure/Certification Pass Rates (First-time Test Takers)
SMU National SMU National SMU National SMU National SMU National SMU National SMU National SMU National
2011 2011 2010 2010 2009 2009 2008 2008 2007 2007 2006 2006 2005 2005 2004 2004
Bachelor of Science in Nursing NCLEX Board of Registered Nursing 89% 91% 76% 89% 86% 89% 86% 88% 89% 86% 82% 88% 72% 87% 73% 85%
Accelerated Bachelor of Science
in Nursing NCLEX Board of Registered Nursing 97% 91% 89% 89% 91% 89% 90% 88% 96% 86% 100% 88% N/A
Entry Level Master of Science in
Nursing NCLEX Board of Registered Nursing 95% 91% 94% 89% 87% 89% 95% 88% 99% 86% 95% 88% 94% 87% 87% 85%
Master of Science in Nurse Council on Certification of
Anesthesia CCNA Nurse Anesthetists 95% 89% 100% 88% 84% 88% 96% 93% 100% 91% 100% 92% 100% 95%
National Board for
Certification in Occupational
Master of Occupational Therapy NBCOT Therapy Inc. 79% 82% 58% 78% 86% 85% 85% 88% 91% 85% 100% 86% 100% 77%
National Commission on
Certification of Physician
Master Physician Assistant PANCE Assistants Inc. 100% 94% 97% 92% 100% 94% 93% 92% 97% 92% 100% 91% 100% 90%
Master/Doctor of Physical Federation of State Boards of
Therapy NPTE Physical Therapy 96% 89% 88% 87% 91% 86% 89% 88% 94% 87% 100% 84% 86% 71%
NBPME Part National Board of Podiatric
Doctor of Podiatric Medicine III Medical Examiners 95% 90% 94% 89% 90% 87% 97% 87% 93% 89% 86% 85% 94% 88%
These data were last updated on 03/03/2018

SAMUEL MERRITT UNIVERSITY DASHBOARD - RESOURCES
Enrollment projections indicate that programs are likely to meet targeted enrollments
Standard/Target: Total number of applications for each program indicates that target enrollment will be met
All programs on track to meet target enrollment
1-2 programs are below target
3 or more programs are below target
Jan-11 Feb-11 Mar-11 Apr-11

BSN-Fall 2011
BSN-Spring 2012
ABSN-San Francisco-Fall 2011
ABSN-Sacramento-Spring 2012
ABSN-San Mateo-Spring 2012
ABSN-San Francisco-Summer 2011
ABSN-Oakland-Summer 2011
ABSN-San Mateo-Summer 2011
ELMSN-FNP-Oakland-Fall 2011
ELMSN-CM-Oakland-Fall 2011
ELMSN-FNP-Sacramento-Spring 2012
ELMSN-CM-Sacramento-Spring 2012
CRNA-Fall 2011
DNP-Spring 2012
MPA-Fall 2011
MOT-Fall 2011
DPT-Fall 2011
DPM-Fall 2011
IN PROCESS: FINAL:
L = Likely to meet target enrollment Yes=Target enrollment met
D=Doubtful to meet target enrollment No=Target enrollment not met
t will be met
May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11

L L L
L L L
Y Y Y
L Y Y
L Y Y
L L L
L L L
L L L
L L L
L L L
L L L
D L L
enrollment met
enrollment not met
DASHBOARD MENU
9,000 USC Institutional

Yale 2010- Harvard FalStanford MITComparison (Admitted/Enrolled/Yield
Cornell Dartmouth SMU) Fall 2010-Spring 2011
Admitted8,500 8,715 2006 2,175 2340 1676 6673 2,193 780
Enrolled8,000 2,972 1,344 1,658 1674 1067 3229 1,139 530
Percent7,500
Yield 34% 67% 76% 72% 64% 48% 52% 68%
7,000 76%
6,500 72%
6,000 67% 68%
64%
5,500
5,000
4,500 52%
48%
Number of Students
4,000
3,500
3,000 34%
2,500
2,000
1,500
1,000
500
0
8,715 2,972 2,006 1,344 2,175 1,658 2,340 1,674 1,676 1,067 6,673 3,229 2,193 1,139 780 530
Institution and/or Term

Admitted Enrolled Percent Yield
BSN
BSN - Fall
Fall 2007 Fall 2008 Fall 2009 and Spring TermsSpring
Fall 2010 2007-2011
2008 (Admitted/Enrolled/Yield
Spring 2009 Spring 2010) Spring 2011
95% 97%
Admitted80 69 71 66 66 62 71 69 72
92% 90% 90%
Enrolled 87% 60 65 63 58 88% 60 64 61 65 88%
Percent 70
Yield 87% 92% 95% 88% 97% 90% 88% 90%
60
50
Number of Students
40
30
20
10
20
10
0
69 60
Fall 2007 71 65
Fall 2008 66 63
Fall 2009 66 58
Fall 2010 62 2008
Spring 60 71 2009
Spring 64 69 2010
Spring 61 72 2011
Spring 65
Term
ABSN
225 ABSN - Fall, Spring, and Summer Terms 2007-2011 (Admitted/Enrolled/Yield )
Spring Spring Spring Spring Summer
200 Fall 2007 Fall 2008 Fall 2009 Fall 2010 2008 2009 2010 2011 2008
Admitted 65 73 61 71 80% 4180% 79%
110 80% 182
76%112 117
75%
Enrolled
175 72% 47 48 38 45 33 88 89 89 137
Percent Yield 72%66% 66% 62% 62% 63% 63% 80% 80% 79% 76% 75% 65%
150
Number of Students
125
100
75
50
25
0
65l l 2007
Fa 47 73l l 2008
Fa 48 61 l 2009
Fal 38 71 l 2010
Fal 45 41 33
Spri ng 110 88
Spri ng 112 89
Spri ng 117 89
Spri ng 182 137
Summer 178 143
Summer 218 141
Summer
2008 2009 2010 2011 2008 2009 2010
Term
ELCM
ELMSN-CM
Fall 2007 Fall 2008 Fall 2009 - Fall and Spring
Fall 2010 Terms
Spring 2007-2011
2008 Spring(Admitted/Enrolled/Yield
2009 Spring 2010 ) 2011
Spring
40 95%
Admitted 36 35 35 28 21 23 26 91% 23
Enrolled 24 24 24 20 20 21 20 20 87%
Percent 35
Yield 67% 69% 69% 71% 95% 91% 77% 87% 77%
71%
30 69% 69%
67%
25
Number of Students
20
15
10
0
36 24
Fall 2007 35 24
Fall 2008 35 24
Fall 2009 28 20
Fall 2010 21 2008
Spring 20 23 2009
Spring 21 26 2010
Spring 20 23 2011
Spring 20
Term
36 24
Fall 2007 35 24
Fall 2008 35 24
Fall 2009 28 20
Fall 2010 21 2008
Spring 20 23 2009
Spring 21 26 2010
Spring 20 23 2011
Spring 20
Term
ELFNP
ELMSN-FNP
Fall 2007 Fall 2008 Fall 2009 - Fall and Spring
Fall 2010 Terms
Spring 2007-2011
2008 (Admitted/Enrolled/Yield
Spring 2009 Spring 2010 ) 2011
Spring
Admitted40 36 33 38 29 25 26 25 25
88% 88%
Enrolled 24 24 24 24 21 22 84% 22 85% 22
83%
Percent 35
Yield 67% 73% 63% 83% 84% 85% 88% 88%
73%
30
67%
63%
25
Number of Students
20
15
10
0
36 24
Fall 2007 33 24
Fall 2008 38 24
Fall 2009 29 24
Fall 2010 25 2008
Spring 21 26 2009
Spring 22 25 2010
Spring 22 25 2011
Spring 22
Term
CRNA
CRNA Fall
Fall 2007 Fall 2008 Fall 2009 - Fall Terms 2007-2010 (Admitted/Enrolled/Yield )
2010
Admitted40 30 31 34 38
Enrolled 23 26 26 26 84%
Percent 35
Yield 77% 84% 76% 68%
77% 76%
30 68%
25
Number of Students
20
15
10
0
30 Fall 2007 23 31 Fall 2008 26 34 Fall 2009 26 38 Fall 2010 26
Term
Term
MOT MOT - Fall Terms 2007-2010 (Admitted/Enrolled/Yield )
70 Fall 2007 Fall 2008 Fall 2009 Fall 2010
Admitted 53 60 52 59
Enrolled60 35 38 36 36
Percent Yield 66% 63% 69% 61%
69%
50 66%
63%
61%
Number of Students
40
30
20
10
0
Term
MPA
MPA - Fall
Fall 2007 Fall 2008 Fall 2009 Fall2010
Terms 2007-2010 (Admitted/Enrolled/Yield )
70
Admitted 58 63 61 52
Enrolled 34 37 36 37
Percent 60
Yield 59% 59% 59% 71%
71%
50
59% 59% 59%
Number of Students
40
30
20
10
0
Term
Term
DPT
DPT - Fall
Fall 2007 Fall 2008 Fall 2009 Terms 2007-2010 (Admitted/Enrolled/Yield )
Fall 2010
Admitted90 82 83 77 78
Enrolled 32 32 32 36
80
70
60
Number of Students
50
46%
42%
40 39% 39%
30
20
10
0
Term
DPM DPM - Fall Terms 2007-2010 (Admitted/Enrolled/Yield )

120 Fall 2007 Fall 2008 Fall 2009 Fall 2010
Admitted 94 95 110 109
Enrolled
100 41 38 48 41
80
Number of Students
60 44% 44%
40%
38%
40
20
0
Term
Term
DNP
15 Spring 2011 DNP - Spring Term 2011 (Admitted/Enrolled/Yield )
Admitted 13 85%
Enrolled 11
Percent Yield 85%
10
Number of Students
0
13 Spring 2011 11
Term
100%
90%
80%
68% 70%
60%
50%
Percentage Yield
40%
30%
20%
10%
0%
780 530
100%
90%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
20%
10%
0%
72 2011
Spring 65
100%
Summer Summer
2009 2010
90%
178 218
143 80% 141
65%80% 70% 65%
60% Percentage Yield

50%
40%
30%
20%
10%
0%
43
r 218 141
Summer
2010
100%
87%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
23 2011
Spring 20
23 2011
Spring 20
100%
88%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
25 2011
Spring 22
100%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
26
26
100%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
36
100%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
0 37
0 37
100%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
0 36
100%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
0 41
0 41
100%
90%
80%
70%
60%
Percentage Yield
50%
40%
30%
20%
10%
0%
SAMUEL MERRITT UNIVERSITY DASHBOARD - RESOURCES
Annualized Faculty and Half-time + Staff Turnover Rates by academic year
Standard/Target: Turnover remains within target turnover rate of 2%
Two percent and less
Two to four percent
Greater than four percent
Faculty
Sep-10 Oct-10 Nov-10 Dec-10
N % N % N % N %
Total FT Employed 130 130 132 132
FT New Hires 1 1% 0 0% 2 2% 0 0%
FT Departures 0 0% 0 0% 0 0% 0 0%
Staff
N % N % N % N %
FT New Hires 3 2% 3 2% 2 2% 0 0%
FT Departures 2 2% 3 2% 0 0% 0 0%
Total Employees
N % N % N % N %
FT New Hires 4 2% 3 1% 4 2% 0 0%
FT Departures 2 1% 3 1% 0 0% 0 0%
Jan-11 Feb-11 Mar-11 Apr-11 May-11
N % N % N % N % N %
132 132 132 133 132
1 1% 0 0% 0 0% 1 1% 0 0%
1 1% 0 0% 0 0% 0 0% 1 1%

N % N % N % N % %
129 128 127 129 128
0 0% 0 0% 0 0% 2 2% 0 0%
1 1% 1 1% 1 1% 0 0% 1 1%

N % N % N % N % N %
261 260 259 262 260
1 0% 0 0% 0 0% 3 1% 0 0%
2 1% 1 0% 1 0% 0 0% 2 1%
DASHBOARD MENU
Jun-11 Jul-11 Aug-11

N % N % N %
132
0 0%
0 0%

N % N % N %
130
2 2%
0 0%

N % N % N %
262
2 1%
0 0%
Total Number of Full-Time Employees by Academic Year
2002-2003 2003-2004 2004-2005 2005-2006 2006-2007
Faculty 72 74 86 95 95
Asian 6 8 9 13 14
Black 2 1 2 2 3
Hispanic 1 1 3 3 2
Two or More Races 0 0 0 0 0
White 63 64 72 77 76
Staff 85 94 92 118 105
Asian 12 13 12 21 18
Black 14 20 18 26 23
Hispanic 6 5 6 9 6
White 52 55 55 62 58
Total 157 168 178 213 200
New Hires by Academic Year

2002-2003 2003-2004 2004-2005 2005-2006 2006-2007
Faculty 10 7 16 16 12
% of total employed 14% 9% 19% 17% 13%
Asian 1 2 1 4 3
Black 1 1 1
Hispanic 0 0 2 0 0
White 8 5 12 12 8
Staff 20 22 23 36 29
Asian 4 5 2 11 7
Black 1 6 3 9 7
Hispanic 2 1 3 3 2
White 13 10 15 13 12
Total 30 29 39 52 41
Terminates by Academic Year

2002-2003 2003-2004 2004-2005 2005-2006 2006-2007
Faculty 5 4 7 6 6
Asian 0 0 0 0 2
Black 1 0 0 0 0
Hispanic 0 0 0 1 0
White 4 4 7 5 4
Staff 13 25 10 18 25
Asian 4 3 2 3 7
Black 0 5 1 4 7
Hispanic 2 2 0 5 0
White 7 15 6 6 10
Total 18 29 17 24 31
DASHBOARD MENU
2007-2008 2008-2009 2009-2010 2010-2011

118 128 130 135
15 16 18 18
5 5 4 5
2 2 2 2
0 0 1 1
96 105 105 109
122 121 132 130
21 19 23 24
29 30 32 31
7 6 7 7
0 1 1 0
65 65 69 68
240 249 262 265
2007-2008 2008-2009 2009-2010 2010-2011

24 18 8 4
20% 14% 6% 3%
1 1 2 0
7% 6% 11% 0%
2 1
40% 0% 0% 20%
0 0 0 0
0% 0% 0% 0%
0 0 1 0
0% 0% 100% 0%
21 17 5 3
22% 16% 5% 3%
19 11 15 9
16% 9% 11% 7%
4 1 4 1
19% 5% 17% 4%
6 5 3 2
21% 17% 9% 6%
1 0 2 1
14% 0% 29% 14%
0 1 0 0
0% 100% 0% 0%
8 4 6 5
12% 6% 9% 7%
43 29 23 13
18% 12% 9% 5%
2007-2008 2008-2009 2009-2010 2010-2011

9 3 2 1
8% 2% 2% 1%
0 0 0 0
0% 0% 0% 0%
0 0 1 0
0% 0% 25% 0%
0 0 0 0
0% 0% 0% 0%
0 0 0 0
0% 0% 0% 0%
9 3 1 1
9% 3% 1% 1%
11 5 12 7
9% 4% 9% 5%
4 0 0 1
19% 0% 0% 4%
3 1 3 1
10% 3% 9% 3%
1 1 1 0
14% 17% 14% 0%
0 0 1 0
0% 0% 100% 0%
3 3 7 5
5% 5% 10% 7%
20 8 14 8
8% 3% 5% 3%
SAMUEL MERRITT UNIVERSITY DASHBOARD - STRATEGIC OBJECTIVES
Increased recognition through unpaid mentions of SMU in national and regional media
Standard/Target: Monthly average number of national/regional media mentions for the past three-month period
Monthly average 10 or higher
Monthly average higher than 5, lower than 10
Monthly average 5 or lower
Number of National/ Regional Media Mentions of SMU by Month

Calendar Year January February March April May
2007 1 0 0 0 1
2008 0 2 4 4 3
2009 9 6 15 21 6
2010 14 9 8 11 0
2011* 5 6 18 13 12
Total 29 23 45 49 22
Current Monthly Average for past four months

13.50
*Note: For the month of June 2011, an incident involving a student generated an unusually large amount of press releases, publications, an
difficult to account each media mention about SMU.
st three-month period
June July August September October November December

0 1 0 0 6 7 1
3 2 6 7 1 5 1
21 6 12 7 3 14 4
13 11 15 8 1 10 9
11
48 20 33 22 11 36 15
unt of press releases, publications, and broadcasts in the regional, national, and international media. There was so much media attention that it was
DASHBOARD MENU
Total
17
38
124
109
65
353
media attention that it was

Increased Faculty publications (peer reviewed), presentations, poster, honors, awards at the international or national level
Reporting Period: Academic Year
Number of Faculty publications (peer reviewed), presentations, poster, honors, awards at the international or national level compared to prior year
Green – 10% and above increase over previous academic year
Yellow – Less than 10% increase over previous academic year
Red – No increase over previous academic year
Percentage
Year Total Award Honor Presentation Publication increase/decrease
2005-2006 17 2 4 6 5
2006-2007 31 6 10 7 8 82%
2007-2008 13 0 2 3 8 -58%
2008-2009 30 4 5 9 12 131%
2009-2010 60 8 6 17 29 100%
mpared to prior year
DASHBOARD MENU
SAMUEL MERRITT UNIVERSITY DASHBOARD - STUDENT LEARNING AND SATISFACTION
Course Ratings
Reporting Period: Semester
Standard/Target: Number of programs on student evaluations with median course rating between 4 - 5 (very good or excelle
Green – All programs with a median rating above 4
Median Course Ratings by Program and Term

Term Nursing MOT
Fall 2010 4.09 3.97
Spring 2011 4.28 3.83
0= Very Poor, 1=Poor, 3=Fair, 4= Very Good, 5= Excellent
DASHBOARD MENU
en 4 - 5 (very good or excellent)
MPA DPM DPT All Programs

4.15 4.26 3.82 4.09
4.01 4.41 3.78 4.18
Faculty Ratings
Reporting Period: Semester
Standard/Target: Number of programs on student evaluations with median faculty rating between 4 - 5 (very good or excell
Green – All programs with a median rating above 4
Median Faculty Ratings by Program and Term

Term Nursing MOT
Fall 2010 4.50 4.05
Spring 2011 4.50 4.17
0= Very Poor, 1=Poor, 3=Fair, 4= Very Good, 5= Excellent
DASHBOARD MENU
n 4 - 5 (very good or excellent)
MPA DPM DPT All Programs

4.65 4.33 4.32 4.47
4.09 4.64 4.20 4.50
Progress on Strategic Objectives
Reporting Period: Revision Period
Standard/Target: Tasks done or on target by end of revision period
90% done or on target
80% - 89% done or on target
79% or less done or on target
SAMUEL MERRITT UNIVERSITY ONE-YEAR STRATEGIC OBJECTIVES

June 9, 2010 to June 1, 2011
THREE-YEAR GOAL: Become a nationally recognized, premier health
WHEN WHO
Executive Director, Office of the President

1
Stephanie Bangert
At the Sept. 2010 Board
meeting
2 President Sharon Diaz
At the June 2011 Board
June 2011 Board retreat
retreat
President Sharon Diaz and the VP for Academic
3
Affairs Scot Foster
By April June 2011
4 President Sharon Diaz
At the June 2011 Board

retreat
5
Stephanie Bangert
At the Nov. 2010 Board
meeting
6. At the Feb. 2011 Board Executive Director, Office of the President

meeting Stephanie Bangert
7
Stephanie Bangert
At the April September 2011
Board meeting
THREE-YEAR GOAL: Become a nationally recognized, premier health sciences university (continue
WHEN WHO
8 Provost and VP for Academic Affairs Scot Foster
By June 1, 2011
Provost and VP for Academic Affairs Scot Foster,
9
in collaboration with Dean Audrey Berman
By Jan. 1, 2011

10
Stephanie Bangert
At the April 2011 Board

meeting
By April 30, 2012

THREE-YEAR GOAL: Secure endowment, capital, scholarship and other funds to meet the universi
WHEN WHO
Executive Director of Development Sue Valencia

1 in consultation with Greenwood Consultants,
Tom Drese , President Diaz and ABSMC CEO
By March 1, 2011
2
By March 31, 2011June Board Member Al Peters, working with the Board
Board Retreat Development Committee
Fund Development Committee (Chair Tom
3 Drese-lead), working with Executive Director of
Development Sue Valencia
By Dec. 31, 2010
Acting VP for Academic Affairs Penny Bamford
4
and Scot Foster VP for Academic Affairs
At the Feb. 2011 Board
meeting
VP for Enrollment and Student Services John

5
Garten-Shuman
By June 1, 2011
6 Executive Director of Development Sue Valencia
By December 31, 2010

THREE-YEAR GOAL: Create a culturally diverse university
WHEN WHO
Equity and Inclusivity (Diversity) Curriculum

1 Development Committee (VP of Enrollment and
Student Services John Garten-Shuman, lead)
By Aug. 1, 2010
VP of Enrollment and Student Services John
2
Garten-Shuman
Beginning at the Sept. 2010
Board meeting and at each
Board meeting thereafter
President Sharon Diaz working with Director of

3
Diversity
By December 1, 2010 Fall

2011

4 Garten-Shuman and Provost and VP for
Academic Affairs Scot Foster
By June 1, 2011
By June 1, 2011
THREE-YEAR GOAL: Secure appropriate space to address current Samuel Merritt University needs
WHEN WHO
1 Chief Financial Officer Greg Gingras
Beginning at the Sept. 2010

Board meeting and at each
Board meeting thereafter
President Sharon Diaz and CFO Greg Gingras,
2
working with ABSMC CEO
By Nov. 1, 2010
President Sharon Diaz and CFO Greg Gingras,

3
working with ABSMC CEO
By Jan. 1, 2011
Chief Financial Officer Greg Gingras-lead,

4
President Sharon Diaz, ABSMC CEO
By Feb. 1, 2011
THREE-YEAR GOAL: Enhance the relationship with Sutter Health
WHEN WHO

Garten-Shuman-lead, working with HR Director
1
Elaine Lemay, VP Finance Greg Gingras and
AAVP Penny Bamford
By Aug. 15, 2010
2 President Sharon Diaz and ABSMC CEO
At the Sept. 2010 Board
meeting
President Sharon Diaz - lead, ABSMC CEO, and
3 Board members in common Mary Brown, Tom
Drese, Con Hopper, David Frey
meeting
President Sharon Diaz, ABSMC CEO, and Board

4
members Mary Brown, Tom Drese, Con Hopper

meeting
OBJECTIVES
-YEAR STRATEGIC OBJECTIVES
OAL: Become a nationally recognized, premier health sciences university
WHAT STATUS
Present to the Board the revised Marketing Brand

DONE
Platform.
Present to the Board for review the revised

ON TARGET
dashboard performance indicators relative to
targets.
Secure approval from Sutter Health for the DELAYED
Pharm.D program. (Plan is to submit accreditation

application in January 2012 unless Sutter Health
disapproves Pharm.D prior to then.)
Present to the Board for review the dashboard
performance indicator benchmarks divided by ON TARGET
appropriate timeframes.
Report to the Board the status of WASC approval

DONE
of the DNP Program.
Present to the Board the recommended “SMU

DONE
Brand”.
Report to the Board indicators for the successful
DELAYED
implementation of the SMU Brand.
cognized, premier health sciences university (continued)
WHAT STATUS
Hire a permanent Dean for Pharm D. ON TARGET

Begin the DNP Program. DONE
Report on the launch of the Marketing Campaign in

ON TARGET
institutional publications and in the SMU website.
Secure initial approval from ACPE for the Pharm.D.

ON TARGET
Program.
pital, scholarship and other funds to meet the university’s needs
WHAT STATUS
Complete Fundraising Study for School of

DONE
Pharmacy
Recruit at least one Board Member with

DELAYED
philanthropic interests and resources.
Raise a total of $4 million for restricted purposes. NOT MET
Present to the Board a plan for increasing research

ON TARGET
productivity, including incentives.
Report to the Board the results of a study to

redesign the grant aid program to assist in WILL NOT BE MET
attracting new students.
Increase the number of major gift donors ($10,000

and above) from the 2007 – 2009 average of 12 DONE
gifts to a total of 14 gifts (16.7 percent increase).
se university
WHAT STATUS
Select or develop a mandatory training program for

faculty, staff and students to enhance diversity,
DONE
equity and inclusivity at SMU and present to
President Sharon Diaz for approval.
Report to the Board on the progress of the

ON TARGET
mandatory training program.
Establish anticipated outcomes of Equity and
Inclusivity Plan to guide program planning,
DELAYED
determine highest needs, and evaluation
methodology.
Have implemented at least five strategies early in

the year from the Equity and Inclusivity Plan to
increase the enrollment of African-American
student enrollment to at least four percent and the
ON TARGET
Hispanic/Latino student enrollment to at least
seven percent and to achieve measurable results
by yearend and by the end of each admission
cycle.
Have implemented at least three strategies from

the Equity and Inclusively Plan to increase the
number (to be recommended to the Board) of ON TARGET
African-American and Hispanic/Latino faculty by
year end and by each term thereafter.
ce to address current Samuel Merritt University needs and expansion
WHAT STATUS
Report to the Board on the progress of relocating

DONE
offices and the construction of Peralta Pavilion.
Obtain a firm plan from ABSMC for adequate

ON HOLD
space for the PharmD program.
Obtain firm commitment from ABSMC on the

timeline to occupy space on the 2nd, 3rd, and 4th
floors of the Peralta MOB to accommodate existing
program and lab expansion.
ON HOLD
In consultation with the Facilities Committee
determine unmet facilities needs, and funding
ON HOLD
required to occupy the 2nd, 3rd, and 4th floors of the
Peralta MOB as they become available.
p with Sutter Health
WHAT STATUS
Identify benefits of being a part of Sutter Health

and communicate them on and ongoing basis to DONE
the SMU community.
Develop and present to the Board strategies to
DONE
enhance SMU and ABSMC alignment.
ON HOLD
Present to the Board a plan to increase SMU ON HOLD
access to Sutter Health capital.
Present to the Board a plan to demonstrate the

ON HOLD
visibility and value of SMU to the Sutter System.
DASHBOARD MENU
iversity
COMMENTS
COMMENTS
Given SH funding cycle, will hire

Dean as soon as funding is secured.
Date changed by ACPE.
COMMENTS
RAISED $3.3M
Will be delayed and perhaps not

completed. Consultant costs exceed
budgeted amount, awaiting first
quarter financial results to determine
if feasible to proceed.
17 gifts of $10,000 or more were

received in 2010
COMMENTS
ion
COMMENTS
COMMENTS
Ready to implement to discuss with
David Bradley when appropriate
Audit Adjustments and Findings YTD
Reporting Period: Episodic
Standard/Target: Number of notable items
No Items
1-2 Items
3 or more Items
Audit Adjustments
Number of Findings
Hood & Strong External Audit for CY 2010 0
Cal Grant Audit 2009-2010 2
Ernst & Young A-133 Audit for CY 2009 2
Workers' Compensation Audit for CY 2009 0
403b Deferred Compensation Audit for 2010 0
Total Findings 4
DASHBOARD MENU
Substantive Accreditation Issues
Reporting Period: Episodic
Standard/Target: Number of Programs in good standing
All Programs
Any program with substantive citations
Any program on probation OR threat to SMU regional accreditation
Program Accrediting Organization
Accreditation
Master of Occupational Therapy Council for
(MOT) Occupational Therapy Education
(ACOTE)
Bachelor of Science in Nursing (BSN) California Board of

Master of Science in Nursing - Family Registered Nursing
Nurse Practitioner (MSN-FNP) (BRN)
Commission on
Bachelor of Science in Nursing (BSN) Collegiate Nursing
Master of Science in Nursing (MSN) Education (CCNE)
Commission on Accreditation in
Doctor of Physical Therapy (DPT) Physical Therapy Education (CAPTE)
Master of Science in Nurse Anesthesia Council on Accreditation of Nurse

Anesthesia Educational Programs
(CRNA) (COA)
Accreditation Review Commission on

Master Physician Assistant (MPA) Education for the
Physician Assistant (ARCPA)
Council on Podiatric Medical

Doctor of Podiatric Medicine (DPM) Education (CPME)
Note: Above data also required for WASC Data Exhibit 8.1
G AND SATISFACTION
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Creek, GA 30097 2007 2011
(770)476-1224
9312 Old Georgetown Road,

Bethesda, MD 20814 2006 2014
(301) 581-9200
DASHBOARD MENU
Key issues for continuing institutional Substantive

attention identified in accreditation Accreditation
action letter Issues
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Standard B7.04h The program must

document that every student has
supervised clinical practice experiences None
in - psychiatry and/or behavioral
medicine
No citations None

SMU Dashboard Performance Indicators

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SMU Dashboard Performance Indicators

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SAMUEL MERRITT UNIVERSITY DASHBOARD

INDICATOR # INDICATOR REPORTING STANDARD

Turnover remains within target turnover rate of 2%.

Regular faculty and staff turnover

INDICATOR # INDICATOR REPORTING STANDARD

Last Update: July 20, 2011

Samuel Merritt University

Note 1 - Allocation of Sacramento Direct Overhead

Net Operating Total Operating Percentage

muel Merritt University

Samuel Merritt University

For the Six Months Ended June 30, 2011

TOTAL OPERATING REVENUE 25,859,568 103.8% 26,705,543

NET OPERATING REVENUE 24,919,996 100.0% 25,796,383

TOTAL OPERATING EXPENSES 22,659,790 100.0% 23,953,704

OPER INC/(LOSS) PRE ALLOCATION 2,260,206 1,842,679

NET OPERATING INCOME/(LOSS) 2,260,206 1,842,679

Interest Income 181,738 125,002

NET INCOME/(LOSS) 3,992,240 2,242,683

onths Ended June 30, 2011

93.2% (797,291) -3.3%

103.6% (845,975) -3.2%

0.0% (1,613) n/a

100.0% (876,387) -3.4%

55.8% 191,404 1.4%

100.0% 1,293,914 5.4%

Samuel Merritt University

For the Five Months Ended May 31, 2011

TOTAL OPERATING REVENUE 22,408,570 104.2% 23,066,603 104.6%

NET OPERATING REVENUE 21,510,458 100.0% 22,188,555 100.0%

TOTAL OPERATING EXPENSES 19,091,480 100.0% 20,053,958 100.0%

OPER INC/(LOSS) PRE ALLOCATION 2,418,978 2,134,597

NET OPERATING INCOME/(LOSS) 2,418,978 2,134,597

Interest Income 115,584 104,169

NET INCOME/(LOSS) 4,604,758 2,467,935

ded May 31, 2011

Dollars Raised YTD Dollars YTD % Dollars Raised YTD Dollars

9% $404,194.00 $685,228.84 21% $211,918.53 $897,147.37

29% $300,724.83 $1,197,872.20 37% $94,596.09 $1,292,468.29

46% $93,241.34 $1,377,233.15 49% $30,350.08 $1,404,824.13

51% $109,981.28 $1,504,807.11 55% $408,218.05 $1,875,914.43

60% $382,369.97 $2,223,523.49 71% $787,530.73 $2,939,460.52

These data were last updated on 03/03/2018

Jan-11 Feb-11 Mar-11 Apr-11

May-11 Jun-11 Jul-11 Aug-11 Sep-11 Oct-11 Nov-11 Dec-11

9,000 USC Institutional

Institution and/or Term

DPM DPM - Fall Terms 2007-2010 (Admitted/Enrolled/Yield )

60% Percentage Yield

Jan-11 Feb-11 Mar-11 Apr-11 May-11

Jan-11 Feb-11 Mar-11 Apr-11 May-11

Jun-11 Jul-11 Aug-11

Jun-11 Jul-11 Aug-11

Jun-11 Jul-11 Aug-11

New Hires by Academic Year

Terminates by Academic Year

2007-2008 2008-2009 2009-2010 2010-2011

2007-2008 2008-2009 2009-2010 2010-2011

2007-2008 2008-2009 2009-2010 2010-2011

Number of National/ Regional Media Mentions of SMU by Month

Current Monthly Average for past four months

June July August September October November December