Budget and Finance reports 02.BFR Finding aid prepared by Natalie Morath, Amber Davis This finding aid was produced using the Archivists' Toolkit June 19, 2018 Describing Archives: A Content Standard Eastern Michigan University Archives 2012 October 29 Halle Library, Room 310 Ypsilanti, Michigan, 48197 734-487-2673 lib_archives@emich.edu
Table of Contents Summary Information... 3 Scope and Contents... 4 Administrative Information...4 Controlled Access Headings...5 Collection Inventory... 6 Expenditures by Account...6 Memorandum... 8 Press... 8 Reports... 10 - Page 2 -
Summary Information Repository Eastern Michigan University Archives Title Budget and Finance reports Date [inclusive] 1920-2011 Extent 19.0 Linear feet 7 record center cartons, 30 archive boxes Language English Abstract The Budget & Finance reports detail the financial activities and budgetary decision at Eastern Michigan University from 1961 through 2011. In addition to a wide variety of reports that are organized by the title of the report, the collection includes series of materials related to Expenditures by Account, Memorandum, and Press related materials. Preferred Citation note Please cite materials from the University Archives in the following manner: Item. Collection Title. Eastern Michigan University Archives. - Page 3 -
Scope and Contents The Budget & Finance reports detail the financial activities and budget planning at Eastern Michigan University. Materials in the collection dates from 1920 to 2011 and are arranged into four record groups: Expenditures by Account, Memorandum, Press, and Reports. Expenditures by Account record group includes budget requests and allocations of programs, departments and offices at the Michigan State Normal College. The materials in this record group are arranged alphabetically by the name of the program, department or office and the dates range from 1920-50. The Memorandum record group is the smallest and includes memorandum from the 1990s. The Press record group includes clippings, newsletter, news releases and promotional videos. Materials in these series are arranged chronologically. The reports record group includes 11 series of materials includeing Annual reports, Budget Management report, General Fund Operating reports, and Enrollment reports to name a few. Each series varies in the number of reports most being published in tandem or to support the Annual reports. The aforementioned report is the most comprehensive series which is a complete run of Annual reports starting in 1961 through 2011. A number of reports that have restricted access due to the personal identifying information in the reports. Administrative Information Publication Information Eastern Michigan University Archives 2012 October 29 Revision Description Added items to the collection 2015 October 23, 2018 May 17 Conditions Governing Access note Researchers are asked to request materials 24 hours prior to visiting the the University Archives. Conditions Governing Use note Records in the Personnel reports series are closed for general research. Please contact the University Archives with questions. - Page 4 -
Controlled Access Headings Subject(s) Budget College administrators Eastern Michigan University Finance - Page 5 -
Expenditures by Account Collection Inventory Expenditures by Account Athletics Budget Material 34 1 Athletic Field Improvement 34 2 *Board of Regents 2000-2007 Monthly Reports 2000-2006 Boiler House 1927-1942 34 3 Contruction Material Bids 1930-1940 34 4 Department Budgets and Accounts 1927-1931 34 5 Enrollment Accounts 1933-1939 34 6 Expenditure Figures for Questionarres 1930-1939 34 7 Freshmen Class 1925-1933 34 8 - Page 6 -
Monthly Reports General Fund 1926-1938 34 9-10 Imprest Cash 1926-1933 34 11 Junior Class 1927-1933 34 12 Land Grant June 1936 - December 1941 34 13 Men's Union 1926-1932 34 14 Michigan Bell Telephone 1940-1941 34 15 Michigan State Normal Bank Account Lists 34 16 Morrison House July 1937-June 1938 34 17 Senior Class 1929-1933 34 18 Social Fund 1936-1939 34 19 Sophmore Class 1927-1933 34 20 Student Assistants 1938-1939 34 21 Sundries 1930-1932 34 22 Table Showing Fuel Costs 1936-1943 34 23 - Page 7 -
Memorandum Transportation 1929-1946 34 24 Walter O. Smith 1926-1927 34 25 Memorandum Memorandum on Accounting Procedures, 1990 1990 9 1 Memorandum Covering Suggestions for Improving Accounting Procedures, 1992 1992 9 2 Memorandum on Accounting Procedures, 1993 1993 9 3 Management Recommendations Memorandum, 1998 1998 9 4 Management Recommendations Memorandum, 1999 1999 9 5 Press Clippings 1930-1939 34 38 1950-1959 34 39 - Page 8 -
Newletters 1960-1969 34 40 1970-1979 34 41 1980-1984 34 42 1985-1989 34 43 Newletters It's your Business 1989-1992 34 47 Staff Notes 1957-1962 34 48 1990-1994 34 44 1995-1999 34 45 2000-2011 34 46 News Releases 1981-1989 34 49 1990-1999 34 50 - Page 9 -
Videos 2000-2003 34 51 Videos Auxiliaries budget 1991 33 1 Auxiliary Enterprise Fund: Operating Fund Budgets 1991-1992 33 2 Reports Annual reports 1961-2004 1961 1 1 1962 1 2 1963 1 3 1964 1 4 1965 1 5 1966 1 6 - Page 10 -
Annual reports 1967 1 7 1968 1 8 1969 1 9 1970 1 10 1971 1 11 1972 1 12 1973 1 13 1974 1 14 1975 1 15 1977 1 17-19 1978 1 20-22 1976 1 16 1979 1 23-24 1980 - Page 11 -
Annual reports Annual Report 1 25-27 Audited Financial Statements 1980 1 28 Report on Examination 1980 1 29-30 1981 1 31-32 1982 1 33-35 1983 1 36-38 1984 Annual Report 1 43-44 Financial Statements and Additional Information 1984 1 39-42 1985 Annual Report 1 47-48 Financial Statements, 1985 1985 1 45-46 - Page 12 -
Annual reports 1986 Annual Report 2 Financial Statements, 1986 1986 2 3-5 1987 2 6-7 1988 2 8 1989 2 9 1990 2 10 1991 2 11 1992 2 12-13 1993 2 14 1994 2 15-16 1995 2 17 - Page 13 -
Annual reports 1996 2 18-20 1997 2 21-22 1998 2 23-24 1999 Annual Report 2 25 Consolidated Financial Statements and Supplementary Information as of June 30, 1999 and 1998: Together with Auditors' Report September 21, 1999 36 8 2000 2 26 2001 Annual Report 2 27 Financial Statements and Supplemental Information as of June 30, 2001 and 2000 Together with Auditors' Report September 25, 2001 36 9 2002 - Page 14 -
Annual reports Annual Report 2 28 Financial Statements and Supplemental Information as of June 30, 2002 and 2001 Together with Auditors' Report September 24, 2002 36 10 2003 2 29 2004 Annual Report 2 30 Financial Statements and Supplemental Information as of June 30, 2004 and 2003 Together with Auditor's Report September 21, 2004 36 11 2005 Annual Report 2 31 Financial Statements and Supplemental Information as of June 30, 2005 and 2004 Together with Auditors' Report September 20, 2005 36 12 2007 - Page 15 -
Auxiliary Fund reports Financial Statements and Supplemental Information as of June 30, 2006 and 2007 Together with Auditors' Report September 14, 2007 36 13 Auxiliary Fund reports Administrative Resource Plan 1995-1996 2 32-33 1997-1998 2 37-38 2000-2001 2 40-41 2001-2002 36 14 2002-2003 2 44-45 Object Resource Planning/Manpower Summary 1977-1978 35 2 Resource Planning Development June 9, 1978 35 3 Auxiliary Budget Planning March 27, 1996 2 36 Object - Page 16 -
Budget Request reports 1977-1978 34 1 1982-1983 22 1 1983-1984 22 2 1984-1985 22 3 1985-1986 22 4 1986-1987 22 5 1991-1992 22 6 1993-1994 22 7 1994-1995 23 1-2 1996-1997 23 3-4 Budget Request reports 1995-1996 4 1 1996-1998 4 2 - Page 17 -
Budget Request reports 1997-1998 4 3 2003-2004 4 4 2004-2005 4 5 2005-2006 4 6 2006-2007 4 7 2007-2008 4 8 2008-2009 4 9 1941-1943 16 1 1943-1945 16 2-3 1945-1946 16 4 1946-1947 16 5 1947-1949 16 6 1948-1949 16 7 1949-1950 16 8 - Page 18 -
Budget Request reports 1950-1951 16 9-10 1950-1957 16 11 1951-1952 16 12 1951-1953 16 13 1952-1953 16 14 1953-1954 16 15-16 1952-1955 16 17 1954-1955 17 1 1955-1956 17 2 1956-1957 17 3 July 30, 1957 17 4 1958-1959 17 5 1959-1960 17 6 1961-1962 17 8-9 - Page 19 -
Budget Request reports 1962-1963 17 10 March 1964 17 11 1964-1965 17 12 June 1965 17 13 1965-1966 17 15 1966-1967 18 1 1967-1968 18 2 1968-1969 18 3 1969-1970 18 4 1970-1971 18 5 1972-1973 18 6 1973-1974 19 1 1974-1975 19 2-3 1975-1976 19 4 - Page 20 -
Budget Request reports 1976-1977 20 1-2 1977-1978 20 3 1978-1979 20 4 1980-1981 20 5 1981-1982 20 6 1982-1983 20 7 1983-1984 20 8 1984-1985 20 9 1985-1986 21 1 1986-1987 21 2 1987-1988 21 3 1988-1989 21 4 1989-1990 21 5 1990-1991 21 6 - Page 21 -
Budget Request reports 1991-1992 21 7 1992-1993 21 8 1993-1994 21 9 1994-1995 21 10 1998-1999 36 3 1999-2000 21 11 1998-1999 23 5-6 1999-2000 23 7-8 1997-1998 23 9 1998-1999 23 10 1999-2000 23 11 Budget Plan 1995-1996 2 34 2000-2001 2 42 - Page 22 -
Budget Request reports 2001-2002 36 14 2002-2003 3 1 Detailed Operating Budget 1995-1996 2 35 1979-1980 26 1 1980-1981 26 2 1983-1984 26 3 1984-1985 26 4 1985-1986 26 5 1986-1987 26 6 1992-1993 26 7 1993-1994 27 1 1994-1995 27 2 1996-1997 27 3 - Page 23 -
Budget Request reports 1997-1998 2 39 1998-1999 27 4 1999-2000 27 5 2000-2001 2 43 2001-2002 36 1 2002-2003 3 2 Executive Summary 1984-1985 15 1 1985-1986 15 2-3 1986-1987 15 4-5 1990-1991 15 6 1992-1993 15 7 1993-1994 15 8 - Page 24 -
Base Budget reports 1994-1995 15 9 Staff Position Listing 2001-2002 36 2 Base Budget reports 1995-1996 3 3-4 Budget Management reports 1987-1988 30 4 1988-1989 30 5 1989-1990 30 6 1990-1991 30 7 1991-1992 31 1 1992-1993 31 2 1993-1994 31 3 - Page 25 -
Budget Request 1994-1995 31 4-5 1995-1996 3 5 1997-1998 32 1 1990-2000 32 2 1999-2000 3 6 2001-2002 3 7 2005-2006 3 8 Budget Request 1995-1996 37 9 1996-1998 37 10 General Fund Budget Amendment Reports 1986-1987 32 3 1987-1988 32 4 - Page 26 -
General Fund Operating reports 1988-1989 32 5-6 1989-1990 32 7 1992 January 37 11 1994-1995 32 8 General Fund Operating reports General Operating Fund Budget 1965-1966 5 7 Operating & Capital Outlay Budget Requests 1971-1972 5 8 1979-1980 28 1-2 1980-1981 28 3-4 1981-1982 28 5-6 1982-1983 29 1-2 1983-1984 29 3 1986-1987 29 4-5 - Page 27 -
General Fund Operating reports 1987-1988 29 6 1988-1989 37 1 1989-1990 30 1 1990-1991 37 2 1991-1992 30 2 1992-1993 37 3 1993-1994 37 4 1994-1995 37 5 1995-1996 5 9 1996-1997 37 6 1997-1998 30 3 1999-2000 37 7-8 2000-2001 5 10-11 2001-2002 6 1-2 - Page 28 -
General Resource Plan 2002-2003 6 3-4 2003-2004 6 5-7 2004-2005 7 1-3 2005-2006 7 4-6 2006-2007 7 7-9 2008-2009 8 1-3 2009-2010 8 4-6 2010-2011 8 7-8 General Resource Plan 1977-1978 24 1 1978-1979 24 2 1979-1980 24 3 1980-1981 24 4 - Page 29 -
Enrollment 1981-1982 24 5 1982-1983 24 6 1983-1984 24 7 1984-1985 25 1 1985-1986 25 2 1986-1987 25 3 1987-1988 25 4 1989-1990 25 5 1992-1993 25 6 Enrollment 1938-1947 2 34 Information Concerning the College 1937-1939 4 10 Information Relating to Enrollment 1938-1940 36 6 Information Concerning the College 1941-1943 36 5 Personal Information Concerning Students 1934-1936 4 11 - Page 30 -
Other Presentations, Programs and Reports 1936-1938 4 12 1938-1940 4 13 1939-1941 4 14 1941-1943 5 1 1942-1944 5 2 1944-1947 5 3 1947-1951 5 4 1951-1955 5 5 1954-1959 5 6 Other Presentations, Programs and Reports 1985-2011 Above-Base Proposals 1985-1986 15 10 Audit Report 15 18 Audit Report General and Library funds 1937-1938 34 26 - Page 31 -
Other Presentations, Programs and Reports Audit of Salary fund 1925-1928 34 27 Audited Financial Statements June 30,1980 15 14 1977-1978 Budget Brief 15 16 1978-1979 Budget Brief 15 17 Budget Overview 2010-2011 9 7 Budget Presentation 1976-1977 9 6 Budget Recapitulation 1949-1951 34 28 Departmental Staff Summary 1976-1977 15 19 Departmental Uniqueness Awards 1985-1986 36 7 EMU-retention Data Base 1988 15 36 FY89 Appropriations Februaury 26, 1988 15 13 FY 1990-91 Appropriations April 25, 1990 15 11-12 Funding Analysis 1986-1987 15 22 General Fund/ Function 8 1985-1986 15 21 - Page 32 -
Other Presentations, Programs and Reports General Fund Expenditures 1992-1993 15 23 General Fund Operating Budgets 15 24 Handbook of Compiled Statistics 1976 9 8 House Approriations 1997-2004 34 35 Institutional Priorities 1986-1988 15 25-27 Institutional Program Plan May 1, 1972 34 36 National Direct Student Loan Program College Work-Study Program Report on Examination 1981-1982 15 28-29 National Direct Student Loan Program College Work-Study Program Financial statments and Additional Information 1982-1983 15 30-31 Program Improvement Proposals 1999-2000 1996-1997 37 14 1999-2000 9 9 Report on Examination June 30, 1981 15 15 - Page 33 -
Personnel reports Report on OMB Circular A-133 2001 9 10 Report on Self-Liquidating Projects 1948 9 11 Reports and Micelleanous Materials 1920-1949 34 29-31 Reports and Micelleanous Materials 1955-1989 34 32 Reports and Micellaneous Materials 1990-1999 34 33 Residences and other Facilities with pledged Income EMU 1980-1982 15 32-35 Staffing Summary 1978-1979 15 20 Student's Fees and Tuition 1935-1940 34 37 Undated 34 34 Personnel reports Faculty 1995-1996 10 1 2000-2001 10 2 - Page 34 -
Faculty/Staff 2001-2002 10 3 2002-2003 10 4 1987-1988 11 1 1988-1989 11 2 May 25, 1988-1989 11 3 June 14, 1989-1990 11 4 1990-1991 11 5 1993-1994 11 6 April 29, 1994-1995 11 7 Fall 1994 37 12 Fall 1995 37 13 April 29, 1996-1997 11 8 1997-1998 36 4 Faculty/Staff - Page 35 -
Staff 1990-1991 12 1-2 1991-1992 12 3-4 1992-1993 12 5-6 1994-1995 12 7 Staff 1987-1988 13 1 1988-1989 13 2 1989-1990 13 3-4 1990-1991 13 5 1991-1992 13 6-7 1992-1993 13 8-12 1993-1994 13 13-15 1994-1995 13 16-19 - Page 36 -
Staff 1995-1996 10 5-8 1996-1997 14 1-3 1997-1998 10 9 1998-1999 14 4 2000-2001 10 10-11 2001-2002 10 12 2002-2003 10 13-14 2003-2004 10 15 2004-2005 10 16 2005-2006 10 17 2006-2007 10 18 2008-2009 10 19 2009-2010 10 20 2010-2011 10 21 - Page 37 -