IVM Financial Health Score
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Institutional Viability Metric (IVM) Calculator

Input values into the boxes below, which will populate the six IVM indicators. “X” represents a given year for which you are scoring your institution. Some inputs are in fiscal year (FY) terms while others are in fall terms.

Note: For graduation rate and retention rate, you do not need to type a % symbol after the input.

The adjacent numbers below indicators are thresholds: less than first number = score of 1 (at risk); between first and second = 2 (monitor); greater than second = 3 (stable). The weighted score average = overall financial health score.

Profit margin
-5% 0%
Reserve ratio (net assets/expenses)
0.7 1
Enrollment growth L5Y
-5% -2%
Net tuition per FTE growth L5Y
-5% 0%
6Y bachelor’s graduation rate
60% 80%
FT retention rate
70% 85%

Scores

(Weights below)
0
25%
0
25%
0
20%
0
15%
0
10%
0
5%
0
0
0
0
0
0

Overall score

0
Status
At risk
Monitor
Stable
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EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.