Report 01-9 Exhibits I-L

Board Report #01-9

Exhibits I - L

Need-Based Financial Assistance
Independent Colleges and Universities

EXHIBIT I

1999-2000
Independent Colleges & Universities
Need-Based Financial Assistance

Number of Students Receiving Financial Assistance 18,284

Total Cost of Education $336,783,321

- Expected Family Contribution (EFC) $122,961,492

= Total Need $213,821,829

Total Need $213,821,829

- Total Need-Based Assistance $142,453,626

= Total Unmet Need $71,368,203

Number
of Awards Total
Dollars Average
Award % of Total
Aid Spent

Total Federal Assistance 30,340 $72,111,775 $2,377 50.62%

Total Institutional Assistance 11,956 $47,908,096 $4,007 33.66%

Total Other Assistance 164 $357,997 $2,183 0.25%

Total Private Assistance 1,485 $2,619,864 $1,764 1.84%

Total State Assistance 11,133 $19,455,894 $1,748 13.66%

Total Need-Based Assistance 55,078 $142,453,626 $2,586 100.00%

	Number of Awards	Total Dollars	Average Award	% of Total Aid Spent
Total Federal Assistance	30,340	$72,111,775	$2,377	50.62%
Total Institutional Assistance	11,956	$47,908,096	$4,007	33.66%
Total Other Assistance	164	$357,997	$2,183	0.25%
Total Private Assistance	1,485	$2,619,864	$1,764	1.84%
Total State Assistance	11,133	$19,455,894	$1,748	13.66%
Total Need-Based Assistance	55,078	$142,453,626	$2,586	100.00%

1999-2000 Independent Colleges and Universities
Pecentage of Need Based Assistance

need-based aid chart

Some definitions regarding need-based and non-need-based aid were clarified on the 1999-2000 WISSIS data collection tool which may lead to funds being placed in different categories compared to previous years. Examples of this include Total Institutional Assistance vs. Total Other Assistance and need-based vs. non-need-based loan volume.

EXHIBIT J

1999-2000
Independent Colleges and Universities
Breakdown of Need-Based Financial Assistance Spent

Number
of Awards Total
Dollars Average
Award % of Total
Aid Spent
Federal Assistance

EMPLOYMENT 3,030 $3,560,844 $1,175 2.50%

Federal Work Study 3,030 $3,560,844 $1,175 2.50%

GRANTS 11,182 $16,047,169 $1,435 11.26%

BIA Grants 308 $985,016 $3,198 0.69%

Pell Grants 6,735 $11,619,309 $1,725 8.16%

SEOG 4,139 $3,442,844 $832 2.42%

LOANS 16,128 $52,503,762 $3,255 36.86%

Perkins Loans 2,355 $4,454,132 $1,891 3.13%

Stafford Loans 11,773 $48,049,630 $3,489 33.73%

Total Federal Assistance 30,340 $72,111,775 $2,377 50.62%

Institutional Assistance

Employment 610 $1,619,339 $2,655 1.14%

Grants 10,932 $45,667,373 $4,177 32.06%

Loans 414 $621,384 $1,501 0.44%

Total Institutional Assistance 11,956 $47,908,096 $4,007 33.63%

Other Assistance (1)

Total Other Assistance 164 $357,997 $2,183 0.25%

Private Assistance

Total Private Assistance 1,485 $2,619,864 $1,764 1.84%

State Assistance Administerd by HEAB

Hearing & Visually Handicapped Student Grant 10 $16,200 $1,620 0.01%

Indian Student Assistance Grant 313 $280,562 $896 0.20%

Minority Undergraduate Retention Grant 290 $333,736 $1,151 0.23%

Talent Incentive Program Grant 928 $1,065,834 $1,149 0.75%

Wisconsin Higher Education Grant - Tribal 299 $374,868 $1,254 0.26%

Wisconsin Tuition Grant 9,293 $17,384,694 $1,871 12.20%

Total State Assistance 11,133 $19,455,894 $1,871 13.66%

TOTAL NEED-BASED ASSISTANCE 55,078 $142,453,626 $2,586 100.00%

	Number of Awards	Total Dollars	Average Award	% of Total Aid Spent
Federal Assistance
EMPLOYMENT	3,030	$3,560,844	$1,175	2.50%
Federal Work Study	3,030	$3,560,844	$1,175	2.50%
GRANTS	11,182	$16,047,169	$1,435	11.26%
BIA Grants	308	$985,016	$3,198	0.69%
Pell Grants	6,735	$11,619,309	$1,725	8.16%
SEOG	4,139	$3,442,844	$832	2.42%
LOANS	16,128	$52,503,762	$3,255	36.86%
Perkins Loans	2,355	$4,454,132	$1,891	3.13%
Stafford Loans	11,773	$48,049,630	$3,489	33.73%
Total Federal Assistance	30,340	$72,111,775	$2,377	50.62%
Institutional Assistance
Employment	610	$1,619,339	$2,655	1.14%
Grants	10,932	$45,667,373	$4,177	32.06%
Loans	414	$621,384	$1,501	0.44%
Total Institutional Assistance	11,956	$47,908,096	$4,007	33.63%
Other Assistance (1)
Total Other Assistance	164	$357,997	$2,183	0.25%
Private Assistance
Total Private Assistance	1,485	$2,619,864	$1,764	1.84%
State Assistance Administerd by HEAB
Hearing & Visually Handicapped Student Grant	10	$16,200	$1,620	0.01%
Indian Student Assistance Grant	313	$280,562	$896	0.20%
Minority Undergraduate Retention Grant	290	$333,736	$1,151	0.23%
Talent Incentive Program Grant	928	$1,065,834	$1,149	0.75%
Wisconsin Higher Education Grant - Tribal	299	$374,868	$1,254	0.26%
Wisconsin Tuition Grant	9,293	$17,384,694	$1,871	12.20%
Total State Assistance	11,133	$19,455,894	$1,871	13.66%
TOTAL NEED-BASED ASSISTANCE	55,078	$142,453,626	$2,586	100.00%

(1) Includes DVR, VA Benefits, TRIO Grants, Federal Nursing Loans, JTPA, and outside assistance.

EXHIBIT K

1999-2000
Independent Colleges and Universities
10 Year History of Need-Based Financial Assistance

PERCENTAGES OF FINANCIAL AID SPENT

SOURCE (1) TYPE (2)

ACADEMIC
YEAR # OF
RECIPIENTS AVG.
COST AVG.
CONTRIB. AVG.
NEED AVG.
AID FEDERAL
AID STATE
AID INST.
AID GRANT LOAN WORK

1990-91 15,187 $12,415 $4,237 $8,178 $6,506 50.10% 16.60% 29.20% 58.20% 36.40% 3.90%

1991-92 16,004 $13,186 $4,565 $8,621 $7,298 51.90% 14.00% 30.70% 56.90% 38.30% 3.70%

1992-93 17,081 $13,571 $4,179 $9,392 $7,519 52.10% 12.60% 32.50% 57.10% 38.80% 3.30%

1993-94 17,603 $14,296 $3,799 $10,497 $8,617 53.80% 12.20% 34.20% 53.90% 43.20% 2.90%

1994-95 18,393 $15,595 $4,078 $11,517 $8,690 54.10% 11.50% 29.60% 50.40% 44.80% 3.10%

1995-96 18,327 $15,946 $4,788 $11,158 $8,966 56.20% 11.70% 29.00% 50.30% 45.80% 2.60%

1996-97 18,080 $16,557 $5,067 $11,490 $9,025 52.15% 11.09% 33.05% 53.12% 43.92% 2.96%

1997-98 17,714 $17,104 $5,138 $11,966 $7,965 50.34% 13.66% 31.13% 58.37% 37.73% 3.89%

1998-99 17,961 $17,289 $6,188 $11,101 $7,527 50.19% 14.73% 31.95% 58.33% 36.03% 2.49%

1999-2000 18,284 $18,420 $6,725 $11,694 $7,791 50.62% 13.66% 33.63% 58.82% 37.29% 2.15%

	PERCENTAGES OF FINANCIAL AID SPENT
	SOURCE (1)	TYPE (2)
ACADEMIC YEAR	# OF RECIPIENTS	AVG. COST	AVG. CONTRIB.	AVG. NEED	AVG. AID	FEDERAL AID	STATE AID	INST. AID	GRANT	LOAN	WORK
1990-91	15,187	$12,415	$4,237	$8,178	$6,506	50.10%	16.60%	29.20%	58.20%	36.40%	3.90%
1991-92	16,004	$13,186	$4,565	$8,621	$7,298	51.90%	14.00%	30.70%	56.90%	38.30%	3.70%
1992-93	17,081	$13,571	$4,179	$9,392	$7,519	52.10%	12.60%	32.50%	57.10%	38.80%	3.30%
1993-94	17,603	$14,296	$3,799	$10,497	$8,617	53.80%	12.20%	34.20%	53.90%	43.20%	2.90%
1994-95	18,393	$15,595	$4,078	$11,517	$8,690	54.10%	11.50%	29.60%	50.40%	44.80%	3.10%
1995-96	18,327	$15,946	$4,788	$11,158	$8,966	56.20%	11.70%	29.00%	50.30%	45.80%	2.60%
1996-97	18,080	$16,557	$5,067	$11,490	$9,025	52.15%	11.09%	33.05%	53.12%	43.92%	2.96%
1997-98	17,714	$17,104	$5,138	$11,966	$7,965	50.34%	13.66%	31.13%	58.37%	37.73%	3.89%
1998-99	17,961	$17,289	$6,188	$11,101	$7,527	50.19%	14.73%	31.95%	58.33%	36.03%	2.49%
1999-2000	18,284	$18,420	$6,725	$11,694	$7,791	50.62%	13.66%	33.63%	58.82%	37.29%	2.15%

(1) Does not include private assistance and unspecified "other" sources of aid.

(2) Does not include unspecified "other" types of aid.

PLEASE NOTE:

1993-94 was the first year Federal Methodology (FM) was instituted. Congressional methodology was used prior to FM.
1995-96 was the first year schools participated in direct lending for Stafford loans.
1997-98 difference in average aid is the result of excluding the un-subsidized Stafford, other non-need based assistance, and short term institutional loans.
1998-99 the definition of Need-Based and Non-Need-Based Assistance has been revised for WISSIS data.

EXHIBIT L

1999-2000
Independent Colleges and Universities
Expected Family Contribution (EFC) Ranges and Dependency Status

% EFC STATUS

COLLEGE OR
UNIVERSITY $0 $1 - $1,999 $2,000 - $2,999 $3,000 - $3,999 $4,000 + DEPENDENT INDEPENDENT NUMBER OF
APPLICANTS

ALVERNO COLLEGE 39.77% 39.00% 6.56% 4.76% 9.78% 29.09% 70.91% 777

BELOIT COLLEGE 7.82% 14.53% 7.82% 7.26% 62.57% 93.30% 6.70% 179

CARDINAL STRITCH UNIVERSITY 14.19% 16.60% 7.46% 4.69% 55.26% 28.26% 71.74% 1,663

CARROLL COLLEGE 6.07% 12.33% 6.39% 7.50% 66.86% 80.23% 19.77% 1,533

CARTHAGE COLLEGE 16.13% 28.23% 13.17% 7.53% 34.95% 75.54% 24.46% 372

COLLEGE OF THE MENOMINEE NATION 40.23% 28.91% 8.98% 6.64% 13.28% 21.09% 78.91% 256

CONCORDIA UNIVERSITY WISCONSIN 12.52% 16.04% 5.60% 6.73% 55.79% 40.88% 59.12% 1,590

EDGEWOOD COLLEGE 18.72% 35.38% 14.62% 8.72% 22.56% 66.92% 33.08% 390

LAC COURTE OREILLES OJIBWA 72.81% 18.44% 4.38% 0.94% 3.13% 11.25% 88.75% 320

LAKELAND COLLEGE 14.93% 20.47% 7.36% 7.78% 47.44% 49.57% 50.43% 938

LAWRENCE UNIVERSITY 3.68% 12.77% 6.58% 6.19% 67.50% 95.36% 4.64% 517

MARANATHA BAPTIST BIBLE COLLEGE 11.89% 35.68% 10.81% 10.81% 30.27% 76.22% 23.78% 185

MARIAN COLLEGE 11.67% 16.77% 8.85% 8.23% 53.23% 62.29% 37.71% 960

MARQUETTE UNIVERSITY 9.64% 11.83% 6.27% 6.73% 62.81% 83.33% 16.67% 2,646

MILWAUKEE INSTITUTE OF ART & DESIGN 14.17% 13.91% 8.66% 8.66% 52.49% 74.54% 25.46% 381

MILWAUKEE SCHOOL OF ENGINEERING 7.12% 11.92% 5.89% 7.41% 65.77% 77.54% 22.46% 1,376

MT. MARY COLLEGE 18.68% 17.15% 6.89% 5.51% 50.38% 45.48% 54.52% 653

MT. SENARIO COLLEGE 23.85% 24.45% 11.62% 8.62% 31.26% 44.69% 55.31% 499

NORTHLAND COLLEGE 15.94% 29.95% 3.38% 9.18% 41.06% 72.95% 27.05% 207

RIPON COLLEGE 4.22% 15.14% 6.70% 8.68% 64.76% 94.29% 5.71% 403

ST. NORBERT COLLEGE 5.51% 20.43% 16.16% 14.21% 43.69% 95.20% 4.80% 563

SILVER LAKE COLLEGE 16.15% 23.51% 7.93% 6.23% 45.33% 30.88% 69.12% 353

VITERBO COLLEGE 7.83% 22.08% 10.93% 9.75% 48.97% 71.34% 28.66% 1,354

WISCONSIN LUTHERAN COLLEGE 3.19% 14.20% 8.12% 7.54% 65.80% 93.04% 6.96% 345

TOTAL APPLICANTS 2,516 3,343 1,439 1,342 9,536 11,611 6,849 18,460

AVERAGE 13.63% 18.11% 7.80% 7.27% 51.66% 62.90% 37.10% 769

	% EFC	STATUS
COLLEGE OR UNIVERSITY	$0	$1 - $1,999	$2,000 - $2,999	$3,000 - $3,999	$4,000 +	DEPENDENT	INDEPENDENT	NUMBER OF APPLICANTS
ALVERNO COLLEGE	39.77%	39.00%	6.56%	4.76%	9.78%	29.09%	70.91%	777
BELOIT COLLEGE	7.82%	14.53%	7.82%	7.26%	62.57%	93.30%	6.70%	179
CARDINAL STRITCH UNIVERSITY	14.19%	16.60%	7.46%	4.69%	55.26%	28.26%	71.74%	1,663
CARROLL COLLEGE	6.07%	12.33%	6.39%	7.50%	66.86%	80.23%	19.77%	1,533
CARTHAGE COLLEGE	16.13%	28.23%	13.17%	7.53%	34.95%	75.54%	24.46%	372
COLLEGE OF THE MENOMINEE NATION	40.23%	28.91%	8.98%	6.64%	13.28%	21.09%	78.91%	256
CONCORDIA UNIVERSITY WISCONSIN	12.52%	16.04%	5.60%	6.73%	55.79%	40.88%	59.12%	1,590
EDGEWOOD COLLEGE	18.72%	35.38%	14.62%	8.72%	22.56%	66.92%	33.08%	390
LAC COURTE OREILLES OJIBWA	72.81%	18.44%	4.38%	0.94%	3.13%	11.25%	88.75%	320
LAKELAND COLLEGE	14.93%	20.47%	7.36%	7.78%	47.44%	49.57%	50.43%	938
LAWRENCE UNIVERSITY	3.68%	12.77%	6.58%	6.19%	67.50%	95.36%	4.64%	517
MARANATHA BAPTIST BIBLE COLLEGE	11.89%	35.68%	10.81%	10.81%	30.27%	76.22%	23.78%	185
MARIAN COLLEGE	11.67%	16.77%	8.85%	8.23%	53.23%	62.29%	37.71%	960
MARQUETTE UNIVERSITY	9.64%	11.83%	6.27%	6.73%	62.81%	83.33%	16.67%	2,646
MILWAUKEE INSTITUTE OF ART & DESIGN	14.17%	13.91%	8.66%	8.66%	52.49%	74.54%	25.46%	381
MILWAUKEE SCHOOL OF ENGINEERING	7.12%	11.92%	5.89%	7.41%	65.77%	77.54%	22.46%	1,376
MT. MARY COLLEGE	18.68%	17.15%	6.89%	5.51%	50.38%	45.48%	54.52%	653
MT. SENARIO COLLEGE	23.85%	24.45%	11.62%	8.62%	31.26%	44.69%	55.31%	499
NORTHLAND COLLEGE	15.94%	29.95%	3.38%	9.18%	41.06%	72.95%	27.05%	207
RIPON COLLEGE	4.22%	15.14%	6.70%	8.68%	64.76%	94.29%	5.71%	403
ST. NORBERT COLLEGE	5.51%	20.43%	16.16%	14.21%	43.69%	95.20%	4.80%	563
SILVER LAKE COLLEGE	16.15%	23.51%	7.93%	6.23%	45.33%	30.88%	69.12%	353
VITERBO COLLEGE	7.83%	22.08%	10.93%	9.75%	48.97%	71.34%	28.66%	1,354
WISCONSIN LUTHERAN COLLEGE	3.19%	14.20%	8.12%	7.54%	65.80%	93.04%	6.96%	345

TOTAL APPLICANTS	2,516	3,343	1,439	1,342	9,536	11,611	6,849	18,460

AVERAGE	13.63%	18.11%	7.80%	7.27%	51.66%	62.90%	37.10%	769

PLEASE NOTE: EFC range data does not include invalid EFC values.

1999-2000 year-end data above includes Wisconsin resident undergraduates, awarded and unawarded, and FAFSA filer's first school only.

Data provided by the Independent Colleges and Universities.

Board Report #01-9

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Number of Students Receiving Financial Assistance	18,284

Total Cost of Education	$336,783,321
- Expected Family Contribution (EFC)	$122,961,492

= Total Need	$213,821,829

Total Need	$213,821,829
- Total Need-Based Assistance	$142,453,626

= Total Unmet Need	$71,368,203

(1)	Does not include private assistance and unspecified "other" sources of aid.
(2)	Does not include unspecified "other" types of aid.

Exhibits I - L

Need-Based Financial AssistanceIndependent Colleges and Universities

Need-Based Financial Assistance
Independent Colleges and Universities