HEAB — Board Report — Report 02-14 Exhibits I-L

Board Report #02-14

Exhibits I - L

Need-Based Financial Assistance
Independent Colleges and Universities

EXHIBIT I

2000-01
Independent Colleges & Universities
Need-Based Financial Assistance

Number of Students Receiving Financial Assistance 18,703

Total Cost of Education $353,669,396

- Expected Family Contribution (EFC) $135,262,085

= Total Need $218,407,311

Total Need $218,407,311

- Total Need-Based Assistance $150,894,838

= Total Unmet Need $67,512,473

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

Total Federal Assistance 30,664 $69,560,184 $2,268 46.10%

Total Institutional Assistance 12,161 $52,839,418 $4,345 35.02%

Total Other Assistance 125 $412,612 $3,301 0.27%

Total Private Assistance 1,391 $3,172,825 $2,281 2.10%

Total State Assistance 13,559 $24,909,799 $1,837 16.51%

Total Need-Based Assistance 57,900 $150,894,838 $2,606 100.00%

	Number of Awards	Total Dollars	Average Award	% of Total Aid Spent
Total Federal Assistance	30,664	$69,560,184	$2,268	46.10%
Total Institutional Assistance	12,161	$52,839,418	$4,345	35.02%
Total Other Assistance	125	$412,612	$3,301	0.27%
Total Private Assistance	1,391	$3,172,825	$2,281	2.10%
Total State Assistance	13,559	$24,909,799	$1,837	16.51%
Total Need-Based Assistance	57,900	$150,894,838	$2,606	100.00%

2000-01 Independent Colleges and Universities
Pecentage of Need Based Assistance

need-based aid chart

In 2000-01, Tribal Colleges were seperated from the Independent Colleges & Universities data.

EXHIBIT J

2000-01
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 3,146 $3,668,495 $1,166 2.43%

Federal Work Study 3,146 $3,668,495 $1,166 2.43%

GRANTS 10,712 $16,414,830 $1,532 10.88%

Bureau of Indian Affairs Grants 100 $649,790 $6,498 0.43%

Pell Grants 6,566 $12,248,667 $1,865 8.12%

Supplemental Educational Opportunities Grants 4,046 $3,516,373 $869 2.33%

LOANS 16,806 $49,476,859 $2,944 32.79%

Perkins Loans 2,336 $4,515,257 $1,933 2.99%

Stafford Loans 14,470 $44,961,602 $3,107 29.80%

Total Federal Assistance 30,664 $69,560,184 $2,268 46.10%

Institutional Assistance

Employment 480 $488,235 $1,017 0.32%

Grants 10,926 $50,428,275 $4,615 32.42%

Loans 755 $1,922,908 $2,547 1.27%

Total Institutional Assistance 12,161 $52,839,418 $4,345 35.02%

Other Assistance (1)

Total Other Assistance 125 $412,612 $3,301 0.27%

Private Assistance

Privately Funded Grants or Scholarships 1,391 $3,172,825 $2,281 2.10%

Total Private Assistance 1,391 $3,172,825 $2,281 2.10%

State Assistance Administerd by HEAB

Hearing & Visually Handicapped Student Grant 8 $14,400 $1,800 0.01%

Indian Student Assistance Grant 65 $62,650 $964 0.04%

Minority Undergraduate Retention Grant 268 $333,158 $1,243 0.22%

Talent Incentive Program Grant 889 $1,280,521 $1,440 0.85%

Wisconsin Tuition Grant 12,329 $23,219,070 $1,883 15.39%

Total State Assistance 13,559 $24,909,799 $1,837 16.51%

TOTAL NEED-BASED ASSISTANCE 57,900 $150,894,838 $2,606 100.00%

	Number of Awards	Total Dollars	Average Award	% of Total Aid Spent
Federal Assistance
EMPLOYMENT	3,146	$3,668,495	$1,166	2.43%
Federal Work Study	3,146	$3,668,495	$1,166	2.43%
GRANTS	10,712	$16,414,830	$1,532	10.88%
Bureau of Indian Affairs Grants	100	$649,790	$6,498	0.43%
Pell Grants	6,566	$12,248,667	$1,865	8.12%
Supplemental Educational Opportunities Grants	4,046	$3,516,373	$869	2.33%
LOANS	16,806	$49,476,859	$2,944	32.79%
Perkins Loans	2,336	$4,515,257	$1,933	2.99%
Stafford Loans	14,470	$44,961,602	$3,107	29.80%
Total Federal Assistance	30,664	$69,560,184	$2,268	46.10%

Institutional Assistance
Employment	480	$488,235	$1,017	0.32%
Grants	10,926	$50,428,275	$4,615	32.42%
Loans	755	$1,922,908	$2,547	1.27%
Total Institutional Assistance	12,161	$52,839,418	$4,345	35.02%

Other Assistance (1)
Total Other Assistance	125	$412,612	$3,301	0.27%

Private Assistance
Privately Funded Grants or Scholarships	1,391	$3,172,825	$2,281	2.10%
Total Private Assistance	1,391	$3,172,825	$2,281	2.10%

State Assistance Administerd by HEAB
Hearing & Visually Handicapped Student Grant	8	$14,400	$1,800	0.01%
Indian Student Assistance Grant	65	$62,650	$964	0.04%
Minority Undergraduate Retention Grant	268	$333,158	$1,243	0.22%
Talent Incentive Program Grant	889	$1,280,521	$1,440	0.85%
Wisconsin Tuition Grant	12,329	$23,219,070	$1,883	15.39%
Total State Assistance	13,559	$24,909,799	$1,837	16.51%

TOTAL NEED-BASED ASSISTANCE	57,900	$150,894,838	$2,606	100.00%

(1) Includes DVR, veteran's benefits, outside scholarships, TRIO, and Federal Nursing Loans.

In 2000-01, Tribal Colleges were seperated from the Independent Colleges & Universities data.

EXHIBIT K

2000-01
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

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* 17,768 $16,783 $5,152 $11,630 $9,138 52.08% 11.04% 33.21% 52.89% 44.14% 2.97%

1997-98 17,335 $17,384 $5,244 $12,144 $8,070 50.21% 13.51% 31.39% 58.03% 38.06% 3.91%

1998-99 17,493 $17,592 $6,339 $11,253 $7,633 50.16% 14.47% 32.35% 57.82% 36.48% 4.29%

1999-2000 17,870 $18,703 $6,866 $11,837 $7,871 50.54% 13.37% 34.06% 58.31% 37.77% 3.67%

2000-01 18,703 $18,910 $7,232 $11,678 $8,068 46.10% 16.51% 35.02% 62.91% 34.06% 2.75%

	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
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*	17,768	$16,783	$5,152	$11,630	$9,138	52.08%	11.04%	33.21%	52.89%	44.14%	2.97%
1997-98	17,335	$17,384	$5,244	$12,144	$8,070	50.21%	13.51%	31.39%	58.03%	38.06%	3.91%
1998-99	17,493	$17,592	$6,339	$11,253	$7,633	50.16%	14.47%	32.35%	57.82%	36.48%	4.29%
1999-2000	17,870	$18,703	$6,866	$11,837	$7,871	50.54%	13.37%	34.06%	58.31%	37.77%	3.67%
2000-01	18,703	$18,910	$7,232	$11,678	$8,068	46.10%	16.51%	35.02%	62.91%	34.06%	2.75%

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

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

* 1996-97 was the first year in which the Tribal Colleges were surveyed for WISSIS. This table has been altered to no longer include Tribal College data, beginning with the 1996-97 data.

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.
2000-01 Tribal Colleges were seperated form the Independent Colleges & Universities data.

EXHIBIT L

2000-01
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 33.13% 32.83% 10.37% 7.25% 16.31% 28.90% 71.10% 993

Bellin College of Nursing 12.98% 16.79% 12.21% 6.11% 51.91% 61.07% 38.93% 131

Beloit College 9.52% 13.76% 4.76% 5.29% 65.08% 92.06% 7.94% 189

Cardinal Stritch University 12.52% 17.16% 6.07% 4.52% 58.05% 24.10% 75.90% 1,614

Carroll College 6.23% 10.71% 5.45% 5.65% 70.45% 79.74% 20.26% 1,540

Carthage College 10.63% 20.34% 11.19% 6.90% 50.37% 73.32% 26.68% 536

Concordia University Wisconsin 11.92% 17.14% 5.93% 5.93% 56.47% 39.15% 60.85% 1,686

Edgewood College 14.57% 23.50% 11.11% 9.47% 40.98% 72.13% 27.87% 549

Lakeland College 15.46% 18.37% 7.93% 6.67% 49.29% 37.76% 62.24% 1,274

Lawrence University 6.24% 11.78% 7.39% 3.93% 69.05% 96.30% 3.70% 433

Maranatha Baptist Bible College 14.78% 27.09% 12.81% 10.84% 33.50% 81.28% 18.72% 203

Marian College 12.02% 15.64% 8.94% 7.13% 54.47% 63.19% 36.81% 940

Marquette University 11.07% 11.54% 5.46% 5.69% 63.70% 84.34% 15.66% 2,548

Milwaukee Institute of Art & Design 17.25% 16.98% 5.93% 5.93% 52.56% 76.82% 23.18% 371

Milwaukee School of Engineering 8.28% 10.60% 6.11% 8.20% 65.94% 74.23% 25.77% 1,292

Mt. Mary College 17.27% 15.83% 6.12% 3.78% 54.86% 44.66% 55.40% 556

Mt. Senario College 24.62% 25.63% 6.85% 7.36% 35.03% 46.70% 53.30% 394

Northland College 17.12% 20.72% 9.46% 4.05% 48.20% 75.68% 24.32% 222

Ripon College 4.01% 12.24% 6.96% 5.27% 70.46% 96.41% 3.59% 474

St. Norbert College 6.40% 15.75% 8.07% 8.19% 61.46% 95.52% 4.48% 781

Silver Lake College 16.35% 20.64% 10.46% 9.65% 42.36% 32.71% 67.29% 373

Viterbo University 10.21% 18.66% 8.37% 8.37% 53.39% 68.54% 31.46% 1,195

Wisconsin Lutheran College 3.17% 10.85% 8.20% 6.88% 70.37% 93.92% 6.08% 378

TOTAL APPLICANTS 2,315 3,081 1,362 1,213 10.425 11,756 6,916 18,672

AVERAGE 12.40% 16.50% 7.29% 6.50% 55.83% 62.96% 37.04% 812

	% 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	33.13%	32.83%	10.37%	7.25%	16.31%	28.90%	71.10%	993
Bellin College of Nursing	12.98%	16.79%	12.21%	6.11%	51.91%	61.07%	38.93%	131
Beloit College	9.52%	13.76%	4.76%	5.29%	65.08%	92.06%	7.94%	189
Cardinal Stritch University	12.52%	17.16%	6.07%	4.52%	58.05%	24.10%	75.90%	1,614
Carroll College	6.23%	10.71%	5.45%	5.65%	70.45%	79.74%	20.26%	1,540
Carthage College	10.63%	20.34%	11.19%	6.90%	50.37%	73.32%	26.68%	536
Concordia University Wisconsin	11.92%	17.14%	5.93%	5.93%	56.47%	39.15%	60.85%	1,686
Edgewood College	14.57%	23.50%	11.11%	9.47%	40.98%	72.13%	27.87%	549
Lakeland College	15.46%	18.37%	7.93%	6.67%	49.29%	37.76%	62.24%	1,274
Lawrence University	6.24%	11.78%	7.39%	3.93%	69.05%	96.30%	3.70%	433
Maranatha Baptist Bible College	14.78%	27.09%	12.81%	10.84%	33.50%	81.28%	18.72%	203
Marian College	12.02%	15.64%	8.94%	7.13%	54.47%	63.19%	36.81%	940
Marquette University	11.07%	11.54%	5.46%	5.69%	63.70%	84.34%	15.66%	2,548
Milwaukee Institute of Art & Design	17.25%	16.98%	5.93%	5.93%	52.56%	76.82%	23.18%	371
Milwaukee School of Engineering	8.28%	10.60%	6.11%	8.20%	65.94%	74.23%	25.77%	1,292
Mt. Mary College	17.27%	15.83%	6.12%	3.78%	54.86%	44.66%	55.40%	556
Mt. Senario College	24.62%	25.63%	6.85%	7.36%	35.03%	46.70%	53.30%	394
Northland College	17.12%	20.72%	9.46%	4.05%	48.20%	75.68%	24.32%	222
Ripon College	4.01%	12.24%	6.96%	5.27%	70.46%	96.41%	3.59%	474
St. Norbert College	6.40%	15.75%	8.07%	8.19%	61.46%	95.52%	4.48%	781
Silver Lake College	16.35%	20.64%	10.46%	9.65%	42.36%	32.71%	67.29%	373
Viterbo University	10.21%	18.66%	8.37%	8.37%	53.39%	68.54%	31.46%	1,195
Wisconsin Lutheran College	3.17%	10.85%	8.20%	6.88%	70.37%	93.92%	6.08%	378

TOTAL APPLICANTS	2,315	3,081	1,362	1,213	10.425	11,756	6,916	18,672

AVERAGE	12.40%	16.50%	7.29%	6.50%	55.83%	62.96%	37.04%	812

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

In 2000-01, Tribal Colleges were seperated from the Independent Colleges & Universities data.

2000-01 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 #02-14

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Number of Students Receiving Financial Assistance	18,703

Total Cost of Education	$353,669,396
- Expected Family Contribution (EFC)	$135,262,085

= Total Need	$218,407,311

Total Need	$218,407,311
- Total Need-Based Assistance	$150,894,838

= Total Unmet Need	$67,512,473

(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