HEAB — Board Report — Report 99-14 Exhibits M-P

Board Report #99-14

Exhibits M - P

Need Based Assistance
University of Wisconsin System

EXHIBIT M

1997-98
University of Wisconsin System
Need Based Financial Assistance

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

Total Federal Assistance 90,874 $178,819,979 $1,968 84.58%

Total Institutional Assistance 5,879 $7,108,313 $1,209 3.36%

Total Other Assistance 7 $15,230 $2,176 0.01%

Total Private Assistance 3,746 $4,794,101 $1,280 2.27%

Total State Assistance 23,122 $20,682,003 $894 9.78%

Total Assistance 123,628 $211,419,626 $1,710 100.00%

	Number of Awards	Total Dollars	Average Award	% of Total Aid Spent
Total Federal Assistance	90,874	$178,819,979	$1,968	84.58%
Total Institutional Assistance	5,879	$7,108,313	$1,209	3.36%
Total Other Assistance	7	$15,230	$2,176	0.01%
Total Private Assistance	3,746	$4,794,101	$1,280	2.27%
Total State Assistance	23,122	$20,682,003	$894	9.78%
Total Assistance	123,628	$211,419,626	$1,710	100.00%

Number of Students Receiving Financial Assistance 45,273

Total Cost of Education $399,639,936

- Expected Family Contribution (EFC) $125,051,337

= Total Need $274,588,599

Total Need $274,588,599

- Total Need Based Assistance $211,419,626

= Total Unmet Need $63,168,973

1997-98
Pecentage of Need Based Assistance Spent
by the University of Wisconsin System

need-based aid chart

EXHIBIT N

1997-98
University of Wisconsin System
Breakdown of Need Based Assistance Spent

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

EMPLOYMENT 7,321 $8,513,596 $1,177 4.03%

Federal Work Study 7,321 $8,513,596 $1,177 4.03%

GRANTS 36,118 $44,682,183 $1,237 21.13%

BIA Grant 310 $888,923 $2,867 0.42%

Pell Grant 22,394 $35,036,681 $1,565 16.57%

SEOG 13,392 $8,735,974 $652 4.13%

Other Grants 22 $20,605 $937 0.01%

LOANS 47,525 $125,624,200 $2,643 59.42%

Perkins Loan 11,120 $16,573,120 $1,490 7.84%

Stafford Loan 36,138 $108,341,686 $2,998 51.24%

Health Professional Pharmacy Loan 40 $141,584 $3,540 0.07%

Federal Nursing Loan 227 $567,810 $2,501 0.27%

Total Federal Assistance 90,874 $178,819,979 $1,968 84.58%

Institutional Assistance

EMPLOYMENT 3,101 $3,305,664 $1,066 1.56%

Institutional Employment 3,101 $3,305,664 $1,066 1.56%

GRANTS 2,617 $3,638,932 $1,390 1.72%

Institutional Grants 2,617 $3,638,932 $1,390 1.72%

LOANS 161 $163,717 $1,017 0.08%

Institutional Loans 161 $163,717 $1,017 0.08%

Total Institutional Assistance 5,879 $7,108,313 $1,209 3.36%

Other Assistance

GRANTS 7 $15,230 $2,176 0.01%

Other Grants (e.g. AOG, PHEAA) 7 $15,230 $2,176 0.01%

Total Other Assistance 7 $15,230 $2,167 0.01%

Private Assistance

GRANTS 3,746 $4,794,101 $1,280 2.27%

Private Grants 3,746 $4,794,101 $1,280 2.27%

Total Private Assistance 3,746 $4,794,101 $1,280 2.27%

State Assistance*

GRANTS 23,076 $20,602,573 $893 9.74%

Handicapped Student Grant 26 $38,748 $1,490 0.02%

Indian Student Grant 289 $274,718 $951 0.13%

Talent Incentive Program Grant 2,245 $2,362,929 $1,053 1.12%

Wisconsin Higher Education Grant 18,836 $15,751,149 $836 7.45%

Lawton Minority Grant 1,551 $2,038,258 $1,314 0.96%

Other Grants 129 $136,771 $1,060 0.06%

LOANS 46 $79,430 $1,727 0.04%

Minority Teacher Loan 46 $79,430 $1,727 0.04%

Total State Assistance 23,122 $20,682,003 $894 9.78%

* Figures do not include the Academic Excellence Scholarship

	Number of Awards	Total Dollars	Average Award	% of Total Aid Spent
Federal Assistance
EMPLOYMENT	7,321	$8,513,596	$1,177	4.03%
Federal Work Study	7,321	$8,513,596	$1,177	4.03%
GRANTS	36,118	$44,682,183	$1,237	21.13%
BIA Grant	310	$888,923	$2,867	0.42%
Pell Grant	22,394	$35,036,681	$1,565	16.57%
SEOG	13,392	$8,735,974	$652	4.13%
Other Grants	22	$20,605	$937	0.01%
LOANS	47,525	$125,624,200	$2,643	59.42%
Perkins Loan	11,120	$16,573,120	$1,490	7.84%
Stafford Loan	36,138	$108,341,686	$2,998	51.24%
Health Professional Pharmacy Loan	40	$141,584	$3,540	0.07%
Federal Nursing Loan	227	$567,810	$2,501	0.27%
Total Federal Assistance	90,874	$178,819,979	$1,968	84.58%
Institutional Assistance
EMPLOYMENT	3,101	$3,305,664	$1,066	1.56%
Institutional Employment	3,101	$3,305,664	$1,066	1.56%
GRANTS	2,617	$3,638,932	$1,390	1.72%
Institutional Grants	2,617	$3,638,932	$1,390	1.72%
LOANS	161	$163,717	$1,017	0.08%
Institutional Loans	161	$163,717	$1,017	0.08%
Total Institutional Assistance	5,879	$7,108,313	$1,209	3.36%
Other Assistance
GRANTS	7	$15,230	$2,176	0.01%
Other Grants (e.g. AOG, PHEAA)	7	$15,230	$2,176	0.01%
Total Other Assistance	7	$15,230	$2,167	0.01%
Private Assistance
GRANTS	3,746	$4,794,101	$1,280	2.27%
Private Grants	3,746	$4,794,101	$1,280	2.27%
Total Private Assistance	3,746	$4,794,101	$1,280	2.27%
State Assistance*
GRANTS	23,076	$20,602,573	$893	9.74%
Handicapped Student Grant	26	$38,748	$1,490	0.02%
Indian Student Grant	289	$274,718	$951	0.13%
Talent Incentive Program Grant	2,245	$2,362,929	$1,053	1.12%
Wisconsin Higher Education Grant	18,836	$15,751,149	$836	7.45%
Lawton Minority Grant	1,551	$2,038,258	$1,314	0.96%
Other Grants	129	$136,771	$1,060	0.06%
LOANS	46	$79,430	$1,727	0.04%
Minority Teacher Loan	46	$79,430	$1,727	0.04%
Total State Assistance	23,122	$20,682,003	$894	9.78%
* Figures do not include the Academic Excellence Scholarship

EXHIBIT O

10 Year History of Need Based Financial Aid
University of Wisconsin System

PERCENTAGES OF FINANCIAL AID SPENT

SOURCE TYPE

ACADEMIC
YEAR # OF
RECIPIENTS AVG.
COST AVG.
CONTRIB. AVG.
NEED AVG.
AID(1) FEDERAL
AID STATE
AID INST.
AID GRANT LOAN WORK

1988-89 43,250 $6,139 $2,178 $3,961 $3,287 81.40% 11.20% 3.40% 52.70% 39.10% 5.90%

1989-90 44,266 $6,216 $2,246 $3,970 $3,353 80.90% 10.80% 3.50% 51.20% 40.60% 6.00%

1990-91 43,781 $6,546 $2,354 $4,192 $3,503 79.90% 11.70% 3.00% 48.20% 42.80% 5.70%

1991-92 45,533 $6,869 $2,473 $4,396 $3,679 80.10% 11.10% 3.20% 48.20% 42.90% 5.50%

1992-93 49,254 $7,220 $3,060 $4,160 $3,613 79.80% 10.00% 4.10% 46.20% 44.40% 5.90%

1993-94 51,650 $7,460 $2,574 $4,884 $3,980 85.00% 9.30% 3.70% 39.60% 55.20% 5.10%

1994-95 52,841 $7,787 $3,113 $4,674 $3,904 80.00% 9.50% 3.50% 35.50% 55.50% 4.60%

1995-96 45,355 $8,214 $2,369 $5,846 $4,876 85.70% 8.00% 2.60% 29.90% 63.80% 4.30%

1996-97 44,900 $8,430 $2,596 $5,835 $4,589 84.63% 9.05% 2.84% 34.06% 60.98% 2.34%

1997-1998 45,273 $8,827 $2,762 $6,065 $4,670 84.58% 9.78% 3.36% 34.88% 59.53% 5.59%

(1) Need Based Assistance Only

	PERCENTAGES OF FINANCIAL AID SPENT
	SOURCE	TYPE
ACADEMIC YEAR	# OF RECIPIENTS	AVG. COST	AVG. CONTRIB.	AVG. NEED	AVG. AID(1)	FEDERAL AID	STATE AID	INST. AID	GRANT	LOAN	WORK
1988-89	43,250	$6,139	$2,178	$3,961	$3,287	81.40%	11.20%	3.40%	52.70%	39.10%	5.90%
1989-90	44,266	$6,216	$2,246	$3,970	$3,353	80.90%	10.80%	3.50%	51.20%	40.60%	6.00%
1990-91	43,781	$6,546	$2,354	$4,192	$3,503	79.90%	11.70%	3.00%	48.20%	42.80%	5.70%
1991-92	45,533	$6,869	$2,473	$4,396	$3,679	80.10%	11.10%	3.20%	48.20%	42.90%	5.50%
1992-93	49,254	$7,220	$3,060	$4,160	$3,613	79.80%	10.00%	4.10%	46.20%	44.40%	5.90%
1993-94	51,650	$7,460	$2,574	$4,884	$3,980	85.00%	9.30%	3.70%	39.60%	55.20%	5.10%
1994-95	52,841	$7,787	$3,113	$4,674	$3,904	80.00%	9.50%	3.50%	35.50%	55.50%	4.60%
1995-96	45,355	$8,214	$2,369	$5,846	$4,876	85.70%	8.00%	2.60%	29.90%	63.80%	4.30%
1996-97	44,900	$8,430	$2,596	$5,835	$4,589	84.63%	9.05%	2.84%	34.06%	60.98%	2.34%
1997-1998	45,273	$8,827	$2,762	$6,065	$4,670	84.58%	9.78%	3.36%	34.88%	59.53%	5.59%

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 and other non-need based assistance.

EXHIBIT P

1997-98
University of Wisconsin System
Expected Family Contribution (EFC) Ranges and Dependency Status

% EFC STATUS

UNIVERSITY ZERO $1 - $1,999 $2,000 - $2,999 $3,000 - $3,999 OVER $4,000 DEPENDENT INDEPENDENT NUMBER OF
APPLICANTS

UW CENTERS 18.41% 23.09% 10.63% 9.83% 38.03% 63.10% 36.90% 3,997

UW EAU CLAIRE 10.55% 24.15% 9.33% 8.30% 47.68% 79.65% 20.35% 5,424

UW GREEN BAY 12.97% 19.85% 9.61% 10.18% 47.39% 67.03% 32.97% 3,300

UW LA CROSSE 9.43% 21.92% 10.08% 8.59% 49.98% 81.42% 18.58% 4,484

UW MADISON 8.92% 18.07% 8.25% 6.89% 57.88% 82.76% 17.24% 10,964

UW MILWAUKEE 17.34% 18.26% 9.92% 8.81% 45.68% 61.49% 38.51% 10,243

UW OSHKOSH 10.84% 20.64% 10.35% 8.64% 49.53% 75.80% 24.20% 5,314

UW PARKSIDE 19.75% 21.53% 8.87% 7.80% 42.04% 60.01% 39.99% 2,243

UW PLATTEVILLE 10.26% 25.53% 10.46% 9.59% 44.17% 79.69% 20.31% 2,993

UW RIVER FALLS 11.22% 28.89% 10.46% 8.74% 40.69% 78.13% 21.87% 2,094

UW STEVENS POINT 11.54% 22.92% 10.98% 8.90% 45.67% 76.27% 23.73% 6,048

UW STOUT 16.37% 23.37% 8.74% 9.14% 42.38% 71.38% 28.62% 3,568

UW SUPERIOR 22.63% 27.84% 9.09% 8.14% 32.29% 54.83% 45.17% 1,056

UW WHITEWATER 10.12% 18.41% 9.52% 8.94% 53.00% 80.32% 19.68% 5,502

TOTAL APPLICANTS 8,552 14,198 6,497 5,767 32,216 49,630 17,600 67,230

AVERAGE FOR SYSTEM 13.60% 22.46% 9.73% 8.75% 45.46% 72.28% 27.72% 4,802

	% EFC	STATUS
UNIVERSITY	ZERO	$1 - $1,999	$2,000 - $2,999	$3,000 - $3,999	OVER $4,000	DEPENDENT	INDEPENDENT	NUMBER OF APPLICANTS
UW CENTERS	18.41%	23.09%	10.63%	9.83%	38.03%	63.10%	36.90%	3,997
UW EAU CLAIRE	10.55%	24.15%	9.33%	8.30%	47.68%	79.65%	20.35%	5,424
UW GREEN BAY	12.97%	19.85%	9.61%	10.18%	47.39%	67.03%	32.97%	3,300
UW LA CROSSE	9.43%	21.92%	10.08%	8.59%	49.98%	81.42%	18.58%	4,484
UW MADISON	8.92%	18.07%	8.25%	6.89%	57.88%	82.76%	17.24%	10,964
UW MILWAUKEE	17.34%	18.26%	9.92%	8.81%	45.68%	61.49%	38.51%	10,243
UW OSHKOSH	10.84%	20.64%	10.35%	8.64%	49.53%	75.80%	24.20%	5,314
UW PARKSIDE	19.75%	21.53%	8.87%	7.80%	42.04%	60.01%	39.99%	2,243
UW PLATTEVILLE	10.26%	25.53%	10.46%	9.59%	44.17%	79.69%	20.31%	2,993
UW RIVER FALLS	11.22%	28.89%	10.46%	8.74%	40.69%	78.13%	21.87%	2,094
UW STEVENS POINT	11.54%	22.92%	10.98%	8.90%	45.67%	76.27%	23.73%	6,048
UW STOUT	16.37%	23.37%	8.74%	9.14%	42.38%	71.38%	28.62%	3,568
UW SUPERIOR	22.63%	27.84%	9.09%	8.14%	32.29%	54.83%	45.17%	1,056
UW WHITEWATER	10.12%	18.41%	9.52%	8.94%	53.00%	80.32%	19.68%	5,502

TOTAL APPLICANTS	8,552	14,198	6,497	5,767	32,216	49,630	17,600	67,230

AVERAGE FOR SYSTEM	13.60%	22.46%	9.73%	8.75%	45.46%	72.28%	27.72%	4,802

1997-98 year end data above includes Wisconsin resident undergrads, awarded and un-awarded, and FAFSA filer's first school only.

Data provided by the University of Wisconsin System Administration.

Board Report #99-14

HEAB Main Page Contacting HEAB Financial Aid Programs Financial Aid Application Information
Frequently Asked Questions Links Information for Financial Aid Administrators Site Map

© Copyright 1999 by the Higher Educational Aids Board
HEAB E-Mail: HEABmail@wisconsin.gov
State of Wisconsin E-Government Privacy Notice

Number of Students Receiving Financial Assistance	45,273

Total Cost of Education	$399,639,936
- Expected Family Contribution (EFC)	$125,051,337

= Total Need	$274,588,599

Total Need	$274,588,599
- Total Need Based Assistance	$211,419,626

= Total Unmet Need	$63,168,973

Exhibits M - P

Need Based AssistanceUniversity of Wisconsin System

Need Based Assistance
University of Wisconsin System