Board Report #01-9
Exhibits M - P
Need-Based Assistance
University of Wisconsin System
EXHIBIT M
1999-2000
University of Wisconsin System
Need-Based Financial Assistance
| Number of Students Receiving Financial Assistance |
44,260 |
| |
| Total Cost of Education |
$421,171,749 |
| - Expected Family Contribution (EFC) |
$145,991,352 |
|
| = Total Need |
$275,180,397 |
| |
| Total Need |
$275,180,397 |
| - Total Need Based Assistance |
$205,011,260 |
|
| = Total Unmet Need |
$70,169,137 |
|
Number
of Awards |
Total
Dollars |
Average
Award |
% of Total
Aid Spent |
| Total Federal Assistance |
90,197 |
$179,874,026 |
$1,994 |
87.74% |
| Total Other Assistance |
2,992 |
$5,735,609 |
$1,917 |
2.80% |
| Total State Assistance |
19,085 |
$19,401,625 |
$1,017 |
9.46% |
| Total Need-Based Assistance
| 112,274 |
$205,011,260 |
$1,826 |
100.00% |
1999-2000 University of Wisconsin System
Pecentage of Need-Based Assistance
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 N
1999-2000
University of Wisconsin System
Breakdown of Need-Based Assistance Spent
|
Number
of Awards |
Total
Dollars |
Average
Award |
% of Total
Aid Spent |
| Federal Assistance |
| EMPLOYMENT |
7,172 |
$8,397,028 |
$1,171 |
4.10% |
| Federal Work Study |
7,172 |
$8,297,028 |
$1,171 |
4.10% |
| GRANTS |
35,511 |
$49,814,209 |
$1,403 |
24.30% |
| BIA Grants |
315 |
$1,193,632 |
$3,789 |
0.58% |
| Pell Grants |
21,592 |
$39,257,329 |
$1,818 |
19.15% |
| SEOG |
13,604 |
$9,363,248 |
$688 |
4.57% |
| LOANS |
47,514 |
$121,662,789 |
$2,561 |
59.34% |
| Perkins Loans |
12,186 |
$18,005,708 |
$1,478 |
8.78% |
| Stafford Loans |
35,328 |
$103,657,081 |
$2,934 |
50.56% |
| Total Federal Assistance |
90,197 |
$179,674,026 |
$1,994 |
87.74% |
|
| Institutional Assistance |
| Employment |
0 |
$0 |
$0 |
0.00% |
| Grants |
0 |
$0 |
$0 |
0.00% |
| Loans |
0 |
$0 |
$0 |
0.00% |
| Total Institutional Assistance |
0 |
$0 |
$0 |
0.00% |
|
| Other Assistance (1) |
| Total Other Assistance |
2,992 |
$5,735,609 |
$1,917 |
2.80% |
|
| Private Assistance |
| Total Private Assistance |
0 |
$0 |
$0 |
0.00% |
|
| State Assistance Administerd by HEAB |
| Hearing & Visually Handicapped Student Grant |
23 |
$36,721 |
$1,597 |
0.02% |
| Indian Student Assistance Grant |
263 |
$256,274 |
$974 |
0.13% |
| Talent Incentive Program Grant |
2,130 |
$2,254,554 |
$1,058 |
1.10% |
| Wisconsin Higher Education Grant |
16,669 |
$16,854,076 |
$1,011 |
8.22% |
| Total State Assistance |
19,085 |
$19,401,625 |
$1,017 |
9.46% |
|
| TOTAL NEED-BASED ASSISTANCE |
112,274 |
$205,011,260 |
$1,826 |
100.00% |
| (1) |
Includes DVR, CETA, Lawton Minority Undergraduate Retention Grant,
Study Abroad Grants, Health Professional Pharmacy Loans, Medical Grant and Nursing Traineeship,
Minority Tuition Program, Federal Nursing Loans, and HEAL. |
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 O
1999-2000
University of Wisconsin System
10 Year History of Need-Based Financial Aid
|
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 |
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% |
| 1997-98 |
45,273 |
$8,827 |
$2,762 |
$6,065 |
$4,670 |
84.58% |
9.78% |
3.36% |
34.88% |
59.53% |
5.59% |
| 1998-99 |
47,475 |
$8,929 |
$2,915 |
$6,014 |
$4,334 |
89.38% |
9.91% |
0.00% |
35.13% |
60.04% |
4.12% |
| 1999-2000 |
44,260 |
$9,516 |
$2,298 |
$6,217 |
$4,632 |
87.74% |
9.46% |
0.00% |
33.76% |
59.34% |
4.10% |
| (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 and
other non-need based assistance.
- 1998-99 due to a change in the WISSIS data request, Institutional and Private Assistance have
been appropriately classified as NonNeed-Based financial aid.
- 1998-99 the definition of Need-Based and Non-Need-Based Assistance has been revised for WISSIS data.
EXHIBIT P
1999-2000
University of Wisconsin System
Expected Family Contribution (EFC) Ranges and Dependency Status
|
% EFC
| STATUS |
|
| UNIVERSITY |
$0 |
$1 - $1,999 |
$2,000 - $2,999 |
$3,000 - $3,999 |
$4,000 + |
DEPENDENT |
INDEPENDENT |
NUMBER OF
APPLICANTS |
| UW COLLEGES |
16.17% |
19.72% |
8.62% |
9.58% |
45.72% |
69.05% |
30.95% |
5,919 |
| UW EAU CLAIRE |
9.27% |
18.21% |
8.99% |
8.58% |
53.52% |
82.66% |
17.34% |
5,092 |
| UW GREEN BAY |
10.93% |
16.83% |
9.38% |
7.46% |
53.52% |
70.75% |
29.25% |
3,285 |
| UW LA CROSSE |
11.11% |
17.21% |
9.86% |
7.13% |
53.76% |
77.69% |
22.31% |
5.132 |
| UW MADISON |
7.68% |
14.51% |
7.58% |
6.62% |
60.91% |
86.18% |
13.82% |
11,191 |
| UW MILWAUKEE |
15.23% |
15.08% |
7.51% |
7.68% |
53.82% |
69.60% |
30.40% |
13,752 |
| UW OSHKOSH |
8.62% |
16.07% |
9.49% |
8.70% |
55.18% |
77.58% |
22.42% |
5,745 |
| UW PARKSIDE |
21.12% |
19.42% |
8.41% |
7.07% |
42.12% |
60.68% |
39.32% |
2,533 |
| UW PLATTEVILLE |
7.16% |
20.47% |
9.50% |
8.99% |
51.68% |
82.51% |
17.49% |
3,127 |
| UW RIVER FALLS |
8.85% |
22.88% |
10.22% |
10.08% |
46.00% |
82.02% |
17.98% |
2,124 |
| UW STEVENS POINT |
9.90% |
18.94% |
8.31% |
7.86% |
54.69% |
80.31% |
19.69% |
6,078 |
| UW STOUT |
14.32% |
18.23% |
8.09% |
7.74% |
51.30% |
76.37% |
23.63% |
3,758 |
| UW SUPERIOR |
19.35% |
23.59% |
11.48% |
10.07% |
34.54% |
54.24% |
45.76% |
1,132 |
| UW WHITEWATER |
9.62% |
15.20% |
7.71% |
7.80% |
57.19% |
81.81% |
18.19% |
5,613 |
| |
| TOTAL APPLICANTS |
8,653 |
12,725 |
6,307 |
5,907 |
39,849 |
57,096 |
17,385 |
74,481 |
| |
| AVERAGE |
11.62% |
17.08% |
8.47% |
7.93% |
53.50% |
76.66% |
23.34% |
5,320 |
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 University of Wisconsin System Administration.
Board Report #01-9
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