INSTITUTIONAL FINANCIAL AID PROGRAMS AT THE CALIFORNIA STATE UNIVERSITY

The California State University Institutional Aid Program Report January 2015 INSTITUTIONAL FINANCIAL AID PROGRAMS AT THE CALIFORNIA STATE UNIVERSIT...
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The California State University Institutional Aid Program Report

January 2015

INSTITUTIONAL FINANCIAL AID PROGRAMS AT THE CALIFORNIA STATE UNIVERSITY

Section 66021.1 of the California Education Code directs the California State University to report annually to the Legislature on its institutional financial aid programs including a preliminary and final report. This final report is provided in response to the request which reads as follows:

66021.1 (b) The California State University shall, and the University of California is requested to, report annually to the Legislature on their respective institutional financial aid programs. The California State University shall, and the University of California is requested, to provide preliminary reports on or before January 10 of each year, and the final reports on or before March 31 of each year. (c) The preliminary reports shall include all of the following: (1) A description of the goals, terms, and policies of each of the university’s institutional aid programs, including eligibility criteria, allocation of financial aid awards, fee waivers, and other relevant information. (2) A description and explanation of any changes the university has made to any of these policies since the prior year, and any changes the university intends to make for the next academic year. (3) The total amount the university expended on institutional aid for students, disaggregated by student level, for the two prior academic years, the current year, and a projection for the next year, and the average and 90th percentile undergraduate institutional aid award amount provided per recipient for the prior two academic years and the current academic year. (4) The average and 90th percentile parental income level, expected family contribution, and the financial need of undergraduate need-based student institutional gift aid recipients for the prior two academic years. (5) For the prior year, the current year, and the budge year, and an analysis identifying the estimated number of undergraduates with financial need; their aggregate cost of attendance and aggregate expected federal parent contribution; the aggregate amount of financial aid, including federal gift aid, state gift aid, institutional needbased aid, institutional merit-based aid, other institutional gift aid, and private gift aid, received by these students; the aggregate remaining amount to be met by work, borrowing, or other means; and an explanation of the estimated change in aggregate student ned in the budget year resulting from changes in the cost of attendance, and other factors, including any fee increases proposed by the university in its fall budget proposal. The explanation shall include an estimate of the extent to which cost increases will be offset by federal, state, and institutional financial aid programs. (6) The typical financial aid package for a typical dependent undergraduate student with a parent income of twenty thousand dollars ($20,000), forty thousand dollars ($40,000), sixty thousand dollars ($60,000), eighty thousand dollars ($80,000), and one hundred thousand dollars ($100,000). (d) The final report shall include all of the following for the prior academic year: (1) An aggregate summary of financial aid awarded to students, including scholarships, grants, waivers, loans, and work-study awards from federal, state, institutional, and private sources. (2) Indicators of effectiveness of university’s aid programs in achieving the university stated goals related to financial aid. Financial Aid Reports In addition to this report, the University produces a variety of ad hoc reports which contain a variety of information including student costs, trends, and historical data.

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The California State University Institutional Aid Program Report

January 2015

Information regarding fees and financial aid are provided to the Board of Trustees throughout the year as part of finance and budget presentation and discussions. Overview of Institutional Aid Programs Historically, California has made a strong commitment to provide access to public postsecondary institutions while making it a priority to keep fees low at these institutions. Up until the Educational Opportunity Program was introduced in 1969 the availability of federal student aid programs, along with the state’s scholarship program, precluded the apparent need for any system wide financial aid program at the CSU. The Program was introduced in order to promote expanded educational opportunities for low-income disadvantaged students. With its success public institutions have continued to see more individuals rightfully afforded the ability to go to college, despite increases in the cost of attendance for postsecondary education. As such the CSU and other higher education institutions have employed additional efforts to ensure that sufficient financial aid is available to assist students in meeting their costs to pursue their college degrees and overcome financial barriers. See Table 1.1 Institutional Aid Expenditures on page 9 of this report. Goals for Institutional Aid Programs Institutional aid programs contribute to a robust assortment of federal and state programs that make it possible to address the financial needs of CSU students. The CSU Board of Trustees adopted a fee and financial aid policy in 1993 with the goal to cover the State University Fee for financially needy students. In response to Trustee policy, to the maximum extent possible, the CSU offsets the State Tuition Fee for low and middleincome students utilizing the State University Grant and Cal Grant programs to promote access and ensure affordability for students with the least ability to pay. While not all CSU students may be eligible for grants, campuses construct financial aid packages with work study and loans after grants to minimize student indebtedness. State University Grants (SUG) The State University Grant (SUG) program was established for the 1982-83 award year with a General Fund appropriation of $3.4 million. Due to fiscal considerations, General Fund support for the SUG program leveled off at $33.7 million in 1992/93. Absent an increase in state support for the SUG program, in March 1993, the CSU Board of Trustees approved the framework for a new student fee and financial aid policy that called for dedicating one-third of annual incremental fee revenues to augment the State University Grant program. The CSU commitment to this program for 2014-15 is $610 million. The SUG program provides need-based grants to eligible California residents and Dream applicants who enroll at CSU campuses in undergraduate, postbaccalaureate, and graduate programs. Need is based on expected family contribution (EFC) which cannot exceed one half of the campus standard cost of attendance for students living off-campus. The awarding criteria may vary across campuses depending on funds available, student demographics etc. Educational Opportunity Program (EOP) Grants The Educational Opportunity Program (EOP) Grants were established under the Budget Act of 1969 to provide financial assistance and support services to economically disadvantaged students admitted to the CSU under the Educational Opportunity Program. Program participants must be California residents enrolled in undergraduate degree programs and demonstrate financial need based on EFC which may vary across campuses. The maximum authorized grant is $2,000 per year by statute; however, funding for the program has remained static at approximately $17.5 million since the 1980’s. The average award amount of an EOP grant is $813. Graduate Equity Fellowships The Graduate Equity Fellowship program was established in 1985-86 and targets educationally and economically disadvantaged students to promote diversity in our graduate study programs and increase participation in those fields of study. The available funding of approximately $850,000 was permanently allocated to campuses in 1996-97. The average award amount of a Graduate Equity Fellowship is $2,135. 2

The California State University Institutional Aid Program Report

January 2015

CSU Future Scholars Program Awards The CSU Future Scholars Program, funded through lottery revenues, was designed to promote college participation of student who is disadvantaged because of economic, educational, or environmental background. Awards are renewable based on satisfactory academic performance. Financial need is not a criterion for eligibility and significant discretion is accorded to campuses in the use of funding to achieve program objectives. This program was designated as a campus based program in 2000-01 thus permitting campuses greater flexibility in the use of available lottery funding. The average award amount of a Future Scholars award is $1,273. Campus Fee-Funded Grants Several CSU campuses set aside one-third of their resources from campus fee increases per Trustee policy (Executive Order 661) to assist financially needy students. Executive Order 740 superseded Executive Order 661 in April 2000, as requested by campus and student leaders, eliminating this requirement. In 2013-2014, 2,237 students received campus fee grants for a total of $2,995,445. Institutional Scholarships CSU campuses provide a variety of institutional scholarships to enrolled students. Funding for these awards typically come from endowments, annual gifts, or other resources designated for this purpose. Eligibility criteria for institutional scholarships vary widely by campus as do application requirements and selection procedures. The average institutional scholarship award amount is $2,383. This category of assistance does not include “Outside Scholarships and Grants” where the funding is external to the campus and the determination of eligibility or the designation of award recipients is made by a source external to the institution. Athletic Scholarships and Grants CSU campuses with intercollegiate athletic programs provide athletic scholarships or grants to student-athletes. Typically the funding is derived from revenues generated by athletic programs or development (fund-raising) efforts of the campus and administered in conformance with applicable regulations and guidance from the National Collegiate Athletic Association (NCAA). Athletic grants and scholarships are generally awarded without respect to financial need but CSU policy requires that all awards be reported to the financial aid office to ensure the coordination of resources provided to need-based financial aid recipients and the prevention of over-awards to students. The average athletic scholarship award amount is $8,966. Education Doctorate Grant The Education Doctorate Grant program was established in the 2007-08 academic year in conjunction with the independent educational doctorate program. Funding for the program is derived by a 10 percent set aside of the educational doctorate fees. Need based awards are made to California residents demonstrating the requisite need while completing their doctorate program. Award amounts are limited to the amount of education doctorate fees. In 2013-14, 166 students received funding for a total of $919,250. Doctor of Physical Therapy Grant The Doctor of Physical Therapy Grant program was established in the 2012-13 academic year in conjunction with the doctorate program. Funding for the program is derived by a 33.3 percent set aside of the doctorate fees. Need based awards are made to California residents demonstrating the requisite need while completing their doctorate program. Award amounts are limited to the amount of physical therapy doctorate fees. In 2013-14, 290 students received funding for a total of $2,347,335.

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The California State University Institutional Aid Program Report

January 2015

Doctor of Nursing Practice Grant The Doctor of Nursing Practice Grant program was established in the 2012-13 academic year in conjunction with the doctorate program. Funding for the program is derived by a 20 percent set aside of the doctorate fees. Need based awards are made to California residents demonstrating the requisite need while completing their doctorate program. Award amounts are limited to the amount of nursing practice doctorate fees. In 2013-2014, 26 students received funding for a total of $370,624. Graduate Business Grant The Graduate Business Grant was established in the 2009-10 academic year consistent with the graduate business professional fee. Funding for the program is derived by a minimum 25 percent set aside of the graduate business professional fee. Need based awards are made to California residents demonstrating the requisite need while completing their master’s program. Award amounts are limited to the amount of graduate business professional fees. In 2013-14, 997 students received funding for a total of $3,123,682. Waivers of Tuition Fee In addition to traditional financial aid programs, fee waivers for Tuition Fees and campus-based fees are provided to students per the Education Code. During the years covered by this report, mandatory waivers are available to dependents or survivors of disabled or deceased California veterans, certain recipients (or children of recipients) of a Congressional Medal of Honor, children or surviving spouses of deceased public law enforcement or fire suppression employees who were California residents and who were killed in the course of law enforcement or fire suppression duties, and dependents of victims of the September 11, 2001 terrorist attacks. In addition, campuses have the authority to provide “discretionary” fee waivers to various categories of students. More detailed information is provided in the CSU Mandatory Waiver Report on page 10 of this report. Recent and Anticipated Changes to Institutional Aid Policy No changes are expected at this time. Table 1.1 reflects the Institutional Aid expenditures for 2013-2014. Mandatory Fee Waiver Programs The following table reflects the actual number of waivers provided. The table also provides the minimum, average, and maximum amounts of waivers granted; as well as the aggregate cost of waivers for each CSU mandatory waiver program. CSU defines mandatory waivers as those mandated by state law – Alan Pattee, California Veteran, and 9-11 Victims Dependents. CSU also funds a number of non-state mandated waivers that are required by labor contracts (Employee and Dependents), state policy (California Residents 60+), and CSU policy that addresses state policy concerns (High School Students Special Programs). See CSU Mandatory Waiver Report on page 10. Undergraduate Institutional Aid Recipients The average and 90th percentile undergraduate institutional aid award amount provided per recipient for the prior two academic years and the current academic year are provided below: 2012-2013 Amount

Avg $4,544

90th Percentile $6,272

2013-2014 Amount

Avg $4507

90th Percentile $6,122

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The California State University Institutional Aid Program Report

2014-2015 Amount

Avg $4,500

January 2015

90th Percentile $6,100

Undergraduate Need-based Institutional Aid Recipients In 2012-2013; 127,910 CSU undergraduates (34% of enrolled students) received funding from this source. Their financial characteristics and average institutional aid award are presented below. 2012-2013 Parent Income * Expected Family Contribution Financial Need * Dependent students

Avg $24,055

90th Percentile $51,252

$676 $20,658

$2,665 $25,380

In 2013-2014; 127,609 CSU undergraduates (33% of enrolled students) received funding from this source. Their financial characteristics and average institutional aid award are presented below. 2013-2014 Parent Income * Expected Family Contribution Financial Need * Dependent students

90th Avg Percentile $25,235 $53,080 $671 $2,681 $19,376 $24,378

Effectiveness of Institutional Aid Programs The following information is from the 2013-2014 academic year: Approximately 77% of all CSU students receive some form of financial assistance and 76% of undergraduate financial aid recipients have their fees fully covered by grants or waivers. Regarding student indebtedness, the most recent national information for baccalaureate recipients is from the 2012-2013 academic year: 2012-2013 CSU Average California Average National Average

Amount of Debt % with Debt $15,657 48% $20,340 55% $28,400 69%

CSU students are 45% below the national average and 23% below the state average. Source: The Project on Student Debt “Student Debt and the Class of 2013”, December 2014

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The California State University Institutional Aid Program Report

January 2015

Undergraduate Student Costs and Resources The following tables reflect data on the aggregate cost of attendance, EFC, financial need, and the aid received from various sources on the part of financially needy undergraduates enrolled at the CSU. The tables also include an entry for outstanding or unmet need. In reviewing these tables it is important to note that the aggregate amounts of financial aid cannot be deducted from the aggregate need figure to determine the outstanding or unmet need. Some students with financial need receive aid in excess of their evaluated need; this occurs when students receive unsubsidized student loans or parent loans to replace all or a portion of the expected family contribution. Financial need is determined by deducting the amount of the EFC determined through the federal need analysis methodology from the student’s Cost of Attendance (COA). Student financial aid administrators on the campuses then offer the student a “package” of financial aid taking into account the total aid that the student might receive from all sources. When financial aid program resources are not adequate to award students the full amount of their financial need, a student may appear to have unmet need. Unmet need may be created when a student who is awarded work-study does not work the requisite number of hours required to earn the full amount of the work-study awarded. Students may also elect not to borrow, thus creating unmet need to the extent of student loans included as a part of the package. In addition, students may elect to decrease the costs used to determine their financial need, e.g., sharing an apartment with several roommates. During 2013-2014, there were 296,038 CSU undergraduates who demonstrated financial need and received funding. This number represents 77 percent of the college year headcount enrollment of 382,332 undergraduates for 2013-2014.

2013-14 Undergraduates Aggregate Need and Aid Cost of Attendance Expected Family Contribution Financial Need

Students Dollars Avg 261,504 $5,210,883,302 $19,927 261,479 $654,568,112 $2,503 261,479 $4,555,958,224 $17,424

Outside Scholarships & Other Resources Federal Gift Aid State Gift Aid (Cal Grants) Institutional Non-need-based Gift Aid Institutional Need-based Gift Aid All Scholarships & Grant Aid

15,613 198,006 103,053 15,756 125,882 224,823

$37,581,183 $860,868,502 $511,989,644 $47,804,148 $560,534,924 $2,038,838,451

$2,407 $4,348 $4,968 $3,034 $4,453 $9,069

Balance of Need after Gift Aid Total Work-Study Total Loans

258,747 6,766 142,642

$2,524,221,579 $17,976,180 $1,010,034,635

$9,756 $2,657 $7,081

Total Financial Aid

261,515

$3,066,849,266

$11,727

Outstanding/Unment Need

226,631

$1,603,426,180

$7,075

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The California State University Institutional Aid Program Report 2014-15 Undergraduates Aggregate Need and Aid Students Dollars Avg $20,600 274,000 $5,644,400,000 Cost of Attendance $712,400,000 $2,600 274,000 Expected Family Contribution $18,000 Financial Need 274,000 $4,932,000,000 Outside Scholarships & Other Resources Federal Gift Aid State Gift Aid (Cal Grants) State Scholarship (MCS) Institutional Non-need-based Gift Aid Institutional Need-based Gift Aid All Scholarships & Grant Aid

16,000 207,000 108,000 70,000 16,200 127,900 265,191

$38,720,000 $906,660,000 $544,320,000 $42,000,000 $49,410,000 $570,434,000 $2,151,544,000

$2,420 $4,380 $5,040 $600 $3,050 $4,460 $9,476

Balance of Need after Gift Aid Total Work-Study Total Loans

271,534 6,500 144,500

$2,780,456,000 $16,900,000 $1,025,950,000

$10,638 $2,600 $7,100

Total Financial Aid

274,000

$3,194,394,000

$11,658

Outstanding/Unmet Need

240,298

$1,824,486,300

$7,593

2015-16 Undergraduates Aggregate Need and Aid Cost of Attendance Expected Family Contribution Financial Need

Students Dollars Avg $21,000 279,000 $5,859,000,000 $742,140,000 $2,660 279,000 $18,340 279,000 $5,116,860,000

Outside Scholarships & Other Resources Federal Gift Aid State Gift Aid (Cal Grants) State Scholarship (MCS) Institutional Non-need-based Gift Aid Institutional Need-based Gift Aid All Scholarships & Grant Aid

16,200 209,000 110,000 92,000 16,400 129,000 278,570

$39,366,000 $919,600,000 $558,800,000 $78,200,000 $50,512,000 $580,500,000 $2,226,978,000

$2,430 $4,400 $5,080 $850 $3,080 $4,500 $9,662

Balance of Need after Gift Aid Total Work-Study Total Loans

276,489 6,540 146,000

$2,889,882,000 $17,134,800 $1,040,980,000

$10,839 $2,620 $7,130

Total Financial Aid

279,000

$3,285,092,800

$11,775

Outstanding/Unmet Need

244,683

$1,905,037,888

$7,786

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January 2015

The California State University Institutional Aid Program Report

January 2015

Typical financial aid packages for dependent students This table/graphic would show the financial aid package received by a typical dependent student with a family income of: (a) $20,000; (b) $40,000; (c) $60,000; (d) $80,000; and (e) $100,000. The following tables assume that the student resides in off-campus housing (typically a shared apartment) and is an entering freshman. The parent contribution assumes a family of four with only one in college.

2014-15 Acadmic Year

$20,000

$40,000

Cost of Attendance

$23,261

$23,261

Parent Contribution

$0

Parent Income $60,000

$80,000

$100,000

$23,261

$23,261

$23,261

$460

$3,643

$8,128

$14,672

$23,261

$22,801

$19,618

$15,133

$8,589

$5,730

$5,280

$2,080

$0

$0

$800

$750

$0

$0

$0

Cal Grant

$1,648

$5,472

$0

$0

$0

State University Grant

$5,472

$0

$5,472

$0

$0

$0

$0

$0

$768

$768

$9,611

$11,299

$12,066

$14,365

$7,821

$23,261

$22,801

$19,618

$15,133

$8,589

Financial Need Typical Financial Aid Package Federal Pell Grant Federal SEOG

State Scholarship (MCS) Federal Work-Study & Student Loa Total Student Financial Aid

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The California State University Institutional Aid Program Report

January 2015

Table 1.1 Insitutional Aid Expenditures Actual 2012-2013 Students

Actual 2013-2014

Dollars

Students

Projected 2015-2016

Projected 2014-2015

Dollars

Students

Dollars

Students

Dollars

State University Grants Undergraduate Graduate/Postbaccalaureate All Students

113,542

$532,683,049

116,705

$548,222,318

118,500

$556,950,000

119,000

17,986

$95,874,816

15,548

$82,508,287

16,500

$87,378,800

16,600

$559,250,000 $85,078,800

131,528

$628,557,865

132,253

$630,730,605

135,000

$644,328,800

135,600

$644,328,800

21,031

$17,359,565

21,322

$17,328,246

21,500

$17,437,973

21,500

$17,437,973

0

$0

0

$0

0

$0

0

$0

21,031

$17,359,565

21,322

$17,328,246

21,500

$17,437,973

21,500

$17,437,973

Educational Opportunity Program (EOP) Grants Undergraduate Graduate/Postbaccalaureate All Students Graduate Equity Fellowships Undergraduate

0

$0

0

$0

0

$0

0

$0

Graduate/Postbaccalaureate

360

$772,990

326

$696,046

340

$729,300

340

$729,300

All Students

360

$772,990

326

$696,046

340

$729,300

340

$729,300

300

$323,333

424

$539,633

440

$506,000

440

$506,000

0

$0

0

$0

0

$0

0

$0

300

$323,333

424

$539,633

440

$506,000

440

$506,000

2,079

$2,407,190

2,063

$2,719,554

2,070

$2,732,400

2,070

$2,732,400

185

$325,170

174

$275,891

178

$284,800

178

$284,800

2,264

$2,732,360

2,237

$2,995,445

2,248

$3,017,200

2,248

$3,017,200

16,971

$38,743,148

18,373

$40,187,773

18,700

$41,140,000

18,700

$41,140,000

3,922

$13,062,220

4,130

$13,437,735

4,200

$13,692,000

4,200

$13,692,000

20,893

$51,805,368

22,503

$53,625,508

22,900

$54,832,000

22,900

$54,832,000

4,268

$33,280,548

4,859

$43,393,794

4,900

$41,650,000

4,900

$41,650,000

34

$464,404

64

$746,023

55

$693,000

55

$693,000

4,302

$33,744,952

4,923

$44,139,817

4,955

$42,343,000

4,955

$42,343,000

CSU Future Scholars Program Awards Undergraduate Graduate/Postbaccalaureate All Students Campus Fee Grants Undergraduate Graduate/Postbaccalaureate All Students Institutional Scholarships Undergraduate Graduate/Postbaccalaureate All Students Athletic Scholarships & Grants Undergraduate Graduate/Postbaccalaureate All Students Education Doctorate Grants

162

$842,152

166

$919,250

170

$952,000

170

$952,000

Doctorate of Physical Therapy Grants

157

$1,102,910

290

$2,347,335

320

$2,592,000

320

$2,592,000

17

$221,896

26

$370,624

36

$514,800

36

$514,800

Doctorate of Nursing Grants Graduate Business Grant Undergraduate

24

$78,334

17

$51,960

20

$62,000

20

$62,000

Graduate/Postbaccalaureate

911

$3,002,324

980

$3,071,722

1,000

$3,200,000

1,000

$3,200,000

All Students

935

$3,080,658

997

$3,123,682

1,020

$3,262,000

1,020

$3,262,000

133,292

$603,946,072

141,742

$640,263,521

142,020

$660,478,373

142,450

$662,778,373

21,311

$116,496,657

19,400

$105,104,284

20,450

$108,569,900

20,540

$106,269,900

154,603

$720,442,729

161,142

$745,367,805

162,470

$769,048,273

162,990

$769,048,273

Subtotal-Grants & Scholarships Undergraduate Graduate/Postbaccalaureate All Students

Institutional Long-Term Educational Loans Undergraduate Graduate/Posbaccalaureate All Students Unduplicated Students and Total Awards Undergraduate Graduate/Posbaccalaureate All Students Waivers of State Tuition Fee Undergraduate Graduate/Posbaccalaureate All Students Unduplicated Students and Total Assistance Undergraduate Graduate/Posbaccalaureate All Students

52 4 56

$196,265 $10,466 $206,731

34 2 36

$114,927 $8,215 $123,142

40 3 43

$140,000 $9,900 $149,900

40 3 43

$140,000 $9,900 $149,900

133,316 21,313 154,629

$604,133,837 $116,507,123 $720,640,960

141,742 19,400 161,142

$640,263,521 $105,104,284 $745,367,805

142,032 20,451 162,483

$660,618,373 $108,579,800 $769,198,173

142,462 20,541 163,003

$662,918,373 $106,279,800 $769,198,173

11,357 2,571 13,928

$46,864,203 $10,235,149 $57,099,352

12,578 2,514 15,092

$56,265,911 $10,496,387 $66,762,298

12,700 2,510 15,210

$57,150,000 $10,542,000 $67,692,000

12,700 2,510 15,210

$57,150,000 $10,542,000 $67,692,000

143,943 23,672 167,615

$650,998,040 $126,742,272 $777,740,312

153,571 21,696 175,267

$696,529,432 $115,600,671 $812,130,103

153,958 22,731 176,689

$717,768,373 $119,121,800 $836,890,173

154,386 22,821 177,207

$718,076,717 $119,167,352 $837,244,069

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The California State University Institutional Aid Program Report

January 2015

CSU Preliminary Mandatory Waiver Report 2012/13 Reported Number of Fee Waivers Cal Vet/Medal of Honor Undergraduate Graduate

2013/14 Reported

2014/15 Budget

2015/16 Budget

6,758 6,339 419

7,470 7,044 426

7,471 7,044 426

7,470 7,044 426

41 38 3

39 38 1

39 38 1

39 38 1

$0 $5,325 $5,472

$0 5,342 $5,472

$0 5,342 $5,472

$0 5,342 $5,472

Graduate Minimum Average Maximum

$0 $6,042 $6,738

$0 5,992 $6,738

$0 5,992 $6,738

$0 5,992 $6,738

Alan Pattee Undergraduate Minimum Average Maximum

$0 $5,301 $5,472

$0 5,442 $5,472

$0 5,442 $5,472

$0 5,442 $5,472

Graduate Minimum Average Maximum

$0 $5,039 $6,738

$0 6,738 $6,738

$0 6,738 $6,738

$0 6,738 $6,738

$33,756,762 2,530,437 $36,287,199

$37,623,346 2,562,542 $40,185,888

$37,623,346 2,562,542 $40,185,888

$37,623,346 2,562,542 $40,185,888

$202,337 12,597 $214,934

$209,523 6,738 $216,261

$209,523 6,738 $216,261

$209,523 6,738 $216,261

$36,502,133 24,422,787 $60,924,920 12,250

$40,402,149 25,333,011 $65,735,160 13,256

$40,402,149 25,333,011 $65,735,160 13,256

$40,402,149 25,333,011 $65,735,160 13,256

Alan Pattee Undergraduate Graduate Minimum/Average/Maximum Waiver Cal Vet/Medal of Honor Undergraduate Minimum Average Maximum

Aggregate Cost of Waivers Cal Vet/Medal of Honor Undergraduate Graduate Alan Pattee Undergraduate Graduate

Mandatory Waivers Other Required Waivers Total Funded Waivers Cost Total Funded Waivers

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The California State University Institutional Aid Program Report

January 2015

PRELIMINARY REPORT: Aggregate Summary of Financial Aid Awarded 2013-14 Student Financial Assistance by Student Level Undergraduates Pell Grant SEOG Grant BIA Grant Chafee Grant Federal Teach Grant Other Federal Grant Direct Loan-Subsidized Direct Loan- Unsubsidized Parent Loan Perkins Loan Nursing Student Loan Federal Work-Study Cal Grant A Cal Grant B State Graduate Fellowship State University Grant EOP Grant Future Scholars Scholarship Graduate Business Grant Campus Fee Grant Institutional Scholarship Athletic Scholarship Institutional Long Term Loan Other Scholarship/Grant Other Educational Loan Tuition Fee Waivers Americorp Grant Other Resources Direct Loans Other Federal Aid Programs Cal Grants/Grad Fellowships CSU Aid Programs & Waivers All Work Study All Loans Total Aid w/Waivers Institutional Grants Work Study/Loans

Number 198,535 21,757 166 540 33 914 137,415 108,110 11,133 4,915 92 6,773 26,770 77,240 0 116,705 21,322 424 17 2,063 18,373 4,859 35 17,409 5,839 12,580 308 3,144 163,504 199,536 104,012 139,054 6,773 166,039 303,293 127,609 168,918

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Total $846,637,053 $11,131,976 $504,578 $2,495,653 $87,309 $2,733,688 $565,437,181 $493,050,562 $133,795,957 $9,504,126 $314,660 $17,989,582 $136,367,165 $379,313,084 $0 $548,222,318 $17,328,246 $539,633 $51,960 $2,719,554 $40,187,773 $43,393,794 $121,920 $39,026,903 $58,573,254 $56,288,936 $552,134 $13,560,532 $1,195,793,736 $873,409,043 $515,687,371 $622,532,185 $17,989,582 $1,264,307,696 $3,409,729,340 $568,146,260 $1,282,297,278

Mean $4,264 $512 $3,040 $4,622 $2,646 $2,991 $4,115 $4,561 $12,018 $1,934 $3,420 $2,656 $5,094 $4,911 $0 $4,770 $944 $1,273 $3,056 $1,318 $2,187 $8,931 $3,483 $2,242 $10,031 $4,474 $1,793 $4,313 $7,314 $4,377 $4,958 $4,477 $2,656 $7,615 $11,242 $4,452 $7,591

The California State University Institutional Aid Program Report 2013-14 Student Financial Assistance by Student Level

Graduates Pell Grant SEOG Grant BIA Grant Chafee Grant Federal Teach Grant Other Federal Grant Direct Loan-Subsidized Direct Loan- Unsubsidized PLUS Loan Perkins Loan Nursing Student Loan Federal Work-Study Cal Grant A Cal Grant B Graduate Equity Fellowship State University Grant Doctor of Education Grant Doctor of Physical Therapy Grant Doctor of Nursing Practice Grant Graduate Business Grant Campus Fee Grant Institutional Scholarship Athletic Scholarship Institutional Long Term Loan Other Scholarship/Grant Other Educational Loan Tuition Fee Waivers Americorp Grant Other Resources Direct Loans Other Federal Aid Programs Cal Grants/Grad Fellowships CSU Aid Programs & Waivers All Work Study All Loans Total Aid w/Waivers Institutional Grants Work Study/Loans

Number 2,957 0 25 4 365 247 4,596 23,433 969 1,086 16 408 40 49 318 15,548 166 290 26 980 174 4,130 64 1 1,829 707 2,512 154 1,093 24,919 4,441 109 18,974 408 25,330 34,880 16,100 25,462

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January 2015

Total $9,416,858 $0 $110,295 $17,000 $1,063,224 $2,057,445 $19,233,218 $301,762,330 $6,878,990 $3,107,620 $52,750 $1,083,154 $191,205 $275,552 $687,196 $82,508,287 $919,250 $2,347,335 $370,624 $3,071,722 $275,891 $13,437,735 $746,023 $1,222 $10,661,905 $7,204,587 $10,473,362 $569,845 $8,859,486 $327,874,538 $15,825,192 $552,412 $100,285,534 $1,083,154 $338,240,717 $477,948,193 $86,251,020 $339,323,871

Mean $3,185 $0 $4,412 $4,250 $2,913 $8,330 $4,185 $12,878 $7,099 $2,862 $3,297 $2,655 $4,780 $5,624 $2,161 $5,460 $5,538 $8,094 $14,255 $3,134 $1,586 $3,254 $11,657 $1,222 $5,829 $10,190 $4,169 $3,700 $8,106 $13,158 $3,563 $5,068 $5,285 $2,655 $13,353 $13,703 $5,357 $13,327

The California State University Institutional Aid Program Report

January 2015

2013-14 Student Financial Assistance All Students Pell Grant SEOG Grant BIA Grant Chafee Grant Federal Teach Grant Other Federal Grant Direct Loan-Subsidized Direct Loan- Unsubsidized Parent Loan Perkins Loan Nursing Student Loan Federal Work-Study Cal Grant A Cal Grant B Graduate Equity Fellowship State University Grant EOP Grant Doctor of Education Grant Doctor of Physical Therapy Grant Doctor of Nursing Practice Grant Future Scholars Scholarship Graduate Business Grant Campus Fee Grant Institutional Scholarship Athletic Scholarship Institutional Long Term Loan Other Scholarship/Grant Other Educational Loan Tuition Fee Waivers Americorp Grant Other Resources Direct Loans Other Federal Aid Programs Cal Grants/Grad Fellowships CSU Aid Programs & Waivers All Work Study All Loans Total Aid w/Waivers Institutional Grants Work Study/Loans

Number 201,492 21,757 191 544 398 1,161 142,011 131,543 11,133 6,001 108 7,181 26,810 77,289 326 132,253 21,322 166 290 26 424 997 2,237 22,503 4,923 36 19,238 6,546 15,092 462 4,237 188,423 203,977 104,121 158,028 7,181 191,369 338,173 143,709 194,380

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Total $856,053,911 $11,131,976 $614,873 $2,512,653 $1,150,533 $4,791,133 $584,670,399 $794,812,892 $133,795,957 $12,611,746 $367,410 $19,072,736 $136,558,370 $379,588,636 $696,046 $630,730,605 $17,328,246 $919,250 $2,347,335 $370,624 $539,633 $3,123,682 $2,995,445 $53,625,508 $44,139,817 $123,142 $49,688,808 $65,777,841 $66,762,298 $1,121,979 $22,420,018 $1,523,668,274 $889,234,235 $516,239,783 $722,817,719 $19,072,736 $1,602,548,413 $3,887,677,533 $654,397,280 $1,621,621,149

Mean $4,249 $512 $3,219 $4,619 $2,891 $4,127 $4,117 $6,042 $12,018 $2,102 $3,402 $2,656 $5,094 $4,911 $2,135 $4,815 $944 $5,538 $8,094 $14,255 $1,273 $3,133 $1,339 $2,383 $8,966 $3,421 $2,583 $10,049 $4,424 $2,429 $5,291 $8,086 $4,359 $4,958 $4,574 $2,656 $8,374 $11,496 $4,554 $8,343