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Question 1: The family income level categories were adopted from the IPEDS Student Financial Aid Survey, Part E. To respond to this question, enter the number of first-time, full-time degree- or certificate-seeking freshmen who matriculated at your institution in academic year 2017-18, as of your fall 2017 census date. Part-time students, guests, and special students, or students in non-degree or non-certificate programs should NOT be included. First-year students enrolled in off-campus or other "non-traditional" programs may be included ONLY if they are enrolled full-time in undergraduate certificate or degree programs. Please use the same census date that you use for IPEDS survey responses (approximately October 1 for many institutions). If you are unable to provide responses by family income level, enter your institution's total number of first-time, full-time, freshmen in the "Family Income Unknown" column.  

Question 2: Include the number of first-time, full-time entering freshmen (as reported in Question 1) who received institutionally funded grants, scholarships, or fellowships in 2017-18, by their respective family income levels. Include institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 3: Include the total dollar amount of institutionally funded grants, scholarships, or fellowships awarded to first-time, full-time freshmen in 2017-18, by family income level (see Question 2). Include the dollar amounts of institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include the dollar amounts of any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include the dollar amounts of any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 4: Include the estimated total number of entering degree- or certificate-seeking first-time freshmen who matriculated on a full-time basis in academic year 2018-19, as of your fall 2018 census date. Part-time students, guests, and special students, or students in non-degree or non-certificate programs should NOT be included. First-time, full-time freshmen enrolled in off-campus or other "non-traditional" programs may be included ONLY if they are enrolled in undergraduate certificate or degree programs.

Question 5: Include the estimated total number of first-time, full-time freshmen (as reported in Question 4) who received institutionally funded grants, scholarships, or fellowships in 2018-19. Include institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 6: Include the estimated total dollar amount of institutionally funded grants, scholarships, or fellowships awarded to first-time, full-time freshmen in 2018-19 (see Question 5). Include the dollar amounts of institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include the dollar amounts of any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include the dollar amounts of any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 7: The family income level categories were adopted from the IPEDS Student Financial Aid Survey, Part E. To respond to this question, enter by requested income level the total number of all undergraduate students who were enrolled in courses for academic credit in academic year 2017-18, as of your fall 2017 census date. The figure should include all undergraduates who were taking courses for academic credit, regardless of their attendance status or academic grade level. Students enrolled in off-campus or other "non-traditional" programs may be included ONLY if they are enrolled in courses leading to academic credit; that is, students in non-credit courses should be EXCLUDED. Please use the same census date that you used for your IPEDS survey responses (approximately October 1 for many institutions) for your figures. If you are unable to provide responses by family income level, enter your institution's total number of undergraduates in the "Family Income Unknown" column.  

Question 8: Include the total number of undergraduates (as reported in Question 7) who received grants, scholarships, or fellowships funded by your institution, by their respective family income levels. Include institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 9: Include the total dollar amount of institutionally funded grants, scholarships, or fellowships awarded to all undergraduates, by family income level (see Question 8). Include the dollar amounts of institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include the dollar amounts of any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include the dollar amounts of any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 10: To respond to this question, include estimated total number of all undergraduate students who were enrolled in courses for academic credit in academic year 2018-19, as of your fall 2018 census date. The figure should include all undergraduates who are taking courses for academic credit, regardless of their attendance status or academic grade level. Students enrolled in off-campus or other "non-traditional" programs may be included ONLY if they are enrolled in undergraduate courses for academic credit; that is, students in non-credit courses should be EXCLUDED.

Question 11: Include the total number of undergraduates (as reported in Question 10) who received grants, scholarships, or fellowships funded by your institution in 2018-19. Include institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 12: Include the estimated total dollar amount of institutionally funded grants, scholarships, or fellowships awarded to all undergraduates in 2018-19 (see Question 11). Include the dollar amounts of institutionally funded grants, scholarships, or fellowships awarded on the basis of students' demonstrated financial need, academic merit, athletics, or any other criteria your institution may use. Also include the dollar amounts of any grants, scholarships, or fellowships that were funded by restricted and unrestricted institutional endowment funds. DO NOT include the dollar amounts of any aid from the following programs: federal or state grant aid; private grants, scholarships or fellowships; institutional matches for externally funded student grants, scholarships, or fellowships; transfers from the current fund to student loan funds; tuition waivers/tuition remission; tuition benefits for institutional employees or their dependents; or tuition exchange programs.

Question 13: Include the published price of tuition plus all mandatory fees (or "sticker price") for full-time, full-year undergraduates for the academic year (that is, during the regular academic year, not including summer or other "non-traditional" academic terms). This rate SHOULD NOT charges for room, board, books, supplies, or any other education-related expenses. If tuition charges differ by class level or academic program (differential tuition), please report on the tuition and mandatory fee rate that the majority of undergraduate students pay. This figure should be the same as the amount reported in IPEDS Institutional Characteristics Survey Part D, Price of Attendance.

Question 14: Include the gross revenue received from tuition and fees from all undergraduate students during the full academic year. At most institutions, the academic year is defined as the period between July 1 and June 30. The gross revenue figure SHOULD include revenue received from summer or other "non-traditional" academic terms. Gross revenue should also include funds received for differential tuition and fees charged to undergraduates in specialized arts, sciences, engineering, or other programs. However, the figure should NOT include any revenue received from room, board, or any other charges not related directly to tuition and fees.

Question 17: Response should be based on the total amount of institutionally funded grants, scholarships, and fellowships awarded to all undergraduates in academic year 2017-18 (see Question 9). "Need-based" institutional grants, scholarships, and fellowships are those awarded based entirely on undergraduate students' demonstrated financial need. "Non-need-based aid used to meet need" should include institutionally funded scholarships, fellowships, and grants awarded based on academic merit or some other "non-need" criteria to undergraduates who had any demonstrated financial need. "Non-need-based aid NOT used to meet need" should include institutionally funded grants, scholarships, and fellowships awarded to students who had no demonstrated financial need.  

Contact

Ken Redd

Senior Director, Research and Policy Analysis

202.861.2527

kredd@nacubo.org

CONTACT

Lindsay Wayt

Assistant Director, Research and Policy Analysis

202.861.2531

lwayt@nacubo.org

Contact

Steffon Gray

Assistant Director, Research and Policy Analysis

202.861.2566

sgray@nacubo.org


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