2018 Financial Aid Definitions

2018 Financial Aid Definitions | Willamette University
H. FINANCIAL AID
Aid Awarded to Enrolled Undergraduates
Enter total dollar amounts awarded to enrolled full-time and less than full-time degree-seeking undergraduates (using the same cohort reported in CDS Question B1, total degree-seeking undergraduates) in the following categories. (Note: If the data being reported are final figures for the 2017-2018 academic year (see the next item below), use the 2017-2018 academic year's CDS Question B1 cohort.) Include aid awarded to international students (i.e., those not qualifying for federal aid). Aid that is non-need-based but that was used to meet need should be reported in the need-based aid columns. (For a suggested order of precedence in assigning categories of aid to cover need, see the entry for non-need-based scholarship or grant aid on the last page of the definitions section.)
H1   2018-2019 estimated 2017-2018
final
H1 Indicate the academic year for which data are reported for items H1, H2, H2A, and H6 below: x  
H3 Which needs-analysis methodology does your institution use in awarding institutional aid?
H3 Federal methodology (FM) x
H3 Institutional methodology (IM)  
H3 Both FM and IM  
H1   Need-based $ (Include non-need-based aid used to meet need.) Non-need-based $ (Exclude non-need-based aid used to meet need.)
H1 Scholarships/Grants
H1 Federal $2,438,200  
H1 State (i.e., all states, not only the state in which your institution is located) $416,094  
H1 Institutional: Endowed scholarships, annual gifts and tuition funded grants, awarded by the college, excluding athletic aid and tuition waivers (which are reported below). $29,715,944 $12,522,480
H1 Scholarships/grants from external sources (e.g., Kiwanis, National Merit) not awarded by the college $970,711 $205,591
H1 Total Scholarships/Grants $33,540,949 $12,728,071
H1 Self-Help
H1 Student loans from all sources (excluding parent loans) $6,799,658 $1,150,651
H1 Federal Work-Study $1,207,626  
H1 State and other (e.g., institutional) work-study/employment (Note: Excludes Federal Work-Study captured above.) $0 $0
H1 Total Self-Help $8,007,284 $1,150,651
H1 Other
H1 Parent Loans $3,167,716 $177,163
H1 Tuition Waivers
Reporting is optional. Report tuition waivers in this row if you choose to report them. Do not report tuition waivers elsewhere.
$696,500 $948,384
H1 Athletic Awards $0 $0
H2 Number of Enrolled Students Awarded Aid: List the number of degree-seeking full-time and less-than-full-time undergraduates who applied for and were awarded financial aid from any source. Aid that is non-need-based but that was used to meet need should be counted as need-based aid. Numbers should reflect the cohort awarded the dollars reported in H1. Note: In the chart below, students may be counted in more than one row, and full-time freshmen should also be counted as full-time undergraduates.
H2     First-time
Full-time
Freshmen
Full-time
Undergraduate
(Incl. Fresh.)
Less Than
Full-time
Undergraduate
H2 a) Number of degree-seeking undergraduate students (CDS Item B1 if reporting on Fall 2017 cohort) 389 1604 19
H2 b) Number of students in line a who applied for need-based financial aid 342 1188 10
H2 c) Number of students in line b who were determined to have financial need 277 1021 8
H2 d) Number of students in line c who were awarded any financial aid 277 1021 7
H2 e) Number of students in line d who were awarded any need-based scholarship or grant aid 273 1009 7
H2 f) Number of students in line d who were awarded any need-based self-help aid 236 880 6
H2 g) Number of students in line d who were awarded any non-need-based scholarship or grant aid 71 167 0
H2 h) Number of students in line d whose need was fully met (exclude PLUS loans, unsubsidized loans, and private alternative loans) 42 160 3
H2 i) On average, the percentage of need that was met of students who were awarded any need-based aid. Exclude any aid that was awarded in excess of need as well as any resources that were awarded to replace EFC (PLUS loans, unsubsidized loans, and private alternative loans) 79.5% 78.2% 78.7%
H2 j) The average financial aid package of those in line d. Exclude any resources that were awarded to replace EFC (PLUS loans, unsubsidized loans, and private alternative loans) $ 38,254 $ 37,658 $ 24,761
H2 k) Average need-based scholarship and grant award of those in line e $ 32,791 $ 32,136 $ 20,684
H2 l) Average need-based self-help award (excluding PLUS loans, unsubsidized loans, and private alternative loans) of those in line f $ 5,558 $ 5,741 $ 4,757
H2 m) Average need-based loan (excluding PLUS loans, unsubsidized loans, and private alternative loans) of those in line f who were awarded a need-based loan $ 3,395 $ 4,395 $ 2,399
H2A Number of Enrolled Students Awarded Non-need-based Scholarships and Grants: List the number of degree-seeking full-time and less-than-full-time undergraduates who had no financial need and who were awarded institutional non-need-based scholarship or grant aid. Numbers should reflect the cohort awarded the dollars reported in H1. Note: In the chart below, students may be counted in more than one row, and full-time freshmen should also be counted as full-time undergraduates.
H2A     First-time
Full-time
Freshmen
Full-time
Undergrad
(Incl. Fresh.)
Less Than
Full-time
Undergrad
H2A n) Number of students in line a who had no financial need and who were awarded institutional non-need-based scholarship or grant aid (exclude those who were awarded athletic awards and tuition benefits) 111 553 6
H2A o) Average dollar amount of institutional non-need-based scholarship and grant aid awarded to students in line n $ 22,550 $ 22,311 $ 11,619
H2A p) Number of students in line a who were awarded an institutional non-need-based athletic scholarship or grant 0 0 0
H2A q) Average dollar amount of institutional non-need-based athletic scholarships and grants awarded to students in line p $ 0 $ 0 $ 0
H3 Incorporated into H1 above.
Note: These are the graduates and loan types to include and exclude in order to fill out CDS H4 and H5.
Include: * 2018 undergraduate class: all students who started at your institution as first- time students and received a bachelor's degree between July 1, 2017 and June 30, 2018.
* only loans made to students who borrowed while enrolled at your institution.
* co-signed loans.
Exclude: * students who transferred in.
* money borrowed at other institutions.
* parent loans
* students who did not graduate or who graduated with another degree or certificate (but no bachelor's degree)
H4 Provide the number of students in the 2018 undergraduate class who started at your institution as first-time students and received a bachelor's degree between July 1, 2017 and June 30, 2018. Exclude students who transferred into your institution 420
H5 Number and percent of students in class (defined in H4 above) borrowing from federal, non-federal, and any loan sources, and the average (or mean) amount borrowed. NOTE: The Average per-undergraduate-borrower cumulative principal borrowed, is designed to provide better information about student borrowing from federal and nonfederal (institutional, state, commercial) sources. The numbers, percentages, and averages for each row should be based only on the loan source specified for the particular row. For example, the federal loans average (row b) should only be the cumulative average of federal loans and the private loans average (row e) should only be the cumulative average of private loans.
Source/Type of Loan Number in the class (defined in H4 above) who borrowed from the types of loans specified in the first column Percent of the class (defined above) who borrowed from the types of loans specified in the first column (nearest 1%) Average per-undergraduate-borrower cumulative principal borrowed from the types of loans specified in the first column (nearest $1)
H5
a) Any loan program: Federal Perkins, Federal Stafford Subsidized and Unsubsidized, institutional, state, private loans that your institution is aware of, etc. Include both Federal Direct Student Loans and Federal Family Education Loans. 253 60.24% $30,740
b) Federal loan programs: Federal Perkins, Federal Stafford Subsidized and Unsubsidized. Include both Federal Direct Student Loans and Federal Family Education Loans. 251 59.76% $25,741
c) Institutional loan programs. 0 0.00% $0
d) State loan programs. 0 0.00% $0
e) Private student loans made by a bank or lender. 23 5.48% $57,233
Aid to Undergraduate Degree-seeking Nonresident Aliens (Note: Report numbers and dollar amounts for the same academic year checked in item H1.)
H6 Indicate your institution s policy regarding institutional scholarship and grant aid for undergraduate degree-seeking nonresident aliens:
H6 Institutional need-based scholarship or grant aid is available  
H6 Institutional non-need-based scholarship or grant aid is available  
H6 Institutional scholarship or grant aid is not available  
H6 If institutional financial aid is available for undergraduate degree-seeking nonresident aliens, provide the number of undergraduate degree-seeking nonresident aliens who were awarded need-based or non-need-based aid:  
H6 Average dollar amount of institutional financial aid awarded to undergraduate degree-seeking nonresident aliens:  
H6 Total dollar amount of institutional financial aid awarded to undergraduate degree-seeking nonresident aliens:  
H7 Check off all financial aid forms nonresident alien first-year financial aid applicants must submit:
H7 Institution s own financial aid form  
H7 CSS/Financial Aid PROFILE  
H7 International Student s Financial Aid Application  
H7 International Student s Certification of Finances  
H7 Other (specify):  
   
Process for First-Year/Freshman Students
H8 Check off all financial aid forms domestic first-year (freshman) financial aid applicants must submit:
H8 FAFSA  
H8 Institution's own financial aid form  
H8 CSS/Financial Aid PROFILE  
H8 State aid form  
H8 Noncustodial PROFILE  
H8 Business/Farm Supplement  
H8 Other (specify):  
   
H9 Indicate filing dates for first-year (freshman) students:
H9 Priority date for filing required financial aid forms:    
H9 Deadline for filing required financial aid forms:    
H9 No deadline for filing required forms (applications processed on a rolling basis):    
H10 Indicate notification dates for first-year (freshman) students (answer a or b):
H10 a) Students notified on or about (date):  
H10   Yes No
H10 b) Students notified on a rolling basis:    
H10   If yes, starting date:  
H11 Indicate reply dates:
H11 Students must reply by (date):  
H11 or within _______ weeks of notification.  
Types of Aid Available
Please check off all types of aid available to undergraduates at your institution:
H12 Loans
H12 FEDERAL DIRECT STUDENT LOAN PROGRAM (DIRECT LOAN)
H12 Direct Subsidized Stafford Loans  
H12 Direct Unsubsidized Stafford Loans  
H12 Direct PLUS Loans  
H12 Federal Perkins Loans  
H12 Federal Nursing Loans  
H12 State Loans  
H12 College/university loans from institutional funds  
H12 Other (specify):  
   
H13 Scholarships and Grants
H13 NEED-BASED:
H13 Federal Pell  
H13 SEOG  
H13 State scholarships/grants  
H13 Private scholarships  
H13 College/university scholarship or grant aid from institutional funds  
H13 United Negro College Fund  
H13 Federal Nursing Scholarship  
H13 Other (specify):  
   
H14 Check off criteria used in awarding institutional aid. Check all that apply.
H14   Non-Need Based Need-Based
H14 Academics    
H14 Alumni affiliation    
H14 Art    
H14 Athletics    
H14 Job skills    
H14 ROTC    
H14 Leadership    
H14 Minority status    
H14 Music/drama    
H14 Religious affiliation    
H14 State/district residency    
H15 If your institution has recently implemented any major financial aid policy, program, or initiative to make your institution more affordable to incoming students such as replacing loans with grants, or waiving costs for families below a certain income level please provide details below: