The University of Wisconsin System

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2009-10 Minority/Disadvantaged Annual Report – Page 1

The University of Wisconsin System

2009-10 Minority and Disadvantaged

Student Annual Report

April 2011

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SUMMARY AND HIGHLIGHTS Background

The 2009-10 Minority and Disadvantaged Student Annual Report fulfills the requirement in Section 36.25 (14m) (c) of the Wisconsin State Statutes that the Board of Regents report annually on its pre-college, recruitment, and retention plan for multicultural and economically disadvantaged students. The information contained in this report responds to the statutory requirement and includes information on the following:

 Pre-college initiatives and activities;

 Expenditures for multicultural and economically disadvantaged student programs;  Student financial assistance data.

The programs implemented by the University do not distinguish between minority and disadvantaged students; that is, if a student qualifies for these programs, he or she is eligible for all services required under the statute. Therefore, the University only tracks expenditures within the program parameters established by statute.

Precollege Initiatives and Activities

University of Wisconsin institutions support a large and diverse array of precollege programs to enlarge the pool of multicultural1 and economically disadvantaged students in Wisconsin and prepare them for college. Through these precollege programs, UW institutions provide opportunities for academic skills enhancement, academic enrichment, introduction to college life, and career exploration. Funding for targeted students to attend precollege programs is provided by a consortium of sources, including the UW System, federal TRIO programs, the Department of Public Instruction’s (DPI) Scholarship Program, and private dollars. In 2009-10, 15,411students participated in precollege programs in UW System institutions.

Program Funding

The state and federal governments, through general program revenue, gifts, and grants, provide program funding for multicultural and economically disadvantaged students. The 1987-89 Wisconsin Biennial Budget Act created an appropriation under Section 20.285 (4)(a) to provide funding for these programs (referred to as Fund 402).

Multicultural/Disadvantaged Programs implemented by the University do not distinguish between minority and disadvantaged students; that is, if a student qualifies for these programs, he or she is eligible for all services required under the statute. Therefore, the University only tracks expenditures within the program parameters established by statute. All UW institutions obtain extramural support to supplement government funding for these programs.

 In 2009-10, UW System institutions expended approximately $57 million from all funding sources for multicultural and disadvantaged student programs.

 Approximately $22.3 million of these funds were raised by the institutions from extramural and non-government sources.

1_{While the term “multicultural” does, in fact, comprise people of all racial and ethnic groups, the terms “minority,” “people of color,” and} “multicultural” are used interchangeably in current practice.

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 During 2009-10, the UW System expended just over $8.5 million from Fund 402.2 Based on institutional estimates, Fund 402 dollars were distributed toward retention activities (61 percent or $4.9 million);

precollege programs and activities (19 percent or $1.6 million); and recruitment (20 percent or $1.6 million). Student Financial Assistance

In 2009-10, need-based financial aid was provided to 121,0213 or (68%) of students enrolled at University of Wisconsin institutions. In addition to the general financial aid programs offered to students, two other financial aid sources are available to multicultural and economically disadvantaged students: the Lawton Undergraduate Minority Retention Grant (LUMRG) for undergraduate students; and the Advanced Opportunity Program (AOP) grant for graduate students.

 In 2009-10, a total of 14,386 multicultural students in the UW System received financial assistance. Of these: o 3,643 multicultural students 4 received LUMRG grants, an increase of 4% over 2008-09. The average

LUMRG award was $1,750.

o 658 students received AOP grants, an increase of 3% from 2009-10. The average AOP award was $9,560. 489 of the AOP recipients were multicultural students.

Approximately 17.9 percent of the total need-based financial aid provided to University of Wisconsin students in 2009-10 was provided to multicultural students (14,386 students).5

SECTION I: UW SYSTEM M/D PRECOLLEGE ACTIVITIES

UW System institutions provide various precollege, recruitment, and retention programs for multicultural students. Effective precollege programs expand the pool of high school graduates who apply to the UW System. Participation in precollege programs increases the probability of multicultural students graduating from high school.

Data from the 1998 planning process for the UW System’s previous diversity framework, Plan 2008: Educational Quality through Racial and Ethnic Diversity, stressed the importance of precollege activities for all targeted multicultural groups, which include African Americans, Hispanic/Latinos, American Indians, and Asian Americans, with an emphasis on Southeast Asian Americans. Then and now, research shows that college remains a seemingly unattainable goal for many youth of color in Wisconsin and nationally. A lower high school completion rate, inadequate financial aid, and a lack of precollege opportunities contribute to low college enrollment and graduation rates for multicultural students. UW System institutions work vigorously to provide youth of color with the necessary prerequisites, information, and academic skills for access to higher education through precollege programs.

In 2009-10, UW institutions served 15,411 precollege students and expended more than $8.5 million in state Fund 402 dollars (Table 1). Approximately 19 percent of these dollars were expended on precollege activities.

2_{Fund 402 is defined in the state statutes under s.20.285 which states that (a) “The board shall allocate funds under s.20.285 (4)(a) to fund} programs for recruiting minority and disadvantaged students and to fund programs for minority and disadvantaged students enrolled in the system.” This figure only includes Fund 402 expenditures for UW institutions.

3_{See Table 2 for UW System financial aid figures.}

4_{Multicultural student figures include statutorily defined target groups only; missing or other students are not included (Table 3).} 5_{See Table 2 for UW System financial aid figures.}

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Table 1

Minority and Disadvantaged Program Funding 2009-10 All Fund Expenditures

2008-09 2009-10 Total Program Funds & Scholarships Total Program Funds & Scholarships *Fund 402 M/D Appropriation 20.285 (4) Expenditures

Other State Funds Reallocated to M/D Programs Extramural Funds **Total M/D Program Funds *** Institutional Scholarships UW-Mad $25,200,677 $32,637,152 $1,814,777 9,329,435.79 10,130,212.75 $21,274,426 $11,362,726 UW-Mil $8,779,357 $8,205,250 $2,328,543 $1,789,841 $3,418,536 $7,536,920 $668,330 UW-EC $1,764,787 $1,502,989 $243,022 $361,235 $734,648 $1,338,905 $164,084 UW-GB $1,322,425 $1,392,942 $156,631 $93,389 $682,922 $932,941 $460,001 UW-L $2,114,661 $2,004,347 $243,650 $473,078 $1,218,589 $1,935,317 $69,030 UW-O $1,040,557 $1,139,754 $532,173 $30,072 $515,923 $1,078,167 $61,587 UW-Park $1,104,444 $986,399 357,214 121,050 481,051 $959,316 $27,083 UW-Plat $661,074 $729,097 $170,375 $235,135 $323,587 $729,097 $0 UW-RF $1,253,392 $1,068,004 $177,423 $137,874 $752,706 $1,068,004 $0 UW-SP $1,056,759 $1,311,444 $303,043 $173,757 $833,507 $1,310,307 $1,137 UW-Sto $1,427,639 $1,511,285 $331,761 $142,412 $995,436 $1,469,610 $41,675 UW-Sup $1,132,234 $1,028,236 $146,973^^ $178,672 $701,591 $1,027,236 $1,000 UW-W $1,935,283 $1,834,711 $845,748 $130,717 $858,246 $1,834,711 $0 UW-C $1,018,676 $997,049 $289,046 $31,879 $671,804 $992,729 $4,320 UW-Ext $156,986 $143,725 $110,283 $24,439 $9,003 $143,725 $0 UW-Sys $771,684 $610,922 $473,029 $131,855 $6,038 $610,922 $0 Total $50,740,635 $57,103,306 $8,523,691^^ 13,384,841 22,333,801 $44,242,333 $12,860,973

* Does not include fringe benefits. Also excludes AOP, Lawton, and other financial aid. ** Includes program revenue funds from auxiliaries and special courses.

*** Reflects institution-awarded scholarships that go through institutional accounts. Does not reflect scholarships administered by foundations.

^^Includes a $4,718 encumbrance from the previous fiscal year. Source: UW System Office of Budget and Planning

SECTION II: UW SYSTEM PROGRAM FUNDING

The state and federal governments provide program funding for multicultural and economically disadvantaged students through General Program Revenue (GPR) and grants. The institutions also raise extramural funds (Figure 1 and

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Table 1). The 1987-88 biennial budget act [Wis. Stats. 20.285 (4)(a)] created an appropriation designated as Fund 402, specifically for multicultural and economically disadvantaged students.

In 2009-10, the state budget allocation designated specifically for minority/disadvantaged programs (Fund 402) was slightly over $8.5 million. Table 1 lists all 2009-10 GPR and non-GPR funds expended for multicultural and economically disadvantaged student programs, including institutional expenditures from the appropriation under Fund 402.

Of all UW System minority/disadvantaged funding, $35.2 million (62 percent) was raised by UW System institutions from institutional scholarships, extramural, and non-government sources. Fifteen percent of Minority and Disadvantaged program dollars are from Fund 402, and support diversity programs and activities; the remaining 23 percent are state funds allocated by UW institutions from their base budgets (Figure 1).

Source: UW System Office of Budget and Planning

Fund 402 includes funding for precollege, recruitment and retention activities, and related administrative expenses. Precollege activities encourage and prepare K-12 students to pursue post-secondary education. Recruitment activities increase new UW System student applications and, ultimately, enrollment. Retention activities assist students in making satisfactory academic progress and in completing their degrees.

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At UW institutions, Multicultural/Disadvantaged (M/D) offices and other institutional entities provide a wide variety of academic, co-curricular, precollege, recruitment, retention, orientation, academic counseling, referral, tutorial services, leadership development, and socio-cultural activities. M/D offices often serve as resource centers for

multicultural and economically disadvantaged students, as well as the larger campus community.

In 2009-10, 61 percent of Fund 402 dollars were expended on retention, 20 percent on recruitment, and 19 percent on precollege activities (Figure 2).

Source: UW System Office of Budget and Planning

SECTION III: STUDENT FINANCIAL ASSISTANCE

Financial aid was one of the three highest priorities cited by UW System faculty, staff, multicultural students, and communities of color during the development of Plan 2008, and over a decade later, it remains crucial to the successful recruitment, retention, and graduation of multicultural and economically disadvantaged students.

In 2009-10, 121,021 UW System students received average aid of $10,040 (Table 2). In the UW System, 14,386 multicultural students received financial aid. During that same period, 87 percent of multicultural aid recipients had

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demonstrated financial need, based on the Federal Needs analysis methodology, while 72 percent of white recipients had demonstrated financial need.

The combined average aid provided for multicultural students was $12,599, as higher financial need among multicultural students results in higher aid awarded. Of the aid awarded to multicultural students, 50 percent was in the form of loans and 49 percent was in the form of grants with the remainder consisting of work aid. In contrast, 74 percent of aid was in the form of loans and 25 percent in the form of grants for white students.

Table 2

UW System Financial Aid Recipients' Need Profile by Race/Ethnicity 2009-10 Number of Recipients Count Need *Average Financial Aid Need **Average Financial Aid Received ***Percent of Aid in Grants ***Percent of Aid in Loans African American 5,253 4,725 $18,852 $13,892 47% 52% American Indian 985 814 $15,732 $12,430 55% 44% Southeast Asian 2,920 2,801 $16,674 $12,175 65% 34% Hispanic/Latino(a) 4,241 3,429 $16,786 $11,651 43% 55%

Two or More Races 987 810 $15,160 $11,208 45% 54%

Total Multicultural 14,386 12,579 $17,364 $12,599 50% 49%

Hawaiian/Pacific Island 111 82 $14,490 $11,774 29% 70%

Other Asian 1,941 1,517 $18,812 $11,704 34% 65%

White 103,039 74,411 $12,972 $9,703 25% 74%

Unknown 1,224 185 $12,167 $5,782 70% 30%

Two or more races 320 220 $14,592 $8,918 32% 66%

Total Other 106,635 76,415 $13,092 $9,695 26% 73%

Total 121,021 88,994 $13,696 $10,040 29% 70%

*Average financial need is based on students with need (defined by federal methodology). The average is computed across all students, not across categories **Average financial aid received is computed across all students, not across categories.

***Work aid comprised the remaining percentage of financial aid. Source: UW System Office Policy Analysis and Research

Note: additional financial aid program descriptions and statistics can be found in theStudent Financial Aid Informational

Memorandum: 2009-10 Update published in March 2011 by the Office of Policy Analysis and Research, and located at:

http://www.uwsa.edu/opar/orb-im/im/fin_aid/fa09-10.pdf.

Minority/Disadvantaged Financial Aid Programs

UW System administers two financial aid programs that target multicultural and economically disadvantaged students. The Lawton Undergraduate Minority Retention Grant (LUMRG) Program provides assistance to degree-seeking undergraduates, and the Advanced Opportunity Program (AOP) awards are for students degree-seeking advanced degrees.

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In 2009-10, the LUMRG program provided assistance to 3,643 undergraduates, with an average award of $1,750. The AOP program provided assistance to 658 graduate students seeking advanced degrees, with an average award of $9,560 (Table 3).

Table 3

UW System Students of Color and Disadvantaged Student Financial Aid Programs 2009-10

Lawton Undergraduate

Minority Advanced Opportunity

Retention Grant (LUMRG) Program (AOP)

Multicultural Students

#Recipients Average $ #Recipients Average $

African American 1,268 $1,778 204 $10,196

Hispanic/Latino 855 $1,766 127 $11,452

American Indian 205 $1,578 31 $9,949

SE Asian American 1,030 $1,789 77 $9,844

Two or More Races 214 $1,558 50 $12,585

Other Students

Hawaiian/Pacific Islander 2 $3,000 4 $10,128

Other Asian 54 $1,519 32 $5,962

Two or more races 1 $791

Other or unknown 14 $1,543 11 $14,401

White n/a n/a 122 $5,497

System Total 3,643 $1,750 658 $9,560

The Lawton Undergraduate Minority Retention Grant (LUMRG) Program

The LUMRG Program began in 1986-87, and provides need-based assistance to African American,

Hispanic/Latino, American Indian, and statutorily defined Southeast Asian American students who are U.S. citizens or permanent residents. Eligible students may be sophomores, juniors, or seniors who are Wisconsin residents or Minnesota Reciprocity students. Students must be enrolled in six or more credits and in good standing. The LUMRG program replaces loan aid with grant aid when possible. For additional information on undergraduate financial aid, see Appendix A.

In 2009-10, students could receive LUMRG grants up to a maximum of $3,000 per year, and were eligible for up to four years of LUMRG awards. Financial need for the LUMRG is determined by the standard federal methodology. LUMRG grants are awarded on a “last dollar” basis; all other grants or fellowships are awarded first. The total fund amount in 2009-10 was $6.4million. For additional information on undergraduate financial aid, see Appendix A. The Advanced Opportunity Program (AOP)

The AOP Program began in 1973-74 to promote the recruitment and retention of multicultural and economically

disadvantaged students seeking degrees at the graduate and advanced professional levels. Eligible students must be U.S. citizens or permanent residents, with preference given to Wisconsin residents. The total fund amount in 2009-10 was $6.3 million. For additional information on graduate level financial aid, see Appendix B.

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Appendix A

Undergraduate Financial Aid 2009-10 # $ # $ # $ # $ So ut heas t A si an A m er ican Dependent 2,064 $33,033,177 2,108 $25,330,934 1,935 $18,065,333 1,336 $6,771,351 Independent 594 $10,231,254 598 $7,073,898 543 $3,792,598 467 $3,194,535 Unknown 0 $0 47 $285,206 40 $230,723 6 $44,929 Total 2,658 $43,264,431 2,753 $32,690,038 2,518 $22,088,654 1,809 $10,010,815 O th er A si an A m er ican Dependent 929 $14,324,240 1,146 $11,692,068 784 $5,122,913 850 $6,348,460 Independent 320 $5,596,110 327 $3,883,314 262 $1,564,609 261 $2,275,570 Unknown 0 $0 145 $614,939 135 $476,229 11 $138,710 Total 1,249 $19,920,350 1,618 $16,190,321 1,181 $7,163,751 1,122 $8,762,740 A fr ican A m er ican Dependent 2,468 $42,935,542 2,756 $36,173,691 2,332 $19,359,619 2,393 $16,317,037 Independent 1,680 $31,726,997 1,700 $23,423,822 1,511 $10,187,781 1,536 $13,060,678 Unknown 0 $0 115 $1,526,423 111 $1,494,969 5 $31,454 Total 4,148 $74,662,539 4,571 $61,123,936 3,954 $31,042,369 3,934 $29,409,169 A m er ican In di an Dependent 364 $4,678,311 463 $5,160,900 372 $3,026,464 316 $2,077,466 Independent 350 $5,707,870 369 $4,671,804 348 $2,763,684 253 $1,881,200 Unknown 0 $0 28 $213,051 24 $174,435 5 $38,616 Total 714 $10,386,181 860 $10,045,755 744 $5,964,583 574 $3,997,282 H is pani c/ Latino

(a) Dependent _Independent 2,036 _1,017 $30,532,455 _$17,191,606 2,504 _1,044 _$12,553,288$27,540,267 1,780 ₈₇₀ $12,485,192 _$5,624,273 2,044 ₈₆₃ $14,615,402 _$6,831,256

Unknown 0 $0 192 $1,298,225 176 $1,130,028 20 $168,197 Total 3,053 $47,724,061 3,740 $41,391,780 2,826 $19,239,493 2,927 $21,614,855 H aw ai ian/ Paci fic Is land er _Dependent ₄₉ _$597,998 ₆₈ _$729,617 ₃₃ _$191,287 ₆₃ _$531,152 Independent 22 $373,919 22 $273,811 14 $105,254 19 $166,557 Unknown 0 $0 7 $38,239 6 $30,239 1 $8,000 Total 71 $971,917 97 $1,041,667 53 $326,780 83 $705,709 Tw o or Mo re Races Dependent 684 $9,046,149 870 $8,828,246 594 $3,837,248 716 $4,871,102 Independent 250 $3,953,258 258 $2,954,518 203 $1,307,722 215 $1,622,038 Unknown 0 $0 59 $314,381 55 $278,779 5 $35,602 Total 934 $12,999,407 1,187 $12,097,145 852 $5,423,749 936 $6,528,742 Unk now n Dependent 977 $12,770,044 1,287 $12,304,003 728 $4,076,967 1,079 $8,028,416 Independent 640 $10,406,766 664 $7,904,719 497 $2,946,233 555 $4,870,468 Unknown 0 $0 652 $3,531,512 608 $3,158,226 69 $373,286 Total 1,617 $23,176,810 2,603 $23,740,234 1,833 $10,181,426 1,703 $13,272,170 W hi te Dependent 48,388 $517,558,651 68,242 $613,645,001 31,368 $147,834,239 61,368 $457,181,318 Independent 16,396 $247,024,321 16,995 $188,438,741 12,351 $66,739,971 14,799 $120,386,349 Unknown 0 $0 5,828 $26,134,968 5,242 $20,049,032 633 $5,950,375 Total 64,784 $764,582,972 91,065 $828,218,710 48,961 $234,623,242 76,800 $583,518,042

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Appendix B

Graduate Financial Aid 2009-10 # $ # $ # $ # $ So ut heas t A si an A m er ican Dependent 0 $0 0 $0 0 $0 0 $0 Independent 143 $3,440,498 145 $2,677,693 90 $791,360 126 $1,878,337 Unknown 0 $0 14 $126,828 14 $126,828 0 $0 Total 143 $3,440,498 159 $2,804,521 104 $918,188 126 $1,878,337 O th er A si an A m er ican Dependent 1 $27,184 1 $4,500 1 $4,500 0 $0 Independent 266 $8,577,979 273 $6,258,720 81 $411,327 259 $5,828,465 Unknown 0 $0 35 $179,043 33 $146,180 2 $32,863 Total 267 $8,605,163 309 $6,442,263 115 $562,007 261 $5,861,328 A fr ican A m er ican Dependent 0 $0 0 $0 0 $0 0 $0 Independent 572 $14,353,336 593 $11,063,233 254 $2,284,506 550 $8,748,950 Unknown 0 $0 74 $689,440 71 $654,640 4 $34,800 Total 572 $14,353,336 667 $11,752,673 325 $2,939,146 554 $8,783,750 A m er ican In di an Dependent 1 $23,363 1 $6,750 0 $0 1 $6,750 Independent 99 $2,396,186 102 $1,988,519 66 $643,046 82 $1,339,073 Unknown 0 $0 18 $173,280 18 $173,280 0 $0 Total 100 $2,419,549 121 $2,168,549 84 $816,326 83 $1,345,823 H is pani c/ Latino Dependent 0 $0 0 $0 0 $0 0 $0 Independent 375 $9,828,708 386 $6,985,521 157 $1,380,234 342 $5,585,713 Unknown 0 $0 89 $859,190 84 $814,040 5 $45,150 Total 375 $9,828,708 475 $7,844,711 241 $2,194,274 347 $5,630,863 H aw ai ian/ Paci fic Is land er _Dependent ₀ _$0 ₀ _$0 ₀ _$0 ₀ _$0 Independent 11 $216,290 11 $241,438 5 $28,662 11 $212,776 Unknown 0 $0 3 $23,822 3 $23,822 0 $0 Total 11 $216,290 14 $265,260 8 $52,484 11 $212,776 Tw o or Mo re Races Dependent 0 $0 0 $0 0 $0 0 $0 Independent 96 $2,490,827 98 $1,639,048 42 $354,888 87 $1,267,439 Unknown 0 $0 12 $108,221 12 $108,221 0 $0 Total 96 $2,490,827 110 $1,747,269 54 $463,109 87 $1,267,439 Unk now n Dependent 0 $0 0 $0 0 $0 0 $0 Independent 359 $8,330,624 376 $6,544,996 62 $304,704 363 $6,188,889 Unknown 0 $0 564 $2,458,389 547 $2,136,464 20 $321,925 Total 359 $8,330,624 940 $9,003,385 609 $2,441,168 383 $6,510,814 W hi te Dependent 8 $152,091 9 $125,192 1 $2,000 9 $123,192 Independent 7,821 $171,201,583 8,344 $141,610,169 1,545 $5,843,888 8,104 $134,835,995 Unknown 0 $0 1,209 $3,678,618 1,157 $3,305,596 56 $373,022 Total 7,829 $171,353,674 9,562 $145,413,979 2,703 $9,151,484 8,169 $135,332,209 Source: Office of Policy Analysis and Research

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Appendix C

M/D Budget and Expenditure Comparisons 1999-2000 to 2009-10

1999-2000 2009-10 % Change

Students of Color 12,482 18,073 45%

Fund 402 $6,346,581 $8,518,973 5%

Other State Funds

Reallocated $5,799,597 $13,384,841 131% Extramural Funds $9,690,199 $22,333,801 130% Institutional Scholarships $3,498,041 $12,860,973 268% Total M/D Funds & Scholarships $25,334,418 $57,103,306 125% Total Budget (All Funds) $2,922,311,886 $4,754,281,903 63% GPR/Fee Total Budget $1,454,758,176 $2,191,224,841 51%

*All Multicultural student statistics are based on optional self-identification at registration. Enrollments include undergraduate, graduate and professional students.