America's Best College 2008
Financial Aid Statistical Survey

U.S. News & World Report

Washington and Lee University (3768, 3, 1)
04/23/2008

SURVEY DEADLINE APRIL 14, 2008
!!!!!!!IMPORTANT: PLEASE READ BEFORE PROCEEDING!!!!!!!!

Please use Internet Explorer to complete the survey.

If you have any questions, please contact Anthony Calabrese at (202) 955-2042 or via e-mail.

0. Survey Contacts-Whom should we notify when the survey is available to be completed?
The contacts below receive all communication(URL for the survey, passwords, user names, etc.) from U.S. News regarding this survey for your institution for our online data collection for America's Best Colleges. Please review and update as necessary. Each contact must have a valid email address. If a contact is no longer valid, please delete it.

Name:
Job Title:


E-Mail:


Phone:

(540) 458-8316     extension:

Fax:

(540) 458-8397


Name:
Job Title:


E-Mail:


Phone:

(540) 458-8452     extension:

Fax:

(540) 458-8045


ANNUAL EXPENSES
[CDS G1]

Please provide 2008-2009 academic year costs for the following categories that are applicable to your institution.

  Check here if your institution's 2008-2009 academic year costs of attendance are not available at this time and provide an approximate date (ie., MM/DD) when your institution's final 2008-2009 academic year costs of attendance will be available: /

Also, please update or verify your 2007-2008 academic year costs. List the typical undergraduate tuition, required fees, and room and board for a full-time undergraduate student for the FULL 2008-2009 academic year (use 30 semester hours or 45 quarter hours for institutions that derive annual tuition by multiplying credit hour cost by number of credits). A full academic year refers to the period of time generally extending from September to June, usually equated to two semesters or trimesters, three quarters, or the period covered by a four-one-four plan. Room and board is defined as double occupancy and 19 meals per week or the maximum meal plan. Required fees include only charges that all full-time students must pay that are not included in tuition (e.g., registration, health, or activity fees.) Do not include optional fees (e.g., parking, laboratory use).

FIRST-YEAR
2008-2009

UNDERGRADUATES
2008-2009

UNDERGRADUATES
2007-2008

1 . PRIVATE INSTITUTIONS TUITION: exclude fees, room/board

$

$

$

2 . PUBLIC INSTITUTIONS TUITION (in-state, in-district): exclude fees, room/board

$

$

$

3 . In-state tuition(in-state, out of district): exclude fees, room/board

$

$

$

4 . Out-of-state tuition:exclude fees, room/board

$

$

$

5 . NONRESIDENT ALIENS TUITION:

$

$

$

6 . REQUIRED FEES:

$

$

$

7 . ROOM AND BOARD: (on campus)
Must be the sum of questions 8+ 9 or questions 8 and 9 may be left blank

$

$

$

8 . ROOM ONLY: (on campus)

$

$

$

9 . Board Only: (on-campus meal plan)

$

$

$

10 . Comprehensive tuition/room/board fee (if your college cannot provide separate tuition/room/board/fees):
2008-2009 $ 2007-2008 $

11 . (CDS G2)
Number of credits per term a student can take for the stated full-time tuition:
Minimum 12 Maximum    

12 . (CDS G3)
Do tuition and fees vary by year of study (e.g., sophomore, junior, senior)?
  Yes
> No

13 . (CDS G4)
If tuition and fees vary by undergraduate instructional program, describe briefly. Do not include bullets, paragraph breaks, special characters, or other special formatting : Maximum number of allowable characters is 500

Estimated Expenses for a Typical Full-time Undergraduate Student
(CDS G5)

Residents 2008-2009

Commuters (living at home) 2008-2009

Commuters (not living at home) 2008-2009

Residents 2007-2008

14 . Books and supplies:

 $ $ $ $

15 . Room only:

    

$

 

16 . Room and board total (if your institution cannot provide separate room and board for commuters not living at home):

  

$

 

17 . Board only:

  

$

$

 

18 . Transportation:

$

$

$

$

19 . Other expenses:

$

$

$

$

Undergraduate Per-Credit-Hour Charges (tuition only)
(CDS G6)

2008-2009

2007-2008

20 . Private Institutions:

$

$

21 . Public Institutions: In-district:

$

$

22 . In-State (out of district):

$

$

23 . Out-of-state:

$

$

24 . Nonresident Aliens:

$

$

25 . (CDS H3): Which needs-analysis methodology does your institution use in awarding institutional aid? (check the box that applies)

  Federal Methodology(FM)
  Institutional Methodology(IM)
x Both FM and IM

AID AWARDED TO ENROLLED UNDERGRADUATES 2007

26 . (CDS H1). Enter total dollar amounts awarded to 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.

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 column. (For a suggested order of precedence in assigning categories of aid to cover need, see the entry for "non-need-based gift aid" on the last page of the definitions section of the CDS and this survey.)

IMPORTANT NOTE: The 2007-2008 data in Question 26 will be used in the Best Values Rankings.
> 2007 - 2008 actual
  2007 - 2008 estimated
One of these must be marked.

$ Need-based (Include non-need-based aid used to meet need.)

$ Non-need-based (Exclude non-need-based aid used to meet need.)

Scholarships/Grants
A.Federal

392,138

67,500

B.State

337,800

515,600

C.Institutional(endowed scholarships, annual gifts and tuition funded grants awarded by the institution; exclude athletic aid and tuition waivers which are reported below)

13,733,198

6,038,780

D.Scholarships/grants from external sources (e.g., Kiwanis, National Merit) not awarded by the college

351,030

307,981

E.Total Scholarships/Grants

14,814,166

6,929,861

Self-Help
F.Student loans from all sources (excluding parent loans)

2,002,852

2,026,795

G.Federal Work-Study

209,680

            

H.State and other work-study/Employment

            

600,150

I.Total Self-Help

2,212,532

2,626,945

J.Parent Loans

842,116

3,184,531

K.Tuition Waivers

            

            

L.Athletic Awards

            

            

NUMBER OF ENROLLED STUDENTS AWARDED AID, FALL 2007

27. (CDS H2) List the number of degree-seeking full-time and less-than-full-time undergraduates who applied 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.
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.

IMPORTANT NOTE: The 2007-2008 data will be used in the Best Values Rankings.

What year does your data represent?

> 2007 - 2008 actual
  2007 - 2008 estimated

Need Based Aid

First-time, full-time freshmen

Full-time Undergraduate
(incl. freshmen)

Less than full-time undergrad

a.Number of degree-seeking undergraduate students (CDS Item B1 if reporting on Fall 2007 Cohort). 463 1,778         

b.Number of students in line a who applied for need-based financial aid.

251 747         

c.Number of students in line b who were determined to have financial need.

171 633         

d.Number of students in line c who were awarded any financial aid.

171 632         

e.Number of students in line d who were awarded any need-based scholarship grant aid.

146 544         

f.Number of students in line d who were awarded any need-based self-help aid.

59 268         

g.Number of students in line d who were awarded any non-need-based scholarship or grant.

110 555         

h. Number of students in line d whose need was fully met
(exclude PLUS loans, unsubsidized loans and private alternative loans).

152 537         

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).

% % %

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.)

$ 30,982 $ 30,933 $         

k.Average need-based scholarship or grant award of those in line e.

 		$ 27,360

$ 26,021

$         

l.Average need-based-self-help-award (excluding PLUS loans, unsubsidized loans, and private alternative loans) of those in line f.

$ 3,767 $ 5,166 $         

m.Average need-based loan (excluding PLUS loans, unsubsidized loans and private alternative loans) of those in line f who received a need-based loan.

$ 3,088 $ 4,400 $         

(CDS H2A). Number of Enrolled Students Awarded Non-need-based Grants and Scholarships: 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 receiving the dollars reported in CDS 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.

Non-Need Based Awards

First-time, full-time freshmen

Full-time Undergraduate
(incl. freshmen)

Less than full-time undergrad

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 awarded athletic awards and tuition benefits)

38 155         

o.Average dollar amount of institutional non-need-based scholarship or grant awarded to students in line (n)

29,228 20,540         

p.Number of students in line a who were awarded an institutional non-need-based athletic grant or scholarship

                          

q.Average dollar amount of institutional non-need-based athletic grants and scholarships awarded to students in line (p)

                 

        

Indebtedness

For the questions in this section:

Include:
  •  
    		•  Members of the 2007 undergraduate class who started at your institution as first-time students and received a bachelor's degree between July 1, 2006 and June 30, 2007
  •  
    		•  Only loans made to students while enrolled at your institution
  •  
    		•  Co-signed loans

    Exclude:

  •    Students who transferred in to your institution
  •    Money borrowed at other institutions

    28 . (CDS H4) Provide the percentage of the class who borrowed at any time through any loan programs (institutional, state, Federal Perkins, Federal Stafford Subsidized and Unsubsidized, Federal Direct Student Loans, Federal Family Education Loans, and private alternative loans that were certified by your institution, etc.; exclude parent loans)

    2007: % 2006: %

    29 . (CDS H4a) Provide the percentage of the class who borrowed at any time through any federal loan programs (Federal Perkins, Federal Stafford Subsidized and Unsubsidized, Federal Direct Student Loans, Federal Family Education Loans). Exclude all institutional, state, private alternative, and parent loans.
    2007: % 2006: %

    30 . (CDS H5) Report the average per-borrower cumulative undergraduate indebtedness of those in question 28 (CDS H4).
    2007 $ 16,784   2006 $ 21,846

    31. (CDS H5a) Provide the average per-borrower cumulative undergraduate indebtedness of those in question 29 (CDS H4a) who borrowed through any federal loan programs (Federal Perkins, Federal Stafford Subsidized and Unsubsidized, Federal Direct Student Loans, Federal Family Education Loans). Exclude all institutional, state, private alternative, and parent loans.
    2007: $ 14,226 2006: $ 15,000

    • Aid to Undergraduate Degree-seeking Nonresident Aliens (Note: Report numbers and dollar amounts for the same academic year checked in item H1.)

    32 . (CDS H6) Indicate your institution's policy regarding institutional scholarship and grant aid for undergraduate degree-seeking nonresident aliens: (check as many boxes as apply)

    x Institutional need-based scholarship or grant aid is available.
    x Institutional non-need-based scholarship or grant aid is available.
      Institutional scholarship and grant aid is not available.

    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:

    Average dollar amount of institutional financial aid awarded to undergraduate degree-seeking nonresident aliens: $

    Total dollar amount of financial aid awarded to all undergraduate degree-seeking nonresident aliens: $ 2,462,492

    33 . (CDS H7) Check off all financial aid forms nonresident alien first-year financial aid applicants must submit:

    x Institution's own financial aid form
      CSS/Financial Aid PROFILE
    x International Student's Financial Aid Application
    x International Student's Certification of Finances
      Other:

    34 . (CDS H8) Check off all financial aid forms domestic first-year (freshman) financial aid applicants must submit:

    x FAFSA
      Institution's own financial aid form
    x CSS/Financial Aid PROFILE

      State aid form
    x Noncustodial Profile
    x Business/Farm Supplement
    x Other:

    35 . (CDS H9) Indicate filing dates for first-year (freshman) students:

    Priority date for filing required financial aid forms (mm/dd): /

    Deadline for filing required financial aid forms (mm/dd): /

    No deadline for filing required forms (applications processed on a rolling basis):  

    36 . (CDS H10): Indicate notification dates for first-year (freshman) students (answer a or b):

    a.) Students notified on or about (date mm/dd): /
    b.) Students notified on a rolling basis:
      Yes
    > No
    If yes, starting date (mm/dd): /

    37 . (CDS H11): Indicate reply dates:
    Students must reply by (date mm/dd): /
    or within         weeks of notification.

    Types of Aid Available
    Please check off all types of aid available to undergraduates at your institution:

    38 . (CDS H12): Loans
    FEDERAL DIRECT STUDENT LOAN PROGRAM (DIRECT LOAN)

      Direct Subsidized Stafford Loans
      Direct Unsubsidized Stafford Loans
      Direct PLUS Loans
    FEDERAL FAMILY EDUCATION LOAN PROGRAM (FFEL)
    x FFEL Subsidized Stafford Loans
    x FFEL Unsubsidized Stafford Loans
    x FFEL PLUS Loans
    x Federal Perkins Loans
      Federal Nursing Loans
      State Loans
    x College/university loans from institutional funds
      Other (specify:)

    39 . (CDS H13): Need Based Scholarships and Grants-check as many that apply

    x Federal Pell
    x SEOG
    x State scholarships/grants
    x Private scholarships
    x College/university gift aid from institutional funds
      United Negro College Fund
      Federal Nursing Scholarship
      Other (specify):

    40 . (CDS H14).Check off criteria used in awarding institutional aid. Check all that apply.
    Non-need Need-based Non-need Need-based

    x

    x

    Academics

     

     

    Leadership

     

     

    Alumni affiliation

     

     

    Minority Status

     

     

    Art

     

     

    Music/drama

     

     

    Athletics

     

     

    Religious affiliation

     

     

    Job skills

     

     

    State/district residency

     

    ROTC

    41 . Check the types of payment plans available to undergraduate students

      Academic Management Services (AMS)
      America's Tuition Assistance Corp.(ATAC)
      Deferred payment plan
      Education Plan Inc.
      EFI Fund Management
      Family tuition reduction (tuition reduction for simultaneously enrolled family members)
      Guaranteed tuition (tuition does not change during student's consecutive enrollment)
      Key Education Resources
      School's own payment plan
    x Tuition Management System
      Other:
                                                                           

    If you are a private college, the survey will skip to question 52. Questions 42 through 51 are to be filled by Public Institutions only.

    RESPONDENT INFORMATION
    52. Respondent Name:
    53. Title:
    54. Phone Number: (540) 458-8720 extension:   international phone (if applicable):
    55. Fax Number: (540) 458-8614
    56. E-mail:

    57. Director of Financial Aid:
    58. Financial Aid Office Phone Number: (540) 458-8715