Student Financial Aid 2009-10
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part A
Part A - Establish Your Groups.
Due to requirements included in the Higher Education Opportunity Act (HEOA), there are now multiple groups of students on which you must report financial aid data. Use Part A to establish these groups below.

Institutions need to report aid on this component such that their net price calculations shown on College Navigator and used for the College Affordability lists is a reflection of what students actually pay.

Report the number of students in each of the following groups:
 Fall 2008Fall 2008 counts reported on Fall EnrollmentFall 2007 counts reported on PY SFA
01 Group 1. All undergraduate students enrolled in Fall 2008.  6,756 6,440
02 Group 2. Of those in Group 1, those who are full-time, first-time degree/certificate-seeking undergraduates.  948 884
 02aOf those in Group 2, those who received any Federal Work Study, loans to students, or grant or scholarship aid from federal, state or local governments, the institution, or other sources known to the institution.    614
03 Group 3. Of those in Group 2, those paying the in-state or in-district tuition rate who received grant or scholarship aid from federal, state or local governments, or the institution. Exclude other sources of grants. (Data on Group 3 will be used to calculate net price as required by HEOA.)   
04 Group 4. Of those in Group 2, those paying the in-state or in-district tuition rate who received Title IV federal student aid. (Data on Group 4 will be used to calculate net price by income as required by HEOA.)   
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part B
Part B - Financial Aid About Group 1
For reporting on Group 1 below, please include:
  • all undergraduates enrolled in Fall 2008.
  • aid from all sources: federal, state, local governments; your institution; and other sources known to the institution.
  • aid received anytime during the full aid year (academic year 2008-09).
 Fall 2008Prior Fall
Total number of undergraduate students (Group 1). (Carried forward from A01.) 6,756 6,440
For Group 1, report the number of students and the total amount of aid received by those students at any time during the full aid year 2008-09, for each type of aid listed below. The percentages will be calculated for you as will the average amount of aid they received.
Aid TypeNumber of students in Group 1 receiving aid in 2008-09Percentage of students receiving aidTotal amount of aid received by Group 1 in 2008-09Average amount of aid received by students in Group 1 
01 Grant or scholarship aid received, from the federal government, a state or local government, the institution, and other sources known by the institution  41  5,117 
02 Pell grants  27  3,428 
03 Federal student loans  39  6,785 
You may use the space below to provide context for the data you've reported above. These context notes will be posted on the College Navigator website, and should be written to be understood by students and parents.
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part C, Page 1
Part C - Financial Aid About Group 2, Page 1
For reporting on Group 2 below, please include:
  • full-time, first-time degree-seeking students enrolled in Fall 2008.
 
Information from Part A:Fall 2008 Number of StudentsPercentage of total number of undergraduate students Prior Year Percentage of total number of undergraduate students
01 Total number of undergraduate students (Group 1). (Carried forward from A01.) 6,756  
02 Number of full-time, first-time degree/certificate-seeking undergraduates (Group 2). (Carried forward from A02.) 948 14 14
02a Of those in Group 2, those who received any Federal Work Study, loans to students, or grant or scholarship aid from federal, state or local governments, the institution, or other sources known to the institution. (Carried forward from A02a.) 693 73 69
Please provide student counts information as requested below. Enter the requested information; percentages will be calculated for you.
Number of full-time, first-time degree/certificate-seeking undergraduates (Group 2)Fall 2008 Number of Students
in Group 2		Percentage of Fall 2008 students in Group 2Prior Year Percentage
04 Of these -
 04a paying in-district tuition rates  0 0
 04b paying in-state tuition rates  95 96
 04c paying out-of-state tuition rates  5 4
 04d Unknown(calculated value)
CV=[02-(04a+04b+04c)]		 0 0 0
 
 
You may use the space below to provide context for the data you've reported above.
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part C, Page 2
Part C - Financial Aid About Group 2, Page 2
For reporting on Group 2 below, please include:
  • full-time, first-time degree-seeking students enrolled in Fall 2008.
  • grants and scholarships from federal, state, local governments and from your institution; do not include aid from other sources.
  • loans to students from the federal government and from other sources (including private lenders).
  • aid received anytime during the full aid year (academic year 2008-09).

Information from Part A:
 All full-time, first-time degree/certificate-seeking undergraduates. (Group 2) (Carried forward from A02.) 948
 Full-time, first-time degree/certificate-seeking undergraduates who received any Federal Work Study, loans to students, or grant or scholarship aid from federal, state or local governments, the institution, or other sources known to the institution (Carried forward from A02a.) 693
 
 
Column 1: For each type of aid, report the number of students receiving aid anytime during the full 2008-09 aid year. The percentage (column 2) and average amount of aid received (column 4) will be calculated for you. Because students may receive more than one type of aid, the sum of the detail will not necessarily equal the total number of students for the category. However, the total number of students reported for the aid category cannot exceed the sum of detail numbers (e.g., number receiving Federal grants cannot exceed Number of students receiving Pell Grants + number receiving Other Federal grants).

Column 3: For each type of aid, report the total amount of aid received by these students anytime during the entire aid year. Total amounts for each category will be calculated from detail amounts you report as follows (CV indicates calculated dollar value):
CV 01=02+03+04
CV 02=02a+02b
CV 05=05a+05b
Types of aid Number of students in Group 2 receiving aid in 2008-09Percentage of students in Group 2 receiving aidTotal dollar amount of aid received by Group 2 in 2008-09Average amount of aid they receivedPY Average amount
 
01 Grants or scholarships from Federal, State, or Local Governments, or the Institution  47 2,632,366 5,863 5,425
 02 Federal grants  33 1,364,488  4,332 3,547
  02a Pell grants  33   3,718 3,033
  02b Other Federal grants  24   881 983
 03 State/local government grants or scholarships (grants/scholarships/waivers)
  28   3,698 3,268
 04 Institutional grants or scholarships (scholarships/fellowships)
  14  2,231 2,412
05 Loans to students  46 2,151,712  4,946 3,951
  05a Federal loans  46   4,927 3,926
  05b Other loans  0   2,125 1,773
You may use the space below to provide context for the data you've reported above. These context notes will be posted on the College Navigator website, and should be written to be understood by students and parents. For example, institutions may report here other sources of private aid not included in the categories above.
 
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part D
Part D - Financial Aid About Group 3
For reporting on Group 3 below, please include:
  • of the full-time, first-time degree-seeking students enrolled in the Fall (Group 2) those who received grant or scholarship aid from federal, state, or local governments, or from your institution and who paid in-state or in-district tuition rates.
  • grants and scholarships from federal, state, local governments or from your institution; do not include aid from other sources.
  • aid received anytime during the full aid year (academic year 2008-09).


These data will be used in Part F to calculate net price.
 2008-20092007-20082006-2007
Number of full-time, first-time degree/certificate-seeking undergraduates. (Group 2). (Carried forward from A02.) 948 884 776
01 Number of full-time, first-time degree/certificate-seeking undergraduates paying the in-state or in-district tuition rate who received grant or scholarship aid from federal, state or local governments, or the institution. Exclude other sources of grants.(Group 3). (Carried forward from A03.) 427  
Provide counts of living arrangements, and total grant aid, for these students.
02 Of these, what were their living arrangements?   
 02a On-campus      
 02b Off-campus (with family)    
 02c Off-campus (not with family)   
 02d Unknown (calculated)
CV=[D01-(D02a+D02b+D02c)]		 0 0 0
03 Total grant and scholarship aid from federal, state or local governments, or institutional sources received by these students. Exclude other sources of aid.    
04 Average total grant and scholarship aid from federal, state or local governments, or institutional sources received by these students. Exclude other sources of aid.
CV=D03/D01		 5,804 5,305 4,861
You may use the space below to provide context for the data you've reported above.
 
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part E
Part E - Financial Aid About Group 4
For reporting on Group 4 below, please include:
  • of the full-time, first-time degree-seeking students enrolled in Fall 2008 (Group 2) those who received Title IV federal student aid, including federal grants or federal student loans and who paid in-state or in-district tuition rates.
  • dollar amounts for grants and scholarships from federal, state, local governments or from your institution; do not include grants or scholarships from other sources and do not include loan dollar amounts.
  • aid received anytime during the full aid year (academic year 2008-09).


These data will be used in Part G to calculate net price.
 2008-20092007-20082006-2007
01 Number of full-time, first-time degree/certificate-seeking undergraduates paying the in-state or in-district tuition rate who received Title IV federal student aid (Group 4) (Carried forward from A04.) 356  
Provide counts of living arrangements for these students.
02 Of these, what were their living arrangements?   
 02a On-campus   
 02b Off-campus (with family)   
 02c Off-campus (not with family)   
 02d Unknown (calculated)
CV=[E01-(E02a+E02b+E02c)]		 0  
 
03 For each income level, provide the number and the total amount of grant or scholarship aid from federal, state or local governments, or institutional sources received by these students. Exclude other sources of aid.
 2008-2009Available in future years, preloadedAvailable in future years, preloaded
Income levelNumber of students in Group 4 receiving aidTotal grant and scholarship aid received by these studentsAverage amount of grant and scholarship aid receivedNumber of students in Group 4 receiving aidTotal grant and scholarship aid received by these studentsAverage amount of grant and scholarship aid receivedNumber of students in Group 4 receiving aidTotal grant and scholarship aid received by these studentsAverage amount of grant and scholarship aid received
$0-30,000   7,901      
$30,001-48,000   6,501      
$48,001-75,000   3,843      
$75,001-110,000    1,564      
$110,001 and more   1,768      
Total all income levels 356 2,258,530 6,344      
You may use the space below to provide context for the data you've reported above.
 
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part F
Part F - Net Price Calculation for Group 3
Group 3. Of those in Group 2, those paying the in-state or in-district tuition rate who received grant or scholarship aid from federal, state or local governments, or the institution. Exclude other sources of grants.
This is based on information the institution reported in the Institutional Characteristics component and the Student Financial Aid component. This information will appear on College Navigator.
 2008-20092007-20082006-2007
01 and 02 Components of Cost of Attendance (Carried forward from the Institutional Characteristics component)   
 01 Published tuition and required fees (lower of in-district or in-state) 5,763 5,491 5,232
 02 Books and supplies 1,116 976 976
03 Room and board and other expenses by living arrangement   
 03a On campus 10,462 0 0
 03b Off campus (with family) 3,700 3,536 3,536
 03c Off campus (not with family) 10,462 10,298 10,298
04 Number of students (Group 3) by living arrangement (from Part D)   
 04a On campus 68 0 0
 04b Off campus (with family) 191 207 149
 04c Off campus (not with family) 168 170 142
 04d Unknown 0 0 0
05 Weighted average by living arrangement (excluding Unknown) for Room and board and other expenses (see instructions for calculation formula). 7,437 6,585 6,836
06 Total Cost of Attendance
CV = (F01+F02+F05)		 14,316 13,052 13,044
07 Average total grant or scholarship aid from federal, state or local governments, or institutional sources received by these students. Exclude other sources of aid. (from Part D). 5,804 5,305 4,861

08 Average Net Price for Group 3 students.
These amounts will be posted on College Navigator.
 2008-20092007-20082006-2007
Full-time, first-time degree/certificate-seeking paying the in-state or in-district tuition rate who received grant or scholarship aid from federal, state or local governments, or the institution.
CV = (F06-F07)		 8,512 7,747 8,183

Do you wish to provide additional context notes?
Yes  No  
You may use the space below to provide context for these data. These context notes will be posted on the College Navigator website, and should be written to be understood by students and parents.
Institution: Indiana University-South Bend (151342)
User ID: 88G2401

Part G
Part G - Net Price Calculation for Group 4
Group 4. Of those in Group 2, those paying the in-state or in-district tuition rate who received Title IV aid.
This is based on information the institution reported in the Institutional Characteristics component and the Student Financial Aid component. This information will appear on College Navigator.
 2008-20092007-20082006-2007
01 and 02 Components of Cost of Attendance (Carried forward from the Institutional Characteristics component)  
 01 Published tuition and required fees (lower of in-district or in-state) 5,763  
 02 Books and supplies 1,116  
03 Room and board and other expenses by living arrangement  
  03a On campus 10,462  
  03b Off campus (with family) 3,700  
  03c Off campus (not with family) 10,462  
04 Number of students (Group 4) by living arrangement (from Part E)  
  04a On campus 60  
  04b Off campus (with family) 151  
  04c Off campus (not with family) 145  
  04d Unknown 0  
05 Weighted average by living arrangement (excluding Unknown) for Room and board and other expenses (see instructions for calculation formula). 7,594  
06 Total Cost of Attendance
CV = (G01+G02+G05)		 14,473  
07 Average total grant or scholarship aid from federal, state or local governments, or institutional sources received by these students by income (from Part E).  
 $0 - 30,000 7,901  
 $30,001 - 48,000 6,501  
 $48,001 - 75,000 3,843  
 $75,001 - 110,000 1,564  
 $110,001 and more 1,768  

08 Average Net Price for Group 4 students.
These amounts will be posted on College Navigator.
Full-time, first-time degree/certificate-seeking paying the in-state or in-district tuition rate who received Title IV aid.
CV = (G06-G07) for a given income		  
 $0 - 30,000 6,572  
 $30,001 - 48,000 7,972  
 $48,001 - 75,000 10,630  
 $75,001 - 110,000 12,909  
 $110,001 and more 12,705  

Do you wish to provide additional context notes?
Yes  No  
You may use the space below to provide context for these data. These context notes will be posted on the College Navigator website, and should be written to be understood by students and parents.
Institution:  Indiana University-South Bend (151342) User ID:  88G2401
Explanation Report
Number Source Location Description Severity Accepted
Screen: Part A - Establish your groups
1 Row 6
Column 3 		Screen Entry The calculated percentage of students who received any aid is outside the expected range when compared to last year’s value. Please fix or explain. Explanation Yes
Reason: IU South Bend is experiencing significant enrollment growth
Screen: Part C - Financial Aid About Group 2, Page 2
2 Row 14
Column 7 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend has created a number of financial aid programs and packaging strategies to make college more affordable for the neediest students.
3 Row 15
Column 7 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend has created a number of financial aid programs and packaging strategies to make college more affordable for the neediest students.
4 Row 13
Column 6 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend has created a number of financial aid programs and packaging strategies to make college more affordable for the neediest students.
5 Row 16
Column 6 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend has created a number of financial aid programs and packaging strategies to make college more affordable for the neediest students.
6 Row 19
Column 7 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend students are opting to finance their education using available loan programs.
7 Row 20
Column 7 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend students are opting to finance their education using available loan programs.
8 Row 18
Column 5 		Screen Entry The average amount of this aid type is outside the expected range when compared to last year's value. Please verify that the values reported for the number of students and the total amount of aid received are correct. Explanation Yes
Reason: IU South Bend students are opting to finance their education using available loan programs.
Screen: Part E - Financial Aid About Group 4
9 Row 26
Column 4 		Screen Entry The Average amount of grant and scholarship aid received is smaller than expected for this income level in comparison to the other income levels. Please check the values entered for Number of students in Group 4 receiving aid and Total grant and scholarship aid received by these students and explain. Explanation Yes
Reason: IU South Bend has created a number of financial aid programs and packaging strategies to make college more affordable for the neediest students.