Research notes [Dec. 2003C]

Merit and Need: The HOPE Scholarship and the Pell Grant for USG First-Time Freshmen, Fall 2001
Introduction Like other state-based merit scholarships throughout the nation, Georgia's HOPE Program has been criticized for subsidizing the college costs of affluent students at the expense of financially needy students. An assumption underlying this criticism is that needy students do not meet the academic standards for the scholarships at the same rate as students without need. This assumption is generally validated by the large correlation between socio-economic status (SES) and measures of academic achievement.
The students who are most in need of financial assistance are eligible to receive the federal Pell Grant. This report will examine HOPE Scholarship and Pell Grant recipients in the University System of Georgia for the most recent first-time freshman cohort for which that financial aid data are available.1
Pell Grant Background The federal commitment to need-based grant aid was launched via the Higher Education Act of 1965's specification of the Educational Opportunity Grant Program (EOG). In the 1972 Amendments to the Higher Education Act, the Program was modified and renamed the Supplemental Educational Opportunity Grant Program (SEOG). Also at that time, Congress designed the Basic Educational Opportunity Grant Program (BEOG) to be the floor of the eligible student's financial aid package to defray the costs of postsecondary education. The objective of the BEOG Program, known since 1980 as the Pell Grant, was to assist low-income aid applicants in financing their higher educational attendance costs through the provision of federally funded gift aid.
The Pell Grant is the largest undergraduate grant program administered by the U.S. Department of Education. The federal policy has been clear and consistent that the Pell Grant would not cover all college attendance costs, but would be the first source of aid in financing college costs. With this grant as the floor of the applicant's aid package, other financial aid from federal, state, and institutional sources would be used to assist in financing the student's direct and indirect college attendance costs.
It is likely that because of strict interpretations of the federal Pell specification, the initial HOPE Scholarship policies lessened the state's merit-award to Georgia's most financially needy students. Until officials changed the state's regulations in July 2000, HOPE awards were added
1 There is a one-year time lag in officially identifying all HOPE Scholars due to retroactive award policies and year-end budget closures.
December 2003 Page 1 of 9

after the federal Pell Grant dollars in compiling a student's total financial aid package. Some of the HOPE Scholarship criticism dissipated when this change occurred and allowed Pell Grant recipients to apply their HOPE award to costs beyond tuition, such as housing and other living expenses.
Pell Grant Eligibility Federal Pell Grant eligibility is determined by a set of federal financial guidelines for U.S. citizens or permanent residents who are enrolled in an eligible program of study at the undergraduate level and who have not already received a bachelor's degree. The determination of eligibility is made through the Free Application for Federal Student Aid (FAFSA) process. When the student submits the FAFSA, the Department of Education calculates the student's financial eligibility for assistance using the national need analysis formula. This formula determines a student's "expected family contribution" (EFC) by factoring in the parents' and/or student's income and assets (excluding home), the family's household size, and the number of family members attending postsecondary institutions.2
Postsecondary institutions act as disbursing agents for the Department of Education. The institution that the student attends disburses the federal Pell Grant according to the Department of Education's payment schedule.3 The amount of Pell Grant awarded is based on the student's EFC, the cost of attendance, and enrollment status. Until recently, USG did not collect data on Pell Grants.4 This paper presents the first analysis of the new data system, and reviews the relationship between HOPE Scholarships and Pell Grants for students attending USG institutions.
2 The national need analysis formula determines financial eligibility for all federal student aid and is applied uniformly to all applicants. The EFC is determined as the sum of: (1) a percentage assessment of net income (remaining income after subtracting allowances for basic living expenses) and (2) a percentage assessment of net assets, other than a home (remaining assets after subtracting an asset protection allowance). See http://www.ifap.ed.gov/efcinformation/attachments/0304EFCFormulaGuide.pdf for more information and 2003-2004 EFC calculation worksheets. 3 See http://www.ifap.ed.gov/dpcletters/attachments/P0301A.pdf for the 2003-2004 Department of Education's payment schedule. 4 The USG implemented the Financial Aid Reporting System in November 2001.
December 2003 Page 2 of 9

HOPE Scholarship Recipients Almost one quarter of the HOPE Scholarship recipients from the Fall 2001 first-time freshman cohort also received the Pell Grant. Over 5,000 students qualified for the low income, federal need-based grant, in addition to receiving the state's merit-based award.
Figure 1
HOPE Scholarship Recipients with Pell Grant
Proportion of USG HOPE Eligible First-Time Freshmen, Fall 2001

HOPE & Pell Recipients
5,029 23.4%

HOPE Recipients 16,435 76.6%

0%

10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

December 2003 Page 3 of 9

Pell Grant Recipients Approximately three quarters of the 6,789 Pell Grant recipients in the Fall 2001 first-time freshman cohort also received the HOPE Scholarship. These statistics certainly would appear to negate the assumption that financially needy students are unable to qualify for merit-based aid; however, what remains unknown is the number of students with financial need who do not enter college.
Figure 2
Pell Grant Recipients with HOPE Scholarship
Subset of USG HOPE Eligible First-Time Freshmen, Fall 2001

Pell & HOPE Recipients 5,029 74.1%

Pell Recipients 1,760 25.9%

0%

10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

December 2003 Page 4 of 9

USG HOPE-Eligible First-Time Freshmen by Award Status In Fall 2001, USG institutions enrolled 27,210 first-time freshmen from Georgia high schools.5 System-wide, over 18 percent of these students received both the Pell Grant and the HOPE Scholarship. Table 1 lists the percentage breakdown by institutional sector. Regional and state universities had the highest proportion of students who qualified for both the Pell Grant and the HOPE Scholarship. Among the institutional sectors, two-year and state colleges had the highest proportion of students who were entitled to the Pell Grant, but not the HOPE Scholarship (see Appendix 1).

Table 1

Research Universities
#
% Regional Universities
#
% State Universities
#

Pell & HOPE
1,045 15.3%
820 21.1% 1,728

% State Colleges
#

21.4% 196

% Two-Year Colleges
#
% System Average
#

18.3% 1,240 16.9% 5,029

%

18.5%

HOPE Alone
5,617 82.2%
2,547 65.6% 4,915 60.9%
501 46.9% 2,855 38.8% 16,435 60.4%

Pell Alone
27 0.4%
116 3.0% 454 5.6% 140 13.1% 1,023 13.9% 1,760 6.5%

No Pell or HOPE
147 2.1%
397 10.3%
970 12.1%
232 21.7%
2,240 30.4%
3,986 14.6%

5 This cohort, restricted to those who graduated from Georgia high schools since 1993, is referred throughout as the "HOPEeligible" population.
December 2003 Page 5 of 9

Gender Differences by Award Status There are gender differences in the award status distribution of HOPE Scholarships and Pell Grants. Clearly, the majority of the HOPE-eligible first-time freshmen who entered in Fall 2001 received the scholarship. Approximately 60 percent of both the male and female cohorts qualified for the HOPE Scholarship (see Table 2). A higher proportion of females received both the Pell Grant and HOPE Scholarship. Males were more likely than females to receive neither the Pell Grant nor the HOPE Scholarship. However, 6.5 percent of both the male and female Fall 2001 first-time freshman cohorts only qualified for the Pell Grant (see Appendix 2).

Table 2

Male

Pell & HOPE HOPE Alone

#

1,684

7,192

Pell Alone 776

No Pell or HOPE
2,361

Female

%

14.0%

#

3,345

59.9% 9,243

6.5% 984

19.6% 1,625

%

22.0%

60.8%

6.5%

10.7%

December 2003 Page 6 of 9

Race/Ethnic Differences by Award Status Table 3 shows that Caucasian students were more likely to receive the HOPE Scholarship alone than other student groups (for example, 69.9 percent compared to 30.8 percent for AfricanAmericans). Over one-half of the African-American cohort received a Pell Grant, either alone (19.4 percent) or in combination with a HOPE Scholarship (36.5 percent). Asian students who received the Pell Grant also tended to be HOPE Scholarship recipients. Of the 394 Asian students who received the Pell Grant, 90 percent (353) also received the HOPE Scholarship. Approximately 19 percent of Hispanic and Native American students received neither HOPE nor Pell (see Appendix 3).

Table 3

Caucasian

Pell & HOPE HOPE Alone

#

2,339

13,331

Pell Alone 533

No Pell or HOPE
2,871

% African-American
#

12.3% 2,101

69.9% 1,775

2.8% 1,119

15.0% 768

% Multi-Racial
#

36.5% 125

30.8% 379

19.4% 25

13.3% 97

Asian

%

20.0%

#

353

60.5% 641

4.0% 41

15.5% 139

Hispanic

%

30.1%

#

99

54.6% 275

3.5% 40

11.8% 100

% Native American
#

19.3% 12

53.5% 34

7.8% 2

19.4% 11

%

20.3%

57.6%

3.4%

18.7%

December 2003 Page 7 of 9

Average Pell Grant Award Pell Grants range from less than $400 up to a maximum of $4,050 per year. System-wide, 34.6 percent of first-time freshmen receiving both the HOPE Scholarship and the Pell Grant were awarded dollars in the maximum range. In contrast, 4.2 percent of these students received the minimum Pell Grant award. In general, institutional sectors paralleled the distribution observed at the System level; however, some variability was seen between individual institutions. The largest number of first-time freshmen with HOPE and Pell is at Georgia State University, where 41 percent (222 students) received the maximum grant amount. Over 55 percent of Fort Valley State University students receiving both HOPE and Pell received the maximum grant, as compared to 16.7 percent at Coastal Georgia Community College (see Appendix 4).

Figure 3
Pell Grant Recipients with HOPE Scholarship
Range of Average Pell Awards, Fall 2001 First-Time Freshmen

> $3,601 $3,201 - $3,600 $2,801 - $3,200 $2,401 - $2,800 $2,001 - $2,400 $1,601 - $2,000 $1,201 - $1,600
$801 - $1,200 $401 - $800 < $400 0

8.0%; n = 404 6.9%; n = 347 6.2%; n = 312 6.9%; n = 345
9.4%; n = 471 7.9%; n = 398 8.1%; n = 407 7.8%; n = 391 4.2%; n = 212

34.6%; n = 1,742

200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000

Conclusion Throughout the past decade, the HOPE Scholarship Program has assisted students in pursuit of higher education by providing merit-based funding for tuition, fees and books. However, economic forecasts suggest that lottery revenues will be inadequate to fund the HOPE Scholarship within the next few years if current policy remains in place. The USG will monitor any changes to the HOPE Scholarship policy, especially with regard to those students in most need of financial assistance.

December 2003 Page 8 of 9

For more information, write or email: Dr. Anoush Pisani
Senior Research Associate Board of Regents of the University System of Georgia
270 Washington St., SW Atlanta, Georgia 30334 Anoush.Pisani@usg.edu
December 2003 Page 9 of 9

Appendix 1 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible, First-Time Freshmen
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Georgia Institute of Technology Georgia State University University of Georgia

1,316 2,046 3,474

5 0.38 11 0.54 11 0.32

1,141 1,410 3,066

86.70 68.91 88.26

Research Universities

6,836

27 0.39

5,617 82.17

Georgia Southern University Valdosta State University

2,448 1,432

69 2.82 47 3.28

1,619 928

66.14 64.80

Regional Universities

3,880

116 2.99

2,547 65.64

Albany State University Armstrong Atlantic State University Augusta State University Clayton College & State University Columbus State University Fort Valley State University Georgia College & State University Georgia Southwestern State University Kennesaw State University North Georgia College & State University Savannah State University Southern Polytechnic State University State University of West Georgia

363 478 646 442 708 343 816 235 1,233 597 352 364 1,490

50 13.77 13 2.72 59 9.13 23 5.20 48 6.78 88 25.66 13 1.59 14 5.96 23 1.87 10 1.68 69 19.60
7 1.92 37 2.48

98 296 327 250 422
68 628 143 895 439
86 259 1,004

27.00 61.92 50.62 56.56 59.60 19.83 76.96 60.85 72.59 73.53 24.43 71.15 67.38

State Universities

8,067

454 5.63

4,915 60.93

Dalton State College Macon State College

512

50 9.77

249 48.63

557

90 16.16

252 45.24

State Colleges

1,069

140 13.10

501 46.87

Abraham Baldwin Agricultural College Atlanta Metropolitan College Bainbridge College Coastal Georgia Community College Darton College East Georgia College Floyd College Gainesville College Georgia Perimeter College Gordon College Middle Georgia College South Georgia College Waycross College

772 170 209 267 536 414 549 792 1,842 809 591 276 131

121 15.67 59 34.71 57 27.27 38 14.23
114 21.27 63 15.22 66 12.02 43 5.43
193 10.48 98 12.11
120 20.30 38 13.77 13 9.92

265 34.33 33 19.41 50 23.92
101 37.83 187 34.89 133 32.13 235 42.81 427 53.91 711 38.60 344 42.52 206 34.86
99 35.87 64 48.85

Two-Year Colleges

7,358

1,023 13.90

2,855 38.80

System Totals

27,210

1,760 6.47

16,435 60.40

Both HOPE and Pell

#

%

132 10.03 545 26.64 368 10.59

1,045 15.29

501 20.47 319 22.28

820 21.13

178 49.04 113 23.64 144 22.29
90 20.36 165 23.31 137 39.94 112 13.73
65 27.66 129 10.46
92 15.41 141 40.06
49 13.46 313 21.01

1,728 21.42

96 18.75 100 17.95

196 18.33

159 20.60 21 12.35 41 19.62 36 13.48
118 22.01 93 22.46 75 13.66 94 11.87
243 13.19 144 17.80 108 18.27
72 26.09 36 27.48

1,240 16.85

5,029 18.48

Notes: HOPE and Pell data are from FARS. HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

FARS106 4/18/2003

Appendix 2 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Gender
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Female Georgia Institute of Technology Georgia State University University of Georgia

454 1,219 2,051

2 0.44 5 0.41 2 0.10

398 811 1,792

87.67 66.53 87.37

Research Universities

3,724

9 0.24

3,001 80.59

Georgia Southern University Valdosta State University

1,180 877

30 2.54 24 2.74

804 68.14 575 65.56

Regional Universities

2,057

54 2.63

1,379 67.04

Albany State University

233

Armstrong Atlantic State University

283

Augusta State University

392

Clayton College & State University

251

Columbus State University

419

Fort Valley State University

187

Georgia College & State University

518

Georgia Southwestern State University

148

Kennesaw State University

733

North Georgia College & State University

392

Savannah State University

202

Southern Polytechnic State University

32

State University of West Georgia

893

24 10.30 9 3.18
36 9.18 15 5.98 22 5.25 40 21.39
6 1.16 7 4.73 15 2.05 4 1.02 32 15.84 1 3.13 17 1.90

63 27.04 175 61.84 196 50.00 154 61.35 250 59.67
40 21.39 400 77.22
83 56.08 539 73.53 313 79.85
59 29.21 21 65.63 616 68.98

State Universities

4,683

228 4.87

2,909 62.12

Dalton State College Macon State College

295

29 9.83

152 51.53

338

59 17.46

153 45.27

State Colleges

633

88 13.90

305 48.18

Abraham Baldwin Agricultural College Atlanta Metropolitan College Bainbridge College Coastal Georgia Community College Darton College East Georgia College Floyd College Gainesville College Georgia Perimeter College Gordon College Middle Georgia College South Georgia College Waycross College

362 106 127 160 348 241 329 411 1,069 467 250 142
88

62 17.13 41 38.68 41 32.28 31 19.38 79 22.70 27 11.20 45 13.68 20 4.87 134 12.54 58 12.42 40 16.00 22 15.49
5 5.68

124 34.25 21 19.81 24 18.90 62 38.75
118 33.91 89 36.93
143 43.47 236 57.42 417 39.01 215 46.04 108 43.20
44 30.99 48 54.55

Two-Year Colleges

4,100

605 14.76

1,649 40.22

Female Totals

15,197

984 6.47

9,243 60.82

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

Both HOPE and Pell

#

%

42 9.25 373 30.60 245 11.95
660 17.72
272 23.05 231 26.34
503 24.45
126 54.08 78 27.56
106 27.04 61 24.30
120 28.64 94 50.27 81 15.64 48 32.43 88 12.01 63 16.07 92 45.54 9 28.13
206 23.07
1,172 25.03
66 22.37 77 22.78
143 22.59
102 28.18 19 17.92 33 25.98 27 16.88 94 27.01 65 26.97 57 17.33 58 14.11
163 15.25 108 23.13
63 25.20 52 36.62 26 29.55
867 21.15
3,345 22.01
FARS106 4/18/2003

Appendix 2 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Gender
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Male Georgia Institute of Technology Georgia State University University of Georgia

862 827 1,423

3 0.35 6 0.73 9 0.63

743 599 1,274

86.19 72.43 89.53

Research Universities

3,112

18 0.58

2,616 84.06

Georgia Southern University Valdosta State University

1,268 555

39 3.08 23 4.14

815 64.27 353 63.60

Regional Universities

1,823

62 3.40

1,168 64.07

Albany State University

130

Armstrong Atlantic State University

195

Augusta State University

254

Clayton College & State University

191

Columbus State University

289

Fort Valley State University

156

Georgia College & State University

298

Georgia Southwestern State University

87

Kennesaw State University

500

North Georgia College & State University

205

Savannah State University

150

Southern Polytechnic State University

332

State University of West Georgia

597

26 20.00 4 2.05
23 9.06 8 4.19
26 9.00 48 30.77
7 2.35 7 8.05 8 1.60 6 2.93 37 24.67 6 1.81 20 3.35

35 26.92 121 62.05 131 51.57
96 50.26 172 59.52
28 17.95 228 76.51
60 68.97 356 71.20 126 61.46
27 18.00 238 71.69 388 64.99

State Universities

3,384

226 6.68

2,006 59.28

Dalton State College Macon State College

217

21 9.68

97 44.70

219

31 14.16

99 45.21

State Colleges

436

52 11.93

196 44.95

Abraham Baldwin Agricultural College

410

Atlanta Metropolitan College

64

Bainbridge College

82

Coastal Georgia Community College

107

Darton College

188

East Georgia College

173

Floyd College

220

Gainesville College

381

Georgia Perimeter College

773

Gordon College

342

Middle Georgia College

341

South Georgia College

134

Waycross College

43

59 14.39 18 28.13 16 19.51
7 6.54 35 18.62 36 20.81 21 9.55 23 6.04 59 7.63 40 11.70 80 23.46 16 11.94
8 18.60

141 34.39 12 18.75 26 31.71 39 36.45 69 36.70 44 25.43 92 41.82
191 50.13 294 38.03 129 37.72
98 28.74 55 41.04 16 37.21

Two-Year Colleges

3,258

418 12.83

1,206 37.02

Male Totals

12,013

776 6.46

7,192 59.87

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

Both HOPE and Pell

#

%

90 10.44 172 20.80 123 8.64
385 12.37
229 18.06 88 15.86
317 17.39
52 40.00 35 17.95 38 14.96 29 15.18 45 15.57 43 27.56 31 10.40 17 19.54 41 8.20 29 14.15 49 32.67 40 12.05 107 17.92
556 16.43
30 13.82 23 10.50
53 12.16
57 13.90 2 3.13 8 9.76 9 8.41
24 12.77 28 16.18 18 8.18 36 9.45 80 10.35 36 10.53 45 13.20 20 14.93 10 23.26
373 11.45
1,684 14.02
FARS106 4/18/2003

Appendix 3 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Race/Ethnicity
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

American Indian or Alaskan Native

Georgia Institute of Technology

1

Georgia State University

9

University of Georgia

5

0 0.00 0 0.00 0 0.00

1 100.00 7 77.78 5 100.00

Research Universities

15

0 0.00

13 86.67

Georgia Southern University Valdosta State University

7

0 0.00

4 57.14

3

0 0.00

1 33.33

Regional Universities

10

0 0.00

5 50.00

Armstrong Atlantic State University

1

Augusta State University

2

Clayton College & State University

1

Columbus State University

5

Kennesaw State University

1

North Georgia College & State University

4

Southern Polytechnic State University

1

State University of West Georgia

4

0 0.00 0 0.00 0 0.00 0 0.00 0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 1 50.00 0 0.00 3 60.00 0 0.00 1 25.00 1 100.00 3 75.00

State Universities

19

1 5.26

11 57.89

Macon State College

3

0 0.00

1 33.33

State Colleges

3

0 0.00

1 33.33

Abraham Baldwin Agricultural College

1

Coastal Georgia Community College

1

East Georgia College

3

Floyd College

4

Gainesville College

2

Georgia Perimeter College

1

0 0.00 0 0.00 0 0.00 1 25.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00 1 50.00 0 0.00

Two-Year Colleges

12

1 8.33

4 33.33

American Indian or Alaskan Native Totals

59

2 3.39

34 57.63

Both HOPE and Pell

#

%

0 0.00 1 11.11 0 0.00
1 6.67
2 28.57 2 66.67
4 40.00
0 0.00 0 0.00 0 0.00 1 20.00 0 0.00 2 50.00 0 0.00 1 25.00
4 21.05
1 33.33
1 33.33
0 0.00 0 0.00 1 33.33 1 25.00 0 0.00 0 0.00
2 16.67
12 20.34

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

FARS106 4/18/2003

Appendix 3 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Race/Ethnicity
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Asian or Pacific Islander Georgia Institute of Technology Georgia State University University of Georgia

206

0 0.00

151 73.30

281

1 0.36

154 54.80

185

2 1.08

128 69.19

Research Universities

672

3 0.45

433 64.43

Georgia Southern University Valdosta State University

29

0 0.00

13 44.83

15

0 0.00

7 46.67

Regional Universities

44

0 0.00

20 45.45

Albany State University

2

Armstrong Atlantic State University

26

Augusta State University

20

Clayton College & State University

33

Columbus State University

16

Fort Valley State University

1

Georgia College & State University

5

Georgia Southwestern State University

2

Kennesaw State University

34

North Georgia College & State University

6

Southern Polytechnic State University

23

State University of West Georgia

14

0 0.00 1 3.85 1 5.00 2 6.06 1 6.25 0 0.00 0 0.00 0 0.00 2 5.88 0 0.00 0 0.00 1 7.14

0 0.00 12 46.15 11 55.00 12 36.36
9 56.25 0 0.00 3 60.00 1 50.00 19 55.88 2 33.33 12 52.17 6 42.86

State Universities

182

8 4.40

89 48.90

Dalton State College Macon State College

11

1 9.09

5 45.45

16

2 12.50

11 68.75

State Colleges

27

3 11.11

16 59.26

Abraham Baldwin Agricultural College

2

Atlanta Metropolitan College

3

Bainbridge College

6

Coastal Georgia Community College

4

Darton College

3

East Georgia College

2

Floyd College

11

Gainesville College

16

Georgia Perimeter College

179

Gordon College

13

Middle Georgia College

8

Waycross College

2

0 0.00 0 0.00 0 0.00 0 0.00 1 33.33 0 0.00 2 18.18 2 12.50 20 11.17 1 7.69 1 12.50 0 0.00

0 0.00 3 100.00 3 50.00 2 50.00 1 33.33 1 50.00 4 36.36 7 43.75 56 31.28 2 15.38 3 37.50 0 0.00

Two-Year Colleges

249

27 10.84

83 33.33

Asian or Pacific Islander Totals

1,174

41 3.49

641 54.60

Both HOPE and Pell

#

%

40 19.42 116 41.28
47 25.41
203 30.21
9 31.03 3 20.00
12 27.27
1 50.00 11 42.31
6 30.00 13 39.39
5 31.25 0 0.00 2 40.00 1 50.00 5 14.71 2 33.33 8 34.78 4 28.57
58 31.87
1 9.09 1 6.25
2 7.41
0 0.00 0 0.00 2 33.33 2 50.00 1 33.33 0 0.00 2 18.18 6 37.50 56 31.28 6 46.15 1 12.50 2 100.00
78 31.33
353 30.07

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

FARS106 4/18/2003

Appendix 3 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Race/Ethnicity
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Black, Non-Hispanic Origin Georgia Institute of Technology Georgia State University University of Georgia

69

5 7.25

46 66.67

584

6 1.03

304 52.05

167

5 2.99

99 59.28

Research Universities

820

16 1.95

449 54.76

Georgia Southern University Valdosta State University

551

35 6.35

247 44.83

331

32 9.67

126 38.07

Regional Universities

882

67 7.60

373 42.29

Albany State University

347

Armstrong Atlantic State University

59

Augusta State University

140

Clayton College & State University

111

Columbus State University

168

Fort Valley State University

338

Georgia College & State University

44

Georgia Southwestern State University

47

Kennesaw State University

62

North Georgia College & State University

20

Savannah State University

341

Southern Polytechnic State University

51

State University of West Georgia

300

48 13.83 4 6.78
20 14.29 14 12.61 29 17.26 87 25.74
3 6.82 10 21.28
5 8.06 3 15.00 68 19.94 3 5.88 17 5.67

91 26.22 15 25.42 37 26.43 51 45.95 58 34.52 65 19.23 22 50.00 13 27.66 32 51.61
8 40.00 85 24.93 29 56.86 125 41.67

State Universities

2,028

311 15.34

631 31.11

Dalton State College Macon State College

6

1 16.67

1 16.67

183

63 34.43

41 22.40

State Colleges

189

64 33.86

42 22.22

Abraham Baldwin Agricultural College

133

Atlanta Metropolitan College

161

Bainbridge College

75

Coastal Georgia Community College

57

Darton College

205

East Georgia College

157

Floyd College

61

Gainesville College

25

Georgia Perimeter College

491

Gordon College

215

Middle Georgia College

205

South Georgia College

44

Waycross College

15

59 44.36 57 35.40 40 53.33 20 35.09 88 42.93 43 27.39 23 37.70
6 24.00 138 28.11
71 33.02 97 47.32 12 27.27
7 46.67

16 12.03 29 18.01
4 5.33 8 14.04 20 9.76 23 14.65 12 19.67 7 28.00 103 20.98 34 15.81 18 8.78 5 11.36 1 6.67

Two-Year Colleges

1,844

661 35.85

280 15.18

Black, Non-Hispanic Origin Totals

5,763

1,119 19.42

1,775 30.80

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

Both HOPE and Pell

#

%

16 23.19 266 45.55
61 36.53
343 41.83
223 40.47 141 42.60
364 41.27
174 50.14 36 61.02 55 39.29 38 34.23 73 43.45
136 40.24 16 36.36 21 44.68 14 22.58 7 35.00
139 40.76 14 27.45
134 44.67
857 42.26
2 33.33 56 30.60
58 30.69
40 30.08 21 13.04 15 20.00 10 17.54 71 34.63 64 40.76 12 19.67
6 24.00 104 21.18
60 27.91 55 26.83 16 36.36
5 33.33
479 25.98
2,101 36.46
FARS106 4/18/2003

Appendix 3 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Race/Ethnicity
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Hispanic Georgia Institute of Technology Georgia State University University of Georgia

20

0 0.00

15 75.00

73

1 1.37

49 67.12

58

1 1.72

43 74.14

Research Universities

151

2 1.32

107 70.86

Georgia Southern University Valdosta State University

23

2 8.70

14 60.87

21

1 4.76

14 66.67

Regional Universities

44

3 6.82

28 63.64

Albany State University

3

Armstrong Atlantic State University

9

Augusta State University

17

Clayton College & State University

10

Columbus State University

21

Georgia College & State University

6

Georgia Southwestern State University

2

Kennesaw State University

34

North Georgia College & State University

3

Southern Polytechnic State University

6

State University of West Georgia

23

1 33.33 0 0.00 1 5.88 0 0.00 2 9.52 0 0.00 0 0.00 0 0.00 0 0.00 0 0.00 1 4.35

2 66.67 4 44.44 8 47.06 5 50.00 11 52.38 4 66.67 1 50.00 19 55.88 2 66.67 4 66.67 17 73.91

State Universities

134

5 3.73

77 57.46

Dalton State College Macon State College

26

7 26.92

3 11.54

4

0 0.00

3 75.00

State Colleges

30

7 23.33

7 23.33

Abraham Baldwin Agricultural College

25

Bainbridge College

1

Coastal Georgia Community College

2

Darton College

3

East Georgia College

1

Floyd College

13

Gainesville College

29

Georgia Perimeter College

58

Gordon College

17

Middle Georgia College

2

South Georgia College

3

Waycross College

1

10 40.00 0 0.00 1 50.00 0 0.00 0 0.00 0 0.00 4 13.79 5 8.62 2 11.76 0 0.00 1 33.33 0 0.00

2 8.00 0 0.00 0 0.00 2 66.67 0 0.00 9 69.23 10 34.48 24 41.38 5 29.41 1 50.00 1 33.33 0 0.00

Two-Year Colleges

155

23 14.84

56 36.13

Hispanic Totals

514

40 7.78

275 53.50

Both HOPE and Pell

#

%

4 20.00 18 24.66 13 22.41
35 23.18
6 26.09 4 19.05
10 22.73
0 0.00 1 11.11 5 29.41 1 10.00 7 33.33 1 16.67 0 0.00 8 23.53 0 0.00 0 0.00 2 8.70
25 18.66
7 26.92 0 0.00
7 23.33
5 20.00 0 0.00 0 0.00 0 0.00 0 0.00 1 7.69 5 17.24 4 6.90 5 29.41 0 0.00 1 33.33 1 100.00
22 14.19
99 19.26

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

FARS106 4/18/2003

Appendix 3 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Race/Ethnicity
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

Multi-Racial Georgia Institute of Technology Georgia State University University of Georgia

8

0 0.00

7 87.50

204

2 0.98

144 70.59

59

0 0.00

51 86.44

Research Universities

271

2 0.74

202 74.54

Georgia Southern University Valdosta State University

41

0 0.00

31 75.61

20

0 0.00

12 60.00

Regional Universities

61

0 0.00

43 70.49

Albany State University

4

Armstrong Atlantic State University

10

Augusta State University

22

Clayton College & State University

13

Columbus State University

25

Fort Valley State University

2

Georgia College & State University

4

Georgia Southwestern State University

2

Kennesaw State University

35

North Georgia College & State University

6

Savannah State University

1

Southern Polytechnic State University

8

State University of West Georgia

26

0 0.00 0 0.00 1 4.55 1 7.69 3 12.00 0 0.00 0 0.00 0 0.00 0 0.00 1 16.67 1 100.00 1 12.50 1 3.85

1 25.00 7 70.00 11 50.00 8 61.54 17 68.00 1 50.00 4 100.00 1 50.00 20 57.14 2 33.33 0 0.00 4 50.00 18 69.23

State Universities

158

9 5.70

95 60.13

Macon State College

5

0 0.00

2 40.00

State Colleges

5

0 0.00

2 40.00

Abraham Baldwin Agricultural College

4

Atlanta Metropolitan College

5

Coastal Georgia Community College

2

Darton College

12

East Georgia College

3

Floyd College

8

Gainesville College

6

Georgia Perimeter College

75

Gordon College

7

Middle Georgia College

5

South Georgia College

3

Waycross College

1

0 0.00 1 20.00 1 50.00 4 33.33 1 33.33 0 0.00 1 16.67 3 4.00 1 14.29 1 20.00 1 33.33 0 0.00

0 0.00 1 20.00 0 0.00 5 41.67 0 0.00 1 12.50 0 0.00 27 36.00 2 28.57 1 20.00 0 0.00 0 0.00

Two-Year Colleges

131

14 10.69

37 28.24

Multi-Racial Totals

626

25 3.99

379 60.54

Both HOPE and Pell

#

%

0 0.00 44 21.57
7 11.86
51 18.82
6 14.63 7 35.00
13 21.31
3 75.00 3 30.00 5 22.73 2 15.38 4 16.00 1 50.00 0 0.00 0 0.00 6 17.14 2 33.33 0 0.00 3 37.50 7 26.92
36 22.78
1 20.00
1 20.00
2 50.00 0 0.00 0 0.00 2 16.67 1 33.33 4 50.00 2 33.33 8 10.67 2 28.57 0 0.00 2 66.67 0 0.00
24 18.32
125 19.97

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

FARS106 4/18/2003

Appendix 3 University System of Georgia Financial Aid - HOPE and Pell HOPE-Eligible First-Time Freshmen by Race/Ethnicity
Fall 2001

Institution

HOPE-Eligible First-Time Freshmen

Pell / No HOPE

#

%

HOPE / No Pell

#

%

White, Non-Hispanic Origin Georgia Institute of Technology Georgia State University University of Georgia

1,012 895
3,000

0 0.00 1 0.11 3 0.10

921 752 2,740

91.01 84.02 91.33

Research Universities

4,907

4 0.08

4,413 89.93

Georgia Southern University Valdosta State University

1,797 1,042

32 1.78 14 1.34

1,310 768

72.90 73.70

Regional Universities

2,839

46 1.62

2,078 73.19

Albany State University Armstrong Atlantic State University Augusta State University Clayton College & State University Columbus State University Fort Valley State University Georgia College & State University Georgia Southwestern State University Kennesaw State University North Georgia College & State University Savannah State University Southern Polytechnic State University State University of West Georgia

7 373 445 274 473
2 757 182 1,067 558
10 275 1,123

1 14.29 7 1.88 36 8.09 6 2.19 13 2.75 1 50.00 10 1.32 4 2.20 16 1.50 6 1.08 0 0.00 3 1.09 17 1.51

3 42.86 258 69.17 258 57.98 174 63.50 324 68.50
1 50.00 595 78.60 126 69.23 804 75.35 424 75.99
1 10.00 209 76.00 835 74.35

State Universities

5,546

120 2.16

4,012 72.34

Dalton State College Macon State College

469

41 8.74

240 51.17

346

25 7.23

193 55.78

State Colleges

815

66 8.10

433 53.13

Abraham Baldwin Agricultural College Atlanta Metropolitan College Bainbridge College Coastal Georgia Community College Darton College East Georgia College Floyd College Gainesville College Georgia Perimeter College Gordon College Middle Georgia College South Georgia College Waycross College

607 1
127 201 313 248 452 714 1,038 557 371 226 112

52 8.57 0 0.00
17 13.39 16 7.96 21 6.71 19 7.66 40 8.85 30 4.20 27 2.60 23 4.13 21 5.66 24 10.62
6 5.36

246 40.53 0 0.00
41 32.28 90 44.78 159 50.80 109 43.95 209 46.24 401 56.16 501 48.27 301 54.04 182 49.06 93 41.15 63 56.25

Two-Year Colleges

4,967

297 5.98

2,395 48.22

White, Non-Hispanic Origin Totals

19,074

533 2.79

13,331 69.89

Notes: HOPE and Pell data are from FARS. The HOPE- eligible cohort is defined as Georgia High School graduates since 1993 and any additional students receiving HOPE according to GSFC records.

Both HOPE and Pell

#

%

72 7.11 100 11.17 240 8.00
412 8.40
255 14.19 162 15.55
417 14.69
0 0.00 62 16.62 73 16.40 36 13.14 75 15.86
0 0.00 93 12.29 43 23.63 96 9.00 79 14.16
2 20.00 24 8.73 165 14.69
748 13.49
86 18.34 41 11.85
127 15.58
112 18.45 0 0.00
24 18.90 24 11.94 44 14.06 27 10.89 55 12.17 75 10.50 71 6.84 71 12.75 52 14.02 53 23.45 27 24.11
635 12.78
2,339 12.26
FARS106 4/18/2003

Institution Georgia Institute of Technology Georgia State University

Total #
132
545

< = $400

#

%

8 6.1%

Appendix 4

University System of Georgia

Average Annual Pell Awards for

First-Time Freshmen from Georgia High Schools* with HOPE and Pell

Fall 2001

$401 to $800 $801 to $1600 $1201 to $1600 $1601 to $2000 $2001 to $2400 $2401 to $2800 $2801 to $3200 $3201 to $3600

#

%

#

%

#

%

#

%

#

%

#

%

#

%

#

%

8 6.1% 15 11.4% 18 13.6%

5 3.8%

8 6.1%

9 6.8%

7 5.3% 19 14.4%

21 3.9% 40 7.3% 32 5.9% 40 7.3% 36 6.6% 34 6.2% 35 6.4% 36 6.6% 49 9.0%

> = $3601

#

%

35

26.5%

222

40.7%

University of Georgia

368 14 3.8% 36 9.8% 36 9.8% 28 7.6% 29 7.9% 28 7.6% 25 6.8% 27 7.3% 31 8.4% 114

31.0%

Research Universities 1,045 43 4.1% 84 8.0% 83 7.9% 86 8.2% 70 6.7% 70 6.7% 69 6.6% 70 6.7% 99 9.5% 371

35.5%

Georgia Southern University

501 27 5.4% 41 8.2% 40 8.0% 41 8.2% 48 9.6% 35 7.0% 33 6.6% 39 7.8% 40 8.0% 157

31.3%

Valdosta State University

319 18 5.6% 33 10.3% 23 7.2% 26 8.2% 34 10.7% 22 6.9% 14 4.4% 17 5.3% 22 6.9% 110

34.5%

Regional Universities 820 45 5.5% 74 9.0% 63 7.7% 67 8.2% 82 10.0% 57 7.0% 47 5.7% 56 6.8% 62 7.6% 267

32.6%

Albany State University

178

3 1.7%

8 4.5%

8 4.5% 11 6.2% 23 12.9% 12 6.7%

9 5.1% 13 7.3%

7 3.9% 84

47.2%

Armstrong Atlantic State University

113

4 3.5%

8 7.1% 12 10.6%

8 7.1% 16 14.2%

5 4.4%

7 6.2% 11 9.7%

6 5.3% 36

31.9%

Augusta State University

144

3 2.1%

8 5.6%

8 5.6% 16 11.1% 15 10.4%

9 6.3% 10 6.9% 10 6.9% 19 13.2% 46

31.9%

Clayton College & State University

90

1 1.1%

5 5.6%

7 7.8%

9 10.0% 14 15.6%

7 7.8%

8 8.9%

7 7.8%

4 4.4% 28

31.1%

Columbus State University

165

5 3.0% 20 12.1% 12 7.3% 12 7.3% 14 8.5% 13 7.9% 11 6.7% 11 6.7% 16 9.7% 51

30.9%

Fort Valley State University

137

2 1.5%

3 2.2% 10 7.3%

1 0.7% 12 8.8%

5 3.6% 12 8.8%

8 5.8%

8 5.8% 76

55.5%

Georgia College & State University

112

6 5.4% 10 8.9% 11 9.8% 10 8.9% 11 9.8%

8 7.1%

3 2.7%

6 5.4%

8 7.1% 39

34.8%

Georgia Southwestern State University

65

3 4.6%

6 9.2%

6 9.2%

9 13.8%

2 3.1%

6 9.2%

5 7.7%

3 4.6%

5 7.7% 20

30.8%

Kennesaw State University

129 13 10.1% 14 10.9% 15 11.6% 11 8.5% 14 10.9%

7 5.4%

9 7.0%

7 5.4%

8 6.2% 31

24.0%

North Georgia College & State University

92

7 7.6%

4 4.3%

7 7.6%

8 8.7% 17 18.5%

7 7.6%

5 5.4%

9 9.8%

6 6.5% 22

23.9%

Savannah State University

141

2 1.4%

6 4.3%

3 2.1% 11 7.8% 17 12.1%

7 5.0%

7 5.0%

9 6.4% 15 10.6% 64

45.4%

Southern Polytechnic State University

49

3 6.1%

6 12.2%

2 4.1%

2 4.1%

6 12.2%

4 8.2%

3 6.1%

4 8.2%

5 10.2% 14

28.6%

State University of West Georgia

313

State Universities 1,728

17 5.4% 27 8.6% 36 11.5% 24 7.7% 32 10.2% 17 5.4% 20 6.4% 22 7.0% 16 5.1% 102 69 4.0% 125 7.2% 137 7.9% 132 7.6% 193 11.2% 107 6.2% 109 6.3% 120 6.9% 123 7.1% 613

32.6% 35.5%

*"First-Time Freshmen from Georgia High Schools" are a subset of freshmen who have a graduation date from a Georgia high school of 1993 or later. These students are considered eligible for HOPE, but in order to receive HOPE must meet academic requirements (a 3.0 in core high school courses). This cohort also includes any additional first-time freshmen receiving HOPE according to GSFC records, but who did not appear to SIRS as Georgia high school graduates. This report includes only those students who received the HOPE Scholarship; it does not count HOPE Grant recipients as scholarship recipients.

SRPT722a 09/24/2003

Institution

Total #

< = $400

#

%

Appendix 4

University System of Georgia

Average Annual Pell Awards for

First-Time Freshmen from Georgia High Schools* with HOPE and Pell

Fall 2001

$401 to $800 $801 to $1600 $1201 to $1600 $1601 to $2000 $2001 to $2400 $2401 to $2800 $2801 to $3200 $3201 to $3600

#

%

#

%

#

%

#

%

#

%

#

%

#

%

#

%

> = $3601

#

%

Dalton State College

96

2 2.1% 14 14.6% 11 11.5% 10 10.4% 13 13.5%

7 7.3%

6 6.3%

2 2.1%

6 6.3% 25

26.0%

Macon State College

100

4 4.0%

9 9.0%

9 9.0%

7 7.0%

9 9.0%

2 2.0%

5 5.0%

6 6.0%

6 6.0% 43

43.0%

State Colleges 196

6 3.1% 23 11.7% 20 10.2% 17 8.7% 22 11.2%

9 4.6% 11 5.6%

8 4.1% 12 6.1% 68

34.7%

Abraham Baldwin Agricultural College

159

8 5.0% 11 6.9% 13 8.2% 14 8.8% 19 11.9%

9 5.7%

5 3.1% 11 6.9% 17 10.7% 52

32.7%

Atlanta Metropolitan College

21

1 4.8%

0 0.0%

1 4.8%

0 0.0%

3 14.3%

2 9.5%

3 14.3%

1 4.8%

2 9.5%

8

38.1%

Bainbridge College

41

1 2.4%

1 2.4%

3 7.3%

5 12.2%

3 7.3%

4 9.8%

3 7.3%

1 2.4%

7 17.1% 13

31.7%

Coastal Georgia Community College

36

1 2.8%

4 11.1%

4 11.1%

5 13.9%

6 16.7%

3 8.3%

2 5.6%

3 8.3%

2 5.6%

6

16.7%

Darton College

118

4 3.4% 11 9.3%

7 5.9%

7 5.9% 13 11.0% 11 9.3%

5 4.2%

7 5.9%

7 5.9% 46

39.0%

East Georgia College

93

3 3.2%

4 4.3%

8 8.6%

3 3.2%

4 4.3%

5 5.4% 12 12.9% 12 12.9%

6 6.5% 36

38.7%

Floyd College

75

5 6.7%

4 5.3% 12 16.0%

9 12.0%

3 4.0% 10 13.3%

3 4.0%

3 4.0%

4 5.3% 22

29.3%

Gainesville College

94

5 5.3% 10 10.6%

9 9.6% 15 16.0%

9 9.6%

4 4.3%

9 9.6%

6 6.4%

5 5.3% 22

23.4%

Georgia Perimeter College

243

9 3.7% 17 7.0% 22 9.1% 13 5.3% 15 6.2% 28 11.5%

9 3.7% 24 9.9% 26 10.7% 80

32.9%

Gordon College

144

1 0.7% 13 9.0%

6 4.2% 12 8.3% 15 10.4% 10 6.9% 14 9.7%

8 5.6% 19 13.2% 46

31.9%

Middle Georgia College

108

8 7.4%

4 3.7%

9 8.3%

5 4.6%

8 7.4%

7 6.5%

3 2.8%

7 6.5%

6 5.6% 51

47.2%

South Georgia College

72

1 1.4%

5 6.9%

7 9.7%

5 6.9%

4 5.6%

6 8.3%

5 6.9%

6 8.3%

4 5.6% 29

40.3%

Waycross College

36

2 5.6%

1 2.8%

3 8.3%

3 8.3%

2 5.6%

3 8.3%

3 8.3%

4 11.1%

3 8.3% 12

33.3%

Two-Year Colleges 1,240 49 4.0% 85 6.9% 104 8.4% 96 7.7% 104 8.4% 102 8.2% 76 6.1% 93 7.5% 108 8.7% 423

34.1%

System Totals

5,029 212 4.2% 391 7.8% 407 8.1% 398 7.9% 471 9.4% 345 6.9% 312 6.2% 347 6.9% 404 8.0% 1,742 34.6%

*"First-Time Freshmen from Georgia High Schools" are a subset of freshmen who have a graduation date from a Georgia high school of 1993 or later. These students are considered eligible for HOPE, but in order to receive HOPE must meet academic requirements (a 3.0 in core high school courses). This cohort also includes any additional first-time freshmen receiving HOPE according to GSFC records, but who did not appear to SIRS as Georgia high school graduates. This report includes only those students who received the HOPE Scholarship; it does not count HOPE Grant recipients as scholarship recipients.

SRPT722a 09/24/2003