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Intro

Financial Barriers to Opportunity for Higher Education Council for Opportunity in Education San Diego, California September 1, 2016 Tom Mortenson Senior Scholar The Pell Institute for the Study of Opportunity in Higher Education. Intro. Financial Barriers. Education Pipeline

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Intro

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  1. Financial Barriers to Opportunity for Higher Education Council for Opportunity in Education San Diego, California September 1, 2016 Tom Mortenson Senior Scholar The Pell Institute for the Study of Opportunity in Higher Education Intro

  2. Financial Barriers Education Pipeline Family Income Financial Barriers Consequences Proposals

  3. Financial Barriers Education Pipeline Bottleneck in Higher Education Financial Barriers Consequences Proposals

  4. Financial Barriers Education Pipeline Family Income Financial Barriers Consequences Proposals

  5. Financial Barriers Education Pipeline Family Income Financial Barriers Consequences Proposals

  6. Financial Need Analysis Model Cost of Attendance Tuition and fees Room and board Books and supplies Personal and medical care Transportation Less: Expected family contribution Income and assets Family size Number of children enrolled in college Equals: Financial need Gift aid: grants, scholarships, waivers Earnings from work/study Education loans: subsidized/unsubsidized Stafford, PLUS Federal tax credits

  7. Financial Barriers Education Pipeline Family Income Financial Barriers Consequences Proposals

  8. Tertiary Type-A Degree Attain 25-34 yr olds OECD 2003

  9. Projected Tertiary Type-A Degree attain OECD 2020

  10. Financial Barriers Education Pipeline Family Income Financial Barriers Consequences Proposals

  11. Restoring College Affordability Federal $13,000 Pell Grant maximum award $2,000 Super Pell to fund negative EFC calculated from FAFSA Income contingent education loan repayment College work-study for all students States Required 50:50 match to federal Pell Grant Institutions Continued eligibility for Title IV participation contingent on progress toward broadening enrollment of students from low income families

  12. Final Contact Information: Email to request PowerPoint from: tom@postsecondary.org

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