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Oklahoma State Regents for Higher Education ACADEMIC SCHOLARS Academic Scholars Program (ASP) 2008-2009 Year-End Report Highlights: Ô In Fall 2008, 274 freshmen National Merit Scholars received awards through the program, an increase of from Fall 2007 Ô A total of 2,136 students at Oklahoma public and private colleges and universities were enrolled in the Academic Scholars Program in Fall 2008, an increase of 26 from Fall 2007 Ô The 2008 freshman class totaled 649 students — 413 “automatic qualifiers” and 236 Institutional Nominees— compared to 628 in the 2007 freshmen class Ô Since the start of the program in 1991, an average of 17% of program participants lose the scholarship after one year in the program The rate for the most current year was 14% On average, about 72% of participants retain the scholarship through their fourth year of eligibility; the most current class was 75% Ô For the 1,672 participants entering into the program between 2001-2003, 78% (1,306) received at least a baccalaureate degree from an Oklahoma institution ¤ Based on data collected in 2007-08, about 69% of all the program’s graduates remain in Oklahoma one year after graduation This compares to about 82% of all Oklahoma bachelor degree recipients based on the latest statewide data The retention rate for Oklahoma residents in the program (74%) is significantly higher than for nonresidents (57%) After five years, about 32% of the Academic Scholar graduates are still in Oklahoma, compared to 61% of all bachelor degree recipients Ô About 85% of the program participants attend three universities—University of Oklahoma (49%), Oklahoma State University (22%) and the University of Tulsa (14%) The remaining participants attend public regional universities (8%), public two-year colleges (3%) and other private universities (4%) The three largest participating institutions also account for almost 91% of the total program expenditures Ô Few participants qualified for other Oklahoma financial aid programs In 2008-09, about 4% received an award from the Oklahoma Tuition Aid Grant (OTAG) program, and a little over 10% were eligible for Oklahoma’s Promise Less than 1% also received the Oklahoma Tuition Equalization Grant (OTEG) Ô Available data indicates that program participants generally come from higher income families Nearly 60% of participants not apply for federal financial aid, indicating a lack of financial need or eligibility for federal student aid Of the 42% of participants that reported parental income on the 2008-09 federal application, nearly 80% reported a family income of $50,000 or higher; 39% reported family income of $100,000 or more Ô Participation rates for Black and Hispanic students have remained minimal over the past five years; the rate for Black students in the program in 2008-09 was 0.75% and 1.59% for Hispanic students Ô For the first time since the implementation of the Academic Scholars program, compliance with the statutory 25% limit of non-resident student participation required six institutions to refund almost $1,000,000 in award funds back to the program REPORT CONTENTS Page I History of National Merit Scholars .3 II History of Total Program Enrollment III Demographic Profile of Participants IV Academic Scholars Participation Retention Rates .5 V Academic Scholars Graduation Rates VI Academic Scholars Post Graduation Retention VII Qualification Profile by Institution .8 VIII Funding Profile by Institution 10 IX Financial Summary 12 X 25 Percent Non-Resident Refund Information………………………………………….14 Qualifying Criteria To automatically qualify for the Academic Scholars Program, Oklahoma residents and nonresidents must have received the designation of National Merit Scholar, National Merit Finalist, or Presidential Scholar Oklahoma residents may also qualify by achieving a score in the top one-half percentile on the ACT or SAT For 2008, the qualifying ACT score was a sum score of 133 and SAT score was 1550 on the math and verbal sections The 1999 Legislature created another avenue by which students can qualify for ASP awards-Institutional Nominees Applicants may qualify for consideration at public colleges and universities by meeting at least one of the two criteria listed below: One of the Two Criteria Tier Research Regional Universities Two-Year Colleges ACT or SAT Equivalent 32 or SAT Equivalent 30 or SAT Equivalent 29 or SAT Equivalent GPA and Class Rank GPA 3.9 and Top 2% GPA 3.8 and Top 4% GPA 3.7 and Top 5% I History of National Merit Scholars: 300 250 Public Institutions 250 274 267 Public and Private Institutions 239 231 221 221 198 200 187 176 160 155 173 159 170 159 143 150 183 161 155 148 147 141 189 177 136 134 158 130 127 100 50 1994 * II 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 National Merit Scholar participation history has been collected since 1991 This data is based on Fall enrollment for each academic year History of Total Program Enrollment: 2500 2078 2026 2132 2099 2110 2136 2000 1812 1500 1192 1322 1384 1506 1571 1506 1523 1645 1000 500 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 * Of the 2,136 Academic Scholars for fall 2008, 69% of the participants were Oklahoma residents and 31% were non residents III Demographic Profile of Participants Ethnicity Data of All Participants Five-Year Trend Year 2004-05 2005-06 2006-07 2007-08 2008-09 Asian 3.82% 4.26% 4.14% 4.69% 4.92% Black 1.14% 0.84% 0.86% 0.90% 0.75% Native American 5.40% 5.20% 4.95% 5.21% 5.24% Hispanic 1.54% 1.45% 1.52% 1.42% 1.59% White 87.80% 87.82% 88.14% 86.92% 87.36% Not Reported/ Other 0.30% 0.42% 0.38% 0.86% 0.14% Gender Data of All Participants Five-Year Trend Year 2004-05 2005-06 2006-07 2007-08 2008-09 Female 45.85% 45.08% 45.07% 45.50% 46.46% Male 54.15% 54.92% 54.93% 54.50% 53.54% Parent Income Data Collected from the FAFSA for 2008-09 Participants No Parent income reported % of total 58.33% $100,000 or more $75,000 - $99,999 $70,000 - $74,999 $60,000 - $69,999 $50,000 - $59,999 $25,000 - $49,999 $10,000 - $24,999 $1 - $9,999 $0 less than $0 16.06% 8.15% 1.87% 3.70% 2.90% 6.13% 2.06% 0.42% 0.05% 0.33% 100.0% % of those reporting Income 38.54% 19.55% 4.49% 8.88% 6.97% 14.72% 4.94% 1.01% 0.11% 0.79% 100.0% IV Academic Scholars Participation Retention Rates: ASP Participant Retention Rates Entry Year 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1st Year 649 628 571 620 601 620 563 438 504 403 424 425 396 446 373 354 347 271 2nd Year * 538 495 523 523 543 524 389 423 325 326 334 327 353 304 275 284 216 3rd Year * * 455 500 481 504 495 369 385 304 310 306 323 330 297 243 258 206 4th Year * * * 463 448 475 452 333 363 285 280 284 292 298 281 233 238 187 5th Year * * * * 26 37 45 28 39 185 170 178 193 182 152 152 157 96 6th Year * * * * * 4 12 15 18 12 18 13 Entry Year 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1st Year 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 100% 2nd Year * 86% 87% 84% 87% 88% 93% 89% 84% 81% 77% 79% 83% 79% 82% 78% 82% 80% 3rd Year * * 80% 81% 80% 81% 88% 84% 76% 75% 73% 72% 82% 74% 80% 69% 74% 76% 4th Year * * * 75% 75% 77% 80% 76% 72% 71% 66% 67% 74% 67% 75% 66% 69% 69% 5th Year * * * * 4% 6% 8% 6% 8% 46% 40% 42% 49% 41% 41% 43% 45% 35% 6th Year * * * * * 1% 0.2% 0.7% 1% 3% 4% 2% 2% 4% 3% 5% 4% 3% *The average attrition rate for students in the Academic Scholars Program from the first year to the second year is 17% V Academic Scholars Graduation Rates Class of 2001 79% Graduation Rate Through Spring 2008 500 400 39 300 200 Master Degree Completers Bachelor Degree Completers 455 319 Cohort Size 100 Class of 2002 79% Graduation Rate through Spring 2008 600 500 51 400 300 Bachelor Degree Completers 590 414 200 Master Degree Completers Cohort Size 100 Class of 2003 77% 6-Year Graduation Rate 700 600 500 42 400 300 200 Master Degree Completers Bachelor Degree Completers 627 441 100 Cohort Size VI Academic Scholars Post Graduation Retention All Academic Scholar Program Graduates Employed in Oklahoma (between April 1, 2006 and June 30, 2007) Or Who Were Enrolled in the Oklahoma State System Degree Year: 20012002 20022003 20032004 20042005 20052006 112 113 353 32% 131 139 349 40% 182 11 193 485 40% 230 21 251 491 51% 364 48 412 594 69% Employed* Enrolled, not employed** Total Retained Total Graduates, unduplicated Percent Retained * Based on Oklahoma Employment Security Commission records of employment between April 1, 2006 and June 30, 2007 ** Enrolled any semester during academic year 2006-2007 Oklahoma Resident Academic Scholar Program Graduates Employed in Oklahoma (between April 1, 2006 and June 30, 2007) Or Who Were Enrolled in the Oklahoma State System Degree Year: 20012002 20022003 20032004 20042005 20052006 91 91 243 37% 113 120 245 49% 155 11 166 359 46% 196 16 212 375 57% 298 29 327 444 74% Employed* Enrolled, not employed** Total Retained Total Graduates, unduplicated Percent Retained * Based on Oklahoma Employment Security Commission records of employment between April 1, 2006 and June 30, 2007 ** Enrolled any semester during academic year 2006-2007 Non-Resident Academic Scholar Program Graduates Employed in Oklahoma (between April 1, 2006 and June 30, 2007) Or Who Were Enrolled in the Oklahoma State System Degree Year: 20012002 20022003 20032004 20042005 20052006 21 22 110 20% 18 19 104 18% 27 27 126 21% 34 39 116 34% 66 19 85 150 57% Employed* Enrolled, not employed** Total Retained Total Graduates, unduplicated Percent Retained * Based on Oklahoma Employment Security Commission records of employment between April 1, 2006 and June 30, 2007 ** Enrolled any semester during academic year 2006-2007 VII Qualification Profile by Institution: Qualification Profile for Fall 2008 Research-Public Institutions University Of Oklahoma University Of Oklahoma-HSC Oklahoma State University Oklahoma State University-COM Subtotal - Public Comps 4-Year-Public Institutions Cameron University East Central University Langston University Northeastern State University Northwestern Ok State Univ Ok Panhandle State Univ Rogers State University Southeastern Ok State Univ Southwestern Ok State Univ University of Central Ok U of Science and Arts of Ok Subtotal - Public 4-Yr 2-Year-Public Institutions Carl Albert State College Connors State College Eastern Ok State College Murray State College Northeastern Oklahoma A&M Northern Oklahoma College Oklahoma City Comm Coll OSU-OKC OSU-Okmulgee Redlands Community College Rose State College Seminole State College Tulsa Community College Western Ok State College Subtotal - Public 2-Yr Automatic Qualifiers 763 13 178 % of Automatic 56.39% 0.96% 13.16% 0.07% Institutional Nominees 279 292 Percent of IN's 34.74% 0.75% 36.36% 0.12% Total 1042 19 470 Percent of Total 49.38% 0.90% 22.27% 0.09% 955 70.58% 578 73.82% 1533 71.77% Automatic Qualifiers 2 0 0 % of Automatic 0.23% 0.15% 0.00% 0.15% 0.00% 0.00% 0.00% 0.00% 0.46% 0.23% 0.00% Institutional Nominees 13 18 19 13 10 15 27 23 11 Percent of IN's 1.62% 2.24% 0.00% 2.37% 1.62% 0.00% 1.25% 1.87% 3.36% 2.86% 1.37% Total 16 20 21 13 10 15 33 26 11 Percent of Total 0.76% 0.95% 0.00% 1.00% 0.62% 0.00% 0.47% 0.71% 1.56% 1.23% 0.52% 16 1.18% 149 19.03% 165 7.72% Automatic Qualifiers 0 0 1 0 0 % of Automatic 0.00% 0.00% 0.00% 0.00% 0.00% 0.08% 0.08% 0.00% 0.00% 0.00% 0.08% 0.00% 0.00% 0.00% Institutional Nominees 4 0 Percent of IN's 0.50% 0.00% 0.50% 0.12% 0.50% 0.25% 1.00% 0.00% 0.00% 0.62% 1.12% 0.62% 1.00% 0.50% Total 4 0 10 Percent of Total 0.19% 0.00% 0.19% 0.05% 0.19% 0.14% 0.43% 0.00% 0.00% 0.24% 0.47% 0.24% 0.38% 0.19% 0.22% 54 6.90% 57 2.67% Private/Ind Institutions University of Tulsa Oklahoma Baptist University Oklahoma Christian University Oklahoma City University Oral Roberts University Southwestern Christian Univ Southern Nazarene University Subtotal - Priv/Ind Totals Automatic Qualifiers 298 13 23 21 22 1 % of Automatic 22.80% 0.99% 1.76% 1.61% 1.68% 0.08% 0.08% Institutional Nominees 1 0 0 Percent of IN's 0.12% 0.12% 0.00% 0.00% 0.00% 0.00% 0.00% Total 299 14 23 21 22 1 Percent of Total 14.17% 0.66% 1.09% 1.00% 1.04% 0.05% 0.05% 379 28.01% 0.26% 381 17.84% 1353 100.00% 783 100.00% 2136 100.00% VIII Funding Profile by Institution: Funding Profile for Fall 2008 Research-Public Institutions University Of Oklahoma University Of Oklahoma-HSC Oklahoma State University Oklahoma State Univ.-COM Subtotal-Public Comps 4-Year-Public Institutions Cameron University East Central University Langston University Northeastern State University Northwestern Ok State Univ Ok Panhandle State Univ Rogers State University Southeastern Ok State Univ Southwestern Ok State Univ University of Central Ok U of Science and Arts of Ok Subtotal-Public 4-yr 2-Year-Public Institutions Carl Albert State College Connors State College Eastern Ok State College Murray State College Northeastern Oklahoma A&M Northern Oklahoma College Oklahoma City Comm Coll OSU-OKC OSU-Okmulgee Redlands Community College Rose State College Seminole State College Tulsa Community College Western Ok State College Subtotal-Public 2-yr Automatic Qualifiers $2,098,250 $35,750 $489,500 $2,750 % of Automatic 57.57% 0.98% 13.43% 0.08% Institutional Nominees $390,600 $8,400 $408,800 $1,400 % of IN 39.02% 0.84% 40.84% 0.14% Total $2,488,850 $44,150 $898,300 $4,150 Percent of Total 53.57% 0.95% 19.33% 0.09% $2,626,250 72.05% $809,200 80.83% $3,435,450 73.94% Automatic Qualifiers $6,000 $4,000 $0 $4,000 $0 $0 $0 $0 $12,000 $6,000 $0 % of Automatic 0.16% 0.11% 0.00% 0.11% 0.00% 0.00% 0.00% 0.00% 0.33% 0.16% 0.00% Institutional Nominees $13,000 $18,000 $0 $19,000 $13,000 $0 $10,000 $15,000 $27,000 $23,000 $11,000 % of IN 1.30% 1.80% 0.00% 1.90% 1.30% 0.00% 1.00% 1.50% 2.70% 2.30% 1.10% Total $19,000 $22,000 $0 $23,000 $13,000 $0 $10,000 $15,000 $39,000 $29,000 $11,000 Percent of Total 0.41% 0.47% 0.00% 0.50% 0.28% 0.00% 0.22% 0.32% 0.84% 0.62% 0.24% $32,000 0.88% $149,000 14.88% $181,000 3.90% Automatic Qualifiers $0 $0 $0 $0 $0 $1,750 $1,750 $0 $0 $0 $1,750 $0 $0 $0 % of Automatic 0.00% 0.00% 0.00% 0.00% 0.00% 0.05% 0.05% 0.00% 0.00% 0.00% 0.05% 0.00% 0.00% 0.00% Institutional Nominees $3,600 $0 $3,600 $900 $3,600 $1,800 $7,200 $0 $0 $4,500 $0 $4,500 $7,200 $3,600 % of IN 0.36% 0.00% 0.36% 0.09% 0.36% 0.18% 0.72% 0.00% 0.00% 0.45% 0.00% 0.45% 0.72% 0.36% Total $3,600 $0 $3,600 $900 $3,600 $3,550 $8,950 $0 $0 $4,500 $1,750 $4,500 $7,200 $3,600 $5,250 0.14% $40,500 4.05% $45,750 10 Percent of Total 0.08% 0.00% 0.08% 0.02% 0.08% 0.08% 0.19% 0.00% 0.00% 0.10% 0.04% 0.10% 0.15% 0.08% 0.98% Automatic Qualifiers $819,500 $26,000 $46,000 $42,000 $44,000 $2,000 $2,000 % of Automatic 22.48% 0.71% 1.26% 1.15% 1.21% 0.05% 0.05% Institutional Nominees $1,400 $1,000 $0 $0 $0 $0 $0 % of IN 0.14% 0.10% 0.00% 0.00% 0.00% 0.00% 0.00% Total $820,900 $27,000 $46,000 $42,000 $44,000 $2,000 $2,000 Percent of Total 17.67% 0.58% 0.99% 0.90% 0.95% 0.04% 0.04% Subtotal-Priv/Ind $981,500 26.93% $2,400 0.24% $983,900 21.18% Totals $3,645,000 100.00% $1,001,100 100.00% $4,646,100 100.00% Private/Ind Institutions University of Tulsa Oklahoma Baptist University Oklahoma Christian University Oklahoma City University Oral Roberts University Southwestern Christian Univ Southern Nazarene University 11 IX 2008-09 Financial Summary Fall 2008 Research-Public Institutions University Of Oklahoma University Of Oklahoma-HSC Oklahoma State University Oklahoma State Univ.-COM Subtotal - Public Comps Spring 2009 Scholars 1045 15 468 Amount 2,497,100 35,850 894,800 4,150 Scholars 1041 17 458 Amount 2,491,550 38,650 874,750 4,150 Scholars 30 14 Amount 39,225 15,200 Total 2008-09 5,027,875 74,500 1,784,750 8,300 1530 $3,431,900 1518 $3,409,100 44 $54,425 $6,895,425 Fall 2008 4-Year-Public Institutions Cameron University East Central University Langston University Northeastern State University Northwestern Ok State Univ Ok Panhandle State Univ Rogers State University Southeastern Ok State Univ Southwestern Ok State Univ University of Central Ok U of Science and Arts of Ok Subtotal - Public 4-Yr Spring 2009 Subtotal - Public 2-Yr Summer 2009 Scholars 16 19 20 13 10 16 33 26 11 Amount 18,000 21,000 22,000 13,000 10,000 16,000 39,000 29,000 11,000 Scholars 16 17 20 13 10 15 32 24 11 Amount 19,000 19,000 22,000 13,000 10,000 15,000 38,000 27,000 11,000 Scholars 0 0 0 0 Amount 0 0 0 0 2,000 1000 Total 2008-09 37,000 40,000 44,000 26,000 20,000 31,000 77,000 58,000 23,000 164 $179,000 158 $174,000 $3,000 $356,000 Fall 2008 2-Year-Public Institutions Carl Albert State College Connors State College Eastern Ok State College Murray State College Northeastern Oklahoma A&M Northern Oklahoma College Oklahoma City Comm Coll OSU-OKC OSU-Okmulgee Redlands Community College Rose State College Seminole State College Tulsa Community College Western Ok State College Summer 2009 Spring 2009 Summer 2009 Scholars 10 0 10 Amount 3,600 4,500 900 3,600 2,700 9,850 0 4,500 9,850 4,500 7,200 4,500 Scholars 4 0 10 Amount 3,600 2,700 900 3,600 3,550 8,950 0 4,500 9,850 4,500 8,950 3,600 Scholars 0 0 0 0 0 Amount 0 0 450 0 0 0 1750 Total 2008-09 7,200 7,200 1,800 7,650 6,250 18,800 0 9,000 19,700 9,000 17,900 8,100 60 $55,700 56 $54,700 $2,200 $112,600 12 Fall 2008 Private/Ind Institutions University of Tulsa Mid-America Christian Univ Oklahoma Baptist University Oklahoma Christian Univ Oklahoma City University Oral Roberts University Southwestern Christian Univ Southern Nazarene University Subtotal - Priv/Ind Totals Spring 2009 Summer 2009 Scholars 299 14 23 21 22 1 Amount 820,900 900 27,000 46,000 42,000 44,000 2,000 2,000 Scholars 297 14 21 20 21 Amount 818,150 27,000 42,000 40,000 42,000 2,000 Scholars 0 0 0 0 Amount 0 0 0 0 Total 2008-09 1,639,050 900 54,000 88,000 82,000 86,000 2,000 4,000 382 $984,800 374 $971,150 $0 $1,955,950 2136 $4,651,400 2106 $4,608,950 52 $59,625 $9,319,975 13 X 25 Percent Non-Resident Participation Limit Ô The statutes governing the Academic Scholars Program (Title 70, Section 2404) limit nonresident student participation to 25% of awards or funding Ô During the 2008-09 academic year, to keep the program in compliance with the statutory limits, institutions exceeding 25% nonresident participation were required to refund program funds Ô Six institutions (The University of Tulsa, Oral Roberts University, Oklahoma Christian University, Oklahoma City University, University of Oklahoma, and Northwestern Oklahoma State University) were required to make refunds to the program totaling $990,800 Inst Refund Adjusted for Total Program 25% Limit Institution TU ($430,562) ORU ($15,357) OC ($13,485) OCU ($8,615) OU ($521,658) NWOSU ($1,124) TOTAL ($990,800) 14