Families may choose to save for college or elementary and secondary education expenses using tax-advantaged qualified tuition programs (QTPs), also known as 529 plans. This report provides an overview of the mechanics of 529 plans and examines the specific tax advantages of these plans. Specifically, this report is structured to first compare…

In the context of threats to their financial sustainability, this paper uses Resource Dependency Theory to explore the challenges being faced by a sample of 10 small new public universities in England. It discusses the responses being taken and prospects for the future in this segment of the sector. It concludes that some of the most important…

Under Utah House Bill 144, some unauthorized immigrant (UI) students who attend a Utah high school are exempt from paying the non-resident cost of tuition at Utah higher education institutions. This analysis examines awards earned by undergraduates who were eligible for the HB144 waiver: UI students who attended high school in Utah. Completion…

Changing student demographics, COVID-19 ramifications, and political pressures all underscore the need for organizational change sooner rather than later. While higher education has successfully resolved a number of challenges, it continues to be stymied by areas where needed change has not materialized. Even after repeated efforts, these changes…

This brief presents the results of a fiscal analysis of the Iowa Education Savings Account Program. The Iowa Education Savings Account Program offers eligible parents the opportunity to receive their children's per-pupil state funding directly into a parent-controlled education savings account (ESA), a fund earmarked for educational expenses. This…

Meeting today's prospective college students where they are is key to staying ahead of current enrollment challenges. Understanding which messages resonate with which students and at certain parts of the enrollment funnel helps to ensure institutions are getting the right message, to the right student, at the right time in their journey. By…

Historically, private education has been an option mostly for families who could afford the cost or received financial help. Years of research have shown that many families would choose private schools and other educational resources for their children if they did not face insurmountable financial or geographical limitations. Private educational…

This study determined the optimal tuition subsidy necessary to increase two- and four-year college graduation in Texas. The study also estimated the per pupil and total cost of potential subsidies, and compared how they might affect college graduation rates. The goal of this exercise was to provide guidance on how the state could achieve the Texas…

This brief presents the results of a fiscal analysis of the New Hampshire Education Freedom Account Program. The Education Freedom Account Program enables students from low- and middle-income households to access education savings accounts (ESAs) designated for various educational purposes such as private school tuition, tutoring, textbooks,…

Since 2011, the Alaska Performance Scholarship (APS) has awarded Alaska students who excel in high school with more than $100 million in scholarships to help cover the cost of in-state postsecondary education. This report covers: (1) APS Eligibility & Use; (2) High School Outcomes; (3) Postsecondary Outcomes; and (4) Alaska Residency and…

This case study is designed for graduate students interested in higher education finances. It presents the challenges that higher education is facing regarding financial exigency elements that have led to responses with a primary focus on mergers. This financial exigency process has also caused increased legal considerations in higher education…

This report outlines key data elements related to the Western Undergraduate Exchange (WUE), Western Regional Graduate Program (WRGP), and Professional Student Exchange Program (PSEP) for the 2022-23 academic year and is a core resource for policymakers, institutional leaders, counselors and other stakeholders across the region. This report…

In the past three years, more than 20 states have enacted new education choice policies or expanded existing ones. Several more states are considering adopting policies that would allow parents to choose the learning environments that align with their values and work best for their children. However, some critics have raised concerns that school…

CUPA-HR's survey of benefits for higher education employees has been conducted since 2003. Prior to 2020-21, data were collected on healthcare benefits in odd years and non-healthcare benefits in even years. This year, we collected data on all benefits: healthcare benefits, including healthcare plans and wellness programs; and non-healthcare…

The United States cannot meet its higher education goals without changing the way it funds public colleges and universities. Current funding models do not sufficiently advance fully scaled improvements. Instead, today's models create unfunded mandates: Colleges are required to increase completion rates, but they do not receive essential funding…