me & ct - cher€¦ · me & ct •master’s in ed psych from uconn (a very long time ago)...
TRANSCRIPT
7/17/2019
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School Finance Myths and Realities -The State of School Funding Across the States and Why it Matters
Me & CT• Master’s in Ed Psych from UCONN
(a very long time ago) Spent most of my time touring
w/UCONN Jazz Ensemble
• In first course of my doctoral program (before I knew I was even in a doctoral program), wrote my first paper on CT School Finance (1990s)
• Frequently conspire with UCONN Professor Preston Green
• Testified in CCJEF v. Rell on behalf of plaintiff districts
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Themes (from the book)• Money matters!
• Money translates primarily to human resources Trade-off between quantity and wage There are no magical substitutes Tech-based solutions? Public district, charter and private schools allocate resources largely the same! Running multiple systems in a common space induces inefficiency
• School spending has not grown out of control for decades! During bad times, school spending stagnates or even declines But during good times, at least in recent cycles, spending doesn’t rebound
• School spending varies substantially across states! For a variety of reasons Some states have really thrown public schooling under the bus
Core Principles1. Proper funding is a necessary condition for educational
success: Competitive educational outcomes require adequate resources, and improving educational outcomes requires additional resources.
2. The cost of providing a given level of educational quality varies by context: Equal educational opportunity requires progressive distribution of resources, targeted at students and schools that need them most.
3. The adequacy and fairness of education funding are largely a result of legislative policy choices: Good school finance policy can improve student outcomes, whereas bad policy can hinder those outcomes.
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Core concepts• Equity of Nominal (Dollar) Inputs And neutrality with respect to local wealth
• Equity of “Real Resources” Requires adjusting dollar inputs for the price of
comparable resources (competitive wages)
• Equal Opportunity (to achieve a given outcome level) Requires considering that certain children under certain
circumstances require more resources than do others to achieve common outcomes
• Equal Opportunity to Achieve Adequate Outcomes Sets a specific outcome bar to equal opportunity
Money matters myths!• Clouds of doubt
Weak correlation between spending and outcomes? More thorough statistical analysis finds otherwise!
• The Long Term Trend Spending has doubled and performance is flat?
But a) spending hasn’t doubled and b) performance isn’t flat!
AND, more thorough statistical analysis finds otherwise!
• International Comparisons We spend more than any other nation (in the world, ever!) and get little, by comparison, in return?
Just no!
Spending figures most frequently cited simply not comparable (do not cover comparable range of costs/services)
Numerous other relevant factors invariably left out of comparisons.
• How money is spent matters more than how much? But, if you don’t have it, you can’t spend it!
(assumes flexibility in trade-offs between staffing quality/quantity)
LAUSD Class Size / Teacher Wage problem
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The “Long Term Trend”The specious claim that school spending has risen dramatically over time coinciding with virtually no change in student outcomes
THE GRAPH!
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https://www.educationnext.org/could-disappointing-2017-naep-scores-due-to-great-recession/
What the research actually tells us
• Recent national school finance studies (Jackson et al., Lafortune & Rothstein, Candelaria& Shores) Substantial and sustained state school finance reforms have led to improved short term and
long term student outcomes The funding increases which led to improved student outcomes generally led to a) smaller
class sizes and b) more competitive teacher wages Studies of recession era cuts are revealing short run declines in student outcomes
• State specific school finance reform studies (MI, MA, KS, VT, CA) Several state specific longitudinal studies have revealed positive effects of increased funding
on student outcomes, from test scores to graduation rates
• Resources that matter for student outcomes cost money Smaller class sizes matter More competitive teacher compensation matters High Quality pre-school programs matter
• Recent overview from Matt Barnum: https://chalkbeat.org/posts/us/2018/12/17/does-money-matter-education-schools-research/
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ACTUAL Long Term National Trends & Cycles
$5,3
32
$5,2
29
$5,4
17
$5,5
95
$5,6
83
$6,0
66
$6,3
83
$6,7
56
$7,2
15
$7,5
42
$7,8
61
$8,1
28
$8,5
14
$8,9
48
$9,4
51
$10,
043
$10,
277
$10,
381
$10,
384
$10,
398
$10,
493
$10,
787
$11,
159
$11,
523
$11,
960
$6,7
48
$6,5
29
$6,5
07
$6,3
88
$6,4
71
$6,5
81
$6,6
00
$6,6
16
$6,7
99
$6,7
38
$6,8
39
$6,8
31
$6,9
52
$7,0
38
$7,1
90
$7,3
49
$7,3
63
$7,2
90
$7,1
76
$7,1
03
$7,0
59
$7,1
35
$7,0
01
$7,0
47
$7,1
46
$2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017
Per
Pu
pil
Sp
end
ing
Year
Nominal and Adjusted Per Pupil Spending
Nominal Adjusted for Labor Costs
Recession (but housing/ property values continue to grow)
RecessionTech Boom Recovery?Recession
Note: *Education Comparable Wage Index (http://bush.tamu.edu/research/faculty/Taylor_CWI/)Source: Baker et al., School Funding Fairness Data System.
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4.34
%4.
14%
4.03
%4.
03%
3.89
%3.
82%
3.82
%3.
70%
3.77
% 3.91
%3.
98%
3.98
%4.
02%
4.13
% 4.30
%4.
21%
4.26
%4.
16%
4.21
%4.
19%
4.15
%4.
18%
4.25
%4.
22% 4.36
%4.
49%
4.52
%4.
51%
4.47
%4.
42%
4.46
%4.
55%
4.80
%4.
57%
4.25
%4.
04%
4.01
%3.
92%
3.88
%3.
88%
3.00%
3.20%
3.40%
3.60%
3.80%
4.00%
4.20%
4.40%
4.60%
4.80%
5.00%
1977 1982 1987 1992 1997 2002 2007 2012
Sh
are
of P
erso
nal
In
com
e
Year
Direct Expenditure on Education as a Percent of Personal Income(E027) Elem Educ-Direct Exp
Suggested Citation: State & Local Government Finance Data Query System. http://www.taxpolicycenter.org/slf-dqs/pages.cfm. The Urban Institute-Brookings Institution Tax Policy Center. Data from U.S. Census Bureau, Annual Survey of State and Local Government Finances, Government Finances, Volume 4, and Census of Governments (Years). Date of Access: (05-Jul-19 08:37 PM)
5.73 5.75 5.
78
5.74
5.88
6.03
6.17 6.19
6.30
6.30
6.25
6.24
6.37 6.
40
6.34
6.49
6.42
6.25
6.24
6.23
6.24 6.
26 6.29
6.29
5.6
5.7
5.8
5.9
6
6.1
6.2
6.3
6.4
6.5
6.6
1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017
Tea
cher
s pe
r 10
0 P
upi
ls
Year
Teachers per 100 Pupils
Recession (but housing/ property values continue to grow)
Recession
Tech Boom
Recovery?
www.schoolfinancedata.org
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78.6%
77.9% 79.0%
79.6% 80.6%
83.1% 84.1%
82.4% 83.3%
84.6%
82.0%
82.6%
82.4%
82.6%
83.9%
88.5%
87.2%
86.9%
85.4%
80.9%
78.8%
78.1%
76.3%
76.5% 77.4% 78.3%
76.4%
75.9% 77.0%
77.2%
78.5%
80.1%
78.8%
78.4%
78.1%
77.2%
77.2%
74.0%
76.0%
78.0%
80.0%
82.0%
84.0%
86.0%
88.0%
90.0%
1979 1984 1989 1994 1999 2004 2009 2014
Teacher wages as % of all college graduate wages
Year
RATIO OF TEACHER WEEKLY WAGES TO COLLEGE‐EDUCATED NONTEACHER WEEKLY WAGES
Notes: "College graduates" excludes public school teachers, and "all workers" includes everyone (including public school teachers and college graduates). Wages are adjusted to 2015 dollars using the CPI‐U‐RS. Data are for workers aged 18–64 with positive wages (excluding self‐employed workers). Nonimputed data are not available for 1994 and 1995; data points for these years have been extrapolated and are represented by dotted lines (see Appendix A for more detail).
Recession (but housing/ property values continue to grow)
RecessionTech Boom
Recovery?
66.0%
66.1%
66.5%
66.1%
66.2%
66.2%
66.4%
66.3%
65.9%
65.8%
65.0%
64.0%
63.1%
62.3%
62.1%
61.5%
62.0%
61.8%
61.0%
60.6%
60.4%
59.7%
59.1%
15.0%
15.4%
15.7%
15.9%
17.6%
17.2%
16.8%
16.9%
17.0%
17.1%
17.8%
18.6%
19.3%
19.6%
20.0%
20.4%
21.1%
20.8%
21.2%
21.5%
21.7%
22.1%
22.6%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015
% of Curren
t Sp
ending
Year
Long‐term trends on salaries and benefits as percentage of current spending
Salaries & Wages Benefits Combined % Current Spending
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80%
85%
90%
95%
100%
105%
110%
115%
1990 1995 2000 2005 2010 2015
% DIFFERNCE OVER
PRIOR YEA
R
YEAR
VOLATILITY OF TAX REVENUES BY SOURCE
Property tax Sales tax Income tax
Sources: State and Local Government Finance Data Query System, The Urban Institute–Brookings Institution Tax Policy Center, http://www.taxpolicycenter.org/slf-dqs/pages.cfm; US Census Bureau, Annual Survey of State and Local Government Finances, Government Finances, Vol. 4, and Census of Governments (1990–2014)
Recession (but housing/ property values continue to grow)
Recession
Tech Boom
Recovery?
Interstate Variation
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Evaluating School Finance SystemsEffort: All else being equal, more effort is better, particularly for states with less capacity. Conversely, however, states with larger economies may not require as much effort as states with smaller economies.
Adequacy: In light of widespread agreement that educational outcomes in the U.S. must improve, we assert, as a general principle, that allocating more resources to schools is better. However, states should also provide resources to schools that are commensurate with achieving common outcomes or improvement toward those outcomes.
Progressivity: States’ allocation of resources should be progressive -–i.e., districts serving more high-needs students should receive more revenue. The optimal degree of progressivity, however, might depend on factors such as the amount of inequality of education outcomes (for example, states with large achievement gaps might allocate resources more progressively)
Dude, look at that scatterplot!Love this stuff!
He’s at it again Jazzman!
You’re telling me? Glad I’m done with
that Ph.D!
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
7.00%
Arizona
Florida
Haw
aii
Idah
o
Tennessee
North Carolin
a
Nevada
Colorado
Marylan
d
California
South Dakota
Massachusetts
Indiana
Oklah
oma
Virginia
Washington
Utah
Orego
n
Connecticut
Michigan
New Ham
pshire
Missouri
Illinois
Alabam
a
Wisconsin
Louisiana
Montana
Maine
Ken
tucky
Kan
sas
Texas
Minnesota
Delaware
Mississippi
Arkan
sas
Pen
nsylvan
ia
Geo
rgia
South Carolin
a
Ohio
Rhode Island
New M
exico
Iowa
West Virginia
North Dakota
Nebraska
New Jersey
Vermont
New York
Alaska
Wyo
ming
Fiscal Effort 2016
Share of GSP Share of Income
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0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Arizona
Oklah
oma
Colorado
Geo
rgia
Kan
sas
Washington
New Ham
pshire
North Carolin
a
Texas
Virginia
District of Columbia
Utah
Missouri
Orego
n
Alabam
a
Indiana
South Carolin
a
Minnesota
Tennessee
Louisiana
Ken
tucky
Arkan
sas
Connecticut
Wisconsin
Delaware
Illinois
Nebraska
New M
exico
Marylan
d
Mississippi
Michigan
Nevada
Massachusetts
Florida
California
Ohio
West Virginia
Idah
o
Alaska
Maine
South Dakota
Iowa
North Dakota
Vermont
Haw
aii
New Jersey
New York
Wyo
ming
Pen
nsylvan
ia
Montana
Rhode Island
Teacher Wage Competitiveness
Age 25 Age 35 Age 55
AL
AK
AZ
ARCACO
CT
DE
FL
GA
HI
ID
IL
INIA
KS
KY
LA
MEMD
MA
MI
MN
MS
MOMT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PARI
SC
SDTN
TX
UT
VT
VAWAWV
WI
WY
R² = 0.4189
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
$20,000
$30,000 $35,000 $40,000 $45,000 $50,000 $55,000 $60,000 $65,000 $70,000
State & lo
cal reven
ue per pupil*
State GDP per capita
State GDP and revenue
Note: *Per-pupil revenue projected for districts with more than 2,000 pupils, average population density, average labor costs, and 20% of children in poverty.Source: Baker et al., School Funding Fairness Data System
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AL
AK
AZ
ARCACO
CT
DE
FL
GA
HI
ID
IL
INIA
KS
KY
LA
MEMD
MA
MI
MN
MS
MOMT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PARI
SC
SDTN
TX
UT
VT
VAWA WV
WI
WY
R² = 0.3343
$6,000
$8,000
$10,000
$12,000
$14,000
$16,000
$18,000
$20,000
2.50% 3.00% 3.50% 4.00% 4.50% 5.00% 5.50%
State & lo
cal reven
ue per pupil*
Effort ratio
Fiscal effort and revenue
Note: *Per‐pupil revenue projected for districts with more than 2,000 pupils, average population density, average labor costs, and 20% of children in poverty.
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FLGA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MOMT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PARISC
SD
TNTX
UT
VT
VA
WA
WV
WI
WY
R² = 0.3935
4
5
6
7
8
9
10
$5,000 $7,000 $9,000 $11,000 $13,000 $15,000 $17,000 $19,000 $21,000
Teachers per 100 pupils**
Current spending per pupil*
Spending and staffing ratios
Notes: *Current spending per pupil projected for districts with more than 2,000 pupils, average population density, average labor costs, and 20% of children in poverty. **Teachers per 100 pupils projected for districts with more than 2,000 pupils, averagepopulation density, average labor costs, and 20% of children in poverty.Source: Baker et al., School Funding Fairness Data System
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AL
AK
AZ
ARCA
CO
CTDE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MAMI MNMS
MO
MT
NE
NV
NH
NJ
NM
NY
NC ND
OH
OK
OR
PA
RI
SC
SD
TNTXUT
VT
VA
WAWV
WI
WY
R² = 0.317
60%
65%
70%
75%
80%
85%
90%
95%
100%
$5,000 $7,000 $9,000 $11,000 $13,000 $15,000 $17,000 $19,000 $21,000
Teacher salary parity (age 45)**
Current spending per pupil*
Spending and teacher salary competitiveness
Notes: *Teacher wage as % of non-teacher wage at same age, degree level, hours per week & weeks per yearSource: Baker et al., School Funding Fairness Data System
National Education Cost ModelMeasuring State Funding Against an Outcome Goal
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Inefficiency
Spending
CostMeasured Student
Outcomes
Student Population
Input PricesStructural/Geographic Constraints
Efficiency Controls:
Fiscal capacity, competition, &
public monitoring
Inefficiency
Spending
CostMeasured Student
Outcomes
Student PopulationInput Prices
Structural/Geographic Constraints
Efficiency Controls:
Fiscal capacity, competition, &
public monitoring
Economies of Scale (Size)Population Sparsity
Regional Wage Variations
Social ContextPoverty (Concentration & Density)
Individual NeedLanguage ProficiencyDisability
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Current spending (2013-2015) as % of “cost” of achieving national average outcomes (red = lower, green =
higher)
Current outcomes (2013-2015) with
respect to national average outcomes
(red = lower, blue = higher)
AL
AZAR
CA
CO
CT
DEFL
GA
ID IL
INIAKS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MTNE
NV
NH
NJ
NM
NY
NC
NDOH
OK
OR
PA RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WIWY
‐0.06
‐0.04
‐0.02
0.00
0.02
0.04
0.06
0.08
‐$8,000 ‐$6,000 ‐$4,000 ‐$2,000 $0 $2,000 $4,000 $6,000 $8,000 $10,000 $12,000
Outcome Gap
Spending Gap
Funding and outcomes relative to national average (middle‐poverty quintile)
Source: Data from Baker et al., The Real Shame of the Nation
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Focus on Connecticut & Massachusetts!
Districts (and kids) that never got a chance!
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“Relative” Funding Matters
2017 Census Fiscal Surveystate_district Enrollment Poverty Ratio Revenue Ratio Screwedness Index
Connecticut,_NEW BRITAIN SCHOOL DISTRICT 10065 241.6% 72.2% 3.34
Massachusetts,_Lowell 14567 266.5% 83.0% 3.21
Pennsylvania,_Reading SD 17482 226.1% 75.2% 3.01
Connecticut,_BRIDGEPORT SCHOOL DISTRICT 21040 251.6% 83.8% 3.00
New York,_BRENTWOOD UNION FREE SCHOOL DISTRICT 20013 198.8% 69.0% 2.88
California,_Franklin‐McKinley Elementary 10735 219.5% 76.2% 2.88
Pennsylvania,_Allentown City SD 16611 226.5% 81.1% 2.79
Michigan,_Lansing Public School District 10999 241.5% 86.6% 2.79
Tennessee,_Shelby County 111403 234.5% 84.3% 2.78
Arizona,_Alhambra Elementary District 13102 222.8% 80.2% 2.78
Illinois,_Waukegan CUSD 60 16591 201.7% 73.4% 2.75
Arizona,_Cartwright Elementary District 17940 201.4% 77.6% 2.59
Wisconsin,_Kenosha School District 21825 156.2% 61.9% 2.52
Missouri,_ST. LOUIS CITY 28270 223.0% 89.7% 2.49
California,_Alum Rock Union Elementary 11624 213.7% 86.3% 2.48
South Carolina,_Sumter 01 17136 212.3% 88.3% 2.41
Arizona,_Glendale Elementary District 13144 184.6% 77.5% 2.38
New Jersey,_Paterson Public School District 28899 173.7% 73.9% 2.35
New Hampshire,_Manchester School District 14219 188.6% 80.5% 2.34
New Jersey,_Elizabeth Public Schools 27954 198.3% 85.6% 2.32
Michigan,_Dearborn City School District 20674 193.6% 84.1% 2.30
Connecticut,_WATERBURY SCHOOL DISTRICT 18907 178.9% 78.2% 2.29
New York,_UTICA CITY SCHOOL DISTRICT 10311 186.1% 83.3% 2.23
Michigan,_Warren Consolidated Schools 14355 191.0% 86.7% 2.20
Connecticut,_DANBURY SCHOOL DISTRICT 11351 146.1% 67.9% 2.15
So, how is it, that a state that…
a) is wealthy enough to put up relatively little effort, and
b) still achieve relatively high average spending, and
c) have outcomes that compare favorably with the top nations in the world,
…can still have some of the most “screwed” public school districts in the nation?
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Why some districts are more “screwed” than others
Racial DisparitiesDoes Race Still Matter in State School Finance Systems?
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-0.100
-0.080
-0.060
-0.040
-0.020
0.000
0.020
0.040
0.060
0.080
0.100
Ratio of district pct. in poverty, 5-17 to labor market
Pct. Hispanic Pct. Black, not Hispanic
Reg
ress
ion
Coe
ffic
ien
t
Difference in Dollars per Pupil Relative to a) Labor Market Mean, or
b) Predicted Cost of National Mean OutcomesNational (Controlling for Grade Range Distribution) 2014-2016
State & Local Revenue Current Spending Spending Relative to "Adequacy"
All else equal, districts with greater Latinx enrollment shares have lower relative
revenue per pupil
-0.0
08
0.09
1***
0.12
8***
-0.0
71**
*
0.16
1***
-0.0
06
-0.0
10
-0.1
15**
*
-0.2
31**
*
-0.2
73**
*
-0.4
77**
*
-0.4
43**
*
-0.2
91**
*
-0.2
09**
*
-0.1
37**
*
-0.1
89**
*
0.30
6***
0.01
4
-0.1
30*
-0.1
03**
*
0.02
8
0.19
7***
0.20
7***
0.09
0***
-0.800
-0.600
-0.400
-0.200
0.000
0.200
0.400
0.600
0.800
Reg
ress
ion
Coe
ffic
ien
t
Difference in Dollars per Pupil Relative to Labor Market Mean
Ratio of district pct. in poverty, 5-17 to labor market Pct. Hispanic Pct. Black, not Hispanic
A handful of states have especially pronounced disparities in revenue in relation to Latinx population shares
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-2.8
14**
*
-1.5
64**
*
-2.0
97**
*
-2.4
94**
*
-2.4
28**
*
-4.4
26**
*
-5.8
96**
*
-3.6
32**
*
-1.2
17**
*
-0.3
77**
*
-0.1
49**
*
-0.7
61**
*
-0.3
75**
*
0.18
2***
-0.0
68
0.02
0
0.35
1***
0.08
0
-0.3
73**
*
-0.1
42**
*
0.12
1**
0.51
9***
0.78
3***
0.56
9***
-7.00
-6.00
-5.00
-4.00
-3.00
-2.00
-1.00
0.00
1.00
2.00
Reg
ress
ion
Coe
ffic
ien
tDifference in Spending Relative to Cost of National Average
Outcomes
Adjusted Poverty % Hispanic % Black
Relative Revenue Spending Relative to “adequacy” goal (national mean)
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Connecticut
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25
$8,8
03
$8,6
61 $8,9
34
$8,6
83 $9,0
23
$8,8
68
$8,9
35
$8,6
38
$8,7
35
$8,6
57
$8,6
03
$8,6
69
$8,8
68 $9,2
88
$9,4
67
$9,7
04 $10,
085
$10,
102
$10,
148
$10,
191
$10,
163
$10,
616
$10,
306
$10,
288
$10,
345
$6,000
$7,000
$8,000
$9,000
$10,000
$11,000
$12,000
1993 1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017
Cos
t A
dju
sted
per
Pu
pil S
pen
din
g
Year
Current Spending per Pupil (Adjusted for Competitive Wages) for Connecticut School Districts by Poverty Quintile
1-Lowest
2-Low
3-Middle
4-High
5-Highest
Average
The highest poverty districts went from first, to last in
funding over the past decade.
The highest poverty districts are heavily dependent on
state aid.
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In low poverty districts, local support continues to climb
steadily.
Over the past 20 years, Connecticut school
spending has gone from progressive to regressive (and is now at its most regressive point ever!)
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Spending Equal Opportunity* & Outcome Index O
utc
ome
Inde
x
National Mean
Cost of achieving national mean
-4.0%
-2.0%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
Connecticut Massachusetts New Jersey Connecticut Massachusetts New Jersey
Total State & Local Personal Income
Sh
are
of F
amil
y In
com
e
State
Taxes as a Share of Family Income for Non-Elderly Taxpayers
Lowest 20% Second 20% Middle 20% Fourth 20% Next 15% Next 4% Top 1%
https://itep.org/whopays/
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A Devastating RulingCCJEF v Rell 2018
2018 Ruling (CCJEF v. Rell)Applying the Campaign I criteria that Justice Palmer had adopted,[13] the trial court specifically found that (1) "[t]he plaintiffs [have not] proved by a preponderance of the evidence, or beyond a reasonable doubt, that the state's schools lack enough light, space, heat, and air to permit children to learn," (2) "the plaintiffs have not proved by a preponderance, and certainly not beyond a reasonable doubt, that there is a systemic problem that should spark a constitutional crisis and an order to spend more on [desks, chairs, pencils and reasonably current textbooks]," and (3) "the plaintiffs have plainly not met their burden to show beyond a reasonable doubt that Connecticut lacks minimally adequate teaching and curricula, nor have they proved it by a preponderance of the evidence."[14] Accordingly, the court held that the Campaign I criteria were satisfied.
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2018 Ruling (CCJEF v. Rell)The trial court then concluded, however, that, notwithstanding its conclusion that the state had satisfied the Campaign I criteria set forth in Justice Palmer's controlling opinion, the state's educational system would not satisfy the requirements of article eighth, § 1, unless the state "deploy[ed] in its schools resources and standards that are rationally, substantially and verifiably connected to teaching children." The trial court apparently derived this standard from Justice Palmer's statements that the state's educational programs and policies would be unconstitutional if they were "so lacking as to be unreasonable by any fair or objective standard"; Connecticut Coalition for Justice in Education Funding, Inc. v. Rell, supra, 295 Conn. at 321, 990 A.2d 206 (Palmer, J.,concurring in the judgment); and that the state must operate "within the limits of rationality." (Internal quotation marks omitted.) Id., at 336, 990 A.2d 206 (Palmer, J.,concurring in the judgment). The trial court reasoned that this rationality standard could not be the same as the low "[r]ational basis" standard for determining the constitutionality of legislative acts; State v. Long, 268 Conn. 508, 535, 847 A.2d 862
2018 Ruling (CCJEF v. Rell) We conclude that all of the plaintiffs have standing. We also conclude that the trial court properly held that the plaintiffs failed to establish that the state's schools do not satisfy the Campaign I criteria, which is the controlling constitutional standard under Justice Palmer's concurring opinion in Connecticut Coalition for Justice in Education Funding, Inc. We agree with the defendants, however, that the trial court went on to improperly apply a constitutional standard of its own devising after concluding that the state's schools satisfied the controlling Campaign I criteria. Finally, based on the factual findings of the trial court, we conclude that the trial court properly determined that the plaintiffs failed to establish that the educational system in this state violates the equal protection provisions of the state constitution by failing to ensure that the poorer school districts had funding that is substantially equal to the wealthier school districts.
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The Road Ahead
Thoughts for CT School Finance• The state of school funding in CT
Average spending in Connecticut is relatively high Select districts are left out (more so than in most other states!) Districts serving predominantly Latinx populations are especially disadvantaged Even the magnet funding advantage for Hartford and New Haven has faded in recent
years
• The school funding formula needs a significant overhaul Recalibration to base figure associated with cost of achieving current desired outcome
goals More aggressive need-based targeting (derived by approach similar to ongoing Vermont
weighting study) Consideration of hard minimum local contributions to counteract disparities resulting
from “fiscal dependence” model
• How the courts blew it in CT Lower court ruling went off the rails, developed and applied its own legal standard and
going on numerous tangents High court just didn’t know what to do with that, except to merely overturn lower court
ruling because it developed and applied a standard not accepted in prior CT case law.
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Clouds of Doubt!2-Dimensional Social Science?
Money
Tes
t S
core
s
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AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL GA HI
ID
IL
IN
IA
KSKY
LA
ME
MD
MA
MIMN
MS
MO
MT
NE
NV
NH
NJ
NM
NYNC
ND
OH
OK
OR
PARISC
SD
TN
TX
UT
VTVAWAWV
WIWY
y = -0.0098x + 1706.6R² = 0.0598
1200
1300
1400
1500
1600
1700
1800
1900
5000 7000 9000 11000 13000 15000 17000 19000 21000 23000
Raw
SA
T s
core
s
Current spending per pupil
Figure 3.2The more a state spends on schools, the worse its students’ SAT
scores are
AL
AK
AZ
AR
CA
CO
CT
DE
DC
FLGA HI
ID
IL
IN
IAKSKY
LA
ME
MD
MA
MIMN
MS
MO
MT
NE
NV
NHNJ
NM
NYNC
ND
OHOK
OR
PARISC
SD
TN
TX
UT
VTVAWA WV
WIWY
y = -0.0058x + 1636.8R² = 0.0069
1200
1300
1400
1500
1600
1700
1800
1900
4000 5000 6000 7000 8000 9000 10000 11000 12000 13000 14000
Raw
SA
T s
core
s
Regionally cost-adjusted per-pupil spending
Figure 3.3After cost-of-living adjustments, education spending shows no
correlation to SAT scores
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AL
AK
AZ
AR
CA
CO
CT
DE
DC
FL GAHI
ID
IL
IN
IAKSKY
LA
ME
MD
MA
MIMN
MS
MO
MT
NE
NV
NH
NJ
NM
NYNC
ND
OH
OK
OR
PARISC
SD
TN
TX
UT
VT VAWAWV
WIWY
y = -368.67x + 1742.1R² = 0.8313
1200
1300
1400
1500
1600
1700
1800
1900
0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1
Raw
SA
T s
core
s
Participation rate
Figure 3.4Participation rates and average SAT scores
International Comparisons?
https://t.co/p4dgJR48zC
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AUS
AUT
BEL
CHL
CZEDNK
EST
FIN
FRA
DEU
GRC
HUN
ISL
ITA
KOR
LUX
NLD
POL
PRT
SVK
SVN
ESP
TUR
USA OECD average
EU21 average
10
15
20
25
30
35
40% 50% 60% 70% 80% 90% 100% 110% 120% 130% 140%
Cla
ss S
ize
(Pri
ma
ry)
Relative Wage 24 to 64 (Primary)
Class Size (Primary)
OECD (2014), Education at a Glance 2014: OECD Indicators, OECD Publishing. http://dx.doi.org/10.1787/eag-2014-en Table D2.1. Average class size, by type of institution and level of education (2012) & Table D3.2. Teachers' salaries relative to earnings for full-time, full-year workers with tertiary education (2012)
Low Wage/Large Class High Wage/Large Class
High Wage/Small ClassLow Wage/Small Class
AUS
AUT
CHL
CZE DNK
EST
FIN
FRADEU
GRCHUN
ISL
ITA
KOR
LUX
POL PRT
SVK SVN
ESP
TUR
USA
OECD average
EU21 average
10
15
20
25
30
35
40% 50% 60% 70% 80% 90% 100% 110% 120% 130% 140%
Cla
ss S
ize
(Lo
wer
Sec
on
da
ry)
Relative Wage 24 to 64 (Lower Secondary)
Class Size (Lower Secondary)
OECD (2014), Education at a Glance 2014: OECD Indicators, OECD Publishing. http://dx.doi.org/10.1787/eag-2014-en Table D2.1. Average class size, by type of institution and level of education (2012) & Table D3.2. Teachers' salaries relative to earnings for full-time, full-year workers with tertiary education (2012)
Low Wage/Large ClassHigh Wage/Large Class
High Wage/Small ClassLow Wage/Small Class
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Linking Spending Disparities & Real Resources From 10 year old work (and blog post)
https://schoolfinance101.wordpress.com/2011/08/01/inexcusable-inequalities-this-is-not-the-post-funding-equity-era/
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CCJEF Testimony
Source: Page 71, Baker & Bifulco (Oct, 2011)
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Source: Page 73, Baker & Bifulco (Oct, 2011)
Source: Page 73, Baker & Bifulco (Oct, 2011)
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Source: Page 77, Baker & Bifulco (Oct, 2011)
Source: Page 17, Baker Update (March, 2014)
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Source: Page 18, Baker Update (March, 2014)
Source: Page 19, Baker Update (March, 2014)
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Source: Page 79-81, Baker & Bifulco (Oct, 2011)
Source: Page 82, Baker & Bifulco (Oct, 2011)
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Source: Page 21, Baker Update (March, 2014)
Source: Page 22, Baker Update (March, 2014)