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Equity and Adequacy in Education Finance

Equity and Adequacy in Education Finance
Author: National Research Council
Publisher: National Academies Press
Total Pages: 328
Release: 1999-02-12
Genre: Education
ISBN: 0309173957

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Spending on K-12 education across the United States and across local school districts has long been characterized by great disparitiesâ€"disparities that reflect differences in property wealth and tax rates. For more than a quarter-century, reformers have attempted to reduce these differences through court challenges and legislative action. As part of a broad study of education finance, the committee commissioned eight papers examining the history and consequences of school finance reform undertaken in the name of equity and adequacy. This thought-provoking, timely collection of papers explores such topics as: What do the terms "equity" and "adequacy" in school finance really mean? How are these terms relevant to the politics and litigation of school finance reform? What is the impact of court-ordered school finance reform on spending disparities? How do school districts use money from finance reform? What policy options are available to states facing new challenges from court decisions mandating adequacy in school finance? When measuring adequacy, how do you consider differences in student needs and regional costs?


School Money Trials

School Money Trials
Author: Martin R. West
Publisher: Rowman & Littlefield
Total Pages: 386
Release: 2007-08-29
Genre: Education
ISBN: 0815770324

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"Adequacy lawsuits" have emerged as an alternative strategy in pursuit of improved public education in America. Plaintiffs allege insufficient resources to provide students with the quality of education promised in their state's constitution, hoping the courts will step in and order the state to increase its level of aid. Since 1980, 45 of the 50 states have faced such suits. How pervasive—and effective—is this trend? What are its ramifications, at the school district level and on a broader scope? This important new book addresses these questions. The contributors consider the legal theory behind adequacy lawsuits, examining how the education clauses in state constitutions have been reinterpreted. According to James Guthrie and Matthew Springer, this trend has more fully politicized the process of cost modeling in school finance. Frederick Hess looks at the politics of adequacy implementation. Research by Christopher Berry of Harvard finds that the most significant result of the movement has not resulted in broad-ranging changes in school funding. How the No Child Left Behind Act and adequacy lawsuits impact one another is an especially interesting question, as addressed by Andrew Rudalevige and Michael Heise. This is the most comprehensive analysis to date of the adequacy lawsuit strategy, a topic of increasing importance in a controversial area of public policy that touches virtually all Americans. It will be of interest to readers engaged in education policy discussions and those concerned about the power of the courts to make policy rather than simply to enforce it.


Equity and Adequacy in Education Finance

Equity and Adequacy in Education Finance
Author: National Research Council
Publisher: National Academies Press
Total Pages: 329
Release: 1999-03-12
Genre: Education
ISBN: 0309139325

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Spending on K-12 education across the United States and across local school districts has long been characterized by great disparitiesâ€"disparities that reflect differences in property wealth and tax rates. For more than a quarter-century, reformers have attempted to reduce these differences through court challenges and legislative action. As part of a broad study of education finance, the committee commissioned eight papers examining the history and consequences of school finance reform undertaken in the name of equity and adequacy. This thought-provoking, timely collection of papers explores such topics as: What do the terms "equity" and "adequacy" in school finance really mean? How are these terms relevant to the politics and litigation of school finance reform? What is the impact of court-ordered school finance reform on spending disparities? How do school districts use money from finance reform? What policy options are available to states facing new challenges from court decisions mandating adequacy in school finance? When measuring adequacy, how do you consider differences in student needs and regional costs?


Assessing Success in School Finance Litigation

Assessing Success in School Finance Litigation
Author: Margaret E. Goertz
Publisher:
Total Pages: 43
Release: 2009
Genre:
ISBN:

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Education finance policy in New Jersey has been shaped by over 30 years of school finance litigation. Through its decisions in "Robinson v. Cahill" (1973-1976) and "Abbott v. Burke" (1985-2005), the justices of New Jersey's supreme court have defined the state's constitutional guarantee of a "thorough and efficient" education, set parameters for how the state's urban schools should be funded, and provided guidance on how education dollars should be spent in these communities (the so-called Abbott districts). In January 2008, the legislature enacted a new funding formula, the School Finance Reform Act of 2008, which jettisons the court's remedies. The court upheld the constitutionality of this law in its 20th "Abbott" ruling issued in May 2009. The purpose of this paper is to examine the impact of court-mandated school finance reform in New Jersey and describe the School Finance Reform Act (SFRA) of 2008 and its potential impact. The first section of this paper provides the demographic and economic context for education policy in New Jersey. The second and third sections describe how the court has defined educational "success" or "adequacy" over the last 30 years and how New Jersey measures an adequate education. The fourth section looks at the impact of school finance reform on education spending, taxation, and student achievement. The fifth section describes SFRA and its impact and the most recent round of litigation. Appended are: (1) Regular Education Budget per Pupil, Districts Grouped by Property Wealth per Pupil, 1975-76 through 2007-08, CPI Adjusted; (2) Regular Education Budget per Pupil, Districts Grouped by Property Wealth per Pupil, 1984-85 through 2007-08, Abbott Districts Separated, CPI Adjusted; and (3) School Tax Rates, Districts Grouped by Property Wealth per Pupil, 1984-85 through 2007-08, Abbott Districts Separated, CPI Adjusted. (Contains 6 figures, 7 tables and 17 footnotes.).


An Analysis of the History of School Finance Litigation in Texas and the Effectiveness of this Litigation in the Attainment of an Equitable and Adequate Education

An Analysis of the History of School Finance Litigation in Texas and the Effectiveness of this Litigation in the Attainment of an Equitable and Adequate Education
Author: Aida Nydia Barrera
Publisher:
Total Pages: 268
Release: 2012
Genre:
ISBN:

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This study analyzes the legal decisions that emerged across the nearly 45-year spectrum of Texas public school finance court cases, culminating in the judicial opinions and legislative actions that rather than bringing fundamental reform to the system has seen the enactment of temporary stopgap measures in 2006 that threw the system into further incertitude and undermined its basic tenets of constitutionality, eliciting the eighth round of lawsuits filed in 2011 and 2012 against the State, which charge that the school finance system is inequitable, inadequate, and inefficient. This is not to say that the decades-long litigation has not produced some beneficial results. In the intervening years since the initial filing in 1968 of the Rodriguez case, Texas has seen the development of a more equitable and adequate school finance system. Following Rodriguez, the Texas Supreme Court opinions in Edgewood I (1989) and Edgewood II (1991) were instrumental in spurring the legislative reforms that increased the overall funding of the system as well as provided the larger allocations that went to low-wealth school districts. Although the litigation strengthened the gains in equity in this initial period, the subsequent Texas Supreme Court opinions produced judicial ambiguities and redefinitions that left the Texas school finance system in a continual state of constitutional uncertainty with respect to its fundamental mandate to provide an equitable and adequate education. The decisions in Edgewood IIa (1991), Edgewood III (1992), Edgewood IV (1995), West Orange-Cove I (2003), and West Orange-Cove II (2005) have nonetheless been instructive in demonstrating how the Texas school finance court cases have altered the dynamic of equality and adequacy and the basic assumptions and ideals that have defined the fundamental right to an education, with the implications that these altered policy approaches have on the distribution of educational resources for all children. Importantly, the state's trajectory in school finance litigation offers an illustrative example of the tenuous but often contentious partisan interrelationship between the different levels of the judiciary and the legislative and executive branches of government that too often has deprived Texas public school students of an equitable and adequate education.


Developments in School Finance

Developments in School Finance
Author: P Heinsohn
Publisher:
Total Pages: 127
Release: 1996-09-01
Genre:
ISBN: 9780788133619

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Each paper in this report offers a unique perspective or interesting quantitative research dealing with emerging issues in school finance. Contents: defining and measuring opportunity to learn; a international comparison of teacher salaries and conditions of employment; adequacy issues in recent education finance litigation; a report on educational facilities; what can we learn from comparing States with nations?; how do public elementary and secondary schools spend their money? Charts and tables. Extensive references for each paper.


Politicians, Judges, and City Schools

Politicians, Judges, and City Schools
Author: Joel S. Berke
Publisher: Russell Sage Foundation
Total Pages: 304
Release: 1985-05-21
Genre: Education
ISBN: 1610440471

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During the 1970s, a nationwide school finance reform movement—fueled by litigation challenging the constitutionality of state education funding laws—brought significant changes to the way many states finance their public elementary and secondary school systems. School finance reform poses difficult philosophical questions: what is the meaning of equality in educational opportunity and of equity in the distribution of tax burdens? But it also involves enormous financial complexity (for example, dividing resources among competing special programs) and political risk (such as balancing local control with the need for statewide parity). For those states (like New York) that were slow to make changes a new decade has brought new constraints and complications. Sluggish economic growth, taxpayer revolts, reductions in federal aid, all affect education revenues. And the current concern with educational excellence may obscure the needs of the poor and educationally disadvantaged. This book will provide New York's policy makers and other concerned specialists with a better understanding of the political, economic, and equity issues underlying the school finance reform debate. It details existing inequities, evaluates current financing formulas, and presents options for change. Most important, for all those concerned with education and public policy in New York and elsewhere, it offers a masterful assessment of the trade-offs involved in developing reform programs that balance the conflicting demands of resource equalization, political feasibility, and fiscal responsibility. "Synthesizes the political and fiscal research [on school finance reform] and applies it to the New York Context....A blueprint for how to redesign state school finance....A fine book." —Public Administration Review "This is a book that lucidly discusses the issues in school finance and provides valuable reference material." —American Political Science Review


Courts as Policymakers

Courts as Policymakers
Author: Anna Lukemeyer
Publisher: LFB Scholarly Publishing LLC
Total Pages: 252
Release: 2003
Genre: Education
ISBN: 9781931202466

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Having trained in both law and social science, Lukemeyer (public administration, U. of Nevada-Las Vegas) decided that professionals in both fields could benefit from insights in the other about school finance reform. She explains the role of legal cases in reform and how they can be used for further research; and how judges, lawyers, and plaintiffs can use the insights developed in the social sciences. She looks at 25 years of cases ending in 1996. Annotation (c)2003 Book News, Inc., Portland, OR (booknews.com).


Education Finance Litigation

Education Finance Litigation
Author: John Dayton
Publisher:
Total Pages: 13
Release: 2013
Genre:
ISBN:

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Most citizens know very little about how their schools are funded, and even less about the school funding litigation that has shaped public school funding systems since Serrano v. Priest. Nonetheless, funding litigation has had a tremendous impact on public schools in the United States, second only to the impact of the litigation associated with Brown v. Board of Education. Since Serrano, the highest courts in 36 states have issued opinions on the merits of funding litigation suits, with 19 upholding state funding systems and 17 declaring state funding systems unconstitutional. A 2001 article titled 2 Serrano and It's Progeny: An Analysis of 30 years of School Funding Litigation reviewed school funding litigation since the Serrano decision. This article updates this research by providing brief reviews of the most recent and significant school funding litigation decisions, including the most recent decisions in Claremont v. Governor, James v. Alabama Coalition for Equity, Tennessee Small School Systems v. McWherter, Lake View v. Huckabee, DeRolph v. State, and Campaign for Fiscal Equity (CFE) v. State. This article also discusses possible future directions in this litigation, based on an analysis of these recent state high court cases and the litigation since Serrano v. Priest.