The Implications of Marin’s Rising Pension Costs and Tax Revolt for Increasing Education Funding
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Marin County's schools face rising costs, particularly for pensions and declining enrollment, which is not sustainable. Teacher salaries and recruitment are affected, with limited public awareness of district flexibility to respond to rising pension costs. Parcel taxes have faced opposition, and a statewide funding solution is necessary to support student success and stop financial distress. Building awareness of pension costs' impact is essential, and benefits and salaries are necessary to retain teachers.
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This case study examines the looming deficit faced by Sacramento City Unified School District and the challenges it poses for students, including declining enrollment, increasing special education and pension costs. It also highlights the impact of SCUSD's budget practices and labor-management relations on its current budget situation. The report offers considerations for policymakers, including addressing unaffordable teacher benefits and increasing funding. Although the district's fiscal crisis cannot be solved overnight, stabilizing the situation and restoring public confidence are crucial.
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This report highlights the challenges that California’s school districts face due to increasing employee health benefit costs, including retiree benefits. Such costs strain district budgets, making it harder to address other priorities, like increasing teacher salaries or supporting disadvantaged students. The brief suggests that districts must navigate these costs more effectively, with potential help from state policymakers, to ensure they are sustainable and not left as unfunded liabilities.

Views from the 2019 PACE/USC Rossier Poll
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With a new governor, state superintendent and legislators in Sacramento and a diminished federal role in education, there is an opportunity for California’s leaders to take stock of recent educational reforms and make necessary improvements. There are also a host of new and looming issues in K-12 and higher education. As California’s leaders confront these and other issues, where do California voters, including parents, stand on education and education policy? The newest edition of the USC Rossier/PACE Poll shares voter perspectives on a wide range of education issues.
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American schools have long suffered from inequitable distribution of funding, resources, and effective teachers. The LCFF reform in California is a promising solution to address achievement gaps for high-need students, but successful implementation is critical. Research has found that stakeholder engagement, explicit equity frameworks, and evidence-based programs are crucial to ensure positive impact. Studies have also revealed challenges such as underspending funds and insufficient stakeholder engagement, highlighting the need for continuous improvement.
Time to Reaffirm the Grand Vision
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The Local Control Funding Formula (LCFF) replaced categorical funding for schools in California in 2013, providing flexibility, targeted student funding, and local accountability. Two years in, research shows optimism and concern. The Local Control and Accountability Plan (LCAP) faces challenges, stakeholders need more engagement, and implementation requires capacity and overcoming the emerging teacher shortage. Public awareness of LCFF lags at 65%.

Revenues and Expenditures in the Second Year of Categorical Flexibility
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CA's school finance is highly regulated, with state funding allocated through categorical programs. In 2008-09, 40 Tier 3 programs were given fiscal freedom, leading to concerns that districts with more Tier 3 funding were disproportionately affected by the state's budget crisis. However, data show that all districts lost a similar share of their budget, with no large-scale changes in spending. Districts with more Tier 3 funding spent relatively more on alternative education, adult education, and non-instructional goals, and more of their budget on pupil services and special education.
How Districts Responded to Flexibility in Tier 3 Categorical Funds in 2010–2011
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California's system of school finance is highly regulated and prescriptive. A large share of state funding is allocated through categorical programs, that is, programs whose funding is contingent upon districts using the money in a particular way or for a particular purpose. In 2008–09, the strings were taken off 40 of those programs, collectively known as the "Tier 3" programs, as part of a budget deal that also reduced the funding for those programs.
Five Years Later
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This report commemorates the fifth anniversary of the Getting Down to Facts project, which sought to provide a thorough and reliable analysis of the critical challenges facing California’s education system as the necessary basis for an informed discussion of policy changes aimed at improving the performance of California schools and students. The report focuses on the four key issues that received emphasis in the Getting Down to Facts studies: governance, finance, personnel, and data systems.

A Weighted Pupil Formula for California
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Governor Jerry Brown has called for a major overhaul of California’s school finance policies. His proposal for a weighted pupil funding system would simplify the rules that govern the distribution of funds to schools and school districts, while targeting a larger share of available resources to the schools and students with the greatest needs. In this policy report Mary Perry offers an overview and analysis of the policy change that the Governor has proposed.
How 10 Districts Responded to Fiscal Flexibility, 2009–2010
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This report explores how 10 California school districts responded to the deregulation of $4.5 billion in education funding, which became entirely flexible in 2009. The study investigates how district leaders made budget decisions and what local factors influenced their responses. The research was conducted by a team of scholars from the RAND Corporation, UC Berkeley, UC Davis, and San Diego State University.
Revenues and Expenditure in the First Year of Categorical Flexibility
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This report discusses the effects of California's partial release of categorical funds to local school boards in 2009. The increased flexibility has provided an opportunity to observe how districts respond to the policy change, but the impact is difficult to isolate as most districts have been struggling to maintain core services during a severe budget crisis. The report includes preliminary results from an ongoing study of district responses to the increased categorical flexibility.
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California's growing child population will require significant increases in public spending, particularly in education due to immigration, working parents, poverty, and family disorganization. Counties and school districts bear the brunt of providing children's services, but cities have greater fiscal flexibility and revenue-raising potential. This paper provides information on county children's services and trends in county budgets to support further research on county financing for children's services.
1960 to 1988
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Public school funding in the US has seen continuous increases in real funding since 1960, reflecting strong citizen support for public schools and a growing economy. Despite pessimism and recession in the 1980s, real school funding continued to increase substantially. This report provides an overview of school revenues and funding increases needed for education reforms, and details changes in education finance during the 1980s, comparing increases to the levels needed to fund proposed reforms.
What Did Senate Bill 813 Buy?
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California's K-12 schools are supported by a vast amount of public money, and education financing has become an intensely political issue. This report analyzes school financing outcomes, including equity, efficiency, distributional consequences, and academic rigor, and addresses the conditions of school finance equality. The report seeks to provide answers to important questions about the amount of money being spent, how it compares to other states, who benefits from the funding, and whether added state funds have bought more rigorous schooling.
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In 1987, the Superintendent of Public Instruction released a document detailing the average costs of California schools for 1985-86, providing a brief summary of school expenditures. However, this report lacks in detail, and this report aims to provide more comprehensive and realistic data on school expenditure patterns. The report serves as an analytical base for exploring issues surrounding school expenditures in California, and the data was provided by the state Department of Education staff.
Public and Personal Investments, Program Patterns, and Policy Choices—Executive Summary
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The California Staff Development Policy Study was initiated to assess the possibilities and limitations of staff development in improving classroom teaching and learning. The study aims to answer four questions related to California's investment in staff development, how staff development activities are administered, and how teachers and administrators judge their effectiveness. The study yields eight main conclusions, presented in terms of investment and focusing on improving the capacities and commitments of California's educators.
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This report provides an overview of California's school finance system, including selected school finance facts; descriptions of the general revenue limit and categorical programs funding formulas; and, for each program, the amount appropriated for 1986-87, the number of districts participating, and number of students served.
School Uses of Lottery Revenue—Year One
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The report discusses the implementation and impact of California's State Lottery. During its first year of operation, the lottery generated $1.77 billion in ticket sales, with $689 million going towards public education. However, the article highlights the uncertainty surrounding the use of these funds and concerns about the reliability of the lottery as a source of education revenue. The study surveyed California K-12 public school districts regarding their use of lottery revenues and attitudes towards the program.
1985–86 Evaluation Report
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Peninsula Academies are three-year high school programs designed for at-risk students, combining academic and technical training. Since 1981, they've been operating in California, and in 1985, ten new programs were created under state sponsorship. This report evaluates the quality of implementation and evidence of measurable impact on students after the first year. The report is based on site visits, questionnaire responses, and student data gathered from each high school. The Academy model is complex, but some sites didn't fully realize all components.
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California's K-12 education system has experienced funding instability, with revenues per pupil fluctuating and staying constant for years. The education system is attempting a major program of quality improvements while keeping funding constant, a challenge that may be difficult to maintain in the future. The state gives K-12 education a lower priority than most other states when state revenues are tight. The state needs an additional $7.2 billion in the next five years to maintain the current level of real resources per pupil.
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This study investigates low participation in the Minimum Teacher Salary provision of SB 813, which had previously been reported by the Legislative Analyst. Only a small percentage of funds were claimed for 1983-84 and 1984-85. Researchers surveyed 48 districts in CA, showing a potential mean beginning salary of over $19K by 1985-86. The concern about underparticipation may be unfounded, as a large percentage of districts will participate, while those that do not have reasons. Large districts participate more than small and medium sized ones, and participation in rural areas is increasing.
Waivers and School-Based Program Coordination Under AB 777
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California's waiver authority provides school districts relief from Education Code, allowing them to seek alternatives to state requirements subject to local and state review. Waivers are automatically approved unless denied by the State Board of Education, which rarely happens over local objections. Program waivers are rare despite clamor for needed flexibility, possibly due to districts being unaware of the process, viewing it as time-consuming, or using suboptimal local procedures. Oversight hearings are recommended to explore the potential of the waiver process.
1985–86 Through 1989–90
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Expenditures for elementary and secondary education in California must rise by about 59 percent between 1983–84 and the end of the decade just to maintain the status quo in terms of real per-student spending. This would amount to a K–12 budget in 1989–90 of $21.9 billion. Yet K–12 revenues are projected to grow by only 50 percent (under one scenario) or by about 72 percent (under another). In other words, unless the revenue structure is significantly altered, projected school revenues through 1990 will be inadequate to maintain the same level of spending per student or will increase at a pace...