Measuring Equity and Adequacy in School Finance

Author(s):  
Thomas A. Downes ◽  
Leanna Stiefel
2008 ◽  
Vol 3 (4) ◽  
pp. 467-494 ◽  
Author(s):  
Kenneth A. Strike

This article discusses issues of justice concerning school finance with a focus on the development of a conception of equality of educational opportunity. Emphasis is put on discussing the views of the other contributors in this symposium. The main conclusions of the discussion are that (1) equity and adequacy are not inconsistent views because they address fundamentally different questions; (2) adequacy sets a floor under the education that the state owes to all children, but it does not relieve the state of the obligation to provide whatever additional education it chooses to provide equally; (3) equality of opportunity may be limited by conflicting rights; and (4) weighted student funding (WSF) is theoretically attractive because it emphasizes the funding of students rather than districts and is sensitive to relevant differences among them, however the level of theoretical agreement and empirical knowledge required to implement WSF in a nuanced way is not available.


2003 ◽  
Vol 85 (2) ◽  
pp. 120-125 ◽  
Author(s):  
Allan Odden

2006 ◽  
Vol 1 (3) ◽  
pp. 349-371 ◽  
Author(s):  
Lori L. Taylor

A ComparableWage Index (CWI) is an attractive mechanism for measuring geographic variations in the cost of education. A CWImeasures uncontrollable variations in educator pay by observing systematic variations in the earnings of comparable workers who are not educators. Together, the 2000 census and the Occupational Employment Statistics survey support the construction of just such an index. The resulting panel of index values measures wage levels in all parts of the United States from 1997 through 2004 and reveals substantial variation in purchasing power both across school districts and across time. Such inequalities undermine the equity and adequacy goals of school finance formulas. If states were successfully directing additional resources to school districts in high-cost environments, then measured inequality within states should fall when differences in purchasing power are taken into account. Instead, cost adjustment widens the spending gap in all but a handful of states.


2005 ◽  
Vol 12 (1) ◽  
pp. 19
Author(s):  
Vidhya Ananthakrishnan

The substantial reliance on local property tax revenues to finance school systems has led to significant funding disparities between property-rich and property-poor school districts. The recognition of these disparities has spawned decades of litigation in states whose constitutions guarantee a high-quality education. Legislators and judges are often asked to reconcile very different definitions of equity and adequacy, which are the concepts that underpin a high-quality, state-provided education, and are often confounded by attempts to achieve equity and adequacy on a state-wide basis, given the differences in property tax revenues. This article describes the complexities inherent in the concepts of equity and adequacy and examines a long-running attempt to reform New York's school financing methods to ensure that all school districts in the state have an equitable and adequate level of resources.


2018 ◽  
Vol 26 (1) ◽  
Author(s):  
Teresa S. Jordan ◽  
K. Forbis Jordan

Historically, rural schools have been geographically and politically isolated to the extent that some might say that they have been the victims of, or beneficiaries from, an unstated government policy of benign neglect. Recently, conditions and relationships have changed with the enactment of state and federal accountability legislation and legal challenges to the constitutionality of state funding systems for schools. Federal concerns about the quality of teachers and the progress of students are accompanied by state standards, proficiency tests for high school graduation, and school report cards. Most of these requirements are unfunded or under-funded mandates. However, rural schools likely will benefit from the recent shift in school finance litigation from a single emphasis on equity to a dual interest in equity and adequacy. If education is a state responsibility, then in an era of state-mandated standards and assessments, the state has an inherent responsibility to ensure that students have access to the human and material resources required for them to meet standards and pass state proficiency examinations.  


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