This report describes the need analysis formulas used to calculate the Expected Family Contribution (EFC) for federal student aid applicants. The formulas are codified in Title IV of the Higher Education Act (HEA), as amended. The Free Application for Federal Student Aid (FAFSA) is the data collection instrument through which students submit the…

California enacted a groundbreaking shift to its school-funding system when it passed the Local Control Funding Formula (LCFF) in 2013. The law sought to make funding more equitable and also aimed to increase local control based on the premise that budgeting decisions are best made at the local level in partnership with community stakeholders, who…

Title IV of the Higher Education Act (HEA; P.L. 89-329), as amended, authorizes the primary programs that provide federal financial assistance (e.g., Pell Grants and Direct Loans) to students to assist them in obtaining a postsecondary education at eligible institutions of higher education (IHEs). IHEs seeking to participate in the Title IV…

Title I of the Elementary and Secondary Education Act (ESEA) is the single largest federal investment in K-12 schools, making it a key tool for driving opportunity and closing the achievement gap. Title I provides financial assistance to schools based on the number of low-income students they enroll. Schools receiving the grants are required to…

Our nation has demonstrated a steadfast commitment to providing every child with an equal opportunity to an education. Two Federal laws that address the education for children with disabilities are the Elementary and Secondary Education Act of 1965 (ESEA) and the Individuals with Disabilities Education Act (IDEA), signed into law in 1965 and 1975,…

The formula used to allocate federal funding for state and local special education programs is one of the Individual with Disabilities Act's most critical components. The formula not only serves as the primary mechanism for dividing available federal dollars among states, it also represents policymakers' intent to equalize educational…

Across all 50 states, there are different ways in which states allocate K-12 funding to districts. This document provides information on small size or isolated funding adjustments, including funding mechanism, small size/isolated identifier, and small size/isolated citation. To classify funding mechanisms that appear in state statute or in…

Purpose: New policy proposals to increase funding for the Individuals with Disabilities Education Act (IDEA)--including recent efforts by the Biden-Harris administration to "fully fund" IDEA--bring a new sense of urgency to understanding how federal special education dollars are distributed among states. In this study, we evaluate…

The primary source of federal aid to elementary and secondary education is the Elementary and Secondary Education Act (ESEA)--particularly its Title I-A program, which authorizes federal aid for the education of disadvantaged students. The ESEA was initially enacted in 1965 (P.L. 89- 10) "to strengthen and improve educational quality and…

The Carl D. Perkins Career and Technical Education Act (Perkins Act) is the primary federal law aimed at developing and supporting career and technical education (CTE) programs at the secondary and postsecondary educational levels. Prior to the 115th Congress, the Perkins Act had most recently been reauthorized in 2006 by the Carl D. Perkins…

Seven decades after the landmark U.S. Supreme Court case "Brown vs. Board of Education," Michigan students of color continue to face devastating educational inequities in deeply under-resourced public schools. Today, they are far more likely to be enrolled in Michigan public schools with the highest concentrations of poverty, where they…

This article discusses the State of New Mexico's school finance reforms during the 2019 legislative session and the relationship of those reforms to "The Essential Building Blocks for State School Finance." "The Essential Building Blocks" is a 2018 report written by the author for the Learning Policy Institute that provides…

Across all 50 states, there are different ways in which states allocate K-12 and special education funding to districts. Education Commission of the States has collected information on states' primary funding models, base per-student funding amounts, student attendance count methods, and funding for special education, English language learners,…

We exploit differences in state special education funding systems based on special education enrollment ('bounty systems') or on total student enrollment ('census systems') to assess whether funding systems impact teacher turnover, teacher specialty, special education enrollment, state education spending, average class sizes, and teacher effort.…

The focus of this paper is upon an examination of the 'direction of travel' in European countries from special needs education to inclusive education -- a development influenced by the Salamanca Statement. The 1994 Salamanca Statement argued that inclusive schools provide 'an effective education for the majority of children and improve the…