Many welfare programs give greater benefits to unmarried individuals than to a married couple of otherwise identical income. The resulting marriage penalty discourages marriage and rewards single parenthood. Combined marriage penalties across federal and state welfare programs can reach tens of thousands of dollars per year for a given family. One…

To address lingering pressures in the aftermath of the pandemic, California public schools received record funding, largely bolstered by nearly $60 billion in federal and state one-time stimulus funds. This report takes a comprehensive look at the allocation and uses of these federal and state educational recovery funds in California.

Sooner or later, talk of closing achievement gaps turns to education finance--specifically, fixing widespread disparities in school funding within individual states. The difference between the resources that a district needs to educate all students and the amount the district actually spends is called an adequacy gap. The availability and use of…

Previous studies have shown that state performance funding policies do not increase baccalaureate degree production, but higher education scholarship lacks a rigorous, quantitative analysis of the unintended consequences of performance funding. In this article, we use difference-in-differences estimation with fixed effects to evaluate performance…

Evaluation studies can provide feedback on implementation, support continuous improvement, and increase understanding of evaluation systems' impact on teaching and learning. Despite the importance of educator evaluation studies, states often need support to prioritize and fund them. Successful studies require expertise, time, and a shared…

Research shows that students who dually enroll are more likely to finish high school and succeed in postsecondary education than their peers with a similar grade point average (GPA), test scores, demographics, etc. Yet in many states, students and parents are largely--if not entirely--responsible for covering dual enrollment course costs, placing…

The purpose of this qualitative case study was to examine perceptions of state legislators regarding funding of public higher education in the State of Missouri. To this end, I sought to determine how Missouri legislators perceive the purpose of higher education and the role the state government should play in funding it. The concept that higher…

This research examined the funding request process whereby higher education institutions seek financial support from state government. The study tested whether a model based on state goals and priorities for higher education could distinguish a funded request from an unfunded request. The research was qualitative and followed a comparative case…

Throughout the end of the 1990s and the early years of the current decade, states experienced severe downturns in their economies. As has happened during other recessions, higher education, often viewed as discretionary spending compared to other budget demands, was hit particularly hard. During these years of severe fiscal constraints, however, a…

Flexibility is a lever for change that occupies an increasingly prominent place in federal strategies for educational improvement. Flexibility assumes that local actors are in the best position to identify the most serious problems facing schools and students and to determine how to solve them. Consequently, these actors should be given greater…

A report based on a conference on the impact of cost information on statewide budgeting and planning is presented. The conference was organized around case-study reports on the use of cost information in higher education budgeting in Florida, Indiana, Washington, and Wisconsin. Rather than publishing convention proceedings, the case studies were…

This issue of "Exchanges" highlights a number of issues in the challenge to align appropriations, tuition and financial aid (AFTA) policy. Two distinct trends in the nature of the American student population are identified: significant demographic shifts and the emerging necessity of serving adult learners. These shifts are prompting…

In its first year (1986-87), a $37.4 million Connecticut aid program has markedly reduced disparities in teacher salaries and expenditures per pupil. This paper reviews the use of school aid increases in Connecticut, describes the simulation models used, explains the models' role in targeting state aid, and outlines the legislation and its…

This paper traces the historical context of the passage and implementation of Vermont's Act 230 in 1990, which initiated a new special education funding system to increase equity, predictability, and flexibility in program design as well as to ensure placement neutrality. Specific objectives of the funding system included increasing the use of…

The literature on funding formulas for higher education is reviewed, and the historical roots of state higher education funding relationships is traced, including three 20th century budget reform movements that were the antecedents of formulas. Attention is directed to conditions that will affect funding of higher education and formula responses…