The balance wheel hypothesis--a classic tenet of USA state-level policy analysis that suggests state funding for higher education varies in response to macroeconomic cycles--has held up to scrutiny over time. However, new social conditions within the Republican Party, namely growing hostility toward independent institutions, call for a more…

Public funding to higher education has declined over the years and many states have experimented with policies to encourage private sector donations to public universities. Building on research that examines the intersection of state policy and philanthropy, we examine the influence of a state policy on endowment gifts to the University of Wyoming…

This study explored foundation giving in the field of higher education philanthropy in Texas. Utilizing Fligstein and McAdam's conceptual framework, I found that a field-level analysis at the state level uncovered distinct profiles or groups of foundations hidden in the observed data over time. Texas was an interesting case because of its legal…

Policymakers commonly assert that Broad Access Institutions (BAIs) cannot be "all things to all people" when cutting their funding. BAIs were founded with comprehensive missions to generate postsecondary access through low barriers for admission and affordable tuition and promote student-centeredness through institutional foci on…

Prior studies have documented the pattern of decreased state funding for higher education in periods of economic contraction (i.e., the balance wheel phenomenon). This qualitative case study examines how policymakers in California and Texas made decisions about funding higher education at the onset of the COVID-19 pandemic, when policymakers faced…

Simplification of the Free Application for Federal Student Aid (FAFSA) entails significant changes to the FAFSA and the methodology for determining eligibility for federal financial aid for the 2024-25 academic year. The changes to the FAFSA form that were mandated by the Simplification Act delayed implementation and shifted the timeline for…

In the wake of declining state support for higher education, many state leaders have adopted lottery earmark policies, which designate lottery revenue to higher education budgets as an alternative funding mechanism. However, despite the ubiquity of lottery earmarks for higher education, it remains unclear whether this new source of revenue serves…

This paper presents the top state policy priorities for 2025 based on a survey of members of the State Higher Education Executive Officers Association (SHEEO). This paper is not an exhaustive list of state higher education policy issues for 2025 but represents those most likely to affect state higher education communities in the year ahead.…

Capital appropriations are an important but often forgotten component of the public contribution to funding higher education. In fiscal year 2021, nearly $13 billion was appropriated for capital projects at public institutions, representing 11.6% of the total state contribution to higher education. When compared to general operating support and…

The State Higher Education Finance (SHEF) report is produced annually by the State Higher Education Executive Officers Association (SHEEO) to broaden understanding of the context and consequences of public policy decisions in each state that contribute to public higher education funding levels and funding distributions across states and…

Since 2003, the State Higher Education Executive Officers Association (SHEEO) has produced the annual State Higher Education Finance (SHEF) report to broaden understanding and enable analysis of state-level and national funding and enrollment trends over time. The final section in each SHEF report has focused on the effort and capacity of states…

The State Higher Education Finance (SHEF) report is produced annually by the State Higher Education Executive Officers Association (SHEEO) to broaden understanding of the context and consequences of public policy decisions in each state that contribute to public higher education funding levels and funding distributions across states and…

Public higher education leaders enter the 2023 legislative sessions with cautious optimism stemming from sizable budget surpluses in many states, economic growth, and mostly familiar political environments. Many states have built up budget surpluses due to a strong economic recovery, an infusion of federal stimulus dollars, and careful budgeting…

The 50-State Comparison on 529 Education Savings Plans provides a national comparison of state policies and activities related to state 529 education savings plans. It focuses on three main categories of state policies related to 529 plans: contributions, withdrawals, and eligible expenses. The information in this resource was gathered from state…

Dominant explanations of state higher education policy tend to emphasize economic models that foreground the business cycle or political approaches that cast ideology as fairly fixed. We instead foreground changing social context to conceptualize state appropriations as predicted not only by these classic explanations, but also by the interplay of…