Stuck-at-Home Parents Want More Support for Home Schooling

Originally published in Bloomberg Businessweek on July 22, 2020.
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Christine Morgan, a mother in Peachtree City, Ga., calls herself “a big proponent of public schools.” But after dealing with her district’s remote-learning offerings this past spring—which she says were scant on instruction and heavy on busywork—she decided to look at home schooling for her rising fourth grader. “I would consider sending my kid back to brick-and-mortar school if everyone were taking the virus seriously and taking precautions,” she says. “But it’s Georgia, and they are not.”

Before the Covid-19 pandemic began, about 4% of school-age children in the U.S. were home-schooled, according to the National Home Education Research Institute. Many more families are weighing the option for the fall, either frustrated with remote learning through their public school or nervous about the health risks of sending their children into buildings with others. School choice proponents, who’ve long advocated that per-pupil spending should “follow the child” wherever they seek their education, hope to capitalize on the shift. And with the backing of President Trump and Republicans in Congress, home schooling could get the biggest boost it’s ever gotten from the federal government in the next round of stimulus funding.

In April the American Federation for Children, a national school choice group that was formerly chaired by U.S. Secretary of Education Betsy DeVos, commissioned a poll and found that 40% of families were more likely to consider home schooling even after lockdowns ended. Tommy Schultz, the group’s vice president, says the results were initially met with skepticism: “Some people were saying, ‘Well, those numbers are inflated and it’s too early to tell.’ ” But in late May, a separate Ipsos/USA Today poll found 60% of parents were considering home schooling in the fall and 30% were “very likely” to make the switch.

“We started putting on social media, ‘Hey, we’re spending on average $15,000 per kid for public schools. Shouldn’t families get some of that back to support home education?’ and that sort of messaging just skyrocketed in terms of interest and engagement,” Schultz says. “We’ve been running online petitions, and it’s the single largest spike in advocacy we’ve ever seen.”

Brittany Wade, a mother of five in Washington, D.C., is among the parents who think the government should do more to help families shoulder the cost of home schooling. Wade and her husband considered opting out of public school even before the pandemic, frustrated with what they felt was a stagnant curriculum offering too little Black history.

Wade helped her children with remote learning through the spring and says the difficulty of that experience hastened her decision to explore home schooling for the fall. She’s in the planning stages, browsing Facebook groups and talking with veteran home-schooling parents in D.C., Maryland, and Virginia. “I do think there should be more support for parents that are choosing to keep their kids home,” she says. Because some of the learning apps that District of Columbia Public Schools used during the spring aren’t available during the summer, she says, “I had to pay out-of-pocket for them.”

Home-schooling families receive virtually nothing from the federal government, and some don’t want any public funding, seeing it as opening the door to government interference. But conservatives in Congress have been trying to change that. Now, with House Democrats and education groups clamoring for at least $250 billion in education stimulus funding, Republicans have their best shot in years to push through new school choice programs. Trump and DeVos support the passage of Education Freedom Scholarships, a $5 billion annual tax credit for individuals and businesses who donate to organizations that support private-school tuition or home-school expenses. Eighteen states have tax credit scholarship programs, although according to EdChoice, New Hampshire’s is the only one in which home-school students are eligible for funds.

Republican Senator Ted Cruz of Texas, who introduced the Education Freedom Scholarships legislation in 2019, also introduced the Helping Parents Educate Children During the Coronavirus Pandemic Act in June. The bill, which he hopes to include in the next round of stimulus, would allow parents to use 529 college savings plans to cover K-12 expenses such as tutoring, test fees, and private-school tuition.

It’s not clear whether Democrats will bite. Connecticut Representative Rosa DeLauro, chair of the House Education Appropriations Subcommittee, said that with only weeks until the start of the new academic year, “the administration and Secretary DeVos remain fixated on how it can siphon away resources for vouchers and other privatization schemes” instead of plugging public schools’ funding gaps.

Many school districts are scrambling to figure out how to keep students enrolled, at least in their virtual options, to avoid steep drops in per-pupil funding on top of additional budget cuts as states face a financial crisis. Randi Weingarten, president of the American Federation of Teachers, has urged Congress to reject “failed ‘choice’ schemes” in any future stimulus package. Her national teachers’ union has fought aggressively against past attempts to expand federal funding for favored school choice options such as charter and private schools, and likewise sees home schooling as a way to undercut public education. “DeVos’ craven attempts to divide and privatize would be laughable if the stakes weren’t so high,” Weingarten said in a statement.

Diane Ravitch, president of the Network for Public Education, an advocacy group championing public schools, is sympathetic to families that might decide on home schooling in the fall. “They won’t do it happily. They want real teachers, but they don’t want their children at risk,” she says. When Covid-19 is no longer a threat, Ravitch predicts parents who opted out will return their kids to public schools. “This isn’t going to be a permanent way of life.”

But other experts think the overlap we’re now seeing between remote schooling and home education will likely persist after the pandemic ends. Travis Pillow is the editorial director at the Center on Reinventing Public Education, a research center based at the University of Washington Bothell. “The twin financial and public-health pressures of Covid appear to be accelerating the blurring of the lines between public education and home schooling that was already picking up steam before the pandemic,” he says. For Pillow, this would be a good thing—one that could lead to improvements and make home schooling more accessible. “We would welcome new entrants into this space,” he says, “because existing outcomes in full-time online learning have been pretty dismal.”

The Rift Among Charter Schools

Originally published in The American Prospect on October 20, 2017.
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I
t’s a surprisingly challenging moment for the charter school movement. In August, Education Next—an education policy journal published by the Hoover Institution at Stanford—released its 11th annual public opinion poll examining Americans’ views on K-12 education. They reported a stunning 12-percentage-point drop in support for charters from spring 2016 to spring 2017—from 51 percent to 39 percent. African-American support fell from 46 percent to 37 percent, and Hispanic support fell from 44 percent to 39 percent.

A Gallup survey released a week later found growing partisan divides on charters, with Democratic support standing at 48 percent, down from 61 percent in 2012. Republican support, by contrast, has remained steady over the five years at 62 percent. While Gallup’s senior editor, Lydia Saad, suggested that Democratic support may have declined because chartering has become more closely tied to Donald Trump and Betsy DeVos, the Education Next staff said they found little evidence of a “Trump effect” because in their survey, support from both parties fell.

“If the decline in support were related to Trump’s support of the concept, I would have expected it to occur primarily among Democrats, and that’s not what we see,” Martin West, Education Next’s editor-in-chief told Education Week. “I would also expect there to be similar changes in opinion about other policies that the president has embraced, especially other school choice policies, which is not what we see.”

How much stock should charter advocates (and politicians) put in one or two national surveys? Michael Petrilli, president of the Thomas B. Fordham Institute, a conservative education think tank, published a provocative essay this month entitled, “The charter-schools movement needs to stop alienating Republicans.” Citing the new Education Next results, Petrilli argues that charter advocates should focus on regaining GOP support, and suggests doing so by tamping down social justice rhetoric (such as closing achievement gaps and alleviating systemic inequalities), by emphasizing parental choice and personal freedom (i.e., that charters liberate families from their government-assigned schools), and by touting that most charters are non-union. “If we charter advocates want to maintain conservative and Republican support for these life-changing schools, we need to remember who our friends are—and help them remember why they liked us in the first place,” he writes.

Others have looked at wavering public support and pointed to for-profit charters as a model that may be hurting the reputation of the broader movement. “I would distinguish between the role that high-performing public charters can play in a strong public education system as opposed to vouchers and for-profit charters,” John King, the former secretary of education under Obama told Chalkbeat this past summerOthers have suggested that virtual charters—known for producing notably low academic outcomes—could be hurting public opinion. “It’s not fair to the charter school community to have these [test score] anomalies in the mix,” Nina Rees, the president of the National Alliance for Public Charter Schools told The 74. “In a lot of states the performance of the virtual charter schools are considered outliers when you compare them to the average brick and mortar school.”

And now, in a surprising new development, so-called “independent charters”—freestanding schools not run by networked chains— have also begun to organize collectively. They’re saying their interests and reputations can suffer when they’re lumped in with the rest of the charter movement.

According to the National Alliance for Public Charter Schools, 60 percent of the nation’s charters are independent, down from 69 percent in 2011. Well-known nonprofit charter management organizations (CMOs)—which make up 24 percent of the sector—include Success Academy, KIPP, and Achievement First. For-profit networks (called education management organizations, or EMOs) make up the rest, and include networks such as K12 Inc. and Academica.

Despite comprising more than half of all charters, independent charter schools rarely dominate the press narratives, and seldom attract the same level of enthusiasm from philanthropists and advocacy groups. Independent charter supporters say it’s because their schools aren’t focused on growth, scale, and replication—priorities among mainstream education reformers.

Last week, leaders of independent charter schools gathered together in New York City for the first-ever Independent Charter School Symposium. Amy Shore, of the Center for Educational Innovation, which co-sponsored the conference, emphasized that her group is not anti-CMO, but wants to focus on helping “the mom-and-pop store survive next to Walmart.” Part of the challenge, she explains, is advancing a different idea about what constitutes meaningful reform. “I’d say a lot of the big foundations are looking at how to achieve scale,” she says. “There’s an argument that if it cannot expand, then why would we invest money in it?” But Shore stresses that “there’s a whole other theory of social change” that says if a majority of charters are independent, and there are all kinds of different flowers growing, “why are we trying to make them all roses?”

Steve Zimmerman, founder of the Coalition of Community Charter Schools, an organization representing New York City’s independent charters and the conference’s other co-sponsor, says he started his group in response to what he saw as too much focus on standardized testing—a trend he believes stifles innovation, collaboration, and charters’ original promise.

Zimmerman says a turning point for independent charters came with the election of Donald Trump. “Some things became more clear for us, and one of them was that we saw too much coziness between major players in the charter world and the incoming administration,” he says.

At the conference, held at a hotel in Queens late last week, attendees discussed forming their own national organization of independent charters, to advocate for their interests and challenge the prevailing narrative around education reform. When this group would launch, and what it would actually look like, is not entirely clear. As Zimmerman admits, they’d face an uphill battle for funding, as the major financial backers of the movement prefer supporting charter networks that can grow. “They want to see replication, they want to see leverage,” he says. “We understand that the likelihood is that we will never, ever get money from those guys because we do not represent scale. We represent the kinds of schools that people want to send their kids to.”

As an example, Zimmerman points to Sidwell Friends, the renowned private school in Washington, D.C., that boasts such alumni as Malia Obama and Chelsea Clinton. “We want our schools to be like where the Obamas sent their kids to,” he says. “There is no Sidwell Friends 2, Sidwell Friends 3. They don’t do that. You grow a great school culture, one at a time, and it takes years.”

This year Florida legislators passed a controversial omnibus bill—HB 7069—which revamps many aspects of chartering across the state. One of its most significant provisions involved making it easier for national CMOs to enter communities with low-performing traditional public schools.

At the Independent Charter School Symposium, Christopher Norwood, founder of the Florida Association of Independent Schools—which represents freestanding charters, not CMOs or EMOs—explained how the legislative debates around HB 7069 highlighted problems independent charters face in his state. While Norwood estimates that 80 percent of what his group supports aligns with the Florida Charter School Alliance—the state’s dominant charter advocacy organization—he believes “it’s that 20 percent” that will make or break independent charters. “The way [HB 7069] was written, it was written for outside companies to come in,” he says. “If we had more power in that decision-making, we would not have wanted that to happen.”

Norwood and Zimmerman anticipate pushback to their efforts to form their own organization, but say they have little choice but to push forward.

“The National Alliance truly believes they act in the interest of all charter schools…but the truth is they can’t really represent interests of independent charters because their funders really believe in the network model,” Zimmerman says.

Nonetheless, in a statement provided to The American Prospect, Vanessa Descalzi, a spokesperson for the National Alliance for Public Charter Schools, says that the organizers of the Independent Charter Schools Symposium have their full support. “The National Alliance represents all public charter schools—including those which belong to a network or function as independent single sites—and we appreciate when any of our constituents take proactive steps to identify areas of need and provide resources to their communities,” she says. The new group of independent schools “will be a welcomed voice” in the charter movement, she says, while adding that “advocating for independent, community-based schools is in the National Alliance’s DNA.”

Ultimately, leaders of independent charters are trying to figure out how to save, or redefine, the brand of the charter school movement, much as Michael Petrilli is when he talks about winning back GOP support, or John King is when he tries to distance the movement from for-profit networks.

In Norwood and Zimmerman’s eyes, extricating independent charters from what they describe as “corporate aspects” of the movement could help restore progressive support for charter schooling. The networked chains and their advocates “win battles but they’re losing the war—if the war is hearts and minds of people, and the war of ideas,” says Zimmerman. Though he acknowledges independent charters align with CMOs on many issues, and cites equitable funding as an example, he says for now that independent charters have to carve out their own space, and create their own national voice.

Norwood expects CMO leaders to push back on their efforts to organize independently. “If you take away independently operated charter schools from a certain organization [like the National Alliance for Public Charter Schools], what are they left with?” he asks. “Now they’re exposed. Now they’re all management companies. Now they can’t hide behind [us].”

DeVos Might Not Force Private School Vouchers on States — But She Could Promote Them

Originally published in The American Prospect on February 6, 2017.
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In 1997, when Arizona launched the nation’s first tax-credit scholarship program, allowing individuals to receive tax credits for donating to nonprofits offering private school tuition grants, legislative aides estimated it would cost the state $4.5 million annually. By the 2015-16 school year, the yearly cost of the program had grown to more than $140 million, even though private school enrollment was actually below its 1997 levels.

Florida launched the nation’s second tax-credit private school voucher program in 2001, with a cap of $50 million. Today the program tops out at $559,000,000 annually, and will increase to $699,000,000 in the next fiscal year.

Pennsylvania’s tax-credit school voucher program, also launched in 2001, was originally capped at $30 million. Designed to provide tuition assistance to private schools, pre-K programs, and “innovative” public school initiatives, it now hits $175 million annually.

Tomorrow the Senate will hold its final vote on Donald Trump’s nominee to lead the federal education department, Betsy DeVos, a billionaire Republican donor who has spent decades advocating for charter schools, private schools, and virtual education. No other Trump appointee has faced the same magnitude of opposition, with hundreds of thousands of Americans calling, emailing, and faxing their senators in protest.

Though it’s widely expected that she’ll be confirmed on Tuesday, the past few months of anti-DeVos campaigning have created some new fault lines within education reform coalitions. In addition to labor unions and civil rights groups, more liberal school choice organizations, like Democrats for Education Reform and Education Trust, have lined up against DeVos’s nomination. Billionaire Eli Broad, who funds charter schools in Los Angeles, New Orleans, and other cities, penned a letter last week against his fellow billionaire education reform champion. On the other hand, Eva Moskowitz, founder and CEO of Success Academy, the largest charter school network in New York City, has emerged as one of DeVos’s most ardent supporters.

One major concern critics have voiced about DeVos is whether she will use her federal perch to push school privatization. She’s referred to the public education system as a “dead end” and has neither attended a public school, nor worked in one. In her home state of Michigan, DeVos has spent years (unsuccessfully) pushing private school vouchers, and has funded voucher efforts in other states.

Though DeVos has promised she would not “force” voucher programs on states, there are other ways she could support their growth if she’s confirmed as education secretary. She might get behind what’s known as “Title I portability”—a policy that would allow states to use federal dollars earmarked for low-income students to follow them to the public or private school of their choice. At $14.5 billion annually, Title I is the federal government’s largest program for K-12 students. Some congressional Republicans tried to include Title I portability in the federal education law that passed in 2015, but Barack Obama said he’d veto any bill that contained it. Democrats and Obama’s administration maintained that such a policy would significantly harm poor students by directing federal funds away from high-poverty school districts.

Title I is likely to come up again, given that in early January Donald Trump tapped Rob Goad, a senior education adviser to Representative Luke Messer of Indiana, to join his administration. Messer is known as one of the most vocal Congressional advocates for Title I portability, and Goad will serve as the key education expert on Trump’s White House Domestic Policy Council. A DeVos-backed Title I portability amendment to the Every Student Succeeds Act could win congressional approval unless Senate Democrats successfully filibuster it.

DeVos is also likely to support states establishing education savings accounts, which are voucher-esque subsidies that can go toward expenses like tutoring and homeschooling, as well as private school tuition. In December, right-leaning education reformers gathered together in Washington, D.C., for a conference hosted by the Foundation for Excellence in Education, an education advocacy group on whose board Betsy DeVos served until recently. At the conference leaders spoke animatedly about setting up vouchers or education savings accounts in every state across the country.

Noting the liberal opposition to DeVos’s nomination, some education analysts have suggested that private school vouchers are unlikely to expand beyond conservative legislators and red states. However, the reality is that private school voucher programs are often pushed in blue cities and purple suburbs—where a plethora of religious schools are located. In fact, it’s Republican-leaning rural areas that tend to have some of the greatest opposition to private school vouchers, given their scant school options.

Indeed Maryland, a blue state that went for Hillary Clinton by 26 points, established its first private school voucher program last year, appropriating $5 million to the effort. While school voucher initiatives are often pitched as vehicles to help poor, black students escape their local public schools, data from the first year of Maryland’s program reveal that more private school vouchers went to white students than black students, and 78 percent of the 2,464 vouchers issued went to students who were already enrolled in private schools. Maryland’s Republican governor Larry Hogan says he wants to double the funding for the voucher program over the next three years.

“In Maryland, no one has lobbied harder or been more excited about Governor Hogan’s voucher program than religious schools,” says Sean Johnson, the legislative and political director for the Maryland State Education Association. “Despite the rhetoric you hear on vouchers from President Trump, Governor Hogan, and Betsy DeVos, vouchers are less about moving kids from public schools and more about moving taxpayer dollars to private and religious schools. We can’t afford to fund two different school systems—public taxpayer dollars should be spent improving our public schools, not subsidizing expensive private schools.”

Meredith Curtis of the Maryland ACLU says what’s happening in Maryland is similar to what’s happened in other states, where private school voucher programs start out small, but continue to steadily grow, even as public school budgets are cut.

“Maryland public schools have tremendous needs that need to be addressed by the state, but we have no promises from the governor to meet those urgent needs, and yet he proposes increasing funding to religious schools,” Curtis says. “What we’ve seen in other states is that once allocations for vouchers are set in place, they just continue to increase, but there’s no accountability for benchmarks to compare the quality of education. We support [the right of] private schools to set their own curriculums, but we object to publicly funding [them].”

Assessing the educational value of private school voucher programs has been difficult. As Erin Richards details in The American Prospect’s most recent issue, Wisconsin, which launched the nation’s first private school voucher program 27 years ago, still lacks high-quality data for assessing performance, and still lacks robust mechanisms to hold private schools that receive public dollars accountable.

DeVos, congressional Republicans, and a host of GOP governors around the country may be enthusiastic about increasing the number of students enrolled in private schools, but public support for such policies is actually falling. According to an annual poll conducted by Harvard’s Education Next journal, nationwide support for vouchers targeted at low-income students fell from 55 percent to 43 percent between 2012 and 2016, and support for universal vouchers fell from 56 percent to 50 percent.

If private school vouchers become increasingly associated with Donald Trump, the nation’s staggeringly unpopular new president, then public support for vouchers may fall further yet.

 

Public Education under Trump

Originally published in The American Prospect winter 2017 issue.
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On November 8, 2016, the man who vowed to be “the nation’s biggest cheerleader for school choice” won the presidential contest. About two weeks later he announced that Betsy DeVos, a billionaire Republican donor who has aggressively lobbied for private-school vouchers, online education, and for-profit charter schools, would serve as his education secretary. In early December, Jeb Bush told an audience of more than 1,000 education reformers in Washington, D.C., that he hoped “there’s an earthquake” in the next few years with respect to education funding and policy. “Be big, be bold, or go home,” he urged the crowd.

To say education conservatives are ecstatic about their new political opportunities would be an understatement. With Republicans controlling the House and Senate, a politically savvy conservative ideologue leading the federal education department, a vice president who earned notoriety in his home state for expanding vouchers, charters, and battling teacher unions, not to mention a president-elect who initially asked creationist Jerry Falwell Jr. to head up his Department of Education, the stars have aligned for market-driven education advocates.

Donald Trump neither prioritized education on the campaign trail, nor unveiled detailed policy proposals, but the ideas he did put forth, in addition to his selection of Betsy DeVos, make clear where public education may be headed on his watch. And with a GOP Congress freed from a Democratic presidential veto, conservative lawmakers have already begun eyeing new legislation that just a few months ago seemed like political pipedreams.

Many aspects of education policy are handled at the state and local level, of course, but Republicans will govern in 33 states, and Trump will have substantial latitude to influence their agenda. The next few years may well bring about radical change to education.

School Choice

“President-elect Trump is going to be the best thing that ever happened for school choice and the charter school movement,” former New York Mayor Rudy Giuliani has proclaimed. “Donald is going to create incentives that promote and open more charter schools. It’s a priority.”

Giuliani’s comments reflect the enthusiasm that Trump expressed about choice and charters while campaigning for president. During a March primary debate, Trump said charters were “terrific” and affirmed they “work and they work very well.” A few months later he traveled to a low-performing for-profit charter school in Cleveland to say he’d invest $20 billion in federal money to expand charters and private-school vouchers as president. His campaign has not outlined where the money would come from, but suggests it will be accomplished by “reprioritizing existing federal dollars.”

Trump’s ambitions will likely be aided by his vice president-elect, Mike Pence, who worked vigorously to expand charter schools and vouchers while serving as Indiana’s governor. Pence loosened the eligibility requirements for students to obtain vouchers, and eliminated the cap on voucher recipients. Today, more than 30,000 Indiana students—including middle-class students—attend private and parochial schools with public funds, making it the largest single voucher program in the country. Pence also helped double the number of charter schools in his state; he increased their funding and gave charter operators access to low-interest state loans for facilities.

In the House and Senate, Republicans are eager to expand Washington, D.C.’s private-school voucher program, which has paid for about 6,500 students to attend mostly religious schools since the program launched in 2004. “I think [the Republican Congress and new administration] could eventually turn D.C. into an all-choice district like we see in New Orleans,” says Lindsey Burke, an education policy analyst at the right-leaning Heritage Foundation.

Congress also allocates $333 million per year to the federal charter school program, and groups like the National Alliance for Public Charter Schools are calling for that number to rise to $1 billion annually. Martin West, an education policy professor at Harvard’s Graduate School of Education, noted that to the extent the federal charter school program is well funded, states will continue to feel pressure to position themselves competitively for those dollars.

Conservative leaders at the state level are also looking to expand private-school vouchers and so-called education savings accounts, which are voucher-esque subsidies that can go toward expenses like tutoring and homeschooling, in addition to private-school tuition. At the Washington conference where Jeb Bush keynoted, panelists spoke enthusiastically about setting up vouchers or education savings accounts in all 50 states. On the campaign trail, Trump called for expanding private-school vouchers for low-income students, but his vice president-elect and his nominee for education secretary both support giving vouchers to middle-class families, too.

Congressional Republicans may also try to establish federal tax-savings accounts for K–12, which are similar to the 529 plans that already exist for higher education, and which mainly benefit well-off families. They also may push for federal tax credit scholarships, which would provide tax relief to individuals and businesses that help low-income children pay for private school.

In a sense, the George W. Bush and Barack Obama administrations softened the ground for a federally incentivized expansion of vouchers and other forms of privatization. In the bipartisan deal that led to the enactment of No Child Left Behind in 2002, Bush and Democrats led by Senator Edward Kennedy traded federal standards for more federal funding. The subtext was the Republican narrative that public schools were failing. This in turn led to the era of standardized testing and punitive measures against “failing” schools. Later, by appointing former Chicago Public Schools Superintendent Arne Duncan to lead the Education Department, and passing over such progressive reformers as Linda Darling-Hammond, Obama sided with those who sought measures like the nationalization of academic standards. The new backlash from conservatives against testing and the Common Core should not be interpreted as a rejection of a federal role. The right loves it when Washington intervenes—if it serves the right’s purposes.

The Department of Education

Trump has boasted that he would reduce the size of the federal government, and his DeVos-led Department of Education is one likely place he’ll start. Though threatening to dismantle that federal agency is a long-standing Republican tradition, surrogates say it is more likely that Trump will try and “starve” the department, and downsize its responsibilities, rather than kill it outright.

In October, Carl P. Paladino, a New York real-estate developer who was briefly considered for education secretary, took to the stage on Trump’s behalf at a national urban education conference and said the department’s Office for Civil Rights—which oversees initiatives like tackling college sexual assault and reforming school discipline—was spewing “absolute nonsense.”

Obama’s Education Department has given unprecedented attention to reducing racial disparities in school discipline, issuing the first set of national guidelines in 2014 and making clear that it would hold districts accountable for discriminatory practices. Policy experts think these efforts will fall quickly by the wayside in the coming years.

In a press conference following Trump’s victory, David Cleary, the chief of staff for Republican Senator Lamar Alexander, who chairs the Senate Committee on Health, Education, Labor and Pensions, said his boss believes the Office for Civil Rights should be reined in. “There will be aggressive oversight from Congress to make sure it shrinks back to its statutory authority and responsibilities,” Cleary said.

Another major threat to the Education Department is a significant loss of institutional knowledge. Politico reported that the agency is already experiencing a loss of morale since the election, and bracing for a serious brain drain: Many veteran employees who have served for decades, in addition to younger staff who entered government under Obama, are considering leaving because they don’t want to work for a President Trump.

Common Core

One crowd-pleasing element of candidate Trump’s stump speech was his promise to “kill” Common Core—the standards launched in 2009 that lay out what all K–12 students are expected to learn in English and math. The standards, which were created by a coalition of state governors, and incentivized by the Obama administration through the federal Race to the Top program, have been a flashpoint for conservatives, who see them as a threat to “local control.” Trump vowed to eliminate Common Core through the so-called School Choice and Education Opportunity Act—part of the legislative agenda he says he’ll focus on during his first 100 days. DeVos now stresses that she does not support Common Core, although an organization she founded—the Great Lakes Education Project, which she also funded and served as a board member for—strongly backed the standards in 2013.

While there are limits to what Trump and DeVos could do to end the Common Core standards (they are state standards, after all), Trump’s executive bully pulpit could certainly help embolden Common Core opponents on the local level.

Still, Catherine Brown, vice president of education policy at the Center for American Progress, is not so worried about the future of the national education standards. “I don’t even think Donald Trump knows what the Common Core is,” she says. And despite candidate Trump’s demagoguery, Brown points out that states haven’t really abandoned them, even in more conservative parts of the country. “To the extent that states have changed their standards, they basically renamed them and kept the basic content,” she says.

Teachers Unions

This past year, public-sector unions faced an existential threat from Friedrichs v. California Teachers Association, a Supreme Court case seeking to overturn a 40-year-old ruling that required public employees represented by a union to pay fees to cover the union’s bargaining and representation costs, even if they do not pay full membership dues. Five of the nine justices were clearly primed to rule against the so-called “agency fees” and upend decades of legal precedent, but Justice Antonin Scalia unexpectedly died in February, before the Court could rule. The case ended up in a 4–4 tie, leaving the law, and collective bargaining, in place.

Now that the Republican Senate has refused to hold a vote on Obama’s appointment of Judge Merrick Garland, Trump will nominate a conservative Scalia successor to the Court. With a number of Friedrichs look-alike cases headed to the Supreme Court, it’s a near certainty that a reconstituted majority of five conservative justices will strike down agency fees, which could considerably reduce the resources available to the American Federation of Teachers and the National Education Association—two of the nation’s largest unions. Were that not trouble enough, the massive support that the AFT and NEA gave to Hillary Clinton’s campaign is not likely to endear them to a president with a well-known penchant for revenge.

Every Student Succeeds Act

At the end of 2015, Congress passed the Every Student Succeeds Act (ESSA), the successor to the controversial Bush-era No Child Left Behind Act, which tied federal funding to school performance. The new law is set to take full effect during the 2017–2018 school year. While there was broad recognition that ESSA marked a positive step forward from the test-and-punish regime that had reigned for 13 years under No Child Left Behind, a diverse coalition of civil-rights groups has worried that its replacement, which substantially reduced the federal government’s role in public education, will not do enough to hold states accountable for the success of racial minorities, students with disabilities, and English language–learners. “The hard-learned lesson of the civil rights community over decades has shown that a strong federal role is crucial to protecting the interests of educationally underserved students,” wrote the Leadership Conference on Civil and Human Rights in a letter to Capitol Hill during the ESSA negotiations.

For the past year, the Obama administration worked to draft regulations that would help maintain some level of federal accountability for student learning and funding equity, particularly for disadvantaged students. These executive-level regulations, which have been controversial among congressional Republicans, are likely to be abandoned, or weakened, under President Trump.

One policy that congressional Republicans might push for under a President Trump is known as “Title I portability,” which would allow states to use federal dollars earmarked for low-income students to follow students to the public or private school of their choice. While still a candidate, Trump brought in Rob Goad, a senior adviser to Representative Luke Messer, an Indiana Republican, to help him flesh out some school-choice ideas. Messer co-sponsored a bill during the ESSA negotiations that would have launched Title I portability, but Obama threatened to veto any version of the law that contained it. A White House report issued in 2015 said that Title I portability would direct significant amounts of federal aid away from high-poverty districts toward low-poverty ones, impacting such districts as Chicago, Detroit, Los Angeles, and Philadelphia particularly hard. Conservatives may see a more politically viable route to push this policy under Trump.

Brown of the Center for American Progress doesn’t think Congress will likely pursue Title I portability, however, in part because it has a lot of other legislative priorities to attend to. “The ink is barely dry on ESSA; states haven’t yet submitted their plans. I think [portability] is probably dead on arrival, but maybe six years from now,” she says. Even then, Brown thinks the policy will never be all that popular, since huge swaths of the country lack many school options, making them poor candidates for private-school vouchers.

But other education experts say that the lack of brick-and-mortar schools in rural communities just means that the door could open more widely for for-profit virtual schools, which DeVos has strongly supported. In 2006, Richard DeVos, her husband, disclosed that he was an investor in K12 Inc., a national for-profit virtual charter school company that has since gone public. As of mid-December, Betsy DeVos had not clarified whether her family still holds a financial stake in the for-profit education sector.

Higher Education

Trump, who founded the now defunct for-profit college Trump University, recently agreed to pay $25 million to settle a series of lawsuits alleging fraud. Sara Goldrick-Rab, a sociologist at Temple University who studies college affordability, predicts America will be “open for business” under President Trump when it comes to promoting for-profit colleges. “This means cutting regulation and oversight, and defunding public higher education so that students view for-profits as a good deal,” she wrote on her blog following the election. The Higher Education Act, which governs the administration of federal student aid programs, is also up for reauthorization in 2017.

Trump didn’t devote much time while campaigning to talking about colleges and universities, but he did say in an October speech that he’d look to address college affordability by supporting income-based repayment plans, going against many Republicans who say such initiatives are fiscally reckless and create incentives to acquire too much higher education. Conservatives have also proposed rolling back Obama administration reforms that federalized all new student loans and applied stricter regulations, particularly to for-profit institutions. If President Trump does ultimately re-privatize student loans, consumer protections would likely disappear, and the cost of borrowing would rise.

University leaders are also worrying about what a Trump administration could mean for research funding. The government is likely to cut back on investments on budgetary grounds, but also on ideological grounds, since universities tend to be seen as liberal enclaves. Experts say that non-ideological scientific research is particularly vulnerable. House Republicans, led by Representative Lamar Smith, who chairs the House Science, Space and Technology Committee, have tried before to cut federal funding for social sciences and climate and energy research, and having a president who refers to global warming as a hoax “created by and for the Chinese” doesn’t augur well for federal research investments.

Moreover, as the president-elect frequently rails about political correctness, higher education leaders worry that a Trump administration will not look kindly on student free speech and protest. Ben Carson, who was briefly considered for Trump’s education secretary, said that if he were in control he would repurpose the department to monitor colleges and universities for “extreme bias” and deny federal funding to those judged to have it. Decrying alleged campus bias is a staple of “alt-right” (read: white nationalist) media outlets like Breitbart, whose chief, Steve Bannon, will be Trump’s strategic adviser and senior counselor.

The Path Forward for Progressives

For a week following the election, it wasn’t clear how exactly the liberal groups that backed Obama’s education reform agenda—Common Core standards, test-based accountability, and charter schools—would respond to their new choice-friendly president. The fact that the school reform agenda has long had bipartisan backing has always been one of its strongest political assets.

As pundits tried to guess whom Trump would pick for various cabinet-level positions, rumors started to float that Trump might be eyeing Michelle Rhee, the controversial former D.C. Public Schools chancellor, or Eva Moskowitz, the founder and CEO of Success Academy Charter Schools in New York City, for education secretary. Both women back the Common Core standards, and are broadly revered among Democratic school reformers.

But on November 17, just over a week after the election, the president of Democrats for Education Reform, Shavar Jeffries, issued a strongly worded statement urging Democrats to refuse to accept an appointment to be Trump’s secretary of education. “In so doing, that individual would become an agent for an agenda that both contradicts progressive values and threatens grave harm to our nation’s most vulnerable kids,” Jeffries said. He condemned Trump for his plans to eliminate accountability standards, to cut Title I funding, to reduce support for social services, and for giving “tacit and express endorsement” to racial, ethnic, religious, and gender stereotypes, and he called on the president-elect to disavow his past statements.

Shortly thereafter, Moskowitz announced that she would “not be entertaining any prospective opportunities” in the administration, but defended the president-elect, saying there are “many positive signs” that President Trump will be different than candidate Trump. His daughter, Ivanka Trump, took a tour of a Success Academy charter in Harlem later that week. Rhee, following a meeting with Trump a few days later, issued a statement saying she would not pursue a job in Trump’s administration but that “[w]ishing for his failure” would amount to “wanting the failure of our millions of American children who desperately need a better education.”

The equivocating didn’t end there. Democrats for Education Reform soon walked back their original declaration of opposition to Trump. In a statement sent to the group’s supporters, Jeffries wrote that DFER was not saying Democrats should not work with Trump on education, but just that no Democrat should work for him as secretary of education. “[W]e draw a distinction between working with and working for Trump,” Jeffries wrote. “Where appropriate, we will work with the Administration to pursue policies that expand opportunity for kids, and we will vocally oppose rhetoric or policies that undermine those opportunities.”

In a political climate where teachers-union strength may dramatically diminish, opposition to Trump’s agenda from liberals who supported Obama’s education reforms could be an important deterrent to Trump’s rightward march on education. But with DFER already signaling that it’s open to working with Trump, with high-profile reformers like Moskowitz and Rhee also giving him a public nod of approval, and since some of the same billionaires who fund the charter school movement also back the president-elect, the chances aren’t great that Democratic education reformers will staunchly oppose Trump’s school reform agenda.

Randi Weingarten, the president of the American Federation of Teachers, is under no illusions about the enormous challenges that loom for the future of public education. Yet she notes that over the past half-decade, educators and their unions have worked with their communities like never before. “If Donald Trump opts for privatization, destabilization, and austerity over supporting public education and the will of the people,” she says, “well, there will be a huge fight.”

The Right Way to Assess Charter Schools

Originally published in The American Prospect on November 30, 2016.
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On November 8, Massachusetts residents went to the polls not only to cast their vote for president but also to weigh in on a hotly debated question regarding charter schools. The ballot initiative—which proposed lifting the state’s cap to allow establishing up to 12 new charters or expanding existing charters annually—had generated a heated battle for months, with voters inundated by mailings and advertising from both sides. About $34 million was spent on these efforts, making them easily the most expensive ballot initiative campaign in state history. Teacher unions provided nearly all the money to fight the measure, while out-of-state donors and Boston’s business community shelled out most of the money in support.

The debate mostly went like this: Supporters of the ballot measure, known as Question 2, argued that charter schools in Boston have proven extremely effective for disadvantaged students. They pointed to research studies that show students who attended Boston charter schools, compared to students in Boston’s traditional public schools, were more likely to graduate high school in five years, more likely to attend and complete college, and less likely to enroll in remedial education. In addition, researchers found attending Boston charters led to significant gains in state tests, AP tests, and the SAT.

Supporters of charter expansion also pointed to long charter school waiting lists as evidence that families, especially poor families, desperately seek better school options. If the ballot measure failed, proponents insisted, it would be because wealthy white suburbanites were too selfish, or short-sighted, to let low-income African-Americans escape their failing public schools. Polls conducted throughout the campaign did reveal higher support for charter school expansion among black and Latino voters.

Critics of the charter school ballot initiative challenged the legitimacy of the waitlist figures that supporters wielded—pointing to evidence that the stats were substantially inflated. Critics also pointed out that the research on charter school effectiveness was dramatically less impressive outside of Boston, and this statewide ballot measure would impact schooling all over Massachusetts.

But the most salient argument critics levied—and one that Question 2 supporters never figured out how to overcome—was that the ballot measure might expand opportunity for some students, but would ultimately drain money and resources from those students who remained in traditional public schools. Supporters tended to dismiss these concerns, saying that per-pupil dollars would “follow the child” so there would be no real negative impact on other students who didn’t attend charters. But a number of experts, including Boston’s chief financial officer, said the fiscal strain would be tremendous. This became the rallying point for Question 2 opponents—and the primary reason the ballot measure failed 62 percent to 38 percent, with cities all over the state, including Boston, voting in opposition.

Throughout the campaign, many Massachusetts voters said that they found the news coverage confusing. Someone would make an argument, a new report would come out claiming the opposite, so-called experts would go back and forth about it, and the media would often do little more than cover the “he says, she says” discussion—leaving residents unsure of what the truth really was.

Today, the Economic Policy Institute is publishing a report by Bruce Baker, a national expert in state school finance, charter schools, and teacher and administrator labor markets, that he hopes will help improve the level of public discourse the next time residents and political leaders are asked to make such high-stakes education decisions.

Baker’s report looks at the fiscal impact of charter school expansion—an area that has received surprisingly little academic attention, despite the charter sector’s 25-year existence, and the growing public awareness that this is a critical issue to understand.

I covered the topic back in June, and at the time the only real research study available on the issue was one published in 2014 that documented the negative fiscal impacts that traditional public schools in Buffalo and Albany had experienced from charter schools proliferating. Since then, David Arsen, an education policy professor, published research finding that the biggest drivers of fiscal distress across Michigan school districts were declining enrollment and revenue loss, particularly where school choice and charters were most prevalent. Moody’s Investor Service, a bond credit rating agency, has also been sounding the alarm about the severe financial distress a growing number of school districts face as charter schools expand.

For Baker, the debate over whether charter schools are seen as good or bad was for a very long time “one-dimensional”—based on whether charters produced marginal increases or decreases in students’ standardized test scores. The debate over whether to lift Massachusetts’ charter school cap, Baker says, was more “two-dimensional,” in that people talked about both academic impacts and some fiscal tradeoffs. But still, the parameters of the fiscal conversation were limited, and Baker says he hopes his new report will provide a framework for a more “multi-dimensional” discussion of tradeoffs going forward.

So what does a multi-dimensional discussion look like?

“If we consider a specific geographic space, like a major urban center, operating under the reality of finite available resources (local, state, and federal revenues), the goal is to provide the best possible system for all children citywide, given the resources available,” Baker writes. “That is, resources should be used most efficiently and equitably to achieve the best possible system of schools for all children.”

Baker suggests moving the conversation away from the individualistic, consumer-choice narrative that market-driven reformers have promoted over the past two decades, and towards one that centers public education as a collective responsibility for communities to provide as efficiently, and equitably, as they can.

In an interview with the Prospect, Baker emphasizes that we need a far better understanding of all the costs and benefits associated with running multiple, competing school systems in a given space—public policy questions that are surprisingly ignored on a regular basis. He cites transportation costs as one example that rarely gets attention when leaders decide whether or not to open more charter schools.

“If we’re saying that driving kids two hours here, and one hour there, is creating liberty of choice, which some people simply like as a policy, and we’re also getting some marginal test score gains—well, we have to be clear about how much we’re spending to get those things,” he says. “We have to ask, could we be getting similar test score gains, and similar favorable public opinion for a better price for more students? We’re not even bothering to take those measurements and to ask those questions.”

Baker says that before leaders decide to open new charter schools, they should take into account the inefficiencies created from having multiple transportation systems, duplicative administrative overhead costs, additional financing fees associated with alternative capital investments, and any transition costs that arise from creating new school systems. Baker wants to see leaders wrestle with whether it’s possible to achieve comparable gains by investing in programs and services in existing public schools. Do the gains of charter expansion outweigh the costs? Is it possible to design a more equitable and efficient system by other means?

Economic Policy Institute president Larry Mishel says he hopes this report will lead to greater attention paid to the impacts of unbridled charter school expansion, especially under Donald Trump’s presidency.

“We would like the focus to be on what really matters—giving the students the support they need to make great learning possible, which involves their homes, their families, their neighborhoods—and to integrate those concerns with schooling,” Mishel says. “We’ve had a 25-year history of being distracted by issues of governance. We see charters as an evasion of the core questions.”

Charter and Traditional Public Schools Fight Over Money

Originally published in The American Prospect on June 6, 2016.
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Last month, a teachers union-funded study in Los Angeles sparked a furor when it reported that the city’s charter sector—which educates 16 percent of L.A.’s public school students—drains upwards of $500 million a year from the district’s school budget.

In a brief accompanying the report, the teachers union and its allies charged that L.A.’s charter school explosion “limits educational opportunities” for more than 500,000 public school students, and “imperils the financial stability” of the district. Education reform advocate Peter Cunningham shot back in a blog post that the study’s premise that charters siphon money from traditional public schools “is like arguing that a younger child deprives an older child of parental attention.”

Such school budget fights are not just happening in Los Angeles. In cities all over the country—from Massachusetts, to Missouri, from Florida to Pennsylvania, from Washington state to Maryland—charters and local school districts are clashing fiercely over who gets what funding. Districts say charters steal their money, leaving them unable to properly educate the students who remain at their schools—very often those who are the most expensive to educate, like children with disabilities.

Charter advocates counter that districts’ financial woes began long before charters came on the scene, and students who seek alternatives shouldn’t have to suffer just because districts and unions face budget and organizational crises. Money should “follow the child” school choice supporters say, meaning per-pupil tax dollars should be directed towards whichever school system a student wishes to attend.

Charter school policy discussions often devolve into political battles that pit advocates armed with competing research studies against one another in arguments over academic impact. In some cities, like Boston and New Orleans, students attending charter schools have demonstrated significant test score gains. In others, the academic results have been no better than those in traditional public schools. And in some cases, charters have yielded worse results than the district schools.

The research examining charter schools’ academic effectiveness will continue indefinitely, but it is concerns about their fiscal impact that are becoming increasingly charged. As the pressure to expand charter schools continues to mount, and the budgetary health of local districts continues to decline, teachers, administrators, parents, and activists on both sides of the charter school divide are facing off over a dwindling resource: money.

Intensifying the heated political clash between charter schools and traditional school districts is that overall spending on public education, for all schools, has fallen. In 2015, the Center on Budget and Policy Priorities, a progressive think tank, found most states provide less financial support for public schools than they did before the Great Recession, and in some cases, much less.

“Even as we’ve come out of the recession, heels are dug in, and nobody is really considering putting in additional funds,” says Bruce Baker, an expert on school finance.

Funds are not only shrinking, but districts are hard pressed to manage costs that are “fixed” or “stranded” when students leave to attend charter schools, experts warn. Charter advocates say that as money follows the child, districts should figure out how to adjust to new fiscal realities. But it’s not always so easy to reduce certain expenses, at least right away, say researchers who have studied education funding. The cost of heating a building, for example, is the same for a classroom of 15 students as it would be for one of 18 students.

Similarly, a district that has lost only a few students from each grade can find it difficult to reduce the number of school employees. In 2013, Moody’s Investor Service, a bond credit rating agency, released a report which concluded that a small but growing number of school districts face severe financial stress as charter schools proliferate, specifically because these districts can’t reduce their costs as quickly as they lose revenue. This has forced already struggling districts to make further cuts to programs and services, and in some cases, to shut down schools entirely.

In 2014, education policy experts Robert Bifulco and Randall Reback co-authored a paper on the fiscal impact of charter schools, noting a dearth in existing research on the topic. They looked at Buffalo and Albany, two cities with relatively large concentrations of charter schools, and with public school districts facing stagnant, and shrinking student enrollments. The two concluded that charter school expansion produces negative fiscal impacts for school districts, yet that such harm can be somewhat mitigated by better coordination between charters, districts, and states. Bifulco and Reback found that, in general, closing schools can be the most effective way to manage some of the fiscal strain produced by charter growth, but that such closures are “politically contentious undertakings.”

Still, given that research shows money matters a great deal in education, many charter critics believe it is neither wise nor ethical to gamble that cost cuts will wind up improving student learning.

Still other academics suggest tight budgets may actually help boost student achievement. Ron Zimmer, an education researcher at Vanderbilt University, has said it’s possible that fiscal strain on district budgets could spur competition, potentially helping all students. Still, given that research shows money matters a great deal in education, many charter critics believe it is neither wise nor ethical to gamble that cost cuts will wind up improving student learning.

When the charter school expansion first started to take off, some states freed up transitional funds to help school districts cope with declining enrollments and fiscal fallout as students left for charters. Such transitional aid began “as a sort of compromise” between charters and district schools says Reback. Yet many of these compromise measures were reduced or eliminated once the recession hit.

For example, in Illinois, state law once provided a three-year, declining payment to districts to help them manage their budgets as charter enrollment grew. According to Kasia Kalata, the external affairs manager at the Illinois Network of Charter Schools, the state offered impact aid to support school districts with declining enrollments, but phased out the policy in 2009.

Similarly, in 2007, Michigan began to provide some categorical funding to districts with declining enrollments. But these allocations were never fully funded, and by 2012, the state eliminated them altogether. Michigan also lifted its charter school cap in 2011, leading to rapid charter growth.

“Right now you could open a charter school, for almost any reason, in any location, regardless of what that will do to district schools,” says Peter Joseph Hammer, a law professor at Wayne State University in Detroit. He says Michigan’s charter law, and the elimination of the state’s charter cap, has just been “devastating” to traditional public school finances. While the categorical grants that Michigan once offered provided some help, Hammer says even those measures were always “very small relative to the need” and mostly enacted to quiet critics.

Pennsylvania used to reimburse local districts up to 30 percent of their charter school costs, but in 2011, the state’s Republican governor eliminated these partial reimbursements. This was a loss of more than $240 million across the state, including over $110 million for Philadelphia alone.

Laws governing pension participation for charter school employees vary from state to state. Charters, though, have generally not been around long enough to accumulate their own unfunded pension liabilities. The question now is: do charters share responsibility to help pay down the pension legacy costs of area school districts?

Monique Morrissey, a pension expert at the Economic Policy Institute, a progressive think tank, says there is no reason to exempt charter schools from paying unfunded liabilities that are no more the public schools’ fault than they are the charters’. “In fact, I would say that even if charter schools are allowed to opt out of a pension system, they should be required to help pay down the legacy costs to maintain a level playing field,” she says. “Otherwise it creates a downward spiral, where every public school has an incentive to convert to a charter and/or every family has an incentive to choose a better-funded charter school, leaving fewer and fewer students—and less and less funding—in the regular school system to cover the legacy costs.”

In Morrissey’s view, the legacy costs are owed by taxpayers, not students in either regular public schools or charter schools. Thus, she says, “if funding is supposed to follow the students, legacy costs should be taken out of the equation and considered part of the overall budget, not something owed by certain schools and not others. Otherwise, students in regular public schools are effectively provided with less education funding than those in charter schools.”

There have always been disagreements between charters and traditional district schools, but Susan Spicka, the interim director of the advocacy group Education Voters of PA, says that losing those charter reimbursements in 2011 greatly exacerbated tensions between the two sectors. “We support the charter reimbursement and we think it’s a valid argument that, yes, you do have some costs you can’t get rid of right away just because you have fewer children,” Spicka says. “There should be some type of compensation [for districts] to handle those costs.”

Not everyone agrees. Such academics as Marguerite Roza and Jon Fullerton say that policies designed to help districts cope with the effects of shifting student enrollments “weaken the incentives that should drive change and adaptation.” Roza and Fullerton question the idea that schools have all these “fixed costs,” and argue that districts should think more seriously about cheaper alternatives like online schooling, defined-contribution plans, and modified tenure systems. Only by “adopting more nimble expenditure structures,” they have written, can districts feasibly adapt to a changing landscape.

Other “fixed costs” that tend to receive far less attention in conversations about the fiscal impact of charters are the billions of dollars owed by states and districts in pension obligations—and what effect the expansion of charter schools means for local districts saddled with these payments.

Unfunded pension liabilities are the estimated value of benefits earned by employees minus the assets set aside to pay them. Unfunded liabilities can arise because required contributions have not been made in full, or because actuarial assumptions have not been met. States and districts with large unfunded liabilities are now scrambling to find the dollars to pay up, resulting in painful cuts in other areas, including salary reductions for current teachers.

While some unfunded pension liabilities are due to market fluctuations, including sharp stock market declines in 2002 and 2008, leading economists say the most severe cases are due to politicians’ failure to keep up with employers’ share of pension payments over many years (most public-sector workers also contribute toward their own pensions). Instead of setting aside money for future retirees, political leaders opted to defer their responsibilities, borrowing against the next generation of public school students and taxpayers.

Though some education reform advocates have dismissed the idea that districts can’t sufficiently downsize when students leave for charters—they chalk the problem up to bureaucratic recalcitrance—many people acknowledge that such expenses as pension commitments simply cannot be scaled back when student enrollment shifts. “Lifetime health benefits and defined-benefit pensions, sometimes guaranteed decades ago, have created ongoing costs for districts that are unconnected to revenues and enrollment and cannot be easily reduced,” Roza and Fullerton write.

Others disagree.

“The approach of the incumbents—the unions, the administrators—is to chain new teachers to the Titanic because they don’t want to let anyone escape,” says Michael Podgursky, a school finance researcher at the University of Missouri. “These young teachers, charter school teachers, TFA teachers, are cross-subsidizing the pension plans, so [the incumbents] don’t want to let anyone escape.”

He acknowledges that leaving districts to handle those costs alone as charters expand might make things more difficult for traditional school districts. But he says charters “didn’t make this mess.”

Josh McGee, a prominent pension reform advocate at the Laura and John Arnold Foundation, also thinks it would be wrong to ask charters to help pay down legacy costs, though he says it’s true it could be “cumbersome” if local districts have to pay the bulk of those pension liabilities alone. “But charter schools didn’t contribute to that legacy debt, nor can they raise funds from local taxpayers,” McGee says. “Charging charters for the unfunded liabilities that they weren’t around for is just a way to tax them and reduce their state aid.”

McGee says there is an argument to be made that local taxpayers should bear some of the pension costs, but suggests that states pick up the bills in order to mitigate any financial harm to school districts. Currently, according to Keith Brainard, the research director for the National Association of State Retirement Administrators, the source of the employer contribution varies across the country, ranging from local districts paying the full cost, to states paying the full cost, to “everything in between.”

Still, Brainard says, it would be fairly unusual for states that don’t currently pay the employer contribution to absorb those costs back from districts, as McGee suggests, though they could increase aid in other ways. In some places where states do currently pay the pension costs, like in Illinois, legislators are even trying to unload their pension obligations right back onto the backs of local districts. (The only district Illinois does not pay the pension contributions for is Chicago Public Schools.)

Some charter operators have begun to explore how they might extricate themselves from their state pension plans. “Charter schools are a cash cow for the pension plans, and once you’re in, it can be hard to get out—which is what a lot of operators face now,” says Podgursky. “As the costs are going up and up and up, many are saying ‘hey, we want out of here’—though generally escaping is hard.” In an effort to avoid adverse selection, pension plans do not typically allow individual schools to opt out.

As a result, some charter operators are turning to the courts. In 2013, charters in Georgia argued to the state supreme court that they shouldn’t be responsible to help pay down debt they didn’t create. Georgia’s high court agreed, and ruled that charters cannot be asked to share in the burden of paying down unfunded pension liabilities.

To complicate things still further, the question of whether charter employees should be eligible to participate in state pension plans remains unsettled. “They’re private employees for some things, like collective bargaining, but public for other things, like pensions,” notes Podgursky. Since 2011, the Internal Revenue Service and the Treasury Department have been scrutinizing this issue, and working to determine whether private charter teachers are “governmental” enough to participate in state plans. Asked to check on the status of this guidance, the IRS told The American Prospect that, five years later, it still has not been finalized.

For districts saddled with pension payments, the consequences can be severe.

“If the total payroll of the pension plan is slower than expected, by virtue of slow growth in the number of employees or slower growth in salaries, then there are fewer dollars available to fund the plan,” explains Brainard. Essentially, if charter schools do not participate in their state plan, either by not contributing to it as employees or not helping to pay down legacy costs, then there are fewer available dollars to pay down existing debts—obligations that cannot be “downsized” through layoffs or school closures.

In the absence of increased state and federal funding, tense battles over school spending are likely to be handled in piecemeal—and controversial—fashion. In 2015, for example, the Philadelphia School Partnership, a local philanthropic education reform group, offered to pay the Philadelphia School District $25 million in order to take the issue of stranded costs “off the table.” Partnership leaders wanted to push for more charter schools, without having to contend with school district worries about their fiscal impact. But the school district said the group’s offer was too low—generous, but insufficient to cover the yearly stranded costs they’d bear if more students were to leave for charters. Local advocates also protested the organization’s offer on democratic grounds.

“It would be a terrible mistake to take the money,” Susan Gobreski, the former executive director of the Education Voters of PA, told Newsworks at the time. “We cannot let benefactors make decisions like that. I’m very concerned about how much pressure is being put on the district to make decisions that are not in the best interest of the district or most of the kids in Philadelphia, and certainly not in the interest of Philadelphia as a community. This is ideology gone wild.

Tensions surrounding funding for the charter and traditional public school systems are not going away, and indeed are likely to grow more serious over time. While Bifulco and Reback offer some policy suggestions for ways to help mitigate financial stress as charter schools expand—such as constraining when students may enroll in charters in order to help districts plan their budgets more systematically—right now ideological divisions have left the two sectors at a stalemate. Charters market themselves as ways to “escape” failed school districts, touting their autonomy and independence. Traditional school districts resent charters for wooing away their students, and now fear charters are hollowing out their budgets. The bitter divide between education sectors has blocked cooperation and solutions. As the bickering over money continues, more and more public school students will likely cram into overcrowded classrooms, studying in schools without basic resources like textbooks, computers, teachers, and guidance counselors. With fewer and fewer dollars to go around, the price for policymakers’ impasse will invariably be paid by students.

 

 

Why the Dichotomy Between Racial and Economic Justice is A False One

Originally published in The American Prospect‘s Tapped blog on July 21, 2015.
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Yesterday, Vox’s Dara Lind published a post analyzing what this past weekend’s protests at Netroots Nation tell us about splits within the progressive movement. I personally don’t think Bernie Sanders handled the Black Lives Matter demonstrators very well, and I imagine his advisers had several serious conversations with him following the conference about how to better approach these voters going forward. He’s a politician—I’m pretty confident he’ll figure out how to campaign more effectively.

It’s the media analysis I’m more worried about.

Lind writes:

There is a legitimate disconnect between the way Sanders (and many of the economic progressives who support him) see the world, and the way many racial justice progressives see the world. To Bernie Sanders, as I’ve written, racial inequality is a symptom—but economic inequality is the disease. That’s why his responses to unrest in Ferguson and Baltimore have included specific calls for police accountability, but have focused on improving economic opportunity for young African Americans. Sanders presents fixing unemployment as the systemic solution to the problem.

Many racial justice advocates don’t see it that way. They see racism as its own systemic problem that has to be addressed on its own terms. They feel that it’s important to acknowledge the effects of economic inequality on people of color, but that racial inequality isn’t merely a symptom of economic inequality. And, most importantly, they feel that “pivoting” to economic issues can be a way for white progressives to present their agenda as the progressive agenda and shove black progressives, and the issues that matter most to them, to the sidelines.

We must push back against this false dichotomy of “racial justice progressives” and “economic progressives.” I think it’s a harmful way to frame what’s going on, and it suggests that we can have racial justice without economic justice, and that economic justice can come about without tackling racism. Neither is true, at all.

Racial justice amounts to far more than dismantling our racist criminal justice system and reining in police brutality. Affordable housing, public education, and quality health care are all issues that impact individuals directly based on class and race. Drawing imaginary lines between them just doesn’t work.

I’m not frustrated with the coverage because, as Lind suggests, I just want to defend Sanders. I am frustrated because attempts to separate economic issues—whether it’s jobs, or retirement savings, or health care, or prisons, or loans, or taxes—from racial justice, is a deeply troubling way to lead a national conversation about racism.