The State Indicators Database (SID), which is the School Finance Indicators Database's (SFID) primary product, includes approximately 125 variables, but this report focuses on three key school finance measures: fiscal effort, adequacy, and progressivity. This report discusses how states' systems tend to mediate the impact of economic downturns and…

This article examines and interrogates the formulas used to determine funding at both the designation and institutional levels for Minority-Serving Institutions (MSIs) and Asian American and Native American Pacific Islander-Serving Institutions (AANAPISIs), in the Coronavirus Aid, Relief, and Economic Security (CARES) Act and the Coronavirus…

"Making the Grade" provides an annual overview of the condition of school finance in all 50 states and the District of Columbia. The data in this edition gives a picture of states' investment in their public school systems in the 2019-20 school year, the historic moment when public education, and society at large, experienced the massive…

While there has been disinvestment into higher education, there is also a significant disparity in state investment for certain types of public institutions, specifically for less-resourced institutions such as HBCUs (Williams, 2020). There is not much literature that examines the relationship of formula funding or state appropriations on…

Financial scenario modelling appears to offer the potential to help universities cope with an uncertain funding environment. By means of a questionnaire survey of UK universities, supported by interviews with members of finance departments, this paper explores the prevalence and construction of financial models used for scenario analysis.…

Performance budgeting strategies have failed to realize the aspirations of their advocates for nearly 50 years. Performance budgeting underperforms because it is too simple a solution for complex problems. It overestimates the power of monetary incentives. Where improved performance can be easily achieved, it spends money where it is not needed.…

This exploratory study investigated how and to what extent reverse transfer has been implemented in Illinois, a state that did not receive funding as part of the Project Win Win (PWW) or Credit When It's Due (CWID) initiatives and where there are no statewide policies on reverse transfer. This mixed-methods study drew on survey and interview data…

The goal of this brief is to provide school district and school staff with tools to help make more effective and efficient use of resources, particularly American Rescue Plan ESSER III funding. ESSER III funding offers districts and schools an opportunity to not only support their immediate needs of safely reopening schools to in-person…

While a substantial body of research exists to demonstrate the benefits that choice policies such as education savings accounts (ESAs) have on various student, family, community, and societal outcomes, the fiscal impact of these policies is also an important part of the debate. This report examines solely the potential fiscal effects of…

Urban communities are typically remarkably diverse in residents' backgrounds, values, and views of the good life. The "community," then, is held together by a staggering number of relationships, compromises, habits, associations, and traditions that have been worked out over time. Dramatic change spurred by philanthropic initiatives can…

Financial barriers to education such as the payment of school fees have long been identified as a key driver of the perennially high out-of-school rates in developing countries. Accordingly, Ghana implemented the education capitation grant (CG) policy in 2005 as part of efforts to universalise access to primary education. At its core, the policy…

Among the 50 states, 44 use free and reduced-price lunch enrollment to identify low-income students. These data are also commonly used to allocate federal, state, and local funding to schools serving low-income children. School and district poverty rates, as determined by free and reduced-price lunch enrollment, additionally feature prominently in…

This paper is to analyze the 2007 reform of the higher education system in Portugal (RJIES), which ambitioned fundamental changes in the governance of universities, the option given to higher education institutions (HEIs) to be transformed into public foundations being only one element of the reform. Based on desk research, the key elements of the…

This brief describes how several commonly used per-pupil funding measures derived from federal data include passthrough funding in the numerator but exclude students attached to this funding from the denominator, artificially inflating per-pupil ratios. Three forms of passthrough funding for students not educated by the school district where they…

Disadvantage in schooling is often constructed as a crisis in need of fixing. Global policy reforms tend to emphasise that solutions for disadvantage often lie beyond the capacity of the state, necessitating private/philanthropic intervention. This paper seeks to contribute to this line of analysis by investigating the rise of philanthropy in…