Monthly Archives: October 2009

Headline of the Day — “School budget decreases, tax levy increases”

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Parilament, “Up for the Down Stroke” (click to listen or download)..

This headline from the the Beaver Dam Daily Citizen succinctly captures what is happening all over Wisconsin, including Madison.  This is what the Wisconsin Alliance for Excellent Schools and the School Finance Network are talking about here.  This is why we need Pennies for Kids to meet the unfolding crisis and why we need comprehensive reform to assure a strong and prosperous future for our state.  This is why you need to get involved.

Here are excerpts from the story on the Waupun Area district:

School budget decreases, tax levy increases

…“It’s a concern Randy [Refsland, district administrator] and I have because next year’s budget might look even tougher,” Zeininger said. “The state of Wisconsin is in bad shape and I think it’s going to take longer than just this year to turn things around.”

…“With economics the way they are, I have real sympathy for the tax payers,” Lori Lemmenes, school board president, said. “We also need to look to the future.”

Really, the headline says it all.

Thomas J. Mertz

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Doyle Races for the Top and One Reaction (and one more, updated)

Wisconsin Governor Jim Doyle held events around the state today to tout the work being done on the Race to the Top application.  You can read the press release here and reports here and here (more on AMPS in the coming days).

The Wisconsin Alliance for Excellent Schools was first out of the blocks with a reaction. WAES notes that this set of proposal comes at a time when districts around the state are raising property taxes and cutting programs.

Governor Jim Doyle has introduced a plan to exempt from revenue limits school districts that meet specific criteria. The plan does recognize the need for change in the funding system, but it fails to address the crisis our schools find themselves in and doesn’t start the fundamental restructuring of our school finance laws that is so badly needed.

“While we appreciate the governor’s efforts to address the problems, the plan just doesn’t get the job done and continues the trend of shifting the responsibility for funding schools onto local property taxpayers,” said Kim Suhr, co-founder of GrassRoots of Waukesha County and a member of the board of directors of the Wisconsin Alliance for Excellent Schools (WAES).

“The fact is that the way we fund schools is broken. Wholesale reform of school funding is needed now─reform that benefits both children and their communities.”

First, however, Wisconsin needs to quickly reverse the trend of declining public school aid started in the 2009-11 state budget. In total, 336 school districts lost over $175 million in general aid, a cut of over 15 percent for many communities and 10 percent or more for 181 districts.

“After 15 years of cuts to programs and services under the present funding system, that is unacceptable,” Suhr said. “The best way out of our current economic downturn is to graduate the best trained and educated young people possible from our schools. Decreasing that investment in public education is heading in the wrong direction.”

As a matter of fact, in his announcement today, the Governor had many good arguments for a longer school year, longer school days, and many other suggestions for better educating children. We need to have discussions about the educational merits of those proposals, but in many case such changes will require additional funding.

The WAES statement points to confusing fact that the programs proposed in this scramble for approximately $80 million in one-time federal funds cost money, money that districts do not have because the recent state budget included lower revenue caps, a cut in state funding of $535 million over two years, and increased the school levey credit by $352 million (the levy credit is called “state aid” by Wisconsin, but not a penny goes to schools).  The first step toward educational excellence has to be getting state support to the level it should be.

WAES also has an idea for that, a Penny for Kids dedicated sales tax.

To address the crisis by getting needed revenue back into schools as soon as possible, WAES has proposed “Pennies for Kids,” a plan to increase Wisconsin’s sales tax─one of the lowest in the country─by one-cent. Suhr said that will raise about $850 million a year that could be used to educate children and lower property taxes in every community in the state (2009 Wisconsin Act 28, 2009-11 State Budget; Summary Tables and Charts, July 22, 2009).

A discussion of the Governors proposals could be good for education in Wisconsin.  Whatever reforms are eventually enacted and whatever the result of Wisconsin’s Race to the Top application; if there aren’t provisions for adequate, equitable and sustainable investments, all the good ideas in the world won’t make a bit of difference (see what is happening with SAGE for an example).  A Penny for Kids could make  a big difference.  Pennies add up.

For an AMPS post on an earlier version of the Governor’s proposal, see here.

Update

The School Finance Network has  issued a statement.  SFN also zeroes in on the lack of attention to needed educational investments.

Earlier today, Governor Jim Doyle proposed exempting school districts that meet specific criteria from revenue limits. While the governor’s proposal reflects Wisconsin school districts’ need for greater flexibility, it falls well short of the fundamental restructuring of our school finance laws that is so badly needed.

“While we appreciate the governor’s efforts to address the problems with school funding in this state, his proposal simply papers over holes in the current funding plan and continues the trend of shifting the responsibility for funding schools onto local property tax payers,” said Jill Gaskell, Legislative Liaison, Wisconsin PTA. “Wholesale reform of school funding is needed now – reform that benefits both children and their communities.”

….It is important to note that revenue limits were brought in as part of the state’s commitment to funding two-thirds of the costs of schools. Over the years, that support has decreased considerably, creating a situation where the cost of schools has been increasingly shouldered by local taxpayers.

“The state continues to pass the school funding buck to local property tax payers,” said Gaskell. “The governor’s plan simply speeds that process up.”

Allowing for greater property tax increases is not only bad in theory, in practice very few districts will be able to take advantage of the offer. With the recent shift in education investments from state aid to local property taxes, more and more districts are already unable to reach their revenue limits. This situation has become so pronounced that Assembly Bill 461 has been introduced to make sure that districts that go under the limit are not punished with lower limits in future years.

SFN closes by pointing to the advantages of their proposals

Instead of piecemeal reform and the continued burdening of taxpayers, a statewide coalition of educational and community-oriented organizations, known as the School Finance Network (SFN), is suggesting that structural reform of school financing should be made now.

The School Finance Network has identified flaws in the current system and its plan bolsters efforts to comply with the Vincent v. Voight court ruling, which requires the state to take into account districts with disproportionate numbers of disabled students, economically disadvantaged students, and students with limited English language skills.

SFN has determined that overall annual increases in allowable funding fail to keep pace with real world costs over which school districts have little to no control, such as utilities and transportation. By crafting proposals to fix these flaws, the SFN proposal will allow school districts around the state to maintain coursework in art, music, foreign language, business, and vocational training, all of which are now being cut, providing children with high quality education for which this state has a proud tradition.

More in the coming days and weeks.

Thomas J. Mertz

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SAGE on the (Chopping) Block

chp_socratesAs the struggles of underfunded education in Wisconsin continue some of our best programs are being placed in danger.  This is starting to happen with the Student Achievement Guarantee in Education (SAGE) initiative and like so much else will be worse in the 2010-11 district budgets.

SAGE includes four components:

  • class sizes of no more than 15:1 in grades K-3;
  • increased collaboration between schools and their communities;
  • implementation of a rigorous curriculum; and
  • improved professional development and staff-evaluation practices.

All of these are to one degree or another “best practices” backed by research and common sense.

While good, SAGE isn’t perfect.  Only a limited number of SAGE contracts are available, meaning that some districts don’t have access to the program and others like Madison must make hard choices about where to implement SAGE.   SAGE is supposed to be targeted to children in poverty, but there are no direct strictures requiring a certain number or percentage  of students in poverty in the SAGE contracts.  Unlike the more comprehensive poverty aids in the School Finance Network plan, SAGE is limited to only those students in the earliest grades.  On top of all this, SAGE is woefully underfunded, requiring extensive money from district’s general operating budgets for implementation in in all schools but those with the highest poverty levels.

I’ve written about these issues before; recent events have made them more relevant than ever.  SAGE is currently funded by the state at $2,250 per low income student in a SAGE classroom.   If you have nearly 100% poverty this funding covers the cost of the additional class rooms and teachers needed to reach 15-1 ratio; as the poverty percentage goes down, the need for local funding to reduce class size goes up (see some calculations here).  One unfortunate ‘solution” that has been broached is to concentrate students in poverty in certain schools.

Madison has mostly used a percentage over numbers approach, meaning that SAFE contracts have been assigned in a way that serves the schools with the higher percentages of students in poverty, but not the highest numbers of students in poverty.  This is because implementing SAGE in a large scho0l with a middling poverty level is expensive.  I think (I’m not 100% sure) , in part due to this approach the MMSD budget passed in May projected that there would be 100 fewer children in poverty in Madison SAGE classrooms.

The reality is that as general operating budgets get squeezed, the local funds won’t be there, even the promise of the SAGE partial reimbursement will not be enough and districts will abandon the program.  As 2009-10 district budgets are finalized, SAGE is on the chopping block.

A school in Wisconsin Rapids came close to losing SAGE because they couldn’t meet the 15-1 ratio, but the Department of Public Instruction gave a temporary waiver.  The future status is still undecided.

Superior is also requesting a waiver.  Without the waiver, the district will have to spend an additional$240,000 to meet the 15-1 ration.   Even if the waiver is granted,  Superintendent Janna Stevens “intends to assemble a group to look closely at SAGE and determine the program’s future in Superior.”  this doesn’t sound too promising.  Business manager Jack Amadio has described the general operating fund as cut “to-the-bone” and projects “another tough year in 2010-11.

“We’ll start looking ahead because we know we’ll have to trim some more out of 2010-11,” Amadio said. “We’ll try to do whatever we can. Maybe we’ll try to limp through for a year, and hopefully in the next biennium, the 2011-13 biennium, there might be a rebound.”

It will take more than hope, it will take action on the part of our elected officials.

Stevens Point has a referendum on the ballot Nov. 3.  If that does not pass, SAGE will be among the items considered for cuts in 2010-11.

I’m guessing SAGE will be targeted for cuts in many more districts in 2010-11.   This is what is happening with class size reduction in California.  California once had a proud public school system, but the anti-tax crowd drowned out common sense, state support kept getting cut and now points of pride are getting scarce.

We can’t let Wisconsin go down this path.  Somebody has to stand up for the good public education does and advocate for full funding.  Recent events and statements indicate that it won’t be our elected officials of either party, so it has to be you and me.  Get involved.

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Quotes of the Day — Compiled by Edwin C. Mertz

Dad-cropMy father, Edwin C. Mertz, died last week.

Shortly before he died he gave me a little book where among lists of many things he had recorded some quotes that had struck him in some way.  Here are three.

“There is a lot to be said for making people laugh. Did you know that’s all some people have? It isn’t much but it is better than nothing in this cock-eyed caravan.”

From the movie Sullivan’s Travels.

“What I want is so simple I almost can’t say it: elementary kindness.   Enough to eat, enough to go around. The possibility that kids might one day grow up to be neither destroyers nor the destroyed.”

Barbara Kingsolver

“We ended legal segregation. We ended the idea that you can send a million soldiers ten thousand miles away to fight in a war that people do not support. We ended the idea that women are second class citizens…we were young, we were reckless, arrogant, silly,  headstrong – and we were right.”

Abbie Hoffman

Thomas J. Mertz

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Looking to the Future: The Crystal Ball on 2010-11

alexander_the_mentalist_crystal_seer_poster-p228218383358690222qzz0_400There is much appropriate attention on how Wisconsin school districts are dealing with the decreases in state aid and well below cost-to-continue revenue limit increases in their 2009-10 budgets.    More attention needs to be given to 2010-11.

The state budget came too late for many districts to make extensive cuts in programs and services (although Oshkosh closed two schools and districts around the state have scaled back), instead districts are spending down fund balances, refinancing to shift the costs to the future and raising property taxes to get through the year.

They are also planning for cuts in 2010-11.  Here is a sample of what school district officials from around the state have been saying recently about their budgets in the future.

Next year could be even worse for property taxpayers. The district projects a jump of $192.50 in taxes on a $250,000 home.

“These (numbers) are ugly,” said Kass. “What I try to do is always show what I believe to be the worst-case scenario. We have 12 months to figure out what areas of flexibility we have. We’ve done a lot of stuff this year. The problem is, when you come up with ways to address those concerns, they’re not there every single year. Areas like decreasing our debt service, which we’re able to do through some refinancing – that’s not going to be there in the future.”

Madison Asst. Superintendent Erik Kass, quoted in the Wisconsin State Journal.

Even with the 8% increase, it is anticipated that deep budget cuts of over $1 million will be necessary for the 2010-11 school year.

River Falls Superintendent, Tom Westerhaus.

While the district finalizes the 2009-10 budget, officials are already preparing for foreseen difficulties in the 2010-11 budget, for which stimulus money would not likely be available and which may further be hampered by changes in state law.

HalesCornersNow on the Whitnall School District.

School Board member Dave Szychlinski said it was a tough budget to prepare in light of the recession, especially given many residents’ own financial battles.

“We know that people are struggling, many people in our community have lost their jobs, and yet we have an obligation to prepare our young people for their futures,” he said.

The district was forced to make some tough decisions because of losses in state aid, and officials made about $833,500 in cuts, he said.

Next year will likely bring more cuts, Szychlinski added (emphasis added).

Franklin Board of Education Member Dave Szychlinski quoted in FranklinNow.

Despite last year’s surplus, [Reedsburg School District Business Manager Pat] Ruddy anticipates major deficits in the future if enrollment holds steady — as much as $1.2 million in 2010-11.

Reedsburg School District Business Manager Pat Ruddy quoted in the Reedsburg Times Press.

With the recent repeal of the state’s qualified economic law aimed at limiting teacher salaries and a shortfall in state aid, the district’s budget woes promise to only get worse, [Greenfield Superintendent Conrad] Farner said (emphasis added). School officials say the 15.1 percent drop in state aid was the main reason for the tax levy increase.

Farner and other school officials urged the public to contact their state representatives to voice concern over school funding mechanisms.

Greenfield School District Superintendent Conrad Farner in GreenfieldNow.

The projection for the 2010-2011 school year includes further reductions of teaching and support positions as the district continues to meet the challenges caused by declining resident enrollment.

MequonNow on the Mequon-Thiensville School District.

[Menomonee Falls School District Director of Business Service Jeffrey] Gross is projecting a $1.6 million deficit in the 2010-11 school and a $2 million deficit the year after that.

Menomonee Falls School District Director of Business Service Jeffrey Gross in MenomoneeFallsNow.

Neenah faces a $2.8 million budget deficit in 2010-11 after its $6 million in referendum money runs out. The shortfall represents about 3 percent of the proposed 2009-10 budget of $84.1 million.

The Northwestern on the Neenah School District.

He [Randy Fredrikson, district administrator for Two Rivers Public Schools] said the district will face similar financial circumstances next year.

“It’s not a one-year ‘we’ll get through’ (situation),” he said. “This is going to be the way it is in school budgets for a while.”

Randy Fredrikson, District Administrator for Two Rivers Public Schools in the Northwestern.

School boards across Wisconsin are developing their budgets for the 2010-11 school year, and the early calculations aren’t looking good for property taxpayers.

Appleton Post Crescent editorial “Blame school tax hikes on state budget.”

Something needs to be done for both the long and short term.  The long term answer is comprehensive school funding reform along the lines proposed by the Wisconsin Alliance for Excellent Schools (WAES), the School Finance Network and others.

The short term must come first and the answer is the Pennies for Kids dedicated sales tax for education proposal WAES is working on.

The prognostications quoted above are only about the 2010-11 budget; looking  beyond next year, the future of our state and our children are at risk if action is not taken to head off these scenarios.

Thomas J. Mertz

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WAES School-Funding Reform Update — “Pennies for Kids”!

waesgraphicFrom the Wisconsin Alliance for Excellent Schools.  Table of contents below, click here for the a pdf of the full update, click on linked items for related content on AMPS.

I also want to highlight the most important and exciting item:  the “Pennies for Kids” dedicated sales tax campaign.  This is a major initiative to try to get our state lawmakers to enact a new revenue source for investments in education.  Although not the “big fix” comprehensive reform so many of us have been working for, it would provide crucial resources to meet the growing crisis caused by decreased state aid and rising school property taxes, while simultaneously moving Wisconsin closer tor adequate, equitable and sustainable school funding.  Watch for more in the coming weeks and months (Disclosure:  I am on the Board of WAES).

Here is what the WAES update has to say:

As crisis grows, WAES goes after “Pennies for Kids”

The crisis of funding in Wisconsin ’s public schools is so deep and so wide that immediate legislative action is needed to just protect the education our children have now─much less the education they deserve in the future.

To address that crisis, WAES has launched “Pennies for Kids,” a campaign to raise the sales tax one-cent to help fill the gap in public school funding created by the 2009-11 budget and to try to keep the lid on property taxes. At the same time, WAES will continue to work for comprehensive reform, understanding the long-term answer to the problem is a new, sustainable funding system that recognizes the needs of children and the goal of quality education for every student.

If passed, a one-cent increase in the sales tax will raise about $830 million annually. According to the plan being worked out by WAES members, the largest portion of that revenue would be devoted to children in classrooms through increases in categorical aid. Additionally, because it would increase the state’s share of school aid “Pennies for Kids” would slow increases in property taxes expected in the wake of the most recent state budget. To find out more about this new initiative — and to find out how you can get involved — got to http://www.excellentschools.org.

WAES School-funding reform update, week of Sept. 28

Thomas J. Mertz

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