Category Archives: finance

Todd Price for State Superintendent

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I hope to find the time to do a fuller analysis and endorsement, but meanwhile here is my letter to the editor version.

As State Superintendent of Public Instruction Todd Price will be the uncompromising advocate for our students and our schools that Wisconsin needs.

Each day that we continue to accept reasons to resist change is a day that Wisconsin’s commitment to excellence in public education is in jeopardy.  Our way of funding education is broken.  Merrill has laid off 10% of their staff; failed referenda this Spring in Appleton, Salem and elsewhere would bring larger class sizes; Holmen and other districts can no longer afford to participate in the proven but underfunded Student Guaranty in Education (SAGE) class size reduction program; Madison gutted locally funded class size reductions two years ago and there is no official talk of restoring them.  Todd Price is committed to fixing this broken system not finding excuses to preserve the status quo.

On school finance; testing and accountability; green, sustainable schools; proactive school climate and safety, the failures of No Child Left Behind; and other pressing school matters, Todd Price is the only candidate who will work to find and implement solutions immediately.  The future can’t wait.  Vote for Todd Price.

Here is a message from Todd’s campaign telling how you can help:

We’re lucky to have such a viable candidate running for Wisconsin State Superintendent of Schools in the February 17th election. The campaign needs your help to get Todd Price elected! Visit Todd’s website.

Here is what you can do:

***Donate! Because of the wonders of the internet money can be transmitted, and used on web advertisements very quickly. . If we can raise enough in the next week, we qualify for $98,000 of State Election Fund dollars! Every dollar helps.

***Invite your friends to join the Facebook group and post it to your profile by going to the group page and clicking Share+ on the right-hand side and select Post to Profile.

***Write a letter to the editor.

***Part of an organization that will endorse Todd? Let us know at: Contact@toddprice.org

***Oh yeah, vote for Todd Price February 17th!

An AP wire story speculated that turnout might “barely break double digits,” so every little bit of help could be the difference in a crowded primary. So please help if you can.

Thomas J.  Mertz

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School Finance Network Releases Funding Reform Proposals

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The School Finance Network (SFN), a coalition of nine organizations “committed to strengthening our system of public school funding,” will be presenting their plan to the public and the media today and Wednesday (2/3 and 2/4).  Their website is up.

Locally, there will be a press conference with Madison School Board Member Beth Moss and State Rep. Sondy Pope-Roberts at today at 12:30 p.m., Glacier Edge Elementary School, Verona.

SFN has been at work on this for a long time.  They have produced a very good set of proposals.  Check it out, get involved, take action.

CAST is working with SFN coalition members and others to make sure that school funding is addressed in a positive way this legislative session.  Contact CAST: madisoncast@sbcglobal.net.

More here from the Milwaukee Journal Sentinel and an earlier statement from Rep. Pope-Roberts here.

Thomas J.  Mertz

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Education in Doyle’s “State of the State” — The Road to Ruin

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I’m having some trouble understanding what Governor Jim Doyle meant to communicate about education and education finance in his State of the State speech.

There was at least one good thought on the topic, I’ll give him that:

A second grader is not going to be able to come back when the economy is better and pick up where she left off if we fail her today. An older person can not check out of a nursing home and come back in a few years. There are basic needs our state has always met, and just as our predecessors met them in the most difficult times, we have a responsibility to meet them today. yesterday.

But there was also a rephrasing of his new oxymoronic slogan:  “Staying even is the new increase.”  I wonder how that formulation would be scored on a WKCE Reading or Math test?

To make matters worse, after stating that schools are among his top priorities and mislabeling the effective cuts of stable dollar funding as an increase, he continued:

And I am not going to say education funding is off limits. But I will not allow cuts that ruin the quality of our classrooms (emphasis added).

This is the new standard — anything short of “ruin” is OK.  Talk about setting the bar low.  Remember when we used to talk about quality education for all.  I do.

Hell, I remember when Doyle did:

It means fixing our broken system of school funding, and making an ironclad guarantee to every Wisconsin child that this state will give you a good start in life a quality education that enables you to succeed in tomorrow’s economy.

Governor Jim Doyle, 2002 victory speech

It gets worse.

Doyle apparently still sees a need for school finance reform, but his prescriptions are out of whack, or maybe just whack.

We can change school funding in a way that encourages the hiring and retention of good teachers, provides for high standards and encourages efficiencies in our school districts. We can take these steps to make sure our kids get a great education.

The first sounds like “merit pay,” which means asking cash strapped school districts to spend more on (some) teachers.  Explaining how “high standards” will fix school funding is beyond me (and I would guess beyond Doyle to0).  This brings us to the vaunted efficiencies.

For 15 years Wisconsin districts have sought and found efficiencies in order to balance budgets under  broken system based on a structural gap between mandated costs and allowed revenues.  Any reader of AMPS should know that in most districts the vast majority of potential savings via efficiencies has been long exhausted and that for years the cuts have been harming, if not ruining “the quality of our classrooms.”

If you want further evidence, just look at the operating referenda scheduled for this Spring and what districts are asking for.

  • Bowler, Herman, Loyal, Medford, Reedsville , Siren and Waupun aren’t very specific, only asking something like Siren’s “sustaining operating expenses with which to maintain the current level of operations.
  • Waupun also asks for funds  “for non-recurring purposes consisting of acquiring educational resources including textbooks and classroom support materials.”
  • Ripon also wants to fund “replacing textbooks” and in addition for “updating curriculum, updating technology, performing maintenance and replacing vehicles.”
  • Middleton-Cross Plains wants funds for “acquisition of instructional materials and instructional technology” and “operating expenses of a new elementary school.”
  • Salem’s ask is clear: “for non-recurring purposes which would prevent further cuts to student’s educational opportunities and prevent an increase in class sizes.”

Books, class size, technology, maintenance…As a state we should do everything in our power to make sure that these basic educational expenses are met.  We don’t.

Governor Doyle knows that and his two-faced “prioritizing” of education while doing nothing to fix a system he himself has called broken is leading us down the road to ruin.

While on the topic of leadership I want to add that the Wisconsin Association of School Boards and Superintendent of Public Instruction candidate Tony Evers both praised Doyle’s remarks on education.   I know all about catching more flies with honey than vinegar, but I think that in this case those who have spent too long in the royal court can no longer even tell when the emperor has no clothes.  Or maybe they can tell, but just won’t.

Thomas J. Mertz

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Jim Doyle, a Governor for 1984?

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“Not getting cut is the new increase in this budget.”

Wisconsin Governor Jim Doyle speaking to the Wiscosnin Association of School Boards Convention.

1984, David Bowie (click to listen or download)

There were lots of rumors about Doyle seeking a position in the Obama administration.  Since that didn’t happen it appears that he is angling for a gig with the Ministry of Truth, who gave us such slogans as “War is Peace” and “Ignorance is Strength” in George Orwell’s 1984.

Thomas J. Mertz

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Andy Hall, Moving On

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Andy Hall, long time education reporter for the Wisconsin State Journal is leaving the paper to start a nonprofit Wisconsin Center for Investigative Journalism. Andy is a fine reporter and will be missed.

Andy writes clearly and always does his homework.  Part of the project at AMPS has been to improve understanding of education issues by addressing the failings of the media coverage; I don’t think we’ve ever seen a need to use one of Andy’s stories as an example of what’s wrong.

Beyond consistently excellent coverage of the Madison schools, he derserves special praise for his 2007 “Squeezing Schools” series, which has had a statewide impact by doing much to enhance comprehension of Wisconsin’s broken school finance system.

This is the kind of thing we need journalists to do more of.  A couple of quotes from Andy indicate that continuing this sort of work is the mission of his new undertaking.

“Mainstream journalism is in economic trouble, but the needs of our democracy are greater than ever,” said Andy Hall, executive director of the center and its sole initial employee.”

…”He said the mission is to protect the vulnerable, expose wrongdoing and seek solutions to pressing problems.”

We wish Andy and the Center the best!

Thomas J. Mertz

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Quote of the Day – “A better approach”

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A better approach for state leaders is to concentrate on closing the gap between what the state requires school boards to spend and the amount the state allows school boards to collect in revenue.

Wisconsin Sate Journal, editorial January 6, 2009.

The larger point of the editorial — that those considering getting rid of the QEO without providing a means for additionally  revenue are  irresponsible — is correct also.

Thomas J. Mertz

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Education Stimulus?

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Governor Doyle joined with his counterparts from NY, MA, NJ and OH in a conference call outlining their priorities for a stimulus package. The request includes $250 billion for education (including higher education) over the next two years.

I can’t find details of any specifics except a disturbing mention from Doyle that there should be a requirement that states spend at least as much as they had in 2006 on education.  I don’t think taking steps backward is the way to go.

President-Elect Obama gave vague lip service to education in his radio address this week.

Our Senator Russ Feingold made no mention of education in his list of priorities for 2009.  You can let him know that this isn’t acceptable here.

An earlier discussion of education and the stimulus from EdWeek here and related posts on AMPS here and here.

Thomas J. Mertz

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Why would anyone listen to these people?

Whitney Tilson - Working to bring the magic of the market to education

Whitney Tilson - Working to bring the magic of the market to education

I was reading this New York Times article (Uncertainty on Obama Education Plans) and this got my attention:

One former Teach for America official who has been outspoken is Whitney Tilson, a New York mutual fund manager.

In a recent blog entry, Mr. Tilson said of Dr. Darling-Hammond, “She’s influential, clever and (while she does her best to hide it) an enemy of genuine reform.”

Mr. Tilson is on the board of Democrats for Education Reform, a political action committee based in New York.

Mr. Tilson is a top tier education DINO. He advocates an anti-Union, data and test driven version of  “accountability” based on a market, business, privatization model (see here for more on this mindset).

His expertise is based on a short stint in the classroom via Teach for America and his “success” in the financial industry.

I thought it would be good to examine that “success.”

According to the latest available report from  Tilson Mutual Funds (dated April 30, 2008, well before the current meltdown), one of the funds he controls underperformed in comparison to both the Dow Jones Wilshire 500 and the S&P Total return indices both in the prior year and since its inception.  In fact, this fund lost 10.03% of value after taxes .  You would have done better stashing your money in an old sock than investing in this fund.

The other fund did a bit better, losing only 4.44% of value after taxes and outperforming the Dow Jones, but not the S&P.  The old sock would still have been a better choice.

The year to date on one fund is -23.48%; on the other it is -45.19%.  That old sock is looking better and better.

Tilson isn’t even good at his “day job.”

Why would anyone listen to these people on education?  Why would anyone think that “market driven education reform” as pushed by the very people who profited while creating our financial crisis was a good idea?

I don’t get it.

Thomas J. Mertz

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WAES School Funding Update, 12/1/2008

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    The Wisconsin Alliance for Excellent Schools (WAES) is a statewide, independent, membership-based organization of educators, school board members, students, parents, community leaders, researchers, citizens, and community activists whose lone goal is the comprehensive reform of Wisconsin’s school-funding system. If you would like more information about the organization — or on becoming part of WAES — contact Tom Beebe at 920-650-0525 or tbeebe@excellentschools.org.
    *******
    New report calls for balanced approach to solving fiscal deficit

    Most of us who fight for school-funding reform now understand that underfunded schools are just one symptom of a crisis in public structures. To save those services that level the playing field for all of us, we will need a balanced approach to government that includes new revenues as well as prioritization of spending and cuts in non-essential services.

    To answer the constant drumbeat calling for smaller government and no tax increases, a new report details “an inventory of options for reforming the state’s tax system and finding a balanced approach for filling the deficit.” “Catalog of Tax Reform Options” (http://www.wisconsinsfuture.org/publications/taxes/1108WI_TaxReformOptions.pdf) was authored by the Wisconsin Council of Children and Families (http://www.wccf.org/) and the Institute for Wisconsin’s Future (IWF at http://www.wisconsinsfuture.org).

    IWF’s Jack Norman, along with the report’s other authors, talked about the report in the Nov. 22 edition of the Milwaukee Journal Sentinel in an opinion piece entitled “How to raise money for our state (http://www.jsonline.com/news/opinion/34903414.html).” Norman was also Ben Merens’ guest, Nov. 24, on “At Issue” (http://www.wpr.org/merens/index.cfm?strDirection=Prev&dteShowDate=2008-11-24%2017%3A00%3A00) on Wisconsin Public Radio.
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    Budget cuts could degrade Rhinelander High School

    Rhinelander Board of Education meetings are very well attended these days as the community discusses the future of their children’s education in light of a failed Nov. 4 referendum. Recent discussions are centering on moving back to a seven-period day at the high-school and put the hockey and swimming teams on the budget chopping block in light of the need to trim about $2 million from the district’s 2009-10 budget.

    Rhinelander implemented a four-period day 10 years ago because it was good for kids. High school Principal Terry Fondow told the board recently, however, that “because of the district’s fiscal reality” he was proposing moving back to a seven period day. This would mean reducing the number of graduation credits and advanced placement courses, increasing the student-teacher ratio, and eliminating staff. Fondow said, “It’s no doubt that I’m proposing a degradation of the high school, both in breadth and depth (http://www.newsofthenorth.net/article.cfm?articleID=24365).”

    Board President Chuck Fitzgerald told the audience at a recent meeting that the group would be considering budget cuts into April or May, but that athletic programs will be among them (http://www.newsofthenorth.net/article.cfm?articleID=24390). He explained that one proposal is to close the swimming pool which would mean the elimination of the hockey and swimming programs, both of which use the pool.

    Proposing the cuts, administrators said they worry they will damage education. “We are now at the level of cutting severely into what is good for children,” said co-assistant superintendent Carole Witt Starck.
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    Proposed cuts in Merrill could “damage education”

    Options is the key word in the Merrill School District as the community looks to make $750,000 in for the 2009-10 school year (http://www.wausaudailyherald.com/article/20081202/WDH0101/812020464/1981). This discussion also follows on the heels of an unsuccessful referendum to exceed revenue limits ($2.9 million) on Nov. 4.

    Merrill has cut its budget each year since 2000-01, and, during that span, has cut $5 million. Recommendations include eliminating the positions of three literacy teachers, cutting two teachers in high school elective courses, eliminating a middle school band teacher (reducing lesson and instruction time), and eliminating fourth grade at Maple Grove Elementary School by splitting the students among third- and fifth-grade classes.
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    Rural school finance is subject of Dec. 10 “webinar”

    Rural School and Community Trust (http://www.ruraledu.org) will be holding a webinar — a web-based seminar — on the top 10 things you can do to improve Wisconsin’s financing of rural schools. The event will be held on Wednesday, Dec. 10, at 1 p.m. and consist of a conference call and a slide presentation.

    Amanda Adler, director of the Rural Education Finance Center, will host the discussion.

    Webinars are a regular benefit to members of the Rural School Innovation Network (RSIN), but they are also open to non-members for a fee of $45. For more information on this event or joining the RSIN, go to http://www.ruraledu.org/site/c.beJMIZOCIrH/b.3937703/k.5F87/RSIN_News_and_Updates.htm.
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    Waupun hopes third time a charm for referendum

    In an effort to keep two schools open, the administration of the Waupun School District recently came forward with a $3 million “high-stakes referendum” for the April ballot (http://www.fdlreporter.com/article/20081203/FON0101/812030440/0/FON0201).

    In the past two years, voters have rejected two operational referenda. The decision to try again was among seven options outlined to balance the 2009-10 budget and beyond. One Waupun resident said “we have to make it clear (to voters) what will happen if this referendum fails. If people realize these schools will close or their child has to ride the bus over an hour every day, they might vote a little differently.”

    Closing the two schools would save over $400,000. Other options for reducing the budget include cutting additional personnel, a wage freeze for non-represented employees, eliminating four athletic teams, cutting middle school extra-curricular activities, and abolishing the police liaison position.
    *******
    Membership in WAES is more important now than ever

    Two organizations and three individuals are the latest welcomed additions to WAES, a diverse, statewide coalition working for school-funding reform. Joining are Glorie Salas, Ken and Kim Bates, the Neshkoro School Visioning Committee (in the Westfield School District http://www.westfield.k12.wi.us/), and Price County Citizens Who CARE, the group that “started” the school-funding reform movement in Wisconsin when members walked from Butternut to Madison about 10 years ago to “talk about” their problems with the present finance system.

    If you haven’t joined the effort to bring the reform message to everyone, do it now. WAES is an independent, non-profit, dues-supported organization. If we are going to organize communities around the state for change, we need your talent, your time, and your financial support. Go to http://www.excellentschools.org/about/join.htm … it’s quick, it’s easy, and you can join online.

    When you pay your dues, you are helping to finance the core educational mission of WAES. Numbering 120 strong organizations and individuals, our mission is to make sure that as many people as possible get the message of reform. We do that by traveling around the state and holding school-funding change discussions in church basements, schools, kitchens, and meeting halls. You can find out how to bring this message to your community at http://www.excellentschools.org/calendar/SchoolFundingWorkshop.htm.

    Thomas J. Mertz

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    Education Tweak, Winter 2009

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    Click on image for pdf

    Enjoy.

    Thomas J. Mertz

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