Investigates the effects of including an income factor in a power equalization aid formula. Some evidence indicates that a power equalization formula with recapture and with an income adjustment may substantially achieve the objective of making education expenditures independent of the wealth of the local district. (Author/IRT)

The change in the equality of per-pupil expenditures of 22 metropolitan Milwaukee school districts before and after the implementation of the Wisconsin new power equalization formula for school finance is investigated in this study. The equality of per-pupil expenditures for line items that compose the current operating expenses of a school…

This study is an attempt to obtain a national assessment that could help inform federal policy. The study looks at all the states in order to obtain an assessment on a consistent basis, is based solely on results of reform--disparities in the distribution of education funds, and examines not only the state's status in a recent time period but also…

This study is the first of five studies assembled by the budget committee of the Iowa general assembly to provide information regarding the financing of education by state government. It analyzes general appropriations in the state of Iowa between 1960-76 and compares Iowa's appropriations with those of other states. The results indicate increased…

This handbook is one in a series prepared for use at workshops designed to help teachers, administrators, and legislators understand and deal with the intricacies of school finance equalization plans in their states. Michigan's education finance plan is discussed in this particular book. Chapter 1 discusses how Michigan's plan undertakes its…

Utah's school districts receive equalization aid under the state's school finance program. Funds are distributed on the basis of weighted pupil units and are allocated among a number of specific programs. This document consists of tables and graphs displaying the allocation of these funds to Utah's 40 school districts during the 1982-83 school…

As a base for evaluating the need for further federal involvement in school finance, this study examines changes that have taken place in the distribution of resources within the states. It examines the effectiveness of school finance reform solely in terms of results--the resource levels made available in the school districts of a state and the…

This paper describes funding formulas for the new Foundation School Program in Texas enacted under the Education Opportunity Act (H.B. 72), raises issues that have accompanied its first year of implementation, and provides preliminary data to compare prior and existing law. The state finance system, which previously distributed state aid according…

This paper outlines the historical background leading to the California Serrano vs Priest decision, discusses the implications of that decision, and suggests what might be done to fashion the elements of a State aid formula to meet the tests of equity and fairness demanded by Serrano. The author presents the various equalizing formulas and…

The Arkansas school finance equity suit titled "Lakeview vs. Tucker" was heard in 1994, and the state funding formula was declared unconstitutional. With much difficulty, a new law was passed to combine a number of previously categorical funds into the instructional budget. However, the constitutionality of the new law remains in…

Wide scale reform in Texas education financing was enacted in 1984 under the Equal Education Opportunity Act (Texas House Bill 72). This paper examines the reform through an analysis of the newly enacted weighted pupil Foundation School Program (FSP) during the 1985-86 school year. Two modes of inquiry were used: correlational analysis between…

This bulletin presents both the statistical and financial data of the Estimated Annual State-Supported Minimum School Program for the 40 school districts of the State of Utah for the 1984-85 school year. It is published for the benefit of those interested in research into the minimum school programs of the various Utah school districts. A brief…

A reform in the grant-in-aid system passed in Illinois in the summer of 1973 was evaluated. The State Changed on that date from a foundation system to a district power equalization system. Operational definitions of fiscal policy goals, such as fiscal neutrality and permissible variance of expenditures, were established and measurements taken…