Publications & Resources
- Articles & Publications
- Sep 13, 2024
A Financial Analysis of Public Funds Invested via ESAs, Vouchers and Tax Scholarships
This real-time financial analysis tracks state funding going into private options, to quantify how many public dollars are flowing through ESAs, vouchers, and tax credit scholarships. FY23-24 and FY 24-25 analyses available.
- Webinars & Presentations
- Jun 06, 2024
30-Min Webinar: Can academic recovery continue when federal relief funds dry up?
We look at public education spending and outcomes over a decade, nationally and state by state, plus what the likely revenue trajectory could mean for future math and reading scores.
- Articles & Publications
- May 02, 2024
With a Fiscal Cliff Looming, States Must Ensure Districts Maximize Every Dollar for Students
These five levers are low-cost and popular on both sides of the aisle.
- Articles & Publications
- Jan 29, 2024
State Revenues Outlook
This analysis provides estimates of year-over-year changes to state General Fund revenues.
- Newsletters
- Jan 09, 2024
How legislatures can ensure school funds do more for students
K-12 funding is the biggest line item in most state budgets. Here are five policy levers that states can pull to help districts maximize the value of every dollar for students.
- Webinars & Presentations
- Oct 26, 2023
30-Min Webinar: The ESSER Cliff: What state and district leaders in CT, MA, NH & RI should know as ESSER funding ends
This webinar shares an analysis of the pending ESSER cliff in districts in 4 New England states and key factors in protecting what matters most for students & district financial health.
- Webinars & Presentations
- Oct 16, 2023
Where and how does inequity creep in?
Marguerite Roza gave this presentation as part of panel on "Understanding Educational Opportunity Gaps," at the University of Virginia School of Law's launch of the Education Rights Institute.
- Articles & Publications
- Sep 02, 2022
4 Ways State Leaders Can Lower Teacher Pension Costs
State and district leaders could simultaneously reduce retirement costs and improve benefits for teachers, writes Chad Aldeman.
- Articles & Publications
- Jun 06, 2022
Opinion: The N.Y. Legislature’s big class size mistake
In this New York Daily News op ed, Chad Aldeman argues that across-the-board class size caps in New York City may not benefit all students and will limit other spending that might be more effective, for example on extracurriculars or counselors or higher salaries for teachers.
- Articles & Publications
- Nov 01, 2021
Existing Federal Provisions Can – If Given Appropriate Attention – Advance Within-District Financial Equity
Four existing federal provisions have potential, if made a priority, to work together to foster within-district financial equity, write Marguerite Roza and Hannah Jarmolowski.
- Articles & Publications
- Mar 24, 2021
Desired Features of a State Funding System
This decision tree describes the desired features of a state education funding formula and walks policymakers through key decisions and considerations around balancing efficiency, equity and trade-offs in particular contexts.
- Articles & Publications
- Feb 26, 2021
Proceed with caution: With enrollment drops, states are looking to hold district budgets harmless
In this brief, Hannah Jarmolowski and Marguerite Roza outline what states need to weigh when it comes to hold harmless provisions.
- Webinars & Presentations
- Dec 09, 2020
School Finance for Equity and Innovation
On December 9, 2020 Marguerite Roza participated in California Charter Schools Association's 2020 Education Symposium. She discussed leveraging data to lead efforts to improve equity and productivity, and how leaders can enable systems to navigate the financial turmoil ahead.
- Articles & Publications
- Nov 16, 2020
Analysis: California Gives Districts Extra Money for Highest-Needs Students. But It Doesn’t Always Get to the Highest-Needs Schools
In this analysis, Katie Silberstein and Marguerite Roza studied whether funds allocated by California's Local Control Funding Formula actually made it to the highest-needs schools.
- Articles & Publications
- Sep 14, 2020
When it Comes to School Funds, Hold-Harmless Provisions Aren’t “Harmless”
In this Education Next article, Marguerite Roza and Hannah Jarmolowski share how state leaders can address budget shortfalls without making disproportionate cuts to high-poverty districts.
- Articles & Publications
- May 20, 2020
How Lawmakers Can Raise Teacher Pay Without Decimating Pension Funds
In this op-ed, Marguerite Roza analyzes how making any near-term teacher raises non-pensionable could impact state governments and K-12 teachers and students.
- Articles & Publications
- May 18, 2020
Could states save money if raises during a recession were designated as non-pensionable?
This brief examines how making raises non-pensionable would impact teacher pensions and government pension debt.
- Articles & Publications
- Mar 05, 2020
How States Can Put Students at the Center of Their School Funding Formulas
In this Hunt Institute "Making Sense of NC School Funding" blog, Marguerite Roza provides a national perspective on how states approach school funding.
- Articles & Publications
- Nov 05, 2019
Leaders Ignored Teacher Pension Debt. Now There’s Less Money for Teacher Salaries and Students
This brief quantifies, in per pupil and per teacher terms, the magnitude of the crowd-out that pension debt creates for six states: CA, IL, LA, SC, TX, and VT. The goal is to help education leaders grasp the relationship between their pension debt bills and their aspirations for spending on schooling inputs, including teacher salaries.
- Articles & Publications
- Sep 16, 2019
Funding for Students’ Sake: How to Stop Financing Tomorrow’s Schools Based on Yesterday’s Priorities
Student-based allocation (also known as weighted student funding) provides the most equitable, efficient, and flexible path toward increased productivity. This brief explains why it is a good idea to allocate resources on the basis of students, and measures several states' progress toward doing so.
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