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Equity and Adequacy in Education Finance: Issues and Perspectives (1999)
Commission on Behavioral and Social Sciences and Education (CBASSE)

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it is hard to argue that we have achieved equity in education or in the larger American society. Wide differences in property bases still persist and often lead to inequities in finance; educational outputs and lifetime outcomes are still highly related to socioeconomic status, race, ethnicity, and gender; and inequality in income and wealth continues at high levels. In addition, there are serious and widespread concerns that schools are not meeting society's needs for an educated workforce and citizenry as we enter the next century. Concepts of equity are likely to be at the center of these issues that, unfortunately, do not appear to be close to resolution.

Notes

1.  

Review of the education production function literature is outside the domain of this chapter.

2.  

Jonathon Kozol's (1991) book about education was a best-seller. The New York Times devoted a week's worth of articles (e.g., Hartocollis, 1997) to the controversy stirred up by parental donations for a teacher's salary at a local public school and the debate about whether the practice was fair to other schools with less affluent parents. The event made national news as well.

3.  

Other significant years in the history of K-12 education equity policy and law are 1923 (publication of Strayer and Haig's foundation plan for school finance), 1954 (Brown v. Board of Education Supreme Court decision), 1965 (passage of the federal Elementary and Secondary Education Act [ESEA] with Title I funding for poor children), and 1975 (passage of the federal Education for All Handicapped Children Act, P.L. 94-142).

4.  

In previous work (Berne and Stiefel, 1984), we develop a series of questions that highlight the values inherent in equity concepts. These questions, briefly, are who, what, how, and how much. ''Who" asks which groups are the focus of the equity concept. The usual two choices are children and taxpayers. "What" asks what objects will be used in the analysis, the choices being inputs (dollars and/or real resources), processes, outputs, or outcomes. "How" identifies the equity concept, which can include horizontal equity, vertical equity, and equal opportunity. "How much" focuses on the statistical measure used to quantify the other choices. We identify a large number of measures and specify the values inherent in choosing each of them. One of the questions (How?) involves choosing a concept. In this chapter, we put the emphasis on the concepts themselves and broaden the discussion to include other authors who have taken different cuts at equity ideas. Although decisions involving values must be made about all four questions, the broader community of scholars and the public think first of the concept. Thus the emphasis here is on concepts.

5.  

See Gold et al. (1995) for detailed descriptions of each state's school finance system and Odden and Picus (1992: Chapters 7 and 8) for a more technical explanation of alternative finance formulas.

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