opportunity cost

Strong iZone scores viewed as chance to grow Shelby County’s turnaround initiative

PHOTO: Caroline Bauman
Principal Rodney Rowan works with reading teachers on instructional strategies they will use during the upcoming school year at Cherokee Elementary School, an iZone school in Memphis that posted big gains in its 2015 student test scores.

Test score trends at the state-run Achievement School District grabbed headlines last week, but even larger gains were logged by several other low-performing Memphis schools in the process of being overhauled.

Most schools in Shelby County Schools’ Innovation Zone, a group of 14 schools that also started in the bottom 5 percent statewide, saw their students’ math scores rise since last year. The initiative even had a number of schools buck the statewide trend and raise the proportion of students meeting the state’s standards in reading.

Now, Shelby County leaders are using the scores to renew calls for increased funding for the iZone, which has run down its infusion of federal funds and now is cobbling together scarce dollars. They also are raising questions about why the state is letting its own district take over Shelby County schools when a local improvement strategy appears to be paying off.

“The state should invest wisely, and part of the equation should be what programs are working,” board member Chris Caldwell said last week at a meeting of the Shelby County Board of Education. “Clearly the iZone is.”

*School joined the iZone in 2012-13, **School joined the iZone in 2013-14,***School joined the iZone in 2014-15
State data is not available for Grandview Heights Middle for the 2011-12 and 2012-13 school years.

When federal officials turned up the pressure on states to raise performance at their lowest-scoring schools, Tennessee took a multi-pronged approach. It established the ASD to remove some schools from their districts, either to run on its own or to hand over to nonprofit charter operators. It also allocated a pot of federal funds — School Improvement Grants created through the 2009 stimulus — to districts that agreed to overhaul “persistently low-achieving” schools in specific ways.

To clear the way for districts to qualify for the funds, legislators signed off on allowing districts to free their weakest schools from many mandates while holding on to their students — and the associated state funding.

The funding and flexibility together led to Shelby County’s Innovation Zone. The zone’s 16 schools received autonomy to hire and fire staff, overhaul their curriculums, give their teachers bonuses, and add time to the school day — changes that are common in privately run charter schools but rarer in traditional public schools. In exchange, making the right changes would bring a temporary but sorely needed influx of new dollars.

“We’ve got a very, very aggressive but simple formula that our team executes to a tee,” Shelby County Schools Superintendent Dorsey Hopson said in an interview earlier this month.

Cherokee Elementary School, which has emerged as a sort of trophy for the district, ran with the new autonomy, even though it was one of the only iZone schools not to receive the federal funds. There, 65 percent of students met the state’s standards in math — four times as many students as in 2013, after one year in the district —  and twice as many students met the state’s reading standards. That growth came at a time when test scores statewide rose by a much smaller margin, and just 40 percent of students in elementary and middle school across Shelby County met the state’s math standards.

District and school officials attributed the outsized gains to an unrelenting focus on ensuring that students have the skills they need to succeed on the state tests, known collectively as TCAP.

Principal Rodney Rowan personally rewrote the curriculum after studying the state’s tests, an undertaking that Heidi Ramirez, Shelby County’s chief academic officer, said she found impressive.

The school also rallied students around success on the tests and introduced data analysis to teachers’ practice, asking them to scrutinize assignments over the course of the year to determine the skills not yet mastered by students.

Then, “instead of teaching what they already know, I’m able to boost them up,” Rowan said.

Other iZone schools’ test score gains were less dramatic but still far outpaced state and local trends. After a change in leadership, 29 percent of students at Treadwell Elementary School met state literacy standards, up from 18 percent last year. And almost half of the students at Douglass School, which serves students from kindergarten through 8th grade, met science standards, up from just 30 percent the year before.

Not every iZone school saw gains on every test. At Sherwood Middle, for example, science scores dropped from 49 percent to 26 percent.

*School joined the iZone in 2012-13, **School joined the iZone in 2013-14,***School joined the iZone in 2014-15
State data is not available for Grandview Heights Middle for the 2011-12 and 2012-13 school years. English I scores from 2011-14 were not available for Trezevant High, Melrose High or Hamilton High so they were not included in this chart. The 2013-14 English I scores for Trezvant, Melrose and Hamilton were 23, 33.1 and 26.2 respectively.

Still, the district is so confident in the iZone’s trajectory that it is expanding it by two more schools and 1,400 students this fall, even though money is tight to add new programs and pay staff for additional hours. It also is allocating $7 million of its own scarce funds, partly drawing from the district’s $41 million settlement with the city earlier this year over a funding dispute. In addition, the state is providing almost $5 million to support turnaround efforts at five of the district’s iZone schools.

However, any future expansion is unclear, since the state is spending down its federal funds and the district is strapped for cash. The uncertainty appears poised to exacerbate budget tension between the ASD, which has been successful in attracting philanthropic support from across Tennessee and beyond, and Shelby County Schools, which has ceded enrollment and associated funding to the state-run initiative.

Speaking recently about the ASD, Hopson said he thought it had pushed the district’s leaders to improve their schools more quickly than they might have otherwise. But he also said he thinks the iZone’s approach is more appropriate for Memphis.

“I also think there’s a lot of value in having a lot of homegrown leaders,” Hopson said, alluding to the fact that many of the people hired to run ASD schools had worked elsewhere before coming to Memphis. “It takes charter schools awhile to get adjusted to the culture. Most of our leaders have strong ties here. They’re able to jump in and assess the needs, get buy-in, and get results.”

State education officials touted the state-run ASD’s scores in their press release last week. But Tennessee Education Commissioner Candice McQueen also told reporters that she is “proud of the iZone work that is happening in the state.”

She indicated, though, that the state considers its long-term strategy for improving low-performing schools an open question.

“It’s important that we not only continue to look at the work that they’re doing and how it is impacting results but also to work together in terms of learning, from the state perspective, what the iZone is doing well, what the ASD is doing well, and … other models across the state of turning around priority schools that might not [fall into] either of those two structures,” she said.

A future without additional funding for the iZone won’t be good for the thousands of students who attend low-performing schools in Memphis, Hopson said.

“Because these schools have been underinvested in for such a long time, we owe it to the community to do more,” Hopson said. “When you have something that’s working and working in a meaningful way, we have to continue to fund it.”

Paying for school

Sweeping study proposes major changes to the way schools are funded in Michigan

Michigan needs to change the way it funds education so that schools get more money for students who need extra attention — such as those who live in poverty and those who don’t yet have a strong command of the English language.

That’s the top recommendation from a prominent group of educators, policymakers, and business leaders who have been studying Michigan’s school funding system for much of the past two years.

While many states use a complex formula that gives schools more money if they serve children facing extra challenges, Michigan has long used a system that distributes the same amount of money for virtually all students, regardless of their needs.

The state provides some extra funding for students with disabilities — but not nearly enough, according to a state study last year that found schools across Michigan are getting $700 million less a year than they need to serve those students.

The study released Wednesday recommends a major restructuring so that schools would be fully funded for special education programs and would get extra funds to provide resources to students who need extra help. With that money, schools could offer lower class sizes, add counselors and social workers, and give teachers more support, the report says.

The study was conducted by Augenblick, Palaich and Associates on behalf of the Michigan School Finance Research Collaborative.

The collaborative — including top business and education leaders across the state — came together in 2016 after an earlier “school adequacy study” was largely ignored by political leaders.

The earlier study, which was funded by the state legislature, recommended that the state significantly increase the amount of money it sends to schools per student.

The collaborative hopes this new more robust study, which clocks in at more than 300 data-packed pages, will have a greater impact.

Since this study used multiple methods to determine the right funding level for schools, it will be more difficult to ignore, the group hopes.

The study — paid for with $843,000 from major foundations and 18 county school districts — included interviews with hundreds of educators, including district and charters school teachers. Those interviews helped researchers determine how much money schools need to more effectively do their jobs.

The study examined geographic cost differences in different parts of the state, labor cost differences, and other factors and determined that schools need approximately $9,590 each for students who don’t have special needs, including funds that would come from the state and federal governments.

The study recommends that schools get 35 percent more for students living in poverty, between 50 and 70 percent more for students who are learning English, 70 percent more for students with mild disabilities and 115 percent more for students with moderate disabilities.

Among other recommendations in the  report is that charter schools receive the same per-student funding as districts. Currently, the state’s funding system pays some districts more per student than others based largely on historic funding levels as opposed to current needs. Some districts — including most charter schools — are currently getting around $7,600 per child from the state while others get thousands of dollars more

It’s difficult to compare how much funding schools are getting now with the proposed $9,590 per student because schools get a mix state and federal dollars and the $9,590 doesn’t include things like transportation dollars.

The report suggests that the state use a new approach to student transportation in which transportation dollars are distributed differently, taking into account differences between urban and rural school districts.

The report did not put a price tag on the cost of implementing the recommendations and did not spell out how Michigan could come up with the extra money. But members of the collaborative said they hope lawmakers will consider the report as they make policy changes. 

“The issue here is not about whether you live in Farmington or whether you live in Ingham County, it’s about every child ought to have the opportunity to be successful and that ought to be our goal in Michigan,” said Randy Liepa, the Superintendent of Wayne County’s intermediate school district. “I don’t think there will be significant pushback on that.”

The findings were released Wednesday morning, with press conferences planned in Lansing, Grand Rapids, and in the Detroit area.

Read the full report here:

spending squeeze

Facing a state budget crunch, Gov. Cuomo proposes modest 3 percent education boost

Governor Andrew Cuomo delivers his executive budget address.

Facing budget pressure at home and from Washington, Gov. Andrew Cuomo proposed increasing school aid by 3 percent this year —  far less than what advocates and the state’s education policymakers had sought.

Cuomo put forward a $769 million increase in school aid during his executive budget address on Tuesday, less than half of the $1.6 billion sought by the state’s Board of Regents. In response, the state’s top education officials said they were “concerned,” and suggested that they would press lawmakers to negotiate for more education spending.

The governor’s modest increase in school funding comes amid a projected $4.4 billion state budget deficit, a federal tax overhaul expected to squeeze New York’s tax revenue, and the threat of further federal cuts.

Still, Cuomo, a Democrat who plans to run for reelection this fall and is considering a 2020 presidential bid, defended his spending plan as a boost for schools at a time of fiscal uncertainty.

“We have increased education more than any area in state government,” he said during his speech in Albany. “Period.”

He also floated a plan to have the state approve local districts’ budgets to ensure they are spending enough on high-poverty schools. And he set aside more money for prekindergarten, after-school programs, and “community schools” that provide social services to students and their families.

Now that Cuomo’s proposal is out he must negotiate a final budget for the 2019 fiscal year with lawmakers by April 1. While the Democratic-controlled assembly is likely to push for more school spending, the senate’s Republican leaders are calling for fiscal restraint and tax cuts.

What was the response?

Advocates and policymakers were alarmed by Cuomo’s proposed $769 million education bump — a 3 percent spending increase compared to last year’s 4.4 percent boost.

Last month, a coalition of statewide education organizations estimated that the state would need to increase spending by $1.5 billion just to maintain current education services. The group, which includes state teachers union and groups representing school boards and superintendents, called for a $2 billion increase.

In a statement Tuesday, Board of Regents Chancellor Betty Rosa and State Education Commissioner MaryEllen Elia noted that Cuomo’s proposal was less than half the amount they sought. They promised to work with lawmakers to ensure the final budget amount “will meet the needs of every student throughout our State.”

Anticipating such criticism, Cuomo noted in his speech that he has expanded education spending by nearly 35 percent since taking office. His proposal would bring total school aid to $26.4 billion — the largest portion of the state budget.

Still, that didn’t prevent pushback. A state assemblyman heckled Cuomo as the unveiled his education spending plan, suggesting it was not enough money.

“It’s never enough,” Cuomo shot back.

Will poorer schools get more funding?

Cuomo said he wants to fight “trickle-down education funding” and ensure that poor schools receive their fair share of cash.

To that end, Cuomo wants the state education department and his budget office to review local school district budget plans. The plan is aimed at larger school districts, including New York City, which Cuomo singled out in his speech.

“Right now we have no idea where the money is going,” Cuomo said on Tuesday. “We have a formula. We direct it to the poorer districts. But what did Buffalo do with it? What does New York City do with it?”

It’s unclear how the proposal would impact New York City, which already uses a funding formula designed to send more money to schools with needier students. But some education advocates were intrigued by Cuomo’s idea, which they said could be a way to expose and fight inequities in school funding across the state.

“Right now, school-level expenditure with consistent definitions is really a mystery,” said Ian Rosenblum, executive director of The Education Trust – New York. “It means that a lot of inequity can be swept under the rug.”

Cuomo officials also said that 73.1 percent of funding will be directed to high-needs districts in this year’s budget, which the state said was the highest share ever. Last year, they received 72 percent.

But advocates are more concerned with the state’s “foundation aid” formula, which funnels a greater share of funds to high-needs districts. The formula was created in response to a school funding lawsuit settled more than a decade ago; advocates say schools are still owed billions from the settlement.

Cuomo proposed boosting foundation aid this year by $338 million, a far cry from the $1.25 billion requested by the Board of Regents. Without more foundation aid, some advocates say Cuomo’s promise of greater funding equity rings hollow.

“Equity is you’re actually helping to lift up poor districts so that they can provide an equitable education,” said Billy Easton, executive director of the union-backed Alliance for Quality Education. “Not just that they’re receiving a larger share of a too-small pot.”

What does all of this mean for New York City schools?

New York City is not immune from Albany’s budget crunch.

The total increase proposed for the city — $247 million — falls about $150 million short of the mayor’s projections in November, according to the city’s Independent Budget Office.

It may also be difficult for the city to wrangle funding for big-ticket items. Mayor Bill de Blasio wants to expand his prekindergarten program to 3-year-old students, but he estimates that he will need $700 million from state and federal sources by 2021. (The governor proposed $15 million to expand pre-K seats across the state.)

How about charter schools?

Cuomo would boost spending for charter schools by 3 percent the same rate as for district schools. He also wants to provide more support for schools that rent private space, which is a major financial burden for some schools.

“Once again, Gov. Cuomo demonstrated his unwavering commitment to ensuring every student in our state has access to a great public education,” said James Merriman, CEO of the New York City Charter School Center.