Methods of defining and projecting a concept of consumer unit appropriate for analyses of changes in the tax-transfer system are presented. The population of persons covered by the March supplements to the Current Population Surveys is organized into simulated tax and transfer system (STATS) units and results are shown for several years. The…

Eight matters relative to the Illinois general purpose educational grant-in-aid that might be subjected to further research and development are discussed. The eight matters are (1) the use of a notational system based on the concept of a guaranteed expenditure for each cent of tax effort, (2) the possibility of adding a curvature to the present…

This paper proposes two modifications of the Lorenz technique for measuring inequalities in financing education. One is to order expenditures (and tax rates) by district fiscal ability before calculating the cumulative percentages. It is possible, as a result, to get a Lorenz curve that crosses the diagonal line, which gives some useful insights.…

School finance reform, in the opinion of many of those concerned, implies a shift away from the local property tax as the main source of revenue for the public schools. The inequities associated with property tax administration and the uneven distribution of property tax wealth within any given state have led to increasing concern about the wisdom…

This booklet examines the problems involved in financing public education in the United States, discusses the inequities of present finance systems, describes possible changes, and suggests alternatives for constructive solutions. The author first describes present school finance systems, with special emphasis on the southern states. She then…

The purpose of this report is to explain and examine the 1974-75 state education aid formula in light of two questions concerning equity: Are the pupils attending the public schools of New York City denied equal educational opportunities because of inequities in the state system of financing public education? If the state system is inequitable,…

The educational, social, and economic implications of Britain's recently adopted policy of charging foreign students for the full cost of their education are examined, especially in the context of the worldwide demand for higher education in English-language institutions. (MSE)

This report updates developments relating to public school finance legislation in Texas during a special summer legislative session in 1984. Discussion focuses on House Bill 72, which increased teachers salaries, distributed state aid more equitably, increased equalization aid, mandated new programs, and increased state taxes. (TE)

Much of the recent discussion on basic education finance in Latin America points to a decline in education funding and to problems in the political economy of the education sector. This paper presents findings of a study that reviewed the existing framework for education finance and proposed a more organic linkage between education finance and…

There is a growing sense that education policymakers need to become more sensitive to the inequities and inefficiencies associated with the generation of local resources for education, particularly the property tax. The purpose of this book is to provide insight into issues surrounding the generation of local revenues for public education in…

Analysis of 1976-78 data on rural Ohio school districts found that of six fiscal and demographic variables (geographic size, children with special needs, fiscal capacity, tax effort, total revenues, and excess staff over state minimum requirements), none could distinguish financially troubled from untroubled districts. (RW)

Examines demographic changes in American education over recent decades and makes near-future projections. Increased enrollment will occur throughout 2005, especially in the West. Hispanic enrollments are rapidly increasing. The number of teachers will rise 17% from 1992 to 2004; pupil-teacher ratios will remain stable. State and federal…

Evidence derived from data accumulated under Vermont's Foundation Plan demonstrates that school district property value is a secondary determinant of school spending level, compared with other factors: the nonresident portion of the property-tax base, resident income, and residents' perceived school-tax burden as a percent of income. (Contains 13…

In less than 2 years after the publication of the national report "A Nation at Risk," an overwhelming majority of states adopted many of the educational reform measures advocated in the report. The rapid adoption of the reforms among states with different political cultures, policy traditions, and partisan control raises the question of…

Given state activism in education reform during the 1980s, a major concern in the development of education policy is whether reform states have increased their financial support for education in order to achieve desired objectives. This paper describes findings of a study that explored the distributive nature of state and local policy choices in…