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© Education Resource Strategies, Inc., 2018
NC Commission on Access
to a Sound Basic Education
February 20, 2018
ERS is a national nonprofit that partners with district,
school and state leaders to transform how they use
resources (people, time, and money) so that every
school prepares every child for tomorrow, no matter
their race or income.
Every School. Every Child. Ready for Tomorrow.
1
We believe….
▪ All studentsdeserve a great education tailored to their
needs.
▪ One-school-at-a-time reform is not enough; we must
redesign school systems to create the conditions for
all schools to succeed.
▪ It’s not just about how much you have, but how well
you use it: districts can restructuretheir resources to
meet their strategicgoals and schools’ uniqueneeds.
2
▪ What does a state funding system need to accomplish?
▪ Understanding “adequacy”
▪ What would it mean to allocate resources equitably?
▪ How might a state system support excellence and
efficiency?
3
Agenda
Funding systems can enable high performance
4
Equity
Adequacy
Excellence Efficiency
5
NOTE: Expenditures shown include instruction, support services, food services, and enterprise operations, and exclude capital outlay and interest on debt.
Source: ERS analysis using datafrom NCES Table 236.55.Totaland current expendituresper pupil in publicelementaryand secondary schools: Selected years, 1919-20through2013-14; NCES
Table 236.10. Summary of expendituresforpublic elementary and secondary educationand otherrelatedprograms, by purpose: Selected years, 1919-20 through2013-14; Bureau of Economic
Analysis, Table 3.1 Government Current Receipts and Expenditures 1929-2016; NCES Table 106.70. Gross domestic product price index, Consumer Price Index, educationprice indexes, and
federal budgetcomposite deflator: Selected years, 1919 through 2014;Bureau of Economic Analysis, Current-Dollar and "Real" Gross Domestic Product1929-2016
0%
10%
15%
25%
$0
$4,000
5%
$2,000
$6,000
$8,000
$12,000
20%
$10,000
$14,000
1919-20
1921-22
1923-24
1925-26
1927-28
1929-30
1932-33
1934-35
1936-37
1938-39
1940-41
1942-43
1944-45
1946-47
1948-49
1950-51
1952-53
1955-56
1956-67
1958-59
1960-61
1962-63
1964-65
1966-67
1968-69
1970-71
1972-73
1974-75
1976-77
1978-79
1980-81
1982-83
1984-85
1986-87
1988-89
1990-91
1992-93
1994-95
1996-97
1998-99
2000-01
2002-03
2004-05
2006-07
2008-09
2010-11
2012-13
---Not
PerPupilExpendituresin2016-17Dollars
Real Inflation-Adjusted National Public K-12 Expenditures, and as compared to % of
GDP and % of current public expenditures (1920-2014)
K-12 dollar per pupil expenditures K-12 spending as % total public expenditures K-12 spending as % GDP
Just since 1970, real inflation-adjusted per-pupil funding increased 220%
National Context
Real spendingon educationhas increased sharply over the last 50 years
(until the great recession), fueled mostly by growthin the economy
6
7.4
10.2
10.9
12.1
12.5 12.7
4.3
5.6
6.4
6.9
8.0 8.2
$55K
$49K
$59K $60K $61K $59K
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
0
2
4
6
8
10
12
14
1970 1980 1990 2000 2010 2015
Averageteachersalaryin2016-17dollars
StafforTeachersper100students Staff per 100 students and Teacher per 100 students over time,
compared to changes in teacher salary
Staff members per 100 students Teachers per 100 students Average teacher salary
$100,000
Pupil to staff ratio 13.6 9.8 9.2 8.3 8.0 7.9
Pupil to teacher ratio 22.3 18.7 17.2 16.0 16.0 16.1
Since 1970, staff per pupil have increased72%, and teachers per pupil have
increased 88%, yet real inflation-adjusted teacher salaries have only
increased7%
National Context
6
This means that while teacher pay has kept pace with
inflation, it has not kept pace with comparable jobs
National Context
-8.5%
-7.6%
-8.8%
-10.2%
-13.4%
-12.1%
-4.0%
-18%
-14%
-16%
-12%
-10%
-8%
-6%
-4%
0%
-2%
1979 1984 1989 1994 1999 2004 2009
-17.0%
2014
Source: Economic Policy Institute, “The Teacher Pay Gap is Wider Than Ever”, 2016
Note: From thereport: “Figure compares weekly wages. Regression-adjusted estimates include controls for age (quartic), education, race/ethnicity, geographical region, marital status, and
genderfor thepooled sample. Data are for workers age 18–64 with positive wages (excluding self-employed workers). Non-imputed data are not available for 1994 and 1995; data points for
these years have been extrapolated and are represented by dotted lines.”
Wage Gap between Public School Teachers and Similar Workers
Accounts for hours worked and other factors
8
16%
26% 26%
15%
12%
5%
36%
31%
17%
11%
4%
1%
0%
5%
10%
15%
20%
25%
30%
35%
40%
Distribution of Teacher Aptitude Based on Mean College SATScores
1963 2000
As of 2010, only 24% of U.S. teachers came from the top third of their
college graduating classes, only 14% in poor communities.
In some countries, 100% of teachers come from the top third.
Lowest 2 3 4 5 Highest
National Context
The aptitude of new teachers has also declined in lock-
step with this growing wage gap
Source: Hoxby, Caroline, M., and Andrew Leigh. 2004."Pulled Away or Pushed Out?Explaining theDecline of Teacher Aptitude in theUnitedStates." American Economic Review,94(2):
236-240; Loeb, S., & Beteille,T. (2009)
Did You
Know?
The resulting teacher shortages significantly impact
student performance
▪ Reported increasesin:
▪ Unfilled vacancies
▪ Emergency credentialed teachers
▪ Shortage of applicants even in critical (easy to staff) subject
areas
▪ Teachers teaching out of subject
▪ Schools and districts are not set up to handle the
growing influx of untrained adults who are being asked to
enter classrooms, sometimes with little advance training
at all
9
National Context
Nationally,North Carolina is among the lowest-
funded states
9
$19.6K
$0
$20,000
$25,000
Uta
h
Arizona
Idaho
Nevada
Texas
NorthCarolina
California
Georgia
Colorado
Tennessee
Oklahoma
Florida
Washington
Mississippi
Virginia
Alabama
Indiana
Kentucky
SouthCarolina
NewMexico
Orego
nMichigan
Missouri
Minnesota
Arkansas
SouthDakota
Ohi
o
Wisconsin
Kansas
Louisiana
Iowa
Illinois
Hawaii
Maryland
WestVirginia
Delaware
Nebraska
Pennsylvania
Massachusetts
Montana
NorthDakota
RhodeIsland
NewHampshire
Maine
NewJersey
Connecticut
NewYork
Alaska
Wyoming
Vermont
Total K12 Per Pupil Expenditure, 2013-14 (adjusted for geography)
$15,000
National median= $11K
$10,000
$8.1K
$6.5K
$5,000
Source: NCES; per pupil expenditures adjusted using CWI; ERS analysis
Recently, real inflation-adjusted per-pupil funding
has declined by 10%, 2X more than nationwide
9
-10%
-10%
-15%
-20% -19%
-5%
Indiana
Idaho
Arizona
Nevada
Florida
Georgia
NorthCarolina
Arkansas
Wisconsin
Nebraska
Illinois
SouthDakota
Wyoming
Uta
hNew
Mexico
Colorado
Mississippi
Virginia
Texas
Hawaii
Maryland
Oklahoma
Alabama
Missouri
Louisiana
Michigan
Maine
Kentucky
WestVirginia
Montana
Kansa
s
Ohi
oDelaware
SouthCarolina
Washington
Tennessee
Minnesota
California
Vermont
NewYork
NewJersey
RhodeIsland
Massachusetts
Pennsylvania
NorthDakota
Oregon
Iow
aNew
Hampshire
Connecticut
Alaska
Percent change in real inflation-adjusted dollar per pupil revenue 2009-10 to 2013-14
10%
6%
5%
0%
National median = -5%
Source: NCES, Common Core of Data; Bureau of Labor Statistics; ERS analysis
18%
12Source:NCES
-5%
-10%
-15%
-20% -18%
0%
15%
10%
5%
20%
Arizon
aAlaska
Colorado
Indiana
Virginia
Florida
Kansas
Wisconsin
NorthCarolina
Michigan
Washington
Mississippi
Missouri
Minnesota
Delaware
Connecticut
SouthCarolina
Hawai
i
Tennessee
Ohi
oMaryland
RhodeIsland
Nevad
a
Main
e
Illinoi
s
Texas
Idaho
New
Mexico
California
Louisiana
Georgia
NewJersey
Uta
hOklahoma
Oregon
Pennsylvania
Kentuck
ySouth
DakotaNew
York
Alabama
Nebraska
WestVirginia
NewHampshire
Vermont
Iow
aMontana
Wyoming
Arkansas
NorthDakota
Massachusetts
Percent change in inflation-adjusted teacher salaries, 1989-90 – 2015-16
Inflation-adjusted teacher salaries have declined
8% in the last three decades
National median= 0%
$45K
$65K
$43K
$40,000
$30,000
$20,000
$10,000
$0
$50,000
$70,000
Virginia
Arizon
a
Uta
hWashington
NorthCarolina
Mississippi
Colorado
Texas
Missouri
Tennessee
Florida
Oklahoma
NewMexico
SouthCarolina
Louisiana
WestVirginia
Georgia
SouthDakota
Idah
o
Alabama
Indiana
Nevada
Wisconsin
Delaware
Kansas
Kentucky
Arkansas
Minnesota
Ohio
Illinois
Maine
Hawaii
Nebraska
NewJersey
Maryland
NorthDakota
NewHampshire
Iowa
Michigan
Connecticut
RhodeIsland
Oregon
California
Pennsylvania
Montana
Vermont
NewYork
Massachusetts
Alask
a
Wyoming
Average Teacher Salary 2015-16, Adjusted for Geography
After adjusting for differences in geography, NC has
the 5th lowest average teacher salary in the nation
$60,000
National median= $53K
13Source: NCES; NCES Comparable Wage Index; ERS analysis
14
NC teachers earn about 67% of what similarly educated non-
teachers in the state earn, even after controlling for hours
worked per week andyear
94
100
Arizon
aVirginia
Tennessee
NorthCarolina
Oklahoma
Colorado
Georgia
Missouri
SouthDakota
Massachusetts
Texas
Washington
Indian
aKansas
NorthDakota
Alabam
a
Connecticut
Kentucky
Minnesota
Utah
Idah
o
Mississippi
Florida
Illinois
NewHampshire
SouthCarolina
Arkansas
Montana
California
Delaware
Louisiana
Maryland
Ohi
oOregon
Vermont
NewJersey
Wisconsin
Hawai
iNebraska
WestVirginia
Michigan
NewMexico
RhodeIsland
Pennsylvania
Maine
NewYork
Nevada
Alaska
Iowa
Wyoming
Wage Competitiveness Ratio(2012)
90
80
National median= 73
70
62
60
50
40
30
20
10
0
The wage competitivenessratio controls for age, education level, hours worked per week, and hours worked per year
Source: “A coming crisis in teaching? Teacher supply, demand, and shortages in the U.S.”, Learning Policy Institute 2016
15
The attractiveness of the teacher profession (pay and
working conditions) is particularly low in North Carolina
44.6
68.1
40 37.7
30
20
10
0
50
70
Arizona
Hawaii
SouthCarolina
Mississippi
Florida
Louisiana
NorthCarolina
NewMexico
Montana
Oklahoma
Maine
SouthDakota
WestVirginia
TennesseeNew
Hampshire
Alabama
Arkansas
Colorado
Kansas
Maryland
Nebraska
Alaska
Idaho
Vermont
Georgia
Virginia
Delaware
Nevada
Washington
Wisconsin
Texas
California
Iowa
Kentucky
Missouri
Indiana
NorthDakota
RhodeIsland
Michigan
Utah
Oregon
Ohio
Wyoming
Massachusetts
Minnesota
Pennsylvania
Connecticut
Illinois
NewJersey
NewYork
State Total Scores for Opportunity & Competition and Academic
and Work Environment (WalletHub)
Source: WalletHub 2017
60
National median = 54.0
States were evaluated on 21 metrics including starting salary, income growth potential, average teacher pension, public schoolenrollment growth, pupil-teacher ratios, and turnover
7%
17%
24%
5%
0%
10%
15%
20%
25%
30%
RhodeIsland
Utah
WestVirginia
NewJersey
Pennsylvania
Illinois
NewHampshire
Washington
Vermont
Maine
Nebraska
Wyoming
California
Connecticut
NewYork
Maryland
OregonSouth
Dakota
Michigan
Georgia
Ohio
Idaho
Tennessee
Iowa
Massachusetts
Arkansas
Alabama
Missouri
Florida
NorthDakota
Virginia
Colorado
Kansas
Indiana
Kentucky
Minnesota
Wisconsin
Alaska
SouthCarolina
Delaware
Mississippi
NorthCarolina
Oklahoma
Montana
Nevada
Hawaii
Texas
Louisiana
NewMexico
Arizona
Rate of TeacherTurnover (Movers & Leavers) 2013
16
NC has higher than median teacher turnover at
17% per year
Source: “A coming crisis in teaching?Teacher supply, demand, and shortagesin the U.S.,” Learning Policy Institute2016;“Finding and Keeping Educators forArizona’s Classrooms,”
Morrison InstituteforPublic Policy 2017.
National median = 14%
16
While spending levels don't always predict outcomes,
at the lowest levels, they drastically limit possibility
$19.6K
$0
$20,000
$25,000
Uta
h
Arizona
Idaho
Nevada
Texas
NorthCarolina
California
Georgia
Colorado
Tennessee
Oklahoma
Florida
Washington
Mississippi
Virginia
Alabama
Indiana
Kentucky
SouthCarolina
NewMexico
Orego
nMichigan
Missouri
Minnesota
Arkansas
SouthDakota
Ohi
o
Wisconsin
Kansas
Louisiana
Iowa
Illinois
Hawaii
Maryland
WestVirginia
Delaware
Nebraska
Pennsylvania
Massachusetts
Montana
NorthDakota
RhodeIsland
NewHampshire
Maine
NewJersey
Connecticut
NewYork
Alaska
Wyoming
Vermont
Total K12 Per Pupil Expenditure, 2013-14 (adjusted for geography)
$15,000
National median= $11K
$10,000
$8.1K
$6.5K
$5,000
Source: NCES; per pupil expenditures adjusted using CWI; ERS analysis
▪ What does a state funding system needto accomplish?
▪ Understanding “adequacy”
18
▪ What would it mean to allocate resourcesequitably?
▪ How might a state system supportexcellence and
efficiency?
Agenda
Unfortunately, we know that the concentration of
poverty predicts outcomes in most cases
Data on school average proficiency from 4 large districts
R² = 0.74
0%
20%
40%
60%
80%
100%
0% 20% 40% 60% 80% 100%
R² = 0.81
0%
20%
40%
60%
80%
100%
0% 20% 40% 60% 80% 100%
R² = 0.72
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
0% 20% 40% 60% 80% 100%
R² = 0.77
19
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
0% 20% 40% 60% 80% 100%
A B
C D
ELAProficiency15-16
% FRL
School level concentration of poverty lowers
performance for ALL students
89
83 82
74
56
67
63 62
56
40
100
90
80
70
60
50
40
30
20
10
0
0-19% 80-100%
PercentofStudentsRatedProficient
20-39% 40-59% 60-79%
Percent of Poverty Students in School
Student Performance vs. School Level
Concentration ofPoverty
Non-Economically DisadvantagedStudent Economically DisadvantagedStudent
20Source: ERS Analysis of 8 largedistricts across 8 states
..And NC has a larger gap between low- and high-
funded districts than most states
-5%
22%
-25%
-20%
-19%
25%
20%
15%
10%
5%
0%
-5%
-10%
-15%
Illinois
NewYork
Pennsylvania
Texas
Maryland
MichiganNorth
Carolina
Iowa
Montana
Missouri
Idaho
RhodeIsland
Wyoming
Maine
Nebraska
NewHampshire
Alabama
Arizona
Virginia
Colorado
Kansas
SouthCarolina
Vermont
NorthDakota
NewMexico
Florida
Arkansas
Connecticut
Washington
Mississippi
WestVirginia
Oregon
Wisconsin
Utah
Oklahoma
Georgia
NewJersey
Louisiana
Massachusetts
California
Kentucky
Indiana
Tennessee
Delaware
SouthDakota
Minnesota
Ohio
%DifferenceinFundingBetweenHighest-and
Lowest-PovertyDistricts
EducationTrust Funding Gap, Unadjusted for Need
21
Early Learning
& Early
Intervention
Teaching
Excellence
School
Funding
Dimensions of resource equity
School
Leadership
Instructional
Time: Length
of Day/ Year
Personalized
Time &
Attention
Social &
Emotional
Supports
Academic
Rigor:
Curriculum,
Instruction, &
Course-taking
Diverse &
Inclusive
Schools
Support for
Parental
Engagement
22DevelopedbyERS inpartnershipwithChiefsfor Change
▪ What does a state funding system needto accomplish?
▪ Understanding “adequacy”
▪ What would it mean to allocate resourcesequitably?
23
▪ How might a state system supportexcellence and
efficiency?
Agenda
Organizing for high performance means making big
shifts from traditional ways of organizing
Design
Essential
From: To:
Teacher
Collaboration
Teaching as anindividual
enterprise.
Teamsof teachers whowork together to
execute a collective vision for excellent
instruction, and their own professional
improvement.
A“one-size-fits-all”
teaching job.
Roles and assignments that matcheach
individual’s unique skills and expertise
to neededroles.
Personalized
Time &
Attention
Standardized class sizesin
“one-teacherclassrooms.”
Groups of teachers and students that
vary across subjects, activities and
students.
Rigid time allocations.
Flexible schedules that allow timeto
vary with needs ofstudents.
WholeChild
Investments in culture and
social-emotional support
that remove resourcesfrom
coreinstruction.
Investments that are embedded within
and reinforce the school’s core
instructional work.
24
And is the result of transformational changes in how
people, time, and moneyare used
24
Design Essential Examples of TransformationalResource Changes
Teacher
Collaboration
✓ 90 min+ weekly for shared-content teacher teams to
collaborate
✓ 100% of teams facilitated by an instructionalexpert
✓ Coaching ratios of 8-12 teachers per full-time instructional
expert
Personalized Time
& Attention
✓ Struggling students receive 50% more time in target areas
than students who are proficient
✓ Targeted student groups are adjusted more than 4x/yr based
on student progress
✓ Teacher load in high-priority classes is fewer than 50 students
WholeChild
✓ Regular time exists in student schedules to deliver an SEL
curriculum that is developmentally appropriate
✓ Classroom teachers and school-based SEL staff meet
regularly to review student data and action-plan
▪ Design new teacher and principalcompensation
structures that attract and keep the most effective
▪ Shift staffing resources to highest-prioritysubjects
▪ Enable more flexible roles in schools that fit today's work
world
▪ Explore innovative ways of delivering instruction through
technology and outside partners
▪ Extend and vary instructionaltime
26
Supporting and enabling higher-performing school
designs requires funding flexibility in order to:
Funding systems can enable high performance
4
Equity
Adequacy
Excellence Efficiency
While NC must address adequacy, funding reform must also ensure that
new dollars do not flow into legacy staffing and compensation structures
that no longer work for students or teachers.

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Access to a Sound Basic Education

  • 1. © Education Resource Strategies, Inc., 2018 NC Commission on Access to a Sound Basic Education February 20, 2018
  • 2. ERS is a national nonprofit that partners with district, school and state leaders to transform how they use resources (people, time, and money) so that every school prepares every child for tomorrow, no matter their race or income. Every School. Every Child. Ready for Tomorrow. 1
  • 3. We believe…. ▪ All studentsdeserve a great education tailored to their needs. ▪ One-school-at-a-time reform is not enough; we must redesign school systems to create the conditions for all schools to succeed. ▪ It’s not just about how much you have, but how well you use it: districts can restructuretheir resources to meet their strategicgoals and schools’ uniqueneeds. 2
  • 4. ▪ What does a state funding system need to accomplish? ▪ Understanding “adequacy” ▪ What would it mean to allocate resources equitably? ▪ How might a state system support excellence and efficiency? 3 Agenda
  • 5. Funding systems can enable high performance 4 Equity Adequacy Excellence Efficiency
  • 6. 5 NOTE: Expenditures shown include instruction, support services, food services, and enterprise operations, and exclude capital outlay and interest on debt. Source: ERS analysis using datafrom NCES Table 236.55.Totaland current expendituresper pupil in publicelementaryand secondary schools: Selected years, 1919-20through2013-14; NCES Table 236.10. Summary of expendituresforpublic elementary and secondary educationand otherrelatedprograms, by purpose: Selected years, 1919-20 through2013-14; Bureau of Economic Analysis, Table 3.1 Government Current Receipts and Expenditures 1929-2016; NCES Table 106.70. Gross domestic product price index, Consumer Price Index, educationprice indexes, and federal budgetcomposite deflator: Selected years, 1919 through 2014;Bureau of Economic Analysis, Current-Dollar and "Real" Gross Domestic Product1929-2016 0% 10% 15% 25% $0 $4,000 5% $2,000 $6,000 $8,000 $12,000 20% $10,000 $14,000 1919-20 1921-22 1923-24 1925-26 1927-28 1929-30 1932-33 1934-35 1936-37 1938-39 1940-41 1942-43 1944-45 1946-47 1948-49 1950-51 1952-53 1955-56 1956-67 1958-59 1960-61 1962-63 1964-65 1966-67 1968-69 1970-71 1972-73 1974-75 1976-77 1978-79 1980-81 1982-83 1984-85 1986-87 1988-89 1990-91 1992-93 1994-95 1996-97 1998-99 2000-01 2002-03 2004-05 2006-07 2008-09 2010-11 2012-13 ---Not PerPupilExpendituresin2016-17Dollars Real Inflation-Adjusted National Public K-12 Expenditures, and as compared to % of GDP and % of current public expenditures (1920-2014) K-12 dollar per pupil expenditures K-12 spending as % total public expenditures K-12 spending as % GDP Just since 1970, real inflation-adjusted per-pupil funding increased 220% National Context Real spendingon educationhas increased sharply over the last 50 years (until the great recession), fueled mostly by growthin the economy
  • 7. 6 7.4 10.2 10.9 12.1 12.5 12.7 4.3 5.6 6.4 6.9 8.0 8.2 $55K $49K $59K $60K $61K $59K $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $70,000 $80,000 $90,000 0 2 4 6 8 10 12 14 1970 1980 1990 2000 2010 2015 Averageteachersalaryin2016-17dollars StafforTeachersper100students Staff per 100 students and Teacher per 100 students over time, compared to changes in teacher salary Staff members per 100 students Teachers per 100 students Average teacher salary $100,000 Pupil to staff ratio 13.6 9.8 9.2 8.3 8.0 7.9 Pupil to teacher ratio 22.3 18.7 17.2 16.0 16.0 16.1 Since 1970, staff per pupil have increased72%, and teachers per pupil have increased 88%, yet real inflation-adjusted teacher salaries have only increased7% National Context
  • 8. 6 This means that while teacher pay has kept pace with inflation, it has not kept pace with comparable jobs National Context -8.5% -7.6% -8.8% -10.2% -13.4% -12.1% -4.0% -18% -14% -16% -12% -10% -8% -6% -4% 0% -2% 1979 1984 1989 1994 1999 2004 2009 -17.0% 2014 Source: Economic Policy Institute, “The Teacher Pay Gap is Wider Than Ever”, 2016 Note: From thereport: “Figure compares weekly wages. Regression-adjusted estimates include controls for age (quartic), education, race/ethnicity, geographical region, marital status, and genderfor thepooled sample. Data are for workers age 18–64 with positive wages (excluding self-employed workers). Non-imputed data are not available for 1994 and 1995; data points for these years have been extrapolated and are represented by dotted lines.” Wage Gap between Public School Teachers and Similar Workers Accounts for hours worked and other factors
  • 9. 8 16% 26% 26% 15% 12% 5% 36% 31% 17% 11% 4% 1% 0% 5% 10% 15% 20% 25% 30% 35% 40% Distribution of Teacher Aptitude Based on Mean College SATScores 1963 2000 As of 2010, only 24% of U.S. teachers came from the top third of their college graduating classes, only 14% in poor communities. In some countries, 100% of teachers come from the top third. Lowest 2 3 4 5 Highest National Context The aptitude of new teachers has also declined in lock- step with this growing wage gap Source: Hoxby, Caroline, M., and Andrew Leigh. 2004."Pulled Away or Pushed Out?Explaining theDecline of Teacher Aptitude in theUnitedStates." American Economic Review,94(2): 236-240; Loeb, S., & Beteille,T. (2009) Did You Know?
  • 10. The resulting teacher shortages significantly impact student performance ▪ Reported increasesin: ▪ Unfilled vacancies ▪ Emergency credentialed teachers ▪ Shortage of applicants even in critical (easy to staff) subject areas ▪ Teachers teaching out of subject ▪ Schools and districts are not set up to handle the growing influx of untrained adults who are being asked to enter classrooms, sometimes with little advance training at all 9 National Context
  • 11. Nationally,North Carolina is among the lowest- funded states 9 $19.6K $0 $20,000 $25,000 Uta h Arizona Idaho Nevada Texas NorthCarolina California Georgia Colorado Tennessee Oklahoma Florida Washington Mississippi Virginia Alabama Indiana Kentucky SouthCarolina NewMexico Orego nMichigan Missouri Minnesota Arkansas SouthDakota Ohi o Wisconsin Kansas Louisiana Iowa Illinois Hawaii Maryland WestVirginia Delaware Nebraska Pennsylvania Massachusetts Montana NorthDakota RhodeIsland NewHampshire Maine NewJersey Connecticut NewYork Alaska Wyoming Vermont Total K12 Per Pupil Expenditure, 2013-14 (adjusted for geography) $15,000 National median= $11K $10,000 $8.1K $6.5K $5,000 Source: NCES; per pupil expenditures adjusted using CWI; ERS analysis
  • 12. Recently, real inflation-adjusted per-pupil funding has declined by 10%, 2X more than nationwide 9 -10% -10% -15% -20% -19% -5% Indiana Idaho Arizona Nevada Florida Georgia NorthCarolina Arkansas Wisconsin Nebraska Illinois SouthDakota Wyoming Uta hNew Mexico Colorado Mississippi Virginia Texas Hawaii Maryland Oklahoma Alabama Missouri Louisiana Michigan Maine Kentucky WestVirginia Montana Kansa s Ohi oDelaware SouthCarolina Washington Tennessee Minnesota California Vermont NewYork NewJersey RhodeIsland Massachusetts Pennsylvania NorthDakota Oregon Iow aNew Hampshire Connecticut Alaska Percent change in real inflation-adjusted dollar per pupil revenue 2009-10 to 2013-14 10% 6% 5% 0% National median = -5% Source: NCES, Common Core of Data; Bureau of Labor Statistics; ERS analysis
  • 15. 14 NC teachers earn about 67% of what similarly educated non- teachers in the state earn, even after controlling for hours worked per week andyear 94 100 Arizon aVirginia Tennessee NorthCarolina Oklahoma Colorado Georgia Missouri SouthDakota Massachusetts Texas Washington Indian aKansas NorthDakota Alabam a Connecticut Kentucky Minnesota Utah Idah o Mississippi Florida Illinois NewHampshire SouthCarolina Arkansas Montana California Delaware Louisiana Maryland Ohi oOregon Vermont NewJersey Wisconsin Hawai iNebraska WestVirginia Michigan NewMexico RhodeIsland Pennsylvania Maine NewYork Nevada Alaska Iowa Wyoming Wage Competitiveness Ratio(2012) 90 80 National median= 73 70 62 60 50 40 30 20 10 0 The wage competitivenessratio controls for age, education level, hours worked per week, and hours worked per year Source: “A coming crisis in teaching? Teacher supply, demand, and shortages in the U.S.”, Learning Policy Institute 2016
  • 16. 15 The attractiveness of the teacher profession (pay and working conditions) is particularly low in North Carolina 44.6 68.1 40 37.7 30 20 10 0 50 70 Arizona Hawaii SouthCarolina Mississippi Florida Louisiana NorthCarolina NewMexico Montana Oklahoma Maine SouthDakota WestVirginia TennesseeNew Hampshire Alabama Arkansas Colorado Kansas Maryland Nebraska Alaska Idaho Vermont Georgia Virginia Delaware Nevada Washington Wisconsin Texas California Iowa Kentucky Missouri Indiana NorthDakota RhodeIsland Michigan Utah Oregon Ohio Wyoming Massachusetts Minnesota Pennsylvania Connecticut Illinois NewJersey NewYork State Total Scores for Opportunity & Competition and Academic and Work Environment (WalletHub) Source: WalletHub 2017 60 National median = 54.0 States were evaluated on 21 metrics including starting salary, income growth potential, average teacher pension, public schoolenrollment growth, pupil-teacher ratios, and turnover
  • 17. 7% 17% 24% 5% 0% 10% 15% 20% 25% 30% RhodeIsland Utah WestVirginia NewJersey Pennsylvania Illinois NewHampshire Washington Vermont Maine Nebraska Wyoming California Connecticut NewYork Maryland OregonSouth Dakota Michigan Georgia Ohio Idaho Tennessee Iowa Massachusetts Arkansas Alabama Missouri Florida NorthDakota Virginia Colorado Kansas Indiana Kentucky Minnesota Wisconsin Alaska SouthCarolina Delaware Mississippi NorthCarolina Oklahoma Montana Nevada Hawaii Texas Louisiana NewMexico Arizona Rate of TeacherTurnover (Movers & Leavers) 2013 16 NC has higher than median teacher turnover at 17% per year Source: “A coming crisis in teaching?Teacher supply, demand, and shortagesin the U.S.,” Learning Policy Institute2016;“Finding and Keeping Educators forArizona’s Classrooms,” Morrison InstituteforPublic Policy 2017. National median = 14%
  • 18. 16 While spending levels don't always predict outcomes, at the lowest levels, they drastically limit possibility $19.6K $0 $20,000 $25,000 Uta h Arizona Idaho Nevada Texas NorthCarolina California Georgia Colorado Tennessee Oklahoma Florida Washington Mississippi Virginia Alabama Indiana Kentucky SouthCarolina NewMexico Orego nMichigan Missouri Minnesota Arkansas SouthDakota Ohi o Wisconsin Kansas Louisiana Iowa Illinois Hawaii Maryland WestVirginia Delaware Nebraska Pennsylvania Massachusetts Montana NorthDakota RhodeIsland NewHampshire Maine NewJersey Connecticut NewYork Alaska Wyoming Vermont Total K12 Per Pupil Expenditure, 2013-14 (adjusted for geography) $15,000 National median= $11K $10,000 $8.1K $6.5K $5,000 Source: NCES; per pupil expenditures adjusted using CWI; ERS analysis
  • 19. ▪ What does a state funding system needto accomplish? ▪ Understanding “adequacy” 18 ▪ What would it mean to allocate resourcesequitably? ▪ How might a state system supportexcellence and efficiency? Agenda
  • 20. Unfortunately, we know that the concentration of poverty predicts outcomes in most cases Data on school average proficiency from 4 large districts R² = 0.74 0% 20% 40% 60% 80% 100% 0% 20% 40% 60% 80% 100% R² = 0.81 0% 20% 40% 60% 80% 100% 0% 20% 40% 60% 80% 100% R² = 0.72 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 0% 20% 40% 60% 80% 100% R² = 0.77 19 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 0% 20% 40% 60% 80% 100% A B C D ELAProficiency15-16 % FRL
  • 21. School level concentration of poverty lowers performance for ALL students 89 83 82 74 56 67 63 62 56 40 100 90 80 70 60 50 40 30 20 10 0 0-19% 80-100% PercentofStudentsRatedProficient 20-39% 40-59% 60-79% Percent of Poverty Students in School Student Performance vs. School Level Concentration ofPoverty Non-Economically DisadvantagedStudent Economically DisadvantagedStudent 20Source: ERS Analysis of 8 largedistricts across 8 states
  • 22. ..And NC has a larger gap between low- and high- funded districts than most states -5% 22% -25% -20% -19% 25% 20% 15% 10% 5% 0% -5% -10% -15% Illinois NewYork Pennsylvania Texas Maryland MichiganNorth Carolina Iowa Montana Missouri Idaho RhodeIsland Wyoming Maine Nebraska NewHampshire Alabama Arizona Virginia Colorado Kansas SouthCarolina Vermont NorthDakota NewMexico Florida Arkansas Connecticut Washington Mississippi WestVirginia Oregon Wisconsin Utah Oklahoma Georgia NewJersey Louisiana Massachusetts California Kentucky Indiana Tennessee Delaware SouthDakota Minnesota Ohio %DifferenceinFundingBetweenHighest-and Lowest-PovertyDistricts EducationTrust Funding Gap, Unadjusted for Need 21
  • 23. Early Learning & Early Intervention Teaching Excellence School Funding Dimensions of resource equity School Leadership Instructional Time: Length of Day/ Year Personalized Time & Attention Social & Emotional Supports Academic Rigor: Curriculum, Instruction, & Course-taking Diverse & Inclusive Schools Support for Parental Engagement 22DevelopedbyERS inpartnershipwithChiefsfor Change
  • 24. ▪ What does a state funding system needto accomplish? ▪ Understanding “adequacy” ▪ What would it mean to allocate resourcesequitably? 23 ▪ How might a state system supportexcellence and efficiency? Agenda
  • 25. Organizing for high performance means making big shifts from traditional ways of organizing Design Essential From: To: Teacher Collaboration Teaching as anindividual enterprise. Teamsof teachers whowork together to execute a collective vision for excellent instruction, and their own professional improvement. A“one-size-fits-all” teaching job. Roles and assignments that matcheach individual’s unique skills and expertise to neededroles. Personalized Time & Attention Standardized class sizesin “one-teacherclassrooms.” Groups of teachers and students that vary across subjects, activities and students. Rigid time allocations. Flexible schedules that allow timeto vary with needs ofstudents. WholeChild Investments in culture and social-emotional support that remove resourcesfrom coreinstruction. Investments that are embedded within and reinforce the school’s core instructional work. 24
  • 26. And is the result of transformational changes in how people, time, and moneyare used 24 Design Essential Examples of TransformationalResource Changes Teacher Collaboration ✓ 90 min+ weekly for shared-content teacher teams to collaborate ✓ 100% of teams facilitated by an instructionalexpert ✓ Coaching ratios of 8-12 teachers per full-time instructional expert Personalized Time & Attention ✓ Struggling students receive 50% more time in target areas than students who are proficient ✓ Targeted student groups are adjusted more than 4x/yr based on student progress ✓ Teacher load in high-priority classes is fewer than 50 students WholeChild ✓ Regular time exists in student schedules to deliver an SEL curriculum that is developmentally appropriate ✓ Classroom teachers and school-based SEL staff meet regularly to review student data and action-plan
  • 27. ▪ Design new teacher and principalcompensation structures that attract and keep the most effective ▪ Shift staffing resources to highest-prioritysubjects ▪ Enable more flexible roles in schools that fit today's work world ▪ Explore innovative ways of delivering instruction through technology and outside partners ▪ Extend and vary instructionaltime 26 Supporting and enabling higher-performing school designs requires funding flexibility in order to:
  • 28. Funding systems can enable high performance 4 Equity Adequacy Excellence Efficiency While NC must address adequacy, funding reform must also ensure that new dollars do not flow into legacy staffing and compensation structures that no longer work for students or teachers.