A Network 21 and Illinois Education Association forum for Lake County leaders on school funding reform looked at how Illinois' system can be made more equitable without hurting wealthier districts.
In a county where some of the most economically diverse
school districts exist cheek to jowl, questions about education funding are
complex. Issues ranging from how schools should be funded — by what mix of
property taxes and state aid — and whether children should be “penalized”
because their homes are worth less or their schools can not afford technology took
center stage at a recent Lake County Town Hall meeting on education funding.
Overarching the discussion was another question: how can the state ensure all
schools have adequate funding without hurting wealthier districts?
Ill. Sen. Adeline Jay Geo-Karis (R-Zion), Rep. Robert Churchill (R-Lake
Villa), Rep. Elaine Nekritz (D-Northbrook), Sen. Susan Garrett (D-Lake
Forest) Rep. Karen May (D-Highland Park) and Rep. Kathy Ryg (D-Vernon
Hills).
These issues were debated by legislators and citizens at the May 3, 2003 Lake
County Town Hall meeting convened by Network 21: Quality Schools for Stronger
Communities, a broad-based education coalition focusing on funding issues.
Bindu Batchu, manager of Network
21, and Scott Goldstein, vice president of policy and planning at the
Metropolitan Planning Council, laid out the elements of the education funding and quality
crisis:
- 10 years of tax caps and a lack of state support for
adequate funding have pushed 80 percent of districts into deficit
spending
- Requirements of the federal No Child Left Behind Act
put additional burdens on schools, but can be an opportunity for quality
reform in Illinois
- Lake County is home to a wide variety of districts, but a surprising
number do not have adequate funding; property tax wealth in districts ranges
from $38,000 to over $1 million per pupil — this directly affects the quality
of education available to students in different parts of the region.
Moving forward, Network 21 proposed to the audience:
- Supporting the governor’s proposed increase of $250
per pupil in the foundation level, even while working to make sure any cuts in
categorical grants do not hurt districts that need the funding
- Changing the data source for the poverty level count from the outdated
U.S. Census to an annual, more accurate count
- Ensuring that state assessments are returned to schools the same year the
test is given so that teachers can use the results in the classroom
- Supporting increases in funding in support to early childhood
education programs
- Creating a mentoring and induction program for new teachers
Lake County state legislators
first tackled the difficult questions. State Senators Susan Garrett (D-Lake
Forest) and Adeline Jay Geo-Karis (R-Zion) were joined by
Representatives Robert Churchill (R-Lake Villa), Karen May (D-Highland Park), Elaine Nekritz
(D-Northbrook) and Kathy Ryg (D-Vernon Hills). Each approached the issue from a different
vantage point, but all spoke of the impending crisis hitting schools.
Sen. Garrett, acknowledging that there was “no quick fix,” announced that suburban senators had created
a suburban education caucus to begin to tackle the issue. The
purpose was to make sure suburban districts were well represented in budget
negotiations.
She pointed out the
difficulties in meeting the needs of all districts when even wealthier districts
were cutting budgets and programs.
Rep. Ryg pointed out that funding formulas go as far back as 1825, when
the state paid 2 percent for schools, and local districts could add to that through
tuition charges. The current equalization formula began in 1925, a more costly
option. Now, it is no longer possible for voters to support referendums because
of the high cost of property taxes, she said. Suburban districts do not
benefit from proposed increases in the foundation level included in the governor’s
budget. “The state must provide reliable, consistent support, and the people (of
each district) can vote for ‘extras,’” she said. “But right now every student
doesn’t have access to a good education, which is clearly a problem.”
Rep. May called the issue “difficult” due to the
many differences among Lake County districts. “In my area,” she said of the
Highland Park-Deerfield area, “citizens pay 70 to 80 percent of their property
taxes to schools; these are flat-grant, donor districts.” Not all the district
residents are wealthy, however; school funding comes from commercial or retail
taxes. That makes it difficult for at least three groups: older residents who
built the town up in the first place to stay, or farmers who have a hard time
paying their property taxes and young people who cannot afford the cost of
living in these communities.
If the state were
to go to an income tax or a percent of the sales tax to
pay for schools — alternative proposals that have been floated in Springfield — there would
be a need to drop the individual property tax. If that were to happen,
Rep. May insisted that business taxes must increase as well. “We have to be careful
that there be no drift upward," she said. Rep. May also pointed out that an
important issue in Lake County is the cost of educating students who live on
military bases, such as the children from the Great Lakes Naval Training Station
in North Chicago.
Even with the pressure of teacher shortages lessened, Rep.
Nekritz noted, there were still 2,500 vacancies at the beginning of this school
year. One-half of the teachers leave their jobs within three years. The cost of
teacher turnover is high, equivalent to about 20 percent of a teacher’s salary.
That makes looking at teacher mentoring and professional development, another
Network 21 priority, extremely important. Legislation is pending now for
mentoring, although it is unlikely to pass due to the fiscal crisis. Still, Rep.
Nekritz said, teacher turnover is something people should continue to
investigate because of its fiscal impacts.
A skeptical Rep. Churchill questioned the basic assumption that there was,
indeed, a lack of sufficient funding. He believed that in Lake County, some schools already
receive sufficient funds. In addition,
“the mantra that more money means better results” is an assumption that
needs to be analyzed, he said. Because the state has made the decision that
Illinois should have locally controlled schools paid for at the local level
— through the property tax — the representative said he was unwilling to
tinker with tax caps. “They are there for a purpose and they work.” He
said
a better way to
assess the situation was by establishing proper funding levels between schools. There
may be some changes needed because of the lack of property tax to
support Round Lake schools and the wealth of the Stevenson district, he suggested. "And
what do we do," he asked, "about communities with high growth that have no
growth supplement?"
Judy Armstrong, an active member of
the Illinois Parent Teacher Association, noted that what happened in Round Lake a few
years ago — when the State stepped in to oversee the district’s finances because it had
become insolvent — was now possible in wealthy Lake Forest. “Our Constitution
provides for every child to have a good education to grow to his or her full
capacity,” she said, adding that something had to be done to ensure each child’s
success.
While some in the audience agreed with Rep. Churchill
that funding may not need to be increased, Rep. May noted that state government
needs to provide predictable funding to the schools. Rep. Ryg added that the cost
of living adjustment is between 1.5 and 2 percent today, the ceiling for tax
caps. Yet these are not the numbers anyone contemplated when tax caps were
passed. “This was not the original intention of the legislation,” she declared,
noting that the 5 percent top was seen as much more likely.
On the second of two panels, Dr. Constance Collins, superintendent
of Zion District 6, outlined the story of her district, one that exemplifies
difficulties faced by Lake County’s poorer districts. District 6 wants
to be fiscally responsible and increase student achievement, but a lack of funding
is forcing cuts — not of fat, but bone, Dr. Collins said. The district lost
60 percent of its equalized assessed valuation when the nuclear power plant
closed down and many of the Zion students are considered needy (they qualify for
free breakfast and lunch programs because of their parents’ low incomes). Dr.
Collins listed numerous problems of districts like hers: older buildings that
have higher maintenance costs, academic achievement that is challenged by the
state, requiring the withholding of 20 percent of funds until the district’s
test scores from this year are returned. If student achievement has not
increased, those funds are held back.
The district, headed toward deficit spending, faces $1 million in cuts.
It is difficult to find teachers, particularly in speech and pathology, math and
science, and 38 teaching positions have been eliminated. “We are talking about
cutting physical education, after school activities, basic music, art and
technology — not water polo,” Dr. Collins said, (referring to news reports of a
Lake Forest High School cut).
None
of this makes the community happy; some parents have threatened to move out of
the district.
Mayor Ila Bauer of Round Lake Park followed with a summary
of the problems of Lake County communities in relation to schools: a "double
whammy" — the lack of affordable housing and insufficient state school funding. You
cannot solve the affordable housing problem without solving the school funding
issue, she said. The quality of the schools affects a community’s crime rate,
property values, funding for community services, the reputation of the community and
the reputation of one’s self. Good schools also are required for a skilled
workforce, Mayor Bauer said. “In Lake County we have unskilled and professional
workforces. We are lacking skills workers.”
Peggy Upton, from the Illinois Education Association, a cosponsor of
the meeting, opened the second panel, which focused on local perspectives. Ms.
Upton reiterated that the perspective of Lake County is one of disparities. No
one in the county wants the Illinois State Board of Education to think there
is a need to institute an oversight board, as was done in Round Lake, she said.
Yet, school districts are dealing with tight finances by increasing class sizes,
decreasing employee benefits and cutting the numbers of teachers. All of these
actions affect test scores — the measure by which the public evaluates schools.
At the same time, schools are testing children who have never been tested before
— lik children whose first language is not English and children with
disabilities. The implication is that the public judges schools solely on the
test scores and does not understand who is being tested.
Ms. Upton
noted that Beach Park has cut $1 million this year. That translates
into 40 teaching assistants and an inability to fill teacher vacancies. Yet just
one year ago, the district passed a referendum to avoid making cuts. “This
shouldn’t have happened,” she said. “We are trying to figure out why (it did).” She also
brought up the case of Grass Lake schools where fund balance ratios were above
20 percent — a healthy situation, but which have now fallen into a
negative balance. Overall, districts in Lake County are suffering, and none wants “another
Round Lake," although the results of the three year effort have been “magnificent.” It
was a concerted effort by the board, the teachers union and everyone involved to
make cuts, let class sizes increase and freeze salaries. As the district comes
out of the oversight authority, it has become a group effort, she said, that has
achieved results but will require much more effort to continue.
The meeting
ended with a call by Scott Goldstein to continue to work together
to solve these problems.