Archives for category: Budget Cuts

David Sirota’s blog “The Lever” reports that New York may tax two unusually rich private universities—New York University and Columbia University—for the benefit of the city’s underfunded public universities. This would be a bonanza for the City University of New York. There’s a long road ahead, and you can be sure that NYU, Columbia, and their powerful trustees will fight against taxation. As in the prior post, this piece was written by Katya Schwenk.

No More Private U Tax Breaks

Columbia and New York University (NYU) may lose hundreds of millions in property tax breaks under a new plan put forward by New York lawmakers, and the resulting new tax revenue would instead go towards New York City’s public university system.

The uber-rich private universities — both of which have endowments in the billions — pay virtually no property taxes despite being some of New York City’s largest landowners, thanks to tax breaks from the state. Columbia and NYU combined own more than 400 properties, worth over $7 billion in total. An investigation by the New York Times and the Hechinger Report in September found that the two schools together save $327 million a year thanks to the state’s tax breaks, and noted that the millions the universities spend on lobbying help them maintain such a favorable system.

On Tuesday, state lawmakers unveiled a package of legislation that aims to change this. The two bills would end property tax breaks for any private universities in New York that would owe more than $100 million in property taxes. The new tax money would be given to the City University of New York, which is facing a budget squeeze, and narrowly avoided devastating cuts to its colleges and programs this year.

Enacting the proposal will likely be a long road: The proposal will require a change to New York’s constitution, which means the issue will ultimately come before voters in a referendum. Yet its advocates say such a plan to change the tax breaks, which have stood for more than a century, is far overdue. The universities, said New York assemblyman Zohran Mamdani, the bills’ sponsor, have “gone beyond primarily operating as institutions of higher education and are instead acting as landlords and developers.”

Recently, I have read alarming articles about state universities eliminating majors in the humanities as a cost-cutting measure while expanding departments that grant degrees in computer science, business, and other job-related fields. Just last week, The Atlantic published an article about the downsizing of foreign languages, linguistics, and other majors at the University of West Virginia, even though the state has a surplus of nearly $2 billion. Other universities are cutting majors in history, the arts, and political science in favor of majors that enhance immediate employability.

Gayle Greene, professor emerita at Scripps College in Claremont, California, contends that such actions are short-sighted. Today—in a world of disinformation, fake news, and Artigiani intelligence—we need the humanitities more than ever so we can discern and weigh facts and reality. In this essay , she shows how tech titans like Bill Gates have encouraged the destructive trend of favoring job-ready degrees.

Greene writes:

“College is remade as tech majors surge and humanities dwindle,” announces Nick Anderson in the Washington Post, May 2023. “Remade” is an understatement, when more students today are majoring in computer science than in all the humanities– English, history, philosophy, languages, the arts— combined. And what for? In the past year, tech has laid off more than 200,000 workers, with more layoffs predicted.

 

There was a chorus of Cassandras warning against this remake: do not whittle education down to preparation for jobs that might not exist in a decade; do not sacrifice the humanities to STEM. But the hype was so loud, it drowned out the warnings. The STEM skills shortage was broadcast by business leaders, lobbyists, politicians, think tanks, media, and especially by Bill Gates, who spread the word far and wide. He announced to Congress, in 2008, “U.S. companies face a severe shortfall of scientists and engineers with expertise to develop the next generation of breakthroughs.” Obama echoed him in his 2012 State of the Union Address: “I hear from many business leaders who want to hire in the U.S. but can’t find workers with the right skills.” Obama reiterated the message in his 2011, 2013, and 2016 State of the Union Addresses, announcing, in 2013 a competition “to redesign America’s high schools,” rewarding those developing STEM classes to deliver “the skills today’s employers are looking for to fill jobs right now and in the future.”

 

The hype was hot air. “If a shortage did exist, wages would be rising” rather than staying flat as they have “for the past 16 years,” wrote Ron Hira et al in USA Today, 2014. Obama might have heeded him or Andrew Hacker, Ben Tarnoff, Matt Bruenig, Michael Teitelbaum, Gerald Coles, Walter Hickey, Michael Anft, who raised similar alarms. Or Paul Krugman, who warned, “the belief that America suffers from a severe ‘skills gap’ is one of those things that everyone important knows must be true, because everyone they know says it’s true”; it’s “a zombie idea… that should have been killed by evidence, but refuses to die.”

 

When an idea persists against all evidence, you have to ask: who profits? A 2012 Microsoft publication warned that the U.S. faces “a substantial and increasing shortage of individuals with the skills needed to fill the jobs the private sector is creating”—even though, in the summer of 2014, Microsoft laid off about 18,000 workers. Other companies,Boeing, IBM, Symantec, were also laying off thousands, sometimes rehiring them at lower salaries, even as they lamented the “lack of qualified applicants,” wrote Hacker.

 

The problem for a company like Microsoft has not been a lack of skilled workers, but that U.S. tech workers expect to be well paid. Foreign tech workers in the U.S. make about 57% what their U.S. counterparts make. Hence the tech industry’s push for easier immigration policies and H-1B visas, visas that allow U.S. businesses to temporarily employ foreign workers in specialty work like IT. If we don’t ease up on immigration policies, Gates told Congress in 2008, “American companies simply will not have the talent they need to innovate and compete.” Hence Gates’spush for coding and computer classes in schools and colleges. “Nothing would make programming cheaper than making millions more programmers,” wrote Tarnoff, “and where better to develop this workforce than America’s schools.”

 

The STEM skills shortage was the PR of an industry wanting a large pool of workers ready to work for less, an industry with enormous lobbying power. The campaign has been so successful that now hundreds of thousands of trained workers are newly unemployed in a market flooded by as many as qualified as they. It’s succeeded in bending higher education to its purposes, re-directing it to training for jobs, with tech jobs the most hyped–even though tech comprise less than 8% of the economy. Colleges and universities direct resources that way, private donors pour enormous sums that way, and students follow the money and the buzz, whatever their interests and talents. Humanities enrollments have plummeted, courses, programs, departments have been gutted, and tenured faculty let go.

 

But what even the most dire of Cassandras failed to see, even those working in AI, was the seismic upheaval AI was about to create.

 

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Obama might have been more cautious about dismantling an educational system that’s served the U.S. so well, a system widely believed to have been the engine of this country’s power and productivity. The U.S. still has the universities that rank highest internationally and have world-wide draw, in spite of the assaults higher education has lately endured. But he went ahead and based his educational policies on the vision of a technocrat (Gates’ word for himself) who sees the purpose of education as making a workforce that will allow U.S. industries “to compete in the global economy,” as Gates said in Waiting for Superman, 2010, a public-school-bashing documentary film he funded and starred in. Obama turned his education department over to the Gates foundation, as Lindsey Layton documented in the Washington Post, 2014: “top players in Obama’s Education Department who shaped theadministration’s policies came either straight from the Gates Foundation in 2009 or from organizations that received heavy funding from the foundation.”

 

With K-12, Obama uncritically adopted No Child Left Behind (NCLB), the test and assess regime George W. Bush inflicted on public schools in 2002 in the name of “reform”—even though NCLB was an acknowledged disaster by the time Obama took office. Schools could be closed if test scores declined— many were closed, especially in underprivileged areas, where kids don’t test well—which left teachers no choice but to teach to the test and strip curricula of subjects not tested, including literature, history, philosophy, the arts, languages, social sciences. The panic about test scores made a boondoggle for new ventures supplying materials for test- prepping, test-administering, test-scoring, and assessing. In fact, what test scores most reliably measure is how well kids take tests, which penalizes students from disadvantaged backgrounds and makes a mockery of claims that testing levels the playing field, the rationale for so-called reform.

 

Obama tightened the screws on Bush’s program, requiring states to agree to certain conditions to qualify for federal funding, each of them high on the Gates agenda. States had to agree to make room for more charter schools, and they did—more charters were founded on Obama’s watch than Bush’s. Gates claims that charters will create “choice” and “competition” and incentivize teachers to raise test scores. In fact they have not raised test scores, though they have succeeded in routing public funding to private interests, as they were meant to. States also had to agree to adopt a standardized curriculum. This came in the form of the Common Core State Standards, Gates’ brainchild, which wedded teaching even more closely to testing, assessing, and technology, since standardized material is easily computer-administered and scored. The Common Core has reduced reading and writing to decontextualized skills — “find the main point,” “identify the figures of speech”— which has been a major turnoff for kids. The moaning we hear lately about declining test scores is beside the point: the point is that kids are massively alienated from school because “drill, kill, bubble fill” is all they’re fed.

 

Gates has admitted that transforming K-12 is harder than he’d anticipated: “We really haven’t changed outcomes” (i.e. test scores). But he should not underestimate his impact. His perpetuation of the broken-public-schools narrative, his attack on teachers and tenure, his imposition of mechanization and measurement on an enterprise he knows nothing about, have driven teachers out of the profession in record numbers, with few lining up to take their places. Teachers have written and spoken against the Common Core, forming advocacy groups to resist it, and tens of thousands of parents have opted their kids out of testing— but the machine rolls on. The foundation “has influence everywhere, in absolutely every branch of education…federal, state, local,” with politicians, journalists, administrators, think tanks, summarizes Tom Loveless of the Brookings Institute.

 

Higher education has been harder to get hold of, on account of the respect it commands throughout the world. But harping on its failures to meet market needs has done much to skew it the Gates way. “The [Gates] foundation wants nothing less than to overhaul higher education, changing how it is delivered, financed, and regulated,” wrote Marc Parry, Kelly Field, and Becky Supiano, in a brilliant expose, “The Gates Effect.” It “would like college to be cheaper, more accessible, and more targeted towards the specific skills desired by employers. Instead of a broad education where a college student might take courses across a range of subjects, the new model has students demonstrating ‘competencies’ by passing tests in specific areas, and receiving a certificate upon completion.” Thefoundation “hasn’t just jumped on the bandwagon,” the authors conclude; “it has worked to build that bandwagon.”

 

And its stranglehold on mainstream media is murderous. As with K-12, “Gates buys up everyone and engineers the appearance of a consensus,” writes Diane Ravitch. Ravitch was in the first Bush education department and a proponent of No Child Left Behind, but turned against it when she realized its purpose was to route public resources to private interests; she has been a powerful advocate for public schools ever since. As with K-12, “the foundation has bought the research, bought the evaluations, bought the advocacy groups, and bought the media to report on what the foundation is doing. It has lavished support on education journals, while also saturating them with ads and ‘sponsored’ articles.” As with K-12, this creates the sense of a hue and cry from many quarters, of widespread agreement that higher education is broken, resists change, resists innovation, needs technology, needs to produce more STEM workers.

 

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Fifty years ago, the humanities had a “national mandate,” writes Nathan Heller in a widely read New Yorker article, “The End of the English Major,” February 2023. The liberal arts had pride of place. Now the mandate has moved to STEM, with more than a little push from business interests keen to transform higher education to job preparation and right-wing anti-education agendas.

 

In 2013, Obama’s administration produced a “Scorecard,” an online tool to show “folks” where they can get “the most bang for the buck,” as he promised in his 2013 State of the Union address. The Scorecard has Gates’ fingerprints all over it. It ranks colleges according to number of graduates, speed to graduation, starting salaries, time taken to pay back student loans—which makes a college rise higher in the rankings for graduating a hedge fund manager than a teacher. And higher education has cooperated, inviting managerial administrators in to make education “more like business,” lean, mean, and cost effective. They’ve stripped away courses and programs with no “real world” value and cut back in areas they deem inessential— like teaching, which has been turned over to part-timers or online programs, while tenured faculty are let go, and with them, tenure. Administrators hire more administrators, offices and functionaries proliferate, and academia is saddled with a top-heavy bureaucracy that drains resources. Then along comes a pandemic that cuts into college enrolments and devalues any enterprise without immediate utilitarian value—and here we are. The humanities are beyond crisis; they’re “on life support,” writes James Engell, Harvard Magazine, February.

 

And the STEM bandwagon rolls on, powered by Gates lobbying, onto the floor of Congress, where the Higher Education Act, the federal law governing crucial policies such as accreditation and standards that qualify colleges for financial aid, is overdue for reauthorization. In May 2019, the Gates foundation established a new lobbying group, “Commission on the Value of Postsecondary Education,” to make sure Congress understands the “value” of postsecondary education, “value” defined in terms of graduates’ salaries and social mobility. Prior to this lobbying group, the foundation exerted its influence from behind the scenes, but launching a 501c (4) nonprofit enables them to “talk directly with legislators about laws,”explains Nick Tampio. In May 2021, the Commission published a 117-page report, Equitable Value: Promoting Economic Mobility and Social Justice through Postsecondary Education, which spells out elaborate systems of measurement and assessment to make sureschools render dollar for dollar return on investment. The foundation is now in a position to assure that federal funding gets routed to majors leading to jobs Gates sees as vital to the economy.

 

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In 2018, Benjamin Schmidt cautioned against remaking higher ed to meet alleged market needs because nobody could predict what jobs would look like in ten years. Now, with AI to do the work of many humans, we might ask what jobs will look like in ten months. In March, Goldman Sachs released a report estimating that “generative AI may expose 300 million jobs to automation,” work that “might be reduced or replaced by AI systems,” summarizes Benj Rfestfd in Ars Technica. An insider, “Scott,” comments on a NYT article, March 28, on likely effects of GPT (“generative pre-trained transformers” that produce human-like text and images):

 

As a software entrepreneur who is part of a think tank that studies AI, I can tell you that GPT is not overhyped… it impacts every job from manufacturing to knowledge work, and with some imagination even agriculture, food production and restaurants… People are focusing on a single job? You should start thinking of entire professions, industries and companies (thousands of which GPT will put out of business this year). Our politics are not ready for the disruption, deflation and unemployment.

 

“We have summoned an alien intelligence,” write Yuval Harari, Tristan Harris, and Aza Raskin in the NYT in March. Our first contact with AI, they note, the relatively simple manipulation of attention by social media, was catastrophic: it “increased societal polarization, undermined our mental health and unraveled democracy.” What comes next is anybody’s guess, but a lot of people are worried, including more than a thousand tech leaders and researchers who signed an open letter in March calling for a six-month moratorium on the development of GPT, citing its “profound risks to society and humanity.”

 

“It’s a completely different form of intelligence,” says Geoffrey Hinton, the “godfather of AI,” who resigned from Google so he could speak freely; and it’s likely to be “much more intelligent than us in the future.” It has the capacity to flood the internet with fake images and misinformation so convincing that we may “not be able to know what is true anymore”—which is dire for democracy. There are calls for regulation, including from Sam Altman, CEO of Open AI, the company that created GPT-4: “the current worries I have are of disinformation problems, economic shocks, or something else at a level far beyond anything we’re prepared for.”

 

Meanwhile the titans, Google, Amazon, Microsoft, Meta, are out of the gate, racing for the spoils.

 

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How to deal with an alien intelligence that’s faster and smarter than we are? Killing the humanities has left us a bit understaffed in this department. By eliminating subjects that might teach us about ourselves and our fellow beings, we’re exacerbating the problems confronting society. Misinformation and conspiracy fantasies flourish, racism and hate crimes are on the rise, along with mortality rates, not only from Covid but “deaths of despair.” Quality of life in the U.S. has plummeted.

 

Many people fear that the STEM craze may be turning out graduates ignorant of the past and their world, ill equipped for the challenges of an increasingly uncertain future. Spending one’s college years mastering the practical skills of a specialized field does not cultivate a broad understanding of the world. Minds need to be developed all around, if they are to “understand human behavior” and achieve “emotional intelligence and mental balance”— the capacities Yuval Harari says young people most need as they face dizzying change. They’ll need, above all, ”the ability to keep changing,” qualities of adaptability and versatility cultivated by the kind of education we’ve trashed.

 

“Major in being human,” David Brooks advises young people who are wondering where to turn with AI threatening to steal their futures. Ask yourself, “which classes will give me the skills that machines will not replicate, making me more distinctly human?” Gravitate toward classes that will help you develop “distinctly human skills… that unleash your creativity, that give you a chance to exercise and hone your imaginative powers.” That would be the humanities, small, discussion-based classes where students learn about the past and creations of their kind, about what humankind has been and might be; where they learn to articulate their positions and see that others have positions too, that they can disagree yet get along—which goes a way toward learning to live in society. Find the human, urges Douglas Rushkoff in Team Human, and find the others who can help us resist the anti-human agenda and “restore the social connections that make us fully functioning humans.”

 

The stakes are high. A 2020 study, “The Role of Education in Taming Authoritarian Attitudes,” found that in all the countries surveyed, higher education correlated with resistance to authoritarianism, but it made the greatest difference in the United States, on account of our unique system of general education based in the liberal arts. Yet this is the system we’re letting go. Authoritarianism thrives on misinformation, on simplistic, us-them thinking. Democracy requires that people deal with complexity, think, question, interpret, inquire, sort out information from misinformation, push back against agendas being pushed on us, take nothing on authority. It requires that people know how to read their world, interpret, evaluate, inquire, consider context and consequences, and know how to seek sources other than social or corporate media. Decoding has a longer shelf life than the coding Gates is pushing. It’s crucial to democracy –and to employability, it turns out, since skills alone become rapidly obsolete.

 

To disinvest in the humanities is to disinvest in the human, to give up on the hope of a livable world and more humane future. Which is why it’s urgent to resuscitate the humanities and not outsource our humanity to Hal.

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Gayle Greene is Professor Emerita, Scripps College, Claremont, CA. Her most recent book is Immeasurable Outcomes: Teaching Shakespeare in the Age of the Algorithm (Johns Hopkins UP, 2023), which makes a case for the humanities by actually showing what goes on in a small discussion class.

Gaylegreene.org

The Center for Budget and Policy Priorities in D.C. issues reports on high-profile issues. This one should be in the hands of every legislator, school board member, and policymaker. It succinctly explains why states should not authorize vouchers.

Iris Hinh and Whitney Tucker wrote this report, which was published in June 2023. One conclusion is clear: vouchers inflict damage on public schools, attended by the vast majority of children, while helping affluent families. .

Hinh and Tucker write:

K-12 school vouchers are typically funded through state revenues and give families a set amount of money per eligible student to cover a portion of private school tuition. These vouchers divert money away from public schools, sometimes by directly re-routing education funding to private schools, and other times indirectly by making it harder to pay teachers, buy new textbooks, and provide quality after-school programming. The support for public schools is high: families overwhelmingly support their schools, and many teachers and other advocates for public education oppose vouchers.[1]

In the past few months, state lawmakers have expanded and created a record number of school voucher programs with little to no limits on eligibility. This will deplete available state revenues for public education and other critical services and do little to expand opportunity for students.

Regardless of whether school vouchers directly or indirectly divert funding from public schools to private education, state K-12 funding formulas depend on some metric of student count to allocate per-pupil funding. Some school districts can absorb some of the cuts with layoffs and reduced spending on textbooks and supplies. But fixed expenses such as air conditioning, school buses, and building maintenance can lead to funding shortfalls and layoffs.

In early 2023, these states created or expanded their school voucher policies:

  • Nebraska passed the state’s first voucher program, a K-12 tuition tax credit initially capped at $25 million annually, though the cap could rise to $100 million a year depending on demand for tax credits. Individuals and businesses can donate up to half of their taxes owed (with a maximum of $100,000); donations are funneled to scholarship granting organizations (SGOs), which pay private school tuition and other eligible expenses on behalf of students and their families. The tax credits reduce tax liability and thus, decrease the state revenues available for investments in public services, including public schools. Public school advocates are planning to challenge the bill on the 2024 ballot.
  • ArkansasLEARNS Act created, among other harmful policies for public education and teachers, an education savings account (ESA) program, which will phase in universal eligibility by the 2025-2026 school year and provide state-funded vouchers for families to use toward private school tuition and several other allowable expenses (like homeschooling, exam fees, and tutoring).
  • Florida broadened eligibility requirements to make its existing ESA program available to all students (rather than only students with disabilities or those from low-income families), with an estimated cost of $4 billion in the first year of implementation.
  • Iowa created an ESA that is initially targeted to families with lower incomes. But it will expand over time to include all students by the 2025-2026 school year and cost over $340 million per year when fully in effect.
  • South Carolina expanded the state ESA, lifting household income eligibility to 400 percent of the federal poverty level beginning in 2026-2027, but placing a 15,000-student cap on the program.
  • Utah created an ESA starting in the 2024-2025 school year that is available to all students but gives priority to students based on their household’s income.

Other states should not follow the paths of these states. For one, school vouchers primarily benefit wealthier students, families, and businesses. States with existing voucher programs — Arizona, Missouri, New Hampshire, and Wisconsin — have reported that most families who benefitted were already covering the costs of private schools and homeschooling prior to the voucher becoming available.

Wealthy people and companies also benefit when vouchers take the newer form of K-12 tuition tax credits. People and companies who donate to SGOs are allowed to opt out of paying tax to fund public needs and instead fund tuition scholarships at private K-12 schools. This tax incentive can provide state credits — up to 100 percent of the donation — to families with incomes over $200,000 and even allows businesses to profit from claiming federal expense deductions and avoiding capital gains tax.

Vouchers can also increase the likelihood that students experience discrimination and harm. Private schools are not required to offer the same federal civil rights protections for students as public schools. In fact, many voucher bills explicitly require families to waive students’ protections and rights under the federal Individuals with Disabilities Education Act for educational services that students with disabilities may need to learn.

Further, vouchers do not necessarily expand opportunities for students with the greatest needs. Students from families with low incomes often face barriers to navigating the voucher application and private school admission processes. Smaller, rural areas often rely on their local public schools as community hubs and primary sources of employment. Private schools can more easily push students out without recourse based on how they style their hair, what they wear, test scores, and subjective disciplinary action.

Voucher costs often grow beyond what is projected and thus, reduce overall revenues for other state spending. A recent study of school voucher programsin seven states shows how state voucher spending from 2008 to 2019 increased by hundreds of millions of dollars annually, while K-12 spending for public education declined despite public school enrollment increases. Arizona became the first state to implement a universal voucher program in 2022, and as of mid-March 2023, the ESA program is expected to cost the state at least $345 million more than initial projections for the first year. New Hampshire’s voucher program was estimated to cost $130,000 in 2021 and it now costs $14.7 million. And a few private schools in Iowa are already raising tuition only a few months after the new voucher program passed in January of this year.

Some state lawmakers understood the great cost at the expense of public services and stopped multiple school voucher bills this year. For example, 16 House Republicans broke with their party to defeat Georgia’s universal voucher proposal in the final hours of session. And Idaho Senate Republicans raised concerns about the long-term cost of a universal ESA bill, which also applied to subsequent voucher bills.

As some states continue to debate school vouchers during legislative sessions, state lawmakers should understand that their actions now and in the future will have large fiscal and harmful consequences for public education and student opportunities.

Another state that did NOT pass vouchers was Texas, even though Governor Greg Abbott called four special sessions of the legislature. Rural Republicans refused both bribes and threats and voted against vouchers because they wanted to protect their community schools.

More States Are Considering Harmful School Voucher Proposals in 2023

The graph above appeared in an earlier version of this report, published in March 2023.

Jeff Bryant writes frequently about education issues. He is based in North Carolina but writes about controversies across the nation. Jeff Bryant is the chief correspondent for Our Schools, a project of the Independent Media Institute. In this post, he explains how universal school vouchers—vouchers for all students, regardless of family income—is wrecking state budgets. The marquee example of vouchers’ fiscal impact is Arizona, where the voucher program is now nearly $2 billion a year.

He wrote:

In 2023, Republican state governors went to unprecedented lengths to enact universal school voucher programs in legislative sessions across the country and made support for these programs into rigid party ideology. Republican Texas Governor Greg Abbott, for instance, went so far as to recall the state’s legislature for a fourth special session, a historically unprecedented action in the Texas Legislature’s 176-year history, according to a November 7 article in the Texas Tribune. According to the report, “[t]he biggest point of contention” is a universal school voucher bill that House Republicans have repeatedly rejected. Previously, Abbott warned any Republican holdouts that they would be challengedfrom within the party in the 2024 primary elections if they didn’t get in line and extend their support for vouchers.

Abbott calls his voucher plan “education freedom,” echoing a term favored by former President Donald Trump’s Secretary of Education Betsy DeVos, who used her office to push for a federally funded nationwide school voucher program.

School vouchers can take on many forms, including tax credit programs—which give tax credits to anyone who donates to nonprofits that provide school vouchers—and so-called education savings accounts (ESAs), which allow parents to withdraw their children from public schools and receive a deposit of public funds into an account that they can tap for education expenses. Abbott is attempting to push through an ESA in Texas.

When voucher programs were initially enacted in early adopting states, such as Florida and Arizona, eligibility was limited to low-income families or to children with special needs or circumstances.

When voucher programs were initially enacted in early adopting states, such as Florida and Arizona, eligibility was limited to low-income families or to children with special needs or circumstances. But the trend over the last few years has been to make these programs open to all or nearly all families. What Abbott is proposing, in fact, would allow all families to apply for vouchers.

Nine states have enacted universal school vouchers as of November 2023, including Arizona, Arkansas, Iowa, Florida, North Carolina, Ohio, Oklahoma, Utah, and West Virginia, according to State Policy Network, a school choice advocacy group. Indiana’s voucher program is “near universal,” as 97 percent of families are eligible under the scheme.

Republicans who oppose universal school vouchers, in Texas and elsewhere, have expressed concerns about diverting tax dollars from public schools, especially in rural communities, to private education providers that have little or no accountability for how they spend the money. They’ve also questioned the constitutionality of giving parents public funds to spend on private religious schools.

But Republican state lawmakers who claim to be strict watchdogs on government purse strings should also be concerned about another consequence of enacting these programs—their potential to quickly run through estimated costs and produce sizable deficits.

According to multiple reports detailed below, states that have been among the earliest to adopt universal voucher programs are finding that their costs are far exceeding estimates primarily due to the high numbers of families taking advantage of the programs. These families mostly never had their children enrolled in public schools.

In state after state, the number of families using vouchers to “escape” so-called failed public schools—an original argument for vouchers—is dwarfed by a larger population of families who already had their children enrolled in private schools and are using voucher money to subsidize their private school tuition costs.

Another large percentage of voucher users are parents who homeschool their children and use voucher funds to cover expenses they would previously have been shouldering themselves. Vouchers also appear to be incentivizing parents with rising kindergartners to choose private schools instead of their local public schools.

Other reports have raised concerns about the financial wisdom of giving parents free sway over how they use voucher money, citing evidence that parents have used the funding to make extravagant purchases or buy products and services that have dubious educational value.

In the meantime, policy leaders and experts alike warn that universal voucher programs are sending states, which are constitutionally obligated to balance their budgets, into uncharted financial waters.

‘It Depends on the State and Is Hard to Know’

Where will funding to cover cost overruns of voucher programs come from?

“It depends on the funding mechanism in the voucher law,” according to Jessica Levin, an attorney and director of Public Funds Public Schools, an organization that opposes efforts to redirect public funds for education to private entities.

“For programs that divert funds earmarked for public schools… the voucher funding would dip further into public school funds and/or appropriations,” Levin explained in an email to Our Schools. “For vouchers that are funded with general revenue funds, more money would come out of the state general fund.”

Funding for Abbott’s proposed voucher plan, for example, draws from the state’s general revenue rather than the main source of funding for K-12 education.

Levin added that there could be other mechanisms to prevent cost overruns, including spending caps written into the voucher law and separate appropriations laws that could limit the total funding.

But in terms of what a state might cut to balance out the impact of voucher costs, Levin said, “It depends on the state and is hard to know.”

So far, Republican lawmakers have either denied the existence of these cost overruns, or they’ve been unclear about where money to cover the deficits will come from.

“I haven’t seen coverage of that question,” said Joshua Cowen, a professor of education policy at Michigan State University, who replied to a query from Our Schools.

Cowen has been an outspoken critic of voucher programs primarily because of their tendency to have a negative impact on student achievement.

Cowen has also expressed concerns about the potential financial impacts of these programs, noting in an April 2023 interview, that “[T]he real issue is that you’re getting the state standing up new budgetary obligations to prop up private school tuition where otherwise [those costs] have been borne by the private sector.”

And he has warned of the dangers of vouchers to incentivize a market for “sub-prime” private schools that would quickly open to get the money but then prove to be unsustainable and just as quickly close.

On the issue of voucher program cost overruns, Cowen told Our Schools, “I assume states have different rules about what amounts to deficit spending. But I’m not sure. Arizona is obviously the massive one.”

‘Arizona… the Massive One’

In Arizona, the first state to pass a universal school voucher program, according to the New York Times, Democratic Governor Katie Hobbs has raised an alarm about the enormous cost overruns coming from ESAs, according to KTAR News.

In a memo issued from her office, Hobbs declared that the voucher program “may cost taxpayers up to $943,795,600 annually, resulting in a potential $319,795,600 general fund shortfall in FY 2024.”

It would appear that these cost overruns would have to eventually be covered by the state’s general fund. According to Common Sense Institute Arizona, an organization that advocates for school vouchers, “The ESA program is fully funded by the state’s general fund.”

For that reason, Hobbs maintained that the impact of these costs will go beyond funding for public schools, KTAR reported. “Public safety, all the big budget priorities are going to be impacted if [the cost overrun] continues to grow at this pace,” she said.

In May 2023, Andrés Cano, who was then the Democratic state representative and House Minority Leader, seemed to agree with Hobbs and told ABC15 Arizona, “We’ll either have to tap into the rainy day fund, or we’ll have to cut core state priorities.”

Despite these unplanned costs, “Republicans who have the majority in the state legislature refused any attempt to cap or cut ESAs,” ABC15 Arizona reported. Arizona’s universal voucher program was created by the state’s former Governor Doug Ducey who called it the “gold standard of educational freedom,” according to the Washington Examiner.

Please open the link to finish this important article.

I don’t know how Thom Hartmann does it. He puts out one brilliantly researched article after another, connecting the dots and explaining why our country and our democracy are in trouble. The Democrats want to build a sturdy safety net; the Republicans want everyone to fend for himself or herself. If you are rich, the Republican formula works; if you are not, you are in trouble. It’s amazing that so many who rely on government programs give their vote to a party pledged to kill those programs.

He writes:

In the 1930s, after FDR rolled out programs to aid the homeless and unemployed across the country, America enjoyed a longer life expectancy — and more healthy years within that life expectancy — than any other wealthy nation.

While some of that was due to the public health crisis echoing across Europe in the wake of World War I, it was largely because FDR’s Democrats in charge of the country were building schools and hospitals like there was no tomorrow. 

Republican President Eisenhower followed in that tradition through the 1950s, and in the 1960s LBJ rolled out Medicare and Medicaid. As a result, we continued to have the world’s best lifespans and quality-of-life.

Then came Reagan’s austerity and neoliberalism campaigns in 1981 and America began to become unraveled.

A new study published by the National Academy of Sciences in the journal PNAS Nexus looked at “excess deaths” (they called them “missing Americans”) in our country versus others around the world. The researchers from Boston University School of Public Health, the University of Pennsylvania, and the Harvard Medical School and TH Chan School of Public Health found:

“The United States had lower mortality rates than peer countries in the 1930s–1950s and similar mortality in the 1960s and 1970s. Beginning in the 1980s, however, the United States began experiencing a steady increase in the number of missing Americans, reaching 622,534 in 2019 alone.”

The excess deaths, it turns out, are almost all entirely the result of Republican policies, both at the federal and state level. 

The researchers found:

“Stagnant minimum wages and losses of collective bargaining protections have contributed to widening economic inequality. A scant safety net for working-age adults and the absence of universal healthcare have privatized risk, tying health more closely to personal wealth and employment.

“Additionally, lax regulation of opioids, firearms, environmental pollutants, unhealthy foods, and workplace safety has contributed to elevated US mortality, particularly among lower-educated and lower-income people.

And it’s worse in Red states:

“Increasingly divergent policies at the state level have resulted in widening health gaps across US states. In those geographic areas of the United States where excess mortality has increased the most, voters have turned towards policy-makers who have further undermined population health, e.g. through refusal to expand Medicaid or to implement firearm regulations.”

While not coming right out and saying that people live longer in Blue states than Red states, that’s largely what the study found. And it’s not a small effect:

“In 2021, there were 26.4 million years of life lost due to excess US mortality relative to peer nations…”

While President Eisenhower ran for re-election in 1956 by bragging about how on his watch millions more Americans had gotten good union jobs or signed up for Social Security, by 1981, when Reagan took office, the 1978 efforts of five corrupt Republicans on the Supreme Court to legalize political bribery were beginning to seriously take hold.

That’s when everything changed. Since 1981, millions of Americans have died unnecessarily because of neoliberal austerity policies: their lives were sacrificed on the altars of increased corporate profits and lower taxes for billionaires.

— Reagan told us that the “union bosses” were just out for themselves and the best thing American workers could do was to rely on their employers’ good will. He also claimed that the minimum wage actually hurt low-wage workers because, he said, it prevented employers from hiring more people.

Both were lies, as history has vividly shown, and both contributed to our epidemic of early and unnecessary deaths, as Red state minimum wages are still as low as $7.25/hour and Red “Right to Work for Less” states make it nearly impossible to unionize.

“Stagnant minimum wages and losses of collective bargaining protections have contributed to widening economic inequality” that leads to early deaths, reported the researchers.

— The Republican backlash to Obamacare extending Medicaid to everybody in the country wasn’t limited to their lawsuit before the Supreme Court that ended up letting Red states opt out of coverage, or to the Astroturf “Tea Party” movement funded by rightwing billionaires.

— To this day, more than a decade later, there are still a dozen Red states that have taken the five Republican justices up on their offer and refuse to expand the program. Those Republican-controlled states have also thrown hundreds of bureaucratic roadblocks to people getting any kind of state services, from food stamps to unemployment insurance to housing assistance.

“A scant safety net for working-age adults and the absence of universal healthcare have privatized risk, tying health more closely to personal wealth and employment” that leads to early deaths, reported the researchers.

— A collaborative research project between the University of Texas and the University of Toronto published in The Journal of the American Medical Association found that the Red state preference for deregulation and a lack of oversight: 

“…explained 9.2% of an enrollee’s odds of receiving prolonged opioids… The correlation between a county’s Republican presidential vote and the adjusted rate of … prolonged opioid use was 0.42 (P<.001). In the 693 counties with adjusted rates of opioid prescription significantly higher than the mean county rate, the mean Republican presidential vote was 59.96%, vs 38.67% in the 638 counties with significantly lower rates.”

— Cancer alley is alive and well in Texas and Louisiana thanks to Republican governments’ in those states refusal to enforce environmental regulations that would keep carcinogens out of the air and water.

— A child living in Mississippi is ten times more likely to die from gunshot than a child in Massachusetts because Republicans in Mississippi refuse to adopt rational, constitutional gun control regulations like Massachusetts has had for decades.

— Obesity and the diabetes, heart disease, and strokes associated with it are vastly more prevalent and thus deadly in Red states than Blue states because so many more people are living in poverty in Red states and junk food is cheaper than healthy food.

— Twenty-nine states, encompassing virtually all the nation’s Red states, have no state-level workplace safety agencies; those only exist in 21 mostly Blue states. As a result, Red Wyoming has 10.4 workplace deaths per 100,000 workers while Blue Rhode Island only has 1.0 deaths per 100,000 workers.

“Additionally, lax regulation of opioids, firearms, environmental pollutants, unhealthy foods, and workplace safety has contributed to elevated US mortality, particularly among lower-educated and lower-income people” wrote the researchers about unnecessary/early deaths in America.

When The Washington Post looked into the differences between Red and Blue states, what they found was shocking. 

For example, noted the authors:

“Ohio sticks out — for all the wrong reasons. Roughly 1 in 5 Ohioans will die before they turn 65, according to Montez’s analysis using the state’s 2019 death rates. The state, whose legislature has been increasingly dominated by Republicans, has plummeted nationally when it comes to life expectancy rates, moving from middle of the pack to the bottom fifth of states during the last 50 years, The Post found. Ohioans have a similar life expectancy to residents of Slovakia and Ecuador, relatively poor countries.”

While it would be easy and glib to say that Republican politicians want the citizens of their states to die young, the simple truth is that they don’t care: their priority, instead, is the profitability of the companies in their states and keeping the taxes on their oligarchs low.

Author Mark Jacob noted on Xitter: 

“Voting for Republicans is like eating poison.”

In fact, eating poison is a choice. Most people trapped in Red states, though, don’t have the means or ability to move to a Blue state because they’ve been denied a good education, are saddled with medical debt, and/or haven’t made enough at their work to afford the transition.

Blue states, for their part, are fighting back on behalf of their citizens. As Bernie’s poverty advisor Nikhil Goyal wrote for The New York Times:

Fourteen [Blue] states have adopted a state-level child tax credit, with many featuring a fully refundable provision so that families with little to no income can benefit. This year, New Mexico has expanded free preschool seats and made child care free for families earning up to four times the federal poverty rate — roughly $120,000 for a family of four.

“In the upcoming fiscal year, Minnesota will pour more than $250 million of additional funding into early childhood education to reduce the costs of child care and create thousands of new preschool slots. This includes $10 million to supplement funding of the federal Head Start program, which serves children up to the age of 5 and should be bolstered by states.

“Today, nine [Blue] states have universal free school breakfast and lunch on the books. Just last month, the governor of Illinois, J.B. Pritzker, established a $20 million initiative that will help fund grocery stores in food deserts.”

But every action draws a reaction, as Isaac Newton was quick to point out. Republicans are now trying to do to Blue states — to all of America — the same damage they’ve done to Red states over the past 40 years.

In the eleven months since Republicans have taken control of the US House of Representatives, child poverty in America has doubled. This is because Republicans in the House refused to renew programs Democrats put in place providing health care, food assistance, housing support, the child tax credit, and subsidized child care: all have now expired.

In the past 40 days, 3.2 million children lost access to healthcare, 70,000 childcare and preschool programs have closed, and the child tax credit has expired. So have the Supplemental Nutrition Assistance Program’s emergency allotments. As of yesterday, 10,046,000 Americans have been kicked off Medicaid, nearly all in Red states.

And it’s all intentional.

Republicans will proudly tell you it’s necessary to keep taxes low on their billionaire donors, and to prevent poor people from becoming “lazy.” Speaker MAGA Mark Johnson will tell you that it’s the Christian way, just like trashing queer people and forcing 10-year-old rape victims to carry their pregnancies to term.

Welcome to the 2023 GOP and their plans to “deconstruct the administrative state” and drag America back to the 19th century.

Mark Jacob was right about the poison part. But instead of Republican voters eating it, their politicians are determined to force it down the throats of all of us, our children, and our grandchildren.

Political parties show their true colors when they offer a budget. Republicans, who control the House of Representatives just showed that they don’t care about funding education. They especially don’t care about funding schools attended by poor kids. They want to slash Title I—the most important federal funding for poor kids—by 80%. Remember that the next time that Republicans cry crocodile tears for poor kids.

Politico reported:

HOUSE TAKES UP EDUCATION FUNDING AS SHUTDOWN LOOMS: As House leaders wrangle votes for a stopgap measure to head off a shutdown at the end of the week, House Republicans are also turning to longer-term appropriations for education programs. The House is set to consider on the floor this week Republicans’ education funding bill that would make deep cuts to federal education programs, including drastic reductions to aid for low-income schools.

— What’s in the bill: The GOP bill to fund the Education Department for the 2024 fiscal year would provide $67.4 billion of new discretionary funding, a reduction of about 15 percent compared with 2023. But the bill would also rescind more than $10 billion of funding for K-12 education that was already approved by Congress, bringing the overall cut to the Education Department to about 28 percent from fiscal 2023.

— Among the most drastic proposed GOP cuts would be the $14.7 billion reduction to federal spending on low-income school districts under Title I, an 80 percent reduction. Democrats say that funding level would translate into 220,000 fewer teachers in classrooms across the country.

— The bill also includes policy riders that would block a slew of Biden administration education policies, such as its overhaul of Title IX rules and new student loan repayment program known as SAVE. The bill would also end the administration’s safety net program that eliminates most penalties for borrowers who miss their monthly payment for the next year.

— The GOP’s top-line funding levels for education won’t survive negotiations with the Democrat-led Senate and White House. A bipartisan proposal by Senate appropriators calls for keeping overall spending on education at roughly the same level as 2023. Biden’s budget requested a 13.6 percent increase.

— But the vote on making deep cuts to funding for schools could put some moderate House Republicans in a tough spot and hand Democrats some election-year messaging fodder.

Meredith Lee Hill of Politico reports that House Republicans are itching to cut the food stamp program, but running into opposition from Democrats and farm-state Republicans.

Mike Johnson‘s new role as House speaker heightens the chances of a major political clash next year over one of the nation’s largest welfare programs and the government’s preeminent aid package for farmers and rural America.

The fallout is likely to reverberate in countless congressional races, not to mention President Joe Biden’s attempts to win back rural votersin the 2024 presidential race.

Johnson, more so than previous Speaker Kevin McCarthy, is a proponent of more hardline GOP efforts to overhaul the Supplemental Nutrition Assistance Program, the country’s largest anti-hunger program that serves 41 million low-income Americans. As a senior member of the conservative-leaning Republican Study Committee, Johnson backed proposals to roll back food aid expansions under Biden and block states from exempting some work requirements for SNAP, formerly known as food stamps. In 2018, Johnson referred to SNAP as “our nation’s most broken and bloated welfare program.”

Now, the RSC, Freedom Caucus hardliners and other Republicans are pressing to include similar measures in the next farm bill. Such a move would upend the fragile bipartisan coalition needed to pass the legislation — a blow to House Republicans who represent the majority of rural and farm districts, including Johnson, as well as more centrist GOP members who will be fighting for their political lives in 2024.

Open the link to read more.

Didn’t Jesus say something about feeding the hungry and clothing the needy? Why do these people rattle on about Christianity but ignore the words of its leader?

Julie Vassilatos, public school parent, is shocked that Governor J.B. Pritzker has reversed course on his campaign pledge to let the state’s voucher program die. Vouchers are a zombie policy. They were sold over the past 30 years as a surefire way to “save poor kids from failing schools,” but poor kids do worse in voucher schools, and the primary beneficiaries are kids who never attended public schools, families who get a break on their private school tuition. Vouchers have failed. They are nothing more than a trick to fund families whose children attend private and religious schools.

She writes:

Just in time for Halloween, Illinois Gov. Pritzker says he’ll sign whatever “Invest in Kids” legislation crosses his desk. 

Hearing this news gave me a crickly, creepy feeling up the back of my neck. I honestly thought legislators had decided to allow this thing to die its timely death, reach its expected and planned demise. The legislation was originally supposed to sunset in 2023. But it sounds like it’s creeping back from wherever bad policy goes to die. Crawling back from the mostly dead, only to be reanimated, dressed up in a new school uniform, all its awful secrets covered up.

Secrets like: unaccounted-for dollarsOpaque student outcomesMore than $250M in taxes unpaid by the wealthiest Illinoisans. Private schools, with private school rules, getting public moneyDiscrimination against disabled students, non-religious students, LGBTQ students and familiesExpansion of wealth gaps and inequityDisinvestment of public schools

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And worst of all? Tax-credit scholarship programs have demonstrated not just bad, but downright terrifying longterm results

Catastrophically bad results. I’m not being hysterical about this, either—these are results drawn from long term research by universities all over the country. Anyone concerned with education outcomes for children—for our most vulnerable children—should care about this data. Because offering children “choice” through vouchers does not help them. It looks like this:

— In Arizona, its recently implemented universal Empowerment Scholarship Accounts divert, on average, $300,000 away from every neighborhood school. The program—granting a $7300 scholarship per child to use for homeschooling or private school—is approaching $1B in cost, funds things like European trips, Disney+, and trampolines,supports “fly-by-night” unaccredited, unlicensed pop-up schools, and may bankrupt the state. Like Illinois’ program, accountability is thin and there is little transparency about the use of tax dollars or the actual results for children

— In Milwaukee, one of the longest running voucher programs in the country has failed to yield positive outcomes. “Among black eighth-graders in 13 urban school districts, Milwaukee—where black students make up more than 70 percent of all voucher recipients—ranked last in reading and second-to-last in math.” In 25 years we should be seeing something better than this—especially given the cost of these programs, both in tax dollars and in the financial hit taken by public schools. In 25 years, more importantly, the vulnerable children subjected to these programs should be flourishing, not failing. 

— In Florida, tuition tax credit program students made no gains in reading or math; in Louisiana, a University of Arkansas study found “large negative impacts after 4 years” for participants in the program

— Indiana University researchers have found that the larger voucher or tax credit scholarship programs become, the worse the results they generate. Large programs generate negative results that are shockingly bad, equaling or exceeding the impacts of natural disasters and the pandemic

Ignoring the damning data, proponents of tax credit scholarships depend on emotional rhetoric to support their cause—who could possibly be against “saving our scholarships”? They also depend on your tax dollars. Up to 5% of donations to the scholarship funds are used for lobbying and marketing purposes. So when you read about busloads and busloads of people wearing matching t-shirts arriving in Springfield, and fancy lobbyists flooding the zone, know that that’s your tax dollars at work. 

Those folks will tell you that “the teacher’s union” is against this good wonderful policy and everyone else supports it. They don’t tell you that 65 organizations are united against this legislation, including Access Living, Illinois PTA, the Network for Public Education, the League of Women Voters, and the American Association of University Women Illinois. 

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People. We have gone over this. This is not confusing, complicated, or even a close call. “Invest in Kids” should be called “Disinvest in Kids,” or, according to the nonpartisan Institute on Taxation and Economic Policy, “Invest in Inequality.” (I strongly encourage you to click that link and read a short, elegant explanation of how this “peculiar tax policy” works and what its impact is.) 

“Invest in Kids” should not, under any circumstances, be extended past its already-extended expiration date of January 2024. But in Eric Zorn’s recent clear, precise column about the drawbacks of “Invest in Kids,” he notes that Gov. Pritzker has “gone squishy” on this issue, which he opposed in 2018. Squishy, maybe. Scary, certainly. That he’ll sign whatever “Invest in Kids” legislation might come crawling back across his desk should frighten us all.

Tell your legislator you want this program to end here.

The National Education Policy Center issued a report about the likely fiscal impact of vouchers, which finds that vouchers are a risky venture with no proven benefits. NEPC is noted for its peer-reviewed reports.

An NEPC Review funded by the Great Lakes Center

Key Takeaway: Tax-credit scholarship programs probably incur more costs than savings for state and school districts, placing financial strain on state budgets and driving the need for future budget cuts.

GRAND RAPIDS, MI (September 26, 2023) – A recent report from the Georgia Department of Audits and Accounts examines the monetary costs and benefits of the state’s Qualified Education Expense Tax Credit (QEEC), a voucher policy that provides a public subsidy for families to pay for private school tuition. A review of the report, however, contradicts its claim that the policy provides a net fiscal benefit to the state budget.

David Knight of the University of Washington reviewed Qualified Education Expense Tax Credit: Economic Analysis, and he found several methodological challenges that undermine the report’s conclusions and its usefulness.

One key claim in the report is that the tax credit results in $81 million of forgone state tax revenue per year. Another key claim is that the vouchers incentivize almost 20,000 students per year to choose private schools instead of public, thus removing the cost of educating those students from state and local budgets. Based largely on these two claims, the report concludes that QEEC provides a net fiscal benefit for Georgia’s state budget.

Professor Knight points to a lack of data about how many students per year do actually switch from public to private schools because of the voucher subsidy and incentive. In fact, existing private-school families have extremely strong incentives to accept the public subsidies. And if most of the vouchers are provided to support these students who were already planning to attend a private school, then the policy only subsidizes private school students with funding that could otherwise be returned to taxpayers or invested in the state’s public education system, which is open to all students.

While these calculations are all necessarily grounded in some speculation because of the unregulated elements of the voucher policy and the resulting lack of hard data, the most likely result of tax credit scholarship programs like QEEC is that the state and school districts incur more costs than savings, placing financial strain on state budgets that could require future cuts.

Because the report relies on unrealistic assumptions, its suggestion that program benefits outweigh costs is tenuous and risks misleading state education leaders. Instead, state leaders should invest educational dollars in policies that have a positive return on investment and therefore help, rather than harm, state and local budgets.

Find the review, by David Knight, at:
https://www.greatlakescenter.org

Find Qualified Education Expense Tax Credit: Economic Analysis, written by Greg S. Griffin and Lisa Kieffer, and published by the Georgia Department of Audits and Accounts, at:
https://www.audits.ga.gov/ReportSearch/download/29827

NEPC Reviews (https://nepc.colorado.edu/reviews) provide the public, policymakers, and the press with timely, academically sound reviews of selected publications. NEPC Reviews are made possible in part by support provided by the Great Lakes Center for Education Research and Practice: https://www.greatlakescenter.org

Leonie Haimson is executive director of Class Size Matters. She has worked tirelessly to persuade legislators in New York State to limit class sizes. Her efforts were successful in the latest legislative session when both houses passed limits on class sizes.

However billionaire Michael Bloomberg, who was mayor of New York City for 12 years, has been an outspoken critic of class size reduction. In this article that appeared on Valerie Strauss’s “Answer Sheet,” Haimson explains why Bloomberg is wrong.

Strauss writes:

In 2014, I wrote this: “Every now and then someone in education policy (Arne Duncan) or education philanthropy (Bill Gates) …. will say something about why class size isn’t really very important because a great teacher can handle a boatload of kids.”


Well, some can do that, but anybody who has been in a classroom knows the virtues of classes that are smaller rather than larger even without the research that has been shown to bear that out.


Now the issue is back in the spotlight, this time in New York City, where a new state law requires the public school system — the largest in the country — to reduce class sizes over five years. Opponents of the law are pushing back, especially Mike Bloomberg, mayor of New York City from 2002 to 2013. He called for smaller class sizes in his first mayoral campaign but has now changed his mind.


In an op-ed in several publications, Bloomberg says students don’t need smaller classes but better schools — as if the two were entirely unrelated — and he ignores research, such as a 2014 review of major research that found class size matters a lot, especially for low-income and minority students.

This post, written by Leonie Haimson, looks at the issue, and Bloomberg’s position. Haimson is executive director of Class Size Matters, a nonprofit organization that advocates for smaller classes in New York City and across the nation as a key driver of education equity.

By Leonie Haimson


The knives are out against the new class size law, overwhelmingly passed in the New York State Legislature in June 2022, requiring New York City schools to phase in smaller classes over five years, starting this school year. The law calls for class sizes in grades K-3 to be limited to no more than twenty students; 23 students in grades 4-8, and 25 in core high school classes, to be achieved by the end of the 2027 school year. The law was passed despite the opposition of the city’s Department of Education officials, who insist that it will be too expensive, and somehow inequitable, because, they say, the highest-need students already have small enough classes.

Most recently, Mike Bloomberg, the former mayor of New York City and an adviser to Mayor Eric Adams, published identical opinion pieces in three major outlets: Bloomberg News (which he owns), The Washington Post, and the New York Post, inveighing against the goal of lowering class sizes. His piece is clearly meant to sway opinion leaders and legislators to repeal the law, and because of his prominent position, some may listen without knowing about fundamental problems in his op-ed.

Class size reduction has been shown as an effective way to improve learning and engagement for all students, especially those who are disadvantaged, and thus is a key driver of education equity. The Institute of Education Sciences cites lowering class size as one of only four education interventions proven to work through rigorous evidence; and multiple studies show that it narrows the achievement or opportunity gap between income and racial groups.

Bloomberg claims that because of the initiative, “City officials say they’ll have to hire 17,700 new teachers by 2028.” Actually, the estimate from the New York City Department of Education (DOE) itself is far smaller. In their draft class size reduction plan, posted on July 21, DOE officials estimated that 9,000 more teachers would be required over five years. While it’s true that the Independent Budget Office estimated the figure cited by Bloomberg, this large disparity between the two figures appears to stem from the fact that, as the IBO pointed out, the DOE’s budget already includes 7,500 unfilled teaching positions, which schools have not been allowed to fill. While Bloomberg claims the cost will be $1.9 billion for staffing, the DOE’s own plan estimates $1.3 billion — and these costs could be considerably lower if they redeployed teachers who are currently assigned to out-of-classroom positions to the classroom to lower class size.

The legislature passed the new law in recognition that the city’s DOE is now receiving $1.6 billion in additional state aid to finally settle the Campaign for Fiscal Equity lawsuit launched more than 20 years ago. In that case, the state’s highest court found that, because of excessive class sizes, the city’s children were deprived of their constitutional right to a sound, basic education.

Yet since his election, Adams has repeatedly cut education spending, and now threatens to cut it even more, by another 15 percent. As a result of these cuts, class sizes increased last year and will likely be larger this year. Hiring enough teachers to meet the law’s requirements will be a challenge in any case, but it will be impossible to achieve if the administration’s repeated cuts and hiring freezes are implemented.

Yet in the end, smaller classes would likely strengthen teacher quality by lowering teacher attrition rates, especially at our highest-need schools, as studies have shown.

In his op-ed, Bloomberg claims that creating the additional space necessary to lower class size will cost $35 billion, which is misleading. DOE did include this estimate in its original May 2023 draft class size plan. However following pushback by critics who pointed out that this figure bore no relation to reality, they deleted that inflated estimate in their more recent July class size plan. If DOE equalized or redistributed enrollment across schools, this would likely save billions of dollars in capital expenses. Right now, there are hundreds of underutilized public schools, sitting close by overcrowded schools that lack the space to lower class size.

Bloomberg, echoing an erroneous DOE claim that funds spent on lowering class size will not help the highest-need students, wrote: “Under the new mandate, only 38 percent of the highest-poverty schools would see class sizes shrink, compared to nearly 70 percent of medium- to low-poverty schools … it won’t help the students who need it most.”

Actually, only 8 percent of schools with the highest poverty levels (with 90 percent or more low-income students) fully complied with the class size caps last year, according to an analysis by Class Size Matters. Thus, 92 percent of these schools would see their class sizes shrink if DOE complied with the law, rather than the 38 percent that Bloomberg claims.

Moreover, by solely focusing on schools with 90 percent poverty levels or more, his claims are misleading. A piece in the education publication Chalkbeat attempted to make a similar argument, by using class size data provided by DOE that shows that 68 percent of classes in the highest-poverty schools met the class size limit. This is far different than Bloomberg’s claim that 68 percent of these schools are achieving the limits in all of their classes.

In addition, the class size data, analyzed in conjunction with DOE demographic data, shows that there are many more NYC public schools in the other two categories summarized by Chalkbeat, “Low-to-Mid Poverty” (schools with 0-75 percent low-income students) and “High Poverty” (schools with 75 percent to 90 percent low-income students), than those in their “Highest Poverty” category. Most importantly, these two categories of schools enroll a supermajority of our highest-needs students.

In fact, 79 percent of low-income students, 78 percent of Black students, 74 percent of Hispanic students, and 74 percent of English-language learners are enrolled in these other two categories of schools, while only 21 percent to 26 percent of these students are enrolled in the “Highest Poverty” category.

This further indicates that without a citywide mandate to lower class size, smaller classes would likely never reach most of our most disadvantaged students.

Indeed, the highest-needs students, including students of color, low-income students, and English-language learners, have been shown to gain twice the benefits from smaller classes in terms of higher achievement rates, more engagement, and eventual success in school and beyond, which is why class size reduction is one of very few education reforms proven to narrow the achievement or opportunity gap. Thus, by its very nature, lowering class size is a key driver of education equity.

There is also no guarantee that the smaller classes in our highest poverty schools will be sustained without a legal mandate to do so. In July, DOE officials omitted the promise in their May class size plan that schools that had already achieved the caps would continue to do so, as pointed out by a letter signed by over 230 advocates, parents, and teachers. In fact, we found that fewer of the schools in every category achieved the class size caps last year compared to the year before.

Only 69 schools citywide fully met the caps in the fall of 2022, compared to 89 in the fall of 2021, and the number of students enrolled in those schools declined from 18,248 to only 13,905, a decrease of nearly 25 percent. Fewer still will likely do so this year.

So given that the data does not back up his claims, why is Bloomberg so apparently enraged at the notion that public school students would be provided the opportunity to benefit from smaller classes.

One should recall that when he first ran for mayor more than 20 years ago, Bloomberg himself promised to lower class size, especially in the early grades. His 2002 campaign kit put it this way: “Studies confirm one of the greatest detriments to learning is an overcrowded classroom … For students a loud packed classroom means greater chance of falling behind. For teachers, class overcrowding means a tougher time teaching & giving students attention they need.”

Yet class sizes increased sharply during the Bloomberg years, and by 2013, his last year in office, class sizes in the early grades in public schools had risen to the highest levels in 15 years. By that time, he had long renounced his earlier pledge, and had proclaimed in a 2011 speech that he would fire half the teachers and double class sizes if he could, and this would be a “good deal for the students.”

Bloomberg’s main educational legacy in New York City was a huge increase in the number of charter schools as a result of his decision to provide them free space in public school buildings, and his successful effort to persuade state legislators to raise the charter cap. During his three terms in office, the number of charter schools in the city exploded from 19 to 183.

Since leaving office, Bloomberg has continued to express his preference for charter schools, and has pledged $750 million for their further expansion in the city and beyond. A close reading of his op-ed suggests that one of the main reasons for his vehement opposition to the new law is because lowering class size may take classroom space in our public schools that, in his view, should be used instead for charter schools.

Indeed, he concludes the op-ed by saying “it would help if Democratic leaders were more supportive of high-quality public charter schools,” and goes on to rail against a recent lawsuit to block the Adams administration’s decision to co-locate two Success charter schools in public school buildings in Brooklyn and Queens — a lawsuit filed on the basis that it would diminish the space available to lower class size for existing public school students.

Of the $750 million Bloomberg pledged for charter expansion, $100 million was specifically earmarked for Success Academy. Regarding the lawsuit, launched by the teachers union along with parents and educators in the affected schools, Bloomberg writes, “It was an outrageous attack on children, and thankfully, it failed.”

Misleading people about the value of small classes to teachers and students as well as about class size data seems to be an attack on opportunities for New York City public school children, who deserve better. Class Size Matters hopes these efforts fail.