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FUNDING FORMULA LAWSUIT

You can find documents, multimedia and other information about the lawsuit regarding Indiana's school funding formula.

LATEST NEWS

PLAINTIFFS IN INDIANA SCHOOL FUNDING FORMULA LAWSUIT WITHDRAW THE COMPLAINT

NOBLESVILLE, IN – The plaintiffs in a school funding formula lawsuit announced today (Thursday, May 12, 2011) they have asked their attorneys to withdraw the lawsuit following an extensive review of the state’s newly adopted budget.

The budget, signed Tuesday afternoon by Governor Mitch Daniels, includes a new funding formula that makes significant improvements in the allocation of state funds.

Hamilton Southeastern Schools (HSE) in Fishers, Franklin Township Community School Corporation (FTCSC) in Indianapolis and the Middlebury Community Schools (MCS) in Middlebury filed a lawsuit in February 2010 alleging Indiana’s school funding formula lacked uniformity, was unconstitutional and negatively affected schools with growing enrollments.

Superintendents from the three plaintiffs schools, Dr. Brian Smith (HSE), Dr. Walter Bourke (FTCSC), Jim Conner (MCS) and the plaintiff parents with children in the school corporations - Holly Kincaid (HSE), Krista Schulz (HSE), Tricia and Danny Reynolds (FTCSC) and Julie Whitehead (MCS) - support today's action.

"We are grateful and pleased to announce that we intend to withdraw our school funding formula lawsuit against the state," said HSE Superintendent Dr. Brian Smith. "We believe the new formula will eventually provide uniformity in funding."

Smith said the plaintiffs believe their lawsuit was a significant stimulant to spark extensive discussion and subsequent action to correct the lack of uniformity in the school funding formula.

"We are pleased with the leadership provided by Governor Daniels and Dr. Bennett, as well as the House and Senate leadership for their guidance and attentiveness to this essential issue. We also wish to recognize and thank our state representatives, including Senator Luke Kenley, for ensuring this issue received extensive and thoughtful debate," Smith added.

"In brief, it provides for a phased-in process over the next seven years to achieve uniform funding. Fundamentally, schools like HSE, FTCSC and MCS that are growing and welcoming more students every year will be receiving funding that matches our growth. Money will finally follow the child," Smith said.

"Lawmakers eliminated the deghoster and there is no restoration grant. These were the very things that were preventing uniformity across the state and were the focus of our case," said Patricia J. Whitten, attorney for the plaintiffs.

HSE’s Chief Financial Officer Mike Reuter said the past funding formula allowed schools with declining enrollments to receive a restoration grant that provided supplemental dollars to prevent extreme losses all at once. A deghoster continued to provide districts with declining enrollment funds for students who have moved to other districts. Eliminating these two components freed up dollars to be divided among all districts across the state.

For districts with similar demographics, that means the current differences in per student funding are expected to narrow.

Reuter provided the following charts to show what the new funding formula will mean for the plaintiff schools, in the short-term:

Hamilton Southeastern Schools
2011 - $5,379
2012 - $5,380 – 0%
2013 - $5,432 – 1%

Franklin Township
2011 - $5,627
2012 - $5,840 - 3.8%
2013 - $5,996 - 2.7%

Middlebury
2011 - $5,360
2012 - $5,623 - 4.9%
2012 - $5,774 - 2.7

Over the last 10 years, Indiana’s total student population has experienced a five percent (5%) increase. In that same time, Hamilton Southeastern School Corporation’s student population has increased 114%; Franklin Township has experienced a 68% increase in its student population, and Middlebury’s student population is up 27%.

State revenue, mainly from the state sales tax, goes into the school funding formula. This funding is intended to cover the majority of day-to-day expenses in K-12 education. The money distributed to schools in Indiana through the funding formula does not pay for the construction of new buildings, debt service on facilities or transportation. These costs are paid for by local property taxes.

Archived News
Click to download Motion to Dismiss Denied - November 30th, 2010 (PDF file)
Click to download Attorneys Outline Why School Funding Formula is Unconstitutional During Motion to Dismiss Hearing - October 19th, 2010 (PDF file)
Click to download Motion to Dismiss Hearing Rescheduled - October 5th, 2010 (PDF file)
Related Documents
Click to download Copy of the Complaint Filed (PDF file)
Click to download Indianapolis Star Opinion Article from Feb. 28, 2010 (PDF file)
Click to download Indianapolis Star Article from Feb. 24, 2010 (PDF file)
Click to download Frequently Asked Questions (PDF file)
Click to download How the Funding Formula Works (Appeared in Feb 24 Indianapolis Star) (PDF file)
Related Media
Click to download WXNT Abdul in the Morning Interview (Audio Only) - March 1, 2010 (MP3 file)
Click to download Channel Fox 59 Report - February 24, 2010 (MP4 file)
Click to download Channel 6 Report - February 24, 2010 (MP4 file)
Click to download Channel 13 Report - February 24, 2010 (MP4 file)
Click to download Channel 8 Report - February 24, 2010 (MP4 file)
Overview

HAMILTON SOUTHEASTERN SCHOOLS JOINS FRANKLIN TOWNSHIP COMMUNITY SCHOOL CORPORATION AND MIDDLEBURY COMMUNITY SCHOOLS IN SCHOOL FUNDING FORMULA LAWSUIT

NOBLESVILLE, IN – Attorneys for Hamilton Southeastern Schools (HSE) in Fishers, Franklin Township Community School Corporation (FTCSC) in Indianapolis and the Middlebury Community Schools (MCS) in Middlebury this morning in Hamilton Superior Court #1 in Noblesville, Indiana, filed a lawsuit alleging Indiana’s school funding formula lacks uniformity, is unconstitutional and negatively affects schools with growing enrollments.

The plaintiffs in the case are the school corporations along with parents and their children from all three school corporations. The parents include Holly Kincaid (HSE), Krista Schulz (HSE), Tricia and Danny Reynolds (FTCSC) and Julie Whitehead (MCS).

The defendants in the case are Governor Mitch Daniels, State Superintendent of Public Instruction and Chairman of the State Board of Education Tony Bennett, the Indiana State Board of Education and the State of Indiana.

“HSE is among the fastest growing school corporations in Indiana,” said HSE Superintendent Dr. Brian Smith. “Indiana’s complicated and inconsistent school funding formula distributes more money to schools with declining enrollments and less to schools with growing enrollments. This means schools like ours have to do more and more each year with less and less,” added Dr. Smith. “Middlebury and Franklin asked to join the suit because both corporations have growing enrollments as well and are suffering under the current school funding formula.”

Over the last 10 years, Indiana’s total student population has experienced a five percent (5%) increase. In that same time, Hamilton Southeastern School Corporation’s student population has increased 114%; Franklin Township has experienced a 68% increase in its student population, and Middlebury’s student population is up 27%. However, funding has not kept pace with the number of children these corporations welcome into their schools.

Years ago, the state began using an average of past enrollments in place of current enrollments to determine per pupil funding. This is referred to as the “de-ghoster.” It artificially inflates the enrollments for schools with declining enrollments. This means school corporations with declining enrollments receive funding for more students than they enroll. Fundamentally, the money does not follow the child.

“The payments we receive from the state to educate Middlebury students are among the lowest in the state,” said MCS Superintendent Jim Conner. “Our tuition support per student is hundreds of dollars below the state average. We have talked this problem to death with no productive results. Seeking reconciliation in the formula through legal means is our best option for positive change,” Conner said.

Franklin Township Community Schools is acutely feeling the pinch of the lack of equitable funding.

“We are already taking drastic action to shore up our diminishing finances,” said FTCSC Superintendent Dr. Walter D. Bourke. “We have recently eliminated 80 critical positions, 54 of those were certified teaching positions. Lack of equitable funding means we have higher student-teacher ratios, we are cutting supply budgets and eliminating curriculums.”

HSE Superintendent Dr. Brian Smith pointed out, “We are not asking for money to be taken away from other school corporations with unique educational needs. However, the funding system should be uniform where unique needs do not account for differences in funding.”

Following is how the plaintiff corporations are expected to rank in 2011 in the amount of money received from the school funding formula, according to data supplied by the Indiana Department of Education:

In 2011, Hamilton Southeastern is projected to rank 338th of 346 school corporations in the amount of money per pupil it receives from the state.

In 2011, Middlebury is projected to rank 324th of 346 school corporations in the amount of money per pupil it receives from the state.

In 2011, Franklin Township is projected to rank 309th of 346 in the amount of money per pupil it receives from the state.

State revenue, mainly from the state sales tax, goes into the school funding formula. This funding is intended to cover the majority of day-to-day expenses in K-12 education. The money distributed to schools in Indiana through the funding formula does not pay for the construction of new buildings or debt service on facilities. These costs are paid for by local property taxes.

“A political remedy is highly improbable. A lawsuit is necessary to mandate a change in the school funding formula,” said FTCSC Superintendent Bourke. “The system is broken and it needs legal help to get it repaired for the sake of all students who are part of growing school corporations in Indiana.”

“Growing school corporations are being devastated and we can’t continue to let this happen,” said HSE Superintendent Smith. “This is about educating every child in Indiana in a uniform manner as mandated by the state constitution. We are asking that growth be recognized in Indiana’s school funding formula.”

The school corporations are being represented by local counsel Riley Bennett & Egloff, LLP and the law firm of Franczek Radelet P.C.