Closing the Achievement Gap:

Poverty Funding Calculation Update

Michael ElliottState School Fund Coordinator

Oregon Department of EducationMichael.s.elliott@state.or.us

Overview of Poverty Calculation• Previous Calculation• HB 2098• Data Set• Calculations• Case Study• Data Runs

Current DataTwo Sets of Data:Large districts (greater than 2,500 ADMr)

◦Census Data◦Change in ADMr

Current DataSmall Districts (less than 2,500 ADMr)• Greater of• Census Data (see Large Districts)• Portion of County’s Free and Reduced Lunch count

Current Data• Problems• Accuracy• Severity Changes

HB 2098• Rulemaking Authority• Maintains 0.25 Weight

HB 2098: Legislative Intent• Accurate Data• Generally accessible and accepted data• Use U.S. Census Bureau data

HB 2098: District Concerns• No additional data collections

HB 2098: ODE Goals• Transparency• Accuracy

What about Free and Reduced Lunch Data?• Different Definition• Known underreporting• Accuracy concerns

Small Area Income Poverty Estimate (SAIPE)• U.S. Census Bureau data• http://www.census.gov/did/www/saipe/

• Updated annually• District level data

SAIPE• Statistical Model• SNAP from U.S. Department of Agriculture• IRS Data• American Community Survey data

SAIPEData provided:• Population of district• Population age 5-17 in district• Population of age 5-17 in families in

poverty

Poverty Calculation• Start with SAIPE Data• Total Population age 5 to 17 in school

district

Poverty CalculationProblem:• Not all children attend public schools• Need accurate population in public

schools

Poverty CalculationSolution:• Use ADMr• Percentage of children attending public

school

Poverty Calculation• 2 Steps:

Poverty CalculationProblem:• Some ADMr to SAIPE 5 to 17 ratios will be

greater than 100%• Charter School enrollment• Inter-district transfers• Open Enrollment

Poverty CalculationSolution:• Cap ADMr to SAIPE 5 to 17 ration to 100%• District gets SAIPE maximum• Charter schools receive district percentage

Does this work?Salem Keizer:1. SAIPE population age 5 to 17 = 45,2692. ADMr = 37,999.073. SAIPE Poverty = 12,572

Does this work?Salem Keizer:• ADMr ÷ SAIPE • 37,999.07 ÷ 45,269 = 83.94%

• ADMr-SAIPE ratio × SAIPE Poverty• 83.94% × 12,572 = 10,553.01

• Change in weights = 904.66 increase

Does this work?• DHS and OHA published report on poverty

hotspots• Hotspot is a high concentration of family in

poverty

Does this work?• Data Used:• Oregon SNAP data• Oregon Employment Data• DHS client data

• Available at: http://www.oregon.gov/dhs/ofra/ofradocuments/High%20Poverty%20Hotspots%202013.pdf

Does this work?• SAIPE v. Free and Reduced Lunch

5 6 7 8 9 10 11 40,000

50,000

60,000

70,000

80,000

90,000

100,000

110,000

120,000

130,000

140,000

200,000

210,000

220,000

230,000

240,000

250,000

260,000

270,000

280,000

290,000

300,000

SAIPEFRLP

Data SetsTwo data sets:1. 2014-15 v 2014-15 Poverty Change2. 2012-13 v 2013-14 ADMw

Data SetsFirst Data Set• Compares change in poverty• Change in weights• Change in projected funding

Data SetsSecond Data Set• ADMw for 2012-13 compared to 2013-14 • Shows extended ADMw interaction with

poverty weights• Extended ADMw calculation

Data Set #1: 3 OutcomesOutcome #1: Redmond SD1. Poverty increased2. Total funding increased

Data Set #1: 3 OutcomesOutcome #1: Redmond SDPoverty increased

◦ Increase of 273.53 to 443.49Extended ADMw increased

◦Increase of 273.53 to 8,166.64Increase weights more than loss of $$/wt

◦Increase of $1,940,717◦$$/wt loss of $336,302

Data Set #1: 3 OutcomesOutcome #2: Bandon SD1. Poverty decreased2. Total funding decreased

Data Set #1: 3 OutcomesOutcome #2: Bandon SDPoverty decreased

◦ Decrease of 14.43 to 36.77Extended ADMw remained the sameIncrease weights less than loss of $/wt

◦Same weights◦$/wt loss of $38,602.69

Data Set #1: 3 OutcomesOutcome #3: Corvallis SD1. Poverty increased2. Total funding decreased

Data Set #1: 3 OutcomesOutcome #3: Corvallis SDPoverty increased

◦ Increase of 36.4 to 254.93Extended ADMw increased

◦Increase of 0.43 to 7,128.17Increase weights less than loss of $/wt

◦Increase of $3,049◦$/wt loss of $293,965

Data Set #1: 3 OutcomesOutcome #3: CorvallisBreakdown extended ADMw:1. Greater ADMw between 2013-14 and

2012-132. Charter school ADMw counted separate

Data Set #1: 3 OutcomesOutcome #3: CorvallisExtended ADMw

• Non-charter ADMw Difference: 160.20

School 2012-13 ADMw

2013-14 ADMw

Extended ADMw

Non-Charter 7,021.40 6,861.20 7,021.40Muddy Creek 97.03 106.35 106.35TOTAL 7,127.74

Data Set #1: 3 OutcomesOutcome #3: CorvallisExtended ADMw• 2013-14 ADMw has to increase by more

than 160.2 to affect funding level

Summary1. HB 2098: more accurate and up-to-date2. SAIPE: district level with annual updates3. Calculation: (ADMr/SAIPE Pop)* SAIPE

Poverty4. 3 outcomes5. Next Steps

QUESTIONS?