1. Closing the Achievement Gap: Poverty Funding Calculation Update Michael Elliott State School Fund Coordinator Oregon Department of Education Michael.s.elliott@state.or.us

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

3. Current Data Two Sets of Data: Large districts (greater than 2,500 ADMr) ◦Census Data ◦Change in ADMr

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

5. Current Data Problems Accuracy Severity Changes

6. HB 2098 Rulemaking Authority Maintains 0.25 Weight

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

8. HB 2098: District Concerns No additional data collections

9. HB 2098: ODE Goals Transparency Accuracy

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

11. Small Area Income Poverty Estimate (SAIPE) U.S. Census Bureau data http://www.census.gov/did/www/saipe/ Updated annually District level data

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

13. SAIPE Data provided: Population of district Population age 5-17 in district Population of age 5-17 in families in poverty

14. Poverty Calculation Start with SAIPE Data Total Population age 5 to 17 in school district

15. Poverty Calculation Problem: Not all children attend public schools Need accurate population in public schools

16. Poverty Calculation Solution: Use ADMr Percentage of children attending public school

17. Poverty Calculation

18. Problem: Some ADMr to SAIPE 5 to 17 ratios will be greater than 100% Charter School enrollment Inter-district transfers Open Enrollment

19. Poverty Calculation Solution: Cap ADMr to SAIPE 5 to 17 ration to 100% District gets SAIPE maximum Charter schools receive district percentage

20. Does this work? Salem Keizer: 1. SAIPE population age 5 to 17 = 45,269 2. ADMr = 37,999.07 3. SAIPE Poverty = 12,572

21. 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

22. Does this work? DHS and OHA published report on poverty hotspots Hotspot is a high concentration of family in poverty

23. Does this work? Data Used: Oregon SNAP data Oregon Employment Data DHS client data Available at: http://www.oregon.gov/dhs/ofra/ofradocu ments/High%20Poverty%20Hotspots%20 2013.pdf http://www.oregon.gov/dhs/ofra/ofradocu ments/High%20Poverty%20Hotspots%20 2013.pdf

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

26. Data Sets Two data sets: 1. 2014-15 v 2014-15 Poverty Change 2. 2012-13 v 2013-14 ADMw

27. Data Sets First Data Set Compares change in poverty Change in weights Change in projected funding

28. Data Sets Second Data Set ADMw for 2012-13 compared to 2013-14 Shows extended ADMw interaction with poverty weights Extended ADMw calculation

29. Data Set #1: 3 Outcomes Outcome #1: Redmond SD 1. Poverty increased 2. Total funding increased

30. Data Set #1: 3 Outcomes Outcome #1: Redmond SD Poverty increased ◦Increase of 273.53 to 443.49 Extended ADMw increased ◦Increase of 273.53 to 8,166.64 Increase weights more than loss of $$/wt ◦Increase of $1,940,717 ◦$$/wt loss of $336,302

31. Data Set #1: 3 Outcomes Outcome #2: Bandon SD 1. Poverty decreased 2. Total funding decreased

32. Data Set #1: 3 Outcomes Outcome #2: Bandon SD Poverty decreased ◦Decrease of 14.43 to 36.77 Extended ADMw remained the same Increase weights less than loss of $/wt ◦Same weights ◦$/wt loss of $38,602.69

33. Data Set #1: 3 Outcomes Outcome #3: Corvallis SD 1. Poverty increased 2. Total funding decreased

34. Data Set #1: 3 Outcomes Outcome #3: Corvallis SD Poverty increased ◦Increase of 36.4 to 254.93 Extended ADMw increased ◦Increase of 0.43 to 7,128.17 Increase weights less than loss of $/wt ◦Increase of $3,049 ◦$/wt loss of $293,965

35. Data Set #1: 3 Outcomes Outcome #3: Corvallis Breakdown extended ADMw: 1. Greater ADMw between 2013-14 and 2012-13 2. Charter school ADMw counted separate

36. Data Set #1: 3 Outcomes Outcome #3: Corvallis Extended ADMw Non-charter ADMw Difference: 160.20 School2012-13 ADMw 2013-14 ADMw Extended ADMw Non-Charter7,021.406,861.207,021.40 Muddy Creek97.03106.35 TOTAL7,127.74

37. Data Set #1: 3 Outcomes Outcome #3: Corvallis Extended ADMw 2013-14 ADMw has to increase by more than 160.2 to affect funding level

38. Summary 1. HB 2098: more accurate and up-to-date 2. SAIPE: district level with annual updates 3. Calculation: (ADMr/SAIPE Pop)* SAIPE Poverty 4. 3 outcomes 5. Next Steps

39. QUESTIONS?