Excerpts from October 2007
Minnesota School Finance, a Guide for Legislators
Public education in the United States is the legal responsibility of
state government. In Minnesota, as in most states, the state
constitution charges the legislature with responsibility for public
schools: The stability of a republican form of government depending
mainly upon the intelligence of the people, it is the duty of the
legislature to establish a general and uniform system of public
schools:
The stability of a republican form of
government depending mainly upon the intelligence of the people, it is
the duty of the legislature to establish a general and uniform system of public schools.The legislature shall make such provisions by taxation or otherwise as will secure a thorough and efficient system of public schools throughout the state.(Minn. Const., art. XIII, § 1)
Minnesota delegates responsibility for the actual operation of schools
to local school districts whose powers and duties are prescribed by
state statute. Historically, the property taxes levied by the school
boards governing these school districts have been the primary source of
revenue for running schools. Some time after 1900, property taxes were
supplemented by limited amounts of state appropriations for aid to
school districts. By 1970-71, the Minnesota state foundation aid
program provided all districts a flat grant per pupil unit (a pupil
unit is a weighted enrollment measure) and provided some districts an
additional “equalized” amount which varied inversely with a
district’s property valuation. Under this system, state aid
funded about 43 percent of the cost of running schools, and school
expenditures per
pupil varied widely from district to district. Local property taxes
rose rapidly in all districts in the late 1960s, and the tax rate for
schools also varied widely among districts.
The 1971 Legislature addressed these disparities by substantially
increasing the amount of equalized state foundation aid per pupil unit
and imposing a uniform statewide limit on the property tax rate for
schools. The 1973 Legislature eliminated flat grants and established a
system whereby the amount of foundation aid program revenue available
per pupil unit to low-spending districts would be increased to the
state average over a six-year period. From 1973 to 1983, the
legislature adjusted the foundation aid formula several times making it
more responsive to differences among districts and altering the
relationship between local tax effort and state aid, without changing
the formula’s basic structure.
The 1983 Legislature enacted a new foundation aid program that became
effective in the 1984-85 school year. The new program replaced several
components of the previous foundation aid formula (i.e., discretionary,
replacement, grandfather, and low-fund balance aids and levies) with
five tiers of optional aids and levies. The main characteristics of the
new five-tier program were equal access to revenues, recognition of
some specific cost differences, and more discretion on the part of
school boards in choosing the necessary level of revenue.
The 1987 Legislature replaced the foundation aid program with a
modified House Research Department funding formula called the
general education revenue program, effective for the 1988-89 school
year. General education formula components have remained relatively
stable since 1989. In general, each
component reflects school district funding needs in different areas and
is based on pupil counts and the extent of need for each school
district. For fiscal year 2008 and later, each school district’s
general education revenue is the sum of the following components
- basic revenue
- extended time revenue
- compensatory revenue
- Limited English Proficiency revenue
- gifted and talented revenue
- training and experience revenue
- operating sparsity revenue
- transportation sparsity revenue
- operating capital revenue
- equity revenue
- alternative compensation (Q-comp) revenue
- transition revenue
General education revenue is the primary source of general operating
funds for Minnesota’s 340 school districts and 145 charter
schools. Operating expenses of the district include employee salaries,
fringe benefits, and supply costs. School districts also receive state
appropriations through categorical aids, which are funds designated for
specific purposes (such as special education and school
integration/desegregation).