More Arizonans are saving for their children’s education and benefiting from the stewardship of the state’s treasurer.
This week, the “X” account for the Arizona Education Savings Plan announced that “under the leadership of Arizona Treasurer Kimberly Yee, 33,632 529 accounts have been opened in the last 37 months,” and that “assets are up 16.6% in that same time frame to $1.89 billion.”
Under the leadership of Arizona Treasurer Kimberly Yee, 33,632 @AZ_529 accounts have been opened in the last 37 months. Assets are up 16.6% in that same time frame to $1.89 billion.
Yee serves as the Chairwoman of the AZ529 Plan Advisory Committee. According to its website, this committee “assists the Treasurer’s Office in promoting and raising awareness of the AZ529 Plan in accordance with A.R.S. § 41-179.” The Arizona 529 Plan “is a college savings plan named after Section 529 of the Internal Revenue Code sponsored by the State of Arizona,” and “is designed to provide a parent, grandparent, or anyone else an opportunity to save for a child’s educational dreams within a tax-deferred savings vehicle.”
Last month, the Arizona Education Savings Plan was upgraded to a ‘silver’ rating by Morningstar, which “reflected a superior investment team and/or investment process that should benefit the participants.”
ICYMI: @AZ_529, Arizona's Education Savings Plan was named one of the best 529 plans of 2023! The AZ529 Plan was upgraded to a Silver-rating by Morningstar, reflecting our commitment to effective and diversified education savings.
Joining Treasurer Yee on this advisory committee are the following appointees:
Rural Community College District Representative: Keith Alexander, Special Assistant to the President for Community and Government Relations, Eastern Arizona College
ABOR Public University Representative: Dr. James Rund, Senior Vice President for Educational Outreach and Student Services, Arizona State University
Private Educational Institution Offering Advanced Degrees Representative: Brian Mueller, President, Grand Canyon University
Private Vocational Training Institution Representative: David Eaker, Campus President, The Refrigeration School
Apprenticeship Program Representative: Gary Schleuger, Vice President of State Government Affairs and Relations, University of Phoenix
Private School or Organization offering K-12 Instruction Representative: Chris Schoenleb, Head of School, North Valley Christian Academy
Teacher Representative: Karen Mensing, Technology Integration Facilitator, Paradise Valley Unified School District
Tribal Representative: Honorable Shaandiin Parrish, Council Delegate, Navajo Nation
Public Member: Maria Baier, Vice President of External Affairs, Great Hearts America
Public Member: Christine Burton, Co-Founder, Burton Family Foundation
Public Member Representing an Arizona-Based Nonprofit Organization: Susan Ciardullo, Executive Director, Life Long Learning Inc.
Daniel Stefanski is a reporter for AZ Free News. You can send him news tips using this link.
As Arizona’s largest public school district, Mesa Unified School District is a critical case study for the future of K-12 funding, particularly in a state that champions competition and choice for its families. Despite headlines boasting of population growth across the state, the nationwide decline in childbirths and cost-of-living increases will weigh heavily on district enrollment and balance sheets for years to come.
While solving these policy issues is admittedly outside the scope of superintendents and governing boards, how districts adjust to these changes remains within their control. In the case of Mesa USD, the district faces an existential crisis in enrollment that will almost certainly require consolidation and closure among its 78 schools over the next 10-20 years. Furthermore, the district’s statewide assessment performance leaves much to be desired, with just 38% and 31% of Mesa USD students achieving proficiency in English Language Arts and Math, respectively.
Next month, Mesa taxpayers will have an opportunity to make their voices heard and rein in the district’s spendthrift ways by rejecting a $500 million bond and an override continuation that, if passed, would allow the already overstretched district to exceed its revenue control limit by 15% for another seven years.
When voters last approved a bond for Mesa USD in 2018, they did so with a margin of <1% and at a cost of $300 million to taxpayers. A year later, the district was beset with allegations of financial impropriety and steep administrative costs, leading to the resignation of the district’s superintendent. The poor transparency on the part of the school board in communicating the issue to the public further underscores the lack of taxpayer accountability. Furthermore, over the last three years, Mesa USD received over $245 million in federal pandemic relief funds, with hundreds of millions still unspent.
Nevertheless, Mesa USD’s pitch to taxpayers remains unchanged, and approval of the bond and continuation of the override will result in little more than throwing away hundreds of millions of dollars in costly capital projects for underutilized campuses and unsustainable personnel costs.
Demography Is Destiny
In the early 2000s, Mesa boasted a population of over 400,000 residents. During the same period, Mesa USD reached its peak enrollment at over 87,000 students during the 2002-2003 school year. Today, the city is home to nearly 510,000 people, yet the city’s population growth over the last 20 years never trickled down to Mesa USD’s enrollment. Today, the district serves fewer students than it did in 1990 when Mesa had just 290,000 residents.
An additional cause for alarm comes from the pronounced decline in Mesa USD’s Kindergarten-6th grade enrollment. For large, comprehensive school districts like Mesa, enrollment in feeder schools is an important signal of a district’s future headcount. Over the last 20 years, 16 of Mesa USD’s elementary schools have lost over 40% of their students. In the same period, the district’s junior high schools saw an average decline of 50% of their enrollment.
Source: Mesa Public Schools – Demographics Report 2021-2022
As another signal of its unpopularity, Mesa USD is one of the state’s largest sources of ESA students, which has its most substantial adoption rates in the elementary grade levels. Given the expansion of ESAs and charter schools, Mesa USD will continue competing for a depleting student pool. In turn, a decline in enrollment necessitates a reduction in operational expenses, which Mesa USD has rebuffed in favor of taxpayer-funded bailouts.
Around 77% of school districts in Maricopa County have one or more overrides in effect. While East Valley voters have typically displayed enthusiasm for K-12 bonds and overrides in the past, the powerful impact of free market principles via ESAs makes the decision different today. With nearly 70,000 Arizona families using ESAs today, enthusiasm for the program has made it larger than any school district in the state, with the additional benefit of not requiring bonds or overrides.
To realize the substantial cost savings from ESAs, a corresponding change is required from public schools in rightsizing their districts by adjusting their property and personnel costs. In preparing for the inevitable, Mesa USD must take steps now to address under-capacity and explore the sale of its real estate before requesting additional funds from taxpayers. In rejecting this bond and override, Mesa voters sidestep a lousy deal and send a clear message about taxpayer accountability.
Arman Sidhu is a lifelong Arizona resident and previously worked in K-12 education as a principal and teacher. He currently leads a nonprofit microschool.
Amid the passage of historic school choice legislation in Arizona, the educational opportunities available to students and families today are unparalleled with the state’s universal ESA program. In addition to providing Arizona families with voice, choice, and agency in their child’s education, the ESA program has the potential to save Arizona taxpayers considerable funds from future school district bond and override measures.
However, to realize these savings, a long overdue conversation about rightsizing Arizona’s public schools is necessary. Despite significant population growth within Arizona, the enrollment forecasts for most school districts anticipate a period of long-term decline due to lower childbirths, affordability, and alternative options. This demonstrates a pressing need to review the budgets and assets of public school districts and align them with future enrollment projections.
Given the significant competition from the rise in homeschooling, as well as charter and private schools, public schools are no longer the only game in town. As a result, greater scrutiny from local taxpayers is needed in holding school districts fiscally accountable by questioning their need for additional funds through bonds and overrides.
What Are School Bonds & Overrides?
School bonds are loans that school districts sell to investors, who are repaid through the district’s future property taxes. These bond funds have specific limitations on their use and cannot be used to increase staff salaries. In most instances, these funds are leveraged for infrastructure projects involving the construction of new facilities or upgrades to existing ones. In contrast, overrides go directly to school districts and can be used for staff salaries and various programs outlined by the district requesting the override.
This November, a total of 23 school districts in Maricopa County will have bond and/or override measures on the ballot. Among these 23 districts, at least 4—Kyrene Elementary School District, Mesa Unified School District, Gilbert Unified School District, Scottsdale Unified School District—are in dire need of rightsizing before requesting additional funds from taxpayers based on their pronounced decline in enrollment.
In particular, Mesa USD, the state’s largest school district, enrolls fewer students today than it did in the fall of 1990. Yet, the district’s real estate portfolio somehow contains 78 schools, in addition to various non-instructional facilities and offices throughout the city. Mesa USD, as well as surrounding districts in similar positions, need to do right by taxpayers in exploring the sale of underutilized real estate before passing the buck to taxpayers.
As seen in the table below, only Gilbert USD has shown an increase in enrollment since the fall of 2000, and none of the districts can report an increase in enrollment in the last 10 years. Given the growth in ESA adoption and charter school enrollment, the pragmatic move is to respond to these declines now by rightsizing these districts, pursuing the sale of district assets, and removing administrative bloat.
Among the clearest signs of waste and inefficiency can be found in the amount of unspent federal pandemic relief funds provided to schools around the country. In the case of the 4 school districts requesting additional funds from taxpayers, they collectively still have access to tens of millions in unspent, flexible funds that are set to expire in a year.
What this experiment in “helicopter money” confirms is that the problem ailing local school districts is not a lack of funds, but rather their inability to direct funds efficiently. In the absence of a public monopoly, this decline in public school enrollment will continue to eat into taxpayers’ wallets with the additional forces of demographic shifts, affordability, and competition from the growing number of viable and efficient alternatives in the form of charter schools, private schools, microschools, and homeschool co-ops.
In adjusting to this historic era of school choice, the need for fiscal accountability remains essential on behalf of public school districts that have been reluctant to change and control their costs. To avoid perpetually funding buildings and bureaucracy, local taxpayers and residents must ensure their voices are heard.
Arman Sidhu is a lifelong Arizona resident and previously worked in K-12 education as a principal and teacher. He currently leads a nonprofit microschool.
In November 2023, there will be 23 districts within Maricopa County that are asking voters to approve a new Bond Issue, Budget Override, or District Additional Assistance.
One of the constant themes from the Educational Industrial Complex is that schools are underfunded and teachers are woefully underpaid. However, in the Arizona state 2024 budget, 50% of the total budget is allocated to education which includes K-12 schools, community colleges, and universities.
According to the Arizona Joint Legislative Budget Committee, per student funding at the state, local, and federal levels in fiscal year 2024 is an estimated $14,673 per student. This is up from 2023 funding at $14,025 per student. Contrast that with 2015 which was $9,124 per student.
To put the spending issue into perspective, Mesa Unified, the state’s largest district, is asking for an approval for $500 million in new bonds as well as a 15% budget override. However, the district has $182 million in unspent funds from the 2018 Bond initiative as well as $173 million in unspent COVID relief funds. Couple this with the $863 million the district will receive from the state in fiscal year 2024 and that’s roughly $1.2 billion dollars. Why is the district asking for more?
Despite this funding, the academic achievement for Mesa schools districtwide is abysmal. In 2022, only 38% of students were proficient or highly proficient at English Language arts, and only 31% of students are proficient or highly proficient at math. In addition, the 2022 graduation rate was 76%.
Some might argue that the recent steep inflation devalues the increased education spending by the legislature. But this is a two-way street. After all, taxpayers are also subject to inflation and asking them to keep increasing funding for an obviously broken system is not sustainable.
Finally, history shows that Mesa taxpayers are not anti-education. In 2018, they passed a $300 million dollar bond to increase funding. Fast forward to 2023 and the financial picture for Mesa schools is much healthier. Why are they asking for more money despite the fact that academic scores have remained flat for the last four years? The answer is not additional funding.
Enough is enough. The people of Arizona should reject all bond and override initiatives.
Nancy Cottle is a longtime East Mesa community resident. You can follow her on X here.
“I have to go to a homeschool event for my grandson this weekend,” my co-worker said.
“Homeschool? What’s that?” I inquired.
And that was the beginning of a huge life-changing path.
My family and I moved to Arizona from NY in the 90s and had not heard of homeschooling. Since I never felt comfortable sending my first born to pre-K and was concerned about his education in grade school, I found this crazy idea of homeschooling very intriguing. Before I knew it, we pulled our son out of public school. My six children have since graduated from homeschooling and those 25 years were a gift from God, a privilege, an honor, and the greatest blessing.
Homeschooling may seem daunting, because it is. But that’s okay. If your heart is heavy because you’re sending your kids off every day, or you are concerned with the state of education, or you want to be your child’s main source of knowledge and values, then I would venture to say you are up to the challenge.
Let me address some common concerns and questions.
Question: “Homeschooling would be a challenge financially for my family. How can I afford it?”
Answer: It certainly was a financial challenge for my family. We were a two-income family and I had a career, though in retrospect, I really wanted to be a stay-at-home mom. So, we made sacrifices. No vacations, not everyone got braces, sometimes we only had one car, we had a humble home, my husband worked long hours, and we’ve been graced with family support. We also used affordable resources like the public library. We have never regretted the sacrifices because honestly, we found it to be a gift. And now, as of last year, Arizona offers home educators the ability to use funds to educate your children at home through the ESA program, which makes doing so more affordable, especially for families in need.
Question: “What about socialization?”
Answer: I’ll be honest: this is a tough one and it will most likely take a great deal of effort on your part to socialize your kids. But let’s take a step back and first realize that having children in a classroom with kids their same age who must be quiet most of the day is not ideal. It is the norm for modern day society, but not ideal. Picture this: going to a park (okay, for this to be pleasant, imagine it’s November or March) once a week with a group of moms, some dads and even grandparents, sitting around chatting with your baby in your lap while your young kids dig in the playground sand, play tag, and climb trees; your older kids are playing board games, listening to music, and chatting. These gatherings are called homeschool park days. Imagine having co-ops (planned learning groups run by homeschool families), book clubs, writing, science, history, project clubs, homeschool theater, music, speech, PE, art, etiquette classes, service, holiday and church activities often with the same families. Many places, like museums, rec centers, and theaters, even have classes just for homeschoolers. There are plenty of homeschool groups to choose from, such as the wonderful Catholic one my family joined a few years ago. There are even homeschool field trips, dances (my kids organized a few), proms, and graduation ceremonies. Can you begin to picture the beautiful bonds and enriching friendships you will form with other families? The life lessons learned and the unique relationships that are formed are priceless.
Question: “It’s important for children to hear other people’s ideas. How does one achieve this as a homeschooler?”
Answer: Again, this is a challenge, but not unsurmountable. It is vital that children are exposed to differing views for them to have a well-rounded learning experience. This is best achieved through engaging with other homeschool families and through extracurricular activities. Activities such as book and writing clubs, co-ops, church groups, and park days provide ample opportunities for the sharing of ideas and healthy debate. More than likely your kids will also participate in traditional after school activities like sports or music lessons where they can interact and engage with others.
Question: “I can’t homeschool. I don’t have the patience, the time, or the skills. How can I homeschool if I am not qualified?”
Answer: Simply put, you can. Because you love your children, you will find a way to practice patience, make time, utilize the skills you have, and find help with the ones you lack. The resources abound, from science center classes to tutors. As far as time goes, homeschooling generally takes a lot less time per day compared to traditional school, which is wonderful; it allows time for self-study and exploration of subject areas your children are interested in pursuing. My children have studied remarkable things on their own: American history, geology, nutrition, music composition, novel writing, graphic art, coding, politics, quantum physics, and theology! They found their own resources, mentors, and inspiration. And I was able to incorporate lessons on life skills such as personal finance, sewing a button, and how to give a good handshake. You can do this. Pray, lean on your spouse and family, and call a friend for support to get you through the decision process and those tough days.
Question: “There are so many homeschool resources out there. How do I choose the right curriculum and the right method?”
Answer: Ugh, I know. This can take a while. I went from a brief, rigid homeschool method to student-directed schooling to unschooling. I would wake up in the middle of the night many times to brainstorm a great new idea or to wonder if I was on the right path. The best thing I can say is to be kind to yourself, read and research, talk to others, and don’t be afraid to change. Most of all, enjoy and love your kids. I have had the greatest joys in my life waking up every day, because really: every day is a learning day. Every day offered the privilege of being with my children and being their primary source of learning (along with my husband). My fondest memories are laying on the floor reading. Reading, discussing, debating. We still do this!
There are so many homeschool choices from traditional online classes to learning through play. While I never did online work or followed a curriculum, I can say those options work for many families. I preferred learning through play (Lego, blocks, board games, critical thinking activities), exploring the outdoors, projects, reading, discourse, and writing. My family concentrated on rhetoric and logic. Through homeschooling, we were able to focus on virtues that can be incorporated into everything you do with your children, as God intended. Homeschooling is a natural and healthy opportunity to foster your children’s value system throughout their formative years so that they have a sound foundation as they enter the adult world.
Question: “How can my high schooler get accepted into college?”
Answer: I had some challenges because I designed my children’s education from scratch and composed their transcripts and diplomas. But as homeschooling became more the norm than when I started, college acceptance became easier. Most colleges have a homeschool applicant path. Many homeschool families choose to get official homeschool transcripts and diplomas through homeschool programs. Some children attend their local community college, get an associate degree, then transfer to a four-year university (though this path may limit the possibility for scholarships). My suggestion is to start the college search early. Get an idea of what your child is most interested in studying, and start researching what the requirements are for homeschool applicants. When the time comes, your child can study for and take any necessary standardized testing, then apply to a couple of “safe” schools that are most likely doable, a couple of dream schools, and a couple of in-between options. Know the deadlines, get recommendation letters if needed, and fill out those applications.
Question: “But what about…?”
Answer: There are so many questions, right? I highly suggest these helpful resources:
And guess what? I work with AZ Women of Action and would be happy to talk with you about homeschooling! Pray on it, do some research, join a couple of homeschool groups, and send in the homeschool affidavit. The blessings of homeschooling will bring you and your family priceless experiences and insurmountable joys. Send us an email to get in touch with Adrienne if you have questions about homeschooling your children!
Adrienne Johnson is a mom of six and serves on Arizona Women of Action’s Executive Team. You can find out more about their work here.
