Upload
others
View
8
Download
0
Embed Size (px)
Citation preview
School Choice and State Constitutions
A joint publication of The Institute for Justice andThe American Legislative Exchange Council
by Richard D. Komer and Clark Neily
referenceguide
School Choice and State ConstitutionsA Guide to Designing School Choice Programs
The Institute for Justice andThe American Legislative Exchange Council
April 2007
by Richard D. Komer and Clark Neily
Foreword 1
Introduction 2
HowtoUseThisReport 7
StateSummaries
Alabama 10Alaska 11Arizona 12Arkansas 14California 15Colorado 17Connecticut 19Delaware 21Florida 22Georgia 24Hawaii 26Idaho 27Illinois 29Indiana 31Iowa 33Kansas 34Kentucky 35Louisiana 38
table of contents
table of contentsMaine 39Maryland 41Massachusetts 42Michigan 44Minnesota 46Mississippi 48Missouri 49Montana 52Nebraska 53Nevada 55NewHampshire 56NewJersey 57NewMexico 58NewYork 60NorthCarolina 62NorthDakota 64Ohio 65Oklahoma 67Oregon 69Pennsylvania 70RhodeIsland 72SouthCarolina 73SouthDakota 75Tennessee 77Texas 78Utah 79Vermont 81Virginia 82Washington 84WestVirginia 87Wisconsin 88Wyoming 91
ModelLegislation 93
Glossary 95
AdditionalResources 97
AbouttheAuthors 99
Acknowledgments 100
AboutIJ 101
AboutALEC 102
forewordWheneverschoolchoicelegislationisconsidered,thestakesare
enormous. Children, parents, teachers and taxpayers all stand to benefit dramaticallyfromwell-designedprograms.
That’swhyitissoimportantforallschoolchoicelegislationtobeverycarefullycrafted,startingwithaneyetowarditsconstitutionalityunderrelevantstateconstitutionalprovisions.Notonlyisthissoundandresponsibledrafting,italsoassuresthatwhenachoiceprogramisenactedandthenchallengedincourtithasthegreatestlikelihoodofbeingupheld.
Thisguidetothekeyconstitutionalprovisionsofall50statesisdesignedtoprovideaconvenientreferenceforlegislatorsandadvocates.Asthereaderwillsee,schoolchoiceprogramsareconstitutionalinnearlyeverystate.Thekeyistodesigntherightkindofprogram,andthisguideismeanttohelplegislatorsdojustthat.
Anystatesummaryinthisreportshouldbeastartingpointonly.WeencouragelegislatorstoobtaincopiesoftheAmericanLegislativeExchangeCouncil’smodellegislationlistedinthisguideandtocontacttheInstituteforJusticeforthemorein-depthanalysisthatwillbenecessary in crafting specific legislation.
Welookforwardtoworkingwithyoutosecurethefutureofschoolchoiceinyourstate.
WilliamH.Mellor LoriRoman PresidentandGeneralCounsel ExecutiveDirector InstituteforJustice AmericanLegislative ExchangeCouncil
�
introduction
Isschoolchoiceconstitutional?Inmoststates,ifaprogramisdesignedproperly,theanswershouldbeyes.
Sincethebirthofthemodernschoolchoicemovementin1990,withthecreationofascholarshipprogramforinner-citychildreninMilwaukee,membersoftheentrenchededucationestablishmenthavefoughttostopschoolchoice,oftenthroughlegalattack.
Meanwhile,publicsupportforschoolchoicehasgrown,and17yearslater,K-12 school choice flourishes in Milwaukee(aftertwounsuccessfullegalchallenges)and10otherstates,plustheDistrictofColumbia.OnFebruary 12, 2007, Utah became the first statetoofferuniversalschoolvouchers,markinganimportantwatershedfortheschoolchoicemovement.Andin2002,theU.S.SupremeCourtvindicatedschoolchoiceunderthefederalConstitutionasitupheldCleveland’svoucherprogram.
Yetthelegalbattlecontinues.Lackinganyfederalconstitutionalclaims,schoolchoiceopponentsnowrelysolelyonstateconstitutionsintheirquesttomaintaintheeducationalstatusquo.
Buttheirargumentsaremostlyredherrings,andinnearlyeverystate,thequestionisnotwhethertherecanbeschoolchoice,buthowbestto
School Choice and State ConstitutionsA Guide to Designing School Choice Programs
achieve it. This guide—the first-ever state-by-statebreakdownofstateconstitutionalprovisionsrelevanttoschoolchoice—demonstratesthatawell-craftedschoolchoiceprogramisviableinjustabouteverystateintheunion.Thekeyforpolicymakersistounderstandthelegalenvironmentoftheirindividualstatesanddraftschoolchoicelegislationaccordingly.
Thisguideprovidespolicymakerswiththefactsaboutthestateofthelawonschoolchoiceandarmsthemwiththetoolstocreateprogramsmostlikelytosurvivelegalscrutiny.
School choice
Theterm“schoolchoice”describesanypolicydesignedtoenableparentstochoosethebesteducationalopportunityfortheirchildren,includingpublicschooltransferoptions,charterandmagnetschools,homeschooling,scholarships,vouchersandtaxcredits/deductions.Thisguidefocusesonthetwoformsofschoolchoicethatbringprivateschoolsintothemixofavailableeducationaloptionsforparentsofallfinancial means—vouchers and tax credits.
Vouchersaresimplystate-fundedscholarshipsforK-12studentsthatenablethemtoselecttheschool
�
oftheirchoice,justlikethevariousscholarshipsthatmoststatesandthefederalgovernmentprovideforcollegestudents.Taxcreditprogramscomeinseveralvarieties.Tax-credit-fundedscholarshipprogramsenableindividualsorcorporationstoreceiveataxcreditfordonatingaportionoftheirstatetaxliabilitytoprivatescholarship-grantingorganizations.Personaltaxcreditsanddeductionsgiveparentsataxbreakforapprovededucationalexpenses.
School choice and the Federal conStitution
TheU.S.SupremeCourtdeliveredaresoundingvictoryforschoolchoicewhenitupheldCleveland’sschoolvoucherprogramin2002inZelman v. Simmons-Harris.RejectingachallengeundertheEstablishmentClauseoftheU.S.Constitution,theCourtheldthatpubliclyfundedK-12voucherprogramsmayincludebothreligiousandnon-religiousoptions,justascollegeaidprogramslikePellGrantsandtheGIBillhavealwaysdone.Theessentialcharacteristicsofaconstitutionalschoolvoucherprogram,accordingtotheSupremeCourt,are:
• “Religiousneutrality”—providingaidtoabroad group of recipients identified without referencetoreligion,andofferingawidearrayofoptions,againwithoutregardtoreligion.
• “Trueprivatechoice”—parents,notthegovernment,choosetheschool,andthegovernment itself does nothing to influence thechoiceofreligiousornon-religiousoptionsonewayortheother.
Aprogramwiththosetwofeaturesisconstitutionalbecauseitaidsfamiliesseekingabettereducationfortheirchildren,nottheschoolstheyhappentochoose.Because
the aid flows to individuals instead ofinstitutions,programsmayincludebothreligiousandnon-religiousoptionswithoutviolatingthefederalConstitution.
School choice, State conStitutionS and religion
AftertheU.S.SupremeCourteliminatedthefederalEstablishmentClauseasapotentialbarriertoschoolchoicein2002,opponentswereleftwithstateconstitutionsastheironlyavenueforattackingschoolchoiceprograms.Primarily,theyrelyonthereligionandeducationprovisionsofstateconstitutions.
compelled Support clauSeS
“CompelledSupport”Clausesareprovisionsin29stateconstitutionsthatwereoriginallyintendedtopreventtheestablishmentofanofficial state religion and to ensure thatpeoplewerenotforcedtopayforthingslikechurchesandministers’salaries.Generally,CompelledSupportClausesrequirethatnooneshallbecompelledtoattendorsupportachurchorreligiousministrywithouthisorherconsent.Theyweresimplymeanttoprotectreligiousminoritiesfromthecolonial-erapracticeofrequiringchurchattendanceandsupportforacolony’sestablishedchurch.
Schoolchoiceisanaltogetherdifferentpolicy.Well-designedvoucherprogramsarereligiously neutral:theyneitherfavornordisfavorthechoiceofreligiousschoolsoverother
�
This guide—the first-ever state-by-state breakdown of state constitutional provisions relevant to school choice—demonstrates that a well-crafted school choice program is viable in just about
every state in the union.
educationaloptions.Parentsparticipatinginvoucherprogramswhoselectreligiousschoolsfreely and independently choose themfromahostofreligiousandnon-religiousalternativesbecausetheybelievethoseschoolsprovidethebesteducationalopportunityfortheirchildren.
Asaresult,nopublicmoneysupportsaparticularchurchorreligiousinstitution;instead,theaidsupportsfamiliesintheirattemptstosecurehigh-qualityeducationfortheirchildren—justlikecollegescholarshipsareunderstoodtosupportstudentsratherthantheschoolstheyhappentoattend.Parentalchoiceiskey.Voucherandtaxcreditprogramssupportparentsandchildren—nomatterwhichschoolstheychoose.
Blaine amendmentS
ThenotoriousBlaineAmendments,foundin37stateconstitutions,grewoutofawell-documentedatmosphereofanti-immigrantandanti-Catholicbigotryinthelatterhalfofthe19thcentury.Atthetime,mostpublicschoolswerethoroughlyProtestantinorientationandpedagogy,anddistinctlyinhospitabletoCatholics.Catholicssoughtfundingfortheirownschools,butaresultinganti-immigrant,anti-CatholicbacklashledtoaproposedamendmenttotheU.S.Constitution
byMaineSen.JamesG.Blaine(hencethetitle“BlaineAmendment”)thatwouldhaveprohibitedthefundingofany“sectarian”schoolsorinstitutions.Intheparlanceofthetimes,“sectarian”wascodefor“Catholic.”Blaine’sattempttoamendtheU.S.Constitutionfailed,butitwaspickedupbymanystatesandevenbecamearequirementforentryintotheunionformanyWesternstates.
TheU.S.SupremeCourthasrecognizedtheBlaineAmendments’“shamefulpedigree”ofreligiousandanti-immigrantdiscrimination,andtheArizonaSupremeCourtdescribedthemas“aclearmanifestationofreligiousbigotry”inupholdingatax-creditscholarshipprogram.
Astheirhistorymakesclear,BlaineAmendmentswereintendedtopreventthegovernmentfromdirectlyfundingCatholicschoolsystems—again,apolicyverydifferentfrommodernschoolchoiceprograms.
NeithervouchernortaxcreditprogramsinvolvethekindsofspecialgrantstoprivatereligiousschoolsthatBlaineAmendmentssoughttoprohibit.Voucherprogramsprovidescholarshipstofamilies—notschools—whocanchoosetousethemattheschooloftheirchoice,religiousornot.Similarly,taxcredits
anddeductionsallowparentstokeepmoreoftheirownmoney,while
tax-creditscholarshipprogramssimplyencourageindividuals
orcorporationstodonatetheirmoneytoprivate
scholarshipfunds.
�
Whetherthroughvouchers,taxcreditsortaxdeductions,anymoneythathappenstoreachareligiousschooldoessoastheincidentalresultofthefreeandindependentchoicesofparentsempoweredbythegovernmenttotakechargeoftheirchildren’seducation—insteadofleavingthatdecision to government officials.
avoiding Blaine and compelled Support proBlemS
Toavoidrunningafoulofstateconstitutions’CompelledSupportClausesandBlaineAmendments,themostimportantdecisionalawmakercanmakeisthechoicebetweenvouchersandtaxcredits.
Statecourtinterpretationsofreligionclausesvarywidely,andonlyahandfulofstateshaveaddressedtheminthecontextofschoolchoice.Butmanystatecourtshaveinterpretedtheseprovisionsinanalogouscases,suchasprogramsthatprovidebenefits like free transportation or seculartextbookstofamiliesusingprivateschools.Thesecases—describedinthisguide—canprovideguidancetolawmakersabouthowstatecourtsmayapplystatereligionclausestoeducationissues.
Forexample,ifastatesupremecourthasalreadyruledthatitsBlaineAmendmentorCompelledSupportClauseprohibitsusingtaxdollarstoprovideeducationalaidtofamiliesusingprivateschools,thentaxcreditplansarelikelyabetterapproach.Sinceforgonetaxrevenuedoesnotconstitutepublicmoney,moststate
supremecourtsdonotorshouldnotregardtax-credit-fundedscholarshipsassubjecttoBlaineAmendmentorCompelledSupportlimitations.Foreachstate,weprovidearecommendationofthebestapproach.
State conStitutionS and education
Everystateconstitutionhasprovisionsdealingwitheducation,whichcanberelevantforlawmakersconsideringschoolchoiceproposals.
So-called“uniformity”clausesareprovisionswithinstateconstitutionsthatrequirethestategovernmenttofunda“uniformsystemoffreepubliceducation,”orwordstothateffect.Wrenchingthosewordsfromtheirpropercontext,schoolchoiceopponentshavebegunarguing,illogically,thatsuchprovisionsdonotsimplyrequirethegovernmenttoestablishpublicschoolsforallchildrenwithinthestate,butforbidthegovernmentfromgoingbeyondthatbaselinerequirementbyprovidingeducationthroughmeansotherthanthetraditionalpublicschoolsystem.
Thisargumentrequiresconstitutionalandlinguisticgymnasticsthatfewstatesupremecourtsarelikelytoacceptandthatalmostnostate’slegalprecedentssupport.1Uniformityclauseswereneverintendedtoimposealimitoneducationalinnovationandcreativity in the way legislators fulfill
1TheWisconsinSupremeCourttwiceconsideredtheargumentandrejectedit.TheFloridaSupremeCourt,inanunprecedentedandwidelycriticizedopinion,acceptedit.
�
theirobligationtoprovidechildrenwithabasiceducation.Rather,theyweresimplyintendedtoensurethatthepublicschoolsystemhascertainminimalcharacteristics.Ifastatechoosestogoaboveandbeyondthatconstitutionalrequirement,auniformityprovisionshouldnotbeabar.
Theeducationarticlesofafewstateconstitutionshavelanguagethatexplicitlyreservesalleducationalexpendituresforpublicschools.Forthosestates,taxcreditprogramsaretheonlyavailableschoolchoiceoptionintheabsenceofaconstitutionalamendment.2Mostotherstateshave“stateschoolfunds,”usuallycalled“commonschoolfunds,”and
2Michiganistheonlystatewhoseconstitutionexplicitly forbids both voucher and tax benefit programs,althoughtheMassachusettsSupremeCourthasinterpreteditsconstitutionbroadlytothesameeffect.Insuchstates,constitutionalamendmentisprobablynecessarytopermiteffec-tiveschoolchoice.
expendituresfromthosefundsmayonlybeusedforpublicschools.Suchfundscontaintheproceedsderivedfromfederallandsgiventothestateforthepurposeofestablishingpublicschools,andlimittheuseofthefundtopublicschools.Inthosestates,vouchersshouldbefundedfromthegeneralfundorsomeothersourcebesidesthestateschoolfund.
a Final note
Thisguideisintendedtoarmpolicymakersandadvocateswiththeessentialbackgroundneededtocraftconstitutionalschoolchoicelegislation—andtoforgeaheadwith confidence in delivering equal educationalopportunitytoallfamilies,regardlessoftheirmeans.Buttheanalysisandrecommendationsinthisreportareverygeneralandshouldbejustthebeginningofyourefforttounderstandschoolchoiceandyourstateconstitution.TheInstituteforJusticeiseagertoprovideexpertlegalreviewofschoolchoice
proposals.Suchreview,ideallyattheearliestpossiblestageintheprocess,isessential.
�
This report, for the first time ever, providesastate-by-statebreakdownofthekeyelementsapolicymakerneedsinordertounderstandthelegalenvironmentforschoolchoiceinanygivenstate—andtocraftappropriatelegislationtoexpandeducationalopportunity.
conStitutional proviSionS
Weprovidethetextofandcitationsforstateconstitutionalprovisionsmostrelevanttoschoolchoice,includingBlaineAmendments,CompelledSupportClauses,anyeducationalprovisionsthatmayimpacthowaschoolchoiceprogramisdesigned,andotherprovisionsasnecessarytohelppolicymakerscraftgoodlegislation.
relevant caSe law
Thissectionlistsanddescribesanyfederalandstatecasesinterpretingkeyconstitutionalprovisions.First,welistanycasesfromfederalcourtsthataroseoutofthatstate.SometimesthesecasesincludeordrawoninterpretationsofstateconstitutionsinadditiontoanyrulingbasedontheU.S.Constitution,sotheycanprovidesomeusefulinformation.Theymayalsoaddressanexistingschoolchoiceprogram.
Next,welistcasesfromstatecourts.Forbothfederalandstatecases,westartwithdecisionsfromthehighestcourt(forexample,theU.S.SupremeCourt
How to Use This Report
forfederalcases,andastatesupremecourtforstatecases)andlistthemostrecent cases first. These are followed bylowercourtcases,again,mostrecent first.
Finally, the report describes any official advisoryopinionsfromstatesupremecourtsandattorneysgeneralthatarerelevanttoschoolchoice.Suchopinionsarenotbindingprecedentandcourtsarenotrequiredtofollowthem,buttheycanbepersuasiveinfuturelitigation.
Allcasesandopinionsincludefulllegalcitationssothoseinterestedinlearning more can find the original sources.
exiSting School choice programS
Hereweprovideasnapshotofschoolchoiceinastate:whetherthestateprovidesPublicSchoolChoice,CharterSchools,orPrivateSchoolChoice—andifso,whatkindofprogramthatis.Wealsoprovidecitationstothestatutesthemselves.
Itisimportantforpolicymakerstounderstandwhatkindsofschoolingoptionschildreninastatealreadyenjoy.Newschoolchoiceprogramsshouldbedesignedtoenhancetheseoptionsasamatterofgoodpolicyandofgoodlaw.Also,existingschoolchoiceprogramsthatincludeprivateschooloptionsprovideevidencethatthefurtherexpansionofschoolchoiceinthatstateisconstitutional.
�
analySiS and recommendationS
Thissectionbringstogetherthekeyelements—stateconstitutionalprovisions,relevantcaselawandexistingschoolchoiceprograms—toprovideabriefanalysisofthelegalenvironmentforschoolchoiceinastate.ThisistheInstituteforJustice’sopinionaboutthesafestapproachtoimplementingschoolchoiceinastateandavoidingconstitutionalproblems.
Thekeydecisionapolicymakermustmakeisthechoicebetweenavoucherapproachandataxcreditapproach(orboth),andweofferarecommendationforeachstate.Wealsopointout,whereapplicable,othermeansofsatisfyingstateconstitutionalrequirements,suchasavoidingtheuseofcommonschoolfunds.
Finally,welistALEC’smodellegislationtoprovideaframeworkfordraftingstate-specific school choice proposals. Lawmakersshouldtakecaretoconsiderthemanyissuespresentedinthedraftingnotessectionofmodelbills. Modifications may be required tobestsuitthelegalandpolicyenvironmentsofagivenstate.
reSourceS
Atthebackofthereport(beginningonpage93),weprovidedescriptionsofALEC’smodelschoolchoicebills,aglossarytoexplainthelegaljargonthatissometimesnecessarywhenexplainingconstitutionalcaselaw,andinformationaboutnationalorganizations that can help in the fight forequaleducationalopportunity.
�
Compelled Support Clause“Thatnooneshallbecompelledbylawtoattendanyplaceofworship;nortopayanytithes,taxes,orotherrateforbuildingorrepairinganyplaceofworship,orformaintaininganyministerorministry….”AlAbAmA Const. Art.I,§3.
Blaine Amendments“Noappropriationshallbemadetoanycharitableoreducationalinstitutionnotundertheabsolutecontrolofthestate,otherthannormalschoolsestablishedbylawfortheprofessionaltrainingofteachersforthepublicschoolsofthestate,exceptbyavoteoftwo-thirdsofallthememberselectedtoeachhouse.”AlAbAmA Const. Art.IV,§73.
“Nomoneyraisedforthesupportofthepublicschoolsshallbeappropriatedtoorusedforthesupportofanysectarianordenominationalschool.”AlAbAmA Const.Art.XIV,§263.
alaBama
EXISTING SCHOOL CHOICE PROGRAMS
PublicSchoolChoice: NoCharterSchools: NoPrivateSchoolChoice: No
RELEVANT CASE LAW
Alabama Education Association v. James,373So.2d1076(Ala.1979)
AfterachangeinU.S.SupremeCourtEstablishmentClausejurisprudence,theAlabamaSupremeCourtheldthattuitiongrantstostudentsattendingprivateschoolsareconstitutionalundertheFirstAmendmentofU.S.ConstitutionandAlabama’sBlaineAmendment(ArticleXIV,Section263)becausetheaidgoestothestudent,nottheschool.
Opinion of Justices, 280So.2d547(1973)
Followingthen-currentU.S.SupremeCourtEstablishmentClauseprecedent,theAlabamaSupremeCourtopinedthattuitiongrantstostudentsattending“churchcolleges”wouldviolateboththeFirstAmendmentofU.S.ConstitutionandoneofAlabama’sBlaineAmendments(ArticleXIV,Section263)becausetheywouldexcessivelyentanglethestateandreligion.
TaxcreditprogramsandvouchersbothareschoolchoiceoptionsforAlabama.AlthoughtheAlabamaConstitutioncontainsbothaCompelledSupportClauseandBlaineAmendmentlanguage,theAlabamacourtsareunlikelytointerprettheseclausesexpansivelytoprohibitschoolchoice.Additionally,AlabamacourtstendtofollowfederalEstablishmentClauseprecedentininterpretingtheAlabamaConstitution,andtheU.S.SupremeCourt’sdecisioninZelman v. Simmons-Harris upheldschoolchoiceprograms.
ToavoidpotentialproblemswiththesecondofAlabama’sBlaineAmendments(ArticleXIV,Section263),voucherprogramfundingshouldexplicitlycomefromsourcesotherthanthestate’spublicschoolfund.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS�0
Blaine Amendment“ThelegislatureshallbygenerallawestablishandmaintainasystemofpublicschoolsopentoallchildrenoftheState,andmayprovideforotherpubliceducationalinstitutions.Schoolsandinstitutionssoestablishedshallbefreefromsectariancontrol.Nomoneyshallbepaidfrompublicfundsforthedirectbenefit of any religious or other private educational institution.” AlAskA Const.Art.VII,§1.
alaSka
EXISTING SCHOOL CHOICE PROGRAMS
RELEVANT CASE LAW
Sheldon Jackson College v. State,599P.2d127(Alaska1979)
TheAlaskaSupremeCourtheldthattuitionassistancegrantsforstudentsattendingprivatecollegesviolatesitsBlaineAmendmentbecause(1)only private colleges benefit from the program,(2)themoneyeffectivelysubsidizesprivateeducation,(3)thebenefit provided is substantial, and (4)thereisnodistinctionbetweengivingmoneytothestudentandgivingmoneytotheschool.
Matthews v. Quinton,362P.2d932(Alaska1961),cert. denied,368U.S.517(1962)
ViewingitsBlaineAmendmentasmorerestrictivethanthefederalConstitution,theAlaskaSupremeCourtheldthattransportationofprivateschoolstudentsatpublicexpenseviolatestheAlaskaConstitution.
TaxcreditprogramsareAlaska’sbestoptionforaschoolchoiceinitiative.TheyareconsistentwiththeAlaskaConstitutionandrelevantcaselaw.
Avoucherprogram,however,wouldbeproblematic.Alaskacourtshaveinterpretedthestate’sBlaineAmendmentrestrictively.Althoughitsactualtermsbanonly“direct”aid,Alaskacourtshaverejectedthedistinctionbetweenaidingstudentsandaidingtheinstitutionsthosestudentschoosetoattend,therebylimitingtheuseofpublicfundstopubliceducationalinstitutions.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes4AlaskaAdministrativeCode06.855
AlaskaStatutesSections14.03.250to14.03.290;4AlaskaAdministrativeCode33.110
Blaine Amendments“Nopublicmoneyorpropertyshallbeappropriatedfororappliedtoanyreligiousworship,exercise,orinstruction,ortothesupportofanyreligiousestablishment.”ArizonA Const. Art.II,§12.
“Notaxshallbelaidorappropriationofpublicmoneymadeinaidofanychurch,orprivateorsectarianschool,oranypublicservicecorporation.”ArizonA Const.Art.IX,§10.
Other Relevant Sections“NeithertheState,noranycounty,city,town,municipality,orothersubdivisionofthestateshallevergiveorloanitscreditintheaidof,ormakeanydonationorgrant,bysubsidyorotherwise,toanyindividual,association,orcorporation….”ArizonA Const.Art.IX,§7.
“Section1.A.Thelegislatureshallenactsuchlawsasshallprovidefortheestablishmentandmaintenanceofageneralanduniformpublicschoolsystem,whichsystemshallinclude:1.Kindergartenschools;2.Commonschools;3.Highschools;4.Normalschools;5.Industrialschools;6.Universities,whichshallincludeanagriculturalcollege,aschoolofmines,andsuchothertechnicalschoolsasmaybeessential,untilsuchtimeasitmaybedeemedadvisabletoestablishseparatestateinstitutionsofsuchcharacter.”ArizonA Const.Art.XI,§1.
arizona
RELEVANT CASE LAW
Zobrest v. Catalina Foothills School District,509U.S.1(1993)
TheU.S.SupremeCourtheldthattheFirstAmendment’sEstablishmentClausedidnotpreventanArizonaschooldistrictfromfurnishingastudentwithasign-languageinterpretertofacilitatehiseducationatareligiousschool.
Kotterman v. Killian,972P.2d606(Ariz.),cert. denied,528U.S.921(1999)
TheArizonaSupremeCourtheldthattuitiontaxcreditsareconstitutionalunderboththeU.S.ConstitutionandtheArizonaConstitution.Theyarepartofareligiouslyneutralgovernmentprogramavailabletoalargespectrumofcitizensanddonothavetheprimaryeffectofadvancingorinhibitingreligion.
EXISTING SCHOOL CHOICE PROGRAMS
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrictandInterdistrict/mandatoryArizonaRevisedStatutesSections15-816to15-816.07
ArizonaRevisedStatutesSections15-181to15-189.03
DisplacedPupilsChoiceGrantsforfosterchildrenArizonaRevisedStatutesSections15-817.01to15-817.02
ScholarshipsforPupilswithDisabilitiesArizonaRevisedStatutesSections15-891to15-891.06
IndividualTaxCreditScholarshipsArizonaRevisedStatutesSections43-1089to43-1089.02
CorporateTaxCreditScholarshipsArizonaRevisedStatutesSection43-1183
continued on next page
BothtaxcreditprogramsandvouchersareschoolchoiceoptionsforArizona.TheArizonaConstitutioncontainsBlaineAmendmentlanguageintwoseparateprovisions,butArizonastatecourtshaveinterpretedneitherexpansively.InKotterman,theArizonaSupremeCourtdefinitively upheld the constitutionality of tuition tax credits. Given its strongadherencetofederalprecedentonEstablishmentClauseissues,thecourtisalsolikelytoupholdareligiouslyneutralvoucherprogram.Ithasalreadyheldthatthestatecancontractwithareligiousorganizationforpublicserviceswithoutimproperlyaidingtheorganization’sreligiousmission.Inaddition,theArizonaSupremeCourthasviewedthe“uniformity”languageofitseducationarticle(ArticleXI,Section1)asestablishing a floor for adequacy below which districts may not go, but permittingprogramsthatgofurther.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
arizona voucherS tax creditS��
Additionally,theydonotoverlyentanglethegovernmentwithreligionbecausethestatedoesnotdistributefundsormonitortheirapplication.Thecourtrecognizedthat the scholarships benefit children, not schools.InrefusingtoapplyitsBlaineAmendmentsbroadly,theArizonaSupremeCourtrecognizedthebigotryandprejudiceunderlyingtheirenactment.
Hull v. Albrecht,950P.2d1141,1145(Ariz.1997)TheArizonaSupremeCourtheldthatthe“generalanduniformrequirement”oftheArizonaConstitution’seducationarticleappliesonlytothestate’sconstitutionalobligationtofundapublicschoolsystemthat is adequate and that defining adequacy isalegislativetask.Adistrictmaythenchoosetogoabove,butnotbelow,thestatewideminimumstandards,andthiswillnotrunafoulofthegeneral-and-uniformrequirement.
Pratt v. Arizona Board of Regents,520P.2d514,516(Ariz.1974)
TheArizonaSupremeCourtheldthatthestate did not violate the first of Arizona’s BlaineAmendments(ArticleII,Section12)whenitleasedastateuniversity’sfootballstadiumforprayerworshipatafairmarketvalue.Thecourtnotedthat“[w]ebelievethattheframersoftheArizonaConstitutionintendedby[ArticleII,Section12]toprohibittheuseofthepowerandtheprestigeoftheStateoranyofitsagenciesforthesupportorfavorofonereligionoveranother,orofreligionovernonreligion.”
Community Council v. Jordan,432P.2d460,466(Ariz.1967)
TheArizonaSupremeCourtheldthatbycontractingwiththeSalvationArmy,thestateisnotproviding“aid”inviolationofthesecondofArizona’sBlaineAmendments(ArticleIX,Section10).Thecourtnoted,“The‘aid’prohibitedintheconstitutionofthisstateis,inouropinion,assistanceinanyformwhatsoeverwhichwouldencourageortendtoencouragethepreferenceofonereligionoveranother,orreligionperseovernoreligion.”
continued from previous page
Compelled Support Clause“[N]omancan,ofright,becompelledtoattend,erect,orsupportanyplaceofworship;ortomaintainanyministryagainsthisconsent.”ArkAnsAs Const.Art.II,§24.
Education Articles“Intelligenceandvirtuebeingthesafeguardsoflibertyandthebulwarkofafreeandgoodgovernment,theStateshallevermaintainageneral,suitableand efficient system of free public schools and shall adopt all suitable means to securetothepeopletheadvantagesandopportunitiesofeducation.”ArkAnsAs Const.Art.XIV,§1.
“Nomoneyorpropertybelongingtothepublicschoolfund,ortothisState,forthe benefit of schools or universities, shall ever be used for any other than for the respectivepurposestowhichitbelongs.”ArkAnsAs Const.Art.XIV,§2.
arkanSaS
EXISTING SCHOOL CHOICE PROGRAMS
RELEVANT CASE LAW
Lendall v. Cook,432F.Supp.971,978(E.D.Ark.1977)
Afederaldistrictcourtconcludedthatastatehighereducationscholarshipprogramthatpermittedstudentstochoosereligiousornon-religiouscollegesdidnotviolatetheArkansasConstitution’sCompelledSupportClause.
BothtaxcreditprogramsandvouchersareschoolchoiceoptionsforArkansas.ItsConstitutiondoesnotcontainaBlaineAmendmentanditsCompelledSupportClause,whilereceivinglittlejudicialattention,doesnotforbidreligiouslyneutralschoolchoiceprograms,providedfundsallottedforthepublicschoolsarenotused.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryArkansasCodeAnnotated6-18-227
Interdistrict/mandatoryArkansasCodeAnnotated6-18-206
ArkansasCodeAnnotated6-23-101to6-23-601
Blaine Amendments“Nopublicmoneyshalleverbeappropriatedforthesupportofanysectarianordenominationalschool,oranyschoolnotundertheexclusivecontroloftheofficers of the public schools; nor shall any sectarian or denominational doctrine betaught,orinstructionthereonbepermitted,directlyorindirectly,inanyofthecommonschoolsofthisState.”CAliforniA Const.Art.IX,§8.
“NeithertheLegislature,noranycounty,cityandcounty,township,schooldistrict,orothermunicipalcorporation,shallevermakeanappropriation,orpayfromanypublicfundwhatever,orgrantanythingtoorinaidofanyreligioussect,church, creed,orsectarianpurpose,orhelptosupportorsustainanyschool,college,university,hospital,orotherinstitutioncontrolledbyanyreligiouscreed,church, orsectariandenominationwhatever;norshallanygrantordonationofpersonalpropertyorrealestateeverbemadebythestate,oranycity,cityandcounty,town,orothermunicipalcorporationforanyreligiouscreed,church, orsectarianpurposewhatever;provided,thatnothinginthissectionshallpreventtheLegislaturegrantingaidpursuanttoSection3ofArticleXVI.”CAliforniA Const.Art.XVI,§5.
caliFornia
RELEVANT CASE LAW
California Statewide Communities Development Authority v. All Persons Interested,2007Cal.LEXIS1914(Cal.2007)
TheCaliforniaSupremeCourtheldthattheissuanceoftax-exemptbonds for the benefit of “pervasively sectarian”religiousschoolswouldnotnecessarilyviolatethestate’ssecondBlaineAmendment(ArticleXVI,Section5).
California Teachers Association v. Riles,632P.2d953,960(Cal.1981)
TheCaliforniaSupremeCourtheldthatlendingtextbookstoprivateschoolsviolatedthestateConstitution’sBlaineAmendments.
Bowker v. Baker,167P.2d256(Cal.1946)TheCaliforniaSupremeCourtheldthattransportingprivateschoolstudentsatpublicexpenseisconstitutionallyacceptablebecauseitisaimedatchildsafetynoteducation, and any benefit to the schoolis“incidental.”
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryCaliforniaEducationCodeSection35160.5
IntradistrictandInterdistrict/voluntaryCaliforniaEducationCodeSections46600to46611
CaliforniaEducationCodeSections47600to47660,CaliforniaEducationCodeSections41365to41367
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
TaxcreditsareCalifornia’sbestoptionforschoolchoice.VouchersareproblematicgivenCalifornia’sveryrestrictiveinterpretationofitsBlaineAmendments.Thatinterpretationpreventsanypublicbodyfromthestatedowntothelocalschoolboardfromallowinganypublicmoneyfromanysourcewhatsoevertogotoareligiousorprivateschool.Californiacourtshaveexplicitlyrejectedthedistinctionbetweenaidingstudentsversusaidingschools.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
caliFornia voucherS tax creditS��
Wilson v. State Board of Education,89Cal.Rptr.2d745(Ct.App.1999)
ACaliforniaCourtofAppealsheldthatcharterschoolsareconsidered“publicschools”forthepurposeofCalifornia’sfirst Blaine Amendment (Article IX, Section8).
Woodland Hills Homeowners Organization v. Los Angeles Community College District,266Cal.Rptr.767,774(Ct.App.1990)
ACaliforniaCourtofAppealsupheldacommunitycollege’stemporaryleaseofsurpluslandtoareligiousorganizationatfairmarketvalueunderCalifornia’ssecondBlaineAmendment(ArticleXVI,Section5).
Board of Trustees v. Cory,145Cal.Rptr.136,139(Ct.App.1978)
CitingBowker,aCaliforniaCourtofAppealsheldthatdirectpaymentoffederalfundstoprivatemedicalschoolsviolates the first of California’s Blaine Amendments because it does not fit within the “incidental” or “indirect benefit exception,”andprovidesfundstoschools“not under the exclusive control of officers ofthepublicschools.”
continued from previous page
Compelled Support Clause“Nopersonshallberequiredtoattendorsupportanyministryorplaceofworship,religioussectordenominationagainsthisconsent.Norshallanypreferencebegivenbylawtoanyreligiousdenominationormodeofworship.”ColorAdo Const.Art.II,§4.
Blaine Amendments“Noappropriationshallbemadeforcharitable,industrial,educationalorbenevolentpurposestoanyperson,corporationorcommunitynotundertheabsolutecontrolofthestate,nortoanydenominationalorsectarianinstitutionorassociation.”ColorAdo Const.Art.V,§34.
“Neitherthegeneralassembly,noranycounty,city,town,township,schooldistrictorotherpubliccorporation,shallevermakeanyappropriation,orpayfromanypublicfundormoneyswhatever,anythinginaidofanychurchorsectariansociety,orforanysectarianpurpose,ortohelpsupportorsustainanyschool,academy,seminary,college, university or other literary or scientific institution, controlled by any church or sectariandenominationwhatsoever;norshallanygrantordonationofland,moneyorotherpersonalproperty,everbemadebythestate,oranysuchpubliccorporationtoanychurch,orforanysectarianpurpose.”ColorAdo Const.Art.IX,§7.
Education Articles“Thegeneralassemblyshall,assoonaspracticable,providefortheestablishmentandmaintenanceofathoroughanduniformsystemoffreepublicschoolsthroughoutthestate….”ColorAdo Const.Art.IX,§2.
“Thepublicschoolfundofthestateshall,exceptasprovidedinthisarticleIX,foreverremaininviolateandintactandtheinterestandotherincomethereon,only,shallbeexpendedinthemaintenanceoftheschoolsofthestate,andshallbedistributedamongsttheseveralcountiesandschooldistrictsofthestate,insuchmannerasmaybeprescribedbylaw.”ColorAdo Const.Art.IX,§3.
“Thegeneralassemblyshall,bylaw,providefororganizationofschooldistrictsofconvenientsize,ineachofwhichshallbeestablishedaboardofeducation,to consist of three or more directors to be elected by the qualified electors of the district.Saiddirectorsshallhavecontrolofinstructioninthepublicschoolsoftheirrespectivedistricts.”ColorAdo Const.Art.IX,§15.
colorado
EXISTING SCHOOL CHOICE PROGRAMS
RELEVANT CASE LAW
Owens v. Colorado Congress of Parents,92P.3d933(Colo.2004)
TheColoradoSupremeCourtheldthatapilotvoucherprogramviolatedtheColoradoConstitution’s“localcontrol”provision(ArticleIX,Section15)becauseitrequiredschooldistrictstopassaportionoftheirlocallyraisedfundstononpublicschoolsoverwhoseinstructionthedistrictshadnocontrol.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrictandInterdistrict/mandatoryColoradoRevisedStatutesSections22-36-101to22-36-106
Interdistrict/mandatoryandIntradistrict/voluntaryColoradoRevisedStatutesSections22-1-122
ColoradoRevisedStatutesSections22-30.5-101to22-30.5-115
continued on next page
colorado
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforColorado.AlthoughColorado’sConstitutioncontainsaCompelledSupportClauseandtwoBlaineAmendments,Coloradostatecourtshaveinterpretedthemnarrowly.Inanimportant1982caserejectingaBlaineAmendmentchallengetoColorado’shighereducationgrantprogram,theColoradoSupremeCourtexplicitlynotedthatsuchscholarshipsaidstudents,nottheschoolstheyhappentoattend,religiousorotherwise.
FuturevoucherlegislationshouldnotetheColoradoSupremeCourt’sdecisioninOwensandfundtheprogramexclusivelythroughstateratherthanlocalrevenues.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
Americans United for Separation of Church & State Fund, Inc. v. State,648P.2d1072(Colo.1982)
TheColoradoSupremeCourtupheldtheColoradohighereducationgrantprogramagainstachallengebroughtunderoneofitsBlaineAmendments(ArticleIX,Section7)becausetheprogram benefits students, not theirschools,becauseitisavailabletoprivateaswellaspublicschoolstudents,andbecauseiteliminatesanydangerofindirectlysupportingreligiousmissionsbyattachingstatutoryconditionstotheuseofthemoney.
continued from previous page
Compelled Support Clause“ItbeingtherightofallmentoworshiptheSupremeBeing,theGreatCreatorandPreserveroftheUniverse,andtorenderthatworshipinamodeconsistentwiththedictatesoftheirconsciences,nopersonshallbylawbecompelledtojoinorsupport,norbeclassedorassociatedwith,anycongregation,churchorreligiousassociation.Nopreferenceshallbegivenbylawtoanyreligioussocietyordenominationinthestate.Eachshallhaveandenjoythesameandequalpowers,rightsandprivileges,andmaysupportandmaintaintheministersorteachersofitssocietyordenomination,andmaybuildandrepairhousesforpublicworship.”ConneCtiCut Const.Art.VII.
Education Articles“Thereshallalwaysbefreepublicelementaryandsecondaryschoolsinthestate.Thegeneralassemblyshallimplementthisprinciplebyappropriatelegislation.”ConneCtiCut Const.Art.VIII.,§1.
“Thefund,calledtheSCHOOLFUND,shallremainaperpetualfund,theinterestofwhichshallbeinviolablyappropriatedtothesupportandencouragementofthepublicschoolsthroughoutthestate,andfortheequalbenefit of all the people thereof. The value and amount of said fund shall be ascertainedinsuchmannerasthegeneralassemblymayprescribe,published,and recorded in the comptroller’s office; and no law shall ever be made, authorizingsuchfundtobedivertedtoanyotherusethantheencouragementandsupportofpublicschools,amongtheseveralschoolsocieties,asjusticeandequityshallrequire.”ConneCtiCut Const.Art.VIII,§4.
connecticut
RELEVANT CASE LAW
Johnson v. Sanders,319F.Supp.421(D.Conn.1970),aff’d,403U.S.955(1971)
AfederaldistrictcourtheldthataConnecticutstatuteauthorizingthestateboardofeducationtocontractwithoperatorsofcertainprivatenonprofit sectarian elementary andsecondaryschoolsforpublicpurchaseofseculareducationalserviceswasunconstitutionalbecauseitexcessivelyentangledthestatewithreligioninviolationoftheEstablishmentClause.
Board of Education v. State Board of Education,709A.2d510(Conn.1998)
TheConnecticutSupremeCourtheldthatalawrequiringtransportationofprivateschoolstudentsatpublicexpense,evenondayswhenthepublicschoolswerenot
voucherS tax creditS�9
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesInterdistrict/mandatoryConnecticutGeneralStatutesSection10-266aa
Intradistrict/voluntaryConnecticutGeneralStatutesSection10-221e
Intradistrict/voluntaryandInterdistrict/voluntaryConnecticutGeneralStatutesSection10-226h
ConnecticutGeneralStatutesSections10-66aato10-66gg
continued on next page
EXISTING SCHOOL CHOICE PROGRAMS
connecticut
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforConnecticut.TheyareconsistentwiththeConnecticutConstitutionandrelevantConnecticutstatecourtdecisions.
TheConnecticutConstitutioncontainsnoBlaineAmendment,andtheConnecticutSupremeCourthastwiceruledthattransportationprogramsthat include private school students benefit children, not schools. To avoid potentialproblemswithConnecticut’seducationarticle(ArticleVIII,Section4),voucherprogramfundingshouldcomefromsourcesotherthanthestate’spublicschoolfund.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS�0
inattendance,didnotviolatetheConnecticutConstitution’sCompelledSupportClause.Ithadthesecularpurposeofensuringchildsafetyandwas for the benefit of the students ridingthebusesratherthantheschoolstowhichtheywerebeingtransported.
Snyder v. Newtown,161A.2d770,775(Conn.1960)
TheConnecticutSupremeCourtheldthattransportingprivateschoolstudentsusingpublicmoneyisconstitutionallyacceptableaslongasmoneydoesnotcomefromthepublicschoolfundbecausesuchtransportationisforthehealth,safetyandwelfareofConnecticutcitizensand only parents and children benefit.
continued from previous page
Compelled Support Clause“[Y]etnopersonshalloroughttobecompelledtoattendanyreligiousworship,tocontributetotheerectionorsupportofanyplaceofworship,ortothemaintenanceofanyministry,againsthisorherownfreewillandconsent….”delAwAre Const.ArtI,§1.
Blaine Amendment“Noportionofanyfundnowexisting,orwhichmayhereafterbeappropriated,orraisedbytax,foreducationalpurposes,shallbeappropriatedto,orusedby,orinaidofanysectarian,churchordenominationalschool;provided,thatallrealorpersonalpropertyusedforschoolpurposes,wherethetuitionisfree,shallbeexemptfromtaxationandassessmentforpublicpurposes.”delAwAre Const.ArtX,§3.
Education Articles“TheGeneralAssemblyshallprovidefortheestablishmentandmaintenanceofa general and efficient system of free public schools, and may require by law that everychild,notphysicallyormentallydisabled,shallattendthepublicschool,unlesseducatedbyothermeans.”delAwAre Const.ArtX,§1.
“NopartoftheprincipalorincomeofthePublicSchoolFund,noworhereafterexisting,shallbeusedforanyotherpurposethanthesupportoffreepublicschools.”delAwAre Const.ArtX,§4.
“TheGeneralAssembly,notwithstandinganyotherprovisionofthisConstitution,mayprovidebyanActoftheGeneralAssembly,passedwiththeconcurrenceofamajorityofallthememberselectedtoeachHouse,forthetransportationofstudentsof nonpublic, nonprofit Elementary and High Schools.” delAwAre Const.ArtX,§5.
delaware
RELEVANT CASE LAW
State ex rel. Traub v. Brown,172A.835(Del.Super.Ct.1934)
TheSuperiorCourtofDelawareheldthattransportingprivateschoolstudentsatpublicexpensewould“helpbuildup,strengthenandmakesuccessful”religiousschoolsinviolationofthestate’sBlaineAmendment.
Opinion of Justices,216A.2d668(Del.1966)
TheJusticesoftheDelawareSupremeCourtopinedinanadvisoryopinionthatabillfortransportingprivateschoolstudentsatpublicexpensewouldviolatetheDelawareConstitutionbecauseevenincidentalaidviolatesthelanguageofthestate’sBlaineAmendment.
AtaxcreditprogramisDelaware’sbestoptionforschoolchoice.TheDelawareConstitutioncontainsbothaCompelledSupportClauseandaBlaineAmendment.TherestrictiveinterpretationofthelatterbyDelawarestatecourtsmakesageneralvoucherprogramproblematic.
In1934,aDelawareSuperiorCourtruledinTraub v. Brown thattransportingprivateschoolstudentsatpublicexpenseviolatedthestate’sBlaineAmendment.Ina1966advisoryopinioninresponsetoalegislativebusingproposal,theDelawareSupremeCourtopinedthattheTraub decisionwascorrect.Voterspassedaconstitutionalamendmenttoovercomethisrestrictiveinterpretationofthestate’sBlaineAmendment,butitislikelythatvoucherswouldrequireasimilaramendment.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatory14DelawareCodeAnnotated414
Interdistrict/mandatory14DelawareCodeAnnotated401to413
14DelawareCodeAnnotated501to516
EXISTING SCHOOL CHOICE PROGRAMS
Blaine Amendment“Norevenueofthestateoranypoliticalsubdivisionoragencythereofshalleverbetakenfromthepublictreasurydirectlyorindirectlyinaidofanychurch,sect,orreligiousdenominationorinaidofanysectarianinstitution.”floridA Const.Art.I,§3.
Education Articles“TheeducationofchildrenisafundamentalvalueofthepeopleoftheStateofFlorida.Itis,therefore,aparamountdutyofthestatetomakeadequateprovisionfortheeducationofallchildrenresidingwithinitsborders.Adequateprovision shall be made by law for a uniform, efficient, safe, secure, and high qualitysystemoffreepublicschoolsthatallowsstudentstoobtainahighqualityeducationandfortheestablishment,maintenance,andoperationofinstitutionsofhigherlearningandotherpubliceducationprogramsthattheneedsofthepeoplemayrequire….”floridA Const. Art.IX,§1(a).
“Theschoolboardshalloperate,controlandsuperviseallfreepublicschoolswithintheschooldistrictanddeterminetherateofschooldistricttaxeswithinthelimitsprescribedherein….”floridA Const.Art.IX,§4(b).
“Theincomederivedfromthestateschoolfundshall,andtheprincipalofthefundmay,beappropriated,butonlytothesupportandmaintenanceoffreepublicschools.”floridA Const.Art.IX,§6.
Florida
RELEVANT CASE LAW
Bush v. Holmes,919So.2d392(Fla.2006)TheFloridaSupremeCourtheldthatoneofthestateConstitution’seducationarticles(ArticleIX,Section1(a))mandatestheprovisionofeducationonlythrougha“uniform”publicschoolsystem.Inanunprecedentedruling,thecourtheldthatthestatemayusepublicfundsonlyfortraditionalpublicschoolsandmaynotprovideadditionaleducationalopportunitiesoutsidethetraditionalpubicsystem.
Bush v. Holmes,886So.2d340(Fla.1stDCA2004), aff’d on other grounds,919So.2d392(Fla.2006)
Theen banc FloridaFirstDistrictCourtofAppealheldthatFlorida’spubliclyfundedvoucherprogramviolatedthestate’sBlaineAmendment.
Scavella v. School Board,363So.2d1095(Fla.1978)TheFloridaSupremeCourtheldthatastatutecappingreimbursementexpensesfordistrictseducatingspecialneedsstudentsatprivateschoolsdidnotviolatetheuniformityprovisionofthestateConstitution’seducationarticle.
School Board v. State,353So.2d834(Fla.1977)Inoneofitsmostsearchinganalysesofthephrase“uniformsystemoffreepublicschools,”theFloridaSupremeCourt
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryFloridaStatutesSection1002.38
Interdistrict/voluntaryFloridaStatutesSection1002.31
FloridaStatutesSection1002.33
continued on next page
EXISTING SCHOOL CHOICE PROGRAMS
McKayScholarshipsforStudentsWithDisabilitiesFloridaStatutesSection1002.39
VoluntaryPre-kindergartenEducationProgramFloridaStatutesSection1002.53
CorporateTaxCreditScholarshipsFloridaStatutesSection220.187
ThestatusofschoolchoiceinFloridaisunclear.Unfortunately,inanunprecedenteddecision,theFloridaSupremeCourtstruckdownthestate’sgroundbreakingOpportunityScholarshipsvoucherprogramforchildreninchronicallyfailingpublicschools.ThecourtdeclaredthattheprogramviolatedthestateConstitution’s education article, specifically the requirement to providea“uniform”publiceducation.ContrarytostatesupremecourtsinWisconsinandOhio,theFloridacourtdecidedthattheLegislaturemaynotprovideeducationaloptionsbeyondthoseinthepublicschools.Still,thecourtlimiteditsdecisiontoOpportunityScholarshipsonly,leavinguntouchedFlorida’sotherschoolchoiceprograms.
Earlierinthesamecase,aFloridaappellatecourtstruckdownOpportunityScholarshipsunderthestate’sBlaineAmendment.ThatrulingrancountertoyearsofFloridaSupremeCourtrulingson the Blaine Amendment permitting “incidental” benefits to religiousorganizationsastheby-productofprogramsdesignedtoadvancethegeneralwelfare.TheFloridaSupremeCourtdidnotreviewthatissue,andthevalidityoftheappellatecourt’sholdingisunclearunderFloridalaw.
Despitetheuncertaintiessurroundingvouchers,taxcreditprogramsarecompletelyconsistentwiththeFloridaConstitution,evenasinterpretedbyHolmes,becausetheyinvolveprivateratherthanpublicfunds.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
Florida voucherS tax creditS��
heldthatitdoesnotrequirethateachcounty’sschoolboardhavetheexactsamenumberofboardmembers.
Nohrr v. Brevard County Educational Facilities Authority,247So.2d304(Fla.1971)
TheFloridaSupremeCourtheldthatprovidingtax-exemptrevenuebondproceedstopublicandprivateuniversities,includingreligiouscolleges,doesnotviolatetheU.S.orFloridaconstitutions.Thebondswereissuedforthesecularpurposeofexpandingeducationalfacilities,anyaidtoreligiousorsectarianorganizationswasincidental,andissuingbondswasnotthesameasexpendingpublicfundsfromthetreasury.
Johnson v. Presbyterian Homes of Synod of Florida, Inc.,239So.2d256,261(Fla.1970)
TheFloridaSupremeCourtheldthatastatuteexemptingfromtaxationchurch-runretirementhomeswasconstitutionalunderFlorida’sBlaineAmendmentbecauseithadthesecularpurposeof improving care for the elderly and any benefit flowing to religious interests was incidental.
Southside Estates Baptist Church v. Board of Trustees,115So.2d697(Fla.1959)
TheFloridaSupremeCourtheldthataschoolboard’spolicyofallowingreligiousgroupstouseschoolfacilitiesforreligiousservicesduringnon-school hours provides only an incidental benefit tothereligionitselfandthereforedoesnotviolateFlorida’sBlaineAmendment.
Koerner v. Borck,100So.2d398(Fla.1958)TheFloridaSupremeCourtupheldawillthatgaveaparceloflandtoacountyforaparkbutrequiredthatreligiousgroupsbeallowedtocontinueusinganadjacentlakeforbaptismalpurposes.Thecourtheldthatcounty-fundedimprovementstothelake’sdockingareadidnotconstituteaidtoreligiousgroupsinviolationofFlorida’sBlaineAmendmentbecausetheimprovements benefited all users of the lake.
Fenske v. Coddington,57So.2d452(Fla.1952)TheFloridaSupremeCourtheldthathavingachapelforreligiousworshipinapublicschooldidnotviolatetheFloridaBlaineAmendmentbecausethechapelwasmaintainedwithfundsfromaprivatetrust.
continued from previous page
Blaine Amendment“Nomoneyshalleverbetakenfromthepublictreasury,directlyorindirectly,inaidofanychurch,sect,cult,orreligiousdenominationorofanysectarianinstitution.”GeorGiA Const.Art.I,§II,Para.VII.
Education Articles“PursuanttolawsnoworhereafterenactedbytheGeneralAssembly,publicfundsmaybeexpendedforanyofthefollowingpurposes:(1)Toprovidegrants,scholarships,loans,orotherassistancetostudentsandtoparentsofstudentsforeducationalpurposes....”GeorGiA Const.Art.VIII,§VII,Para.I.
“Authorityisgrantedtocountyandareaboardsofeducationtoestablishandmaintainpublicschoolswithintheirlimits….Noindependentschoolsystemshallhereafterbeestablished.”GeorGiA Const.Art.VIII,§V,Para.I.
georgia
RELEVANT CASE LAW
Taetle v. Atlanta Independent School System,625S.E.2d770,771(Ga.2006)
Inrefusingtovoidaleaseagreementbetweenalocalschooldistrictandachurch,theGeorgiaSupremeCourtheldthat“[a]politicalsubdivisionofthisstatecannotgivemoneytoareligiousinstitutioninsuchawayastopromotethesectarianhandiworkoftheinstitution.Butthatisnottosaythatapoliticalsubdivisionofthestatecannotenterintoanarms-length,commercialagreementwithasectarianinstitutiontoaccomplishanon-sectarianpurpose.”
Richter v. Savannah,127S.E.739(Ga.1925)Withnoanalysis,theGeorgiaSupremeCourtreinstatedataxpayersuitseekingtostopthecityofSavannahfrompayingfortheservicesofaCatholichospital.
Bennett v. La Grange,112S.E.482(Ga.1922)TheGeorgiaSupremeCourtheldthatacity’scontractwithaChristianserviceorganizationtoprovidecareforthecity’spoorviolatedtheprecursortoGeorgia’scurrentBlaineAmendmentbecausetheorganizationcouldnotseparateitsreligiousandsecularmissions.
2000 Ga. AG LEXIS 11(2000OpinionAttorneyGeneralGa.No.2000-5)
TheGeorgiaAttorneyGeneralopinedthatthefederally
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryOfficial Code of Georgia Annotated Section 20-14-41
Intradistrict/mandatoryandInterdistrict/mandatoryOfficial Code of Georgia Annotated Section 20-2-294
Interdistrict/voluntaryOfficial Code of Georgia Annotated Section 20-2-293
Official Code of Georgia Annotated Sections20-2-2060to20-2-2071
continued on next page
EXISTING SCHOOL CHOICE PROGRAMS
georgia
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforGeorgia.TheGeorgiaConstitutioncontainsaBlaineAmendment,butitalsocontainsaneducationprovision(ArticleVIII,Section7,paragraph1)thatexplicitlyauthorizestheGeneralAssemblytoprovidegrantsandscholarshipstostudentsandparentsforeducationalpurposes,suchasthoseofvoucherprograms.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS
fundedGeorgiaReadingChallengeProgramgrantscouldnotbemadedirectlytochurchesandotherreligiousinstitutionsfortheprovisionofafter-schoolcare,opportunitiestoimprovestudentreadingskills,andenhancementofstudentinterestinreadingwithoutviolatingGeorgia’sBlaineAmendment.
1988 Ga. AG LEXIS 35 (1988OpinionAttorneyGeneralGa.126)
In an unofficial opinion expressing the views of the author and not the Attorney General’s Office, theseniorassistantattorneygeneralforGeorgiaopinedthatallowingareligiousorganizationtogenerateincomethroughuseofschoolpropertyunderaleasearrangementatlessthanthefairmarketrentalratewouldviolatetheindirectaidlanguageofGeorgia’sBlaineAmendment.
1988 Ga. AG LEXIS 11(1988OpinionAttorneyGeneralGa.94)
In an unofficial opinion expressing the views of the author and not the Attorney General’s Office, the seniorassistantattorneygeneralforGeorgiaopinedthatacountyschoolsystemcancontractwithareligiousorganizationtoprovideafter-schoolprogramsforitsstudentsifthearrangementdoesnot involve a flow of public or school funds from theschoolsystemtothereligiousorganization.
1972 Ga. AG LEXIS 146(1972OpinionAttorneyGeneralGa.266)
TheGeorgiaAttorneyGeneralopinedthatlegislationproviding$400peracademicyeartoGeorgiastudentsattendingreligiousinstitutionsofhigherlearningthatwerenotprimarilyforreligioustrainingisconsistentwithGeorgia’sBlaineAmendment.
1969 Opinion Attorney General No. 69-125(copyavailablefromtheInstituteforJustice)
TheGeorgiaAttorneyGeneralopinedthattheGeorgiaSupremeCourtwouldconsiderunconstitutionalacontractforgoodsorservicesbetweenapublicelementaryorsecondaryschoolandaprivatereligiousschool.
1945-47 Opinion Attorney General p. 222 (copyavailablefromtheInstituteforJustice)
TheGeorgiaAttorneyGeneralopinedthatacountyboardofeducationmaynotexpendpublicschoolfundstotransportchildrentoschoolsotherthanthoseoperatedbythepublicschoolsystem.
continued from previous page
��
Blaine Amendment“TheStateshallprovidefortheestablishment,supportandcontrolofastatewidesystemofpublicschoolsfreefromsectariancontrol…norshallpublicfundsbeappropriated for the support or benefit of any sectarian or nonsectarian private educationalinstitution,exceptthatproceedsofspecialpurposerevenuebondsauthorizedorissuedundersection12ofArticleVIImaybeappropriatedtofinance or assist: 1. Not-for-profit corporations that provide early childhood education and care facilities serving the general public; and 2. Not-for-profit privatenonsectarianandsectarianelementaryschools,secondaryschools,collegesanduniversities.”HAwAii Const.Art.X,§1.
hawaii
RELEVANT CASE LAW
Spears v. Honda,449P.2d130(Haw.1969)
TheHawaiiSupremeCourtheldthatastatuteauthorizingthetransportationofprivateschoolstudentsatpublicexpenseviolatedthestate’sBlaineAmendment.
Opinion Attorney General Hawaii No. 03-01(2003)(copyavailablefromtheInstituteforJustice)
Hawaii’sAttorneyGeneralconcludedthatapubliclyfundedHawaiischoolvoucherprogramwouldviolateHawaii’sBlaineAmendment,giventheHawaiiSupremeCourt’sbroadinterpretationofthatprovision.
AtaxcreditprogramisthebestschoolchoiceoptionforHawaiigiventhehistoryandrestrictiveinterpretationofthestate’sBlaineAmendment.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesHawaiiRevisedStatutesSection302A-1143
HawaiiRevisedStatutesSections302A-1181to302A-1188
EXISTING SCHOOL CHOICE PROGRAMS
Compelled Support Clause“Nopersonshallberequiredtoattendorsupportanyministryorplaceofworship,religioussectordenomination,orpaytithesagainsthisconsent….”idAHo Const.Art.I,§4.
Blaine Amendment“Neitherthelegislaturenoranycounty,city,town,township,schooldistrict,orotherpubliccorporation,shallevermakeanyappropriation,orpayfromanypublicfundormoneyswhatever,anythinginaidofanychurchorsectarianorreligioussociety,orforanysectarianorreligiouspurpose,ortohelpsupportorsustainanyschool,academy, seminary, college, university or other literary or scientific institution, controlledbyanychurch,sectarianorreligiousdenominationwhatsoever;norshallanygrantordonationofland,moneyorotherpersonalpropertyeverbemadebythestate,oranysuchpubliccorporation,toanychurchorforanysectarianorreligious purpose; provided, however, that a health facilities authority, as specifically authorized and empowered by law, may finance or refinance any private, not for profit, health facilities owned or operated by any church or sectarian religious society,throughloans,leases,orothertransactions.”idAHo Const.Art.IX,§5.
Education Articles“Thestabilityofarepublicanformofgovernmentdependingmainlyupontheintelligenceofthepeople,itshallbethedutyofthelegislatureofIdaho,toestablishandmaintainageneral,uniformandthoroughsystemofpublic,freecommonschools.”idAHo Const.Art.IX,§1.
“No religious test or qualification shall ever be required of any person as a conditionofadmissionintoanypubliceducationalinstitutionofthestate,eitherasteacherorstudent;andnoteacherorstudentofanysuchinstitutionshalleverberequiredtoattendorparticipateinanyreligiousservicewhatever.Nosectarianorreligioustenetsordoctrinesshalleverbetaughtinthepublicschools, nor shall any distinction or classification of pupils be made on account ofraceorcolor.Nobooks,papers,tractsordocumentsofapolitical,sectarianordenominationalcharactershallbeusedorintroducedinanyschoolsestablishedundertheprovisionsofthisarticle,norshallanyteacheroranydistrictreceiveanyofthepublicschoolmoneysinwhichtheschoolshavenotbeentaughtinaccordancewiththeprovisionsofthisarticle.”idAHo Const.Art.IX,§6.
idaho
RELEVANT CASE LAW
Doolittle v. Meridian Joint School District,919P.2d334(Idaho1996)
TheIdahoSupremeCourtheldthatalthoughIdaho’sBlaineAmendmentprohibitspayingforaspecialeducationstudent’splacementinareligiousschoolwithpublicfunds,thefederalspecialeducationgrantprogram(IDEA)preemptsthestatelawandrequiresparentstobereimbursedwhena“freeandappropriateeducation”isnotofferedinpublicschoolsasrequiredbytheIDEA.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryIDAPA08.02.03
Intradistrict/mandatoryandinterdistrict/voluntaryIC33-1401to33-1408
IC33-5201to33-5212,IDAPA08.02.4
continued on next page
EXISTING SCHOOL CHOICE PROGRAMS
idaho
TaxcreditprogramsareaviableschoolchoiceoptionforIdaho.BecauseoftherestrictiveinterpretationofIdaho’sBlaineAmendment,thetaxcreditshouldbeavailabletoparentsregardlessofwhethertheyhavealreadypaidfundstoaprivateorparochialschool.Inthatway,itwillbeclearthatthecreditisarefundofmoneyforgovernmentservicesnotusedandthatitisa benefit to the parent, not the school, as outlined by the Attorney General’s 1997opinion.
TheIdahoSupremeCourtisunlikelytoupholdavoucherprogramthatincludesreligiousschoolsgiventhatthecourtstruckdownastatuteallowingtransportationofprivateschoolstudentsatpublicexpenseasaviolationofthestate’sBlaineAmendment.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
Epeldi v. Engelking,488P.2d860(Idaho1971)TheIdahoSupremeCourtheldthatthestatecouldnotsubsidizethetransportationofprivateschoolstudentswithoutviolatingIdaho’sBlaineAmendment.
1997 Ida. AG LEXIS 2(1997OpinionAttorneyGeneralIdaho13)
Idaho’sAttorneyGeneralconcludedthatabilltoprovidetaxcreditstoparentswhodonotusepublicschoolswouldlikelybeconstitutionalunderIdaho’sBlaineAmendmentbecause“[t]hecreditisnotdependentuponpaymentofmoneytoasectarianschool,and any benefits to parochial schools are tenuousatbest.”
HedistinguishedanearlierAttorneyGeneral’sopinionbynotingthatunderthetaxcreditproposal“thereisnorequirementthatthetaxpayerpayanymoney to a private or church affiliated schoolbeforebeingabletoclaimthecredit. The benefit flows to the taxpayer/parent,nottotheschool.”Thecreditprovides a benefit to parents for the stated purposeofrelievingtheburdenonthestate’spublicschoolsystem.
1989 Ida. AG LEXIS 6, 10 (1989OpinionAttorneyGeneral42)
Idaho’sAttorneyGeneralopinedthattheIdahoCollegeWorkStudyProgram,whichusespublicfundstopayforstudents’on-campusjobsatpublicorprivateuniversities,violatesIdaho’sBlaineAmendmentbecauseitwouldaid“postsecondaryinstitutionscontrolledbychurches,sectarianorreligiousdenominations.”
1995 Idaho Attorney General Annotated Report 74 (copyavailablefromtheInstituteforJustice)
AnAttorneyGeneral’sGuidelineconcludedthatataxcreditfortuitionpaidtonon-publicschoolswouldbea“grantordonationof…money”inviolationofIdaho’sBlaineAmendment.
continued from previous page
Compelled Support Clause“Nopersonshallberequiredtoattendorsupportanyministryorplaceofworshipagainsthisconsent.…”illinois Const.Art.I,§3.
Blaine Amendment“NeithertheGeneralAssemblynoranycounty,city,town,township,schooldistrict,orotherpubliccorporation,shallevermakeanyappropriationorpayfromanypublicfundwhatever,anythinginaidofanychurchorsectarianpurpose,ortohelpsupportorsustainanyschool,academy,seminary,college,university, or other literary or scientific institution, controlled by any church orsectariandenominationwhatever;norshallanygrantordonationofland,money,orotherpersonalpropertyeverbemadebytheState,oranysuchpubliccorporation,toanychurch,orforanysectarianpurpose.”illinois Const.Art.X,§3.
illinoiS
RELEVANT CASE LAW
Board of Education v. Bakalis,299N.E.2d737(Ill.1973)
TheIllinoisSupremeCourtheldthatastatuterequiringpublicschoolbusestotransportprivateschoolstudentsdidnotviolateIllinois’BlaineAmendmentbecauseitwasprimarilyahealth-and-safetymeasureforthebenefit of all students and any aid to religiousschoolschosenbyfamilieswasincidental.
People ex rel. Klinger v. Howlett,305N.E.2d129(Ill.1973)
TheIllinoisSupremeCourtheldthatthestatecannotprovidetuitiongrantstoprivateelementaryschoolswithnorestrictionsontheuseofpublicfundsbecauseitcouldleadtopublicsubsidizationofreligiousservices.SuchsubsidizationwouldviolateIllinois’BlaineAmendmentandthefederalEstablishmentClause,whichthecourtheldimposeidenticalrestrictionsontheestablishment of official religions. In addition,thecourtheldthatthestatecouldnottreatprivateschoolstudents
voucherS tax creditS�9
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes105IllinoisCompiledStatutes5/10-21.3a
105IllinoisCompiledStatutes5/27a-1to5/27a-13
continued on next page
EXISTING SCHOOL CHOICE PROGRAMS
TaxCreditsforEducationalExpenses35IllinoisCompiledStatutes5/201m
illinoiS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforIllinois.Inthemostrecentcases,Illinois’taxcreditprogramwasupheldfromchallengesunderboththeEstablishmentClauseandIllinois’religionclauses.TwostateappellatecourtsupheldtheprograminToneyandGriffith,andtheIllinoisSupremeCourtletthosedecisionsstandwithoutreviewingthem.
TheIllinoisConstitutioncontainsbothaCompelledSupportClauseandaBlaineAmendment,buttheIllinoisSupremeCourthasonlyfounddirect,unrestrictedpaymentsofpublicfundstoreligiousschoolsunconstitutional.Itapprovedthetransportationofprivateschoolstudentsatpublicexpenseandtheuseofpublicfundstopayforchildcareservicesatreligiousinstitutions.InBoard of Education v. BakalisandTrost v. Ketteler Manual Training School,theIllinoisSupremeCourtpermittedsomepublicsupportforchildrenattendingreligiousschools,whichsuggeststhecourtunderstandsthatsuchaidsupportschildren,notschools.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS�0
andpublicschoolstudentsdifferentlywithrespecttotextbooksandnursingservices.
Cecrle v. Illinois Educational Facilities Authority,288N.E.2d399(Ill.1972)
TheIllinoisSupremeCourtheldthatthestatecouldmaketax-exemptbondsavailabletoprivate,religiousinstitutionswithoutviolatingthefederalEstablishmentClauseortheIllinoisConstitution.
Trost v. Ketteler Manual Training School,118N.E.743(Ill.1918)
TheIllinoisSupremeCourtheldthatthestatecanusepublicfundstopayforchildcareservicesatreligiousinstitutionsbecausethechildrenarenotrequiredtoattendreligiousservicesandtheschoolsreceivenoreimbursementforexpensesassociatedwithreligiousinstruction.
Nichols v. School Directors,93Ill.61(1879)TheIllinoisSupremeCourtheldthatallowingpublicschoolbuildingstobeusedforreligiousceremonieswhentheschoolsarenotinsessiondoesnotcompelapersontosupportareligioninviolationofIllinois’CompelledSupportClause.
Toney v. Bower,744N.E.2d351(Ill.App.4thDist.2001),appeal denied,195Ill.2d573(Ill.2001);andGriffith v. Bower,747N.E.2d423(Ill.App.5thDist.2001),appeal denied,258Ill.Dec.94,755N.E.2d477(Ill.2001)
TwoIllinoiscourtsofappealsheldthatIllinois’taxcreditforeducationalexpensesisconstitutionalbecauseithasaclearlysecularlegislativepurposeofensuringawell-educatedcitizenryandrelievingpublicexpense,hastheprimaryeffectofeffectuatingthosepurposes,andinvolvesnomoregovernmententanglementwithreligionthanmanyotherstatetaxlaws.TheprogramisconstitutionalunderbothIllinois’BlaineAmendmentandthefederalEstablishmentClause.IllinoiscourtsinterpretthestateBlaineAmendmentconsistentlywithfederalEstablishmentClausecaselaw.
continued from previous page
Compelled Support Clause“[A]ndnopersonshallbecompelledtoattend,erect,orsupport,anyplaceofworship,ortomaintainanyministry,againsthisconsent.”indiAnA Const.Art.1,§4.
Blaine Amendment“No money shall be drawn from the treasury, for the benefit of any religious or theologicalinstitution.”indiAnA Const.Art.1,§6.
Education Article“[I]tshallbethedutyoftheGeneralAssemblytoencourage,byallsuitablemeans, moral, intellectual, scientific, and agricultural improvement; and toprovide,bylaw,forageneralanduniformsystemofCommonSchools,whereintuitionshallbewithoutcharge,andequallyopentoall.”indiAnA Const.Art.8,§1.
indiana
RELEVANT CASE LAW
Embry v. O’Bannon,798N.E.2d157,166-167(Ind.2003)
TheIndianaSupremeCourtuphelddual-enrollmentprogramsthatallowprivateschoolstudentstoalsoenrollinpublicschoolsandtoreceivepubliclyprovidedservicesintheirprivateschools.ThecourtsaidtheprogramsdonotviolateeitherIndiana’sBlaineAmendmentoritsCompelledSupportClausebecausethey“donotconfer substantial benefits upon any religiousortheologicalinstitution,nordirectlyfundactivitiesofareligiousnature.”Thecourtwentontonotethat “‘incidental benefits’ to religious sectsorsocietiesdonotinvalidateanotherwiseconstitutionalstatutoryprogramplainlyintendedandformulatedtoserveapublicpurpose”—inthiscase,education.
State ex rel. Johnson v. Boyd,28N.E.2d256(Ind.1940)
TheIndianaSupremeCourtheldthatneitherIndiana’sCompelledSupportClausenorIndiana’sBlaineAmendmentwasviolatedwhenaCatholicchurchcloseditsparishschoolanddonatedtheoldschoolbuildings
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryIndianaCodeAnnotatedSections20-3.1-4-1to20-3.1-4-2
Interdistrict/voluntaryIndianaCodeAnnotatedSections20-8.1-6.1-2to20-3.1-6.1-3
IndianaCodeAnnotatedSection20-24-1to20-24-11
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
indiana
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforIndiana.ThereasoningoftheIndianaSupremeCourt’s2003decisionupholdingdual-enrollmentprogramsprovidesstrongsupportforschoolchoice.Specifically, the opinion suggests that a state program plainly intended to serveapublicpurposelikeeducatingitscitizens’childrenwouldbeupheldregardless of whether it indirectly benefited a religious organization.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
tothestate,whichsubsequentlyusedthebuildingasapublicschoolandemployedpriestsasteachers.Rejectingthecontentionthatthechurchorreligion were benefited by the school board’sretentionofthepriests,thecourtnotedthatIndiana’sreligionclausesareconcernedwithdonationstoreligiousschoolsthatfurthertheirreligiousmissions, not incidental benefits that may flow to a religious institution as a resultofprivatechoices—inthiscasetheboard’sdecisionthatthepriestswerequalified to teach the material provided bythepublicschoolcurriculum.
1967 Ind. AG LEXIS 68(1967OpinionAttorneyGeneralInd.9);see also1980 Ind. AG LEXIS 12(1980OpinionAttorneyGeneralInd.96)(schoolboardcannotdenyfreetransportationtoparochialstudentslivingalongestablishedbusroutesbutattendingschoolsoutsidetheschooldistrict)
TheIndianaAttorneyGeneralwrotethatprovidingfreebustransportationforparochialschoolstudentsonthesamebasisaspublicschoolstudentsdoesnotviolateIndiana’sBlaineAmendment because any benefit to parochialschoolsisincidentaltotheprotectionandeducationofchildren.
continued from previous page
Compelled Support Clause“[N]orshallanypersonbecompelledtoattendanyplaceofworship,paytithes,taxes,orotherratesforbuildingorrepairingplacesofworship,orthemaintenanceofanyminister,orministry.”iowA Const.Art.I,§3.
iowa
RELEVANT CASE LAW
Luthens v. Bair,788F.Supp.1032(S.D.Iowa1992)AfederaldistrictcourtinIowaheldthatastatetaxdeductionforschoolexpenses,includingprivateschooltuition,doesnotviolatetheEstablishmentClausebecauseitisavailabletoparentsregardlessofwhethertheirchildattendsapublic,privateorreligiousschool,neitheradvancesnorinhibitsreligion,anddoesnotentanglethestatewithreligion.Additionally, the court held that the benefits stemmingfromthedeductiongototheparentsofthechildren,nottheschoolstheychoose.
Rudd v. Ray,248N.W.2d125(Iowa1976)TheIowaSupremeCourtheldthatalawprovidingforchaplainsandreligiousfacilitiesatstatepenitentiariesdoesnotviolateIowa’sCompelledSupportClauseortheFreeExerciseClauseofthefederalConstitutionbecauseprisonersretaintheabilitytoreasonablyexercisetheirfaith.
Knowlton v. Baumhover,166N.W.202(Iowa1918)TheIowaSupremeCourtheldthatalthoughitwascalleda“publicschool,”educationalinstructiongiveninachurchbuildingbyaCatholicpriestconstitutesa“sectarianschool”andIowa’sCompelledSupportClauseprohibitsthelocalschoolboardfromsupportingsuchaschoolwithpublicfunds.
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: YesIowaCodeSection282.18
IowaCodeSection256F
EXISTING SCHOOL CHOICE PROGRAMS
TaxCreditsforEducationalExpensesIowaCodeSection422.9,12
EducationalOpportunitiesAct(IndividualTaxCreditScholarships)IowaCodeSection422.11M
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforIowa.Iowa’sConstitutioncontainsaCompelledSupportClause,whichtheIowaSupremeCourthasinterpretedasprohibitingdirectpaymentofpublicfundstoreligiousschools.Ingeneral,however,thecourthasnotedthattheCompelledSupportClauseseekstoachievethesameendasthefederalEstablishmentClauseandshouldbeinterpretedinlinewithfederalEstablishmentClauseprecedent.Therefore,areligiouslyneutralvoucherprogramoftrueprivatechoicethatgivesmoneydirectlytoparentsislikelytobeupheldinaccordancewiththeU.S.SupremeCourt’sdecisioninZelman v. Simmons-Harris.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Compelled Support Clause“[N]orshallanypersonbecompelledtoattendorsupportanyformofworship….”kAnsAs Const.BillofRights§7.
Blaine Amendment“Noreligioussectorsectsshallcontrolanypartofthepubliceducationalfunds.”kAnsAs Const.Art.6,§6(c).
Education Article“Localpublicschoolsunderthegeneralsupervisionofthestateboardofeducationshallbemaintained,developedandoperatedbylocallyelectedboards.Whenauthorizedbylaw,suchboardsmaymakeandcarryoutagreementsforcooperativeoperationandadministrationofeducationalprogramsunderthegeneralsupervisionofthestateboardofeducation,butsuchagreementsshallbesubjecttolimitation,changeorterminationbythelegislature.”kAnsAs Const.Art.6,§5.
kanSaS
RELEVANT CASE LAW
Americans United for Separation of Church & State v. Bubb,379F.Supp.872(D.Kan.1974)
Afederaldistrictcourtheldthatastatestatuteprovidingtuitiontostudentsattending qualified private universities, where all the qualified schools in the state werechurch-related,hadthevalidsecularpurposeofpromotinghighereducation,didnotprimarilyadvancereligionbecausethecollegeswerenotovertlysectarian,anddidnotoverlyentanglethestatewithreligion.
Atchison, T. & S. F. R. Co. v. Atchison,28P.1000(Kan.1892)
TheKansasSupremeCourtheldthatthecityofAtchisonhadnopowertoimposeapropertytaxonitscitizenstoaidprivate,sectarianschoolsortopromoteprivateinterestsandenterprises.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesKansasStatutesAnnotatedSection72-8233
KansasStatutesAnnotatedSections72-1903to72-1911
EXISTING SCHOOL CHOICE PROGRAMS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforKansas.TheKansasConstitutioncontainsaCompelledSupportClauseandaBlaineAmendmentbutneitherhasreceivedmuchjudicialattention.Relativetootherstates’variations,thescopeoftheKansasBlaineAmendmentisverylimited;itonlypreventsreligioussectsfromcontrollingpubliceducationalfunds.Asvoucherscanbefundedfromanynumberofrevenuesourcesandneithervouchersnortax benefit programs give public money directly to religious schools, thereisnopossibilityforreligiouscontrolofthepubliceducationfundasaresultofschoolchoiceprograms.Additionally,Kansas’caselawdemonstratesastrongtendencyforadheringtofederalprecedentonEstablishmentClauseissues.InZelman v. Simmons-Harris,theU.S.SupremeCourtupheldschoolchoiceprogramsunderthefederalConstitution.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Compelled Support Clause“[N]orshallanypersonbecompelledtoattendanyplaceofworship,tocontributetotheerectionormaintenanceofanysuchplace,ortothesalaryorsupportofanyministerofreligion.…”kentuCky Const.§5.
Blaine Amendment“Noportionofanyfundortaxnowexisting,orthatmayhereafterberaisedorleviedforeducationalpurposes,shallbeappropriatedto,orusedby,orinaidof,anychurch,sectarianordenominationalschool.”kentuCky Const.§189.
Education Articles“Nosumshallberaisedorcollectedforeducationotherthanincommonschoolsuntilthequestionoftaxationissubmittedtothelegalvoters,andthemajorityofthevotescastatsaidelectionshallbeinfavorofsuchtaxation:Provided,Thetaxnowimposedforeducationalpurposes,andfortheendowmentandmaintenanceoftheAgriculturalandMechanicalCollege,shallremainuntilchangedbylaw.”kentuCky Const.§184.
“AllfundsaccruingtotheschoolfundshallbeusedforthemaintenanceofthepublicschoolsoftheCommonwealth,andfornootherpurpose,andtheGeneralAssemblyshallbygenerallawprescribethemannerofthedistributionofthepublicschoolfundamongtheschooldistrictsanditsuseforpublicschoolpurposes.”kentuCky Const.§186.
Other Relevant Provisions“Taxesshallbeleviedandcollectedforpublicpurposesonlyandshallbeuniformuponallpropertyofthesameclasssubjecttotaxationwithintheterritoriallimitsoftheauthoritylevyingthetax.…”kentuCky Const.§171.
“EveryactenactedbytheGeneralAssembly,andeveryordinanceandresolutionpassedbyanycounty,city,townormunicipalboardorlocallegislativebody,levyingatax,shallspecifydistinctlythepurposeforwhichsaidtaxislevied,andnotaxleviedandcollectedforonepurposeshalleverbedevotedtoanotherpurpose.”kentuCky Const.§180.
kentucky
RELEVANT CASE LAW
Neal v. Fiscal Court, Jefferson County,986S.W.2d907(Ky.1999)
TheKentuckySupremeCourtheldthatthe Jefferson County fiscal court’s plan to allocatefundsforthetransportationofprivateelementaryschoolstudentsdidnotviolateKentucky’sBlaineAmendment.DistinguishingtheearlierBrady decision,thecourtnotedthatfundswerepaidtothetransportationsystemadministeredbytheboardofeducation,notdirectly to individual schools, and benefits flowed “toward the safety and welfare of elementaryageschoolchildrenandnotintotheaccountsofnon-publicschools.”
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: No
PublicSchoolChoice: Yes703KentuckyAdministrativeRegulations5:120
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
kentucky voucherS tax creditS��
Fiscal Court of Jefferson County v. Brady,885S.W.2d681(Ky.1994)
TheKentuckySupremeCourtheldthattheJefferson County fiscal court’s direct payment ofcountytaxrevenuestoprivateschoolsforschooltransportationsubsidiesviolatedtheKentuckyBlaineAmendment.
Fannin v. Williams,655S.W.2d480(Ky.1983)TheKentuckySupremeCourtheldthataKentuckystatutethatprovidedstate-suppliedtextbookstochildreninprivateschoolsviolatedtheKentuckyBlaineAmendment.
Butler v. United Cerebral Palsy of Northern Kentucky, Inc.,352S.W.2d203(Ky.1961)
TheKentuckyCourtofAppeals,whichwasthenthestate’shighestcourt,heldthatastatuteauthorizingpublicaidtoprivateschoolsforexceptionalchildrendidnotviolate,amongotherconstitutionalprovisions,Kentucky’sBlaineAmendmentbecausethefundswereforchildren’s“welfare”ratherthan“education.”
Rawlings v. Butler,290S.W.2d801(Ky.1956)TheKentuckyCourtofAppealsheldthat(1)acountyschoolboard’srentalofschoolbuildingsfromachurch,wherethechurchdid not attempt to influence or control the schools,didnotviolatetheKentuckyBlaineAmendment; and (2) county fiscal courts maycontributetaxfundstosubsidizethetransportationofprivateschoolstudentswithoutviolatingtheKentuckyConstitution,butmaynotusetaxfundsraisedforpublicschoolpurposesforthetransportationofprivateschoolstudents.
Hodgkin v. Board for Louisville & Jefferson County Children’s Home,242S.W.2d1008(Ky.1951)
Thestate’shighestcourtheldthatasheltermaintainedbythecityofLouisvilleandJeffersonCountydidnotconstitutea“commonschool”andwasthereforenotentitledtoreceivefundsfromtheCommonSchoolFund.However, the court specifically noted that nothingintheKentuckyConstitutionpreventedthestatefromfundingsuchaninstitutionthroughothersourcesofpublicmoney.
continued from previous page
continued on next page
kentucky voucherS tax creditS��
Sherrard v. Jefferson County Board of Education,171S.W.2d963(Ky.1942)
TheKentuckyCourtofAppealsheldthattheportionofaKentuckystatuterequiringthatstudentsattendingprivateschoolbegiventhesametransportationrightsasstudentsofpublicschoolsviolatedKentucky’sBlaineAmendment.
Pollitt v. Lewis,108S.W.2d(Ky.1937)TheKentuckyCourtofAppealsheldthatastatutepurportingtogiveaprivatejuniorcollegeorganizationthepowertolevypropertytaxeswithoutsubmittingthequestiontotheelectorateviolatedSection184,oneoftheKentuckyConstitution’seducationarticles.Thejuniorcollegewasnota“publicschool”withinthemeaningofSection184,andthestatutecontainednoprovisionforsubmittingtheproposedtaxtothevoters.
Williams v. Board of Trustees of Stanton Common School District,191S.W.507(Ky.1917)
TheKentuckyCourtofAppealsruledthatanarrangementbetweenacountyboardofeducationandareligiouscollege,underwhichthecollegewaspaidtuitionfeesandbuildingmaintenancefeesfortheeducationofcountyhighschoolstudentsoutofpublicschoolfunds,violatedKentucky’sBlaineAmendment.
Opinion of the Attorney General 83-184(Ky.AG1983)
TheKentuckyAttorneyGeneralopinedthatparentsofadisabledchildarenotentitledtoreimbursementfromaschooldistrictforthecostofaprivateschooleducationuntiltheydemandandarerefusedaccommodationbythelocalschooldistrict.
Opinion of the Attorney General 83-247(Ky.AG1982)
TheKentuckyAttorneyGeneralconcludedthatparochialschoolstudentscouldnotrideonpublicschoolbusesevenwhentheytoowerebeingtransportedtothelocalpublicschool:“[I]fschooldistrictmoneyinanyrespectandinanyamountisusedtotransportnonpublicschoolchildrentheKentuckyConstitutionwouldbeviolated.”
continued from previous page
TaxcreditprogramsareaviableschoolchoiceoptioninKentucky.TherestrictivelanguageofKentucky’sConstitutionwithrespecttoeducationfundingandthemorerestrictiveinterpretationofKentucky’sstatereligionclausesmakeinstitutingageneralvoucherprogram difficult, if not impossible.
*Theeducationfundingprovision,Section184,appearstoforecloseageneralvoucheroptionbecauseitrequiresthatallfundsraisedforeducationalpurposesbespentonpublicschools,unlessthevotersapprovetheexpenditurebyreferendum.Butler,however,maycreatealimitedexceptionforprogramsdirectedtospecialeducationstudents.Thefundingforsuchaprogramshouldexplicitlycomefromasourceotherthanthe“commonschoolfund,”andthemoneyshouldbeallottedtoparentsratherthanschools.Mostimportantly,theprogram’spurposeshouldbecouchedinlanguageotherthan“education,”suchaschild“safety”(thelanguageofNeal)andchild“welfare”(thelanguageofButler).
Model Legislation: Special Needs Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Religion Provision“Nolawshallbeenactedrespectinganestablishmentofreligionorprohibitingthefreeexercisethereof.”louisiAnA Const.Art.I,§8.1
Education Article“TheLegislatureshallprovidefortheeducationofthepeopleofthestateandshallestablishandmaintainapubliceducationsystem.”louisiAnA Const.Art.VIII,§1.
1LouisianaamendeditsConstitutionin1973todeletetwoBlaineAmendmentsthatdatedto1879.
louiSiana
RELEVANT CASE LAW
Cochran v. Louisiana State Board of Education,281U.S.370(1930)TheU.S.SupremeCourtheldthatstudentsandthestatewere the beneficiaries under a program providing textbooks toparochialschoolstudents,nottheschoolorthereligiousdenomination with which the school is affiliated.
Helms v. Picard,151F.3d347(5thCir.1998)The5thU.S.CircuitCourtofAppealsexaminedonlyfederalEstablishmentClauseprecedentandheldthatLouisiana’sspecialeducationprogramdidnotoffendtheEstablishmentClausebecause(1)thestatute’spurposeofimprovingeducationalopportunityfordisabledstudentswassecular,and(2)thestatutedidnothavetheeffectofadvancingreligionbecauseitprovidesnoincentiveforparentstoselectreligiousinstitutions.
Seegers v. Parker, 241So.2d213(La.1970)(resultoverturnedbysubsequentconstitutionalamendment)
TheLouisianaSupremeCourtheldthatspendingtaxfundsforseculareducationalservicesfromteachersemployedbyprivateschoolsviolatedthreeprovisionsoftheLouisianaConstitution:theprohibitionagainsttheenactmentofanylawrespectinganestablishmentofreligionandtwoBlaineAmendmentssubsequentlyrepealedin1973.
Borden v. Louisiana State Board of Education,123So.655(La.1929)
DespitethepresenceofBlaineAmendmentsinthestateConstitutionatthetimeofitsdecision,theLouisianaSupremeCourtupheldtheconstitutionalityofaprograminwhichpublicfundswereusedtopurchase,amongotherthings,textbooksforparochialschools.Thecourtexplicitlyaccepted the argument that the primary beneficiaries of the aidwerethechildrenratherthantheschoolstheyattend.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesInterdistrict/voluntaryLouisianaRevisedStatutesAnnotatedSection17:105
LouisianaRevisedStatutesAnnotatedSections17.3971through17.4001
EXISTING SCHOOL CHOICE PROGRAMS
TheLouisianaConstitutionnowcontainsparallellanguagetothefederalConstitution’sreligionclauses,andbothtaxcreditandvoucherprogramsareconsistentwithLouisiana’scurrentConstitution.InSeegers,theLouisianaSupreme Court specifically noted: “The great similarity oftheestablishmentclauseofourConstitutionandthatoftheUnitedStatesConstitutionallowsustousetheUnitedStatesSupremeCourtinterpretationsofthefederalclauseasanaidforinterpretingourown.”GiventhattheU.S.SupremeCourt’srulinginZelman upheldschoolvouchersunderthefederalEstablishmentClause,itislikelythatLouisiana’sSupremeCourtwouldfollowthatdecision.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Education Articles“Ageneraldiffusionoftheadvantagesofeducationbeingessentialtothepreservationoftherightsandlibertiesofthepeople;topromotethisimportantobject,theLegislatureareauthorized,anditshallbetheirdutytorequire,theseveraltownstomakesuitableprovision,attheirownexpense,forthesupportandmaintenanceofpublicschools;anditshallfurtherbetheirdutytoencourageandsuitablyendow,fromtimetotime,asthecircumstancesofthepeoplemayauthorize,allacademies,collegesandseminariesoflearningwithintheState;provided,thatnodonation,grantorendowmentshallatanytimebemadebytheLegislaturetoanyliteraryinstitutionnowestablished,orwhichmayhereafterbeestablished,unless,atthetimeofmakingsuchendowment,theLegislatureoftheStateshallhavetherighttograntanyfurtherpowerstoalter,limitorrestrainanyofthepowersvestedinanysuchliteraryinstitution,asshallbejudgednecessarytopromotethebestintereststhereof.”mAine Const.Art.VIII,Pt.1,§1.
“ForthepurposeofassistingtheyouthofMainetoachievetherequiredlevelsoflearningandtodeveloptheirintellectualandmentalcapacities,theLegislature,byproperenactment,mayauthorizethecreditoftheStatetobeloanedtosecurefundsforloanstoMainestudentsattendinginstitutionsofhighereducation,whereversituated,andtoparentsofthesestudents.Fundsshallbeobtainedbytheissuanceofstatebonds,whenauthorizedbytheGovernor,buttheamountofbondsissuedandoutstandingshallnotatonetimeexceedintheaggregate$4,000,000.FundsloanedshallbeonsuchtermsandconditionsastheLegislatureshallauthorize.”mAine Const.Art.VIII,Pt.1,§2.
“Theinhabitantsofanymunicipalityshallhavethepowertoalterandamendtheirchartersonallmatters,notprohibitedbyConstitutionorgenerallaw,whicharelocalandmunicipalincharacter.TheLegislatureshallprescribetheprocedurebywhichthemunicipalitymaysoact.”mAine Const.Art.VIII,Pt.2,§1.
maine
RELEVANT CASE LAW
Eulitt v. Maine Department of Education,386F.3d344(1stCir.2004)
The1stU.S.CircuitCourtofAppealsheldthatMaine’slawexcludingparentswhochoosereligiousschoolsfromthestate’s“tuitioning”schoolchoicesystemwasstillconstitutionalafterZelman.
Strout v. Commissioner, Maine Department of Education,178F.3d57(1stCir.1999)
The1stU.S.CircuitCourtofAppealsupheldMaine’slawexcludingparentswhochoosereligiousschoolsfromthestate’stuitioningschoolchoicesystem.
voucherS tax creditS�9
PrivateSchoolChoice: Yes
CharterSchools: No
PublicSchoolChoice: YesMaineRevisedStatutesAnnotatedTitle20-A,Sections5203-5205
TownTuitioningProgram(excludesreligiousschools)MaineRevisedStatutesAnnotatedTitle20-A,Sections2915-2955,5203-5204,5804,5806
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
maine
TaxcreditandvoucherprogramsareschoolchoiceoptionsforMaine.TheMaineConstitutioncontainsnoprohibitionsonpublicfundingofparentalchoiceprogramsandMainealreadyhasoneofthenation’soldestandmostsuccessfulvoucherprograms—its“tuitioning”system.Thisprogramprovidespublicsupportforparentsintownstoosmalltomaintainpublicschoolstosendtheirchildrentotheschooloftheirchoice.Fornearlyacentury,parentsintuitioningtownswerefreetochoosereligiousschoolsaswellaspublicorprivatenon-religiousschools.Intheearly1980s,MainepassedalawexcludingparentswhochoosereligiousschoolsfromthetuitioningprograminthemistakenbeliefthatithadtodosotocomplywiththefederalEstablishmentClause.Nonetheless,theLegislaturefacesnoconstitutionalhurdletoremovingitsdiscriminatorybanontuitionpaymentsfortuitioningstudentsattendingreligiousschools—ortoofferingbroaderschoolchoiceoptionstomoreMainefamilies.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS�0
Anderson v. Town of Durham,895A.2d944(Me.),cert. denied,127S.Ct.661,166L.Ed.2d512(2006)
TheMaineSupremeCourtupheldMaine’sdiscriminatorytuitioninglawasavalidexerciseofstatepower,eventhough the original justification for thatlaw—complyingwiththefederalEstablishmentClause—wasrejectedbytheU.S.SupremeCourtinZelman.
Bagley v. Raymond School Department,728A.2d127(Me.),cert. denied,528U.S.947(1999)
PriortoZelman,theMaineSupremeCourtheldthatdenyingtuitionpaymentstoparentsintownswithoutapublichighschoolwhosenttheirchildrentoreligiousschoolsdidnotviolatetheFreeExerciseClauseoftheFirstAmendmentandactuallywasrequiredtoavoidviolationoftheFirstAmendment’sEstablishmentClause.
School Committee of York v. York,626A.2d935(Me.1993)
TheMaineSupremeCourtheldthattheLegislaturedoesnothaveexclusivecontrolovereducation;municipalitiesretainsomeauthorityovereducationpolicy.
Opinion of Justices,261A.2d58(Me.1970)ThejusticesoftheMaineSupremeCourtopinedthatwhenthestatebuysseculareducationalservicesfromreligiousschools,itsubsidizestheschoolsinviolationoftheFirstAmendmentandMaine’seducationarticles.
continued from previous page
Compelled Support Clause“[N]oroughtanypersontobecompelledtofrequent,ormaintain,orcontribute,unlessoncontract,tomaintain,anyplaceofworship,oranyministry….”mArylAnddeCl. of riGHts Art.36.
Education Articles“TheGeneralAssembly,atitsFirstSessionaftertheadoptionofthisConstitution,shallbyLawestablishthroughouttheStateathoroughandefficient System of Free Public Schools; and shall provide by taxation, or otherwise,fortheirmaintenance.”mArylAnd Const.Art.VIII,§1.
“TheSchoolFundoftheStateshallbekeptinviolate,andappropriatedonlytothepurposesofEducation.”mArylAnd Const.Art.VIII,§3.
maryland
RELEVANT CASE LAW
Horace Mann League, Inc. v. Board of Public Works,220A.2d51(Md.1966)
Inupholdingtheconstitutionalityofstategrantstocollegesforacademicbuildings,theMarylandCourtofAppeals,Maryland’shighestcourt,heldthat“[t]husitisseenthatgrantstoeducationalinstitutionsatalevelwherethestatehasnotattemptedtoprovideuniversaleducationalfacilitiesforitscitizenshavenever,inMaryland,beenheldtobeimpermissibleunderArticle36,eventhoughtheinstitutionsmaybeunderthecontrolofareligiousorder.”
Johns Hopkins University v. Williams,86A.2d892(Md.1952)UpholdingaloanissuedbythestatetoaprivateuniversityagainstachallengebroughtunderArticleIII,Section34,whichprohibitsthestatefromsecuringprivatedebts,theMarylandCourtofAppealsheld“[t]hereisnoprohibitionintheConstitutionagainstmakingappropriationstoprivateinstitutions,providedthepurposeispublic,orsemi-public,andthousandsandthousandsofdollarsareappropriatedoutoftheannualreceiptseveryyear.”
Board of Education v. Wheat,199A.628(Md.1938),see also Adams v. County Commissioners of St. Mary’s County,26A.2d377(Md.1942)
TheMarylandCourtofAppealsheldthatusingpublicmoneytoprovidetransportationforchildrenattendingprivateorparochialschoolsdoesnotviolateMaryland’sCompelledSupportClausebecausereligiousinstitutionswouldbeaidedonlyincidentallyastheby-productofproperlegislativeactiontosecuretheeducationofchildren.
St. Mary’s Industrial School for Boys v. Brown,45Md.310(Md.1876)AMarylandCourtofAppealsheldthatalthoughthestatecouldnotappropriatemoneytoaninstitutionnotunderstatecontrol,itcouldcontractwithprivateandreligiousinstitutionsforthecare,trainingandeducationofstatewards.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: No
MarylandCodeAnnotated,EducationSections9-101to9-110
EXISTING SCHOOL CHOICE PROGRAMS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforMaryland.TheMarylandConstitutiondoesnotcontainaBlaineAmendmentandMarylandcourtshavealongtraditionofreadingitsCompelledSupportClausenarrowly.TheMarylandCourtofAppealshasupheldtheconstitutionalityoftransportingprivateschoolstudentsatpublicexpenseandofcontractingwithreligiousinstitutionsfortheeducationofstatewards.Inmorerecentdecisions,thecourthasnotedthatevendirectgrantstoprivateeducationalinstitutionsareacceptablewhenthestatehasnotattemptedtoprovideuniversaleducationatthatlevel.Vouchers,whichprovidemoneydirectlytostudentsandparents and only incidentally benefit the schools theychoosetoattend,arethereforelikelytosurviveconstitutionalscrutiny.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Blaine Amendment“Nogrant,appropriationoruseofpublicmoneyorpropertyorloanofcreditshallbemadeorauthorizedbytheCommonwealthoranypoliticalsubdivisionthereof for the purpose of founding, maintaining or aiding any infirmary, hospital,institution,primaryorsecondaryschool,orcharitableorreligiousundertakingwhichisnotpubliclyownedandundertheexclusivecontrol,order and supervision of public officers or public agents authorized by the Commonwealthorfederalauthorityorboth…andnosuchgrant,appropriationoruseofpublicmoneyorpropertyorloanofpubliccreditshallbemadeorauthorizedforthepurposeoffounding,maintainingoraidinganychurch,religiousdenominationorsociety.NothinghereincontainedshallbeconstruedtopreventtheCommonwealthfrommakinggrants-in-aidtoprivatehighereducationalinstitutionortostudentsorparentsorguardiansofstudentsattendingsuchinstitutions.”mAssACHusetts Const. Amend.Art.XVIII,§2.
maSSachuSettS
RELEVANT CASE LAW
Wirzburger v. Galvin,412F.3d271(1stCir.2005)The1stU.S.CircuitCourtofAppealsheldthattheMassachusettsAttorneyGeneralproperlydeniedcertification of a proposed initiative to amend the state’s Blaine Amendment to allow public financial supporttobedirectedtostudentsattendingprivate, religiously affiliated schools because a separateconstitutionalprovisionplacestheBlaineAmendmentoff-limitstotheinitiativeprocess.ThecourtfurtherheldthatthisotherprovisiondidnotimpairthefreeexerciseofreligionundertheFirstAmendmentbecausetheexclusionsdidnotdiscriminateonthebasisofreligiousbelieforstatus.
Matthew J. v. Massachusetts Department of Education,989F.Supp.380(D.Mass.1998)
AMassachusettsfederaldistrictcourtheldthatthereimbursementofspecialeducationcostsundertheIndividualswithDisabilitiesEducationActforamentallyillhighschoolstudentinaChristianschooloutsidethestatedidnotviolatetheMassachusettsBlaineAmendmentbecausethestatewascompensatingachildtowhomithadabdicateditsresponsibilitiesunderIDEA.
Attorney General v. School Committee of Essex,439N.E.2d770(Mass.1982)
TheMassachusettsSupremeCourtheldthatastatuterequiringtransportationofprivateschoolstudentsonpublicschoolbuseswasacommunitysafetymeasurenot unlike police or fire protection. Any benefit
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryMassachusettsAnnotatedLawsChapter71,Section37D
Interdistrict/voluntaryMassachusettsAnnotatedLawsChapter76,Sections12,12A,12B,12C
MassachusettsAnnotatedLawsChapter71,Section89
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
maSSachuSettS
Absentconstitutionalamendment,Massachusettslacksanygoodschoolchoiceoption.TheMassachusettsConstitutioncontainsanextremelyrestrictiveBlaineAmendment,whichcannotbealteredviareferendum.TheMassachusettsSupremeCourthasinterpretedthatBlaineAmendmentbroadly and allowed public funds to flow to private school studentsonlyunderthefederalIDEAandfortransportation.Instrikingdownatextbookloanprogram,thecourtrefusedtodistinguishbetweenaidingstudentsandaidingtheschoolstheyattend.Inaddition,theMassachusettshighcourthasopinedthateducationtaxcreditswouldalsoviolatethestate’sBlaineAmendment,althoughitsopinionisnotconsideredbindingprecedent.
voucherS tax creditS��
providedtotheprivateschoolswasremoteanddidnot constitute substantial aid sufficient to violate the MassachusettsConstitution.
Commonwealth v. School Committee of Springfield,417N.E.2d408(Mass.1981)
TheMassachusettsSupremeCourtheldthatusingpublicfundstopayforspecialeducationservicesfromprivateschoolswasnotforthepurposeoffounding,maintaining,oraidingprivateinstitutionsinviolationofMassachusetts’BlaineAmendment.Thecourtnotedthatpayingforspecialeducationservicesinprivateschools was required only after it was first determined thatapublicschoollackedtheabilityordesiretomeettheneedsofspecialeducationstudentsandthatthisrequirement was intended to benefit children, not to aidorpromoteprivateschools.
Bloom v. School Committee of Springfield,379N.E.2d578(Mass.1978)
Seeingnodifferencebetweenloaningtextbookstoprivateschoolstudentsandloaningthemtotheschool,theMassachusettsSupremeCourtheldthatMassachusetts’textbooklendinglawwasunconstitutional.Thecourtfurtherobservedthattextbooksareofuseonlyintheeducationalcontextandthereforearea“basiceducationaltool”tobedistinguishedfromotherbasicgovernmentserviceslike police and fire protection.
Opinion of Justices to Senate,514N.E.2d353(Mass.1987)ThejusticesoftheMassachusettsSupremeCourtopinedthatproposedlegislationthatwouldprovidetaxdeductionsforcertaineducationalexpenses(tuition,textbooksandtransportation)incurredbytaxpayerswhosedependentsattendedpublicornonprofit private primary and secondary schools wouldviolateMassachusetts’BlaineAmendment.
Opinion of Justices,259N.E.2d564(Mass.1970)ThejusticesoftheMassachusettsSupremeCourtopinedthatpurchasebythecommonwealthofseculareducationalservicesfromprivateschoolswouldviolateArticle46,Section2,oftheMassachusettsConstitution,aprecursortoMassachusetts’currentBlaineAmendment.
Opinion of Justices,236N.E.2d523(Mass.1968)ThejusticesoftheMassachusettsSupremeCourtopined that the state could help finance construction projectsatprivateuniversitieswithoutviolatingtheMassachusettsConstitution.
continued from previous page
Compelled Support Clause“Nopersonshallbecompelledtoattend,or,againsthisconsent,tocontributetotheerectionorsupportofanyplaceofreligiousworship,ortopaytithes,taxesorotherratesforthesupportofanyministerofthegospelorteacherofreligion….”miCHiGAn Const.Art.I,§4.
Blaine Amendments“No money shall be appropriated or drawn from the treasury for the benefit of anyreligioussectorsociety,theologicalorreligiousseminary;norshallpropertybelongingtothestatebeappropriatedforanysuchpurpose.”miCHiGAn Const.Art.I,§4.
“Nopublicmoniesorpropertyshallbeappropriatedorpaidoranypubliccreditutilized,bythelegislatureoranyotherpoliticalsubdivisionoragencyofthestatedirectlyorindirectlytoaidormaintainanyprivate,denominationalorothernonpublic,preelementary,elementary,orsecondaryschool.Nopayment,credit, tax benefit, exemption or deductions, tuition voucher, subsidy, grant orloanofpublicmoniesorpropertyshallbeprovided,directlyorindirectly,tosupporttheattendanceofanystudentortheemploymentofanypersonatanysuchnonpublicschooloratanylocationorinstitutionwhereinstructionisofferedinwholeorinparttosuchnonpublicschoolstudents….”miCHiGAn Const.Art.VIII,§2.
michigan
RELEVANT CASE LAW
Council of Organizations & Others for Education about Parochiaid v. Governor,566N.W.2d208(Mich.1997)
TheMichiganSupremeCourtheldthatthestate’scharterschoollawdoesnotviolateMichigan’sBlaineAmendmentsbecausethe“academies”are“public.”Thestateexercisescontrolovertheapplication-approvalprocessand it controls the academies’ finances in the samewayitcontrolsotherpublicschools.Moreover,nothingintheMichiganConstitutionrequiresthestatetoretaincompletecontroloveraschoolforittobepublic.
Snyder v. Charlotte Public School District, 365N.W.2d151(Mich.1984)
TheMichiganSupremeCourtheldthattheincidental and indirect benefits flowing to religiousschoolsasaresultofa“sharedtime”statutedidnotviolateMichigan’ssecondBlaineAmendment(ArticleVIII,Section2).“Sharedtime”programsallowstudentstoleavetheirtraditionalclassroomforpartofthedayandspendtimeatvocationalschools.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryMichiganCompiledLawsSection380.1280
Interdistrict/voluntaryMichiganCompiledLawsSections380.140,388.1705to388.1705c
MichiganCompiledLawsSections380.501to380.507
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
michigan
Having specifically precluded both tax credit and voucher programs byconstitutionalamendment,therearenoschoolchoiceoptionsforMichiganwithoutaconstitutionalamendment.
voucherS tax creditS��
Advisory Opinion Constitutionality of 1974 PA 242,228N.W.2d772(Mich.1975)
TheMichiganSupremeCourtadvisedthattextbooksandsuppliesareessentialaidsthatconstituteaprimaryfeatureoftheeducationalprocessandaprimaryelementrequiredforanyschooltoexist.ThecourtconcludedthataMichiganBlaineAmendment(ArticleVIII,Section2)barspublicfundingforsuchprimaryandessentialelementsofaprivateschool’sexistence.
Traverse City School District v. Attorney General,185N.W.2d9,29-31(Mich.1971)
TheMichiganSupremeCourtheldthatoneofthestate’sBlaineAmendments(ArticleVIII,Section2asamended)nowprohibitstheuseofpublicfunds“directlyorindirectlytoaidormaintain”anonpublicschool.
Scalise v. Boy Scouts of America,692N.W.2d858(Mich.Ct.App.2005)
AMichiganCourtofAppealsheldthataschooldistrict’spolicypermittingaboys’groupthatendorsedreligiontouseitsfacilitiesduringnon-schoolhoursdidnotviolateMichigan’sfirst Blaine Amendment (Article I, Section 4) or thefederalEstablishmentClausebecausemanyreligiousandseculargroupsusedthefacilitiesandthedistrictdidnotendorsetheboys’groupoveranyothergroup.
Alexander v. Bartlett,165N.W.2d445(Mich.Ct.App.1968)
AMichiganCourtofAppealsheldthatastatutepermittinglocalschooldistrictstofurnishtransportationwithoutchargeforstudentsofstate-approvedprivateschoolsdidnotviolateMichigan’s first Blaine Amendment (Article I, Section4)becausethestatute’sintendedandactualeffectwastoassistparentsincomplyingwithstatecompulsoryeducationlawswhilerecognizingtheirrighttosendtheirchildrentoreligiousschools.
Advisory Opinion re Constitutionality of P.A. 1970,No.100,180N.W.2d265(1970)
TheMichiganSupremeCourtadvisedtheLegislaturethatthe“StateSchoolAidBill”allowingthepurchaseofeducationservicesfromprivateschoolsviolatesneithertheFirstAmendmentnorthe first of Michigan’s Blaine Amendments (Article I,Section4)becauseanysupportgiventoreligiousinstitutionsistenuousatbest.
continued from previous page
Compelled Support Clause“[N]orshallanymanbecompelledtoattend,erectorsupportanyplaceofworship,ortomaintainanyreligiousorecclesiasticalministry,againsthisconsent.…”minnesotA Const.Art.I,§16.
Blaine Amendments“[N]or shall any money be drawn from the treasury for the benefit of any religioussocietiesorreligiousortheologicalseminaries.”minnesotA Const.Art.I,§16.
“Innocaseshallanypublicmoneyorpropertybeappropriatedorusedforthesupportofschoolswhereinthedistinctivedoctrines,creedsortenetsofanyparticularChristianorotherreligioussectarepromulgatedortaught.”minnesotA Const.Art.XIII,§2.
minneSota
RELEVANT CASE LAW
Mueller v. Allen,463U.S.388(1983)TheU.S.SupremeCourtheldthatMinnesota’staxdeductionforeducationexpenses,includingthecostoftuition,textbooksandtransportation,doesnotviolatethefederalEstablishmentClausedespiteoverwhelmingly benefiting parents with studentsinparochialschools.Thedeductionhasthesecularpurposeofadvancingeducation,isreligiouslyneutralonitsface,providesonlyindirectsupporttotheschools,anddoesnotfosterexcessiveentanglementbetweenreligionandthegovernment.
Stark v. Independent School District, No. 640,123F.3d1068(8thCir.1997)
The8thU.S.CircuitCourtofAppealsheldthatalthoughapublicelementaryschool’sstudentswereallofonereligionandtheschooladheredtoitslandlord’srequestthattechnologynotbeusedinthebuilding,theMinnesotaConstitutionwasnotviolatedbecausenoreligiousinstructionoccurredattheschool.Therefore,althoughpublicfundswereusedtosupporttheschool,nopublicfundswereexpendedinsupportofreligiousbelieforinstruction.
Minnesota Higher Education Facilities Authority v. Hawk,232N.W.2d106(Minn.1975)
TheMinnesotaSupremeCourtheldthatbonds issued for the purpose of financing
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: YesMinnesotaStatutesSection124D.03
MinnesotaStatutesSections124D.10to124D.11
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
TaxCreditsandDeductionsforEducationalExpensesMinnesotaStatutesSections290.01,290.0674
minneSota
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforMinnesota.TheMinnesotaSupremeCourt’s1970decisionregardingbustransportationindicatesthatthecourtdistinguishesbetweenaidingstudentsandaidingtheschoolstheychoosetoattend. Significantly, more recently the Minnesota Supreme Court electednottoreviewadecisionoftheMinnesotaCourtofAppealsthatheldthatneitherthestate’sCompelledSupportClausenoritsBlaineAmendmentareviolatedbygovernmentprogramsaimedathelpingstudents,evenifthoseprogramsincidentallyaidreligiousorganizations.
Minnesota has already created school choice tax benefit programs, andtheU.S.SupremeCourtupheldthetaxdeduction.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
constructionprojectsatinstitutionsofhighereducationdonotconstituteanexpenditureofpublicfunds,andaccordinglydonotviolatetheMinnesotaConstitution’sCompelledSupportClauseorBlaineAmendments.
Minnesota Civil Liberties Union v. State,224N.W.2d344(Minn.1974)
Applyingnow-outdatedfederalprecedent,theMinnesotaSupremeCourtheldthatastatuteallowingataxcreditforprivateeducationcostsviolatedthefederalEstablishmentClauseonthenow-rejectedpremisethattaxcreditsarethefunctionalequivalentofunrestrictedcashpaymentstoparentsforsendingtheirchildrentoreligiousschools.
Americans United v. Independent School District,179N.W.2d146(Minn.1970)
TheMinnesotaSupremeCourtupheldabusingstatuteallowingprivateschoolstudentstorideonpublicschoolbusesagainstachallengebroughtunderoneofMinnesota’sBlaineAmendments(ArticleXIII,Section2)becausetheprogram’sprimary purpose and effect was neither to benefit norsupportreligiousschools,despiteprovidingincidentalandindirectencouragementofprivateschoolattendance.
Minnesota Federation of Teachers v. Mammenga,500N.W.2d136(Minn.Ct.App.1993)
TheMinnesotaCourtofAppealsheldthatastatuteallowinghighschoolstudentstoenrollinclassesatpublicorprivatecollegesatstateexpensedidnotviolateMinnesota’sCompelledSupportClauseorBlaineAmendmentsbecauseany benefits flowing to religious colleges were indirectandincidental,studentscouldattendeitherpublicorprivatecollegestotakenon-religiouscourses,thestatereimbursedonly42percentofactualcosts,andreligiouscollegesseparated funds received to ensure that benefits wereusedfornon-religiouspurposes.
continued from previous page
Blaine Amendment“Noreligiousorothersectorsectsshallevercontrolanypartoftheschoolorothereducationalfundsofthisstate;norshallanyfundsbeappropriatedtowardthesupportofanysectarianschool,ortoanyschoolthatatthetimeofreceivingsuchappropriationisnotconductedasafreeschool.”mississippi Const.Art.VIII,§208.
Other Relevant Provision“Nolawgrantingadonationorgratuityinfavorofanypersonorobjectshallbeenactedexceptbytheconcurrenceoftwo-thirdsofthememberselectofeachbranchoftheLegislature,norbyanyvoteforasectarianpurposeoruse.”mississippi Const.Art.IV,§66.
miSSiSSippi
RELEVANT CASE LAW
Chance v. Mississippi State Textbook Rating & Purchasing Board,200So.706,713(Miss.1941)
TheMississippiSupremeCourtheldthatloaningpublictextbookstoprivateschoolpupilsdoesnotviolateMississippi’sBlaineAmendmentbecause“[t]hebooksbelongto,andarecontrolledby,thestate;theyaremerelyloanedtotheindividualpupilthereindesignated.…”Thecourtfurtherheldthatanyaidtoreligiousschoolsisincidentalandwerethestatetodenyuseofthosebooksbasedonthestudent’schoiceofareligiousschool,itmightwellviolateotherpartsoftheMississippiConstitution.
Otken v. Lamkin,56Miss.758(Miss.1879)TheMississippiSupremeCourtheldthatastatuteallottingpartofthecommonschoolfundtostudentsattendingprivateschoolsviolatedtheexpresstermsofMississippi’sBlaineAmendment.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
MississippiCodeAnnotatedSection37-28-1to37-28-21
EXISTING SCHOOL CHOICE PROGRAMS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforMississippi.ItsConstitutioncontainsaBlaineAmendmentbuttheMississippiSupremeCourtheldthatthestatecouldprovidetextbookstoprivateandreligiousschoolstudentswithoutviolatingitsterms.Bydistinguishingbetweenaidingstudentsandaidingtheschoolstheychoosetoattend,theMississippiSupremeCourthasprovidedstrongsupportforavoucherprogram.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
MississippiCodeAnnotatedSection37-15-31
Compelled Support Clause“Thatnopersoncanbecompelledtoerect,supportorattendanyplaceorsystemofworship,ortomaintainorsupportanypriest,minister,preacherorteacherofanysect,church,creedordenominationofreligion;butifanypersonshallvoluntarilymakeacontractforanysuchobject,heshallbeheldtotheperformanceofthesame.”missouri Const.Art.I,§6.
Blaine Amendments“Thatnomoneyshalleverbetakenfromthepublictreasury,directlyorindirectly,inaidofanychurch,sectordenominationofreligion,orinaidofanypriest,preacher,ministerorteacherthereof,assuch;andthatnopreferenceshallbegiventonoranydiscriminationmadeagainstanychurch,sectorcreedofreligion,oranyformofreligiousfaithorworship.”missouri Const.Art.I,§7.
“Neitherthegeneralassembly,noranycounty,city,town,township,schooldistrictorothermunicipalcorporation,shallevermakeanappropriationorpayfromanypublicfundwhatever,anythinginaidofanyreligiouscreed,churchorsectarianpurpose,ortohelptosupportorsustainanyprivateorpublicschool,academy,seminary,college,university,orotherinstitutionoflearningcontrolledbyanyreligiouscreed,churchorsectariandenominationwhatever;norshallanygrantordonationofpersonalpropertyorrealestateeverbemadebythestate,oranycounty,city,town,orothermunicipalcorporation,foranyreligiouscreed,church,orsectarianpurposewhatever.”missouri Const.Art.IX,§8.
Education Article“The proceeds of all certificates of indebtedness due the state school fund, and all moneys,bonds,lands,andotherpropertybelongingtoordonatedtoanystatefundforpublicschoolpurposes,andthenetproceedsofallsalesoflandsandotherpropertyandeffectsthatmayaccruetothestatebyescheat,shallbepaidintothestatetreasury,andsecurelyinvestedunderthesupervisionofthestateboardofeducation,andsacredlypreservedasapublicschoolfundtheannualincomeofwhichshallbefaithfullyappropriatedforestablishingandmaintainingfreepublicschools,andfornootherusesorpurposeswhatsoever.”missouri Const.Art.IX,§5.
miSSouri
RELEVANT CASE LAW
Widmar v. Vincent,454U.S.263(1981)TheU.S.SupremeCourtheldthatthestate’sBlaineAmendmentsandCompelledSupportClausescannotjustifyastateuniversity’spolicy denying religiously affiliated student groupstherighttomeetinuniversitybuildings.
Barrera v. Wheeler,531F.2d402(8thCir.1976)The8thU.S.CircuitCourtofAppealsheldthatchildrenattendingnonpublicschoolsinMissouriareentitledtoreceivefederalfundsforremedialeducationprogramscomparableinquality,scopeandopportunitytochildren
voucherS tax creditS�9
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesInterdistrict/mandatoryMissouriRevisedStatutesSection167.131
Interdistrict/voluntaryMissouriRevisedStatutesSections162.1040to162.1059,162.1060,167.151
MissouriRevisedStatutesSections167.349to167.420
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
voucherS tax creditS�0
inpublicschools,notwithstandingtheMissouriBlaineAmendments.
Felter v. Cape Girardeau School District,810F.Supp.1062(D.Mo.1993)
AfederaldistrictcourtheldthatusingpublicfundstoprovidetransportationforadisabledstudentfromparochialtopublicschooldoesnotviolatetheEstablishmentClauseoftheU.S.ConstitutionortheMissouriConstitution.
Luetkemeyer v. Kaufmann,364F.Supp.376(D.Mo.1973),aff’d by mem. op.,419U.S.888(1974)
Athree-judgefederaldistrictcourtheldthatthestate’srefusaltoprovideschoolbustransportationtoreligiousschoolpupilsdidnotviolatethestudents’equalprotectionrightsbecausethedecisionwasnotirrational.
Brusca v. Missouri,332F.Supp.275(D.Mo.1971),aff’d,405U.S.1050(1972)
Afederaldistrictcourtheldthataparent’srighttochooseareligiousprivateschoolforhischildrendidnotmeanthatthestate was compelled to finance his child’s privateschooleducation,nordidhehaveaconstitutionalrighttoanycreditforhistaxeswhichsupportedthepublicschoolssimplybecausehewouldnotorcouldnotmakeuseofthem.
Americans United v. Rogers,538S.W.2d711(Mo.1976)
TheMissouriSupremeCourtheldthatpubliclyfundedhighereducationgrantsdonotviolatetheMissouriConstitutionbecausethepublicpurposeofthestatute,promotinghighereducation,overridesanyincidentalbenefit to a private individual or private college.
Mallory v. Barrera,544S.W.2d556(Mo.1976)TheMissouriSupremeCourtheldthatuseofanypartoffederalTitleIeducationfundsbythestatetoprovideremedialeducationtoelementaryandsecondaryschoolchildrenonthepremisesofparochialschoolsviolatestheBlaineAmendmentsoftheMissouriConstitution.
continued from previous page
continued on next page
miSSouri
voucherS tax creditS��
Paster v. Tussey,512S.W.2d97(Mo.1974)TheMissouriSupremeCourtheldthatrequiringpublicschoolboardstoprovidetextbookstoteachersinprivateschoolsviolatestheCompelledSupportClauseoftheMissouriConstitution,whilerequiringtextbookstobeprovidedtopupilsattendingprivateschoolsviolatesaBlaineAmendment(ArticleIX,Section8).
McDonough v. Aylward,500S.W.2d721(Mo.1973)
TheMissouriSupremeCourtheldthatbeingrequiredtopaytaxesdoesnotinterferewithparents’constitutionalrighttosendtheirchildrentoreligiouslyorientedschools.
Special District for Education & Training of Handicapped Children v. Wheeler,408S.W.2d60(Mo.1966),see also Harfst v. Hoegen,163S.W.2d609,614(Mo.1942)
TheMissouriSupremeCourtheldthatthestatemaynotusepublicschoolfundstosendpublicschoolspeechteachersintotheparochialschoolstoprovidespeechtherapy.
Berghorn v. Reorganized School District,260S.W.2d573(Mo.1953)
TheMissouriSupremeCourtheldthatschoolstaughtbyCatholicnunsarenotfreepublicschoolsandthereforemaynotreceivepublicfunds.
McVey v. Hawkins,258S.W.2d927(Mo.1953)TheMissouriSupremeCourtheldthatuseofstateandschooldistrictfundsfortransportationofparochialschoolstudentsviolatedoneofMissouri’seducationprovisions(ArticleIX,Section5),whichrequiredthatallfundsearmarkedforpublicschoolsbeusedtomaintainfreepublicschoolsandfornootherpurposes.
continued from previous page
TaxcreditprogramsareMissouri’sbestoptionforaschoolchoiceprogram.AvoucherprogramwouldrequireastateconstitutionalamendmenttooverturntherestrictiveinterpretationsgiventoitsBlaineAmendmentsbytheMissouriSupremeCourt.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
miSSouri
Blaine Amendment“(1)Thelegislature,counties,cities,towns,schooldistricts,andpubliccorporationsshallnotmakeanydirectorindirectappropriationorpaymentfromanypublicfundormonies,oranygrantoflandsorotherpropertyforanysectarianpurposeortoaidanychurch,school,academy,seminary,college,university, or other literary or scientific institution, controlled in whole or in part byanychurch,sect,ordenomination.(2)Thissectionshallnotapplytofundsfromfederalsourcesprovidedtothestatefortheexpresspurposeofdistributiontonon-publiceducation.”montAnA Const.Art.X,§6.
Education Articles“Thepublicschoolfundshallforeverremaininviolate,guaranteedbythestateagainstlossordiversion.”montAnA Const.Art.X,§3.
“Thesupervisionandcontrolofschoolsineachschooldistrictshallbevestedinaboardoftrusteestobeelectedasprovidedbylaw.”montAnA Const.Art.X,§8.
montana
RELEVANT CASE LAW
Montana State Welfare Board v. Lutheran Social Services,480P.2d181,186(Mont.1971)
TheMontanaSupremeCourtheldthat“paymentofpublicassistancetoindigentexpectantmothersisnotanunconstitutional‘appropriation,’‘loan,’‘donation,’or‘grant’inviolationoftheMontanaConstitution,simplybecausesuchpersonsmayrequestthecounselingandassistanceof[religious]privateadoptionagencies.”Thecourtwentfurtherandheldthat“[i]nnowaydowe find that [religious] private adoption agencies are directly or indirectly benefited by payments to or on behalf of a qualified recipient,norhavetheyeverreceivedsuchfunds.”
State ex rel. Chambers v. School District,472P.2d1013(Mont.1970)
TheMontanaSupremeCourtheldthataspecialtaxtopayforteachersatalocalCatholicschoolviolatestheexplicittermsofArticleIX,Section8(thepredecessorofthecurrentBlaineAmendment,ArticleX,Section6)becauseitusespublicmoneytoaidasectarianschoolbypayingforitsteachers.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: No
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforMontana.ThestateConstitutioncontainsaBlaineAmendmentonwhichtheMontanaSupremeCourtpremisedits1970decisionstrikingdownaspecialtaxforgeneratingfundstopayteachersinprivateschools,which,unlikeschoolchoiceprograms,constitutesadirectappropriationtoprivateschools.TheAmendmenthasreceivedlittlesubsequentattention.TheMontanaSupremeCourtshowedaninclinationinMontana State Welfare Board v. Lutheran Social Servicestorecognizeadistinctionbetweenaidingstudentsandaidingtheschoolstheychoosetoattend.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Interdistrict/voluntaryMontanaCodeAnnotatedSections20-5-320,20-5-322to20-5-324
Interdistrict/mandatoryMontanaCodeAnnotatedSections20-5-321to20-5-324
Compelled Support Clause“Nopersonshallbecompelledtoattend,erectorsupportanyplaceofworshipagainsthisconsent.…”nebrAskA Const.Art.I,§4.
Blaine Amendment“1.NotwithstandinganyotherprovisionintheConstitution,appropriationofpublicfundsshallnotbemadetoanyschoolorinstitutionoflearningnotownedorexclusivelycontrolledbythestateorapoliticalsubdivisionthereof;Provided,thattheLegislaturemayprovidethatthestateoranypoliticalsubdivisionthereofmaycontractwithinstitutionsnotwhollyownedorcontrolledbythestateoranypoliticalsubdivision to provide for educational or other services for the benefit of children undertheageoftwenty-oneyearswhoarehandicapped,asthattermisfromtimetotime defined by the Legislature, if such services are nonsectarian in nature. 2.Allpublicschoolsshallbefreeofsectarianinstruction.3.Thestateshallnotacceptmoneyorpropertytobeusedforsectarianpurposes;Provided,thattheLegislaturemayprovidethatthestatemayreceivemoneyfromthefederalgovernmentanddistributeitinaccordancewiththetermsofanysuchfederalgrants,butnopublicfundsofthestate,anypoliticalsubdivision,oranypubliccorporationmaybeaddedthereto.4. A religious test or qualification shall not be required of any teacher or studentforadmissionorcontinuanceinanyschoolorinstitutionsupportedinwholeorinpartbypublicfundsortaxation.”nebrAskA Const.Art.VII,§11.1
1Thisprovisionwasamendedin1976.Previously,itprohibitedtheappropriationofpublicfunds“inaidof”anysectarianordenominationalschoolorcollege,oranyeducationalinstitutionthatisnotexclusivelyownedandcontrolledbythestateoragovernmentalsubdivisionthereof.
neBraSka
RELEVANT CASE LAW
Father Flanagan’s Boys Home v. Department of Social Services,583N.W.2d774(Neb.1998)
TheNebraskaSupremeCourtrejectedthestate’sattempttoinvokeitsBlaineAmendmenttoavoidpayingprivateschoolsforeducatingspecialneedsstudentsunderacontractsignedbythestate.ThecourtheldthatpaymentsundersuchacontractarenotthetypeofappropriationsprohibitedbyNebraska’sBlaineAmendment.
Cunningham v. Lutjeharms,437N.W.2d806(Neb.1989)TheNebraskaSupremeCourtheldthatlendingtextbookstoprivateschoolsdoesnotviolatetheFirstAmendment’sEstablishmentClausebecauseitmerelymakes available to all children the benefits of a general programtolendschoolbooksfreeofcharge.Thecourtfoundthatthetextbooksweresecularinnatureandtheprogramwouldnotrequireexcessivemonitoring.
State ex rel. Creighton University v. Smith,353N.W.2d267,272(Neb.1984)
TheNebraskaSupremeCourtheldthatthefactthat
voucherS tax creditS��
PrivateSchoolChoice: NoCharterSchools: No
PublicSchoolChoice: YesNebraskaRevisedStatutesSections79-232to79-246
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
neBraSka
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforNebraska.ItsConstitutioncontainsaBlaineAmendmentthatwaschangedin1972and1976,whichcreatedalargedivideinthestate’scaselaw.Asaltered,itprohibitsonlyappropriations“to”ratherthan“inaidof”sectarianschools.ApplyingtheupdatedBlaineAmendment,theNebraskaSupremeCourthasheldthatthestatecansupplytextbookstoprivateschoolstudentsatpublicexpenseandcancontractwithreligiousschoolswithoutviolatingtheNebraskaConstitution.Schoolchoiceprogramsintendedtohelpstudentsandhavingonlyincidentaleffectsontheschoolstheyattendarethereforelikelytobeconstitutional.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
a private institution derives indirect benefits from a contractwiththestatedoesnot“transformpaymentsforcontractedservicesintoanappropriationofpublicfundsproscribedbyarticleVII,§11,oftheNebraskaConstitution[theBlaineAmendment].”Thecourtorderedthestatedirectorofhealthtoconsideranapplication for a public research grant filed by a religiousuniversity.Thedirectorhadpreviouslyrefused,citingtheBlaineAmendment.
State ex rel. Bouc v. School District,320N.W.2d472(Neb.1982)
The Nebraska Supreme Court held that any benefit accruingtoaprivateschoolasaresultofpubliclysupportedbusingofitsstudentsisincidentalandthereforenotaviolationofNebraska’sBlaineAmendment.
Lenstrom v. Thone,311N.W.2d884(Neb.1981)TheNebraskaSupremeCourtheldthatnothingintheNebraskaConstitutionpreventsthestatefromcreating a scholarship program to provide financial assistancetostudentsattendingpublicandprivatepostsecondaryeducationalinstitutionsinNebraska.
Gaffney v. State Department of Education,220N.W.2d550,557(Neb.1974)
InterpretingtheNebraskaBlaineAmendmentwhenitstillprohibitedappropriationofpublicfunds“inaidof”anyprivateschool(languagethathassincebeenremoved),theNebraskaSupremeCourtheldthatastatuterequiringtheloanoftextbooksbypublicschoolstononpublicschoolsforstudentsingrades7to12wasunconstitutional.Givingfreetextbooks“lendsstrength”totheschoolthat,inturn,“lendsstrengthandsupporttothesponsoringsectarianinstitution.”
State ex rel. Rogers v. Swanson,219N.W.2d726(Neb.1974)Strikingdownastudentaidstatute,theNebraskaSupremeCourtheldthatusingpublicmoneytofundatuitiongrantprogramviolatedthestate’sBlaineAmendment.Accordingtothecourt,noattemptwasmadetorestricttheuseoffundsand,asaresult,someofthefundsinvariablypaidforsectarianinstruction.
State ex rel. Freeman v. Scheve,93N.W.169,172(Neb.1903)TheNebraskaSupremeCourtheldthatreadingfromtheBibledoesnotconstitutesectarianinstruction.Thus,whenpublicschoolteachersrequireBiblereading,publicfundsarenotgoingtosectarianinstitutionsinviolationoftheprecursortothestate’scurrentBlaineAmendment.
continued from previous page
Blaine Amendment“Nopublicfundsofanykindorcharacterwhatever,State,CountyorMunicipal,shallbeusedforsectarianpurpose[sic].”nevAdA Const.Art.11,§10.
Education Article“Thelegislatureshallprovideforauniformsystemofcommonschools…anyschooldistrictwhichshallallowinstructionofasectariancharacterthereinmaybedeprivedofitsproportionoftheinterestofthepublicschoolfundduringsuchneglectorinfraction.…”nevAdA Const.Art.11,§2.
nevada
RELEVANT CASE LAW
State v. Hallock, 16Nev.373(Nev.1882)TheNevadaSupremeCourtheldthatpublicmoneygiventoaCatholicorphanageviolatestheBlaineAmendmentoftheNevadaConstitution.
Attorney General Opinion 276(11-5-1965)(copyavailablefromtheInstituteforJustice)
TheNevadaAttorneyGeneralopinedthat“[t]herequirementofafederalstatutethataschooldistrictwhichreceivesagrantforspecialaidtoeducationallydeprivedchildrenmakesuchaidavailabletopupilsofprivateschoolsdoesnotviolateNevada’sBlaineAmendment…iffederalmoneysarekeptseparate.”
Attorney General Opinion 67(9-5-1963)(copyavailablefromtheInstituteforJustice)
TheNevadaAttorneyGeneralopinedthat“[t]heprohibitionofexpendituresofpublicfundsforsectarianpurposes,ascontainedinNevada’sBlaineAmendment,wasprimarilyincludedforthepurposeofpreventingsectarianreligiousinstructioninpublicschools,asindicatedbyConst.,Art.11,§9,whichprohibitssectarianinstructioninanyschooloruniversityestablishedunderthestateConstitution.”
Attorney General Opinion 209(9-12-1956)(copyavailablefromtheInstituteforJustice)
TheNevadaAttorneyGeneralopinedthat“[h]omeinstructionofaprivateorparochialschoolstudentbypublicschoolteacherswhensuchstudentisillisanunconstitutionalexpenditureofpublicfundsforsectarianpurpose.However,ifsuchstudentenrollsinthepublicschoolduringhisillnesshemaythenreceivesuchhomeinstruction.”
Attorney General Opinion B-40(2-11-1941)(copyavailablefromtheInstituteforJustice)
TheNevadaAttorneyGeneralopinedthat“[s]tatefundsmaybeusedtohospitalizecrippledchildreninasectarianhospitalwherenoinstructionofanykindisimparted,andsuchusedoesnotviolateNevada’sBlaineAmendment.”
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: No
NevadaRevisedStatutesSections386.500to386.610
EXISTING SCHOOL CHOICE PROGRAMS
Despiteafewinauspiciousattorneygeneralopinionsfromthe1960sand70s,bothvoucherandtaxcreditprogramsareschoolchoiceoptionsinNevada.TheonlycasediscussingNevada’sBlaineAmendmentisfrom1882whentheNevadaSupremeCourtdisallowedadirectappropriationofpublicfundstoaCatholicorphanageinState v. Hallock.Nomorerecentconstitutionalinterpretationsexist,letaloneanyaddressingprogramsaidingstudents.
Standingalone,theHallock decisionwouldnotbartheuseofeducationalvouchers,asthosefundswouldaidparentswhowouldchooseamonganarrayofeducationaloptions.AlthoughNevada’sLegislaturepassedalawrequiringthatmoneyallottedforpublicschoolsbeusedexclusivelyforpublicschools,NevadaRevisedStatutesSection387.045,otherpublicmoney—generalrevenuesorlotteryproceeds,forinstance—couldsupportavoucherprogram.
Alternatively, tax benefits aimed at offsetting the cost of privateeducationareanotherpossibleschoolchoiceoption.TheyfullycomplywiththeUniformandEqualTaxclauseofNevada’sConstitution(ArticleX,Section1)andtheseminalcaseinterpretingthatprovision,State v. Eastabrook,3Nev.173,178(Nev.1867).
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Compelled Support Clause“Butnopersonshalleverbecompelledtopaytowardsthesupportoftheschoolsofanysectordenomination….”new HAmpsHire Const.Pt.FIRST,Art.6.
Blaine Amendment“Provided, nevertheless,thatnomoneyraisedbytaxationshalleverbegrantedorappliedfortheuseoftheschoolsorinstitutionsofanyreligioussectordenomination.”new HAmpsHire Const.Pt.SECOND,Art.83.
Other Relevant Provisions“Everymemberofthecommunity…isthereforeboundtocontributehisshareintheexpenseofsuchprotection.…”new HAmpsHire Const.Pt.FIRST,Art.12.
“[A]ndtoimposeandlevyproportionalandreasonableassessments,rates,andtaxes,uponalltheinhabitantsof,andresidentswithin,thesaidstate.…”new HAmpsHire Const.Pt.SECOND,Art.5.
new hampShire
RELEVANT CASE LAW
Trustees of Phillips Exeter Academy v. Exeter,27A.2d569(N.H.1940)
TheNewHampshireSupremeCourtheldthataidtoeducationalinstitutionsbyexemptingthemfromtaxationisaproperexerciseofthelegislativepower.
Opinion of the Justices,616A.2d478(N.H.1992)ThejusticesoftheNewHampshireSupremeCourtopinedthataproposedvoucherprogramviolatedtheNewHampshireConstitutionbecauseitcontainednosafeguardtopreventuseofpublicfundsforreligiouspurposes.
Opinion of the Justices,233A.2d832(N.H.1967)ThejusticesoftheNewHampshireSupremeCourtopinedthatappropriatingmoneyfromasweepstakesfunddirectlytoparochialinstitutionsviolatestheEstablishmentClauseoftheFirstAmendment.
Opinion of the Justices,113A.2d114(N.H.1955)ThejusticesoftheNewHampshireSupremeCourtopinedthatnursingeducationscholarshipsdonotviolatetheNewHampshireConstitutionbecausetheywerereligiouslyneutralandintendedtofurthertheteachingofthescienceofnursing.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
AtaxcreditprogramisNewHampshire’sbestoptionforschoolchoice.Itiswell-establishedwithinNewHampshirecaselawthattaxexemptionsaimedatpromotingeducationforallNewHampshirecitizensbutincidentallyaffectingreligiousinstitutionsareconstitutionallyacceptable.TheyservealegitimatepublicpurposeandcomportwithNewHampshire’s“uniformandreasonable”and“fairshare”taxlawsasinterpretedbyNewHampshire’sstatecourts.
TheNewHampshireSupremeCourthasnotruledontheconstitutionalityofvouchersunderitsBlaineAmendment,butitdidsuggestinits1992AdvisoryOpinionthattheywouldviolatetheBlaineAmendment.WhileAdvisoryOpinionsarenotbindinglegalprecedent,theycanbepersuasivetocourtsinsubsequentcases.OnepotentialwayofavoidingtheBlaineAmendmentwouldbetouseanon-taxsourcesuchaslotteryproceedstofundtheprogram.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
NewHampshireRevisedStatutesAnnotated194-B:1to194-B:22
NewHampshireRevisedStatutesAnnotated194-B:1to194-B:22
Compelled Support Clause“[N]orshallanypersonbeobligedtopaytithes,taxes,orotherratesforbuildingorrepairinganychurchorchurches,placeorplacesofworship,orforthemaintenanceofanyministerorministry,contrarytowhathebelievestoberightorhasdeliberatelyandvoluntarilyengagedtoperform.”new Jersey Const.Art.I,¶3.
Education Provisions“TheLegislatureshallprovideforthemaintenanceandsupportofathoroughandefficient system of free public schools for the instruction of all the children in the State between the ages of five and eighteen years.” new Jersey Const.Art.VIII,§IV,¶1.
“Thefundforthesupportoffreepublicschools…shallbesecurelyinvested,andremainaperpetualfund;andtheincomethereof,exceptsomuchasitmaybejudgedexpedienttoapplytoanincreaseofthecapital,shallbeannuallyappropriatedtothesupport of free public schools, and for the equal benefit of all the people of the State; anditshallnotbecompetent,exceptashereinafterprovided,fortheLegislaturetoborrow,appropriateorusethesaidfundoranypartthereofforanyotherpurpose,underanypretensewhatever.”new Jersey Const.Art.VIII,§IV,¶2.
new JerSey
RELEVANT CASE LAW
Everson v. Board of Education,330U.S.1(1947)TheU.S.SupremeCourtheldthattheFirstAmendmentdoesnotprohibitNewJerseyfromspendingpublicfundstopaythebusfaresofparochialschoolpupilsasapartofageneralprogramunderwhichitpaidthefaresofstudentsattendingpublicschools.
Resnick v. East Brunswick Township Board of Education,389A.2d944(N.J.1978)
TheNewJerseySupremeCourtheldthatthestatecouldallowreligiousgroupsthatfullyreimbursedschoolboardsforrelatedout-of-pocketexpensestouseschoolfacilitiesonatemporarybasisforreligiousserviceswithoutviolatingthefederalorNewJerseyconstitutions.
Clayton v. Kervick,285A.2d11(N.J.1971)ApplyingfederalEstablishmentClauseprecedent,theNewJerseySupremeCourtheldthatsupplyingpublicfundsfortheconstructionofdormsatprivatecollegespassesconstitutionalscrutinyaslongasthebuildingsarenotusedforreligiousinstructionandtheschooldoesnotdiscriminateonthebasisofreligioninitsadmissions.
Everson v. Board of Education,44A.2d333,337(N.J.1945)NewJersey’shighestcourtheldthatthetransportationofprivateschoolstudentsatpublicexpensewasdesignedtohelpparentscomplywithmandatoryattendancelaws,whichisapublicpurpose,andthereforedoesnotviolatetheNewJerseyConstitution.
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
AsmandatedbyAbbott v. Burke,theNewJerseyCommissionerofEducationmustprovidevouchersforpre-schoolprogramsforallthree-andfour-yearolds,whomayattendpublicorprivateprograms.
BothtaxcreditprogramsandvouchersareschoolchoiceoptionsforNewJersey.ItsConstitutiondoesnotcontainaBlaineAmendment,anditsCompelledSupportClause,whilereceivinglittlejudicialattention,doesnotappeartoprecludetheuseoffundsotherthanthoseallottedforthepublicschoolstosupporteducationalvouchers.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Interdistrict/voluntaryNewJerseyStatutesSections18A:36B-1to18A:36B-13,18A:38-3
NewJerseyStatutesSection18A:36A
Compelled Support Clause“Nopersonshallberequiredtoattendanyplaceofworshiporsupportanyreligioussectordenomination….”new mexiCo Const.Art.II,§11.
Blaine Amendments“[N]opartoftheproceedsarisingfromthesaleordisposalofanylandsgrantedtothestatebycongress,oranyotherfundsappropriated,leviedorcollectedforeducationalpurposes,shallbeusedforthesupportofanysectarian,denominationalorprivateschool,collegeoruniversity.”new mexiCo Const.Art.XII,§3.
“Provisionshallbemadefortheestablishmentandmaintenanceofasystemofpublicschoolswhichshallbeopentoallthechildrenofthestateandfreefromsectariancontrol,andsaidschoolsshallalwaysbeconductedinEnglish.”new mexiCo Const.Art.XXI,§4.
Other Relevant Provisions“Noappropriationshallbemadeforcharitable,educationalorotherbenevolentpurposestoanyperson,corporation,association,institutionorcommunity,notundertheabsolutecontrolofthestate....”new mexiCo Const.Art.IV,§31.
“Neitherthestatenoranycounty,schooldistrictormunicipality,exceptasotherwiseprovidedinthisconstitution,shalldirectlyorindirectlylendorpledgeitscreditormakeanydonationtoorinaidofanyperson.…”new mexiCo Const.Art.IX,§14.
new mexico
RELEVANT CASE LAW
Miller v. Cooper,244D.2d(N.M.1952)TheNewMexicoSupremeCourtreaffirmed that religious groups cannot usepublicschoolfacilitiestodisseminatereligiousmaterialbutrefusedtoenjoinreligiousindividualsfromteachinginpublicschools.
Zellers v. Huff, 236P.2d949(N.M.1951)TheNewMexicoSupremeCourtconcludedthatpublicschoolteachersmaynotdressinreligious“garb”andachurchmaynotoperateaschoolsystemwithinthepublicschoolsystem.
Attorney General Opinion No. 99-01(1999)ThisopinionoftheNewMexicoAttorneyGeneralfoundthatvoucherspresentseriousconstitutionalproblems,notwithstandingearlierattorneygeneralopinionstothecontrary,becausetheyconstitutea“donation”toaprivate
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: YesIntradistrict/mandatoryNewMexicoStatutesAnnotatedSections22-1-4,22-2A-7
IntradistrictandInterdistrict/voluntaryNewMexicoStatutesAnnotatedSection22-12-5
VoluntaryPre-K(withchoiceofpublicandprivateproviders)NewMexicoStatutesAnnotatedSection32A-23)
EXISTING SCHOOL CHOICE PROGRAMS
NewMexicoStatutesAnnotatedSections22-8B-1to22-8B-15
continued on next page
BothvouchersandtaxcreditsappeartobeconsistentwiththeNewMexicoConstitution.
ThereisverylittlecaselawinterpretingeitherNewMexico’sBlaineAmendmentorCompelledSupportClause,andnon-bindingattorneygeneralopinionsconcerningtheireffectsonvouchersarecontradictory.
TheNewMexicoConstitutionalsohasan“anti-donation”clause(ArticleIX,Section14)thatprohibitsthegovernmentfromgivinggiftsofmoney,propertyorcredittoprivateparties.Thiscouldbeanobstacletovouchers,butNewMexicocourtshavenotyetaddresseditinavouchercontext.
NewMexicoschoolchoiceadvocatesshouldnoteNewMexico’scurrentpre-Kvoucherprogram,establishedin2005.ByhavingtheChildren,YouthandFamiliesDepartmentreimburseeligibleprivateprovidersandbycreatingaseparatevoucherfundfromwhichthosepaymentsaremade,thepre-KprogramavoidsNewMexico’sBlaineAmendmentsanditspublicschoolfundingclause.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS�9
individualinviolationofthestateConstitution’s“anti-donation”clause(ArticleIX,Section14).
Attorney General Opinion No. 79-7(1979)Inthisopinion,theNewMexicoAttorneyGeneralconcludedthatproposedlegislationappropriatingstatemoneyfortuitiongrantstostudentsattendingprivatecollegesanduniversitiesappearedtobeanoutrightgifttostudentsinviolationthe“anti-donation”clause(ArticleIX,Section14)becausethestate received no consideration or benefit in exchange.
Attorney General Opinion No. 76-6(1976)Inthisopinion,theNewMexicoAttorneyGeneraldeclaredthatavoucherprogramunderwhichtheparentsofexceptionalchildrenwhoseneedswerenotbeingmetbythepublicschoolscouldusethefundstheschooldistrictwouldotherwisehavespentonthechildrentopurchasespecialeducationatprivate,nonsectarianinstitutionswouldbeconsistentwiththeNewMexicoConstitution.
continued from previous page
new mexico
Blaine Amendment“Neitherthestatenoranysubdivisionthereof,shalluseitspropertyorcreditoranypublicmoney,orauthorizeorpermiteithertobeused,directlyorindirectly,inaidormaintenance,otherthanforexaminationorinspection,ofanyschoolorinstitutionoflearningwhollyorinpartunderthecontrolordirectionofanyreligiousdenomination,orinwhichanydenominationaltenetordoctrineistaught,butthelegislaturemayprovideforthetransportationofchildrentoandfromanyschoolorinstitutionoflearning.”new york Const.ArtXI,§3.
new york
RELEVANT CASE LAW
Board of Education v. Allen,392U.S.236(1968)TheU.S.SupremeCourtheldthatNewYork’stextbookloanprogramdoesnotviolatetheFirstAmendmentbyincludingchildreninreligiousschoolsbecauseitwasintended to aid students, not to benefit parochial schools as such. Any benefit parochial schools received was minimalandthereforenotanestablishmentofreligion.
Grumet v. Pataki,720N.E.2d66(N.Y.1999)TheNewYorkCourtofAppeals,NewYork’shighestcourt,heldthatastatutecreatingaseparateschooldistrictfor members of a specific religious denomination had theprimaryeffectofadvancingreligionandthereforeconstitutedanimpermissibleaccommodationtoasinglereligiousgroupinviolationoftheFirstAmendment.
Greve v. Board of Education,351N.Y.S.2d715(N.Y.App.Div.1974),aff’d,325N.E.2d168(N.Y.1975)
TheNewYorkCourtofAppealsheldthatprovidingadeafstudentwithatranslatoratpublicexpensedoesnotviolatetheNewYorkBlaineAmendmentifthetranslatordoesnotteachthestudentreligion.
Board of Education v. Allen,228N.E.2d791(N.Y.1967),aff’d,392U.S.236(1968)
TheNewYorkCourtofAppealsheldthatNewYork’stextbookloanprogramdoesnotviolatethestate’sBlaineAmendmentbecausetheamendmentwasneverintendedtoprohibitstatepoliciesthatmightultimatelyentail some benefit to parochial schools. The court explicitlyrejectedthereasoningandconclusionoftheJuddcase,whichforbadeinclusionofreligiousschoolstudentsinatransportationprogram,andtheSmithcase,
voucherS tax creditS�0
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: YesInterdistrict/voluntaryNewYorkConsolidatedLawServiceEducationalProvisionsSection3202
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
NewYorkConsolidatedLawServiceEducationalProvisionsSections2850to2857
new york
DespiteaninitiallyrestrictiveinterpretationofitsBlaineAmendment,NewYorkcourtshaveabandonedthatapproachandbothtaxcreditandvoucherprogramsareschoolchoiceoptionsforNewYork.NewYork’shigheststatecourtheldinBoard of Education v. AllenthattheBlaineAmendmentwasneverintendedtobargovernmentprograms providing incidental benefits to parochial schools.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
whichprohibitedprovidingfreetextbookstostudentsinreligiousschools.
Judd v. Board of Education,15N.E.2d576(N.Y.1938),overruled byBoard of Education v. Allen,228N.E.2d791(N.Y.1967)
TheNewYorkCourtofAppealsheldthatalthoughbusingall students to their schools was primarily for the benefit of the child, it still had the effect of giving an incidental benefit toreligiousschoolsandthusviolatedNewYork’sBlaineAmendmentprohibitingindirectaid.
Sargent v. Board of Education,69N.E.722(N.Y.1904)TheNewYorkCourtofAppealsheldthatusingpublicfundstopayCatholicnunstoeducateorphansdoesnotviolatetheNewYorkBlaineAmendmentbecausetheorphanagewasnota“school,”andotherprovisionswithintheNewYorkConstitutionexplicitlyallowforthistypeofexpenditure.
Matter of Richard K. v. Petrone,815N.Y.S.2d270(N.Y.App.Div.2006)
The Appellate Division held that pursuant to specific legislationandthedeepconcernforchildsafetyandwelfareevincedinNewYork’sConstitution,localschoolboardsmustprovidenursingservicestoparochialschoolstudentsorreimburseparentsforacquiringthoseservicesontheirown.
Cook v. Griffin,364N.Y.S.2d632(N.Y.App.Div.1975)TheAppellateDivisionheldthataschoolboardcannottransport private school students on public buses for field tripswithoutsomestatutoryauthorityandthatwhileparentshavetherighttosendtheirchildrentoprivateorparochialschools,thereisnocorrespondingrighttoequalstateaidoncetheymakethatdecision.
College of New Rochelle v. Nyquist,326N.Y.S.2d765(N.Y.App.Div.1971)
TheAppellateDivisionoftheNewYorkSupremeCourtheldthatstateaidcouldgotoaschoolthatwasfoundedandadministeredbyareligiousorderbutwasnotdirectlycontrolledbythatorderanddidnotteachanyparticularreligiousdoctrinetotheexclusionofotherreligiousdenominations.
Smith v. Donahue,195N.Y.S.715(N.Y.App.Div.1922),overruled by Board of Education v. Allen,228N.E.2d791(N.Y.1967)
InholdingthatprovidingtextbookstoparochialschoolstudentsatpublicexpenseviolatedtheU.S.andNewYorkconstitutions,theAppellateDivisionheldthatfurnishingbooksandordinaryschoolsuppliestothepupilsofreligiousschoolsaidsthoseschools.
continued from previous page
Religion Provision“AllpersonshaveanaturalandinalienablerighttoworshipAlmightyGodaccordingtothedictatesoftheirownconsciences,andnohumanauthorityshall,inanycasewhatever,controlorinterferewiththerightsofconscience.”nortH CArolinA Const.Art.I,§13
Education Articles“Thepeoplehavearighttotheprivilegeofeducation,anditisthedutyoftheStatetoguardandmaintainthatright.”nortH CArolinA Const.Art.I,§15.
“Religion,morality,andknowledgebeingnecessarytogoodgovernmentandthehappinessofmankind,schools,libraries,andthemeansofeducationshallforeverbeencouraged.”nortH CArolinA Const.Art.IX,§1.
“TheGeneralAssemblyshallprovidebytaxationandotherwiseforageneralanduniformsystemoffreepublicschools.…”nortH CArolinA Const.Art.IX,§2.
“TheproceedsofalllandsthathavebeenorhereaftermaybegrantedbytheUnitedStatestothisState,andnototherwiseappropriatedbythisStateortheUnitedStates;allmoneys,stocks,bonds,andotherpropertybelongingtotheStateforpurposesofpubliceducation;thenetproceedsofallsalesoftheswamplandsbelongingtotheState;andallothergrants,gifts,anddevisesthathavebeenorhereaftermaybemadetotheState,andnototherwiseappropriatedbytheStateorbythetermsofthegrant,gift,ordevise…shallbefaithfullyappropriatedandusedexclusivelyforestablishingandmaintainingauniformsystemoffreepublicschools.”nortH CArolinA Const.Art.IX,§6.(Section7repeatsthistextwithrespecttotheCountyEducationFund)
north carolina
RELEVANT CASE LAW
Smith v. Board of Governors of University of North Carolina,429F.Supp.871(W.D.N.C.),aff’d,434U.S.803(1977)
Afederaldistrictcourtheldthatstatetuitionassistancetostudentsatcollegesdidnotconstituteexcessiveentanglementofthestatewithreligiousactivitiesbecausethecollegeswerenotpervasivelysectarianand,althoughtherewasareligiouspresence,inculcationofreligionwasnotthecolleges’primarypurpose.
Heritage Village Church & Missionary Fellowship, Inc. v. State,263S.E.2d726,730(N.C.1980)
Instrikingdownastatuteimposingmoreburdensomelicensingrequirementsonreligiousorganizationsthanothers,theNorthCarolinaSupremeCourtexplicitlylinkedinterpretationofthereligionclausesintheNorthCarolinaConstitutionto
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: No
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
NorthCarolinaGeneralStatutesSections115C-238.29Ato238.29K
BothtaxcreditsandvouchersareschoolchoiceoptionsforNorthCarolina.TheNorthCarolinaConstitutiondoesnothaveaBlaineAmendmentoraCompelledSupportClauseandstatecaseslooktofederalEstablishmentClauseprecedent.InZelman v. Simmons-Harris,theU.S.SupremeCourtupheldschoolchoiceprogramsunderthefederalConstitution.
ToavoidanypotentialproblemswithArticleIX,sections6and7oftheNorthCarolinaConstitution,voucherprogramfundingshouldexplicitlycomefromsourcesotherthanthestate’spublicschoolfund.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
interpretationsoftheFirstAmendmenttotheU.S.Constitution.
State Education Assistance Authority v. Bank of Statesville,174S.E.2d551,559(N.C.1970)
TheNorthCarolinaSupremeCourtheldthatastateagencycouldissuetax-exemptbondstoacquirestudentloandebtwithoutviolatingtheNorthCarolinaConstitutionbecauseadvancingeducationisapublicpurpose.Thecourtwentontoholdthat“[s]ubjecttoconstitutionallimitations,methodstofacilitateandachievethepublicpurposeofprovidingfortheeducationortrainingofresidentsofthisStateininstitutionsofhighereducationorpost-secondaryschoolsarefordeterminationbytheGeneralAssembly.”
continued from previous page
north carolina
Blaine Amendment“Allcolleges,universities,andothereducationalinstitutions,forthesupportofwhichlandshavebeengrantedtothisstate,orwhicharesupportedbyapublictax,shallremainundertheabsoluteandexclusivecontrolofthestate.Nomoneyraisedforthesupportofthepublicschoolsofthestateshallbeappropriatedtoorusedforthesupportofanysectarianschool.”nortH dAkotA Const.ArtVIII,§5.
Education Articles“Ahighdegreeofintelligence,patriotism,integrityandmoralityonthepartofeveryvoterinagovernmentbythepeoplebeingnecessaryinordertoinsurethecontinuanceofthatgovernmentandtheprosperityandhappinessofthepeople,thelegislativeassemblyshallmakeprovisionfortheestablishmentandmaintenanceofasystemofpublicschoolswhichshallbeopentoallchildrenofthestateofNorthDakotaandfreefromsectariancontrol.ThislegislativerequirementshallbeirrevocablewithouttheconsentoftheUnitedStatesandthepeopleofNorthDakota.”nortH dAkotA Const.ArtVIII,§1.
“Thelegislativeassemblyshallprovideforauniformsystemoffreepublicschoolsthroughoutthestate,beginningwiththeprimaryandextendingthroughallgradesuptoandincludingschoolsofhighereducation,exceptthatthelegislativeassemblymay authorize tuition, fees and service charges to assist in the financing of public schoolsofhighereducation.”nortH dAkotA Const.ArtVIII,§2.
north dakota
RELEVANT CASE LAW
D’Errico v. Lesmeister,570F.Supp.158,162(D.N.D.1983)
AfederaldistrictcourtheldthatNorthDakota’shighereducationtuitionassistanceprogramviolatedtheFirstAmendment’sEstablishmentClausebecause“[t]heneteffectisthatstudentsattendingtwosectarianreligiousschoolsinNorthDakotaoperatedforexpressreligiouspurposes are receiving state financial assistance.”
Gerhardt v. Heid,267N.W.127(N.D.1936)TheNorthDakotaSupremeCourtheldthatwearingreligiousgarbwhileteachinginapublicschooldoesnotviolateNorthDakota’sBlaineAmendment because it merely identifies the religionoftheteacherratherthanattemptingtoconvertthestudents.
Todd v. Board of Education,209N.W.369,371(N.D.1926)
TheNorthDakotaSupremeCourtheldthattherequirementofa“uniformsystemoffreepublicschools”doesnotmean“thatschoolfacilitiesprovidedinanydistrictbymeansoftaxesimposedthereinshallbeavailabletopupilsfromotherdistrictswithoutcharge.”
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: No
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforNorthDakota.AlthoughitsConstitutioncontainsaBlaineAmendment,avoucherprogramfundedfromsourcesotherthanthepublicschoolfundcomplieswithitsterms.ItisunclearwhetherNorthDakotaadherestofederalprecedentonEstablishmentClauseissues,andtheuniformityclausewithinitseducationprovisionshasreceivedverylittlejudicialattention.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Interdistrict/voluntaryNorthDakotaCenturyCodeSections15.1-31-01to15.1-31-07
Compelled Support Clause“Nopersonshallbecompelledtoattend,erect,orsupportanyplaceofworship,ormaintainanyformofworship,againsthisconsent.…”oHio Const.Art.I,§7.
Education Articles“Theprincipalofallfunds,arisingfromthesale,orotherdispositionoflands,orotherproperty,grantedorentrustedtothisStateforeducationalandreligiouspurposes,shallbeusedordisposedofinsuchmannerastheGeneralAssemblyshallprescribebylaw.”oHio Const. Art.VI,§1.
“Thegeneralassemblyshallmakesuchprovisions,bytaxation,orotherwise,as,withtheincomearisingfromtheschooltrustfund,willsecureathoroughand efficient system of common schools throughout the state; but no religious or othersect,orsects,shalleverhaveanyexclusiverightto,orcontrolof,anypartoftheschoolfundsofthisstate.”oHio Const.Art.VI,§2.
ohio
RELEVANT CASE LAW
Zelman v. Simmons-Harris,536U.S.639(2002)TheU.S.SupremeCourtheldthatCleveland’sScholarshipandTutoringProgramdoesnotviolatetheEstablishmentClausebecausetheprogramisneutralwithrespecttoreligion, provides benefits directly to a wide spectrum of individuals,andallowsthoseindividualstofreelychoosebetweenreligiousandnon-religiousschools.
Kosydar v. Wolman,353F.Supp.744(S.D.Ohio1972),aff’d sub nom., Grit v. Wolman,413U.S.901(1973)
TheU.S.SupremeCourtheldthatstatestatutesthatprovidedtaxcreditstoparentsofpupilsinpredominantlyreligiousschools,whoincurrededucationalexpensesinexcessofthosebornebyparentsgenerallyinsecuringapprovedprimaryandsecondaryschoolingfortheirchildren,violatedtheEstablishmentClauseoftheFirstAmendment.
Simmons-Harris v. Goff,711N.E.2d203(Ohio1999)TheSupremeCourtofOhioheldtheCleveland
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
Intradistrict/mandatoryOhioRevisedCodeAnnotatedSection3302.04e1ab
Intradistrict/mandatoryOhioRevisedCodeAnnotatedSection3313.97
Interdistrict/voluntaryOhioRevisedCodeAnnotatedSections3313.98to3313.981
OhioRevisedCodeAnnotatedSection3314.02
ClevelandScholarship&TutoringProgramOhioRevisedCodeAnnotatedSections3313.974to3313.975
AutismScholarshipProgramOhioRevisedCodeAnnotatedSection3310.41
OhioEducationalChoiceScholarshipsOhioRevisedCodeAnnotatedSection3310.02
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforOhio.TheOhioSupremeCourtupheldCleveland’svoucherprogramunderboththestateandfederalconstitutions,andtheOhioLegislaturehassinceenactedtwomorevoucherprograms,oneforchildrenwithautismandanotherforchildreninfailingpublicschools.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
ScholarshipandTutoringProgramdoesnotviolateeitherthefederalEstablishmentClauseorthestateConstitution’sCompelledSupportoreducationclauses,butstruckdowntheprogramafterconcludingitviolatedthesingle-subjectrulecontainedinthestateConstitutionbecauseitwaspassedaspartofthestatebudget.TheLegislaturequicklyre-authorizedtheprogramasstand-alonelegislation.
Protestants & Other Americans United for Separation of Church & State v. Essex,275N.E.2d603(Ohio1971)
TheOhioSupremeCourtheldthatallottingfederalmoneyandequipmenttoprivateschoolstocompensatethemfortestingoreducatingdeafanddisabledstudentsdoesnotviolatetheOhioConstitutionbecausetheaidtotheschoolisincidentalatbest.
Findley v. Conneaut,62N.E.2d318(Ohio1945)TheOhioSupremeCourtheldthatawillprovidingfortheestablishmentofaprivatepolytechnicindustrialschoolinwhichtheteachingofProtestantreligionistobeaprominentfeatureauthorizesthecreationofareligiousschool,forwhichmunicipalitiesarenotallowedtoissuebondsorexpendfundsraisedbytaxation.
Board of Education v. Minor,23OhioSt.211(Ohio1872)Inrefusingtoenforceresolutionspassedbythestateboardofeducationthatwouldprohibitthereadingofallreligiousmaterialsinpublicschools,theOhioSupremeCourtheldthatthestateConstitutionneitherprohibitsnorrequiresreligiousinstruction,orthereadingofreligiousbooks,inthepublicschoolsofthestate.
Honohan v. Holt,244N.E.2d537(OhioCt.Com.Pl.FranklinCounty1968)
AnOhioCourtofCommonPleasheldthattheindirect benefits flowing to religious schools from the transportationoftheirpupilsatpublicexpensedonotconstitutethesupportprohibitedbytheCompelledSupportClauseoftheOhioConstitution.
Moore v. Board of Education,212N.E.2d833(OhioCt.Com.Pl.MercerCounty1965)
AnOhioCourtofCommonPleasheldthatreligioussegregationofstudentsinpublicschoolsisnotperseinvalid,noristhewearingofreligiousgarbbyteachersimpermissible.Thecourtdidhold,however,thattheparticular“releasetime”program,whichallowedtostudentstoleaveclassforreligiousinstructioninadjacentclassroomsorbuildings,amountedtotheuseofpublicfundsforoperationofparochialschoolsandwasthereforeunconstitutional.
continued from previous page
ohio
Blaine Amendment“Nopublicmoneyorpropertyshalleverbeappropriated,applied,donated,orused, directly or indirectly, for the use, benefit, or support of any sect, church, denomination, or system of religion, or for the use, benefit, or support of any priest,preacher,minister,orotherreligiousteacherordignitary,orsectarianinstitutionassuch.”oklAHomA Const.Art.II,§5.
Education Articles“Provisionsshallbemadefortheestablishmentandmaintenanceofasystemofpublicschools,whichshallbeopentoallthechildrenofthestateandfreefromsectariancontrol;andsaidschoolsshallalwaysbeconductedinEnglish:Provided,thatnothinghereinshallprecludetheteachingofotherlanguagesinsaidpublicschools.”oklAHomA Const.Art.I,§5.
“SectionthirteenineveryportionoftheState,whichhasbeengrantedtotheState,shall be preserved for the use and benefit of the University of Oklahoma and the UniversityPreparatorySchool,one-third;ofthenormalschoolsnowestablished,orhereaftertobeestablished,one-third;andoftheAgriculturalandMechanicalCollegeandColoredAgriculturalandNormalUniversity,one-third.ThesaidlandsortheproceedsthereofasaboveapportionedtobedividedbetweentheinstitutionsastheLegislaturemayprescribe:Provided,Thatthesaidlandssoreserved,ortheproceedsofthesalethereof,orofanyindemnitylandsgrantedinlieuofsectionthirteenshallbesafelykeptorinvestedandpreservedbytheStateasatrust,whichshallneverbediminished,butmaybeaddedto,andtheincomethereof, interest, rentals, or otherwise, only shall be used exclusively for the benefit ofsaideducationalinstitutions.SucheducationalinstitutionsshallremainundertheexclusivecontroloftheStateandnopartoftheproceedsarisingfromthesaleordisposalofanylandsgrantedforeducationalpurposes,ortheincomeorrentalsthereof,shallbeusedforthesupportofanyreligiousorsectarianschool,college,oruniversity,andnoportionofthefundsarisingfromthesaleofsectionsthirteenoranyindemnitylandsselectedinlieuthereof,eitherprincipalorinterest,shalleverbediverted,eithertemporarilyorpermanently,fromthepurposeforwhichsaidlandsweregrantedtotheState.”oklAHomA Const.Art.XI,§5.
oklahoma
RELEVANT CASE LAW
Burkhardt v. City of Enid,717P.2d608(Okla.1989)TheOklahomaSupremeCourtheldthatamunicipality’spurchaseofalocalcommunitycollegeandsubsequentleaseofthecollegebacktoitsoriginalownersdidnotviolateOklahoma’sBlaineAmendmentbecausethecollegewasnotreligious.Thecourtnotedthat,evenifitwere,thecitycouldstillenterintothearrangementassuming it received sufficient consideration.
Meyer v. City of Oklahoma City,496P.2d789(Okla.1972)TheOklahomaSupremeCourtheldthatmaintenancebyOklahomaCityofacrossonthecity’sfairgrounds,ataslightbutcontinuingpublicexpense,didnotviolateOklahoma’sBlaineAmendmentbecauseitwasnotoperated for the use or benefit of any particular religion
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
Intradistrict/mandatoryOklahomaStatutesTitle70Section1210.541andOklahomaAdministrativeCodeSection210:10-13-18
Interdistrict/mandatoryOklahomaStatutesTitle70Sections8-101.1to8-112
OklahomaStatutesTitle70Sections3-130to3-162
TaxcreditprogramsarethebestschoolchoiceoptionforOklahoma.ItsConstitutioncontainsaBlaineAmendmentonwhichtheOklahomaSupremeCourtpremiseditsdecisiontostrikedownaprivateschooltransportationbillaftertheU.S.SupremeCourt’sdecisioninEversonupholdingatransportationprograminNewJerseyundertheEstablishmentClause.Thisfailuretodistinguishbetweenaidingstudentsandaidingtheschoolstheyattendwouldprobablyforeclosevoucherlegislation.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
orsectanditsreligioussymbolismwasobscuredbythecommercialatmosphereinwhichitwasplaced.
Board of Education for Independent School District No. 52 v. Antone,384P.2d911,913-14(Okla.1963)see also Gurney v. Ferguson,122P.2d1002(Okla.1941)
TheOklahomaSupremeCourtheldthattransportingpupilsofparochialschoolsatpublicexpenseaidedtheschoolsandwasforbiddenbyOklahoma’sBlaineAmendment.
State ex rel. Town of Pryor v. Williamson,347P.2d204(Okla.1959)
TheOklahomaSupremeCourtheldthatthestate’sBlaineAmendmentdidnotprohibitthebuildingandmaintenanceofanon-denominational,non-sectarianchapelonstategroundsatpublicexpense.
Murrow Indian Orphans Home v. Childers,171P.2d600(Okla.1946)
TheOklahomaSupremeCourtheldthatthestate’sBlaineAmendmentdidnotprohibitthestatefromcontractingwithreligiousorphanagestoprovidecareforneedychildren.
Sharp v. Guthrie,152P.203,408(Okla.1915)Inupholdingacity’sabilitytosellapublicparktoareligiousuniversityforadollar,theOklahomaSupremeCourtreasoned:“[t]hecityhavingtherighttoselltheproperty,andtheconsiderationbeingadequate,itwouldmakenodifferencewhetherthegranteebeasectarianinstitution or not, for a sale upon a sufficient consideration wouldnotbewithintheprohibitionofsection5,art.2oftheConstitution[Oklahoma’sBlaineAmendment].”
Oklahoma Ry. Co. v. St. Joseph’s Parochial School,127P.1087(Okla.1912)
TheOklahomaSupremeCourtheldthatacityfranchisecontractthatrequiredatramlinetoprovidehalffareridesforallschoolchildren,whethertheyarepublicorparochialschoolstudents,doesnotviolatethestate’sBlaineAmendment.Initsreasoning,thecourtnotedthatchildrenhavearighttoattendprivateschoolandthatthereducedfareshelppromoteeducationofchildren.Inaddition,thecourtstressedthatthecitycouldnotdiscriminateonthebasisofreligioninacontract.
Connell v. Gray,127P.417(Okla.1912)TheOklahomaSupremeCourtheldthatthepresidentofastatecollegecouldnotrequirestudentstopayforaChristianathleticassociationasaconditionoftheirenrollmentwithoutviolatingthestate’sBlaineAmendment.
continued from previous page
oklahoma
Blaine Amendment “No money shall be drawn from the Treasury for the benefit of any religeous [sic], ortheologicalinstitution,norshallanymoneybeappropriatedforthepaymentofanyreligeous[sic]servicesineitherhouseoftheLegislativeAssembly.”oreGon Const.Art.I,§5.
oregon
RELEVANT CASE LAW
Dickman v. School District,366P.2d533(Or.1961)
TheOregonSupremeCourtheldthatseculartextbookscouldnotbesuppliedtoparochialschoolstudentsatpublicexpenseunderOregon’sBlaineAmendment.
Fisher v. Clackamas County School District,507P.2d839(Or.Ct.App.1973)
ApplyingthereasoningofDickman,theOregonCourtofAppealsheldthatOregon’sBlaineAmendmentpreventedthestatefrompayingthesalariesofteacherswhoteachsecularsubjectstoparochialschoolstudentsonly.
voucherS tax creditS�9
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
OregonRevisedStatutesSections338.005to338.185
TaxcreditprogramsareOregon’sbestschoolchoiceoption.Havingrefusedtodistinguishbetweenaidingstudentsandaidingtheschoolstheychoosetoattend,theOregonSupremeCourtisunlikelytoupholdvoucherlegislation.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
Interdistrict/voluntaryOregonRevisedStatutesSections339.125,339.133
Compelled Support Clause“[N]omancanofrightbecompelledtoattend,erectorsupportanyplaceofworship,ortomaintainanyministryagainsthisconsent.…”pennsylvAniA Const.Art.1,§3.
Blaine Amendment“NomoneyraisedforthesupportofthepublicschoolsoftheCommonwealthshallbeappropriatedtoorusedforthesupportofanysectarianschool.”pennsylvAniA Const.Art.3,§15.
Other Relevant Provision“Noappropriationshallbemadeforcharitable,educationalorbenevolentpurposestoanypersonorcommunitynortoanydenominationalandsectarianinstitution,corporationorassociation:Provided,Thatappropriationsmaybemadefor…loansforhighereducationalpurposestoresidentsoftheCommonwealthenrolledininstitutionsofhigherlearningexceptthatnoscholarship,grantsorloansforhighereducationalpurposesshallbegiventopersonsenrolledinatheologicalseminaryorschooloftheology.”pennsylvAniA Const.Art.3,§29.
pennSylvania
RELEVANT CASE LAW
Christen G. v. Lower Merion School District,919F.Supp.793(E.D.Pa.1996)
AfederaldistrictcourtheldthatinaccordancewiththeIDEAastatecouldreimburseparentsforprivateschooltuitionwithoutviolatingeithertheU.S.orPennsylvaniaconstitutionsbecausethepaymentsdonotadvancereligion.
Haller v. Department of Revenue,728A.2d351(Pa.1999)
ThePennsylvaniaSupremeCourtheldthatataxexemptionforthesaleanduseof“religiouspublications”soldby“religiousgroups”violatestheFirstAmendment’sEstablishmentClausebecauseitshowsapreferenceforreligiouscommunicationswithoutsomeoverarchingsecularpurpose.Theexemption’snarrowfocusmakesitunconstitutional.
Springfield School District v. Department of Education,397A.2d1154(Pa.1979)
ThePennsylvaniaSupremeCourtheldthatfreeschoolbustransportationprovidedtoparochialschoolchildrendoesnotviolatethefederalor state constitutions because any benefit to a religiousinstitutionisindirectandincidental.
voucherS tax creditS�0
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
24PennsylvaniaCodeSection13-1316
24PennsylvaniaCodeSections17-1701-Ato17-1751-A
EducationImprovementTaxCredits24PennsylvaniaCodeSections20-2001-Bto20-2008-B
Pre-KTaxCredits24PennsylvaniaCodeSection24-2003-B
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforPennsylvania.ThePennsylvaniaConstitutioncontainsaCompelledSupportClauseandaBlaineAmendment.Thelatterrestrictstheuseoffunds“raisedforthepublicschools”butcanbeavoidedentirelybyfundingvouchersfromothergovernmentrevenue.StatecaselawdemonstratesastrongadherencetofederalEstablishmentClauseprecedentandincludesadistinctionbetween“appropriations”and“paymentsforservicesrendered,”whichshouldensurevoucherlegislation’scompliancewiththeBlaineAmendment.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
Wiest v. Mt. Lebanon School District,320A.2d362,366-67(Pa.1974)
InholdingthatareligiousinvocationatthestartofapublicschoolgraduationceremonydoesnotviolatetheFirstAmendment,thePennsylvaniaSupremeCourtalsoconcludedthatsuchaninvocationwouldnotoffendPennsylvania’sCompelledSupportClausebecauseitiscoextensivewiththeFirstAmendment.
Rhoades v. School District,226A.2d53(Pa.1967)ThePennsylvaniaSupremeCourtupheldtheconstitutionalityofastatuteauthorizingtransportationofprivateschoolstudentsatpublicexpenseasahealthandsafetymeasure.
Schade v. Allegheny County Institution District,126A.2d911(Pa.1956)
ThePennsylvaniaSupremeCourtheldthatpayingpublicfundstoreligiousorphanagesdidnotviolatePennsylvania’sBlaineAmendmentbecausetheywerenot“appropriations,”butratherpaymentsforservicesrendered.NothinginthePennsylvaniaConstitutionpreventsthestatefromcontractingwithreligiousinstitutionsandthenpayingitsdebtsuponperformance.
Collins v. Martin,139A.122(Pa.1927)Instrikingdownawelfareappropriationinwhich public money would flow to private or religioushospitals,thePennsylvaniaSupremeCourtheldthatthePennsylvaniaConstitutionplainlystatedthatthepeople’smoneyshouldnotbegivenforcharity,benevolenceoreducationtopersonsorcommunities,orforanypurposetosectariananddenominationalinstitutions,corporationsorassociations.
Collins v. Kephart,117A.440(Pa.1921)UnderanearlierversionofPennsylvania’sBlaineAmendment,thePennsylvaniaSupremeCourtheldthatreligioushospitalswerebarredfromreceivingstatefundsdespitetheirstatusas“worthycharities.”
Giacomucci v. Southeast Delco School District,742A.2d1165(Pa.Commw.Ct.1999)
ThePennsylvaniaCommonwealthCourtheldthatalocalschoolboardlackedthestatutoryauthoritytoinstituteavoucherprogram.
continued from previous page
pennSylvania
Compelled Support Clause“[N]opersonshallbecompelledtofrequentortosupportanyreligiousworship,place, or ministry whatever, except in fulfillment of such person’s voluntary contract.…”rHode islAnd Const.Art.I,§3.
rhode iSland
RELEVANT CASE LAW
Rhode Island Federation of Teachers v. Norberg,630F.2d855(1stCir.1980)
The1stU.S.CircuitCourtofAppealsheldthataRhodeIslandstatuteallowingataxdeductionforeducationalexpensesviolatedtheEstablishmentClause.Thedeductionwasoverwhelminglyclaimedbyparentsofstudentsinparochialschools,whichmeantithadmorethananincidentaleffectontheadvancementofreligion,accordingtothecourt.Inaddition,ensuringthatonlysecularmaterialsweredeductedwouldresultinexcessiveentanglement.TheU.S.SupremeCourtlaterupheldasimilarprograminMinnesotainMueller v. Allen.
Exeter-West Greenwich Regional School District v. Pontarelli,460A.2d934(R.I.1983)
TheRhodeIslandSupremeCourtheldthatacommunitywasnotrequiredtopayfortheeducationofresidentstudentswhochose to attend religiously affiliated high schools because the communityhadalreadyprovidedforfreeeducationatcertainpublichighschoolsoutsidethecommunity.
Bowerman v. O’Connor,247A.2d82(R.I.1968)TheRhodeIslandSupremeCourtupheldatextbookloanprogramchallengedunderthestate’sCompelledSupportClause.ThecourtreasonedthatRhodeIsland’sCompelledSupportClauseisnomorerestrictivethanthefederalEstablishmentClauseandtheU.S.SupremeCourthadupheldasimilarprograminNewYorkinBoard of Education v. Allen.
General Finance Corp. v. Archetto,176A.2d73(R.I.1961)ExaminingfederalEstablishmentClausejurisprudence,theRhodeIslandSupremeCourtupheldastatutegrantingtaxexemptionforreligiousbuildingsagainstaFirstAmendmentchallenge.
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
RhodeIslandGeneralLawsSections16-77-1to16-77-11
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforRhodeIsland.GiventhatRhodeIslandcourtsadheretofederalEstablishmentClauseprecedentwheninterpretingthestate’sCompelledSupportClause,itislikelythattheZelmandecision,withitsdistinctionbetweenaidingstudentsandaidingtheschoolstheychoosetoattend,willbepersuasive.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
RhodeIslandGeneralLawsSection16-2-19
CorporateTaxCreditScholarshipsRhodeIslandGeneralLawsSections44-62-1to44-62-7
Blaine Amendment“NomoneyshallbepaidfrompublicfundsnorshallthecreditoftheStateorany of its political subdivisions be used for the direct benefit of any religious or otherprivateeducationalinstitution.”soutH CArolinA Const.Ann.Art.XI,§4.1
Education Article“TheGeneralAssemblyshallprovideforthemaintenanceandsupportofasystemoffreepublicschoolsopentoallchildrenintheStateandshallestablish,organizeandsupportsuchotherpublicinstitutionsoflearning,asmaybedesirable.”soutH CArolinA Const.Ann.Art.XI,§3.
1Priortoitsamendmentin1973,theBlaineAmendmentread:“ThepropertyorcreditoftheStateofSouthCarolina,orofanycounty,city,town,township,schooldistrict,orothersubdivisionofthesaidState,oranypublicmoney,fromwhateversourcederived,shallnot,bygift,donation,loan,contract,appropriation,orotherwise,beused,directlyorindirectly,inaidormaintenanceofanycollege,school,hospital,orphanhouse,orotherinstitution,societyororganization,ofwhateverkind,whichiswhollyorinpartunderthedirectionorcontrolofanychurchorofanyreligiousorsectariandenomination,societyororganization.”SouthCarolinaConst.Ann.Art.XI,§9.(repealed)
South carolina
RELEVANT CASE LAW
Durham v. McLeod, 192S.E.2d202,204(S.C.1972)2
TheSouthCarolinaSupremeCourtheldthatusingpublicmoneytoguaranteestudentloansforstudentsattendingprivateschoolsdidnotviolateSouthCarolina’sBlaineAmendmentbecausetheprogramisreligiouslyneutralandsupportshighereducation,notinstitutionsofhighereducation.ItwasonthatbasisthatthecourtdistinguisheditsholdinginHartness.
Hartness v. Patterson,179S.E.2d907(S.C.1971)3
TheSouthCarolinaSupremeCourtheldthatgivingpublictuitiongrantstostudentsattendingprivateschoolsviolatesSouthCarolina’sBlaineAmendmentbecausethere
2Decidedundersince-repealedversionoftheSouthCarolinaBlaineAmendmentthathadprohibited“directorindirect”aidtoparochialschools.
3Decidedundersince-repealedversionoftheBlaineAmendmentthathadprohibited“directorindirect”aidtoparochialschools.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
Interdistrict/VoluntarySouthCarolinaCodeAnnotatedSections59-63-45,59-63-490
SouthCarolinaCodeAnnotatedSections59-40-10to59-40-210
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforSouthCarolina.TheyarecompletelyconsistentwiththeSouthCarolinaConstitutionandrelevantSouthCarolinastatecourtdecisions.
In1973,SouthCarolinaamendeditsBlaineAmendmentbyeliminatingthebanon“indirect”fundingofprivateeducationalinstitutions.Accordingtotheauthoritative“WestCommittee,”1thechangereflected the framers’ intent to allow public funds to be used to assist studentswhoindependentlychoosetoattendprivateeducationalinstitutions,buttoprohibitdirectgovernmentsubsidizationofthoseinstitutions.
Fromtheschoolchoiceperspective,thischangeisimportantfortworeasons.First,avoucherprogramrepresentspreciselythetypeoffundingtheframersofthecurrentversionofitsBlaineAmendment(ArticleXI,Section4)wishedtoallow.Second,SouthCarolinaSupremeCourtcaseslikeHartness v. Patterson thatrejectthedistinctionbetweenaidtostudentsandaidtoinstitutionsarenolongervalid,astheywerepremisedonconstitutionallanguagethatwaslaterdeletedin order to allow student benefit programs.
Whencraftingschoolchoicelegislation,SouthCarolinalegislatorsmaywanttopatternitontheSouthCarolinaHigherEducationExcellenceEnhancementProgram,2whichdoesanexcellentjobofadheringtotherequirementsoftheSouthCarolinaConstitutionandthejurisprudenceofSouthCarolinacourts.Theprogramincludesadetailedlegislativefindings section that explicitly recognizes the role of private institutionsinhelpingthestatemeettheneedsoflow-incomeandeducationallydisadvantagedstudents.Additionally,fundsfortheprogramareappropriatedfromtheEducationLotteryAccount,andthereareexpressrulesgoverningtheiruse.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
1FinalReportoftheCommitteetoMakeaStudyoftheSouthCarolinaConstitu-tionof1895.
2SCCA2-77-10throughSCCA2-77-50.
voucherS tax creditS��
canbenodistinctionbetweengivingmoneytostudentsfortuitionandgivingmoneytoinstitutions.
2003 S.C. AG LEXIS 3(2003)TheSouthCarolinaAttorneyGeneralconcludedthatdistributingstatelotteryfundsdirectlyto“historicallyblackcolleges”—whetherornottheywerereligious—violatesSouthCarolina’sBlaineAmendment because it is a “direct benefit [to]certainprivateeducationalinstitutions.”
2003 S.C. AG LEXIS 42 (2003)TheSouthCarolinaAttorneyGeneralconcludedthatusinglotteryfundstocontractwithprivateschoolstoprovideeducationforlow-income,educationallydisadvantagedstudentscompliedwithSouthCarolina’sBlaineAmendmentbecausetheprogramwasreligiouslyneutral,wasexplicitlyintendedtohelpstudents,had findings to support that purpose, gavemoneythroughcontractsratherthanoutrightgrants,andlimitedthemannerinwhichthemoneycouldbespent.
continued from previous page
South carolina
Compelled Support Clause“[N]opersonshallbecompelledtoattendorsupportanyministryorplaceofworshipagainsthisconsentnorshallanypreferencebegivenbylawtoanyreligiousestablishmentormodeofworship.”soutH dAkotA Const.Art.VI,§3.
Blaine Amendments“No money or property of the state shall be given or appropriated for the benefit of anysectarianorreligioussocietyorinstitution.”soutH dAkotA Const.Art.VI,§3.
“Noappropriationoflands,moneyorotherpropertyorcreditstoaidanysectarianschoolshalleverbemadebythestate,oranycountyormunicipalitywithinthestate,norshallthestateoranycountyormunicipalitywithinthestateacceptanygrant,conveyance,giftorbequestoflands,moneyorotherpropertytobeusedforsectarianpurposes,andnosectarianinstructionshallbeallowedinanyschoolorinstitutionaidedorsupportedbythestate.”soutH dAkotA Const.Art.VIII,§16.
Other Relevant Provision“Notwithstandingtheprovisionsofsection3,ArticleVIandsection16,ArticleVIII,theLegislaturemayauthorizetheloaningofnonsectariantextbookstoallchildrenofschoolage.”soutH dAkotA Const.Art.VIII,§20.1
1 This provision was added to the South Dakota Constitution in 1986, and specifically negates theresultsintheElbeandMcDonaldcases.
South dakota
RELEVANT CASE LAW
Elbe v. Yankton Independent School District,372N.W.2d113(S.D.1985)
TheSouthDakotaSupremeCourtheldthatSouthDakota’stextbookloanprogramwasaviolationofSouthDakota’sBlaineAmendmentsanddeclinedtooverturnasimilarearlierrulinginMcDonald.
In re N. C. B. Careers,298N.W.2d526(S.D.1980)
TheSouthDakotaSupremeCourtheldthattaxexemptionsforreligiousinstitutionsarenotthefunctionalequivalentofappropriationsandthereforedonotviolateSouthDakota’sBlaineAmendments.Merelyrelievingthechurchofanobligationtosupportthestateisnotthesamethingasthestatesupportingthechurch.
McDonald v. School Board, 246N.W.2d93(S.D.1976)
Inholdingthatatextbookloanprogramwasunconstitutional,theSouthDakotaSupreme
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: No
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
IntradistrictandInterdistrict/mandatorySouth Dakota Codified Laws Sections 13-28-30to13-28-49
Interdistrict/mandatorySouth Dakota Codified Laws Sections 13-28-21to13-28-23
AtaxcreditprogramisthebestschoolchoiceoptionforSouthDakotagiventherestrictiveinterpretationofthestate’sreligionclauses.TheSouthDakotaSupremeCourthasexplicitlyrejectedthedistinctionbetweenaidingstudentsandaidingtheschoolstheychoosetoattend.AlthoughArticleVIII,Section20waslaterenactedtoauthorizetextbookloanstoprivateschoolstudents,theSouthDakotaSupremeCourtcasesthatpromptedtheamendmentarestillgoodlawoutsidethecontextoftextbookloanprograms.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
CourtconcludedthatSouthDakota’sBlaineAmendmentswereintendedtoprohibitineveryform,whetherasagiftorotherwise,theappropriationofthepublicfundsforthebenefit of or to aid any sectarian school or institution.
South Dakota High School Interscholastic Activities Association v. St. Mary’s Inter-Parochial High School,141N.W.2d477(S.D.1966)
Inholdingthatprivateschoolscanjoinapublichighschoolathleticassociationand play on public school fields, the South DakotaSupremeCourtreasonedthatthestate’sCompelledSupportClauseandBlaineAmendmentswerenotintendedtopermitgovernmentdiscriminationagainstitscitizensbasedonreligion.
State ex rel. Finger v. Weedman,226N.W.348(S.D.1929)
TheSouthDakotaSupremeCourtheldthatthestateschoolboardmaynotcompelstudentstoreadfromtheKingJamesBiblebecausedoingsoviolatesreligiousfreedomestablishedbyfederalandSouthDakotaconstitutions.
Synod of Dakota v. State,50N.W.632(S.D.1891)TheSouthDakotaSupremeCourtheldthatthestatewasnotobligatedtopayforeducationalservicesprovidedbyareligiousschoolbecausedoingsowouldviolateSouthDakota’sBlaineAmendments.Thecourtprovidedadetailedanalysisof what it means to “benefit” or “aid” a sectarianinstitutionandexplicitlyrejectedadistinctionbetweenaidingstudentsandaidingschools.
1992 Opinion Attorney General S.D. 69,Op.No.92-04
SouthDakotaAttorneyGeneralopinedthatanystatuterequiringthetransportationofprivateschoolstudentsonpublicschoolbuseswouldviolateSouthDakota’sBlaineAmendments because the benefits received bytheprivateschoolswouldbemorethan“incidental.”
continued from previous page
South dakota
Compelled Support Clause“[T]hatnomancanofrightbecompelledtoattend,erect,orsupportanyplaceofworship,ortomaintainanyministeragainsthisconsent.…”tennessee Const.Art.I,§3.
tenneSSee
RELEVANT CASE LAW
Americans United for Separation of Church & State v. Blanton,433F.Supp.97(M.D.Tenn.1977),aff’d,434U.S.803(1977)
AfederaldistrictcourtheldthatTennessee’sStudentAssistanceProgramdoesnotviolatetheEstablishmentClauseoftheFirstAmendmentbecausemoneyispaiddirectlytothestudentratherthantheinstitutionandwithoutreferencetothepublicorprivatenatureoftheschool.
Americans United for Separation of Church & State v. Dunn,384F.Supp.714(M.D.Tenn.1974),vacated,Blanton v. Americans United for Separation of Church & State,421U.S.958(1975)
AfederaldistrictcourtheldthatTennessee’sTuitionGrantProgramviolatestheEstablishmentClauseoftheFirstAmendmentbecausemoneyispaiddirectlytotheschoolastudentchoosestoattendwithnolimitsonthemannerinwhichthatmoneycanbeused.WhilethecasewasonappealtotheU.S.SupremeCourt,theTennesseeLegislatureamendedtheprogram,leadingtheSupremeCourttovacatethedecisionandremandittothelowercourt.TheLegislaturethenrepealedthewholestatuteandreplaceditwiththeTennesseeStudentAssistanceProgram,whichwasupheldbytheU.S.SupremeCourtin1977inAmericans United for Separation of Church & State v. Blanton.
Carden v. Bland,288S.W.2d718(Tenn.1956)TheTennesseeSupremeCourtheldthatreadingBiblepassagesandrecitingtheLord’sPrayerdidnotamounttotheestablishmentofastatereligion.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
TennesseeCodeAnnotatedSections49-13-101to49-13-127
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforTennessee.ItsConstitutioncontainsnoBlaineAmendmentanditsCompelledSupportClausehasreceivedlittlejudicialattention.InCarden,theTennesseeSupremeCourtnotedthatTennessee’sCompelledSupportClauseandtheFirstAmendmentwerepracticallysynonymous.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Intradistrict/mandatoryTennesseeCodeAnnotatedSection49-1-602
IntradistrictandInterdistrict/voluntaryTennesseeCodeAnnotatedSections49-6-3104to49-6-3105
Compelled Support Clause“Nomanshallbecompelledtoattend,erectorsupportanyplaceofworship,ortomaintainanyministryagainsthisconsent.”texAs Const.Art.I,§6.
Blaine Amendments“No money shall be appropriated, or drawn from the Treasury for the benefit of anysect,orreligioussociety,theologicalorreligiousseminary;norshallpropertybelongingtotheStatebeappropriatedforanysuchpurposes.”texAs Const.Art.I,§7.
“Thepermanentschoolfundandtheavailableschoolfundmaynotbeappropriatedtoorusedforthesupportofanysectarianschool.”texAs Const.Art.VII,§5(c).
Education Article
“Ageneraldiffusionofknowledgebeingessentialtothepreservationofthelibertiesandrightsofthepeople,itshallbethedutyoftheLegislatureoftheStatetoestablishandmakesuitableprovisionforthesupportandmaintenanceofanefficient system of public free schools.” texAs Const.Art.VII,§1.
texaS
RELEVANT CASE LAW
Church v. Bullock, 109S.W.115(Tex.1908)TheTexasSupremeCourtheldthatreadingfromtheKingJamesBibleandrecitingtheLord’sPrayerdidnotturnaTexaspublicschoolintoa“sectarian”institutionbecausebotharecriticaltodevelopingstudents’moralfaculties.
1975 Tex. AG LEXIS 285, LetterAdvisoryNo.105TheTexasAttorneyGeneralconcludedthatdistributionofstate-ownedtextbookstoprivateschoolpupilswouldnotviolateaBlaineAmendment(ArticleI,Section7)oftheTexasConstitutionbecauseitwouldprovideonly“minimal benefits to the sectarian activities of nonpublicschools.”
1973 Tex. AG LEXIS 231, 15-16OpinionNoH-66TheTexasAttorneyGeneralconcludedthatprovidingpublicfundstoparochialschoolsthroughtuitionequalizationgrantsunderareligiouslyneutralprogramisnotinherentlyunconstitutionalundertheTexasConstitutionbecausealthoughTexas’secondBlaineAmendment(ArticleVII,Section5)“prohibitsaidtosects[,]”“notalldenominationalinstitutionsaresectarianintheconstitutionalsense.”
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
TexasEducationCodeAnnotatedSections12.001to12.156
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforTexas.ThefewinterpretationsofTexas’BlaineAmendmentsanditsCompelledSupportClausethatexistdonoprohibitprovidingaidtoparentstoenablethemtoselectpublicorprivateschoolsfortheirchildren.Suchprogramsmustbefundedbysourcesotherthanthepermanentandavailable school funds defined in the education article of the TexasConstitution.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Intradistrict/mandatoryandInterdistrict/voluntaryTexasEducationCodeAnnotatedSections29.201to29.204
Intradistrict/voluntaryTexasEducationCodeAnnotatedSections25.031to25.034,25.035to25.039
Blaine Amendments“[N]opublicmoneyorpropertyshallbeappropriatedfororappliedtoanyreligiousworship,exerciseorinstruction,orforthesupportofanyecclesiasticalestablishment.”utAH Const.Art.I,§4.
“NeitherthestateofUtahnoritspoliticalsubdivisionsmaymakeanyappropriationforthedirectsupportofanyschooloreducationalinstitutioncontrolledbyanyreligiousorganization.”utAH Const.Art.X,§9.
Education Articles“TheLegislatureshallprovidefortheestablishmentandmaintenanceofthestate’seducationalsystem,including:(a)apubliceducationsystem,whichshallbeopentoallchildrenofthestate;and(b)ahighereducationsystem.Bothsystemsshallbefreefromsectariancontrol.”utAH Const.Art.X,§1.
“ThepubliceducationsystemshallincludeallpublicelementaryandsecondaryschoolsandsuchotherschoolsandprogramsastheLegislaturemaydesignate.…”utAH Const.Art.X,§2.
“(1)ThereisestablishedapermanentStateSchoolFundwhichshallconsistofrevenuefromthefollowingsources:(a)proceedsfromthesalesofalllandsgrantedbytheUnitedStatestothisstateforthesupportofthepublicelementaryandsecondaryschools;(b)5%ofthenetproceedsfromthesalesofUnitedStatespubliclandslyingwithinthisstate;(c)allrevenuesderivedfromnonrenewableresourcesonstatelands,otherthan sovereign lands and lands granted for other specific purposes;(d)allrevenuesderivedfromtheuseofschooltrustlands;(e)revenuesappropriatedbytheLegislature;and(f)otherrevenuesandassetsreceivedbythefundunderanyotherprovisionoflaworbybequestordonation.
(2)(a)TheStateSchoolFundprincipalshallbesafelyinvestedandheldbythestateinperpetuity.(b)OnlytheinterestanddividendsreceivedfrominvestmentoftheStateSchoolFundmaybeexpendedforthesupportofthepubliceducationsystem as defined in Article X, Section 2 of this constitution …
(3)ThereisestablishedaUniformSchoolFundwhichshallconsistofrevenuefromthefollowingsources:(a)interestanddividendsfromtheStateSchoolFund;(b)revenuesappropriatedbytheLegislature;and(c)otherrevenuesreceivedbythefundunderanyotherprovisionoflaworbydonation.
(4)TheUniformSchoolFundshallbemaintainedandusedforthesupportofthe state’s public education system as defined in Article X, Section 2 of this constitutionandapportionedastheLegislatureshallprovide.”utAH Const.Art.X,§5.
“(5)Allrevenuefromtaxesonintangiblepropertyorfromataxonincomeshallbeusedtosupportthesystemsofpubliceducationandhighereducationasdefined in Article X, Section 2.” utAH Const.Art.XIII,§5.
utah voucherS tax creditS�9
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
Intradistrict/mandatoryUtahCodeAnnotatedSection53A-2-213
Interdistrict/mandatoryUtahCodeAnnotatedSections53A-2-207to212
UtahCodeAnnotatedSections53A-1a-501to514
CarsonSmithScholarshipsforSpecialNeedsStudentsUtahCodeAnnotatedSections53A-1a-701to710
ParentsforChoiceinEducationAct(universalvouchers)UtahCodeAnnotated195353A-1a-801through811
BothtaxcreditsandvoucherprogramsareschoolchoiceoptionsforUtah.TheyarecompletelyconsistentwiththeUtahConstitutionandrelevantUtahstatecourtdecisions.
InitsmostthoroughanalysisofthemoregeneraloftheUtahConstitution’sBlaineAmendments(ArticleI,Section4)todate,theUtahSupremeCourtheldinWhitehead thatifpublic“moneyorpropertyareprovidedonanondiscriminatorybasis”andtheyare“equallyaccessibletoall,”thegovernmentprogramatissuecomplieswiththeUtahConstitution.Avoucherprogram,inwhichstudentsusepubliclyfundedscholarshipstoattendprivate,religiousorpublicschools of their choice, undoubtedly satisfies those requirements.
Legislatorsshouldstressthatthepurposeofthevoucherprogramistoexpandeducationalopportunitiesonanon-discriminatorybasis,andthat the public funds used for vouchers are not for the benefit of the schoolsthatchildrendecidetoattend,butforthechildrenthemselves.Inaddition,iffundsderivedfromtheincometaxareused,theLegislature should be sure to state that publicly financed scholarship programsareapartofthepubliceducationsystemundertheeducationarticle(ArticleX,Section2).
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS�0
RELEVANT CASE LAW
Society of Separationists, Inc. v. Whitehead, 870P.2d916(Utah1993)
TheUtahSupremeCourtheldthattheSaltLakeCityCouncil’spolicyofopeningmeetingswiththePledgeofAllegianceand prayer does not offend the first Blaine Amendment(ArticleI,Section4)oftheUtahConstitutionbecausepublicfundswerenotusedtodirectlyaidanyparticularreligion.
continued from previous page
utah
Compelled Support Clause“[A]ndthatnopersonoughtto,orofrightcanbecompelledtoattendanyreligiousworship,orerectorsupportanyplaceofworship,ormaintainanyminister,contrarytothedictatesofconscience.…”vermont Const.Ch.I,Art.3.
vermont
RELEVANT CASE LAW
Chittenden Town School District v. Vermont Department of Education,738A.2d539(Vt.),cert. denied,528U.S.1066(1999)
TheVermontSupremeCourtheldthatpermittingparentsin“tuitioning”towns—wherethetownpaystuitiontotheparent’sschoolofchoiceinsteadofmaintainingpublicschools—tochoosereligiousschoolsviolatedtheVermontConstitution’sCompelledSupportClausebecausetherearenorestrictionstoensurethatstatefundswouldnotsupportreligiousworship.
Campbell v. Manchester Board of School Directors,641A.2d352(Vt.1994)
NotingchangesinFirstAmendmentjurisprudence,theVermontSupremeCourtheldthatrequiringalocalschooldistricttoreimburseaparentwhosenthischildtoaparochialschooldidnotviolatetheFirstAmendment.ThedecisionoverrulesSwart v. South Burlington Town School District,167A.2d514(Vt.1961),whichheldtheopposite.
Vermont Educational Buildings Financing Agency v. Mann,247A.2d68(Vt.1968)
TheVermontSupremeCourtheldthatastatuteallowingastateagencytoissuetax-exempt revenue bonds to finance constructionofbuildingsonbehalfofprivatecollegesanduniversitiesneitheradvancednorinhibitedreligionandthereforedidnotviolatetheFirstAmendment.
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: No
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
TownTuitioningSystem(excludesreligiousschools)VermontStatutesAnnotatedTitle16,Sections166,821-836
TaxcreditsareVermont’sbestschoolchoiceoption.ItsConstitutioncontainsaCompelledSupportClausethattheVermontSupremeCourthasreadtoexcludeparentswhochoosereligiousschoolsfromparticipatinginthecurrentvoucherprogram.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
Interdistrict/voluntaryVermontStatutesAnnotatedTitle16,Section1093
Compelled Support Clause“Nomanshallbecompelledtofrequentorsupportanyreligiousworship,place,orministrywhatsoever.…”virGiniA Const.Art.I,§16.
Blaine Amendment“TheGeneralAssemblyshallnotmakeanyappropriationofpublicfunds,personalproperty,orrealestatetoanychurchorsectariansociety,oranyassociationorinstitutionofanykindwhateverwhichisentirelyorpartly,directlyorindirectly,controlledbyanychurchorsectariansociety.…”virGiniA Const.Art.IV,§16.
Education Articles“TheGeneralAssemblyshallprovideforthecompulsoryelementaryandsecondaryeducationofeveryeligiblechildofappropriateage,sucheligibilityandagetobedeterminedbylaw.Itshallensurethattextbooksareprovidedatnocost to each child attending public school whose parent or guardian is financially unabletofurnishthem.”virGiniA Const.Art.VIII,§3.
“Thesupervisionofschoolsineachschooldivisionshallbevestedinaschoolboard,tobecomposedofmembersselectedinthemanner,fortheterm,possessingthequalifications, and to the number provided by law.” virGiniA Const.Art.VIII,§7.
“NoappropriationofpublicfundsshallbemadetoanyschoolorinstitutionoflearningnotownedorexclusivelycontrolledbytheStateorsomepoliticalsubdivision thereof; provided, first, that the General Assembly may, and the governingbodiesoftheseveralcounties,citiesandtownsmay,subjecttosuchlimitationsasmaybeimposedbytheGeneralAssembly,appropriatefundsforeducationalpurposeswhichmaybeexpendedinfurtheranceofelementary,secondary,collegiateorgraduateeducationofVirginiastudentsinpublicandnonsectarianprivateschoolsandinstitutionsoflearning,inadditiontothoseownedorexclusivelycontrolledbytheStateoranysuchcounty,cityortown;second,thattheGeneralAssemblymayappropriatefundstoanagency,ortoaschoolorinstitutionoflearningownedorcontrolledbyanagency,createdandestablishedbytwoormoreStatesunderajointagreementtowhichthisStateisapartyforthepurposeofprovidingeducationalfacilitiesforthecitizensoftheseveralStatesjoininginsuchagreement;third,thatcounties,cities,townsanddistrictsmaymakeappropriationstononsectarianschoolsofmanual,industrialortechnicaltrainingandalsotoanyschoolorinstitutionoflearningownedorexclusivelycontrolledbysuchcounty,city,townorschooldistrict.”virGiniA Const.Art.VIII,§10.
“TheGeneralAssemblymayprovideforloansto,andgrantstooronbehalfof, students attending nonprofit institutions of higher education in the Commonwealthwhoseprimarypurposeistoprovidecollegiateorgraduateeducationandnottoprovidereligioustrainingortheologicaleducation.…”virGiniA Const.Art.VIII,§11.
virginia
RELEVANT CASE LAW
Phan v. Virginia,806F.2d516(4thCir.1986)The4thU.SCircuitCourtofAppealsheldthatnothingintheVirginiaConstitutionpreventsthestatefromreimbursingadisabled
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: YesPublicSchoolChoice: No
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
VirginiaCodeAnnotatedSections22.1-212.5to22.1-212.16
TaxcreditprogramsareVirginia’sbestschoolchoiceoption.
*Virginia’sConstitutioncontainsanexpressprovisionallowingpubliclyfundedvouchersatprivate,non-religiousschools.However,theInstituteforJusticeregardsexcludingthechoiceofreligiousschoolsasquestionableconstitutionallyundertheFirstAmendmentandEqualProtectionClauses.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
studentattendinganout-of-statereligiouscollegeforincidentallivingexpenses.
Virginia College Building Authority v. Lynn,538S.E.2d682(Va.2000)
TheVirginiaSupremeCourtheldthatissuingbondsonbehalfofreligiousinstitutionsdidnotviolateVirginia’sCompelledSupportClausebecauseitdidnotresultingovernmentalindoctrination,itdeterminedeligibilityforaidneutrally,andanyfundsreceivedstemmedfromtheprivatechoicesofinvestors,notthegovernment.
Miller v. Ayres,191S.E.2d261(Va.1972)TheVirginiaSupremeCourtquestionedthecontinuedvalidityofAlmondgiventhe1956and1971rewritesofthestate’sBlaineAmendment,whichthecourtencouragedinAlmond.Nevertheless,thecourtheldthat“loans”giventostudentswithoutanyrequirementforrepaymentorpublicserviceamountedto“gifts”andgiftsarenotwithinthetermsallowedbyoneofVirginia’seducationprovisions(ArticleVIII,Section11).
Almond v. Day,89S.E.2d851(Va.1955)TheVirginiaSupremeCourtheldthatusingpublicfundstopaytheprivateschooleducationcostsforveterans’childrenviolatedtheVirginiaConstitution.Byenablingtheattendanceofstudentswhowouldlikelynotbethereotherwise,theprogramprovidedimpermissiblesupporttothereligiousschoolstheychose.
1995 Va. AG LEXIS 61(Va.AG1995)TheVirginiaAttorneyGeneralopinedthatnothingintheVirginiaConstitutionprohibitsbusingofprivateschoolstudents,includingthoseattendingreligiousschools.
1994 Va. AG LEXIS 1(Va.AG1994)TheVirginiaAttorneyGeneralopinedthattheVirginiaConstitutionwouldpermitavoucherprogramthatincludedprivateschools,butnotreligiousschools.
continued from previous page
virginia
Blaine Amendments“Nopublicmoneyorpropertyshallbeappropriatedfororappliedtoanyreligiousworship,exerciseorinstruction,orthesupportofanyreligiousestablishment.…”wAsHinGton Const.Art.I,§11.
“Allschoolsmaintainedorsupportedwhollyorinpartbythepublicfundsshallbe forever free from sectarian control or influence.” wAsHinGton Const.Art.IX,§4.
Education Article“Thelegislatureshallprovideforageneralanduniformsystemofpublicschools.”wAsHinGton Const.Art.IX,§2.
waShington
RELEVANT CASE LAW
Locke v. Davey,540U.S.712(2004)TheU.S.SupremeCourtupheldWashingtonstate’sexclusionofatheologymajorfromastate-fundedcollegescholarshipprogram.TheCourtheldthatWashingtoncouldjustifythisexclusionasawaytoavoidanunconstitutionalestablishmentofreligionunderthestateConstitution.Importantly,theCourtcarvedoutonlyanarrowexception—publicfundingforthereligioustrainingofclergy—tothegeneralrulerequiringequaltreatmentofreligiousandnon-religiousoptions.Indeed,thescholarshipprogramallowedstudentstoselectreligiousschools,aswellaspublicandnon-religiousprivateschools,muchlikeK-12schoolchoiceprograms.Itonlyexcludedstudentsactuallytrainingtobeministers.
Garnett v. Renton School District No. 403,987F.2d641,646(9thCir.1993)
The9thU.S.CircuitCourtofAppealsheldthatthefederalEqualAccessActprovidesreligiousstudentgroupsanequalrighttouseschoolgroundsonthesamebasisasotherclubs.WashingtonarguedthatitsstateConstitutionwoulddenysuchequalaccess,butthecourtheldthatstatelawmustyieldtofederallaw.
State ex rel. Gallwey v. Grimm,48P.3d274(Wash.2002)
TheWashingtonSupremeCourtheldthatastateeducationalgrantprogramfor“placebound”students—those who the state identified as not
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: No
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
Intradistrict/mandatoryWashingtonRevisedCodeSection28A.225.270
Interdistrict/mandatoryWashingtonRevisedCodeSections28A.225.220to28A.225.240,28A.225.280to28A.225.310
continued on next page
voucherS tax creditS��
likelytocompleteafour-yeardegreewithoutpublic financial assistance—that included religiousschoolsdoesnotviolateWashington’sfirst Blaine Amendment (Article I, Section 11) becausetheprogramwasnotintendedtoaidreligiousschools.Theprogramstipulatesthatparticipatingstudentsmaynotselectschoolsthatrequirereligiousinstructionorworship.Additionally,thecourtheldthatWashington’sotherBlaineAmendment(ArticleIX,Section4)didnotapplytoinstitutionsofhighereducation.
Malyon v. Pierce County,935P.2d1272(Wash.1997)TheWashingtonSupremeCourtheldthatasheriff’sdepartment’schaplaincyprogramdoesnot violate Washington’s first Blaine Amendment (ArticleI,Section11)becausethechaplainsarenotpaidfortheirtime.
Witters v. Commission for Blind,717P.2d1119(Wash.1989)
TheWashingtonSupremeCourtheldthatWashington’s first Blaine Amendment (Article I,Section11)preventedthestatefromusingpublicfundstopayforahandicappedstudent’sseminarystudies.
Higher Education Facilities Authority v. Gardner,699P.2d1240(Wash.1985)
InaccordancewithitsholdinginSpellman,theWashingtonSupremeCourtheldthatgrantingtax-exemptrevenuebondproceedstoreligiouscollegesdidnottransferpublicfundsorpropertytoasectarianinstitution.Forthatreason, Washington’s first Blaine Amendment (ArticleI,Section11)didnotapply.
Health Care Facilities Authority v. Spellman,633P.2d866(Wash.1981)
Inupholdingastatutethatprovidedtax-exemptbond proceeds for nonprofit hospitals, the WashingtonSupremeCourtheldthatalthoughthebondswereenabledbyapublicbody,“themoneywasnotacquiredeitherfororfromthegeneralpublic”andthereforedidnotviolateWashington’s first Blaine Amendment (Article I, Section11).
Calvary Bible Presbyterian Church v. Board of Regents,436P.2d189(Wash.1967)
TheWashingtonSupremeCourtheldthat
continued from previous page
waShington
continued on next page
AtaxcreditprogramisWashington’sbestschoolchoiceoption.TheWashingtonConstitutioncontainsBlaineAmendmentlanguageintwoprovisions.BothhavebeeninterpretedbytheWashingtonSupremeCourtasbeingmorerestrictivethantheirfederalEstablishmentClausecounterpart.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
voucherS tax creditS��
whenpublicschoolstudentsreadtheBibleasapieceofliteratureamongotherworksinaclassrequiredforgraduation,itdoesnotviolateeitherofWashington’sBlaineAmendments.Theclassimposesnoreligiousorsectarianmessageonitsstudents.
Perry v. School District No. 81,344P.2d1036(Wash.1954)
TheWashingtonSupremeCourtheldthatallowingreligiousgroupstodistributeattendancecardsandmakeannouncementsaboutthereleased-timeprogramonpublicschoolgroundsisauseofschoolfacilitiessupportedbypublicfundsforthepromotionofareligiousprogramandthereforeviolatesWashington’s first Blaine Amendment (Article I, Section11).
Mitchell v. Consol. School District,135P.2d79(Wash.1943);see also Visser v. Nooksack Valley Sch. Dist.,207P.2d198(Wash.1949)
TheWashingtonSupremeCourtstruckdownatransportationprogramforprivateschoolstudents.ThecourtsaidtheprogramviolatedWashington’sBlaineAmendmentsbecausethepublicwouldincursomeadditionalexpenseifprivateschoolstudentsweretransportedonpublicschoolbuses.
Saucier v. Employment Security Department,954P.2d285(Wash.Ct.App.1998)
TheWashingtonCourtofAppealsheldthatalthoughtheSalvationArmyshouldbetreatedasachurchanditsreceiptofappropriatedgrantsanditsexemptionfrompayingunemploymentinsurancetaxesconfer“appropriated”fundsandbenefits, such an appropriation does not violate Washington’s first Blaine Amendment (Article I, Section11)becausethestate’spurposeindoingsoistofundaseculardrugtreatmentprogram.
continued from previous page
waShington
Compelled Support Clause“[A]ndthelegislatureshallnotprescribeanyreligioustestwhatever,orconferanypeculiarprivilegesoradvantagesonanysectordenomination,orpassanylawrequiringorauthorizinganyreligioussociety,orthepeopleofanydistrictwithinthisState,tolevyonthemselves,orothers,anytaxfortheerectionorrepairofanyhouseforpublicworship,orforthesupportofanychurchorministry,butitshallbeleftfreeforeverypersontoselecthisreligiousinstructor,andtomakeforhissupport,suchprivatecontractasheshallplease.”west virGiniA Const.Art.III,§15.
weSt virginia
RELEVANT CASE LAW
Cooper v. Board of Education,478S.E.2d341(W.Va.1996)TheWestVirginiaSupremeCourtheldthatthe14thAmendment’sEqualProtectionClausewasnotviolatedwhenthestatestoppedtransportingprivateschoolstudentsatpublicexpense.Thestatemaytreatpublicandprivateschoolstudentsdifferentlywhenallottingstate education funds if it has a valid financial reason for doing so.
Janasiewicz v. Board of Education,299S.E.2d34(W.Va.1982)AcknowledgingchangesinfederalEqualProtectionjurisprudence,theWestVirginiaSupremeCourtheldthatfailingtoprovidetransportationtoprivateschoolstudentswasnotaviolationofthe14th Amendment. However, the court reaffirmed its earlier conclusionthatschoolboardswererequiredbystatutetoprovideeithertransportationoranequivalentstipendtoprivateschoolstudentsandthatdoingsodidnotconstituteaviolationoftheFirstAmendmentandWestVirginia’sCompelledSupportClause.
State ex rel. Hughes v. Board of Education,174S.E.2d711(W.Va.1970),cert. denied,403U.S.944(1971)
TheWestVirginiaSupremeCourtheldthatacountyschoolboard’srefusaltotransportCatholicschoolstudentsonitsbusesviolatedtheprovisionsofaWestVirginiastatuterequiringittotransport“allchildrenofschoolage.”Itthenwentfurtherandheldthattheschoolboard’spolicydeprivesCatholicchildrenandtheirparentsoftheirrightofreligiousfreedominviolationoftheprovisionsoftheFirstAmendmentandevenmoreclearlyinviolationofthecomprehensiveprovisionsoftheCompelledSupportClause.
Gissy v. Board of Education,143S.E.111(W.Va.1928)TheWestVirginiaSupremeCourtrequiredapublicschoolboardtoreimburseparentswhocompliedwithWestVirginia’smandatoryeducationstatutebysendingtheirchildrentoaprivate,parochialschoolbecausenopublichighschoolexistedintheirdistrict.Theschoolboardhadarguedthatitwasonlyrequiredtoreimburseforpublicschooltuition.
voucherS tax creditS��
PrivateSchoolChoice: No
CharterSchools: No
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforWestVirginia.TheWestVirginiaSupremeCourthasgenerallyinterpreteditsCompelledSupportClauseinaparallelfashiontotheFirstAmendment,andthereisnoindicationinitscaselawthatitwouldnotapplyZelmantoupholdastatevoucherprogram.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
Intradistrict/mandatoryWestVirginiaCodeSection18-2E-5k
Intradistrict/voluntaryWestVirginiaCodeSection18-5-16
Interdistrict/voluntaryWestVirginiaCodeSection18-5-16a
Compelled Support Clause“[N]orshallanypersonbecompelledtoattend,erectorsupportanyplaceofworship,ortomaintainanyministry,withoutconsent.…”wisConsin Const.Art.I,§18.
Blaine Amendment“[N]or shall any money be drawn from the treasury for the benefit of religious societies,orreligiousortheologicalseminaries.”wisConsin Const.Art.I,§18.
Education Articles“[AsamendedApril1972]Thelegislatureshallprovidebylawfortheestablishmentofdistrictschools,whichshallbeasnearlyuniformaspracticable;andsuchschoolsshallbefreeandwithoutchargefortuitiontoallchildrenbetweentheagesof4and20years;andnosectarianinstructionshallbeallowedtherein.…”wisConsin Const.Art.X,§3.
“Provisionshallbemadebylawfortheestablishmentofastateuniversity…andnosectarianinstructionshallbeallowedinsuchuniversity.”wisConsin Const.Art.X,§6.
wiSconSin
RELEVANT CASE LAW
Freedom from Religion Foundation, Inc. v. McCallum,324F.3d880(7thCir.2003)
The7thU.S.CircuitCourtofAppealsheldthatthestate’scontractwithaChristian“halfwayhouse”didnotviolatetheEstablishmentClausebecauseprisonerswereabletochoosethatparticularprogramfromarangeofother,secularoptionsandprisonerswerenotpressuredtobeChristianorconverttoChristianitybeforeparticipating.Thecourtcomparedthe“halfwayhouse”programtotheeducationvouchersatissueinZelmanandconcludedthatneitherprovidedunconstitutionalsupporttoreligion.
Freedom From Religion Foundation, Inc. v. Bugher,55F.Supp.2d962(W.D.Wis.1999)
Afederaldistrictcourtheldthatthestate’ssubsidizationofInternetwiringatareligiousschooldoesnotviolatetheEstablishmentClausebecauseallschoolsareeligibleforsubsidies,withoutregardtowhethertheyarereligiouslyaffiliated, because the telecommunications conduitsprovidedareneutralastoinformationpassing through them, benefits flowing to religiousschoolsaresmallrelativetothetotalprogram,andreligiousschoolsarenotbeingrelievedofburdentheypreviouslybore,astheywouldnotbeparticipatinginthisparticularInternetlinkagebutfortheavailabilityofsubsidy.
voucherS tax creditS��
PrivateSchoolChoice: Yes
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
continued on next page
IntradistrictandInterdistrict/voluntaryWisconsinStatutesSection121.85
Interdistrict/mandatoryWisconsinStatutesSections118.51,118.52,121.58
MilwaukeeParentalChoiceProgramWisconsinStatutesSection119.23
WisconsinStatutesSection118.40
voucherS tax creditS�9
Vincent v. Voight,614N.W.2d388(Wis.2000)In a suit challenging the state’s school finance system,theWisconsinSupremeCourtheldthatitseducationprovisionrequiringuniformpublicschools(ArticleX,Section3)relatedtothecharacterofinstructionofferedinthepublicschools,andnotthesize,boundariesorcompositionoftheschooldistricts.Theclausedoesnotrequireabsoluteuniformityineithereducationalofferingsorper-pupilexpendituresamongschooldistricts.
Jackson v. Benson,578N.W.2d602(Wis.),cert. denied,525U.S.997(1998)
TheWisconsinSupremeCourtheldthattheMilwaukeeParentalChoiceProgramdoesnotviolateeitherthestate’sCompelledSupportClauseoritsBlaineAmendmentbecausestudentsarenotcompelledtoattendreligiousschools and any benefits to such schools are incidental. The court also affirmed the conclusionsofDavis,anearlieruniformitychallengetotheschoolchoiceprogram.
Davis v. Grover,480N.W.2d460(Wis.1992)TheWisconsinSupremeCourtupheldtheMilwaukeeParentalChoiceProgramfromalegalchallengeunderWisconsin’s“uniformityprovision”(ArticleX,Section3).Thecourtalsorejectedopponents’claimthattheprogramviolatedArticle4,Section18oftheWisconsinConstitution,aprohibitiononprivateorlocalbills.
State ex rel. Wisconsin Health Facilities Authority v. Lindner,280N.W.2d773(Wis.1979)
TheWisconsinSupremeCourtheldthattheWisconsinHealthFacilitiesAuthority,whichwascreatedtoimprovehealthcareservicesbyprovidingtax-exemptbondstoCatholichospitals,amongothers,doesnotviolateWisconsin’sCompelledSupportClauseorBlaine Amendment because the aid flows predominantlytothesecularaspectsofhealthcareandthereforedoesnothavetheprimaryeffectofadvancingreligion.
State ex rel. Holt v. Thompson,225N.W.2d678(Wis.1975)
TheWisconsinSupremeCourtheldthata“releasedtimestatute,”whichallowsstudents
continued from previous page
wiSconSin
continued on next page
voucherS tax creditS90
toleaveschoolforpartofthedaytoreceivereligiousinstruction,doesnotviolatetheEstablishmentorEqualProtectionclausesoftheU.S.ConstitutionorthefreedomofworshipordistrictschoolsectionsoftheWisconsinConstitution.Studentsonlyleaveandprayiftheywanttoandnopublicfundsareusedtoaccommodatethosewhodo.
State ex rel. Warren v. Nusbaum,219N.W.2d577(Wis.1974)
TheWisconsinSupremeCourtheldthatthestatemaycontractwithprivateinstitutionstoprovideeducationalservicesfordisabledchildrenwithoutviolatingtheFirstAmendmentorWisconsin’sCompelledSupportClauseorBlaineAmendmentbecausetheprimaryeffectofthecontractwasnottheadvancementofreligion,buttheprovisionofeducationalservicestohandicappedkids.
State ex rel. Reynolds v. Nusbaum,115N.W.2d761(Wis.1962)
Seeingnodifferencebetweenaidingstudentsandaidingtheinstitutionthosestudentschoosetoattend,theWisconsinSupremeCourtheldthattransportingprivateschoolstudentsonpublicschoolbusesviolatedWisconsin’sBlaineAmendment.Althoughthecourtconcededthatthestatemayindirectlyaidreligiousgroupsbyproviding fire and police protection, it struck thisstatutebecause,thecourtsaid,ithadthepracticaleffectofsinglingoutaparticularreligious group for special benefits.
State ex rel. Conway v. District Board of Joint School District,156N.W.477(Wis.1916)
TheWisconsinSupremeCourtheldthatWisconsinpublicschoolsmayholdtheirgraduationceremoniesinlocalchurcheswithoutviolatingthestateConstitution’sreligionclausesoritseducationprovisions.Taxpayerswerenotcompelledtopayforuseofthechurchortheservicesofthepriestwhogavethenonsectarianintroductoryprayer.Additionally,noreligiousinstructionoccurredduringtheceremonyandnodenominationwasfavoredoverothers.
continued from previous page
BothtaxcreditandvoucherprogramsareschoolchoiceoptionsforWisconsin.ItsConstitutioncontainsaCompelledSupportClauseandaBlaineAmendment,buttheWisconsinSupremeCourtinterpretsbothinaccordancewithfederalEstablishmentClausejurisprudence.EvenbeforeZelman,theWisconsinSupremeCourtupheldthegroundbreakingMilwaukeeParentalChoiceProgramfromalegalchallengeundertheFirstAmendmentandWisconsin’sCompelledSupportClauseandBlaineAmendment.TheWisconsinSupreme Court also rejected the first-ever “uniformity” challenge toaschoolchoiceprogram,holdingthatwhiletheLegislatureisrequiredtoprovidepublicschoolingtoall,itcanalsoofferadditionaleducationalopportunitiesoutsidethetraditionalpublicschoolsystem.
Model Legislation: Parental Choice Scholarship Program (Universal Eligibility), Parental Choice Scholarship Program (Means-Tested Eligibility), Special Needs Scholarship Program, Foster Child Scholarship Program, Autism Scholarship, Great Schools Tax Credit Program, Family Education Tax Credit Program
wiSconSin
Blaine Amendments“Nomoneyofthestateshalleverbegivenorappropriatedtoanysectarianorreligioussocietyorinstitution.”wyominG Const.Art.1,§19.
“Noappropriationshallbemadeforcharitable,industrial,educationalorbenevolentpurposestoanyperson,corporationorcommunitynotundertheabsolutecontrolofthestate,nortoanydenominationalorsectarianinstitutionorassociation.”wyominG Const.Art.3,§36.
Education Article“[N]orshallanyportionofanypublicschoolfundeverbeusedtosupportorassistanyprivateschool,oranyschool,academy,seminary,collegeorotherinstitutionoflearningcontrolledbyanychurchorsectarianorganizationorreligiousdenominationwhatsoever.”wyominG Const.Art.7,§8.
wyoming
RELEVANT CASE LAW
State ex rel. McPherren v. Carter,215P.477(Wyo.1923)
TheWyomingSupremeCourtheldthatasupplementalawardofpublicfundstothewidowofasheriffkilledinthelineofdutydoesnotviolateArticle3,Section36,asanunconstitutionalgifttoaprivateperson.Itisthefunctionalequivalentofa“paymentforservicerendered”ratherthananoutrightgift.
1982 Wyo. AG LEXIS 21(Wyo.AG1982)TheWyomingAttorneyGeneralconcludedthatholdingpublicschoolbaccalaureateservicesinsideachurchwherereligiousactivitiesincludingprayerandsingingofhymnsmayoccurwouldviolateneithertheFirstAmendmentnortheWyomingConstitution.
voucherS tax creditS9�
PrivateSchoolChoice: No
CharterSchools: Yes
PublicSchoolChoice: Yes
EXISTING SCHOOL CHOICE PROGRAMS
WyomingStatutesSections21-3-301to21-3-314
AtaxcreditprogrammaybeWyoming’sbestchoiceforschoolchoice.ItsConstitutioncontainstwoBlaineAmendments,neitherofwhichhasreceivedmuchjudicialattention,butArticle3,Section36,appearstoexplicitlyforbidappropriatingmoneytoindividualsforeducationalpurposes.
Model Legislation: Great Schools Tax Credit Program, Family Education Tax Credit Program
WyomingStatutesSection21-4-502
model legislationTheAmericanLegislativeExchangeCouncil’sEducationTaskForcehasdraftedseveralpiecesofmodellegislationdesignedtoprovideaframework for crafting state-specific programs. For a copy of any of the modellegislationlistedbelowcontactALEC’sheadquartersinWashington,D.C.Thislistrepresentsallschoolchoiceprogramsmentionedthroughoutthispublication.
Parental Choice Scholarship Program Act (Universal Eligibility)Thisbillcreatesascholarshipprogramforallstudentstoattendthepublicornon-publicelementaryorsecondaryschooloftheirchoice.
Parental Choice Scholarship Program Act (Means-Tested Eligibility)Thisbillcreatesascholarshipprogramforstudentsfromlow-andmiddle-incomefamiliestoattendthepublicornon-publicelementaryorsecondaryschooloftheirchoice.
Special Needs Scholarship Program ActThisbillcreatesascholarshipprogramforstudentswithspecialneedstoattendthepublicornon-publicelementaryorsecondaryschooloftheirchoice.
Foster Child Scholarship Program ActThisbillcreatesascholarshipprogramforstudentsinfostercaretoattendthepublicornon-publicelementaryorsecondaryschooloftheirchoice.
Autism Scholarship Act Thisbillprovidesstudentswithautismtheoptiontoattendthepublicornon-publicelementaryorsecondaryschooloftheirchoice.
Great Schools Tax Credit Program ActThisbillauthorizesataxcreditforindividualorcorporatecontributionstoorganizationsthatprovideeducationalscholarshipstoeligiblestudentstoattendthepublicornon-publicelementaryorsecondaryschooloftheirchoice.
Family Education Tax Credit Program ActThisbillauthorizesataxcreditforindividualfamilies’educationalexpensesincludingtuition,feesandotherrelatedexpenses.
9�
Charter Schools ActThisbillallowsgroupsofcitizenstoseekchartersfromthestatetocreateandoperateinnovative,outcome-basedschoolsexemptfrommanyofthestatelawsandregulationsgoverningpublicschools.
Open Enrollment ActThisbillcreatesaprocessbywhichstudentswouldbeabletoattendthepublicschooloftheirchoicethroughoutthestate.
9�
glossaryAttorney General Opinion:Formalorinformalresponsesofthestateattorneygeneraltolegalquestions.Suchopinionsarenotbindingonthecourtsbutcanbepersuasive.
Blaine Amendment: Anystateconstitutionalprovisionthat,likethefailedamendmenttothefederalConstitutionofthesamename,prohibitsprovidingpublicfundsto“sectarian”schools.Theseamendmentsweredesignedtoretainamonopolyonstateeducationfundsforthethen-genericallyProtestantpublicschools,whiledenyingequalfundingtoCatholic(i.e.,“sectarian”)schools.
Charter Schools:Deregulatedpublicschoolsusuallyoperatedbyaboardofdirectorsindependentofanyschooldistrict.
Compelled Support Clause:Anystateconstitutionalprovisionthatprovidesthatnooneshallbecompelledtosupportachurchorministrywithouthisconsent.
Education Provisions:Theprovisionsinallstateconstitutionsestablishingapubliceducationsystem.
Equal Protection Clause:AclausefoundintheU.S.Constitutionandmanystateconstitutionsassuringpeople“theequalprotectionofthelaws,”usuallyunderstoodtoprohibitdiscriminationonthebasisofrace,color,nationaloriginandreligion.
Establishment and Free Exercise Clauses:ThereligionclausesoftheFirstAmendmenttotheU.S.Constitution:“Congressshallmakenolawrespectinganestablishmentofreligion,orprohibitingthefreeexercisethereof.”TheU.S.SupremeCourtmadetheseclausesbindingonstateandlocalgovernmentsinthe1940s.
FAPE:FreeandAppropriatePublicEducation,thebasicentitlementtheIDEAcreatesforchildrenrequiringspecialeducation.
IDEA:ThefederalIndividualswithDisabilitiesEducationAct,whichprovidesspecialeducationfundstostatesinreturnfortheirmeetingfederalstandardsforservicesandprocedures.
Parallel Interpretation:Interpretingsimilarlanguageinthefederalandstateconstitutioninasimilarwaytoarriveatasimilarresult.
Precedent: Alegalconceptreferringtoacasethathasresolvedaparticularlegalquestionthatlowercourtsareboundtofollowandthatthedecidingcourtwillusuallyfollow,absentastrongreasonforconcludingitiswrongorhasbecomeunworkable.
9�
Public School Choice:Policiesallowingstudentstoenrollinpublicschoolstheywouldnotbeassignedtobasedupontheirresidence.Intradistrictchoiceallowsstudentstotransfertootherschoolswithinthesamedistrict,whileinterdistrictchoicepermitstransferstoschoolsinotherdistricts.Suchprogramscanbevoluntary,inwhichthereceivingschoolordistrictmayormaynotagreetoacceptanytransferstudents,ormandatory,inwhichthereceivingschoolordistrictcannotdenyadmittancetotransferstudents.
Released-Time Programs: Publicschoolprogramsthatallowstudentstobereleasedduringschoolhourstoreceivereligiousinstructionatoff-campusprivatefacilities.
School Choice: Broadlyspeaking,anysortofeducationalprogramallowingparentstochoosewhichschooltheirchildrenattend.Narrowlyspeaking,aneducationalprogramthatenablesparentstochooseaprivateschoolfortheirchildren.
Supreme Court Advisory Opinions:Answerstolegalquestionsposedtothecourtbygovernorsorstatelegislatures.Theydonotconstitutebindingprecedentbecausetheyarenotrenderedinanadversarialsettinglikealawsuit,but,asthepersonalopinionsofthesittingjusticesofthestatesupremecourt,theycanbepersuasive.
Tax Credit:Taxreliefthatpermitsparentstomoreeasilyfundaprivateeducationfortheirchildreneitherdirectlyorbyencouragingothertaxpayerstocontributetocharitableorganizationsprovidingscholarships.
Voucher:Intheschoolchoicecontext,aprogramthatprovidestuitionfundingtoafamilythatallowsthemtochooseaprivateschoolfortheirchildren—apubliclyfundedscholarshipforK-12students.
9�
additional
Alliance for School Choicewww.allianceforschoolchoice.org
TheAllianceforSchoolChoiceworkstobuildsupportforandimplementpubliclyfundedschoolchoiceprogramsthatprovidelow-incomefamilieswitheducationalopportunity.Indoingso,theAlliancenotonlyprotectsthoseprogramsthatarealreadyservingfamiliesinneed,butalsoexpandsandenhancesthemandinitiatesnew,largerandevenmoreeffectivemodels.
Cato Institute’s Center for Educational Freedomwww.cato.org/education
Cato’sCenterforEducationalFreedomwasfoundedontheprinciplethatparentsarebestsuitedtomakeimportantdecisionsregardingthecareandeducationoftheirchildren.TheCenter’sscholarsseektoshiftthetermsofpublicdebateinfavorofthefundamentalrightofparentsandtowardafuturewhenstate-runschoolsgivewaytoadynamic,independentsystemofschoolscompetingtomeettheneedsofAmericanchildren.
Milton and Rose D. Friedman Foundationwww.friedmanfoundation.org
TheMiltonandRoseD.FriedmanFoundation,dubbed“thenation’sleadingvoucheradvocates”byThe Wall Street Journal, is a non-profit organizationestablishedin1996.Theoriginsofthefoundationlieinthe Friedmans’ long-standing concern about the serious deficiencies in America’selementaryandsecondarypublicschools.Thebestwaytoimprovethequalityofeducation,intheirview,istoequipallparentswiththefreedomtochoosetheschoolsthattheirchildrenattend.TheFriedmanFoundation builds upon this vision, clarifies its meaning to the public and amplifies the national call for true education reform through school choice.
9� resources
Heartland Institute & School Reform Newswww.heartland.org
The Heartland Institute is a national nonprofit research and education organizationwhosemissionistodiscoverandpromotefree-marketsolutionstosocialandeconomicproblems.School Reform NewsistheHeartlandInstitute’snationalmonthlyoutreachpublicationforschoolreformers.
Heritage Foundationwww.heritage.org/schoolchoice
Foundedin1973,theHeritageFoundationisaresearchandeducationalinstitute—athinktank—whosemissionistoformulateandpromoteconservativepublicpoliciesbasedontheprinciplesoffreeenterprise,limitedgovernment,individualfreedom,traditionalAmericanvalues,anda strong national defense. The Foundation’s State Profiles Web site for schoolchoiceprovidessnapshotsofschoolchoiceoptionsandanoverviewofthepublicandprivateeducationsystemineachofthe50states,aswellasresearchandcommentaryonschoolchoiceandothereducationreforms.
Manhattan Institute for Public Policy Researchwww.manhattan-institute.org
TheManhattanInstitute’sCenterforCivicInnovationconductseducationresearchthatfocusesonimprovingtwomainreformsofpubliceducation:schoolchoiceandaccountability.
9�
about the authors99
RichardD.KomerhasservedasaseniorlitigationattorneyattheInstituteforJusticesince1993.Anexpertonstateandfederalconstitutionallawonschoolchoice,heservedascounselinIJ’ssuccessfuldefenseofschoolchoiceprogramsinMilwaukee,Arizona,IllinoisandCleveland—includingthelandmarkU.S.SupremeCourtvictoryforschoolchoiceinZelman v. Simmons-Harris.HehasalsoauthorednumerousSupremeCourtamicusbriefsonconstitutionalissuessurroundingschoolchoice.
PriortohisworkattheInstitute,Komerworkedasacivilrightslawyerforthefederalgovernment,workingattheDepartmentsofEducationandJustice,aswellasattheEqualEmploymentOpportunityCommissionasaspecialassistanttotheChairman,ClarenceThomas.HismostrecentgovernmentemploymentwasasDeputyAssistantSecretaryforCivilRightsattheDepartmentofEducation.
HereceivedhislawdegreefromtheUniversityofVirginiain1978andhisB.A.fromHarvardCollegein1974.
SeniorAttorneyClarkNeilyjoinedtheInstituteforJusticein2000.InadditiontobeingaleaderoftheInstitute’sschoolchoiceteam,helitigateseconomicliberty,propertyrights,FirstAmendmentandotherconstitutionalcasesinfederalandstatecourts.
NeilyhasrepresentedparentsandchildrenindefenseofschoolchoiceinFlorida,Maine,Arizonaandelsewhere,andwastheleadattorneyintheInstitute’ssuccessfuldefenseoftheMackinacCenterforPublicPolicyagainstalawsuitbytheMichiganEducationAssociationchallengingtheCenter’srighttoquotetheMEA’spresidentinfundraisingliterature.
Neilyhasmadenumerouspublicappearancesandcounseledadvocatesandlegislatorsnationwideinsupportofschoolchoice.
BeforejoiningtheInstituteforJustice,NeilyspentfouryearsasalitigatorattheDallas-based firm Thompson & Knight. Neily received his undergraduate and law degreesfromtheUniversityofTexas,wherehewastheChiefArticlesEditoroftheTexasLawReview.Afterlawschool,heclerkedforJudgeRoyceLamberthontheU.S.DistrictCourtfortheDistrictofColumbia.
�00acknowledgmentsTheauthorswouldliketoacknowledgetheassistanceofMarkO’Neill,graduateofGeorgeMasonUniversitySchoolofLaw,whoconductedmuchoftheresearchforthisreport,andIJDirectorofCommunicationsLisaKnepper,forguidingthereportthrougheditingandproduction.ProductionandDesignDirectorDonWilsondidanoutstandingjobdesigningthematerialinanaccessibleformat,andIJ’steamofparalegalsandclerksprovidedessentialhelpincheckingtheaccuracyofalllegalcitations.
TheInstituteforJusticeandtheAmericanLegislativeExchangeCouncilalsowishtogratefullyacknowledgetheMiltonandRoseD.FriedmanFoundation,especiallyExecutiveDirectorandCOORobertEnlow,fortheirinspirationandsupport.
The Institute for Justice is a non-profit, public interest law firm that litigates tosecureschoolchoice,economicliberty,privatepropertyrights,freedomofspeechandothervitalindividuallibertiesandtorestoreconstitutionallimitsonthepowerofgovernment.Foundedin1991,IJisthenation’sonlylibertarian public interest law firm, pursuing cutting-edge litigation in the courtsoflawandinthecourtofpublicopiniononbehalfofindividualswhosemostbasicrightsaredeniedbygovernment.
IJhelpedsecurethelandmarkU.S.SupremeCourtvictoryforschoolchoiceinClevelandinZelman v. Simmons-Harris,andhassuccessfullydefendedschoolchoiceprogramsnationwide,includinginMilwaukee,ArizonaandIllinois.
�0�
TheAmericanLegislativeExchangeCouncil(ALEC)isthenation’slargestnon-partisan,individualmembershiporganizationofstatelegislators,withover 2,400 legislator members from all fifty states, and 87 former members servingintheU.S.Congress.ALECworkstoadvancetheJeffersonianprinciplesoffreemarkets,limitedgovernment,federalism,andindividuallibertythroughanon-partisan,public-privatepartnershipbetweenAmerica’sstatelegislatorsandconcernedmembersoftheprivatesector,thefederalgovernment,andthegeneralpublic.ALECsupportseffortstoofferparentsmorechoicesineducationbothasamatterofprincipleandasapromisingsolutiontotheincreasingchallengesfacingAmerica’sK-12educationsystem.Asapartofthiscommitment,ALECcontinuestolookforwaystobetterinformandengageitsstatelegislativemembersandthegeneralpublicregardingthelegislativeopportunitiesthatmayexistintheirstates.
�0�