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Appendix A: References

case-study

Appendix A: References

Complete bibliography for the report.

Bibliography as published in the submitted analysis. Public information request (PIR) responses listed below are held by the researcher and most are publicly browsable in the PIR archive.

  1. Aleman, E., Jr. (2007). Situating Texas School Finance Policy in a CRT Framework: How "Substantially Equal" Yields Racial Inequity. Educational Administration Quarterly, 43(5), 525-558. https://doi.org/10.1177/0013161X07303276
  2. Austin Independent School District. (2023). Austin ISD FY2024 Official Budget Book [Adopted budget]. https://www.austinisd.org/sites/default/files/dept/budget/docs/Budgets/FY2024_Austin_ISD_Official_Budget_0.pdf
  3. Austin Independent School District. (2024). Austin ISD FY2025 Official Budget Book [Adopted budget]. https://www.austinisd.org/sites/default/files/dept/budget/docs/Budgets/FY2025_Official_Budget.pdf
  4. Austin Independent School District. (2024). Recapture. Austin ISD. https://www.austinisd.org/budget/recapture
  5. Austin ISD Board Approves Closure of 10 Schools. (2025, November 21). KUT. https://www.kut.org/education/2025-11-21/austin-isd-board-approves-closure-10-schools
  6. Austin ISD. (2026). Mendez Middle School to Return to AISD Management in 2026-27. https://www.austinisd.org/announcements/mendez-middle-school-returns-aisd
  7. Bifulco, R., & Ladd, H. F. (2007). School choice, racial segregation, and test-score gaps: Evidence from North Carolina's charter school program. Journal of Policy Analysis and Management, 26(1), 31-56. https://doi.org/10.1002/pam.20226
  8. Bifulco, R., & Reback, R. (2014). Fiscal Impacts of Charter Schools: Lessons from New York. Education Finance and Policy, 9(1), 86-107. https://doi.org/10.1162/EDFP_a_00121
  9. Blackman, M. Q. (2024, May 24). How Texas' school funding scheme contributed to Austin ISD's massive budget shortfall. Austin Chronicle. https://www.austinchronicle.com/news/2024-05-24/how-texas-school-funding-scheme-contributed-to-austin-isds-massive-budget-shortfall/
  10. Cleveland ISD Board of Trustees. (2019). Cleveland ISD Board Meeting Minutes -- Bond Election Discussions (2019-2023). Cleveland Independent School District.
  11. Cleveland ISD. (2026). Cleveland ISD PIR #1 response: Facilities, financial, and enrollment data. Unpublished raw data.
  12. Cárdenas, J. A. (1997). Texas School Finance Reform: An IDRA Perspective. Intercultural Development Research Association.
  13. Dallas Independent School District. (2021). 2020-2021 TEI Teacher Guidebook (Version v3). Dallas ISD Human Capital Management. https://teacherquality.nctq.org/dmsView/TEI-Teacher-Guidebook-2020-2021-v3February2021
  14. Dallas Independent School District. (2024). 2024-2025 TEI Teacher Guidebook. Dallas ISD Human Capital Management. https://resources.finalsite.net/images/v1733337005/dallasisdorg/jlzxbxtezbgccczr10dv/2024-2025-TEI-Guidebook.pdf
  15. Dallas ISD Department of Evaluation and Assessment. (2026). Dallas ISD PIR R027160-022726: TEI evaluation reports and campus rosters, 2021-2025. Unpublished raw data.
  16. Dallas ISD Finance Department. (2026). Dallas ISD PIR R027038-020926: Campus-level budget and expenditure data, FY2024-25. Unpublished raw data.
  17. Dallas ISD Human Capital Management. (2026). Dallas ISD PIR #TIA-C response: Post-fix TEI designation rates by campus, 2020-2025. Unpublished raw data.
  18. DeRocha, K. (2019). Analysis of Dallas ISD TEI Compensation Data: Median Teacher Salaries by Campus 2016-2019.
  19. Edgewood Independent School District v. Kirby (Edgewood II), No. D-0527 (Tex. 1991).
  20. Edgewood Independent School District v. Kirby (Edgewood III), 826 S.W.2d 489 (Tex. 1992).
  21. Edgewood Independent School District v. Kirby, 777 S.W.2d 391 (Tex. 1989).
  22. Edgewood Independent School District v. Meno, 893 S.W.2d 450 (Tex. 1995).
  23. Edgewood Independent School District. (2026). Edgewood ISD ORR #129 response: Campus per-pupil expenditures, Title I/compensatory education allocations, and facility condition assessment. Unpublished raw data.
  24. Edgewood Independent School District. (2026). Edgewood ISD ORR #139 response: TIA local designation system documents and TEA correspondence. Unpublished raw data.
  25. Ford, D. W. (2017). Adequacy and Equity: How the Texas Supreme Court's Perceptions Have Changed Over the Past 50 Years [Doctoral dissertation]. University of North Texas.
  26. Forney ISD. (2026). Forney ISD PIR #12 response: Bond election and facilities data. Unpublished raw data.
  27. Fuller, E. (2014). Cream Skimming in Texas: A Comparison of the Characteristics of Students Entering High-Profile Charter Schools in the Same Zip Code. https://doi.org/10.15781/t2z31nt56
  28. Gubbels, J., van der Put, C. E., & Assink, M. (2019). Risk Factors for School Absenteeism and Dropout: A Meta-Analytic Review. Journal of Youth and Adolescence, 48(9), 1637-1667. https://doi.org/10.1007/s10964-019-01072-5
  29. Haley, R. B., & Santiesteban, S. H. (1984). HB 72 -- Omnibus Education Reform Act (68th Legislature, 2nd Called Session, 1984).
  30. Heilig, J. V., Brewer, T. J., & Williams, Y. (2019). Choice without Inclusion?: Comparing the Intensity of Racial Segregation in Charters and Public Schools at the Local, State and National Levels. Education Sciences, 9(3), 205. https://doi.org/10.3390/educsci9030205
  31. Hojnacki, B. (2023, June 23). Austin ISD school board approves deficit budget as recapture payment nears $1 billion. KUT News. https://www.kut.org/education/2023-06-23/austin-isd-school-board-approves-deficit-budget-as-recapture-payment-nears-1-billion
  32. Hopper, K. (2026). Bond Election Athletics Filter: Corrected Statewide Analysis.
  33. Hopper, K. (2026). Charter Presence in Repeat Bond Failure Districts.
  34. Hopper, K. (2026). Cleveland ISD Bond Failures: Colony Ridge Voter Exclusion, ILTexas Fast-Track, and Constitutional Mechanism Failure.
  35. Hopper, K. (2026). Houston ISD $4.4B Bond Failure: Bipartisan Opposition, Charter PAC Connections, and State Takeover Backlash.
  36. Hopper, K. (2026). Statewide Failed Bond Election Analysis (2016-2025) -- Original Research Data.
  37. Hoxby, C. (2000). Does Competition Among Public Schools Benefit Students and Taxpayers? American Economic Review, 90(5), 1209-1238. https://doi.org/10.1257/aer.90.5.1209
  38. Hutto ISD. (2026). Hutto ISD PIR #15 response: Bond election results and project allocations. Unpublished raw data.
  39. IDEA Public Schools. (2026). IDEA Public Schools PIR #2526.096 response: Capital assets and construction costs, San Antonio campuses. Unpublished raw data.
  40. IDEA Public Schools. (2026). IDEA Public Schools PIR #2526.096 response: Lottery and enrollment data, San Antonio campuses, 2021-2025. Unpublished raw data.
  41. IDEA Public Schools. (2026). IDEA Public Schools PIR #2526.106 response: Austin campus financial, facilities, and enrollment data. Unpublished raw data.
  42. ILTexas & Weaver and Tidwell, LLP. (2022). ILTexas FY2022 Audit Report.
  43. ILTexas & Weaver and Tidwell, LLP. (2024). ILTexas FY2024 Annual Financial Report (Audited).
  44. International Leadership of Texas. (2026). ILTexas PIR #11 response: Campus-level staffing and expenditure data, all campuses. Unpublished raw data.
  45. International Leadership of Texas. (2026). ILTexas PIR #2 response: Charter duplication data, facilities, and financial data. Unpublished raw data.
  46. International Leadership of Texas. (2026). ILTexas PIR #ILT-12 response: Teacher certification and visa status by campus, 2022-2025. Unpublished raw data.
  47. KIPP Texas Public Schools. (2026). KIPP Texas PIR #9 response: Austin-area facilities capital asset detail, statewide lottery data, and campus leaver data, 2021-2025. Unpublished raw data.
  48. KIPP Texas to Close Five Austin Charter Schools. (2025, December). KXAN. https://www.kxan.com/news/education/kipp-texas-close-five-austin-charter-schools
  49. Knight, D. S., & DeMatthews, D. E. (2024). The Fiscal Impacts of Expanded Voucher Programs and Charter-School Growth on Public Schools. National Education Policy Center. https://nepc.colorado.edu/publication/finance-equity
  50. Ladd, H. F., & Singleton, J. D. (2020). The Fiscal Externalities of Charter Schools: Evidence from North Carolina. Education Finance and Policy, 15(1), 191-208. https://doi.org/10.1162/edfp_a_00272
  51. Lee, J. (2024). Mike Miles Moved Texas School Funds to Colorado Through a Possible Shell Corporation Without a Paper Trail.
  52. Liberty County Elections Office. (2023). Cleveland ISD Bond Election Precinct-Level Results (2019-2023) -- Liberty County Canvass Reports.
  53. Liberty Hill ISD. (2026). Liberty Hill ISD PIR #14 response: Bond election canvass reports, election orders, demographics, and project allocations, 2016-2023. Unpublished raw data.
  54. McNeel, B. (2021, October 6). In East Texas, Cleveland ISD Needed Money. The State Sent Charter Schools Instead. Texas Monthly. https://www.texasmonthly.com/news-politics/texas-charter-school-expansion-cleveland/
  55. Mesquite ISD. (2026). Mesquite ISD PIR #TIA-F response: TIA implementation documents, LDS application, and board presentations. Unpublished raw data.
  56. Morath v. The Texas Taxpayer and Student Fairness Coalition, No. 14-0776 (Tex. 2016).
  57. Princeton ISD. (2026). Princeton ISD PIR #13 response: Bond program data. Unpublished raw data.
  58. Ravitch, D. (2013). Reign of Error: The Hoax of the Privatization Movement and the Danger to America's Public Schools. Alfred A. Knopf.
  59. Repko, A. F., & Szostak, R. (2021). Interdisciplinary Research: Process and Theory (4th ed.). SAGE Publications.
  60. Ridley, M., & Terrier, C. (2023). Fiscal and Education Spillovers from Charter School Expansion. Journal of Human Resources, 60(4), 1356-1404. https://doi.org/10.3368/jhr.0321-11538R2
  61. Rocha, G. G., & Webking, R. H. (1993). Politics and public education: Edgewood v. Kirby and the reform of public school financing in Texas.
  62. Rothstein, J. (2007). Does competition among public schools benefit students and taxpayers? Comment. American Economic Review, 97(5), 2026-2037. https://doi.org/10.1257/aer.97.5.2026
  63. San Antonio Independent School District v. Rodriguez, 411 U.S. 1 (1973).
  64. Shipp, B. (2024). Disappearing Dollars: Texas Public Schools Are Missing Millions.
  65. Spees, L. P., & Lauen, D. L. (2019). Impacts of North Carolina Charter Schools on Student Achievement, Behavior, and Well-Being. Education Finance and Policy, 14(2), 155-189. https://doi.org/10.1162/edfp_a_00247
  66. Swaby, A. (2018). Texas school finance panel approves final report to lawmakers.
  67. Templeton, T., Selsberg, B., Abdelmalak, M., & Abdelhamid, M. (2023). Feast and Famine: Inequity in the Texas School Finance System. Journal of Education Finance, 49(2), 176-199. https://doi.org/10.1353/jef.2023.a928648
  68. Texas Commission on Public School Finance. (2018). Funding for Impact: Final Report. Texas Commission on Public School Finance.
  69. Texas Education Agency, Accountable Costs Advisory Committee, & Robinson, W. I. (1986). The 1985-1986 Accountable Costs Study and Recommendations of the Accountable Costs Advisory Committee to the State Board of Education. Texas Education Agency.
  70. Texas Education Agency. (2026). TEA PIR #2502592 response: District-level pregnancy/parenting PEIMS data, 2020-2025. Unpublished raw data.
  71. Texas Education Agency. (2026). TEA PIR #2502721 response: Charter school oversight records for Cleveland ISD, Dallas ISD, Edgewood ISD, ILTexas, Uplift, and IDEA, 2015-2025 [Partial response]. Unpublished raw data.
  72. Texas Education Agency. (2026). TEA PIR #2502803 response: District-level pregnancy/parenting PEIMS data, 2016-2020. Unpublished raw data.
  73. Texas Education Agency. (2026). TEA PIR #2503051 response: Compensatory and bilingual education weight derivation records, 1984-2018. Unpublished raw data.
  74. Texas Education Agency. (2026). TEA PIR #2503100 response: TIA campus-level designation and payout data, 2022-2025. Unpublished raw data.
  75. Texas Education Agency. (2026). TEA PIR #TIA-A response: Campus-level TIA designation counts. Unpublished raw data.
  76. Texas Education Agency. (2026). TEA PIR #TIA-B response: TIA local designation system design data, statewide system of record, 2025-26. Unpublished raw data.
  77. Texas Education Code Section 48.112: Teacher Incentive Allotment (2019). https://texas.public.law/statutes/tex._educ._code_section_48.112
  78. Texas Tech University. (2025). Edgewood ISD TIA annual evaluation survey report, Summer 2025 [Technical report prepared for TEA Teacher Incentive Allotment Program].
  79. Texas Tech University. (2026). Edgewood ISD (015905) Step 2 data validation report, Spring 2026 [Technical report prepared for TEA Teacher Incentive Allotment Program].
  80. Toutkoushian, R. K., & Michael, R. S. (2007). An Alternative Approach to Measuring Horizontal and Vertical Equity in School Funding. Journal of Education Finance, 32(4), 395-421.
  81. Ukanwa, K., Jones, A. C., & Turner, B. L. (2022). School choice increases racial segregation even when parents do not care about race. Proceedings of the National Academy of Sciences, 119(29). https://doi.org/10.1073/pnas.2117979119
  82. Uplift Education. (2026). Uplift Education PIR #5 response: Campus financial data and construction costs. Unpublished raw data.
  83. Uplift Education. (2026). Uplift Education PIR response: Lottery and enrollment data, PK3-12, 2021-2026. Unpublished raw data.
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