Ask the Scholar

Document scope · 1 page
doc
Scholar
Ask about this object, its catalog metadata, its source description, or the page inventory. For page-specific OCR and visual context, open one of the page chats.

Scholar Source Context

Document identity
localId
4526444
label
Michigan Association of Nonpublic Schools, Grand Rapids, MI, August 28, 1972
core
doc
dtoType
document
pageCount
1
Source metadata
id
4526444
contentType
document
title
Michigan Association of Nonpublic Schools, Grand Rapids, MI, August 28, 1972
collections
Gerald R. Ford Congressional Papers
Speeches
subjects
Federal aid
Legislation
Private schools
imageCount
1
hasImages
yes
source
import
hasTranscription
no
Source extras
naId
4526444
coverageEndDate
logicalDate
1972-08-31
month
8
year
1972
coverageStartDate
logicalDate
1972-08-01
month
8
year
1972
levelOfDescription
fileUnit
recordType
description
ocrSource
nara-archive
Single page context
seq
1
pageIndex
0
type
document
mediaId
530f694c8d19db55
ocrText
The original documents are located in Box D33, folder "Michigan Association of Nonpublic Schools, Grand Rapids, MI, August 28, 1972" of the Ford Congressional Papers: Press Secretary and Speech File at the Gerald R. Ford Presidential Library. Copyright Notice The copyright law of the United States (Title 17, United States Code) governs the making of photocopies or other reproductions of copyrighted material. The Council donated to the United States of America his copyrights in all of his unpublished writings in National Archives collections. Works prepared by U.S. Government employees as part of their official duties are in the public domain. The copyrights to materials written by other individuals or organizations are presumed to remain with them. If you think any of the information displayed in the PDF is subject to a valid copyright claim, please contact the Gerald R. Ford Presidential Library. 20 capies of Mr. Ford Office Copy REMARKS BY REP. GERALD R. FORD, R-MICH. REPUBLICAN LEADER, U.S. HOUSE OF REPRESENTATIVES BEFORE THE MICHIGAN ASSOCIATION OF NONPUBLIC SCHOOLS CIVIC AUDITORIUM GRAND RAPIDS, MICHIGAN MONDAY EVENING, AUGUST 28, 1972 FOR RELEASE ON DELIVERY EXPECTED AT 8:00 p.m. MONDAY Let me say at the outset that Federal aid to nonprofit nonpublic schools has a better chance of congressional enactment today than at any other time in the 24 years that I have served in the House of Representatives. This does not mean success is assured. But it does mean we have reason to be hopeful--in fact, maybe just a little bit optimistic. Much work lies ahead, but I do believe we have a decent chance to come out on top. The reason I say this is that we have the President of the United States with us, and we have the chairman of the tax-law-writing House Ways and Means Committee in our corner. That's a pretty good start. As you know, President Nixon has repeatedly stated his strong belief that nonpublic schools are a vital part of this country's educational system and has vowed that he will do everything in his power to find a way to help them. As long ago as March 3, 1970, the President declared in a Message on Education Reform: "The nonpublic schools provide a diversity which our educational system would otherwise lack. They also give a spur of competition to the public schools--through which educational innovations come, both systems benefit, and progress results. Should any single school system--public or private--ever acquire a complete monopoly over the education of our children, the absence of competition would neither be good for the school system nor good for the country." In a speech before the Knights of Columbus in New York City in August 1971 the President stated: "We must see to it that our children are provided with the moral and spiritual and religious values so necessary to a great people in great times. And, as Cardinal Cooke has pointed out, at a time when we see those private and parochial schools which lay such stress on these religious values, as we see them closing at the rate of one a day, we must resolve to stop that trend and turn it around. You can count on my support to do that." (more) Digitized from Box D33 of The Ford Congressional Papers: Press Secretary and Speech File at the Gerald R. Ford Presidential Library -2- Last April 6 President Nixon warned that nonpublic education faces "a crisis of the first magnitude" and reiterated his commitment to Federal help for nonpublic schools. Speaking before the National Catholic Education Association at Philadelphia, the President asserted: "I am irrevocably committed to these propositions: America needs her nonpublic schools; that those nonpublic schools need help; that therefore we must and will find ways to provide that help." Last March the President's School Finance Commission recommended that Congress consider tax credits, tax deductions or some other method to reimburse parents for nonpublic school tuition. The next month--last April--the School Finance Commission's Panel on Nonpublic Education urged Federal aid to nonpublic schools through tax credits, construction loans and tuition subsidies. As you know, Ivan E. Zylstra of the National Union of Christian Schools was a member of the School Finance Commission and of its Panel on Nonpublic Education and is now pushing for Federal aid to nonpublic schools as secretary of Citizens Relief for Education by Income Tax. I feel as strongly as Mr. Zylstra that we must provide Federal aid to nonpublic schools. There are many reasons why I feel as I do. I believe the needs of our nonpublic schools cannot be ignored by the Federal Government or the financial burden on the country's public schools will become intolerable. I feel very strongly that parents should be able to choose between public and nonpublic education for their children and that this freedom of choice is in jeopardy because of increases in tuition costs and the closing of so many nonpublic schools. It also seems only fair to me that parents sending their children to nonpublic schools receive some measure of tax relief since they are, after all, taxpayers who carry a dual educational cost load. As we all know, parents of nonpublic school children pay the cost of public schools as taxpayers while educating their children at their own expense outside of the public school system. This dual burden has created a crisis in nonpublic education which is clearly reflected in declining nonpublic school enrollments and a rise in public school pupil loads. The number of children in nonpublic elementary and secondary schools has dropped by 1.4 million since 1963. These students have shifted to the public (more) -3- schools, pushing up public school costs by billions of dollars. As the President's Panel on Nonpublic Education observed in its report dated April 14, 1972, "If the decline (in nonpublic education) continues, pluralism in education will cease, parental options will virtually terminate, and public schools will have to absorb millions of American students.' The Panel continued: "The social and economic costs to the Nation are too high to bear when compared to the lesser costs for effective public intervention.' I thoroughly agree with the Panel, and that is why I have cosponsored with Rep. John W. Byrnes of Wisconsin, senior Republican on the House Ways and Means Committee, a bill--H.R. 13020-which would give the parents of nonpublic school children a 50 per cent tuition income tax credit up to $400 per child, with a phasing out of the credit for those taxpayers with incomes above $25,000. Now, what has happened to nonpublic school tax credit legislation since Mr. Byrnes and I introduced our bill last Feb. 9? Ways and Means Chairman Wilbur Mills of Arkansas and Rep. James Burke of Massachusetts, third-ranking Democrat on Ways and Means, introduced an identical bill--H.R. 13495--and asked the Office of Management and Budget for a report on it. In reporting on the bill, OMB Director Caspar Weinberger endorsed the principle of tax credits for nonpublic school tuition but urged that the credit be pegged at 100 per cent and limited to $200 per child. Mills thereupon joined with Rep. Hugh Carey of New York, another Ways and Means Democrat, to introduce a 100 per cent credit-$200 limit bill but coupled the tax credit chapter with a chapter providing $21/4 billion a year in block grants to the states for public elementary and secondary education. This bill is H.R. 16141 Ways and Means began hearings on H.R. 16141 and on my bill and related bills on August 14. The hearings continued through August 18 and will resume Sept. 5,6 and 7. Administration witnesses supported the goals of Title II, the tax credits for nonpublic school tuition chapter, while suggesting modifications. They opposed Title I, the chapter providing massive block grants to public elementary and secondary schools. Title I of H.R. 16141 does not meet the President's educational finance reform objectives. He seeks a fair and adequate system of school financing; property tax relief; and preservation of local control of education. Title I (more) -4- does not meet the first two of these tests because its aid formula does not require true value uniform property assessments but actual assessed valuations instead--and it does not provide property tax relief. The Administration will continue to work with Congress on this problem. However, the Administration's endorsement of the general thurst of nonpublic school tuition tax credits is unequivocal. I personally believe Congress should approve nonpublic school tuition tax credit legislation on its own merits. I understand why Hugh Carey tossed in the equalization aid for public schools. Carey figures it would improve the chances of the nonpublic school tax credit legislation if he packages with it a massive shot of Federal funds for the public schools. The courts have been ruling that the American educational system is not properly financed. They are saying, in effect, that a program is needed to achieve the equalization of educational opportunities within the several states. That is the rationale behind Title I of H.R. 16141. However, I repeat that whatever the merits or deficiencies of Title I of H.R. 16141, the Congress should proceed to enact nonpublic school tuition tax credits. I have no pride of authorship. If it should turn out that the 100 per cent- $200 limit proposal becomes the vehicle for nonpublic school tax relief, then I would support it wholeheartedly although I personally feel the Byrnes-Ford bill is preferable. In any case, it is mandatory that the Congress enact legislation which will enable the parents of nonpublic school children to enjoy some measure of tax relief and to avoid at least to some extent a double financial load. In my view, the United States Constitution guarantees Americans a freedom of choice in education. When rising costs of education make it difficult or even impossible in some instances for parents to enjoy that freedom of choice, then the Congress must act. Nonpublic schools are closing down in increasing numbers. Those that are surviving have been forced to increase their tuition rates. The burden upon parents has become very heavy. It is a situation which destroys freedom of choice. (more) -5- To give American citizens freedom of choice without penalty, the Congress should provide tax credits for nonpublic school tuition. I firmly believe that tax credits for nonpublic school tuition are Constitutional. The constitutionality test has hitherto been a stumbling block to aid for nonpublic schools. It is my opinion that aid to parents would be constitutionally acceptable. As Treasury Secretary George P. Shultz pointed out in testimony before the Ways and Means Committee last August 14, the Internal Revenue Code has allowed deductions since 1916 for contributions to nonprofit nonpublic schools and for church contributions which are, in fact, used to support schools. Said Secretary Shultz: "The fact that the tax benefit would come in the form of a credit, rather than a deduction, would serve to make the benefit more uniformly available to all taxpayers, regardless of their marginal tax rates." "We do not," he added, "believe the use of a credit as distinguished from a deduction raises any constitutional problems.' Congress should, then, hasten to enact tax credits for nonpublic school tuition. This will not solve the problems of nonpublic school parents completely. But it will help tremendously. Federal income tax credits for parents of nonpublic school children are only fair. And enacting this tax relief will strengthen our entire system of elementary and secondary education in the United States. # # # Distribution : 20 copies u/Mr. Ford M affice Copy REMARKS BY REP. GERALD R. FORD, R-MICH. REPUBLICAN LEADER, U.S. HOUSE OF REPRESENTATIVES BEFORE THE MICHIGAN ASSOCIATION OF NONPUBLIC SCHOOLS CIVIC AUDITORIUM GRAND RAPIDS, MICHIGAN MONDAY EVENING, AUGUST 28, 1972 FOR RELEASE ON DELIVERY EXPECTED AT 8:00 p.m. MONDAY Let me say at the outset that Federal aid to nonprofit nonpublic schools has a better chance of congressional enactment today than at any other time in the 24 years that I have served in the House of Representatives. This does not mean success is assured. But it does mean we have reason to be hopeful--in fact, maybe just a little bit optimistic. Much work lies ahead, but I do believe we have a decent chance to come out on top. The reason I say this is that we have the President of the United States with us, and we have the chairman of the tax-law-writing House Ways and Means Committee in our corner. That's a pretty good start. As you know, President Nixon has repeatedly stated his strong belief that nonpublic schools are a vital part of this country's educational system and has vowed that he will do everything in his power to find a way to help them. As long ago as March 3, 1970, the President declared in a Message on Education Reform: "The nonpublic schools provide a diversity which our educational system would otherwise lack. They also give a spur of competition to the public schools--through which educational innovations come, both systems benefit, and progress results. Should any single school system--public or private--ever acquire a complete monopoly over the education of our children, the absence of competition would neither be good for the school system nor good for the country." In a speech before the Knights of Columbus in New York City in August 1971 the President stated: "We must see to it that our children are provided with the moral and spiritual and religious values so necessary to a great people in great times. And, as Cardinal Cooke has pointed out, at a time when we see those private and parochial schools which lay such stress on these religious values, as we see them closing at the rate of one a day, we must resolve to stop that trend and turn it around. You can count on my support to do that." (more) -2- Last April 6 President Nixon warned that nonpublic education faces "a crisis of the first magnitude" and reiterated his commitment to Federal help for nonpublic schools. Speaking before the National Catholic Education Association at Philadelphia, the President asserted: "I am irrevocably committed to these propositions: America needs her nonpublic schools; that those nonpublic schools need help; that therefore we must and will find ways to provide that help." Last March the President's School Finance Commission recommended that Congress consider tax credits, tax deductions or some other method to reimburse parents for nonpublic school tuition. The next month--last April--the School Finance Commission's Panel on Nonpublic Education urged Federal aid to nonpublic schools through tax credits, construction loans and tuition subsidies. As you know, Ivan E. Zylstra of the National Union of Christian Schools was a member of the School Finance Commission and of its Panel on Nonpublic Education and is now pushing for Federal aid to nonpublic schools as secretary of Citizens Relief for Education by Income Tax. I feel as strongly as Mr. Zylstra that we must provide Federal aid to nonpublic schools. There are many reasons why I feel as I do. I believe the needs of our nonpublic schools cannot be ignored by the Federal Government or the financial burden on the country's public schools will become intolerable. I feel very strongly that parents should be able to choose between public and nonpublic education for their children and that this freedom of choice is in jeopardy because of increases in tuition costs and the closing of so many nonpublic schools. It also seems only fair to me that parents sending their children to nonpublic schools receive some measure of tax relief since they are, after all, taxpayers who carry a dual educational cost load. As we all know, parents of nonpublic school children pay the cost of public schools as taxpayers while educating their children at their own expense outside of the public school system. This dual burden has created a crisis in nonpublic education which is clearly reflected in declining nonpublic school enrollments and a rise in public school pupil loads. The number of children in nonpublic elementary and secondary schools has dropped by 1.4 million since 1963. These students have shifted to the public (more) -3- schools, pushing up public school costs by billions of dollars. As the President's Panel on Nonpublic Education observed in its report dated April 14, 1972, "If the decline (in nonpublic education) continues, pluralism in education will cease, parental options will virtually terminate, and public schools will have to absorb millions of American students.' The Panel continued: "The social and economic costs to the Nation are too high to bear when compared to the lesser costs for effective public intervention.' I thoroughly agree with the Panel, and that is why I have cosponsored with Rep. John W. Byrnes of Wisconsin, senior Republican on the House Ways and Means Committee, a bill--H.R. 13020--which would give the parents of nonpublic school children a 50 per cent tuition income tax credit up to $400 per child, with a phasing out of the credit for those taxpayers with incomes above $25,000. Now, what has happened to nonpublic school tax credit legislation since Mr. Byrnes and I introduced our bill last Feb. 9? Ways and Means Chairman Wilbur Mills of Arkansas and Rep. James Burke of Massachusetts, third-ranking Democrat on Ways and Means, introduced an identical bill--H.R. 13495--and asked the Office of Management and Budget for a report on it. In reporting on the bill, OMB Director Caspar Weinberger endorsed the principle of tax credits for nonpublic school tuition but urged that the credit be pegged at 100 per cent and limited to $200 per child. Mills thereupon joined with Rep. Hugh Carey of New York, another Ways and Means Democrat, to introduce a 100 per cent credit-$200 limit bill but coupled the tax credit chapter with a chapter providing $21/4 billion a year in block grants to the states for public elementary and secondary education. This bill is H.R. 16141 Ways and Means began hearings on H.R. 16141 and on my bill and related bills on August 14. The hearings continued through August 18 and will resume Sept. 5,6 and 7. Administration witnesses supported the goals of Title II, the tax credits for nonpublic school tuition chapter, while suggesting modifications. They opposed Title I, the chapter providing massive block grants to public elementary and secondary schools. Title I of H.R. 16141 does not meet the President's educational finance reform objectives. He seeks a fair and adequate system of school financing; property tax relief; and preservation of local control of education. Title I (more) -4- does not meet the first two of these tests because its aid formula does not require true value uniform property assessments but actual assessed valuations instead--and it does not provide property tax relief. The Administration will continue to work with Congress on this problem. However, the Administration's endorsement of the general thurst of nonpublic school tuition tax credits is unequivocal. I personally believe Congress should approve nonpublic school tuition tax credit legislation on its own merits. I understand why Hugh Carey tossed in the equalization aid for public schools. Carey figures it would improve the chances of the nonpublic school tax credit legislation if he packages with it a massive shot of Federal funds for the public schools. The courts have been ruling that the American educational system is not properly financed. They are saying, in effect, that a program is needed to achieve the equalization of educational opportunities within the several states. That is the rationale behind Title I of H.R. 16141. However, I repeat that whatever the merits or deficiencies of Title I of H.R. 16141, the Congress should proceed to enact nonpublic school tuition tax credits. I have no pride of authorship. If it should turn out that the 100 per cent- $200 limit proposal becomes the vehicle for nonpublic school tax relief, then I would support it wholeheartedly although I personally feel the Byrnes-Ford bill is preferable. In any case, it is mandatory that the Congress enact legislation which will enable the parents of nonpublic school children to enjoy some measure of tax relief and to avoid at least to some extent a double financial load. In my view, the United States Constitution guarantees Americans a freedom of choice in education. When rising costs of education make it difficult or even impossible in some instances for parents to enjoy that freedom of choice, then the Congress must act. Nonpublic schools are closing down in increasing numbers. Those that are surviving have been forced to increase their tuition rates. The burden upon parents has become very heavy. It is a situation which destroys freedom of choice. (more) -5- To give American citizens freedom of choice without penalty, the Congress should provide tax credits for nonpublic school tuition. I firmly believe that tax credits for nonpublic school tuition are Constitutional. The constitutionality test has hitherto been a stumbling block to aid for nonpublic schools. It is my opinion that aid to parents would be constitutionally acceptable. As Treasury Secretary George P. Shultz pointed out in testimony before the Ways and Means Committee last August 14, the Internal Revenue Code has allowed deductions since 1916 for contributions to nonprofit nonpublic schools and for church contributions which are, in fact, used to support schools. Said Secretary Shultz: "The fact that the tax benefit would come in the form of a credit, rather than a deduction, would serve to make the benefit more uniformly available to all taxpayers, regardless of their marginal tax rates." "We do not," he added, "believe the use of a credit as distinguished from a deduction raises any constitutional problems." Congress should, then, hasten to enact tax credits for nonpublic school tuition. This will not solve the problems of nonpublic school parents completely. But it will help tremendously. Federal income tax credits for parents of nonpublic school children are only fair. And enacting this tax relief will strengthen our entire system of elementary and secondary education in the United States. ### NONPUBLIC EDUCATION AND THE PUBLIC GOOD THE PRESIDENT'S PANEL ON NONPUBLIC EDUCATION FINAL REPORT The President's Commission on School Finance NONPUBLIC EDUCATION AND THE PUBLIC GOOD THE PRESIDENT'S PANEL ON NONPUBLIC EDUCATION FINAL REPORT The President's Commission on School Finance President's Commission on School Finance 1016 Sixteenth Street, N.W., Washington, D.C. 20036 (202) 382-1646 Neil H. McElroy, CHAIRMAN Mary T. Brooks William G. Colman Hilda A. Davis John B. Davis, Jr. John H. Fischer Dorothy M. Ford Norman Francis Eugene Gonzales Warren P. Knowles April 14, 1972 David H. Kurtzman William E. McManus The President Duane Mattheis The White House Wendell H. Pierce Washington, D. C. 20500 William G. Saltonstall W.B. Thompson Clarence Walton Dear Mr. President: Ivan E. Zylstra On March 3, 1972 your Commission on School Finance submitted to you its Final Report, EXECUTIVE DIRECTOR covering the aspects of our study which were Norman Karsh required by Executive Order 11513, dated March 3, 1970. Within the Commission you appointed a four-member Panel on Nonpublic Education with directions to report to you on matters of special concern to the Nation's nonpublic elementary and secondary schools. The Report of the Panel on Nonpublic Education is submitted herewith. In reading this report, it is important to recognize that it represents the views of the Panel members and that it has been neither reviewed nor approved by the Commission as a whole. Respectfully submitted, Eeroy Neil H. McElroy For sale by the Superintendent of Documents, U.S. Government Printing Office Washington, D.C. 20402 Price 60 cents Stock Number 1780-0972 462-107 0 72 2 The President Page 2 President's Panel on Nonpublic Education will be on some seven of our most populous States and on large urban centers, with especially grievous consequences for 1016 Sixteenth Street, N.W., Washington, D.C. 20036 (202) 382-1646 poor and lower middle-class families in racially changing Clarence Walton, CHAIRMAN William E. McManus William G. Saltonstall neighborhoods where the nearby nonpublic school is an Ivan E. Zylstra indispensable stabilizing factor. RESEARCH ASSOCIATE The social and economic costs to the Nation are too high April 14, 1972 Raymond Boileau to bear when compared to the lesser costs for effective public The President The White House intervention. The Panel, therefore, makes these four major Washington, D. C. 20500 recommendations: Dear Mr. President: (1) A Federal Assistance Program for the urban poor I have the honor to submit to you the final report of the through a four-pronged approach which includes: (a) reimbursement allowances to welfare families President's Panel on Nonpublic Education which you restablished for expenses connected with sending their children to nonpublic schools as well as supplemental in- on April 21, 1970. Throughout its deliberations the Panel has come payments to the working poor for this same purpose, (b) experimentation with voucher plans kept uppermost in mind your request for recommendations "that for parents of inner-city school children, (c) strict enforcement of the Elementary and will be in the interest of our entire educational system." Secondary School Education Act so all children receive the full benefits to which they are entitled, and (d) adoption of a Commission on School Finance Our findings confirm your initial assessment of the non- recommendation for an urban education assistance program to provide interim emergency funds on a public school situation: enrollments are falling and costs matching basis to large central-city public and nonpublic schools; are climbing. The trends, however, are neither inexorable (2) Federal income tax credits to parents for a portion nor inevitable if certain initiatives are undertaken. We have of nonpublic school tuition expenditures; sought to discover reasons for, and implications of, enrollment (3) A Federal construction loan program; losses. While the causes are multiple, interrelated, and (4) Tuition reimbursements on a per capita allocation formula in any future Federal aid program for education. difficult to isolate, the implications are clear. If decline Because the crisis is most acutely felt by church-related continues, pluralism in education will cease, parental options schools, notably Roman Catholic, the Panel has given serious will virtually terminate, and public schools will have to attention to the constitutional issue. It is persuaded that absorb millions of American students. The greatest impact The President Page 3 Contents although direct aid to nonpublic schools is prohibited, aid to parents and to children will pass judicial muster. Anticipating that such recommendations may provoke a debate Page CHAPTER I. Prologue: Mandate and Beliefs of significance to all American education, the Panel presents criteria which, hopefully, will prove germane and useful. A. The Mandate 1 B. Basic Beliefs 2 But the recommendations have not sought to evoke public response only. Much can be done by the nonpublic school CHAPTER II. The Nonpublic Schools: A National Asset community to help itself. Concrete suggestions, which can A. A Varied Enterprise 5 be adjusted to the needs of different nonpublic schools, have B. Current Status 6 also been made. Conscious of the great needs in the public C. A Posture of Confidence 10 sector, the Panel has acted on the premise that while non- 1. The Serrano Decision 10 public schools need and deserve outside help, large efforts 2. The Washington Seminar for Nonpublic of self-help are also required. A private voluntary enter- School Leaders 11 prise (a waning aspect in American life) must retain 3. The USOE Bridge 11 substantial responsibility for its own affairs, lest it 4. The Airlie House Conference 12 become private and voluntary in name only. 5. The President's Commission on School Finance 12 One final note: the next few years are critical to the future of pluralism in education. Whatever is done must be CHAPTER III. The Public Price for Private Failure undertaken with a profound sense of urgency. A. State Nonpublic Enrollment Patterns 15 Respectfully submitted, B. Urban Impact 17 C. Transfer Costs 19 Clarence C. Walton, Chairman CHAPTER IV. Constitutional Foundations for a Public Response A. The Federal Framework 25 B. State Requirements 29 C. Latest Judicial Benchmarks 29 D. Constitutional Guidelines 30 VII Page CHAPTER V. The Public Response Through Legislative Action A. Are Responses Adequate? 32 B. Major Recommendations 34 1. Federal Assistance to the Urban Poor 34 CHAPTER I 2. Tax Credits 38 3. Federal Construction Loan Program 42 PROLOGUE: 4. Tuition Reimbursement 42 MANDATE C. Funding New Programs 44 AND D. Conclusion 44 BELIEFS CHAPTER VI. The Private Capability THE NATURE OF THE MANDATE set before the President's A. Recommendations 47 Panel on Nonpublic Education as well as the Panel's related beliefs B. Summary 50 must be clear from the outset. For this reason the Panel immediately addresses itself to a clarification of these aspects. CHAPTER VII. Toward a Meaningful Public Discussion A. CHAPTER VIII. Summary The A. Findings of Fact 55 Mandate B. Implications 56 The President's Panel on Nonpublic Education came into existence C. The Public Interest 56 on April 21, 1970, when President Richard Nixon established this D. Recommendations 57 four-member group and charged it to do three things: E. Valedictory 57 1. To study and evaluate the problems concerning nonpublic schools; 2. To report the nature of the crisis confronting nonpublic schools; 3. To make positive recommendations to the President for action which will be in the interest of our entire national educa- tional system. The Presidential mandate, therefore, directed the Panel's investi- gations into the formally structured programs carried on by schools. In its deliberations, however, the Panel became keenly aware of an important and sometimes overlooked fact: While schooling is education, education is more than schooling. Research findings which deal with early childhood learning may turn out to be more significant than evaluations of present structures. Small illustrations signal large issues. The fact that eighteen-month olds reveal little difference in learning capacity and three-year olds exhibit sharp differentials tells us how much more we need to know about this critical and relatively short time span of early life. Little is known of and less is done with ways to help parents understand and fulfill their teaching role in the infant's life, to encourage families to help other families with the very young, to spur churches to go VIII 1 beyond ritualistic preparations for baptisms, confirmations, or bar person, the child's dependency on others for fulfillment, the primacy mizvahs in their relationships to the child, and to deploy public of the parental role, the necessary supportive involvement of society resources so effectively that teachers interact more constructively in through its school systems, the large uncertainties on how growth the parent-child relationships. and maturity are best achieved. Because various people read these In a more enlightened day, we shall learn how to respond more implications in different ways, a summary of our convictions is ap- innovatively to the coming of a new and precious resource, the new- propriate. Our credo is easy to state, noble to contemplate, difficult born child. For the present, however, it is important to remember that to realize. the Panel's charge was to focus upon the child after he has entered the formal schooling process. And even within this time frame and within We believe that when parents send offspring to school, a unique this institutional setting are enough complexities to excite the energies kind of contract comes into being. Parents, literally and figuratively, ask the teacher: "Will you help our child learn?" They invite some- of all and chasten the ambitions of most. A proper response to the President requires answers to seven im- one outside the family to participate in the quasi-mystical, highly intimate, and deeply reverent enterprise of launching a human being portant questions: into the "being human" stream. Long before the child reaches adult- 1. What is meant by nonpublic schools? hood, millions upon millions of stimuli (books and people, sights 2. What positive features and what forces make their preserva- tion a desirable and an achievable objective? and sounds, tastes and touches) will pound and batter the youth. 3. What negative factors severely jeopardize their future? It is the teacher's function to help sort out and transmit proper 4. What are the added costs, economic and cultural, to the signals; it is the teacher's role to share in the parental responsibility. American public if nonpublic schools decline and deteriorate? Home and school unite in a sacred trust! 5. What should government do in a constitutionally acceptable and economically viable way to help nonpublic schools? We believe nonpublic schools, in their variety and diversity, offer 6. What should the nonpublic school community do for itself? important alternatives to state-run schools. It is conceivable that in 7. What criteria are most relevant when Americans engage in years to come a larger degree of diversity will become characteristic the debate on the future of American education? of the public school system. But until public schools offer wider Answers to these questions are governed by facts and conditioned alternatives, it is not only legal but right that nonpublic options be by beliefs. How the Panel's conclusions have been affected by its available. Whether these nonpublic schools be rich or poor, tradi- basic philosophy may be best perceived through a straightforward tional or experimental, boarding or day, church-related or not, statement of its own credo. they have been, are, and should continue to be important parts of the varied American educational scene. B. We believe that men do not live by knowledge alone. They also Basic live by a set of human values-ethical, moral, and religious. The non- Beliefs public schools consciously seek to explore the utmost reaches of these When a child is born, one cycle in the miracle of human love values and to inculcate in the young a respect for them. The secular and human need ends. Another begins. The new cycle involves ques- underpinning for these values is found in the seedbeds of Greco- tioning and answering. Because the infant is totally dependent, it Roman civilization; the spiritual base rests chiefly on a Judeo-Chris- becomes the task of others to answer by word and deed the two most tian religious tradition. The resulting amalgam constitutes our demo- cratic and American values. Some two centuries have not eroded the profound questions any society faces: importance of what a 1781 charter of a nonpublic school said so What is a human being? well: What is being human? Goodness without knowledge is weak and feeble; knowledge The first query relates to fact: someone exists; the second relates without goodness is dangerous. Both combined form the noblest to fulfillment: existence is growth. Growth requires nurture and character and lay the surest foundation of usefulness to mankind.¹ direction, which are, in turn, the basic ingredients of the learning We believe a major purpose of education is to increase the indi- process. vidual's capacity for the generous enjoyment of life and the generous From such elementary observation emerge profound implications dealing with the sanctity of individual life, the inviolability of each 1 John Phillips, 1781. 3 2 sharing of his gifts; consequently, there must be realistic choice- choice of job, choice of church, choice of neighborhood, choice of school. Nonpublic school supporters, while understanding the tremen- dous burdens placed on public schools, must continue to offer a varied educational experience, use their freedom wisely, merit their tax-free status, and earn a just measure of public support. They must beware of frills, be willing to "make-do," and be eager to cooperate CHAPTER II at every possible opportunity with other schools. THE We believe that the true vision is not of schools, but rather of the NONPUBLIC individual child for whose growth the school shares responsibility SCHOOLS: with parents, church, and community. Nonpublic schools accept this A NATIONAL vision, and their record shows a continuing concern for the education ASSET of enterprising, creative, and compassionate human beings-a re- source on which the future of the Nation depends. It matters little A BRIEF DESCRIPTION OF NONPUBLIC SCHOOLS as re- that their numbers are small, but it matters ever so much that their vealed in their variety, their current status, and their future will serve quality is high, their contributions distinctive, their clients committed. as a helpful background for this study. They must not only survive; they must flourish. A. We believe that, as they flourish, they must ceaselessly remind Varied their patrons to do everything possible to assist the public schools Enterprise which themselves confront serious problems. The following quotation from a nonpublic school principal's letter to parents of his students While it is commonplace to divide nonpublic schools into two illustrates a point the Panel wholeheartedly endorses: basic types-independent and church-related-generalizations about While you pay tuition at this school, you also pay taxes for the them, even when so classified, can be dangerously misleading. Some support of your public schools. But paying taxes is not enough. are young institutions struggling for survival, and others are venera- Parents of children in private schools owe concern and time to ble institutions with origins dating to early colonial days; some offer the tax-supported schools. We are independent of many of the revolutionary new curricula, while others are content with traditional pressures to which they are subjected, and we must use whatever approaches; some are in great demand, while others face a threaten- influence we have to support them in their monumental task.2 ing future. The Panel's premise is clear: there is an interlocking set of rela- The ten percent of total enrollment now included in nonpublic tionships between all schools, and failure to recognize this elementary schools does not suggest, at first blush, any considerable figure, but fact can only resurrect or perpetuate narrow partisanships which ill this percentage represents 5,282,567 students. This number exceeds serve the Nation's children. by nearly 650,000 pupils the total public school enrollment in the It is from these philosophical perspectives that we judge. It is for Nation's largest State (California) and surpasses by 1,800,000 pupils others to determine whether such perspectives make sense, and if they New York's total public school enrollment. It is indeed a very sub- do make sense, to help translate them into reality. stantial enterprise. 2 Phillips Exeter, 1952. During the seventeenth and eighteenth centuries nonpublic schools were chiefly small academies, seminaries, or dame schools. Beginning in the nineteenth century and continuing into the twentieth, increasing numbers have been church-related. Some 3,200 independent schools now range in kind from kindergartens to mili- tary schools, from boarding (boys, girls, and coeducational) to country day schools, from traditional and highly structured schools to freedom schools characterized by innovation. Some recent addi- tions, like the Street Academies and the Harlem Preparatory School, have sprung up to meet minority needs and aspirations. 4 5 Far more numerous than the independents are the church-related institutions, Catholic, Protestant, and Jewish. There are over 18,600 such establishments, the largest of which is Roman Catholic, whose 12,000 schools enroll 4.37 million pupils, constituting eighty-three percent of the total nonpublic school membership. The long history and multiple types of nonpublic schools make several things clear: variety is as stimulating for education as for other spheres; freedom to form such schools is highly esteemed; and alternatives to public education are encouraged. By and large, the support base does not rest on people of wealth but on working families who have paid taxes to sustain public schools and who have paid tuitions to nonpublic schools because they have seen in them the kind of institutions best suited to their children's needs. B. Current the following terms: Nonpublic School Enrollment Distribution NON CHURCH RELATED 7% BAPTIST .5% CHRISTIAN (NAT'L. UNION) .9% FRIENDS .2% JEWISH 1.3% LUTHERAN 3.9% METHODIST .1% PRESBYTERIAN .1% PROTESTANT EPISCOPAL 1,0% SEVENTH DAY ADVENTIST 1.0% OTHER CHURCH RELATED 1.0% Status From research, recorded testimony, and distillations of its own experiences, the Panel defines the present status of these schools in 1. The enormous potential of parent power is effectively harnessed. 9.2% DIOCESAN & 2. Their teachers and students play a large part in decision- INTERPAROCHIAL 8.0% PRIVATE making. 3. Many are committed to experimentation. 4. Independent study and individual attention to students hold ROMAN CATHOLIC 83% high priority. 5. Special opportunities for improved education of American Indians, Black Americans, Spanish-speaking Americans, and other ethnic groups are being furthered. They will continue to offer the children of both new and old Americans an oppor- tunity to be educated as patriotic citizens, while, at the same time, they maintain a link with the rich heritage that is uniquely theirs. 65.8% 6. Many free or community schools are working toward the PAROCHIAL kinds of life style and education that parents and their chil- dren increasingly seek. Respect for the whole person and for warm interpersonal relationships is a factor of increasing importance. 7. Most people no longer see nonpublic schools as a divisive force or as a threat to the public schools, but rather as an integral part of American education, as partners with public schools, and as a necessary witness to the values of volun- tarism, pluralism, and diversity in American education. This attitude becomes more evident in considering the following items: A Gallup survey put the following question to a repre- sentative sample of the American public: "As you know, there is talk about taking open land and building new cities in this country. New cities, of course, would include 6 7 people of all religions and races. If such communities are 9. Nonpublic schools are rendering meritorious service in built, should there be parochial and private schools in inner-city areas where their continuance is crucially needed addition to public schools?" Seventy-two percent re- for the education of economically disadvantaged children. sponded yes, twenty-three percent no, and five percent no For this the following investigations offer buttressing data: answer. Respondents in areas where there are both public A research study in Michigan has revealed that there is and parochial schools answered eighty-four percent yes, "more evidence of equality of opportunity in the church- twelve percent no, and four percent no answer.¹ related than in the public schools." In terms of "educa- Recent research has confirmed the Greeley-Rossi find- tional advantages," a child in a "low status" community ings that Catholic schools, the largest segment of the is "better off in church-related schools than in public nonpublic school sector, are not a divisive force and schools." 7 would be so regarded only by those few who still dream A comparable study in Chicago produced evidence that about a melting-pot kind of American society at a time Catholic schools "were not, as had been charged, filtering when sociologists are saying that cultural pluralism urges off the most intelligent students in each area and leaving the conscious encouragement of ethnic and religious the dregs in the public schools. In fact, the Catholic diversity. Moreover, our research indicates there is room school IQs fell farther behind the public school IQs in to argue that the freedom to maintain the distinctiveness poor neighborhoods than in wealthy neighborhoods." that major segments of the population desire defuses dis- Catholic school pupils' achievement was equal or superior ruptive impulses. to that of comparable public school pupils where "per Research shows that public and nonpublic schools' coop- pupil cost was only 59.8 percent as high as the public erative plans and programs have received solid support school expenditure level.". from parents of children in both kinds of schools. In Chicago, "dollar outlays for instruction by the Cath- 8. Public policy generally favors continuance of nonpublic olic schools were more evenly distributed across neighbor- schools. The executive, legislative, and judicial branches have hoods of varying wealth than was the case with the public spoken: schools." It was also reported that "public schools were The President of the United States has declared non- benefiting wealthy and white communities more than public schools "provide a diversity which our educational poor and Black communities, while the Catholic schools system would otherwise lack.' 3 were benefiting poor and Black communities more than Acknowledging that nonpublic schools serve a public wealthy and white communities." purpose, the Congress and several States have enacted 10. The national mood favors voluntarism in education. This laws for the benefit of nonpublic school pupils. assertion is made in light of these considerations: The United States Supreme Court, in the Allen 4 textbook A nonpublic school is a voluntary enterprise. It begins decision, noted that legislative findings and court deci- when a community of people decides to make a private sions have recognized that "private education has played investment in nonpublic education. It continues as long and is playing a significant and valuable role in raising as the community maintains its support. It goes out of national levels of knowledge, competence, and experi- business when its backers withdraw their support. ence. Considering this attitude, the continued will- The American investment of private funds in nonpublic ingness to rely on private school systems strongly suggests schools is unparalleled in any other nation of the world. that a wide segment of informed opinion, legislative and For example, in the Chicago Archdiocesan school system, otherwise, has found that these schools do an acceptable parents of about 20,000 eighth graders enrolled for next job of providing secular education to their students." In September's Catholic high school freshman class pledged the Lemon ⁵-DiCenso⁶ decisions, the Court did not re- to spend in excess of $32 million for their children's sec- verse its findings in Allen, but only outlawed the Penn- ondary education over a four-year period. That kind of sylvania and Rhode Island patterns of aid to church- investment in private education is unheard of beyond the borders of our Nation. related schools (not necessarily to all nonpublic schools) because they involved the Court's conception of illegal There is a strong sentiment developing in favor of op- "entanglement" of Church and State. tions, for example, the choice of one of several public schools within a system or the choice of a public or non- 1 "How the Public Views Nonpublic Schools," 1969. public school by way of a voucher plan. It would be 2 Andrew W. Greeley and Peter F. Rossi. The Education of Catholic Ameri- utterly cynical to presume that all this interest in options cans (Chicago: Aldine Publishing Co., 1966.) 3 President Richard M. Nixon, "Message on Education Reform," March, 7 All quotations in item 9 are taken from Donald A. Erickson and George 1970. F. Madaus, Issues of Aid to Nonpublic Schools, Summary Analysis: Center 4 Board of Education V. Allen, 392 U.S. 236, 243 (1968). for Field Research and School Services, Boston College, Boston, Mass., Sep- 5 Lemon V. Kurtzman, 398 U.S. 569, 570 (1971). tember 17, 1971. 6 Early V. DiCenso, 398 U.S. 89 (1971). 9 8 is motivated only by racial considerations though, unfor- tunately, racial prejudice of one kind or another is effec- concern with the right of every child to equal opportunity and tively holding up general plans for options based entirely equal protection of the laws under the Fourteenth Amendment on educational considerations. explains its interest in-and approval of-the equity principle expounded in these decisions. C. 2. The Washington Seminar for Nonpublic School Leaders A Posture Another positive note was the immediate and affirmative re- for sponse to a recommendation made by the Panel, in its first Confidence interim report (February 12, 1971), that there be held a high- level meeting in Washington to review the nonpublic school In addition to the positive aspects recorded above, there are other crisis in all its dimensions. As a result, forty-four leaders, repre- grounds for optimism. Because 1971 brought Supreme Court deci- senting five million youngsters enrolled in nonpublic schools, sions that created considerable disappointment among nonpublic gathered in Washington on May 19-20, 1971. The Panel shared in these historic discussions out of which school adherents, there is a tendency to view the recent past as one emerged a decision to form a new organization called the Coun- of unrelieved gloom. A broader perspective leads to different assess- cil for American Private Education. CAPE, as it is familiarly ments. In point of fact, the year brought these five quite remarkable known, is a fledgling organization whose potential is yet to be developments which will be discussed individually: realized. To its credit, it has already undertaken serious efforts to eliminate the insulation which has existed heretofore among 1. The Serrano decision in California (August 30, 1971) components of nonpublic school systems; and its charter incor- 2. The Washington Seminar for Nonpublic School Leaders porates a philosophy of cooperative relationships with major (May 19-20, 1971); public school organizations, such as the National Education 3. Response by the U.S. Office of Education to a Panel rec- Association. Its determination to tell the story of nonpublic ommendation of February 12, 1971; education is commendable. 4. The Airlie House Conference in Virginia (November The Panel judges these to be important steps. It renders this 15-17, 1971) judgment because any review of school history demonstrates 5. The statement of the President's Commission on School that internecine rivalries-often petty and parochial in nature- Finance (March 6, 1972). have worked to the detriment of children. The widely held and misguided philosophy that what was done for one system must 1. The Serrano Decision invariably hurt the other will crumble only as common efforts The Serrano decision is of more than casual interest. Handed are made to enlist the support of all people at this critical time down on August 30, 1971, by the Supreme Court of California, in American education. CAPE's founding requires CAPE's the ruling declared that the State's funding system, with its funding, and the Panel urges its financial support to major heavy reliance on local property taxes, generated excessive foundations and sponsors of nonpublic schools. variations of expenditures per pupil among districts. Californi- ans were being classified according to wealth; and classification 3. The USOE Bridge by wealth, said the Court, is intolerable when it interferes with One of the Panel's first recommendations called for creation the "fundamental" interests of individuals. Education is a of a new structure within the U.S. Office of Education "to deal fundamental interest. directly with nonpublic schools and to make effective recom- The Panel, impressed by the Court's high sensitivity to the mendations to top officials in the Department of Health, Edu- concept of equity, asserts its dedication to the same high ideal cation, and Welfare." The Panel was led to this view by testi- and feels that Serrano (plus subsequent decisions in Minnesota, mony that the nonpublic sector was virtually ignored by public Texas, Arizona, and New Jersey) signals important advances in officials: data were inadequate, liaison almost nonexistent, dis- asserting the rights of all children to a fair share of tax resources. trust evident. It was the view of Commissioner Sidney Marland Related to Serrano is a Texas ruling by a panel of three Fed- that the proposed reorganization might prove dysfunctional and eral judges. The Edgewood Texas School District (with a poor that the proper response was rather a broadening of the Depart- and predominantly Mexican-American population) had a per ment's vision to embrace the entire educational system, includ- pupil expenditure of less than $300, as contrasted with $5,334 ing the previously neglected nonpublic sector. To that end, a for the richest Texas district. As the New York Times editorial- ized on December 25, 1971, "When the difference in financial coordinator for nonpublic educational services has been named support is almost 2,000 percent, the result is a Tale of Two to provide a direct link between the Office of Education and Schools that makes a mockery of equal protection." The Panel's nonpublic schools. This response is reasonable, and time must be allowed to 8 Serrano V. Priest, (Cal. App.) 89 Cal. Rptr. 345 (1971). demonstrate its value. Appraisal should be undertaken and publicly reported no later than December, 1974. 10 11 462-107 o 72 3 4. The Airlie House Conference and (5) equitable sharing in any new federally sup- The U.S. Office of Education sponsored a historic meeting at ported assistance programs. Airlie House in Virginia on November 15-17, 1971, which c. Evidence is inconclusive in regard to the amount of brought together approximately seventy educational leaders: program participation that nonpublic school children over thirty superintendents from large urban public school are receiving under Federal education programs for systems and their nonpublic school counterparts. No such which they are legally entitled. The Commission urges meeting had been undertaken previously. It was encouraging to that the Federal Government take action to guarantee note that common concerns for quality education permeate the to nonpublic school children equitable participation in leadership of both the public and nonpublic schools. Even all Federal programs for which they are eligible. in a group discussion on financing public and nonpublic edu- Though these programs would continue to be admin- cation which produced the most spirited and most divergent istered through public school systems, such action views, the conference summary recorded these telling points: 9 would insure that all eligible children attending non- a. Plural school systems are generally favored by public schools participate in federally aided programs. everyone. Neither rhetorical flourish nor desire for self-fulfilling proph- b. The problems of public and nonpublic city schools ecy prompts the Panel to welcome the Commission recommen- are much the same, that is, eroding tax base and flight dations as historic ones. The fact speaks for itself. When the to the suburbs. Commission began its deliberations, it was difficult for the Panel c. There is some evidence that funding and providing to anticipate that such support would have been achieved on services to nonpublic schools help support public edu- these delicate points. The action has been taken. The recom- cation. The more people involved, the broader will be mendations are going forward to the President and to the Con- the support of all education. gress. The points for well-tempered optimism are solid. The d. Nonpublic schools would be willing to submit to rea- possibility of imaginative and constructive action now lies before sonable regulations if they use public funds. us. e. To help solve urban problems, a new coalition of superintendents, mayors, and union leaders needs to be formed. The U.S. Office of Education is to be commended for this effort, and the Panel recommends the sponsoring of similar con- ferences. Initially, meetings of this sort cannot be expected to produce blueprints for action, but they can go a long way toward providing an atmosphere for constructive cooperation. 5. The Report of the President's Commission on School Finance In its final report the President's Commission on School Finance adopted the following positions: a. The Commission recommends that local, State, and Federal funds be used to provide, where constitution- ally permissible, public benefits for nonpublic school children, e.g., nutritional services such as breakfast and lunch, health services and examinations, transpor- tation to and from schools, loans of publicly owned textbooks and library resources, psychological testing, therapeutic and remedial services, and other allowable "child benefit" services. b. Aware that the provision of child benefit services alone will not make a substantial contribution toward the solution of the nonpublic schools' financial crisis, the Commission further recommends that governmental agencies promptly and seriously consider additional and more substantive forms of assistance, e.g., (1) tax credits, (2) tax deductions for tuition, (3) tuition reimbursement, (4) scholarship aid based on need, 9 USOE: Conference Summary, 1971. 12 13 1. Housing patterns are altered because people with sufficient money flee from overcrowded schools and leave the poor to endure deteriorating neighborhoods and schools. 2. Unemployment ratios between rich and poor, black and white become further distorted because overcrowded schools have a higher proportion of dropouts. CHAPTER III 3. Racial stability is most threatened where most needed because neighborhood nonpublic schools are frequently the major reason for holding whites in the THE area. PUBLIC PRICE Prudent policy-making requires analyses of major possible alter- FOR natives. If the accepted hypothesis is wholesale closing of nonpublic PRIVATE FAILURE schools, analysis of State and urban enrollment patterns, respectively, LIKE OTHER SIGNIFICANT VOLUNTARY ENTERPRISES reveals important conclusions. Modifications of estimates obviously qualify the conclusion, and the following analysis draws heavily on in America, nonpublic schools came into being to fill an important research authorized by the President's Commission on School Finance. need not met by a public agency. They operate under the constant and pervasive challenge of the market: if they fail to measure up to A. client expectations or if a public agency better serves the purpose, State they cease to exist. But education is not a genuinely free market because the public Nonpublic Enrollment sector holds a preponderant position which is buttressed by over Patterns $45 billion of tax money. If a difference in the resource base makes the existence of nonpublic schools precarious, the situation is ren- Nonpublic enrollments are concentrated in New York (789,110), dered more vulnerable because winds of change are sweeping every Pennsylvania (518,435), Illinois (451,724), California (398,981), major contemporary institution. Nonpublic schools feel the full con- Ohio (339,435), New Jersey (298,548), Michigan (264,089), and straint of, but do not enjoy the full benefit of, the market system. Massachusetts (205,011). These eight industrialized and urbanized A Rand Corporation report to the Commission noted that the States are heavily encumbered by costly public services, with serious public school establishments of large cities exhibit an incapacity to financial crises a distinct possibility. Disquieting signs are already adjust and that outside pressures are required for innovation. Despite appearing, such as extended public school holidays in Ohio because this alleged inability to respond effectively, public school enrollments of negative school levy votes, Pennsylvania's fiscal brinkmanship have increased twelve percent since 1965, while nonpublic enroll- prior to recent tax legislation, and staggering budget demands on ments have decreased by twenty-three percent. Possibly a paradox California and New York. is in the making. It is clear, however, that the public interest is Michigan is a dramatic case in point. Aware that its nonpublic related to the all-important question: if nonpublic schools do not schools (which in 1970 enrolled 287,000 pupils, or some fourteen per- survive, what consequences follow for public schools and for Ameri- cent of the State's school-age children) were in financial trouble, the can society? Three major conclusions must be considered in ren- legislature passed a bill authorizing use of tax funds for partial pay- dering a proper answer. ment of the salaries of lay teachers in Michigan's nonpublic schools. A. Public schools least able to accommodate additional pupils The amount authorized for this purpose was limited to two percent would be the ones generally hardest hit by the tide of transfers. of the total State outlay for education. In effect, the law brought aid B. Municipalities, already heavily burdened with rising taxes to nonpublic school pupils at an annual rate of about $130 per pupil, for projected public education needs, would confront militant much less than the annual rate of $843 per public school pupil. demands for even higher tax rates to sustain crowded public schools. In November, 1970, the Michigan plan was overturned by voter C. Social costs may prove to be even higher than economic approval of a constitutional amendment. Subsequent court action ones. For larger cities, closing nonpublic schools would have sustained the voters' veto. Repercussions from Michigan were felt marked impact on housing patterns, unemployment ratios, and across the Nation. Word reached the Panel that some nonpublic racial stability. 15 14 school leaders in Michigan were considering a total shutdown of their systems and that public school authorities were bracing for an ava- lanche of transfer students from closed nonpublic schools. Further reports indicated that parents of nonpublic school children were orga- 125,048 nizing a "vote no" crusade to defeat proposals for millage tax increase to pay public school bills and that some parishioners were strongly objecting to announcements of tentative plans to shut down parish MA schools. HN MASS CONN Because of the nature of this crisis and its possible meaning to other * n States, the Panel met in Lansing on May 24, 1971, with a number of N.Y. 279,835 business, education, and government leaders. After its investigation, PA. N SC FLA Projected Concentration of Nonpublic Enrollment Losses 395,410 the Panel concluded: that the school controversy had left a large seg- ment of Michigan citizenry frustrated and, indeed, bitter; that Mich- 3 GA igan's leadership in quality nonpublic education had been seriously OHIO 128,835 impaired; that the large and financially hobbled urban centers, nota- MICH. bly Detroit, would have to provide facilities for a substantial number TENN ALA IND of transfer students; that the white ethnics and Blacks in Detroit who prized their nonpublic neighborhood schools faced the dismal MISS 135,089 ILL. prospect of losing such facilities in the near future; and that projec- tions for the State's educational budget suggested an increase from 1970 to 1980 LA ARK $1.9 billion in 1970 to $3.7 billion by 1975-an increase that could 214,024 MO outstrip revenue by some ninety percent. NNI W The inescapable conclusion is this: the prospect of massive dis- locations exists in eight of the Nation's most populous States.¹ S DAK KAN B. DAK 2 NEB OKLA TEX Urban Impact The significance of nonpublic school enrollment for metropolitan COLO areas is suggested by a simple statistic: eighty-three percent of such M N WYO nearly two out of five school children are enrolled in nonpublic MONT UTAH IDAHO ARIZ These seven states will lose 1,416,122 nonpublic students. enrollment is found in these regions. In the twenty largest cities, schools. The top fifteen cities have the following enrollment figures, which reveal, interestingly enough, that ninth-ranked Buffalo and last-ranked St. Paul have percentages approximating that of Phil- 137,881 adelphia, where nonpublic schools enroll one of every three students. NEV 1 Economic Problems in Nonpublic Schools, p. 326. WASH ORE CAL. 16 17 2. Closing of nonpublic schools with resultant transfers to pub- Nonpublic Percentage of City enrollment total lic schools; 3. Parents' reluctance to send children to financially troubled schools; New York City 358, 594 24. 3 4. Parental decisions to avoid high tuition rates; Chicago 208, 174 27. 3 5. Parents' failure or inability to perceive any special educa- Philadelphia 146, 298 33. 6 tional and/or religious values in a particular school; Detroit 58, 228 16. 5 6. Lack of uniqueness; Los Angeles 43, 601 6. 3 7. Changing religious and cultural mores among parents in suburban areas; New Orleans 41, 938 27. 2 8. A lower birth rate in a particular locality. Cleveland 36, 922 19. 4 It is simplistic to conclude from research on enrollment trends Pittsburgh 36, 661 19. 4 Buffalo 36, 623 33. 8 that any single factor is so overriding that others can be discounted. Boston 35, 237 27. 1 Indeed, for city families with marginal disposable incomes, the cost may loom largest; whereas for suburban parents it may be distance Baltimore 33, 833 15. 0 to the nearest nonpublic school, new mortgage responsibilities, or Cincinnati 32, 653 27. 4 secular attitudes. Milwaukee 32, 256 19. 8 While attention has been focused on Roman Catholic schools be- San Francisco 29, 582 23. 9 St. Paul 22, 267 30. 3 cause they represent the largest and hardest-hit nonpublic segment, the problem is not exclusively theirs. During the past two years, en- rollments in independent schools have declined about eleven percent; In changing neighborhoods of such cities exist balances so delicate at military schools, ten percent; at boarding schools, four percent. that access to a school of choice affects a decision to move or to stay; Despite present rates for boarding students in excess of $4,000 a in the cities, too, are found other changing balances because unem- year, costs continue to outrun income. Ten years ago, only a quarter ployment, poor housing, infant mortality, and crime hit the poor of the Nation's independent schools were operating with deficits; by with vengeance. For example, a statistical sampling of county unem- 1971 the figure had doubled, and about twenty-five private schools ployment rates, welfare case loads, and housing vacancies as these have closed doors since 1968. As Newsweek (January 31, 1972) affect Chicago, Detroit, and Milwaukee reveals a consistently higher noted, "Most have been caught in a vicious circle: rising costs dic- city rate than found in adjoining communities. The obvious con- tate increased tuition which, in turn, serves to deflate enrollments." 2 clusion is that if the Nation needs vigorous cities, vigorous cities need their nonpublic schools. C. It is from these perspectives that a realistic assessment of the non- Transfer public school condition must be undertaken. The strength of the Costs social fabric is at stake, and schools-all schools-are an essential Estimating cost of transferring all nonpublic school pupils to public strand in that fabric. If the strand is weakened or severed, the un- schools is exceedingly difficult. A research team from the University ravelling process will accelerate with potentially disastrous conse- of Notre Dame developed three categories, described as: (1) low quences for the Nation. A weakening is at hand. excess capacity formula, which assumes a decrease in public schools' For the past five years, nonpublic school enrollment has been mov- pupil/teacher ratios; (2) crude excess capacity formula, which as- ing downward at an alarming six percent annual rate. If this trend sumes no change in pupil/teacher ratios; and (3) high excess capacity continues, enrollment will be about twenty-five percent less in 1975 formula which assumes that the pupil/teacher ratios will rise to the than in 1970. The presently distressed area is Roman Catholic, where highest level experienced during the past six years. Using these exists a distinct possibility that within a fifteen-year period, 1965- formulas, the researchers estimated the total cost in a range from 1980, enrollment may drop by almost sixty-five percent. Multiple approximately $7.7 billion (low excess capacity formula) to approxi- factors are at work, among which are: mately $4 billion (high excess capacity formula). The Panel believes 1. Movement of children from neighborhoods where there are nonpublic schools to neighborhoods where there are none; 2 More complete data may be available in a report prepared by USOE. Staff efforts to secure this so-called Kossoy Study were unsuccessful. 18 19 the higher estimate is more realistic in view of the trend to reduce public schools might have greater financial implications for fringe rather than to increase pupil/teacher ratios in public schools. suburban areas than for the Detroit public school system." 4 The problem would vary from State to State. In the rural and less Closing of Roman Catholic schools in Milwaukee would add densely populated States of the South and West, nonpublic school $47,800,800 in construction costs to the $76,000,000 program which closings would have little effect. On the other hand, seven populous has been authorized.⁵ industrial States (New York, Pennsylvania, Illinois, New Jersey, Cali- The summary of the University of Michigan for the three cities fornia, Ohio, and Michigan) would be called upon to absorb seventy was stated this way: percent of the costs associated with the transfer of nonpublic school It has been projected that if all the nonpublic schools which pupils to public schools. are experiencing financial difficulties, including many Roman These seven States would face a severe economic impact because: Catholic schools, were to be closed immediately, the additional (1) public school costs are already high in these areas; (2) public cost of housing pupils now in attendance would be as follows: school enrollments have not fallen as much as in other parts of the Chicago, $464,000,000; Detroit, $174,500,000; and Milwaukee $47,800,000. These funds ($686,300,000) would be in addition Nation so that the capacity to absorb more students is restricted. to resources required to fund the long-range construction pro- Even more than the State burden would be the city crisis. To grams for each of these cities. give this greater specificity the Panel considered results from research If nonpublic schools in these three cities closed over a longer by the School of Education of the University of Michigan. These period of time, the result would be that projected decreasing public researchers sought to draw an "urban financial profile" and used school enrollment might be correspondingly replaced by transfer Chicago, Detroit, Milwaukee, and Philadelphia for their laboratories. students from nonpublic schools. Slowly declining nonpublic school The question was this: Can the public school systems of these enrollments might make it possible for the central city public school cities, without securing additional facilities, absorb the pupils now systems, together with the public school systems of the surrounding attending nonpublic schools if all the nonpublic schools were closed? suburbs, to absorb substantial numbers of the nonpublic school pupils. The researchers took into special account the Catholic schools, which While the additional cost for capital outlay and operation would be enroll the largest number in each of these cities. Important variations much the same whether students transferred to the city schools or exist. to their suburban counterparts, the financial impact would be dis- In Chicago, A. Epstein and Sons, Inc., estimated rehabilitation tributed over a much greater area and a larger number of tax- and replacement costs for the public schools and concluded that payers. But the eventual impact is real and very substantial. $1,103,113,846 would be required, at current prices, to bring Chicago Philadelphia would be in more serious straits. The University of school facilities into good condition. But the University of Michigan Michigan report indicated that between 1965 and 1971 the Phila- researchers added: delphia school district spent $381,163,000 for capital improve- ments, but despite these herculean efforts the remaining capital If, in addition, it were necessary to provide facilities for program proposed for 1972-77 still carried an estimated price tag approximately 85,000 elementary pupils from the parochial of $339,244,000. An additional $60,000,000 would be required in schools and 45,000 secondary pupils, it would be necessary to increase this budget by at least $464,000,000. This would in- 1978, and annual expenditures of $40,000,000 for 1979-80 would be crease the total to approximately 1.6 billion dollars.³ needed to complete the currently envisioned capital program. Total cost of all phases of the school building effort would reach $880,- For Detroit, a building program to house adequately all public 400,000. With inflationary pressures, the total cost could be over school pupils would require a minimum expenditure of $234,000,000. $1,000,000,000. If all the Roman Catholic schools of Detroit were closed at once and their students were to be housed by the Detroit schools, an The University of Michigan researchers further reported that: additional $174,500,000 would be required. The research report also Accommodating the 136,500 pupils now in the Roman Cath- noted that if a massive shutdown of Detroit's nonpublic schools were olic schools of Philadelphia in accordance with the goals and priorities set forth would require a necessary additional expend- to precipitate a large exodus of families from the city, "Closing non- iture of almost $600,000,000. Housing the 58,900 secondary pupils will require about $290,000,000 and the 77,300 elemen- 8 The Financial Implications of Changing Patterns of Nonpublic School 4 Ibid. Operations in Chicago, Detroit, Milwaukee, and Philadelphia, p. 97. 5 Ibid. 20 21 tary pupils approximately $310,000,000 with no allowances for If these new construction needs are accurate, positive action inflation. must be taken to provide the needed funds or a moratorium on To consider adding a capital program of $600,000,000, even construction will result with millions of school children being ill- if spread over the next decade, in the existing long-range capi- housed and ill-educated.⁶ tal program for the Philadelphia area seems outside the range The Panel is persuaded that just to meet normal projections of of credibility, because 1971 has been a year of crisis for the public school enrollment, the public burden will become heavy and capital program of Philadelphia public schools. In July 1971, the capital program was halted with the Board of Education can become crushing if large numbers of nonpublic school pupils are announcement of the suspension of 28 projects which were to transferred into public schools. Apropos is the following statement of have been completed during the next five years. the Commission on School Finance: Even with the gradual phasing out to permit incremental absorp- Cost projections are startling. Outlays for education will rise tion of nonpublic school pupils into the Philadelphia public schools, substantially during the next decade if present trends continue. "it would still be impossible for the public schools to provide for Total expenditures of public school systems during the 1970-71 them adequately in the existing facilities or with facilities now school year came to approximately $45 billion. During 1975-76, according to projections provided to the Commission, expendi- projected. Even though fifty percent of the nonpublic school pupils tures are estimated to reach $60 billion, and will continue climb- were to transfer to suburban schools outside Philadelphia, it would ing to the end of the decade, so that in 1980-81, they will come to be impossible for the public schools of Philadelphia to absorb the some $64 billion. This is in 1970 dollars. If we assume that price remainder without incurring a crushing financial burden. The pres- increases at an annual rate of three percent, these figures will be ent financial crisis has been brought on in part by the necessity of approximately $69 billion for 1975-76 and $86 billion for 1980- the public school systems to rebuild the entire school plant, after 81. Paying for education is going to place enormous strains on the Nation's taxpayers. What is more, the cost of other public services years and years of neglect." are going to climb at least as much if not more.⁷ A blue ribbon task force, consisting of thirty-one prominent Phil- In the Nation there are now 17,498 school districts, which vary adelphia businessmen (Jews, Protestants, and Catholics), has just enormously in size and in resources; there are over 46,000,000 chil- completed its analysis of the Archdiocesan schools and declared that dren in the public schools alone, and the cost of education in these by 1975 the cumulative deficit will reach $55.4 million-even though projected per student cost for 1975 is $478, as contrasted with schools will be slightly over $1,000 per child this year, compared with 1971-72 per student costs in Philadelphia public schools of $1,027. half that sum just ten years ago. The Panel concurs with a Washing- Transfers may help the financial status of public schools if State ton Post editorial of January 23, 1972: "Any new Federal fundings sufficient to make any real differences to the local school districts will aid increases, but even this prospect is inadequate. Commenting on have to run, in national total, to many billions of dollars. It is hard the task force report, School Superintendent Matthew Costanzo ob- served that "if we had to take on the number of youngsters they to think of any other public responsibility that is simultaneously so massive and so intricate." Any serious thought about this massive say they will drop, we'll be in dire straits." The overall dimensions of construction costs are summarized in a and intricate responsibility must include attention to the fiscal con- report by the National Educational Finance Project, which declared: sequences of widespread closing of nonpublic schools. It is clear to the Panel that most public school budgets, already The school building shortage is a reality which cannot be heavily burdened by soaring costs for present and projected programs, overlooked in school finance programs. Even with the unprece- dented increase in school construction since World War II, a would have to be drastically revised if thousands of nonpublic school deficit of 500,000 classrooms remained in 1968. This backlog pupils were added to public school rosters. Budget adjustments might of needed construction accumulated during the Depression years require double-shift classes, shortened calendars, cuts in enrichment and World War II. Especially in urban districts antiquated and programs, and other reductions in quality. Yet, some public school educationally obsolete classrooms which normally would have systems already are confronted with the prospect of having to re- been replaced have remained in use. Between 1948 and 1968 the number of classrooms constructed trench on important programs for their present student body. Addi- each year increased from 30,900 to 75,400 and the average tional students at this time would not lessen the difficulty of giving expenditure per classroom increased from $32,815 to an esti- adequate education to presently enrolled pupils. mated $67,432. In the decade of the 1970's the Nation will need approximately 120,000 classrooms per year at an 6 Future Directions for School Financing, National Education Finance estimated annual aggregate cost of $7.8 billion in 1968-69 Project, pp. 29-30. dollars. The President's Commission on School Finance, pp. 11-12. 23 22 With recommendations from various groups for early childhood education, programs for exceptional children, vocational and adult education at all levels, and for the special needs of the inner-city schools, it is apparent that the magnitude of the challenge-when put in the context of the rising cost of other social services-is tremendous. CHAPTER IV Not unrelated to the total problem is a disinclination of the Ameri- CONSTITUTIONAL can people to ratify and support additional revenues for the schools. FOUNDATIONS In 1965 approximately three of every four bond issues received FOR A public support; in 1971 less than half were ratified. PUBLIC The following table reveals a melancholy story: RESPONSE BECAUSE NONPUBLIC SCHOOLS MUST MEET both Federal BOND ISSUES and State legal requirements and because at times sharply different Public elementary and secondary school bond elections held, with emphases separate the two, the question of aid to pupils enrolled in number and percent approved, 1965 to 1971 these institutions involves complex issues of constitutional law. Number of elections A. Percent Fiscal year ending Total Approved Approved The 1965 2, 041 1,525 74. 7 Federal 1967 1, 625 1,082 66. 6 Framework 1969 1, 341 762 56. 8 1971 1, 086 507 46. 7 Although the American Constitution is silent regarding educa- tion, court interpretations of the First and Fourteenth Amend- ments have developed a legal matrix wherein certain rights and In summary the Panel concludes: limitations are reasonably defined. Most basic is the parental right 1. Projected costs to maintain the present level of public educa- of choice of a school for their children-a right safeguarded by tion and to meet urban school construction needs are the Supreme Court's Pierce 1 decision, handed down forty-seven years prohibitive. ago in the Oregon school controversy occasioned by that State's 2. The history of rejected school bond issues is not encouraging. 3. The burden for transferring nonpublic school students to the effort to compel parents to send their children to public schools. public sector will fall most heavily on States and center cities Although the decision in the 1925 Pierce case was keyed mainly to the which already carry heavy financial loads. confiscation of private property without due process (the Oregon 4. Collapse of the nonpublic schools in these areas may well statutes would have put all nonpublic schools out of business), the prove disastrous. Pierce decision did give legal sanction to a parent's choice of non- 5. The social costs could prove more onerous and dangerous public school for State-mandated schooling. than the economic burden. In subsequent decisions, the Court removed any lingering legal The American people thus face two basic choices: doubts regarding the parents' right to send their children to a 1. Stand by passively while nonpublic schools decline and accept nonpublic school. The Court's latest thinking will be revealed in a the inevitable consequences of further increased taxes occa- forthcoming decision involving Amish parents in Wisconsin who sioned by the transfer problem, or have pleaded that they should not be required to send their children 2. Act on the premise that wise public policy requires interven- to high school because formal education beyond the eighth grade tion at critical points to sustain a system which educates over five million youngsters, evokes a multi-billion dollar private is inconsistent with Amish religious tradition. The case involves investment effort, and provides for parental choices. profound questions about the public good, the State's role as parens The Panel concludes that public action is required, but this raises patriae, parental rights, and religious freedom. very complex legal issues. 1 Pierce V. Society of Sisters, 268 U.S. 510 (1925). 24 25 It is one thing to assert parental rights over the education of In 1971, the Court ruled on three separate cases which were, how- children and quite another to protect such rights when the exercise ever, consolidated for oral argument and were closely associated in thereof-partly in response to State requirements-is crippled for the Court's verdict. The first (Tilton V. Richardson) involved the social, religious, or economic reasons. Consequently, the Supreme constitutionality of the Higher Education Facilities Act of 1963, Court has been asked over the past 25 years to create a body of law which provided Federal construction grants for colleges and univer- through interpretations of the First and Fourteenth Amendments, sities as long as the facility was not used for religious worship or in with practically all cases hinging on the constitutionality of using connection with a divinity program. By a five to four vote the Court public funds for the benefit of pupils enrolled in church-related upheld this Act and added the proviso that buildings constructed schools. From these cases have come ground rules which affect every with public funds could never be converted to religious purposes. recommendation for government action. The other two cases (Lemon-DiCenso) related to religiously affili- In the 1947 Everson 2 decision, the Court upheld the constitution- ated elementary and secondary schools. Involved in the Lemon case ality of a New Jersey law which provided tax-supported transporta- was the constitutionality of Pennsylvania's 1968 Act which authorized tion for nonpublic school children on substantially the same basis as the Secretary of Education to purchase certain secular educational for public school pupils. The key to this decision was that the law services from nonpublic schools, directly reimbursing those schools could not deprive a citizen of a public service either because of his solely for teachers' salaries, textbooks, and instructional materials. faith or his lack of it. The Court, however, also ruled that the First Reimbursement was restricted to courses in specific secular subjects; and Fourteenth Amendments prohibit tax aid for the direct benefit textbooks and materials had to be approved by the Secretary, and no to a church-related school. In effect, the Everson decision closed the payment would be made for a course containing any subject matter door to proposals for tax support of nonpublic schools but opened it expressing religious teaching, or the morals or forms of sectarian to a variety of tax-financed child-benefit services. In somewhat over- worship. simplified terms the judicial maxim was that aid to the nonpublic The DiCenso decision hinged on the validity of Rhode Island's school child is legal, but aid to the nonpublic school is illegal. 1969 Act which provided a fifteen percent salary supplement to In 1968, the Court was asked in the Allen case to rule on a New teachers in those nonpublic schools where the average per pupil York law which authorized the loan of publicly owned textbooks to expenditure on secular education was below that of public schools. nonpublic school children. Evidence during the case was presented to Eligible teachers were required to offer courses taught only in pub- show that loaned textbooks, at least indirectly, helped nonpublic lic schools, with materials used in public schools; further, teachers schools by relieving them of expenses which would have been passed had to agree not to teach religion courses. along to parents. In a decision with far-reaching implications, the What did the Court decide? The following is apposite: Court ruled that the constitutionality of the statute did not revolve Every analysis in this area must begin with consideration of the primarily around the question of whether a church-related school was cumulative criteria developed by the Court over many years. aided in some way, but of whether the statute had (a) a secular pur- Three such tests may be gleaned from our cases. First, the statute must have a secular legislative purpose; second, its principal or pose, (b) a secular effect, and (c) neither aided nor inhibited reli- primary effect must be one that neither advances nor inhibits gion. The Court ruled that the New York textbook law complied religion; finally, the statute must not foster "an excessive govern- with these criteria. mental entanglement with religion." 4 In 1970, the Court took jurisdiction in the Walz 3 case in which On the basis of failure to avoid excessive government entangle- the constitutionality of tax exemptions for church-owned real estate ment with religion, the Court struck down the aid programs in was challenged. The Court conceded that tax exemption is surely a Rhode Island and in Pennsylvania. The opinion, written by Chief form of substantial indirect aid to church institutions but that it was Justice Burger, recognized that the Court's "prior holdings do not preferable to taxing their properties because taxation would entangle call for total separation between Church and State" and that "some the State in church matters in ways not permissible under the First relationship between Government and religious organizations is in- Amendment. Thus was added the criterion of "excessive entangle- evitable." The Court nevertheless declared that, unlike such neutral ment." services as bus transportation, lunches, or textbooks, it could not "ignore the dangers that a teacher under religious control and dis- 2 Everson V. Board of Education, 330 U.S. 1 (1947). cipline poses to the separation of the religious from the purely secular 3 Walz V. Tax Commission, 397 U.S. 664, 674 (1970). 4 Lemon v. Kurtzman, 398 U.S. 569, 570 (1971). 26 27 aspects of the pre-college education. The conflict of functions ad- supplements, which have now been thwarted; plans for purchase of heres in this situation." secular educational services in Illinois and New York have similarly In a concurring opinion, Justices Douglas and Black sounded a fallen. Still to be decided are Maryland's scholarship plan, tax credit sharply different note. Because sectarian schools allegedly afford "the plans in Minnesota and Hawaii, and Illinois' multiple approach, church the opportunity to indoctrinate its creed delicately or in- which includes tuition vouchers for inner-city nonpublic school pupils. directly, or massively through doctrinal courses," 5 such institutions In summary, the law is still being molded and shaped by both come under pervasive religious control. Justice Brennan's separate judicial philosophies and political events so that the final phase in the opinion ran along parallel lines. The practical effect was to have four Federal drama over nonpublic school education is still to be enacted. Justices (Brennan, Black, Douglas, and Marshall) take the position that all direct aid to church-related schools, at whatever level and B. in whatever form, is unconstitutional. The majority was unwilling State to accept this position. Requirements In the Panel's view the full Court had an inadequate perception Meanwhile, States labor with their special judicial problems. Under of realities in parochial schools because it failed to pierce the institu- the Tenth Amendment to the Constitution, "powers not delegated to tional veil. The entire focus was on the powers of the hierachy, the the Federal Government and not prohibited to the States are reserved role of the pastors, and the teaching commitment of religious; ig- to the States or to the people." Under these residual powers, New nored were parents, teachers, and pupils who are now cut off from York in 1894 adopted the Blaine Amendment, which effectively out- certain forms of public assistance. lawed any form of public aid to nonpublic schools-a prohibition Others have launched sharper critiques. One such criticism holds subsequently emulated in one form or another by over forty States. that, by judicial fiat, there is now a virtual disenfranchisement of Having taken such action, the States' logical step was to provide religiously committed people with respect to public policy questions free public school systems open to all-even though fiscal respon- about which their churches have a strong position. They ask whether sibility for meeting these prerequisites fell on local communities. De- the civil rights of Lutherans or Jews or Quakers are to be suppressed spite constitutional restrictions and uncertainties, States have con- under the guise of "no religious division" in the same way that the tinued to enact laws to provide tax-financed auxiliary services for civil rights of Negroes were curtailed by a Supreme Court ruling nonpublic school children. (Plessy V. Ferguson,⁶ 1896) that "separate but equal" treatment was What emerges in States with a Blaine philosophy, however, is an necessary for peace and order. Finally, it might be noted that some approach toward nonpublic education that is more restricted than constitutional lawyers feel the time has come to challenge the denial possible Federal initiatives; in other States the response is diluted by of benefits to nonpublic school students on grounds that educational uncertainty over how far public authorities may legally go to foster appropriations are public welfare benefits which should not be re- the common good when church-related schools are involved. These stricted by religious conditions. The challenge should be mounted. Whatever legal opinions are involved, the Panel shares Mr. Justice facets have serious implications for the general-welfare clause of the White's minority statement that not only has the majority decision Federal Constitution and for the level of possible public initiatives ignored the evidence in the Rhode Island case ("on this record the Panel deems most appropriate. In the wind are significant straws there is no indication that entanglement difficulties will accompany which suggest enlargements in judicial constructions, and these will the salary supplement program") but that- be noted by policy-makers. Some of these indications are worth The Court thus creates an insoluble paradox for the State and noting. the parochial schools. The State cannot finance secular instruc- tion if it permits religion to be taught in the same classroom; C. but if it exacts a promise that religion not be so taught Latest and enforces it, it is then entangled in the "no entanglement" Judicial aspect of the Court's Establishment Clause jurisprudence. Benchmarks Repercussions from this decision have been many. Michigan, Con- necticut, and Ohio had plans to use State funds for teacher salary Developments in State courts and in lower Federal courts indicate that the "equal protection" clause of the Fourteenth Amendment 5 Ibid. 6 will increasingly be called into play. While the full significance of the Plessy V. Ferguson, 163 U.S. 537 (1896). 29 28 Serrano decision is yet to be determined, it strongly suggests that the 4. Systems of accountability for public benefits to nonpublic judiciary has not relinquished the task of social reconstruction begun students must be balanced in ways which permit legitimate ac- in 1954 by the Warren Court. Citizens may soon have constitutional countability while simultaneously avoiding excessive govern- rights to demand adequate and fair expenditures for essential public ment entanglement. services; hitherto these have been defined by references to such serv- 5. Cash subsidies for direct aid to nonpublic schools should be avoided. ices as fire and police protection. Now the courts hint that welfare, 6. The academic integrity of nonpublic schools must be clean air, and clean water may be conceived as "rights." preserved. In the American context, the previous task of social reconstruction 7. While programs requiring day-by-day or week-by-week sur- has been involved heavily with indirect redistribution of wealth; if veillance of nonpublic schools should be avoided, minimum equality of treatment is supplemented by a due-process concept of public educational standards are reasonable. 8. Legislators must continue to wrestle with the paradox that adequacy of treatment, then a formidable new stage in social engi- aid for secular subjects must not be distinguished from aid for neering awaits us. The Court has often shown itself responsive to religious subjects; yet they must be constantly aware of the public opinion and to the needs of the times. Since public opinion prohibition against the use of public funds for sectarian today is more aware of the importance of nonpublic schools, more purposes. aware of parental rights, and more concerned with mounting educa- 9. Participation by nonpublic schools in a public aid program should be accompanied by signed compliance with Title VI tional costs, there is a distinct possibility for a more commodious judi- of the 1964 Civil Rights Act, which outlaws discrimination cial interpretation of parent's rights over the education of their on the basis of race, color, and national origin. children. Other peoples with democratic traditions have met the challenge, and it is difficult to believe that Americans will be less imaginative or less concerned with justice. Canadian law has long allowed reli- gious minorities to maintain their own schools; its federal system leaves the bulk of educational questions to decisions by the several provinces. The effect is a variety of methods which result in substan- tial amounts of public funds for religious schools. Not unrelated is the Dutch experience in the public funding of educational alterna- tives. The Dutch have provided financial parity for public and pri- vate education for over a half century. The resulting system of "seg- mented integration" has served as a mitigating factor to restrain the social and cultural impact of modernization. The end result is a guarantee of the right to, and the possibility of, education for every part of the population according to its own belief and choice. D. The Constitutional Guidelines Though for the present the Panel must operate within a frame- work of existing judicial realities, it feels that forms of public sup- port for nonpublic school students must reckon with the following: 1. All laws must be designed to further a public purpose, that is, to promote education. 2. All school pupils should be eligible beneficiaries of aid pro- grams-preferably under a single statutory rubric. 3. Financial assistance rendered for the benefit of a nonpublic school pupil should be subject to review by public authority. 30 31 ous question: Will nonpublic school pupils be placed in a seriously disadvantaged position? In light of current constitutional and fiscal matters, it is the Panel's considered judgment that public interest requires the Federal Gov- ernment to take major initiatives toward a solution of the financial crisis in nonpublic education. Staying well within the restrictions of CHAPTER V the First and Fourteenth Amendments, the Federal Government can enact legislation for the general welfare by providing legal forms of THE aid to nonpublic school pupils and to their parents. Further, because PUBLIC it is in a position to see the full picture, the Federal Government can RESPONSE perceive interrelationships between all facets of schooling, including THROUGH the special financial problem in the nonpublic sector. Seeing problems LEGISLATIVE as they really are is the first step toward solution. ACTION The Federal Government not only has the resources to take this SINCE THE PUBLIC INTEREST is deeply affected by the fate step but already has a record of achievement in the Elementary and of nonpublic schools, it follows that the Government may not remain Secondary Education Act adopted in 1965. ESEA, as it is commonly indifferent. The real question is whether the States, which have his- called, heads the list of Federal programs which have benefited non- torically been held responsible for education under the Constitution, public school pupils to a significant degree. This law was developed are equipped to meet the new challenge. Sufficient political, constitu- from a valid presumption that inclusion of nonpublic school pupils is tional, and fiscal reasons exist to suggest that States alone are unpre- required both in the interest of equity and in the interest of securing pared for this necessary task. In the following analysis attention will the political support needed for enactment of Federal aid legislation for public schools. ESEA still stands as the Federal Government's be given to specific legislative and administrative actions required for nonpublic school pupils in the public interest. first major legislative achievement which constitutionally and effec- tively benefits all children. A. Appreciation of ESEA's solid accomplishment does not preclude Are new legislation adequate to cope with the present crisis. More is Present required than existing special child-benefit services under public Responses school auspices. What is needed is a constitutional and efficacious Adequate? plan which permits parents to exercise choice without forcing them to assume impossible or unreasonable financial burdens. We have recorded the fact that State responses to the needs of Research has revealed that outside help from churches, philan- nonpublic school youngsters depend on: (1) the percentage of non- thropies, foundations, and individual donors is not keeping pace with public school enrollment; (2) the constitutional flexibilities or in- nonpublic schools' escalating expenses; for the foreseeable future, flexibilities; (3) the wealth of the citizenry and their willingness to therefore, most additional costs will be passed along to consumers. be taxed for social purposes; and (4) the backlog of unmet needs. Many parents, already hard pressed by pleas for more donations to Even where fresh plans have been launched to reflect a State's spe- nonpublic schools (notably church-related ones), by higher tuition cial circumstances, uncertainties persist. Some have been ruled un- and fees, by rising taxes (property, income, sales, and other) for constitutional; others are pending in court; several have been enacted public education, feel the limit has been reached. Clearly, any exor- into law but not implemented. bitant increase in tuition and fees leaves parents with little choice but In its final report, the President's Commission on School Finance to transfer their children to a public school. In that sense, financial made full State funding of education a pivotal recommendation when difficulties may be said to be at the heart of the crisis. But in a real it urged States to shift major financial responsibility from local communities to State governments. Federal incentive grants have sense the burden varies according to spatial distribution. For the been proposed as a means to stimulate development of comprehensive inner-city poor the weight is crushing; for middle Americans in the plans toward this objective. This advocacy of full State funding, $7,500-$15,000 levels (and especially for those at the low end), the projected almost totally in terms of public schools, raises a very seri- load is significant; for young suburbanites with new homes, new 32 33 mortgages, and possibly new value orientations, the encumbrance is more marginal. There are nonpublic schools in the central city which ing, insufficient diets, and inadequate schools. Retarded in basic skills go unused by many who want and need them, but cannot afford by the end of the third grade, unable to undertake creative work in them; there are nonpublic schools in metropolitan regions which are intermediate grades, and frustrated by their growing inability in the under utilized because parents are unsure of their ability to meet upper grades, thousands start high school with a self-fulfilling proph- expected tuition increases or uncertain of the school's ability to sur- ecy that they will be on the drop-out list at age sixteen-idle, un- vive financially; there are, relatively speaking, negligible numbers of wanted, and unemployable. nonpublic schools in new suburbs because private construction has Better schools alone will not solve inner-city problems; nor will come to a virtual halt. huge sums of additional money break the awful cycle of poverty. Because parents within various socioeconomic groups experience Nevertheless, a comprehensive Federal urban assistance program different handicaps in exercising their right of educational choice, can be used to restructure urban education so it will meet more public policy is challenged to provide relief from excessive burdens in effectively the needs of the urban poor. Frustration has been gen- different ways. Furthermore, simply trying to envision how these erated by the needless complexity and seeming aimlessness of a multi- needs will be satisfied during the critical five-year span ahead sug- plicity of well-intentioned but poorly designed Federal programs. gests that the Federal Government will become more deeply involved The urgency of Federal assistance to the poor in urban public in long-range educational programs. schools is evident, but equally in need are these same children in nonpublic schools. These pupils, too, need experienced and devoted B. teachers as well as a curriculum designed for inner-city conditions, Major psychological testing and remedial services, a full range of audio- Recommendations visual equipment and supplies, health and nutritional programs, The Panel, therefore, proposes four major recommendations: counseling for their parents, safe and clean school buildings, and a rich extracurricular program. Many are not receiving all these 1. Federal assistance to the urban poor through: (a) supple- mental income allowances for nonpublic school tuitions for special services because their schools are generally on an austerity welfare recipients and the working poor; (b) experiments budget, with some on the verge of closing this June. with vouchers; (c) full enforcement of ESEA provisions en- Inner-city church-related schools face difficult financial problems titling nonpublic school pupils to certain benefits; and (d) an because: (a) their revenues are derived from low-income clientele; urban assistance program for public and nonpublic schools. (b) parishes, the chief contributors to the schools, now in the chang- 2. Federal income tax credits for part of nonpublic school tuition. ing neighborhoods count few adherents; (c) the increasing member- 3. Federal construction loan program analogous to the F.H.A. ship in Spanish-speaking parishes are usually very poor; (d) present instrumentality for home buyers. school buildings are old and expensive to maintain; and (e) instruc- 4. Tuition reimbursements to insure equity for nonpublic school tional costs have increased because more lay teachers are required. children in anticipated long-range programs of Federal aid These schools manage to survive because their teachers usually live to education. where they teach and practice what they preach; having voluntarily Each of these recommendations calls for detailed analysis. accepted poverty as a way of life, they are natural neighbors to the 1. Federal assistance to the urban poor poor and create a climate of trust. They deeply feel that their pupils Is is grossly misleading to presume that the inner-city poor are a deserve a full program, with all the advantages afforded children nondescript mass of culturally, socially, intellectually, and economi- who live outside the poverty belt. More help to these children is cally disadvantaged people. These people are individuals, each with an imperative. talents and aptitudes, hopes and dreams, determinations and drives To achieve this objective the Panel recommends a four-point Fed- to make life worthwhile despite job discrimination and other eral program which includes: (a) supplemental income allowances prejudices. for nonpublic school tuition to public welfare recipients and to the Studies on urban education offer incontrovertible evidence that working poor; (b) voucher plan experiments; (c) full enforcement thousands of children in the heart of large cities are locked into a of the Elementary and Secondary Education Act entitling nonpublic cycle of unending deprivation which starts with substandard hous- school pupils to benefits; and (d) an urban education assistance 34 35 program for both public and nonpublic schools. A brief analysis of lic officials as they perceive the needs of the poor, not a few of whom, each point will elucidate this recommendation: however, would like less service and more freedom. The voucher plan is a step in that direction. a. The Panel recommends that welfare reform legislation should include provisions for a supplemental budget allowance c. The Panel recommends full enforcement of the Elemen- for reimbursement of nonpublic school tuition to (1) parents of a child eligible for aid to dependent children, and (2) to tary and Secondary Education Act which entitles nonpublic parents in the category of the "working poor." school pupils to certain benefits. At present, Title I of ESEA is the Federal Government's largest This recommendation is consistent with the objectives of welfare assistance program for urban poor school children. It requires State reform, is moderately expensive, and is a practical way to allow the poor to exercise real choice of schools. Indeed, welfare reform rests and local public school authorities to arrange for nonpublic school on the premise that in an affluent nation, citizens should be able to pupils to receive a wide variety of auxiliary school services under support themselves without relying on monetary aid from the Gov- public school control. While fairly effective, these arrangements have ernment. This is why most welfare reform plans include a provision been so involved in some places that for all practical purposes non- for incentive allowances to welfare recipients pursuing an education, public school pupils have been denied their rightful benefits. The training, or rehabilitation to render themselves economically self- Federal Government should therefore insure full compliance. sufficient. d. The Panel endorses the recommendation of the Com- The Panel is convinced that many welfare parents want self- mission on School Finance for the "initiation by the Federal dependence for themselves and for their children; they see in the Government of an Urban Education Assistance Program to pro- nonpublic schools a high quality, firmly disciplined, and richly pro- vide emergency Federal aid on a matching basis, over a period ductive education. Welfare mothers have been known to cut back of at least five years, to help large central city public and non- public schools finance such programs as (1) development of on their food to pay nonpublic school tuition. These parents say to experimental and demonstration projects on urban educa- their children that although they depend upon public welfare for tional problems; (2) replacement or renovation of unsafe, un- food, on public housing for home, on public clinics for health care, sanitary, or antiquated school buildings and equipment; (3) their chosen nonpublic school is their oasis in the midst of imper- addition of remedial, bilingual, and special teachers and pro- sonalism. Indeed, welfare allowances as reimbursement for nonpublic fessional personnel; (4) addition of teacher aides and other supporting personnel, and provision of instructional materials school tuition would also be an incentive to other welfare recipients and services." to sacrifice for nonpublic school expenses beyond tuition. The proposal's cost is modest. An unpublished staff study of the This proposal recognizes the urgency of the inner-city problem Joint Committee on Internal Revenue Taxation (February 10, 1972) and the necessity to maintain an effective partnership between public is the basis for the Panel's estimate that supplementary payments and nonpublic schools. Some formidable obstacles exist, however, for toward tuition costs for welfare recipients and for the working poor the nonpublic schools. For one thing big-city public-school officials do would not exceed a total maximum of $30 million a year. This total not favor funding nonpublic schools. According to one Commission- presumes that about 370,000 children from approximately 175,000 sponsored study, "these administrators do not accept the argument families with annual adjusted gross incomes less than $5,000 would that the taxpayers would get a better break by supporting the non- be eligible and that the average tuition allowance would be some- public schools before they close rather than paying for the absorption what less than $100 per child. This means that extra funds would of these students into the public schools if or when they close." 1 A have to be raised from church donations and other sources. like reaction to this problem is seen among State legislators. In another Commission report, "a majority (58%) disagreed that a school-aged b. The Panel recommends experimentation with the voucher child is entitled to State support of his education regardless of the plans which afford parents of inner-city children genuinely school attended." 2 The Commission itself obviously viewed the sit- free choice between public and nonpublic schools. uation differently, as does the Panel, which recognizes the subtle dif- There is a pressing need to determine whether inner-city parents ference between the public and the vested interest. with vouchers in hand could bring about improvements in both pub- lic and non-public schools. In a laudable effort to help the poor, re- 1 What State Legislators Think About School Finance, p. 25. forms are often conceived by public officials and implemented by pub- 2 Big City Schools in America, Ch. VII, p. 27. 36 37 In addition to the political and psychological obstacles there is under the plan: (1) the taxpayer, not the school, is subject to audit, another rooted in constitutional complications. Due note has been and (2) the prime beneficiary is the parent who exercises a constitu- taken of court interpretations which bar direct aid to church-related tionally guaranteed option of enrolling his children in a nonpublic schools, but the Court must now be asked to face the real-world school. Also, the charge that tax credits are of indirect aid to a non- situation where nonpublic schools provide sound education, generally public school can be countered with the argument that they parallel across sectarian lines, in areas where public schools are often over- the kind of indirect assistance which comes from any form of tax crowded and understaffed. Presently the poor have little or no choice, exemption-a tax provision held constitutional in the Waltz decision. and this poverty factor could make a difference in judicial reasoning Equally relevant are these facts. Tax credit legislation imposes no regarding aid to a church-related school. In the Panel's judgment it administrative burden on public school agencies, requires no public should make a difference. school system to share its resources with nonpublic schools, and en- Constitutional considerations may ultimately require inner-city, genders no competition between public and nonpublic interests for church-related schools to alter their corporate structure in order to funds appropriated for the benefit of all school children. The public receive government funds essential to their survival. For example, schools would continue to receive their subsidies and run their pro- they may have to be legally separated from the parish; while such a grams as they see fit. requirement could be regarded as an intolerable form of governmen- Two important issues remain: whether constitutional criteria re- tal intrusion, virtually any adjustment to legal conditions is prefer- quire tax credits to apply (1) to school expenses other than tuition, able to closing any inner-city church-related schools. In short, the such as fees or textbooks, and (2) to both public and nonpublic school Panel beseeches the Federal Government and the churches to spare expenditures. The first issue presents little difficulty. No constitutional no effort to preserve these schools, schools which the poor support reason obliges Congress to authorize tax credits for school expenses out of their meager resources. other than tuition. The second provokes divergent opinion among To the poor, this Nation should declare: No more closings of experts. The Panel perceives nothing inherently unconstitutional in inner-city nonpublic schools! a tax credit plan covering only nonpublic school tuition payments; at the same time, it acknowledges the advantages of integrating tax 2. Tax Credits credit legislation with other laws for the general welfare of American The Panel recommends prompt enactment by Congress of education. Actually, this integration may present no great problem legislation to authorize Federal income tax credit to parents for part of tuition payments to nonpublic elementary and because it now appears that the Federal Government may move in secondary schools. the direction of a general aid formula which allocates funds to the States on the basis of their total school-age population. Colloquies with leaders representing a broad spectrum of non- Recognizing that legislation should be governed by principles of public education and dialogues with distinguished experts on con- simplicity, clarity, and enforceability, and should leave no loopholes stitutional law have encouraged the Panel to make tax credits an- for abuses, the Panel sees merit in limiting the tax credits to tuition other specific and urgent recommendation. Under a Federal income only-an expense which is readily verifiable for auditing purposes and tax credit plan, parents of a non-public school child could deduct therefore meets the requirements for good law. from their final tax liability (not from their gross income) an amount equal to part of their tuition to a nonpublic school. (b) Tax credits serve the public good by promoting justice and by The Panel is confident that tax credit legislation will: (a) meet encouraging private investment in nonpublic education. constitutional criteria, (b) promote the public good by sustaining Under the Internal Revenue Code, deductions and credits are the current private investment in nonpublic education, (c) elicit intended to establish greater horizontal equity by affording allow- public support, and (d) bolster the morale of parents of nonpublic ances for special burdens and to encourage private investment in school children. A comment on each is in order. activities which serve the public good.³ Examples of allowable deductions for special burdens are medical (a) Constitutional criteria and tax credits expenses, casualty losses, State and local taxes, and interest payments. Federal income tax credits have a strong probability of meeting Examples of tax incentives are deductions for donations to religious, constitutional criteria. Because the Supreme Court has only recently charitable, and educational institutions, as well as investment and ruled that legislation "excessively entangling" church and State is unconstitutional, tax credits avoid forbidden entanglement because ³The Panel's study is drawn from Roger Freeman, Income Tax Credits for Tuitions and Gifts in Nonpublic Education, which was prepared for the Commission. 38 39 retirement credit respectively. These adjustments are allowed for any (d) Tax credits will have a healthy psychological effect on non- number of voluntary decisions. The State and local taxes a person public school patrons. pays depends, in part, on a personal decision regarding his place of Many parents, depressed about the future of nonpublic educa- residence, standard of living, investments, choice between taxable and tion, are understandably fearful that financial difficulties may tempt nontaxable securities, and the like. If a justifiable reason exists for a school authorities to cut corners in the academic programs, with taxpayer to assume a particular obligation, such as the adoption of a resultant harm to their children's scholastic progress. Toleration child, he is entitled to a tax adjustment. The same holds true for a of mediocrity has sharp limits among those able to make a choice. voluntary donation to a college, a hospital, or a church. Now is the time for government responses which can have multiple It is logical to conclude that tax credits for nonpublic school tuition psychological effects in restoring parents' confidence in the viability will, as have comparable adjustments, (1) sustain private invest- of nonpublic schools. Suggestion of such governmental action pro- ment, (2) relieve the burden of millions of Americans who exercise vokes consideration of the nature of the required legislation and the choice in the education of their offspring, and (3) lessen the likeli- cost of its implementation. hood of further burdening the taxpayers if nonpublic schools close. While the Panel has not endorsed a particular bill, it concludes Private investment in nonpublic schools can only be approximated. that a satisfactory statute should include these salient features: One U.S. Office of Education study estimated the nonpublic schools' total annual operating costs at $4.7 billion,4 while a conservative staff 1. Restriction of tax credit to tuition paid to nonprofit non- public schools which are in full compliance with Federal civil figure was less than half that amount. What makes precise recording rights requirements; difficult is that many nonpublic schools, particularly those whose ex- 2. Limitation of tax credits to a fixed percentage of the tuition penses are included in a general church budget, have not kept strict paid for nonpublic elementary and secondary school educa- accounting records which isolate school expenses. The actual re- tion (some pending bills set the percentage at fifty percent) placement value or market value of nonpublic school buildings is 3. A maximum tax credit per child, set at a figure which provides substantial aid for parents without subjecting the also difficult to appraise because there is no wide demand for school Federal Government to an excessive loss of tax revenue property. (some pending bills have set the maximum at $400 per It is logical, however, to conclude that if taxpayers could be as- child) ; sured that part of their tuition payments could be used as offset 4. A reduction in credit for high-income families. to their Federal income tax, they would be willing to maintain and The Cost eventually increase their investment in quality nonpublic educa- tion. Every dollar of tax credit allowed for nonpublic school tuition Estimating the costs for the total amount of tax credit which will be matched by a dollar or more of private money invested in parents of nonpublic school pupils could claim under proposed legis- American education. The alternative to no credit could be a diminu- lation is difficult. An unpublished staff study of the Joint Committee tion of private investment to the point where virtually all American on Internal Revenue Taxation, dated February 10, 1972, has education would have to be publicly financed. the latest and probably the most reliable estimate. By considering both low-income families whose tuition payments exceed their tax (c) Tax credits will elicit public support liability and high-income families whose credit would be reduced Tax credit legislation need not arouse the highly emotional dis- under the proposed legislation, this study estimates the cost to the putes which have beleaguered various proposals for direct Federal aid Federal Government at approximately $500 million. to nonpublic schools, notably to church-related schools. Testimony Clearly, if tuitions rise and enrollments remain constant, the cost from many sectors encourages the Panel to believe that enlightened would increase, but relatively few schools levy tuitions at the $800 public discussion of tax credits will lead to these conclusions: (1) level which would be required to reach the suggested $400 maximum they can relieve the complex financial crisis in nonpublic education; credit. Further, parents would still be required to pay at least half (2) they will cause no difficulty for public education; and (3) they the tuition so that demand will afford some restraints on pricing in will maintain a healthy pluralism. Major opposition will come from the educational market; finally, even with increases, the tax money those anxious to see nonpublic schools disappear altogether or so re- denied the Treasury would be substantially less than the total duced in numbers that they count for nothing in American education. amount of tax funds required to accommodate nonpublic school pupils in public school. 4 Projections of Educational Statistics to 1979-1980, USOE, 1971. 40 41 above the previous year's percentage. Between $4 and $5 billion 3. Federal construction loan program would be required over a five-year period to provide incentives The Panel recommends legislation leading to the establish- for full State funding. ment of a Federal construction loan program analogous to the In an understandable desire to avoid needless control over the F.H.A. instrumentality for home-buyers. States, the Federal Government may simply allocate Federal funds The Federal Government has a successful history of substantial on the basis of a State's total school population. This question then loans for construction of educational facilities and further prec- arises: will nonpublic school pupils who are counted in by the edents in the National Defense Education Act, where NDEA loan Federal Government for the purpose of allocating funds to the programs have helped millions of American students. Certain non- States be counted out by States when actual benefits are distrib- public school enrollment losses have been attributed to a combina- uted? If this should occur, nonpublic school children would be vic- tion of mobility and resulting opportunity loss; when families with tims of an intolerable injustice. Yet such a possibility exists be- children enrolled in nonpublic schools move from one place (usually cause of State constitutional restrictions or because of indifference urban) to another (usually suburban), they find nonpublic educa- in State capitals to nonpublic school pupils' needs. The Panel there- tion is not available. In the new area the first hurdle to alternative fore recommends that every plan for general Federal aid to the education is the construction cost, which, incidentally, tends to run States include a provision which guarantees nonpublic school pupils' higher in the very areas where many church-related schools have equal participation. This guarantee can readily be accomplished placed greatest emphasis. by a tuition reimbursement process or a withholding provision. Completely modern and permanent new plants can be prohib- Under a tuition reimbursement process, every State receiving itively expensive to sponsors. In a following chapter the Panel rec- Federal funds allocated for all school children in that State would ommends experiments with mobile, low-cost units.⁵ Initial programs, be required to establish a special account which, under State con- supported through joint ventures with the U.S. Office of Education trol, would be so administered that parents could claim reimburse- and the Department of Housing and Urban Development, may have great utility for school construction in new towns (a growing phe- ment for nonpublic school tuition up to the full cost of tuition or nomenon) and for replacement of obsolete inner-city buildings. the full Federal per capita allotment-whichever is lower. Pennsyl- Predictions for any widespread use of such loans cannot be made, vania and Ohio have already embarked on the reimbursement route, but here again innovative government penetrations can test the and therefore on-going programs exist to provide guidance for the Federal effort. market, analyze the results, and make proper assessments of such a program's long-range practicality. This recommendation is consistent The Panel, aware of possible constitutional difficulties with the with the Panel's philosophy to encourage private investment efforts tuition reimbursement process, nevertheless recommends its inclu- and to build on successful government precedents. sion in Federal legislation so that eventually it can be tested in the courts. The alternative is to exclude nonpublic school pupils from the 4. Tuition reimbursements Federal program. Such exclusion the Panel firmly rejects. Convinced that the Federal Government will be more deeply The withholding provision could be employed when a State is involved with long-range programs of Federal aid to educa- forbidden by its own constitution to administer Federal funds in aid tion, the Panel recommends a tuition reimbursement process for of nonpublic school pupils. The Federal Government would then nonpublic school children to assure full equity in all such withhold a pro rata share of the State's allocation and administer undertakings. such funds through the process of tuition reimbursement for the par- While the Commission on School Finance expressed the view that ents of nonpublic school pupils in that State. The withholding pro- the Federal Government should only play a role supplementary to vision is a process which has guaranteed nonpublic school pupils' the States in financing school costs, it also recommended Federal participation in the national school lunch program and in several incentive grants to reimburse States for part of their costs of rais- ESEA programs. ing the State's share of total State and local educational outlays 5 Chapter VI, A, 7. 43 42 C. cultivated human beings-requires greater Federal concern for edu- Funding cation. We believe the Federal Government has the resources to work New with the States in providing equitably for every child's educational Programs need, has the capacity to create mechanisms to stimulate both private Newspaper accounts have reported that a Federal value-added and public efforts to offer quality schooling, and has the ability to tax might replace the local property tax. Since there are 17,000 engineer techniques for disbursements that insure efficiency, account- ability, equity, and non-entanglement. school districts which levy property taxes for their schools, it is clear that considerable time will be required to allow substantial adjustments. The value-added tax is presently employed in most of the Com- mon Market countries of Europe and can generate, according to published estimates, amounts in the neighborhood of $15 to $20 billion annually. It is a form of national sales tax imposed on manu- facturing and distribution. Cost of the tax to the manufacturers is passed on to the ultimate consumer in the form of a price increase. Various reports indicate that government officials feel that a value- added tax would encourage American exports to Europe. The Ad- visory Commission on Intergovernmental Relations has been asked by the President to study the value-added tax proposal in detail, and the Panel feels it inappropriate to duplicate efforts. It only notes that the proposed value-added tax embodies an ele- ment of regressivity. No tax should be imposed which places a dispro- portionate burden on the poor or low middle class. It may be possible, however, to provide for certain exemptions (food and medi- cine) and to incorporate certain devices (negative credits for those who pay no taxes or are in low-tax categories) to mitigate the more obvious disadvantages of the value-added tax. The Brookings Institution (through the studies of Joseph Pechman and Benjamin Okner) has presented evidence to two Congressional Committees which rejects the value-added tax in favor of compre- hensive income tax reform. The Brookings' proposals would reduce the average tax payments for families with incomes below $25,000 and would sharply increase taxes for the higher-income families. All options will be explored, and the Panel welcomes these undertakings. D. Conclusion The Panel believes that contemporary America-with its high mo- bility, its State and regional economic interdependencies and dis- parities, its need for trained manpower, enlightened citizenry, and 44 45 Because traditional values and conventional wisdom are under assault, more urgently needed than ever are schools which teach certain objective, moral and spiritual standards. As bioengineers learn more about human conception and human growth, the greater will be the pressures for social decisions relating to the individual's right to life, his relation to death, his sexual rights and duties, and the like. Today's debate on public attitudes to- CHAPTER VI ward abortion is simply a prelude to the whole issue of social control over individual life. Other questions impinge on the THE morality of war as an instrument of national policy, the priority of conscription, the traditional work ethic, the dimension of in- PRIVATE ternational justice, and the very concept of an all-sovereign CAPABILITY Nation-State. Church-related schools also wrestle with situa- THROUGHOUT THIS REPORT have run reinforcing themes. If tionist ethics, the nature of a faith commitment, the God-man relationships, authority, and the like. If the old challenge to the poor are to get educational choices and if the middle class are not sponsors of church-related schools was the preservation of the to lose theirs, the Federal Government must help. At no time, how- faith, the new challenge embraces the whole panorama of basic ever, was entertained the notion that the nonpublic school community tenets on which a free society rests. would be, or should be, rescued totally by a public effort. The maxim A. that "God helps those who help themselves" has this secular variant: Recommendations "When the going gets tough, the tough get going." That times are tough is made clear in Commission-financed re- If the need for nonpublic schools is apparent and if combined pub- search on the economic and social dimensions of the nonpublic lic and private resources can be accumulated, the remaining ingre- school crisis. These studies blend quantitative data, facts, digests dient is the will to put the nonpublic house in order. As a step in this of secondary research, generalizations, projections, opinions, and sug- direction, the Panel recommends that each nonpublic school under- gestions, and could leave the impression that nonpublic schools are take the following: so hopelessly situated an immediate call to abandon ship is the only sensible course. Produced by competent scholars under contract with 1. Clarify its unique identity as a voluntary enterprise by the Commission, these findings must be critiqued by other experts setting forth its particular goals and objectives within the context of its resources and commitments. before being accepted as the only policy-relevant body of informa- 2. Increase its association with all private and public schools tion. No matter how the research is analyzed, it is clear that herculean in the locality. measures and heroic self-sacrifice are called for. 3. Practice a policy of broad-based accountability-fiscal, pro- This message, addressed to the nonpublic school community, is fessional, academic, and civic. Nonpublic schools should lean premised on both a fact and a value judgment. The stark fact is over backwards to let the world know what they are doing. this: given the enormous demands on the public purse, no govern- 4. Accept a component of greater risk. The risk will vary from ment instrumentality is able to provide full funding for private school to school. One may face bankruptcy as an alternative to closing because of immediate financial pressure; another educational ventures over the next critical five-year period. The may endure public misunderstandings of its highly innovative value judgment holds that a substantive voluntary commitment of academic programs; another may alienate clientele or both financial and human resources is essential to the vitality and financial backers because of a commitment to racial inte- quality of the nonpublic school enterprise. gration; and still another may opt to stay in a troubled Before delineating specific recommendations, however, the Panel neighborhood when opportunities beckon elsewhere. The future belongs to these nonpublic schools which dare to be wishes to reemphasize some very positive developments: exceptionally right. Significant self-assessments leading to corrective action are tak- 5. Break the problem-psychosis web which has created an ing place in many systems. Highly competent groups of externs unfortunate image of the Nation's nonpublic schools. That have just completed two exhaustive studies for parochial schools nonpublic schools face a crisis is obvious, but a world of in Washington and Philadelphia. difference exists in perceiving the crisis as a challenge to do A growing conviction exists that what was done fairly well by better or as a prelude to inescapable disaster. poor immigrant groups can be better done by today's affluent 6. Embark on vigorous recruiting programs. The seller's mar- society. ket has ended. Parents who, a few years ago, were willing 46 47 to pay a premium to enroll their children in a nonpublic d. Take steps to give full-time employment by means of school are "shopping" for the best school. It now is a buyer's the year-round school, and/or assignment to summer market where children will be in short supply to a degree school. Supplemental employment may be one way to contradicting predictions made only three or four years ago. guarantee teachers an annual wage commensurate with Most institutions will have to move competitively to maintain their professional status and performance. their membership. e. Use the services of non-salaried volunteers whenever If nonpublic schools are to operate at the full capacity possible. A voluntary enterprise should welcome volun- necessary for financial health, their staffs, alumni, and spon- teered assistance. sors must undertake aggressive recruitment effort. Certain 10. Intensify efforts to expand and improve all private income prestigious academies and private universities with their sources. Potential for increased revenue from higher tuition systematic searches for qualified applicants have for years and fees and from larger contributions is unclear. While there shown the way. In these efforts, it is common practice to is evidence that raised tuitions cause no mass exodus, one involve not only professional recruiters, but alumni and study showed that objection to higher rates was the alleged faculty as well. If alumni and teachers stand by while enroll- reason for about twenty percent of the transfers from non- ment drops, then who but themselves must carry a major public schools. burden for their institutions' crisis? A hard question for financially harassed nonpublic school 7. Experiment with mobile units to minimize construction administrators is whether the support level can be raised. costs-especially in growing suburbs where needs for new When economists were asked how much more supporters of public services are acute and public financial resources nonpublic schools can pay, they answered that the gross stretched. Nonpublic school construction, a booming industry amount of money in the hands of the nonpublic school people during the late fifties and early sixties, has come to a virtual is more than sufficient; but the real potential is inseparably halt, with the result that students who have moved from city linked with judgments on the worth of nonpublic education. to suburban neighborhoods are without choice. High con- Federal tax arrangements encourage voluntary support, and struction costs deter churches and other traditional sponsors full use of such incentives should be made. from going deeper into debt for new suburban schools. What An average annual tuition of only seventy dollars for occurs in the school is more important than what is put on Roman Catholic elementary schools is so remarkably low that the school. Mobile units can be easily dismantled when other it can probably be raised without undue hardship. The figure, facilities are required, when elements in the new community however, is misleading because the average includes a large have resources for more permanent facilities, or, finally, when number which for years have never charged tuition; con- the same units are more needed to meet other changing sequently, the median figure for schools charging tuition is mobility patterns. higher. Whether a school derives its chief support from tuition 8. Pool resources with other nonpublic schools in a unified or from church contributions is immaterial in terms of the public relations project. The advantages of such a joint total need, but the pattern of finance does, of course, have enterprise are many. No public-relations program can be implications for government programs described elsewhere successful without the institution defining its image, and no in this report. package can be long sold unless realities match the claims. Without prejudice to its firm recommendations for gov- Schools must measure up to their stated ideals. Another ernment aid programs, the Panel proposes these avenues to by-product will be greater exchanges of information on cur- increase private investment: ricula, teacher recruitment, staff salaries, budgetary opera- a. For the support of church-related schools, encourage in- tions, and the like. A knowledge of common problems may creased donations to the church, at least in proportion to induce common solutions. And, of course, the ultimate goal inflationary trends. The income tax advantages should of a more enlightened citizenry will be more fully realized. be made clear to all prospective contributors. 9. Exercise firm control over operating costs. In this regard the b. Regular raises are recommended so that tuition income Panel urges consideration of the following specific possibilities: will not lag behind the higher prices being charged for a. Operate at full capacity. Each school should determine the school's normal purchase of goods and services. the number of pupils it can recruit and service within c. To avoid "hand-to-mouth" financing and an atmosphere the limits of its physical, financial, and personnel of constant crisis, nonpublic schools should have profes- resources. sionally prepared budgets developed after the widest b. Achieve payroll savings which result from differential possible consultation with the schools' patrons and bene- staffing, including employment of part-time teachers in factors. A major factor in the budget should be a long- special fields and paraprofessionals. term commitment to steady support. c. Purchase equipment and supplies through cooperative d. Full public accounting should be made of the revenues agencies which give the advantages of wholesale prices. and expenses, with a view to publicizing both the gen- 48 49 erosity and the needs of those supporting and operating nonpublic schools. e. Within its own tradition, each school should take full advantage of all government benefits. 11. Form partnerships wherever possible with institutions of higher learning and especially with those having the same sponsors. Qualified interns and apprentices should be hired, and public regulations restricting their employment should be CHAPTER VII modified. Innovative arrangements with college and univer- sity faculty should be undertaken to the end that new and exciting teaching materials may be provided at low cost, TOWARD consultant services offered on a sustaining basis, and other A MEANINGFUL special skills acquired. PUBLIC 12. Intensify the personal relationships between teacher and DISCUSSION pupil. One consistent result of attitudinal surveys offers evi- dence to show that supporters of nonpublic schools believe such institutions give more individual attention, maintain FOUR YEARS FROM NOW, when the Nation celebrates its two- better discipline, and encourage an atmosphere of serious hundredth anniversary of independence, the fate of nonpublic study. If this personal dimension is as crucial as research in- dicates, then the nonpublic schools must extend and reinforce schools, as they are known today, will have been largely determined. that quality. Experiments which involve parents in the child's Wide discussion must precede public policy decisions regarding the learning experiences could prove enormously advantageous. future of pluralism in American education. The discussions will be 13. Embrace a full share of the moral and legal responsibility lively and the conclusions fateful. The Panel suggests these key for integrated education. Mere compliance with the mini- mum requirements of civil rights laws is not enough. The criteria for enlightened public debate: Nation expects its nonpublic schools to lead in discovering reasonable ways to advance the cause of racial integration. A. They should set a good example. Under no circumstances The should a nonpublic school allow itself to become a haven for pupils in flight from public schools undergoing racial inte- Criterion on gration. It is useful to recall President John F. Kennedy's Constitutionality words at the time of the Birmingham crisis: Laws alone cannot make men right-we Americans Even as schools struggle to further the ideal of a desegregated so- are confronted primarily with a moral issue. It is as old ciety, they concurrently face the task of reconciling religious freedom as the Scriptures and is as clear as the American Con- stitution. The heart of the question is whether all Ameri- with the Non-Establishment Clause of the Constitution. New ap- cans are to be afforded equal rights and opportunities, proaches should be undertaken in the light of recent decisions. whether we are going to treat our fellow Americans as we want to be treated. It is not enough to pin the B. blame on others or to deplore the facts we face. It is time The to act in our daily lives. Criterion of B. Opportunity Summary The basic premise for opportunity asserts that all children have The foregoing suggestions can only be made meaningful by the a moral right to an education appropriate to their needs and potential. non-public school community itself. To that end the Panel urges Obvious needs include education for competence in skills of read- CAPE to seek funding to support programs of self-help. The rescue ing, mathematics, and writing, and in such other civic-vocational operation must begin at home. The agenda for the rest of the skills that may constitute the individual child's specific interest. Be- decade is formidable. It is also exciting and attainable. yond these informational areas are the formational needs, that is, grounding in moral and spiritual values, without which a free peo- ple cannot long exist. 50 51 C. F. The The Criterion of Criterion of Choice Incentive Primary responsibility for education rests with the parent, not This criterion refers to mechanisms which encourage Americans with the State. The fundamental expression of such obligation is the to invest in education, to take an active role in its development, and capacity of parents to select the school which they deem best accords to give freely and voluntarily to its support. Willingness to shoulder a with their child's needs. Rejected is the notion that a State, because fair tax burden is essential, but if willingness stops at this point, the country not only loses voluntary contributions to, and voluntary it depends on an enlightened citizenry for its survival, should insure investments in, the education of its children but also departs sub- it by legislation which eliminates the parental role. In exercising this stantially from those laudable voluntaristic efforts noted by de right, quite obviously parents may not indulge in racial or other Tocqueville in his classic study, Democracy in America. Everything forms of social injustice. should be done to maintain and increase the multi-billion dollar investment in nonpublic school students. This investment is mean- D. ingful to the vitality of an American society and to over five million The students enrolled in the privately-supported sector. Criterion of Not unrelated to private investment is private giving. Anything Quality which encourages a donative policy, with the concomitant note of sacrifice, should be encouraged. Personal sacrifice contributes toward A school must be responsive to the varying needs of different chil- cementing a free society. Something important has been learned dren. While research on educational effectiveness is very extensive, from civil rights legislation in terms of what the Government can do the findings are neither consistent nor policy-relevant. This holds true to foster and sustain a free society, namely, that without good will whether the research deals with: (a) input/output paradigms, in and voluntarism the most noble legislation will prove inadequate. which achievement is determined by the largess of resources offered the student; (b) the process approach, in which achievement is re- G. lated to student/teacher interaction; or (c) the organizational ap- The proach, in which schools with multiple goals have their success meas- Criterion of ured by bureaucracy. The Panel feels that one truism underlies all Diversity others: competent men and women teaching what they enjoy, where Part of America's genius has been to welcome people of richly they wish, to students seeking to learn have a positive quality denied variegated origins. Too often the ideal has been breached under the to educational enterprises lacking these basic conditions. misguided view that "one nation indivisible" meant one homogenized citizenry. In truth, the United States is really a Nation-State com- E. posed of many national and cultural groups, with private institutions The the practical means to reflect this diversity. But private institutions Criterion of are in grave jeopardy. As Alan Pifer stated in his 1970 report to the Equity Carnegie Foundation: No plan for educational reform should be encouraged if the net Unless this decline (in private institutions) is arrested and result is to diminish or obstruct the goal of a free, responsible, and reversed, we and our children after us, will almost certainly be living in a society where the idea of private initiative for the integrated society, to place the heaviest financial burden on those least common good has become little but a quaint anachronism able to sustain it, or to deny access to schools favored by parents largely associated with the mores of an earlier age. Perhaps at for their children. Equity, therefore, embraces not simply economic that time there will be Americans who are reasonably satisfied with the kinds of lives offered them by a society which functions standards but psychosocial and moral qualities. While equity defies solely through public institutions. But there may well be others precise quantification, it will yield to rough-hewn norms for justice. with a great yearning for more variety, more choice, more 53 52 animation, and more freedom in their lives than such a system would be likely to provide. Not all Americans will accept these criteria, and many who do accept them will give different interpretations on what they really mean and how they can best be implemented. The important thing is to place the criteria under critical judgment and to trust democ- CHAPTER VIII racy's ultimate logic. SUMMARY THE FINAL BALANCE SHEET must, of course, include major findings of fact and the implications of these findings for the public good. A brief restatement of both provides appropriate prelude to the Panel's summation of recommendations for both public and private action. A. Findings of Fact These are the finding of fact: Wide diversity of types exists within the nonpublic school segment. Enrollments are declining. Roman Catholic elementary schools lost 20.7 percent of their registrants between 1963 and 1969; the Missouri Synod of Lutheran Schools has also dipped in enrollment. But researchers reported, "It seems likely that the storm now buffeting Catholic schools will soon affect most other nonpublic schools in the United States." 1 Factors explaining declines are so mixed that it is un- wise to rely on a single-cause approach in developing policy recommendations. Costs are rising. This is especially true of teachers' salaries, which constitute about seventy percent of operation costs. The growth of nonpublic school salaries can be expected to keep pace with that of the public sector. Constitutional criteria are still fluid, even though direct aid to to church-related schools is impermissible. Nonschool influences on learning are so powerful that solu- tions directed only toward school problems will prove inadequate. Widespread ignorance of the nonpublic school enterprise exists. Acceptance of nonpublic schools as necessary and non- divisive components of American education is growing. 1 Issues of Aid to Nonpublic Schools, I, Ch. VII:2. 55 54 B. indicate that their parents consider these schools preferable Implications in quality to public education available to them. 1. For the nonpublic community: These are surely elements of consequence to the public purpose. The days of an assured student demand and automatic D. support have ended. Recommendations Overemphasis on problems, to the neglect of problem-solving, has created a poor public image. For the nonpublic school community: Insularity has impeded comprehensive reform because prob- lems of one school were not perceived as potential problems Sharpen identity by defining specific goals and objectives for for all schools. each school. The public school crisis itself is so severe that demands for Associate with public and other nonpublic educational total public funding are presently unrealistic; therefore public agencies. support plans will still require enormous self-help. Practice broad-based accountability. 2. For the public: Break the problem-psychosis syndrome. Recruit vigorously. Some $3 billion of added operating costs could annually fall on the already heavily burdened public sector if nonpublic Experiment with economical mobile school construction. schools collapse. Mount joint public relations projects. The heaviest burden will fall on seven industrial States and Keep tight rein on operating costs. on major urban centers which desperately need stabilizing Strive to reach all private income sources-tuitions, gifts, support from every source. contributed services. The sociocultural costs may prove more prohibitive than Build partnerships with colleges and universities, especially dollar costs, especially for racially changing neighborhoods. with those maintained by the same sponsors. Effective choices for alternative education are declining. Intensify the personal dimension in teacher/pupil relation- ships. C. Involve parents. The Be a dedicated partner in integrated education. Public For the public: Interest Support Federal assistance programs for the urban poor. There is no doubt that educational pluralism is a force for good Grant Federal tax credits for nonpublic tuition costs. in American life. This view is fully shared by the Commission on Extend Federal construction loan programs to nonpublic School Finance, which concluded that nonpublic schools serve the school sponsors. public interest because: Provide participation to nonpublic school pupils on the same They provide diversity, choice, and healthy competition to basis as for public school students in all future federal aid traditional public education. programs. (They. provide) the means for substantial groups of Ameri- cans to express themselves socially, ethnically, culturally, and E. religiously through educational institutions.³ Valedictory Inner-city religious schools may preserve a degree of ethnic and racial separation, but, at the same time, they also The time has come for a bold new look at education. To look preserve at least a semblance of racial balance in these old boldly requires avoidance of two evils: (1) of ignoring the past and neighborhoods. inviting previous errors, or (2) of worshipping the past and clinging Urban nonpublic schools often enroll a significant number to molds now obsolete. of children who are not adherents to their faith. This would For future education, the greater threat comes from the second 2 Schools, People, and Money, pp. 54-6. course. All too vivid are the successes rather than the shortcomings 8 The Ohio State University Research Foundation Report to the Commis- sion concluded that "the current forms of urban educational governance of the melting-pot theory; all too ingrained is the memory of early makes little allowance for diversity." Problems of Financing Inner-City religious divisiveness rather than religion's unifying contribution; all Schools, p. 52. 56 57 too stressed is the threat of the nonpublic schools to the establish- ment, and forgotten are the attacks on religious and ethnic schools, especially violent after World War I. Problems which divide us to- day are no longer rooted in religious prejudice. Race and ethnic identity, poverty and crime, drugs and pollution are now the Nation's domestic concern. The country's needs have changed. The churches' needs have changed. The schools' needs have changed. And new needs raise new questions. Can evidence support the myth that a seventeen- year-old high school senior is being indoctrinated in a church-related school, but a seventeen-year-old freshman is being educated in a church-related college? Is a publicly funded church-related school which fulfills all State requirements an intrinsic danger to the sep- aration of church and State? What religious sect espouses an estab- lished State church? This world of fantasy must end sometime. When it does, genuine freedom of choice in education will be the possession of all Americans. A Bill of Educational Rights can make this Nation's 1976 anniversary truly meaningful. In a word, the challenge to the American conscience is simply how best to deal with consequences flowing from the moment- A CHILD IS BORN! 58 U.S. GOVERNMENT PRINTING OFFICE: 1972 O-462- 107 NEWS RELEASE (School For Immediate Release FROM: Rep. John W. Byrnes (R., Wis.) 2206 Rayburn House Office B1dg. February 8, 1972 Washington, D. C. 20515 Congressman John W. Byrnes (R., Wis.) today introduced legislation providing a Federal tax credit to individuals for tuition paid for dependents to attend a private nonprofit elementary or secondary school. The Minority Leader, Congressman Gerald R. Ford (R., Mich.) joined Mr. Byrnes in introducing the bill. Congressman Byrnes released the following statement in connection with his introduction of the bill: "Parents of private and parochial school children pay the cost of the public schools as taxpayers, while educating their children at their own expense outside the public school system. This dual burden is creating a crisis in private and parochial education clearly reflected in declining enrollments at the same time public school enrollments have been increasing. In 1970, there were 1.4 million fewer students in parochial and private elementary and secondary schools than in 1963. During the same period, public school enrollment increased by nearly six million students. Our financially overburdened public schools would have spent approximately $1.2 billion less in fiscal 1971 if private and parochial school enrollments had simply remained constant at their 1963 level instead of declining. The savings in public school expenditures would have been substantially greater if private and parochial schools absorbed a proportionate share of the growth during this period. Corrective action is demanded. While the public schools provide the backbone of our educational system, private and parochial schools have traditionally played an important role consistent with the genius of American pluralism. The financial crisis private and parochial schools face threatens these values while imposing greater financial strains on the public schools and the general taxpayer. My bill attacks this problem through a simple tax credit for tuition paid to a private nonprofit elementary or secondary school. Books, fees, supplies and similar items are excluded. The credit would be equal to one-half of the tuition paid up to an overall limit of $400 per dependent. Additionally, the credit would be phased out gradually for taxpayers with incomes above specified levels. This straightforward approach improves equity and provides needed financial relief within a framework of administrative simplicity. My bill will strengthen our entire system of elementary and secondary education in the United States, both public and private. It will provide direct and indirect tax relief to virtually all taxpayers." 92D CONGRESS 2D SESSION H. R. 13020 IN THE HOUSE OF REPRESENTATIVES FEBRUARY 8, 1972 Mr. BYRNES of Wisconsin (for himself and Mr. GERALD R. FORD) introduced the following bill; which was referred to the Committee on Ways and Means A BILL To amend the Internal Revenue Code of 1954 to allow a credit against the individual income tax for tuition paid for the elementary or secondary education of dependents. 1 Be it enacted by the Senate and House of Representa- 2 tives of the United States of America in Congress assembled, 3 That (a) subpart A of part IV of subchapter A of chapter 1 4 of the Internal Revenue Code of 1954 (relating to credits 5 allowable) is amended by redesignating section 42 as sec- 6 tion 43, and by inserting after section 41 the following new 7 section: 8 "SEC. 42. TUITION PAID FOR ELEMENTARY OR SECOND- 9 ARY EDUCATION. 10 (a) GENERAL RULE.-There shall be allowed to an 11 individual, as a credit against the tax imposed by this I 2 3 1 chapter for the taxable year, an amount determined under 1 " (1) Turrion.-The term 'tuition' means any 2 subsection (b) for tuition paid by him to any private 2 amount required for the enrollment or attendance of a 3 nonprofit elementary or secondary school during the taxable 3 student at a private nonprofit elementary or secondary 4 year for the elementary or secondary education of any de- 4 school. Such term does not include any amount paid di- 5 pendent with respect to whom the taxpayer is allowed an 5 rectly or indirectly for meals, lodging, transportation, 6 exemption for the taxable year under section 151 (e). 6 extracurricular activities, supplies, equipment, clothing, 7 " (b) Limitations.- 7 or personal or family expenses. If the amount paid for 8 " (1) AMOUNT PER DEPENDENT.-The amount al- 8 tuition includes any amount (not separately stated) for 9 lowable under subsection (a) for the taxable year with 9 an item described in the preceding sentence, the portion 10 respect to any dependent shall not exceed the lesser of- 10 of the amount paid for tuition which is attributable to 11 " (A) 50 percent of the tuition paid by the tax- 11 such item shall be determined under regulations pre- 12 payer during the taxable year for the elementary or 12 scribed by the Secretary or his delegate. 13 secondary education of such dependent, or 13 " (2) PRIVATE NONPROFIT ELEMENTARY OR SEC- 14 " (B) $400. 14 ONDARY SCHOOL-The term 'private nonprofit elemen- 15 " (2) REDUCTION OF CREDIT.-The aggregate 15 tary or secondary school' means an educational 16 amount which would (but for this paragraph) be allow- 16 institution- 17 able under subsection (a) shall be reduced by an amount 17 " (A) which is described in sections 501 (c) 18 equal to $1 for each full $20 contained in the amount by 18 (3) and 503 (b) (2) and which is exempt from tax 19 which the adjusted gross income of the taxpayer (or, if 19 under section 501 (a), 20 the taxpayer is married, the adjusted gross income of 20 " (B) which regularly offers education at the 21 the taxpayer and his spouse) , for the taxable year ex- 21 elementary or secondary level, and 22 ceeds $25,000. For purposes of this paragraph, marital 22 " (C) attendance at which by students who 23 status shall be determined under section 143. 23 are subject to the compulsory education laws of 24 " (c) DEFINITIONS AND SPECIAL RULES.-For pur- 24 the State satisfies the requirements of such laws. 25 poses of this section- 4 1 " (3) ELEMENTARY OR SECONDARY EDUCATION.- 2 The term "elementary or secondary education" does not 3 include education at a level beyond the 12th grade. 4 " (d) APPLICATION WITH OTHER CREDITS.-The 5 credit allowed by subsection (a) to the taxpayer shall not 6 exceed the amount of tax imposed on the taxpayer for the 7 taxable year by this chapter, reduced by the sum of credits 8 allowable under this subchapter (other than under this 9 section and sections 31 and 39) . 10 " (e) REGULATIONS.-The Secretary or his delegate 11 shall prescribe such regulations as may be necessary to carry 12 out the provisions of this section." 13 (b) The table of sections for such subpart A is amended 15 by striking out the item relating to section 42 and insert- 16 ing in lieu thereof the following: "Sec. 42. Tuition paid for clementary or secondary educa- tion. "Sec. 43. Overpayments of tax." 17 SEC. 2. The amendments made by this Act shall apply 18 to taxable years beginning after December 31, 1971. 92D CONGRESS 2D SESSION H. R. 13020 A BILL To amend the Internal Revenue Code of 1954 to allow a credit against the individual income tax for tuition paid for the elementary or secondary education of dependents. By Mr. BYRNES of Wisconsin and Mr. GERALD R. FORD FEBRUARY 8, 1972 Referred to the Committee on Ways and Means 92D CONGRESS 2D SESSION H. R. 16141 IN THE HOUSE OF REPRESENTATIVES AUGUST 2, 1972 Mr. CAREY of New York (for himself and Mr. MILLS of Arkansas) introduced the following bill; which was referred to the Committee on Ways and Means A BILL To provide payments to States for public elementary and sec- ondary education and to allow a credit against the individual income tax for tuition paid for the elementary or secondary education of dependents. 1 Be it enacted by the Senate and House of Representa- 2 tives of the United States of America in Congress assembled, 3 SECTION 1. SHORT TITLE. 4 This Act may be cited as the "Public and Private 5 Education Assistance Act of 1972". I 2 3 1 TITLE I-PAYMENTS TO STATES FOR PUBLIC 1 ments by a State under a program for the purpose equaliz- 2 ELEMENTARY AND SECONDARY EDUCATION 2 ing educational opportunities of public school students in 3 SEC. 101. PAYMENTS TO STATES. 3 the State. 4 Except as otherwise provided in this title, the Secretary 4 (b) QUALIFIED PROGRAMS.- 5 (as defined in section 107 (a) ) shall, for each entitlement 5 (1) WHERE STATE SUPPLIES AT LEAST 90 PER- 6 period (as defined in section 107 (b) pay out of the Public 6 CENT OF COST OF PUBLIC EDUCATION.-If a State for 7 Education Trust Fund created by section 104 to each State 7 any entitlement period supplies 90 percent or more of 8 for use by such State for public education equalization expend- 8 the non-Federal funding of public elementary and sec- 9 itures (as defined in section 102) a total amount equal to 9 ondary education, then its expenditures for such period 10 the entitlement of such State for such period (determined 10 will be considered to be public education equalization 11 under section 103) Such payments shall be made in in- 11 expenditures if the State funds are allocated among pub- 12 stallments during any period but not less often than once 12 lic elementary and secondary schools under- 13 each quarter. Such payments for any period may be initially 13 (A) a program based on providing an equal 14 made on the basis of estimates. Proper adjustment shall be 14 amount of funds for the education of each public 15 made in the amount of any payment to a State, to the extent 15 school student in the State, or 16 that the payments previously made to such State under this 16 (B) a program based on providing deferential 17 title were in excess of or less than the amounts required to 17 amounts of funds for public school students in the 18 be paid. A State may not treat funds it receives under this title 18 State if the Secretary determines that the program 19 as a contribution made from non-Federal funds for purposes 19 is designed to achieve the equalization of educa- 20 of any formula provided by a law of the United States under 20 tional opportunities of public school students within 21 which non-Federal funds must be made available in order 21 the State. 22 to receive Federal funds. 22 (2) WHERE STATE SUPPLIES LESS THAN 90 PER- 23 SEC. 102. PUBLIC EDUCATION EQUALIZATION EXPENDI- 23 CENT OF COST OF PUBLIC EDUCATION.-If a State for 24 TURES. 24 any entitlement period supplies less than 90 percent 25 (a) IN GENERAL.-For purposes of this title, the term 25 of the non-Federal funding of public elementary and 26 "public education equalization expenditures" means pay- 4 5 1 secondary education, then its expenditures for such 1 over the total assessed value of all assessable real 2 period will be considered to be public education 2 property within the State. 3 equalization expenditures if the State funds are dis- 3 (c) REGULATIONS.-The Secretary may prescribe regu- 4 tributed among school districts under a program which 4 lations describing other programs for equalizing educational 5 will allocate State funds among school districts for an 5 opportunities of public school students expenditures under 6 entitlement period in proportion to the amount by which 6 which will qualify as public education equalization 7 each district's hypothetical educational expenditures ex- 7 expenditures. 8 ceeds the sum of its hypothetical property tax revenue 8 SEC. 103. AMOUNT OF ENTITLEMENT OF STATE. 9 plus State allocations to the district for public education 9 (a) IN GENERAL.-Except as provided in subsection 10 other than allocations under a program providing public 10 (b), there shall be paid to a State from the Trust Fund 11 education equalization expenditures. 11 created by section 104 for any entitlement period an amount 12 (A) For purposes of this subsection, the term 12 equal to the sum disbursed by such State out of State funds 13 "hypothetical educational expenditures" means for 13 for such period as public education equalization expenditures. 14 any school district the product derived by multiply- 14 For purposes of this section, the sum disbursed out of State 15 ing (i) the number of public school students within 15 funds shall not include amounts provided to the State out of 16 the district times (ii) the total non-Federal expendi- 16 Federal funds. 17 tures for public education within the State over the 17 (b) EXCEPTIONS.- 18 total number of public school students within the 18 (1) If for any entitlement period, the total pay- 19 State. 19 ments provided under subsection (a) exceed the amount 20 (B) For purposes of this subsection, the term 20 appropriated for the Trust Fund for such period, the 21 "hypothetical property tax revenues" means for any 21 amount of payments to each State under subsection 22 school district the product derived by multiplying 22 (a) shall be reduced proportionately. 23 (i) the assessed value of all assessable real property 23 (2) The total payment to a State for any entitle- 24 within the district times (ii) the total non-Federal 24 ment period under subsection (a) may not exceed 10 25 expenditures for public education within the State 25 percent of the total non-Federal funds spent within 6 7 1 the State for such period on public elementary and 1 (2) The Secretary of Health, Education, and Wel- 2 secondary education. 2 fare shall be the trustee of the Trust Fund and shall 3 SEC. 104. PUBLIC EDUCATION TRUST FUND. 3 report to the Congress not later than March 1 of each 4 (a) APPROPRIATIONS.- 4 year on the operation and status of the Trust Fund 5 (1) IN GENERAL.-There is hereby appropriated 5 during the preceding fiscal year. 6 out of any amounts in the general fund of the Treasury 6 SEC. 105. GENERAL PROVISIONS. 7 attributable to the collections of the Federal individual 7 (a) ASSURANCE OF STATE PUBLIC EDUCATION 8 income tax not otherwise appropriated $2,250,000,000 8 EQUALIZATION PLANS.-In order to qualify for any pay- 9 for the fiscal year beginning July 1, 1972, and $2,250,- 9 ment under this title for any entitlement period beginning on 10 000,000 for each fiscal year thereafter. 10 or after July 1, 1972, a State must establish (in accordance 11 (2) DEPOSIT IN TRUST FUND.-The amount ap- 11 with regulations prescribed by the Secretary) to the satis- 12 propriated by paragraph (1) for any period shall be 12 faction of the Secretary- 13 deposited in the trust fund created by subsection (b) 13 (1) that the State will establish a trust fund in 14 on the first day of such period (or, if later, on the day 14 which it will deposit all payments it receives under this 15 on which this Act is enacted). 15 title; 16 (b) CREATION OF TRUST FUND.- 16 (2) that it will use amounts in such trust fund (in- 17 (1) There is created in the books of the Treasury 17 cluding any interest earned thereon while in such trust 18 of the United States a trust fund to be known as the 18 fund) only for high-priority public education equaliza- 19 "Public Education Trust Fund" (referred to in this 19 tion expenditures, and that it will SO use such amounts 20 subtitle as the "Trust Fund") The Trust Fund shall 20 during such reasonable period or periods as may be pro- 21 remain available without fiscal year limitation and shall 21 vided in such regulations; 22 remain available without fiscal year limitation and shall 22 (3) that the State will pay over to the Secretary 23 consist of such amounts as may be appropriated to it and 23 (for deposit in the general fund of the Treasury) an 24 deposited in it as provided in subsection (a) Amounts 24 amount equal to 110 percent of any amount expended 25 in the Trust Fund may be used only for the payments to 25 out of its trust fund established pursuant to paragraph 26 States provided by this title. 8 9 1 (1) in violation of paragraph (2) which is not promptly 1 on construction financed in whole or in part out of its 2 repaid to the trust fund (or the violation otherwise cor- 2 trust fund established under paragraph (1) will be paid 3 rected) after notice and an opportunity to take cor- 3 wages at rates not less than those prevailing on similar 4 rective action; 4 construction in the locality as determined by the Secre- 5 (4) that the State will- 5 tary of Labor in accordance with the Davis-Bacon Act, 6 (A) use such fiscal, accounting, and audit pro- 6 as amended (40 U.S.C. 276a-276a-5), and that with 7 cedures as will conform to guidelines established 7 respect to the labor standards specified in this paragraph 8 therefor by the Secretary (after consultation with 8 the Secretary of Labor shall act in accordance with Re- 9 the Comptroller General of the United States) and 9 organization Plan Numbered 14 of 1950 (15 F.R. 10 as will assure compliance with paragraphs (2) and 10 3176; 64 Stat. 1267) and section 2 of the Act of June 11 (3), 11 13, 1934, as amended (40 U.S.C. 276c) ; and 12 (B) provide to the Secretary (and to the 12 (6) that persons employed in jobs financed in 13 Comptroller General of the United States), on rea- 13 whole or in part out of its trust fund established under 14 sonable notice, access to, and the right to examine, 14 paragraph (1) will be paid wages which shall not be 15 such books, documents, papers, or records as the 15 lower than the prevailing rates of pay for persons em- 16 Secretary may reasonably require for purposes of 16 ployed in similar jobs by such State. 17 reviewing compliance with this subsection (or, in 17 (b) WITHHOLDING OF PAYMENTS.-If the Secretary 18 the case of the Comptroller General, as the Comp- 18 determines that a State has failed to comply substantially 19 troller General may reasonably require for purposes 19 with any provision of this title (other than section 106) or 20 of reviewing compliance and operations under sub- 20 any regulations prescribed thereunder, after giving reason- 21 section (c) (2) and 21 able notice and opportunity for a hearing to the Governor of 22 (C) make such annual and interim reports to 22 such State, the Secretary shall notify the State that if such 23 the Secretary as he may reasonably require; 23 State fails to take corrective action within 60 days from the 24 (5) that all laborers and mechanics employed by 24 date of receipt of such notification further payments to such 25 contractors or subcontractors in the performance of work 25 State shall be withheld for the remainder of the entitlement H.R. 16141-2 10 11 1 period and for any subsequent entitlement period until such 1 regulation, he shall notify the Governor of such State of the 2 time as the Secretary is satisfied that appropriate corrective 2 noncompliance and shall request the Governor to secure com- 3 action has been taken and that there will no longer be any 3 pliance. If within a reasonable period of time the State fails 4 failure to comply. Until he is satisfied, the Secretary shall 4 or refuses to secure compliance, the Secretary shall have 5 make no further payments of such amounts. 5 the authority (1) to refer the matter to the Attorney Gen- 6 (c) ACCOUNTING, AUDITING, AND EVALUATION.- 6 eral with a recommendation that an appropriate civil action 7 (1) IN GENERAL.-The Secretary shall provide for 7 be instituted; (2) to exercise the powers and functions pro- 8 such accounting and auditing procedures, evaluations, 8 vided by title VI of the Civil Rights Act of 1964 (42 U.S.C. 9 and reviews as may be necessary to insure that the ex- 9 2000d) ; or (3) to take such other action as may be provided 10 penditures of funds by the States comply fully with the 10 by law. 11 requirements of this title. 11 (c) When a matter is referred to the Attorney General 12 (2) COMPTROLLER GENERAL SHALL REVIEW COM- 12 pursuant to subsection (b), or whenever he has reason to 13 PLIANCE.-The Comptroller General of the United 13 believe that a State is engaged in a pattern or practice in 14 States shall make such reviews of the work as done by 14 violation of the provisions of this section, the Attorney Gen- 15 the Secretary, and the States, as may be necessary for 15 eral may bring a civil action in any appropriate United States 16 the Congress to evaluate compliance and operations 16 district court for such relief as may be appropriate, including 17 under this subtitle. 17 injunctive relief. 18 SEC. 106. NONDISCRIMINATION PROVISION. 18 SEC. 107. DEFINITIONS AND SPECIAL RULES. 19 (a) No person in the United States shall on the ground 19 (a) SECRETARY.-For purposes of this title, the term 20 of race, color, national origin, or sex be excluded from par- 20 "Secretary" means the Secretary of Health, Education, and 21 ticipation in, be denied the benefits of, or be subjected to dis- 21 Welfare or his delegate. The term "Secretary of Health, Ed- 22 crimination under any program or activity funded in whole 22 ucation, and Welfare" means the Secretary of Health, Edu- 23 or in part with funds made available under this title. 23 cation, and Welfare personally, not including any delegate. 24 (b) Whenever the Secretary determines that a State 24 (b) ENTITLEMENT PERIOD.-For purposes of this title, 25 has failed to comply with subsection (a) or an applicable 12 13 1 the term "entitlement period" means the one-year periods 1 to the Secretary; a copy shall also forthwith be transmitted 2 beginning on July 1 of 1972, 1973, 1974, 1975, and 1976. 2 to the Attorney General. 3 (c) DISTRICT OF COLUMBIA.- 3 (b) RECORD.-The Secretary shall file in the court the 4 (1) TREATED AS STATE.-For purposes of this title, 4 record of the proceeding on which he based his action, as 5 the District of Columbia shall be treated as a State, and 5 provided in section 2112 of title 28, United States Code. No 6 any reference to the Governor of a State shall, in the 6 objection to the action of the Secretary shall be considered 7 case of the District of Columbia, be treated as a reference 7 by the court unless such objection has been urged before 8 to the Commissioner of the District of Columbia. 8 the Secretary. 9 SEC. 108. REGULATIONS. 9 (c) JURISDICTION OF COURT.-The court shall have 10 (a) GENERAL RULE.-The Secretary shall prescribe 10 jurisdiction to affirm or modify the action of the Secretary 11 such regulations as may be necessary or appropriate to carry 11 or to set it aside in whole or in part. The findings of fact 12 out the provisions of this title. 12 by the Secretary, if supported by substantial evidence con- 13 (b) ADMINISTRATIVE PROCEDURE ACT To APPLY.- 13 tained in the record, shall be conclusive. However, if any 14 The rulemaking provisions of subchapter II of chapter 5 of 14 finding is not supported by substantial evidence contained 15 title 5 of the United States Code shall apply to the regula- 15 in the record, the court may remand the case to the Sec- 16 tions prescribed under this title for entitlement periods be- 16 retary to take further evidence, and the Secretary may 17 ginning on or after July 1, 1972. 17 thereupon make new or modified findings of fact and may 18 SEC. 109. JUDICIAL REVIEW. 18 modify his previous actions. He shall certify to the court the 19 (a) PETITIONS FOR REVIEW.-Any State which re- 19 record of any further proceedings. Such new or modified 20 ceives a 60-day notice under section 105 (b) may, within 20 findings of fact shall likewise be conclusive if supported by 21 60 days after receiving such notice, file with the United 21 substantial evidence contained in the record. 22 States court of appeals for the circuit in which such State 22 (d) REVIEW BY SUPREME COURT.-The judgment of 23 is located a petition for review of the action of the Secre- 23 the court shall be subject to review by the Supreme Court 24 tary. A copy of the petition shall forthwith be transmitted 24 of the United States upon certiorari or certification, as pro- 25 vided in section 1254 of title 28, United States Code. 14 15 1 TITLE II-CREDIT AGAINST THE INDIVIDUAL 1 payer during the taxable year for the elementary or 2 INCOME TAX FOR TUITION PAID FOR THE 2 secondary education of such dependent, or 3 ELEMENTARY OR SECONDARY EDUCATION 3 " (2) $200. 4 OF DEPENDENTS 4 " (c) DEFINITIONS AND SPECIAL RULES.-For pur- 5 SEC. 201. TUITION PAID FOR ELEMENTARY OR SEC- 5 poses of this section- 6 ONDARY EDUCATION. 6 " (1) TUITION.-The term 'tuition' means any 7 Subpart A of part IV of subchapter A of chapter 1 of the 7 amount required for the enrollment or attendance of a 8 Internal Revenue Code of 1954 (relating to credits allow- 8 student at a private nonprofit elementary or secondary 9 able) is amended by redesignating section 42 as section 43, 9 school. Such term does not include any amount paid 10 and by inserting after section 41 the following new section: 10 directly or indirectly for meals, lodging, or similar per- 11 "SEC. 42. TUITION AND FEES PAID FOR ELEMENTARY OR 11 sonal or family expenses. If the amount paid for tuition 12 SECONDARY EDUCATION. 12 includes any amount (not separately stated) for an 13 " (a) GENERAL RULE.-There shall be allowed to an 13 item described in the preceding sentence, the portion of 14 individual, as a credit against the tax imposed by this chap- 14 the amount paid for tuition which is attributable to such 15 ter for the taxable year, an amount determined under sub- 15 item shall be determined under regulations prescribed by 16 section (b), for tuition paid by him to any private non- 16 the Secretary or his delegate. 17 17 profit elementary or secondary school during the taxable year " (2) PRIVATE NONPROFIT ELEMENTARY OR SEC- 18 for the elementary or secondary education of any dependent 18 ONDARY SCHOOL.-The term 'private nonprofit ele- 19 with respect to whom the taxpayer is allowed an exemption 19 mentary or secondary school' means an educational 20 for the taxable year under section 151 (e) 20 institution- 21 21 " (b) LIMITATIONS.-The amount allowable under sub- " (A) which is described in sections 501 (c) 22 22 section (a) for the taxable year with respect to any de- (3) and 170 (b) (1) (A) (ii) and which is exempt 23 23 pendent shall not exceed the lesser of- from tax under section 501 (a) 24 " (1) 100 percent of the tuition paid by the tax- 16 1 " (B) which regularly offers education at the 2 elementary or secondary level, and 3 " (C) attendance at which by students who are 4 subject to the compulsory education laws of the 5 State satisfies the requirements of such laws. 6 " (3) ELEMENTARY OR SECONDARY EDUCATION.- 7 The term 'elementary or secondary education' does not 8 include education at a level beyond the 12th grade. 9 " (d) REGULATIONS.-The Secretary or his delegate 10 shall prescribe such regulations as may be necessary to carry 11 out the provisions of this section." 12 (b) The table of sections for such subpart A is amended 13 by striking out the item relating to section 42 and inserting 14 in lieu thereof the following: "Sec. 42. Tuition and fees paid for elementary or secondary education. "Sec. 43. Overpayments of tax.". 15 SEC. 202. EFFECTIVE DATE. 16 The amendments made by this Act shall apply to tax- 17 able years beginning after December 31, 1971. 92D CONGRESS 2D SESSION H.R. 16141 A BILL To provide payments to States for public ele- mentary and secondary education and to allow a credit against the individual income tax for tuition paid for the elementary or secondary education of dependents. By Mr. CAREY of New York, and Mr. MILLS of Arkansas AUGUST 2, 1972 Referred to the Committee on Ways and Means NINETY-SECOND CONGRESS WILBUR D. MILLS, ARK., CHAIRMAN AL ULLMAN, OREG. JOHN W. BYRNES, WIS. JAMES A. BURKE, MASS. JACKSON E. BETTS, OHIO MARTHA W. GRIFFITHS, MICH. HERMAN T. SCHNEEBELI, PA. DAN ROSTENKOWSKI, ILL. HAROLD R. COLLIER, ILL. COMMITTEE ON WAYS AND MEANS PHIL M. LANDRUM, GA. JOEL T. BROYHILL, VA. CHARLES A. VANIK, OHIO BARBER B. CONABLE, JR., N.Y. RICHARD H. FULTON, TENN. CHARLES E. CHAMBERLAIN, MICH. OMAR BURLESON, TEX. JERRY L. PETTIS, CALIF. U.S. HOUSE OF REPRESENTATIVES JAMES c. CORMAN, CALIF. JOHN J. DUNCAN, TENN. WILLIAM J. GREEN, PA. DONALD G. BROTZMAN, COLO. SAM M. GIBBONS, FLA. WASHINGTON, D.C. 20515 HUGH L. CAREY, N.Y. JOE D. WAGGONNER, JR., LA. JOSEPH E. KARTH, MINN. August 23, 1972 JOHN M. MARTIN, JR., CHIEF COUNSEL J. P. BAKER, ASSISTANT CHIEF COUNSEL RICHARD c. WILBUR, MINORITY COUNSEL MEMORANDUM To: The Honorable Gerald R. Ford Attention of Paul Miltich From: Office of Minority Counsel Re: Committee action on legislation which would allow tax credits for tuition paid for elementary and secondary education of dependents The Committee on Ways and Means began, on August 14, 1972, a series of public hearings on H.R. 16141 and related proposals. Title I of H.R. 16141 would provide for federal payments of up to $2 25 billion to the states for public elementary and secondary education. Title II would provide for tax credits for tuition paid for elementary or secondary education for de- pendents. A copy of a Committee Print containing the text, summary and explanation of H.R. 16141, along with the texts of related bills (including H.R. 13020, by Mr. Byrnes and Mr. Ford) is enclosed for your use. The Committee hearings were recessed August 18 and are scheduled to resume September 5. Copies of the witness lists for each day of the hearings so far, and a tentative list for the post recess period, also are enclosed for your information. The hearings are expected to continue at least through the first full week of September. The Chairman has not indicated whether the Committee will begin executive consideration of the legislation immediately following the close of the hearings. But in light of a heavy schedule of other Committee business including a new debt ceiling bill (the present statutory limit of $450 billion expires October 31) and possibly a conference on revenue sharing -- it would appear doubtful that further progress will be made in this area in the very near future. In the hearings thus far, the Administration has indicated its strong support for the idea of tax credits for tuition paid for nonpublic education of dependents in elementary and second- ary schools. Enclosed additionally are statements to that Honorable Gerald R. Ford -2- August 23, 1972 effect from Treasury Secretary Shultz and Caspar Weinberger, Director of the Office of Management and Budget. Public proponents of the tax credit proposals have made these arguments, among others: 1. Parents should be able to choose between public and nonpublic education for their children, and this freedom of choice is in jeopardy because of the decline of nonpublic schools. 2. The closing of private schools has forced a number of students into public schools, thus increasing the burden on the public school system as well as the general taxpayer. 3. Parents who now pay to send their children to non- public schools yet continue to support the public schools as taxpayers are bearing a dual educational cost load. Opponents of the tax credit proposals maintain, among other things, that they: 1. are of doubtful constitutionality in that they go against the separation of church and state. 2. would foster racial segregation and religious divisive- ness. 3. would mark the first step in the ultimate destruction of the public school system. Also enclosed for your possible use are selected copies of printed testimony received during the hearings thus far, including some statements from Michigan residents. We hope that the above material will meet your needs. If not, or we may be of additional assistance in any way, please let us know. ALS/ms Enclosures Contact: FOR RELEASE: upon delivery to the American Association Ways & Means Committee of Christian Schools Expected 10 AM Thursday 1629 K Street, N.W. August 17, 1972 Washington, D.C. 20006 Jack Buttram - -- 872-8211 SUMMARY OF AMERICAN ASSOCIATION OF CHRISTIAN SCHOOL'S TESTIMONY BEFORE HOUSE COMMITTEE Washington, D.C., August 17 -- Dr. A.C. Janney, President of the American Association of Christian Schools, told the House Ways & Means Committee today his national organization supports the idea of income tax credits for patrons of private schools. He stopped short, however, of supporting income tax refunds in excess of the credit saying he thinks a significant Constitutional question is involved. The spokesman for the newly formed organization representing some 100,000 pupils in 400 schools in 22 states, said he thought the avenue of tax credits to be the most equitable, to relieve some of the double burden born by private school patrons, while at the same time keeping the Federal government out of the affairs of private schools. Dr. Janney questioned the adequacy of the amount of the tax credit, however, saying that he thought some amount approaching per- pupil expenditures in the public schools would be more equitable. He also questioned the wisdom of pouring more money into the public school system until some basic changes are made citing the Coleman report as an indication that we have much to learn about spending money in public education. In concluding his testimony, Dr. Janney noted his organization has already begun to implement many recommendations of the President's Panel on Non-public Education. (END) TESTIMONY OF MARK VANDER ARK, Superintendent HOLLAND CHRISTIAN SCHOOLS 956 Ottawa Ave. Holland, Michigan 49423 Made Before THE HOUSE WAYS AND MEANS COMMITTEE Relating to HR 16141 - The Public and Private Education Assistance Act. Given on: Thursday, August 17th, 1972 - 10:00 A.M. I am Mark Vander Ark, 969 Pine Ave,, Holland, Michigan 49423 - Superin- tendent of Holland Christian Schools. I am starting my twelfth year in this position. Holland Christian Schools have an enrollment of 2702 in grades Kinder- garten through 12. On June 14th 296 seniors graduated from our high school. As it now appears, this will be our largest group of graduates We employ a staff of one hundred fifteen fully certified teachers, who are paid according to a fixed salary schedule. Pay levels are relative to public teacher salaries, though generally somewhat lower. Our high school is fully accredited by the University of Michigan The average per pupil cost for 72-73 is estimated to be $578, exclusive of capital investment in buildings and transportation Our aim is to provide thorough, quality education in academic studies, athletics, the arts, and in pre-vocational areas. Success is evidenced by the achievement of our graduates in colleges and universities, easy placement of business education students, real athletic prowess, and selection of our band for the last presidential inaugural parade and as a demonstration group for the recent American School Band Directors Association National Convention held in Lansing, Michigan. Our teaching staff is competent and stable. Many have advanced degrees, The Masters and beyond. Holland Christian Schools were established in 1902. Our school system is based on an article of religious faith which holds that the primary respon- sibility for education of children rests on the parents to whom the children are entrusted by God. Parents, in our modern times, should seek to discharge this obligation through their own school associations and boards, which engage Christian teachers in schools that are based on the Bible, the infallible word of God. Parents and others who believe in this principle assume financial respon- sibilities for maintaining Christian Schools according to their earning power. At present, parent tuition and contributions average 10% of their gross earnings. No children of any parents who are spiritually interested in such education are turned away for financial reasons, nor for race, color, or church affiliation. Holland Christian Schools enrollment equals about 30% of the total K-12 school population of this district. We enjoy great respect in our community, and our people are greatly admired for exercising their rights for running a voluntary school system, as a supplement to the public schools and other non- public schools of our area. Without question the pluralistic nature of American Society is proving itself here. By exercise of our constitutional rights, Holland Christian Schools provide a vital option to parents in choosing a school for their children. We reached the peak of our enrollment in 1966, at 2866. Since then, we are experiencing a steady decline in numbers. Two factors contribute: 1) the declin- ing birth rate, 2) drastic increase in educational costs. The members of this committee are fully aware of how schools in America are absorbing larger and larger percentages of our economic resources. We are pioneering in advanced educational designs to keep a quality program of Christian Education within reach of our people. Currently the following changes are being effected by a massive board, staff, and patron effort: 1. Returning, after 5 years of temporary 3 - 3 organization at the secondary level, to a four year high school, with a three grade middle school, and concentration of primary children in one building with intermediates in another. Two elementary schools have been phased out. This change pro- duced $60,000 in savings. 2. Differentiated staffing, with teams for teaching developing in each unit. 3. The extended school year, and flexible school calendar. 4. Innovative curriculum development committees, with teacher self-evaluation inherent. Nonetheless, our system like many others, is on a collision course for maintaining its historic goals. Our operating budget for 1972-73 will be $1,507,633. This figure represents a 95% increase from 1964-65, merely eight years before. This doubling of costs in eight years took place without any significant change in our program. A comparable increase in taxes for support of public education took place in our community. These combined increases are in no way matched with increased earnings of our people. This is our problem. Our people look to tax credit legislation as a vital answer to the dilemma of our schools. The tax credit is only fair. The human right for alternatives in education is no longer a right when it can be priced out of reach. Our schools provide good, acceptable basic education in all the skills and attitudes deemed necessary for American citizenship. It is unfair and without honor for the government to accept and expect this public service free of charge. Tax credit legislation is economical. On the basis of educational cost in our community alone, it is estimated that if all per pupil costs were held to our level, education in Michigan would cost $1 billion less per year. The ref- erence to "loss of revenue" resulting from Title II in the short summary of H.R.16141 is misleading. The loss of revenue by inclusion of non public school children in public schools would be much greater. Tax Credit legislation seems like the American way of facing up to the crisis in non-public schools. Tax exemptions are being granted for other worthy causes. Encouragement of voluntary, non-public education is most important to our American, pluralistic culture. Thank you very much for this open opportunity to present our needs and our interests in the proposed legislation under consideration by this very worthy committee. Mark Vander Ark Superintendent School and REMARKS OF THE HONORABLE JOHN W. BYRNES ON ON INTRODUCING H. R Mr. Speaker, I am today introducing legislation to provide a federal tax credit to individuals for tuition paid for dependents to attend a private nonprofit elementary or secondary school. My bill would provide a credit for 50 percent of the tuition paid for a dependent up to a maximum of $400 per dependent. Books, fees, supplies, and other miscellaneous items would be excluded from the credit. The credit would be phased out gradually to the extent a taxpayer's income exceeds $25,000. Mr. Speaker, the costs of both public and private education have grown dramatically in recent years and the dual burden of parents supporting the public schools as taxpayers and the private schools as parents of students paying tuition has become intolerable and inequitable. The difficulty of carrying this dual financial burden has created a crisis in private and parochial ducation -2- at the elementary and secondary level which is reflected in the declining number of students in these schools and the increasing number who are being educated in the public schools. Between 1963 and 1970 the number of private and parochial elementary and secondary school pupils declined from 6.5 million pupils to 5.1 million pupils-- a reduction of 1.4 million students. During the same period, public school elementary and secondary enrollments increased from 40.2 million to 45.9 million. - an increase of nearly six million pupils. The decline of private and parochial education is imposing heavy financial burdens on the public schools. The Office of Education estimates that the average per pupil expenditures for public elementary and secondary schools in fiscal 1971 were $858. If the number of private and parochial school students had simply remained constant between 1963 and 1970, instead of declining by 1.4 million pupils, the public schools would have spent approximately $1.2 billion legs in fiscal 1971. The savings would have -3- been substantially greater if private and parochial schools absorbed their proportionate share of the growth in student enrollments during this period. The present situation requires corrective action. While the public schools provide the backbone of our educational system, private and parochial schools have traditionally played an important role consistent with the genius of American pluralism. The financial crisis private and parochial schools face threaten these values and impose greater financial strains on the public schools themselves and the general taxpayers. My bill provides needed financial relief in a framework of administrative simplicity. It will strengthen our entire system of elementary and secondary education in the United States, both public and private, and provide direct and indirect tax relief to virtually all taxpayers. Mr. Speaker, I am appending to my remarks a section-by-section analysis of my bill. 92d Congress 2d Session } JOINT COMMITTEE PRINT 1973 BUDGET SCOREKEEPING REPORT (STAFF REPORT No. 6) TO THE JOINT COMMITTEE ON REDUCTION OF FEDERAL EXPENDITURES CONGRESS OF THE UNITED STATES PURSUANT TO SECTION 601 OF THE REVENUE ACT OF 1941 SHOWING THE STATUS OF THE 1973 FISCAL YEAR FEDERAL BUDGET Cumulative to August 18, 1972 With Summary Presentation-Page 5 Printed for the use of the Joint Committee on Reduction of Federal Expenditures U.S. GOVERNMENT PRINTING OFFICE 82-300 WASHINGTON : 1972 TABLE OF CONTENTS CONGRESS OF THE UNITED STATES JOINT COMMITTEE ON REDUCTION OF FEDERAL EXPENDITURES Page Highlights 1 (Created pursuant to sec. 601 of the Revenue Act of 1941) Explanatory notes 3 GEORGE H. MAHON, Representative from Texas, Chairman Budget summary with box score 5 Scorekeeping tables: SENATE HOUSE OF REPRESENTATIVES Table No. 1.-Estimated effect of congressional actions on individual bills affecting RUSSELL B. LONG, budget authority and outlays (expenditures) 6 WILBUR D. MILLS, Senator from Louisiana Table No. 2.-Revenue proposals affecting the fiscal year 1973 budget 8 Representative from Arkansas CLINTON P. ANDERSON Supporting tables: JAMIE L. WHITTEN, Senator from New Mexico Table No. 3.-Appropriation bills, 2d session of the 92d Congress. 9 Representative from Mississippi JOHN L. McCLELLAN, Table No. 4.-Legislative proposals in the fiscal year 1973 budget to reduce AL ULLMAN, Senator from Arkansas budget authority and outlays 12 Representative from Oregon JOHN C. STENNIS, Table No. 5.-Legislative proposals in the fiscal year 1973 budget for new and JOHN W. BYRNES, Senator from Mississippi expanded programs 13 Representative from Wisconsin ROMAN L. HRUSKA. Table No. 6.-Legislative proposals not in the fiscal year 1973 budget 17 FRANK T. BOW, Senator from Nebraska Table No. 7.-Items in the fiscal year 1973 budget requiring authorizing legis- Representative from Ohio WALLACE F. BENNETT, lation 27 Senator from Utah (III) GEORGE P. SHULTZ, Secretary of the Treasury CASPAR W. WEINBERGER, Director, Office of Management and Budget CATHERINE F. KOLNACKI, Clerk EUGENE A. THOMPSON Staff Assistant PRISCILLA M. AYCOCK, Staff Assistant CAROL A. YOUNG, Clerical Assistant (II) Staff Report on the Status of the 1973 Fiscal Year Budget HIGHLIGHTS Fiscal 1973 scorekeeping to date The impact of congressional action to date, August 18, 1972, on the President's fiscal year 1973 requests for budget authority, budget outlays and budget receipts, and the projected unified budget deficit, as shown in this report, may be summarized as follows: [In millions of dollars] House Senate Enacted Budget authority increase: Appropriation bills 779 +1, 129 +322 Legislative bills +16, 146 +9,107 -535 Total, budget authority in- crease +15,366 +10, 235 212 Outlay increase: Appropriation bills 254 +956 +328 Legislative bills +5,906 +6,942 +3,278 Total, outlay increase +5,652 +7,898 +3,606 Revenue decrease (increases deficit) 59 -1,585 -1,602 Deficit increase +5,711 +9,483 +5,208 In terms of completed congressional action to date, major scorekeeping actions affect- ing the President's budget requests include: Black lung benefits-increase of $969 million in budget authority and outlays; Social security benefits-increase of $2.1 billion in outlays due to enactment of a 20% benefit increase instead of a 5% increase as requested; Social security taxes-decrease of $1.6 billion in revenue due to delay in effective date of proposed wage base increase. Ten regular 1973 appropriation bills have been considered to date. Action is shown in this report for eight appropriation bills at the completed stage reflecting a net outlay increase of $232 million. Totals for the Labor-HEW appropriation bill (H.R. 15417), vetoed by the President and sustained by the House on August 16, 1972, are reflected in this report for information purposes only and are not included in the scorekeeping figures. Also pending are several legislative bills containing "backdoor" or mandatory spending authorizations. One major bill, the multi-billion dollar Water Pollution Control Act, is in con- ference. House and Senate action on revenue sharing legislation reflects the shift of retro- active fiscal 1972 costs into fiscal 1973 due to delay. Other significant pending legislative measures relate to federal employee benefits, veterans benefits, railroad retirement and school food programs. These and other actions are shown in scorekeeping table No. 1, p. 6. (1) EXPLANATORY NOTES 2 PURPOSE AND SCOPE Fiscal budget deficit the estimated budget receipts for fiscal year 1973. The table 1973 is an analysis of the budget deficit for fiscal year 1973, 1972: reflecting budget also includes any revenue legislation initiated by the Congress revisions, The following amendments and congressional action to date, August 18, This scorekeeping report is designed to show the impact of during the session. The scorekeeping effect, if any, of revenue Deficit estimate (millions) congressional actions (or inactions) in the current session on action is computed for each measure as action is recorded. $25, 472 the President's budget estimates for new authority, outlays and receipts. These impact estimates may then be related to Original deficit estimate, January 1972 SUPPORTING TABLES +895 Budget revisions, as of June 5, 1972: the President's surplus or deficit estimates, as a part of the Net Shift outlay of fiscal increase 1972 revenue due to certain sharing congressional request into actions, fiscal 1973, mainly assuming black lung enactment benefits of retro- scorekeeping process. While the primary purpose of the report The report contains four additional tabulations relating to +2,250 active provisions of pending legislation +583 is to estimate the impact of congressional action, it also is the various types of legislative actions which have a bearing Net outlay changes, including interest -2,200 designed to reflect any subsequent revisions made by the Pres- on the scorekeeping process. The tables show each item as ident in the form of budget amendments or official reestimates. acted upon by the House and Senate and as enacted. Revenue revisions 27,000 The report identifies the portion of the President's budget Appropriation bills Revised deficit estimate, as of June 5 which requires current action by Congress in this session-in Amendments to the 1973 budget estimates, as transmitted to date: +1,200 appropriation and certain basic legislation, or in new legislative Table No. 3 (p. 9) lists the individual appropriation bills to +900 proposals. It is in this area that the Congress exercises direct be considered in the current session, showing by bill the budget Additional outlays for Vietnam war Disaster-relief outlays incident to Hurricane Agnes, etc +100 control over the President's fiscal proposals, and may increase authority requested and transmitted to date, and estimates of Additional outlays for drug abuse programs or decrease them accordingly or not act at all. outlays covered by the respective bills-setting forth the out- 29,200 In addition, the Congress may initiate new or expanded lays resulting from the new authority requested. Congressional Deficit estimate, action to as date revised (in addition and amended to amounts included in the June 5 budget revisions): activities or take revenue actions not contemplated in the Proposed legislation (in budget) 100 Social security: President's budget proposals and, to the extent that such +1,600 The President's budget estimates include certain new legisla- Payments, 20% increase Revenue loss (due to delay in effective date) +613 action may be mandatory, have further impact on the budget. tive proposals which the Congress must act on before they can Scorekeeping in terms of budget authority can be calculated be implemented by the executive branch. Since they are All other outlay changes, net 33,513 in fairly precise terms for the portions of the budget requiring included in the budget estimates, action or inaction by the Deficit estimate, as revised sharing and legislation amended, included and adjusted above in by June Congressional 5 revisions, action but still pend- -2,250 congressional action. However, conversion of congressional Congress on the proposals has a direct impact for scorekeeping Deduct: ing final Congressional action revenue actions into terms of budget outlays or receipts is less precise purposes. These proposals are shown in this report in two Deficit estimate, as revised and amended, and adjusted by Congressional action to date, and the scorekeeping must be done in approximate amounts. separate tabulations according to their character. *31, 263 Table No. 4 (p. 12) shows the legislative proposals which THE SUMMARY-BOX SCORE August 18, 1972 fiscal 1973 outlays would be $252.7 billion, as compared estimate with of $31.3 esti- have the effect of reducing budget authority and outlays. The summary-box score (page 5) shows in one page sum- These include certain reform legislation, change in financing, *On this basis, estimated billion. The resulting unified budget deficit fund surplus mary form the budget estimates for fiscal 1973 and 1972 in sale of Government property, etc. Congressional failure to mated billion for revenues fiscal 1973 of $221.4 reflects a federal funds deficit of $38.4 billion and a trust totals as originally transmitted and subsequently revised, enact any of these proposals has the effect of increasing the breaking out the portions on which the Congress is expected budget estimates by the negative amounts shown for each. of $7.1 billion. to act in the current session. It then applies-in box score Table No. 5 (p. 13) shows the major legislative proposals for Fiscal year 1972 for fiscal year 1972 recently announced indicate that deficit actual for outlays fiscal were year form-the impact of congressional actions to date on the new or expanded programs and their associated cost. Con- Final figures receipts $208.6 billion, and the unified budget fund surplus President's estimates for budget authority, outlays, receipts gressional failure to enact any of these proposals has the effect and the deficit. $231.6 1972 was billion $23 billion and (reflecting were a federal funds deficit of $28.9 billion and a trust of reducing the budget estimates by the amount shown for the This summary table combines congressional actions on proposal. However, increases on the part of Congress in any of $5.9 billion). budget authority and outlays and budget receipts, shown in of these proposals does not necessarily increase the budget more detail on the two scorekeeping tables which follow. The estimates, unless a mandatory spending program is involved, combined impact of revenue and outlay actions are also related because subsequent appropriation action is usually necessary. to the estimated budget deficits. Other legislation (not in budget) THE SCOREKEEPING TABLES Table No. 6 (p. 17) shows legislative initiatives which are in The report contains two tabulations showing in detail the addition to those in the President's budget estimates. Such individual actions of Congress to date which have an impact on legislation can be proposed by the executive or judicial the President's budget estimates. These are the scorekeeping branches and, of course, by the Congress. The table is con- tables, and they relate separately to budget authority and fined to measures which have been reported or are on the outlays, and to budget receipts. They show each entry in terms calendar of either House, and which exceed $500,000 in their of action on the respective bills by the House and the Senate 5-year cost. and as enacted. For purposes of this report the impact of such legislative In the scorekeeping process failure on the part of Congress actions is scorekept only if it contains "backdoor" contract to act upon recommendations or legislative proposals in the or debt authority, or if mandatory spending is involved, such President's budget estimates is generally scorekept at or near as in the case of Federal pay raises or veterans benefits. Items the end of the session, unless there is a specific action involved. of a "backdoor" or mandatory nature are identified in the table by an asterisk or footnote. Budget authority and outlays Table No. 1 (p. 6) shows the impact on budget authority and Authorizing legislation outlays, in terms of increases or decreases from the official Under the rules of the House and Senate, programs and estimates submitted by the President. In addition to action on activities of the Government must be authorized by specific individual appropriation bills, this tabulation includes action legislation before appropriations can be enacted. Table No. 7 involving so-called "backdoor" contract and debt authority in (p. 27) shows the programs included in the President's budget substantive legislation, and it includes any other legislative estimates for fiscal 1973 which require such periodic or annual actions by Congress of a mandatory nature (such as Federal renewal prior to further appropriation action. pay raises and veterans benefits) where spending begins upon Legislative action on these authorizations usually has no enactment. impact for scorekeeping purposes, since the effect of any congressional change is subject to further appropriation action Revenue legislation or budget amendment. However, should any change involve Table No. 2 (p. 8) shows congressional actions on the "backdoor" contract or debt authority such action by Con revenue legislation proposed by the President, as included in gress would be noted and recorded for scorekeeping purposes (3) BUDGET SUMMARY A summary of fiscal year 1973 and fiscal year 1972 Federal budgets-Reflecting congressional actions affecting those budgets during the 2d session of the 92d Congress [In millions of dollars] Budget authority Budget outlays (obligational and (expenditures and Budget receipts Budget deficit Summary totals lending authority) net lending) (1) (2) (3) (4) Fiscal year 1973: Net total budget estimates as submitted Jan. 24, 1972 270,898 246,257 220,785 -25,472 Net total budget estimates revised as of June 5, 1972 276,000 250,000 223,000 -27,000 Net total budget estimates as amended subsequent to June 5 revisions to date 280,157 252,200 223,000 -29,200 Adjustments for scorekeeping purposes: Deduct estimated congressional actions included in the June 5 revisions 2-3,395 -3,145 2 +3, 145 Net total budget estimates as revised and amended, exclusive of congres- sional action 276,762 249,055 223,000 -26,055 Adjustments for interfund and intragovernmental transactions and applica- ble receipts +24, 025 +24, 025 +24, 025 Total gross budget estimates 300,787 273,080 247,025 -26,055 Budget estimates not requiring further action by Congress (pre- viously enacted or permanent) 110,282 140,460 246,221 Prior year's budget authority (94,756) Current (1973) budget authority (110,282) (45,704) Budget estimates requiring action by Congress 190,505 132,620 804 F.Y. 1973 BOX SCORE-NET CHANGES [(-) increases deficit, (+) decreases Effect of congressional action on budget estimates to Au- deficit] gust 18, 1972 (See tables 1 and 2 for details): House +15,366 +5,652 -59 -5,711 Senate +10, 235 +7,898 -1,585 -9,483 Enacted 8 -212 3 +3,606 -1,602 $ -5,208 Fiscal year 1972: Net total budget estimates as submitted Jan. 24, 1972 250,027 236,610 197,827 -38, 783 Net total budget estimates revised June 5, 1972 and subsequently amended- 247,100 233,000 207,000 -26,000 Congressional action and inaction in the current session (included in June 5 revisions above) (-3, 830) (-2,855) (-193) (-2,662) Actual net total, as enacted by Congress and reported by the Treasury (preliminary) '247,500 231,619 208,596 -23, 023 Includes increased Vietnam war costs (H. Doc. 92-321), disaster relief (H. Doc. 92-316 and 3 Does not reflect possible action on general revenue sharing. The June 5 Review presumed 325), and drug abuse treatment (H. Doc. 92-330). delayed enactment would shift $2.5 billion in authority and $2.2 billion in outlays requested Congressional action identified as included in June 5 Mid-Session Budget Review as follows: for fiscal 1972 into fiscal 1973. Congressional addition of $969 million in budget authority and outlays for black lung benefits; Partially estimated. late enactment of 1972 revenue sharing proposal to result in shift of $2.5 billion in authority and $2.2 billion in outlays into fiscal 1973; and congressional reduction of $74 million in budget estimates for foreign assistance, for a net increase of $3,395,000 in budget authority and 3,145, ,000 in outlays. (5) 82-300-72-2 SCOREKEEPING TABLES Table No. 1.-Estimated effect of congressional actions during the 2d session of the 92d Congress on individual bills affecting budget authority and outlays (expenditures) (as of August 18, 1972) [In thousands of dollars] Congressional actions on budget authority Congressional actions on budget outlays (changes from the budget) (changes from the budget) Items acted upon House Senate Enacted House Senate Enacted (1) (2) (3) (4) (5) (6) Fiscal year 1973: Appropriation bills (changes from the 1973 budget): 1972 Foreign assistance and related agencies 1-105,000 ¹-105,000 -105,000 (P.L. 92-242). Legislative Branch (P.L. 92-342) -6,022 -4,625 -5,560 -5,500 -4,300 -5,200 Second Supplemental, 1972 (P.L. 92-306) -100,000 +550,000 +95,000 State, Justice, Commerce, the Judiciary and related agencies (H.R. 14989) -100,884 +116,391 () -74,000 +42,000 (1) Housing and Urban Development, Space, Science and related agencies (P.L. 92-383) -454,695 +325,187 -132, -3,500 +94,000 +61,000 Transportation and related agencies (H.R. 15097) -117,567 -2,187 tt-41,244 -75,000 -39,000 tt-48,000 District of Columbia (P.L. 92-344) -11,000 -29,600 -26,913 -11,000 -29,600 -26,913 Labor, Health, Education, and Welfare and related agencies (H.R. 15417) (+1,275,856) (+2,578,297) (+1,762,286) (+530,000) (+1,150,000) (+725,000) Interior and related agencies (P.L. 92-369) +9,218 +23,769 +21,781 -7,100 +14,800 +10,000 Treasury, Postal Service and General Government (P.L. 92-351) -9,458 -9,417 -8,776 -37,000 -37,000 -36,500 Public Works and Atomic Energy (H.R. 15586) -51,331 +82,638 ft+15,856 -20,000 +49,000 tt + 27, 700 Agriculture and Environmental and Consumer Pro- tection (H.R. 15690) -55,179 +608,866 tt+481,842 ³ +78,000 ³ +315,000 tt³ + 250, 000 Supplemental, 1972, disaster relief (P.L. 92-337) +100,000 +100,000 +100,000 Supplemental, 1973, disaster relief (H.R. 16254) +17,500 +17,500 +1 + 17, 500 +6,000 +6,000 tt + 6, 000 Subtotal, appropriation bills -779,418 +1,128,522 +322,254 -254,100 +955,900 +328,087 Legislative bills with "backdoor" spending authoriza- tions (changes from the 1973 budget): Higher education-student loans (borrowing au- thority) (P.L. 92-318) Indefinite Indefinite Indefinite N.A. N.A. N.A. Housing Act of 1972 (contract authority) (S. 3248) +300,000 N.A. Highway emergency relief (P.L. 92-361) -50,000 -50,000 -50,000 Airport and airways development (contract author- ity) (S. 3755) +840,000 () ($) General revenue sharing (H.R. 14370) ' +2,800,000 +1+2,800,000 + +2,550,000 +1+2,550,000 State bond subsidy (permanent) (S. 3215) +29,000 +29,000 Water pollution control (contract authority) (S. 2770, H.R. 11896) ⁵ +11,000,000 +3,000,000 () +550,000 +150,000 (1) Freight car loan guarantee (borrowing authority) (S. 1729) +2,000,000 N.A. Subtotal, "backdoor" +13,750,000 +8,919,000 -50,000 +3,100,000 +2,729,000 Legislative bills with mandatory spending authorizations (changes from the 1973 budget): Wage board pay (H.R. 9092) 1 +30,000 1 +30,000 tt + 30, 000 1 +30,000 +30,000 +1 +30, 000 Full District of Columbia Congressional representa- tion (H.J. Res. 253) +960 +960 Federal employee health insurance (H.R. 12202) +267,900 +39,600 () +267,900 +39,600 ($) Council on International Economic Policy (S. 3726) -1,341 (tt) -1,316 (tt) School lunch (H.R. 14896) ($) +90,000 +116,000 () Equalization of military retired pay (H.R. 15495) +6,000 () +6,000 () National Guard retirement (S. 855) +7,900 +7,900 Additional military travel allowance (H.R. (3542) +2,414 +2,414 POW and MIA leave (H.R. 14911) +13,400 +13,400 National Foundation for Higher Education (P.L. 92-318) 1 - 90, 000 -90,000 1 -27, 000 -27,000 Black lung benefits (P.L. 92-303) +968,712 +968,712 +968,712 ¹ +968,712 +968,712 +968,712 See footnotes at end of table, page 7. (6) 7 SCOREKEEPING TABLES-Continued Table No. 1.-Estimated effect of congressional actions during the 2d session of the 92d Congress on individual bills affecting budget authority and outlays (expenditures) (as of August 18, 1972)-Continued [In thousands of dollars] Congressional actions on budget authority Congressional actions on budget outlays (changes from the budget) (changes from the budget) Items acted upon House Senate Enacted House Senate Enacted (1) (2) (3) (4) (5) (6) Fiscal year 1973-Continued Legislative bills with mandatory spending authorizations (changes from the 1973 budget)-Continued Social security tax and benefit amendments (P.L. 92-336) ¹-1,600,000 ⁸-1,600,000 +2,100,000 +2,100,000 Revenue sharing, HUD (S. 3248) -490,000 -490,000 Air traffic controller retirement (P.L. 92-297) 1 +31,500 +31,500 +31,500 ¹+31,500 +31,500 +31,500 Early retirement-customs inspectors (H.R. 440) +3,200 +3,200 Handgun control (S. 2507) +10,000 +10,000 Veterans advance educational allowance (H.R. 12828, S. 2161) +128,700 +692,000 ($) +124,700 +900,900 () Veterans medical care (H.R. 10880) (+29,658) +150,850 ($) (+29,658) +150,850 ($) Veterans nursing home care (H.R. 460) (+6,900) (+6,900) Veterans paraplegic housing, (P.L. 92-341) +3,500 +5,000 +3,500 +3,500 +5,000 +3,500 Veterans national cemeteries (H.R. 12674) +39,600 +39,600 Veterans compensation increase (P.L. 92-328) +114,900 +169,000 +114,900 +114,900 +169,000 +114,900 Civil Service retirement-firemen (P.L. 92-382) +6,700 +6,330 +6,700 +6,700 +6,330 +6,700 Civil Service-early retirement (H.R. 11255) + + 780, 600 + + 780, 600 Disaster relief, SBA (P.L. 92-385) +94,772 +159,952 +50,000 +94,772 +159,952 +50,000 Minority enterprises (S. 3337) +883 +883 Railroad Retirement-20% increase (H.R. 15927) +261,600 Subtotal, "mandatory" +2,395,517 +187,727 -484,688 +2,806,142 +4,212,627 +3,278,312 Subtotal, legislative bills 7 +16,145,517 +9,106,727 -534,688 +5,906,142 +6,941,627 +3,278,312 Total, fiscal year 1973 +15,366,099 +10,235,249 -212,434 +5,652,042 +7,897,527 +3,606,399 Fiscal year 1972: Appropriation bills (changes from the revised 1972 budget): Foreign assistance and related agencies, 1972 (P.L. 92-242) 1-353,230 1-353,230 -353,230 1-50,000 1-50,000 -50,000 Second Supplemental, 1972 (P.L. 92-306) -820,808 +197,574 -518,245 -365,000 -230,000 -265,000 Supplemental, 1972, disaster relief (P.L. 92-337) +100,000 +100,000 +100,000 Legislative bills (changes from the revised 1972 budget): Black lung benefits (P.L. 92-303) +5,000 1 +5,000 +5,000 1 +5,000 1 +5,000 +5,000 Emergency school assistance (P.L. 92-318) -500,000 -80,665 National Foundation for Higher Education (P.L. 92-318) -3,000 -3,000 -1,000 -1,000 National Institute of Education (P.L. 92-318) -3,000 -2,500 Housing Act of 1972 (contract authority) (S. 3248) +15,000 N.A. AMTRAK (borrowing authority) (P.L. 92-316) +100,000 +250,000 +150,000 N.A. N.A. N.A. Legislative inaction on proposals included in the 1972 budget (see tables 4 and 5 for details): General revenue sharing -2,500,000 -2,500,000 -2,500,000 -2,250,000 -2,250,000 -2,250,000 Other -117,011 -371,111 -208,017 -52,483 -210,583 -210,583 Total, fiscal year 1972 8 -3,589,049 -2,656,767 -3,830,492 -2,713,483 -2,735,583 -2,854,748 1 Enacted figure used for comparability. 6 Decrease in budget authority for social security reflects less than anticipated tax reve- 2 Vetoed by President and sustained by House on Aug. 16, 1972. Figures shown for infor- nues for trust fund. mation purposes and not included in scorekeeping totals below. 7 Excludes actions taken in 1st Session of 92d Congress, shown in parentheses above. 3 Excludes estimated outlay increase of $695 million for certain water pollution reimburse- 8 For detail on fiscal 1972 action in current session see Scorekeeping Report No. 5, dated ments contingent upon enactment of pending water pollution control legislation (S. 2770 and Aug. 4, 1972. H.R. 11896) now in conference. :Subject to or in conference. 4 Due to delayed action, includes effect of shift into fiscal 1973 of $2.5 billion in authority and N.A.-Not available. $2.2 billion in outlays, together with increases of $150 million in authority and outlays for both Committee action. fiscal years 1972 and 1973. ffPending signature. 5 Consists of $5 billion provided for fiscal 1973 and advance availability of $6 billion provided for fiscal 1974. SCOREKEEPING TABLES-Continued Table No. 2.-Revenue proposals affecting the fiscal year 1973 budget [In millions of dollars] Congressional action on fiscal year 1973 revenue proposals Fiscal year 1973 to date revenue estimate House Senate Enacted Revenue estimates in the fiscal year 1973 budget 220, 785 Revenue estimates as revised by June 5, 1972, Mid-Session Budget Review 1 223, 000 Adjustments for interfund and intragovernmental and applicable receipts 24, 025 Total gross receipts 247, 025 To be derived from existing revenue legislation (gross) 246, 221 Estimated revenues to be derived from proposals in the fiscal year 1973 budget: 2 Social security (H.R. 15390, P.L. 92-336): Wage base increase 2, 327 2, 327 Rate decrease -1,219 - 1, 219 49 49 } 3 -400 3 400 Medicare rates Subtotal, social security 1, 157 1, 157 -400 -400 Individual income taxes-Retirement programs (H.R. ) -900 Diesel fuel and truck taxes (H.R. ) 295 Currency write-off (S. 670) 225 225 Railroad retirement (H.R. 1) -27 -27 Estimated revenue to be derived from other proposals: Olives-duty suspension (H.R. 3233) t-3 Wagering tax (H.R. 1010, S. 431) 25 +17 Tax on bonds (H.R. 6547) t-70 POW income tax exclusion (H.R. 9900, PL 92-279) -2 -2 -2 Cigar tax (H.R. 3544) t-9 Emergency unemployment tax-extension (H.R. 15587, P.L. 92-329) 54 54 54 54 Total, revenue proposals 804 1, 125 - 106 -348 1 The Joint Committee on Internal Revenue Taxation estimates fiscal year 1973 revenue 3 Preliminary estimates; rounded amount used for scorekeeping purposes. at $222 1 billion. [Committee action. 2 Without congressional action on each item estimated receipts will be changed by these amounts. (8) SUPPORTING TABLES Table No. 3.-Fiscal year 1973 appropriation bills, and supplemental appropriation bills for fiscal year 1972-showing budget authority and estimated outlays by bill, as requested by the President, as passed by the House and Senate, and as enacted in the 2d session of the 92d Congress [In thousands of dollars] Budget request 1 House action Senate action Enacted to date to date FISCAL YEAR 1973 Legislative Branch (H.R. 13955, P.L. 92-342) Budget authority in bill 519, 348 427,605 514, 723 513,788 Requests not considered 85,721 Outlays 523, 054 436,390 518, 754 517, 854 Requests not considered 81, 164 Outlays from current (1973) budget authority [469, 198] [382,534] [464,898] 463, 998 ] Requests not considered [81, 164] State, Justice, Commerce, the Judiciary and Related Agencies (H.R. 14989) Budget authority in bill 4,704,327 4, 587, 104 4,820,718 (1) Requests not considered 16,338 Adjustment to budget basis 2 + 138, 690 +138,690 +138,690 Appropriations to liquidate contract authority (233, 312) (233, 312) (233, 312) Outlays 3 4,288,068 4,199,495 4,330,068 Requests not considered 14,573 Outlays from current (1973) budget authority [2,906,919] [2, 818, 346] [2,948,919] Requests not considered [14,573] Housing and Urban Development, Space, Science and Related Agencies (H.R. 15093, P.L. 92-383) Budget authority in bill 20, 258, 183 19,718,490 20,583,370 20, 125, 951 Requests not considered 84,998 Outlays 19,055,965 19,050,035 19,149,965 19,116,965 Requests not considered 2, 430 Outlays from current (1973) budget authority [14,726,766] [14,720,836] [14,820,766] [14, 787, 766] Requests not considered [2, 430] Transportation and Related Agencies (H.R. 15097) Budget authority in bill 2,946,542 2,791,614 2,906,994 th2,867,937 Requests not considered 37,361 37,361 37,361 Adjustments to budget basis 5 - 118,834 80, 400 -71,956 -82, 453 Appropriations to liquidate contract authority (5, 418, 000) (5, 393, 990) (5, 395, 125) (5, 393, 990) Advance (1974) appropriation (131, 181) (131, 181) (131,181) (131,181) Outlays 8 8,511,957 8, 429, 457 8,465,457 8, 456, 457 Requests not considered 7, 500 7,500 7, 500 Outlays from current (1973) budget authority [2,076,888] [2, 012, 388] [2. 048, 388] {2, 039, 388 I Requests not considered [7, 500] [7, 500] 500] District of Columbia (H.R. 15259, P.L. 92-344): Budget authority in bill 343,306 332,306 313,706 316,393 Outlays 371,048 360,048 341,448 344,135 Outlays from current (1973) budget authority [343,306] [332,306] [313,706] [316, 395 Labor, Health, Education and Welfare, and Related Agencies (H.R. 15417) 6 Budget authority in bill 33,426,210 (28,603,180) (31,354,931) (30, 538, 920) Requests not considered (6, 098, 886) (4,649,576) (4, 649, 576) Outlays 31,516,052 (28, 561, 744) (30,536,300) (30, 111, 300) Requests not considered (3,484,308) (2,129,752) (2, 129, 752) Outlays from current (1973) budget authority [22, 869, 391] 19, 915, 083] ) 21, 889, 639]) ([21, 464, 639]) Requests not considered ([3, 484, 308] ) 129, 752]) ([2, 129, 752]) Interior and Related Agencies (H.R. 15418, P.L. 92-369) Budget authority in bill 2, 527, 154 2,529,558 2,550,923 2,548,935 Requests not considered 6,814 Appropriations to liquidate contract authority (228, 540) (214,910) (222,560) (214,560) Outlays 2,533,657 2,522,947 2,548,457 2,543,657 Requests not considered 3,610 Outlays from current (1973) budget authority [1, 785, 873] [1, 789, 660] [1,793,867] [1, 810, 673] Requests not considered [3,610] See footnotes at end of table, page 11. (9) 10 SUPPORTING TABLES-Continued Table No. 3.-Fiscal year 1973 appropriation bills, and supplemental appropriation bills for fiscal year 1972-showing budget authority and estimated outlays by bill, as requested by the President, as passed by the House and Senate, and as enacted in the 2d session of the 92d Congress-Continued [In thousands of dollars] Budget request House action Senate action Enacted to date to date FISCAL YEAR 1973-Continued Treasury, Postal Service and General Government (H.R. 15585, P.L. 92-351) Budget authority in bill 5,066,603 5,057,145 5,057,186 5,057,827 Outlays 5,184,244 5,147,244 5,147,244 5,147,744 Outlays from current (1973) budget authority [3,764,930] [3,727,930] [3,727,930] [3,728,430] Public Works and Atomic Energy (H. R. 15586): Budget authority in bill 5,489,058 5,437,727 5,571,696 $15,504,914 Appropriations to liquidate contract authority (53,000) (53,000) (53,000) (53, 000) Outlays 3 5,709,840 5,689,840 5,758,840 5,737,540 Outlays from current (1973) budget authority [3,092,677] [3,072,677] [3,141,677] [3,120,377] Agriculture and Environmental and Consumer Protection, (H. R. 15690:) Budget authority in bill 12,952,190 12,897,011 13,561,056 tt13, 434, 033 Appropriations to liquidate contract authority (195,500) (195,500) (195,500) (195,500) Outlays 8 12,270,420 12,348,420 12,585,420 12,520,420 Outlays from current (1973) budget authority [10,226,616] [10, 304, 616] [10,541,616] [10,476,616] Department of Defense: Budget authority in bill 79,594,184 Outlays 73,804,284 Outlays from current (1973) budget authority [56, 144, 357] Foreign Assistance and Related Agencies: Budget authority in bill 5,163,024 Outlays 3,483,594 Outlays, from current (1973) budget authority [1,314,797] Military Construction: Budget authority in bill 2,661,384 Outlays 1,980,300 Outlays from current (1973) budget authority [622,641] 1972 Foreign Assistance and Related Agencies (H.R. 12067, P.L. 92-242) (score- keeping effect of congressional action in current session): Outlays 8-105,000 8-105,000 -105,000 Urgent Supplemental, 1972 (H.J. Res. 1097, P.L. 92-256): Outlays 5,765 5,765 5,765 5,765 Second Supplemental, 1972 (H.R. 14582, P.L. 92-306) Outlays 415,389 250,139 956,889 501,889 Requests not considered 65,250 8,500 8,500 Supplemental, 1972, disaster relief (H.J. Res. 1238, P.L. 92-337) Outlays 100,000 200,000 200,000 200,000 Disaster relief supplemental, 1973 (H.R. 16254) Budget authority 1,569,800 1,587,300 1,587,300 1,587,300 Outlays 800,000 806,000 806,000 806,000 Outlays from current (1973) budget authority [800,000] [806,000] [806,000] [806,000] Supplementals, 1973: Budget authority 135,200 Outlays 99,700 Outlays from current (1973) budget authority [99, 700] Total, F.Y. 1973: Budget authority in bills 177,356,513 55,365,860 57,467,672 51,957,078 Requests not considered 231,232 37,361 37,361 Adjustments to budget basis 25 +19,856 Total, budget authority 177,376,369 Appropriations to liquidate contract authority (6, 128, 352) (6,090,712) (6,099,497) (5, 857, 050) Advance (1974) appropriation (131,181) (131,181) (131,181) (131, 181) Outlays 2 170,653,337 59,340,780 60,709,307 55,793,426 Requests not considered 174,527 16,000 16,000 Outlays from current (1973) budget authority [121, 244, 059] [39,967,293] [40,607,767] [37,549,643] Requests not considered [109,277] [7, 500] [7, 500] See footnotes at end of table, page 11. 11 SUPPORTING TABLES-Continued Table No. 3.-Fiscal year 1973 appropriation bills, and supplemental appropriation bills for fiscal year 1972-showing budget authority and estimated outlays by bill, as requested by the President, as passed by the House and Senate, and as enacted in the 2d session of the 92d Congress-Continued [In thousands of dollars] Budget request House action Senate action Enacted to date to date FISCAL YEAR 1972 Foreign Assistance and Related Agencies, 1972 (H.R. 12067, P.L. 92-242) (scorekeeping effect of Congressional action in current session): Budget authority 8-353,230 8-353,230 353, 230 Outlays 8-50,000 8-50,000 -50,000 Urgent Supplemental, 1972 (H.J. Res. 1097, P.L. 92-256) Budget authority 957, 476 957, 476 957,476 957, 476 Outlays 951, 711 951, 711 951, 711 951, 711 Second Supplemental, 1972 (H.R. 14582, P.L. 92-306) Budget authority 4, 881, 943 3, 954, 453 5, 063, 517 4, 347, 698 Budget authority treated in bill as offsetting receipts 66, 138 66, 138 66, 138 66, 138 Appropriations to liquidate contract authority (33, 000) (33, 000) (33, 000) (33, 000) Requests not considered 106, 682 16,000 16,000 Outlays 4, 229, 010 3, 848, 400 3, 991, 510 3, 956, 510 Requests not considered 15,610 7, 500 7,500 Supplemental, special payments to international financial institutions, 1972 (H.J. Res. 1174, P.L. 92-301) : Budget authority 1, 600, 000 1,600,000 1, 600, 000 1,600,000 Supplemental, 1972, disaster relief (H.J. Res. 1238, P.L. 92-337) : Budget authority 100,000 200, 000 200, 000 200, 000 Total, F.Y. 1972: Budget authority 7, 605, 557 6, 424, 837 7,533,901 6, 818, 082 Outlays 5, 180, 721 4, 750, 111 4, 893, 221 4, 858, 221 1 Amended by H. Doc. 267, 269, 271, 272, 275, 277, 278. 286, 289, 291, 292, 300. 301, 321, 325, and $6,585,000 appropriation. to Airway Trust Fund treated in budget as offsetting receipt and as 330, and S. Doc. 78 and 79. non-add item in the Transportation Bill. 2 To adjust to budget basis, add $138,690,000 for maritime subsidies treated in budget as 6 Vetoed by President and sustained by House on August 16, 1972. Figures in Congressional budget authority, and in the bill as appropriation to liquidate contract authority. action columns shown for information purposes and not included in totals below. 3 Includes outlays from appropriations to liquidate contract authority. 7 Includes $180,000,000 for Appalachian development, carried in the budget as permanent 4 Excludes $490 million proposal for pending urban community development revenue contract authority with $175,000,000 in appropriations to liquidate contract authority, and sharing legislation. treated in the bill as direct appropriation. 5 To adjust to budget basis, (1) deduct $125,419,000 for Urban Mass Transportation appro- 8 Enacted figure used for comparability. riation which under law automatically is offset against prior year contract authority, (2) add :Subject to or in conference. #Pending signature. SUPPORTING TABLES-Continued Table No. 4.-Legislative proposals in fiscal year 1973 budget to reduce budget authority and outlays 1 Reduction House action Senate action Request (title or purpose) estimate, 1973 to date to date Enacted to date budget Fiscal year 1973: DEPARTMENT OF AGRICULTURE: Federal Crop Insurance Corporation: Administrative and operation expenses (H.R. S. -): Budget authority -1,000 Outlays -1,053 Farmers Home Administration: Reduce direct loans (H.R. 12931): Budget authority - 136, 503 - 136, 503 136, 503 t-136,503 Outlays -593, 816 -593, 816 -593, 816 -593, 816 DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE: Office of Education: Student loans (H.R. -, S.-): Budget authority -288, 000 Outlays 288, 000 Social and Rehabilitation Service: Grants to States: Maintenance (social security offset) (H.R. 1): Budget authority 159, 000 159, 000 Outlays - 159, 000 - 159, 000 Medicaid reform (H.R. 1): Budget authority -700, 220 -700, 220 Outlays 700, 220 700, 220 GENERAL SERVICES ADMINISTRATION: Stockpile sales-proprietary receipts: Zinc sales (S. 766, P.L. 92-283) : Budget authority -10,000 -10,000 - -10,000 Outlays -10,000 -10,000 -10,000 Chromite sales (S. 773) Budget authority -311, 000 N.A. Outlays -311,000 N.A. Other legislation: Budget authority Outlays VETERANS ADMINISTRATION: General operating expenses-war orphan counseling (H.R. , S.-): Budget authority - 1,000 Outlays - 1,000 Total: Budget authority 1, 596, 723 1,005,723 146, 503 146, 503 Outlays 2, 054, 089 - -1,463,036 603, 816 603, 816 1 If positive legislative action is not taken on each item, estimates carried in the budget [Committee action. will be increased by the amount indicated. ttPending signature. $Subject to or in conference. (12) SUPPORTING TABLES-Continued Table No. 5.-Legislative proposals in fiscal year 1973 budget for new or expanded programs [In thousands of dollars] Proposal (title or purpose) Cost estimate, House action Senate action Enacted 1973 budget to date to date to date Fiscal year 1973: EXECUTIVE OFFICE OF THE PRESIDENT: Council on International Economic Policy (S. 3726) Budget authority 1, 341 1,400 TT1, 400 Outlays 1, 316 1,400 1, 400 FUNDS APPROPRIATED TO THE PRESIDENT: International Financial Institutions (S. 2010, 748, 749, P.L. 92-245, 246, and 247) : Budget authority 910,000 910,000 910,000 910,000 Outlays 103,000 103,000 103,000 103,000 DEPARTMENT OF AGRICULTURE: Federal Crop Insurance Corporation: Administrative expenses (H.R. , S. : Budget authority Outlays 1, 452 Farmers Home Administration: Reduce direct loans (H.R. 12931): Budget authority (t) Outlays 3, 977 3, 977 3, 977 3, 977 DEPARTMENT OF DEFENSE: All volunteer Army: Special Pay Act (H.R. 14545, S. 3410) : Budget authority 199,000 Outlays 199,000 Uniformed health professionals (H.R. 2) : Budget authority 40,000 40,000 40,000 40,000 Outlays 34,000 34,000 34,000 34,000 Other (H.R. , S. ) : Budget authority 161,000 Outlays 157,000 Retirement system reform: Equalization of retired pay (H.R. 15495) : * Budget authority 269,000 275,000 ($) Outlays 269,000 275,000 Survivor annuity (H.R. 10670) Budget authority - 118, 285 118, 285 Outlays - 118, 285 118, 285 Retirement modernization (H.R. , S. ) : Budget authority 145,285 Outlays 139,285 DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE: Food and Drug Administration: Product safety (H.R. 15003, S. 3419) Budget authority 38,845 +55,000 250,000 Outlays 29,743 $5,000 250,000 Health Services and Mental Health Administration: Health maintenance organizations (H.R. 11728, S. 3327) Budget authority 60, 000 +1,076,800 Outlays 36,000 tN.A. Office of Education: Revenue sharing (H.R. 7796, S. 1669) Budget authority 223,911 Outlays 110,000 Higher education work study and grants (S. 659, P.L. 92-318): Budget authority Outlays 259,000 330,000 330,000 330, 000 See footnotes at end of table, page 16, (13) 82-300-72-3 14 SUPPORTING TABLES-Continued Table No. 5.-Legislative proposals in fiscal year 1973 budget for new or expanded programs-Continued [In thousands of dollars] Proposal (title or purpose) Cost estimate, House action Senate action Enacted 1973 budget to date to date to date Fiscal year 1973-Continued DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE-Continued Emergency school assistance (S. 659, P.L. 92-318): Budget authority 1,000,000 1,000,000 1,000,000 1,000,000 Outlays 381,000 381,000 381,000 381,000 National Foundation for Higher Education (S. 659, P.L. 92-318) Budget authority 100,000 10,000 100,000 20,000 Outlays 30,000 3,000 30,000 23,000 National Institute for Education (S. 659, P.L. 92-318) : Budget authority 125,000 125,000 125,000 125,000 Outlays 50,000 50,000 50,000 50,000 Social and Rehabilitation Service: Juvenile Justice (H.R. 15635, P.L. 92-381) Budget authority 10,000 75,000 75,000 75,000 Outlays 2, 348 18,750 18,750 18,750 Social Security Administration: Federal payment-SMI (H.R. 1): Budget authority 175,000 175,000 Outlays 175,000 175,000 Benefit improvements (H.R. 15390, P.L. 92-336) Budget authority 1,303,000 1,303,000 ³ -400,000 3 400, 000 Outlays 4,020,000 4,020,000 3 6, 200, 000 3 6, 200, 000 Welfare Reform (H.R. 1): Budget authority 450,000 450,000 Outlays 350,000 350,000 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT: Revenue sharing (H.R. 8853, S. 3248) Budget authority 490,000 Outlays 490,000 DEPARTMENT OF INTERIOR: Bureau of Land Management: National land bank (H.R. 7211, S. 632) Budget authority 20,000 +4,000 +110, 000 Outlays 10,000 +4,000 t110, 000 Bureau of Indian Affairs: Resources management-economic development (H.R. 8063, S. 2036) Budget authority 4,000 Outlays 4,000 Revolving fund-economic development (H.R. 8063, S. 2036): Budget authority 5, 000 Outlays 1,000 Office of Territories: Economic development (S. 860, P.L. 92-257) Budget authority 1, 000 1, 000 1, 000 1,000 Outlays 1,000 1,000 1,000 1, 000 Geological Survey: Environmental programs (H.R. , S. : Budget authority 5,000 Outlays 4,000 Bureau of Mines: Mined land protection (H.R. 5689, S. 993) Budget authority 7,000 Outlays 7,000 DEPARTMENT OF STATE: International Boundary and Water Commission (H.R. 15461, S. : Budget authority t13, 868 Outlays 4, 345 4, 345 See footnotes at end of table, page 16. 15 SUPPORTING TABLES-Continued Table No. 5.-Legislative proposals in fiscal year 1973 budget for new or expanded programs-Continued [In thousands of dollars] Proposal (title or purpose) Cost estimate, House action Senate action Enacted 1973 budget to date to date to date Fiscal year 1973-Continued DEPARTMENT OF TRANSPORTATION: Federal Railroad Administration: AMTRAK (H.R. 11417, P.L. 92-316): Budget authority (4) Outlays 65,000 65,000 65,000 65, 000 DEPARTMENT OF TREASURY: General revenue sharing: (H.R. 14370): Budget authority ⁵ 5,300,000 8,100,000 δ,100,100,000 Outlays 5,000,000 $7,550,000 $7,550,000 ENVIRONMENTAL PROTECTION AGENCY: Ocean protection (H.R. 9727) Budget authority 17,500 5, 600 () Outlays 17,500 5,600 Pesticide control (H.R. 10729) Budget authority 35,000 15,700 15,000 Outlays 22,000 15,700 15,000 Toxic substance control (H.R. 5276, S. 1478) Budget authority 6,300 Outlays 6,300 Noise control (H.R. 11021, S. 1016) Budget authority 14,000 Outlays 14,000 VETERANS ADMINISTRATION: Compensation and pensions (S. 3338, P.L. 92-328) Budget authority 151,700 266,600 320,700 266,600 Outlays 151,700 266,600 320,700 266,600 Readjustment benefits-advance educational allowance (H.R. 12828, S. 2161) Budget authority 163,300 292,000 855,300 (1) Outlays 167,300 292,000 1,068,200 Medical care (H.R. 10880, S. 2354) Budget authority 15,945 Outlays 15,945 Medical administration (H.R. 10880): 45,758 166,950 ($) Budget authority 155 45,758 166,950 Outlays 155 State grants-nursing home construction (H.R. 13673, S. : Budget authority 2,700 Outlays OTHER INDEPENDENT AGENCIES: District of Columbia: Capital grants-higher education (H.R. S. ) : Budget authority 20,000 Outlays 10,000 Local bond expenses (H.R. , S. ) : Budget authority 1, 000 Outlays 1,000 RFK Stadium (H.R. , S. ) : Budget authority 1, 000 Outlays 1,000 Washington Metropolitan Area Transit Authority: Federal bond guarantees (H.R. 15507, P.L. 92-349) Budget authority 8,481 8, 481 8, 481 8, 481 Outlays 8, 481 8, 481 8, 481 8, 481 Smithsonian Institution: JFK Center-tours (S. 1736, P.L. 92-313): Budget authority 1, 500 7 Open-end 7 Open-end Outlays 1,500 Open-end Open-end See footnotes at end of table, page 16. 16 SUPPORTING TABLES-Continued Table No. 5.-Legislative proposals in fiscal year 1973 budget for new or expanded programs-Continued [In thousands of dollars] Proposal (title or purpose) Cost estimate, House action Senate action Enacted 1973 budget to date to date to date Fiscal year 1973-Continued OTHER INDEPENDENT AGENCIES-Continued Water Resources Council-2d assessment (H.R. 14106) : Budget authority 1, 000 1, , 000 1,000 tt1, 000 Outlays 800 800 800 800 Total: Budget authority 11, 326, 878 12, 804, 622 13, 043, 531 2, 038, 481 Outlays 12, 199, 062 13, 690, 626 16, 995, 158 7, 467, 008 1 Enacted figure used for comparability. 5 "Backdoor" appropriations. 2 Foundation not established, but Secretary of HEW authorized to perform proposed function; 6 Reflects $2.65 billion in budget authority and $2.4 billion in outlays shifted from FY 1972 to $10 million authorized for 1973. FY 1973 due to delayed consideration. Does not include budgetary effect, if any, of the $1 3 Preliminary, net of interfund transactions; rounded amounts used for scorekeeping billion Senate limitation on social service matching grants. purposes. 7 Responsibility transferred to Interior Department. 4 Includes "backdoor" borrowing authority; enacted, $150 million for FY 1972 and $50 million Committee action. *Subject to or in conference. *Outlays mandatory. for FY 1974. *Pending signature. SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973 [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost SUBMITTED BY THE JUDICIARY: Bankruptcy referee salaries (S. 1394) : Budget authority 16,000 80,000 Outlays 16,000 80,000 Salaries of U.S. magistrates (H.R. 7375) Budget authority 1, 280 975 (#) 5, 400 Outlays 1, 280 975 5, 400 SUBMITTED BY THE EXECUTIVE: Guam and Virgin Islands Delegate (H.R. 8787, P.L. 92-271) Budget authority N.A. 455 455 455 2, 275 Outlays N.A. 455 455 455 2,275 Surety bond elimination (H.R. 13150, P.L. 92-310) Budget authority - 100, 000 - 100, 000 - 100, 000 - 100, 000 - 600, 000 Outlays - 100, 000 - 100, 000 - 100, 000 - 100, 000 600, 000 Wage board pay (H.R. 9092) :* Budget authority 130,000 130,000 tt30, 000 750,000 Outlays 1 30, 000 1 30, 000 30,000 750, 000 Wage board pay adjustment (H.R. 13753, P.L. 92-298) ** Budget authority 12,000 12,000 12,000 12,000 12,000 Outlays 12,000 12,000 12,000 12,000 12,000 Employee insurance coverage for U.S. nationals (H.R. 15659) Budget authority 584 t584 +2,920 Outlays 584 +584 t2, 920 FUNDS APPROPRIATED TO THE PRESIDENT: Gold revaluation-international banks (S. 3160, P.L. 92-268) Budget authority (2) (2) (2) (2) 343,000 Outlays (2) (2) (2) (2) 343,000 DEPARTMENT OF COMMERCE: Fishermen's Protective Act-extend (S. 3545) Budget authority 105 105 525 Outlays 105 105 525 International voluntary standards (S. 1798) Budget authority 1,200 1,200 3 2, 400 Outlays 1,200 1, 200 2, 400 DEPARTMENT OF DEFENSE: Military lawyers retention (H.R. 4606) Budget authority 7, 000 7,000 35,000 Outlays 7, 000 7, 000 35, 000 Loan of Navy vessels (H.R. 9526, P.L. 92-270) : Budget authority N.A. N.A. N.A. N.A. N.A. Outlays N.A. N.A. N.A. N.A. N.A. Drug treatment (H.R. 12846) : Budget authority 90,500 90,500 452,500 Outlays 90,500 90,500 452,500 DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE: National Heart, Blood Vessel, Lung and Blood Act (S. 3323, H.R. 15081) : Budget authority Open-end 370,000 430,000 +400, 000 1,275,000 Outlays N.A. 370,000 430,000 400,000 1, 275, 000 (17) See footnotes at end of table, page 26. 18 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost SUBMITTED BY THE EXECUTIVE-Continued DEPARTMENT OF INTERIOR: Salmon Falls-irrigation (S. 432) Budget authority 51,698 51, 698 54,250 Outlays 51,698 51,698 54,250 Gateway National Recreation Area (S. 1852) Budget authority 45,033 45,033 128, 554 Outlays 45,033 45,033 128, 554 Rockefeller Parkway (S. 3159) Budget authority 3, 092 3, 092 3,092 +13,092 3, 092 Outlays 3,092 3,092 3,092 3,092 3, 092 National parks authorizations, miscellaneous increases (S. 2601, P.L. 92-272) : Budget authority 3,398 16,165 13,451 13,451 13,451 Outlays 3,398 16,165 13,451 13,451 13,451 Recreation-conservation areas (H.R. 10384): Budget authority N.A. N.A. 17,000 Outlays N.A. N.A. 17,000 Predatory animal control (H.R. 13152) Budget authority 9, , 500 9,500 44,500 Outlays 9,500 9, , 500 44,500 DEPARTMENT OF JUSTICE: Paroled drug addict care (S. 2713, P.L. 92-293): Budget authority 600 600 600 600 10,672 Outlays 600 600 600 600 10,672 Diplomat protection (H.R. 15883) : Budget authority N.A. N.A. N.A. Outlays N.A. N.A. N.A. DEPARTMENT OF LABOR: Emergency unemployment benefits-6-month extension (H.R. 15587, P.L. 92-329) :* Budget authority 54,500 54,500 54,500 54,500 220,000 Outlays 220,000 220,000 220,000 220,000 220,000 DEPARTMENT OF STATE: South Pacific Commission (H.J. Res. 1211) : Budget authority 150 150 750 Outlays 150 150 750 International Agency for Cancer Research (H.J. Res. 1257) : Budget authority 337 337 1, 865 Outlays 337 337 1,865 DEPARTMENT OF TRANSPORTATION: Ports and waterway safety (H.R. 8140, P.L. 92-340) Budget authority N.A. N.A. N.A. N.A. N.A. Outlays N.A. N.A. N.A. N.A. N.A. Air traffic controller retirement (H.R. 8083, P.L. 92-297) Budget authority 17,600 149,100 49,100 49,100 253,700 Outlays 17,600 49,100 49,100 49,100 253,700 TRANSPO-72 (S. 3244, P.L. 92-252) Budget authority 2,000 2, 000 2, 000 2,000 2, 000 Outlays 2, 000 2,000 2, 000 2,000 2, 000 Highway emergency relief (Hurricane Agnes) (H.R. 15950, P.L. 92-361): * Budget authority 4 200, 000 150,000 € 150,000 150,000 4 350, 000 Outlays 40,000 40,000 40,000 40,000 350,000 Lighthouse service benefits (H.R. 10486) * Budget authority 111 f111 1550 Outlays 111 1111 +550 See footnotes at end of table, page 26. 19 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost SUBMITTED BY THE EXECUTIVE-Continued DEPARTMENT OF THE TREASURY: Enviromental Financing Authority (S. 1015): Budget authority N.A. 4 N.A. t 4 N.A. Outlays N.A. ¡N.A. TN.A. Federal Financing Bank (S. 3001) Budget authority 100,000 $ 100,000 $ 100,000 Outlays 100,000 100,000 100,000 GENERAL SERVICES ADMINISTRATION: Public buildings financing (S. 1736, P.L. 92-313) Budget authority N.A. N.A. N.A. N.A. N.A. Outlays N.A. N.A. N.A. N.A. N.A. Subtotal, submitted by the Executive: Budget authority 499, 408 696,094 843,234 615,198 3,476,004 Outlays 504, 908 751, 594 898, 734 670,698 3,476,004 INITIATED BY THE CONGRESS: Establish Congressional Office of Goals and Priorities Analysis (S. 5) Budget authority 4, 500 $ 13,500 Outlays 4,500 13,500 Joint Committee on the Environment (S.J. Res. 17, H.J. Res. 3): Budget authority 300 N.A. () 1,500 Outlays 300 N.A. 1,500 Capitol security (H. Con. Res. 550): Budget authority 3,000 3, 000 () 3,000 Outlays 3,000 3, 000 3,000 Senate Office Building construction (S. 3917) Budget authority 153, 500 $53,500 Outlays $53,500 $53,500 Full D.C. Congressional representation (H.J. Res. 253) Budget authority t960 +4,800 Outlays t960 14,800 Federal employee health insurance-increased Government contribu- tion (H.R. 12202) Budget authority 267,900 39, 600 ($) 3,243,100 Outlays 267,900 39,600 3,243,100 Establish Office of Technology Assessment (H.R. 10243): Budget authority 5,000 N.A. Outlays 5,000 N.A. Additional judges (H.R. 11394, S. 733) Budget authority 1,099 N.A. ($) 4, 967 Outlays 1, 099 N.A. 4, 967 Fair credit billing (S. 652) : Budget authority N.A. N.A. Outlays N.A. N.A. EXECUTIVE OFFICE OF THE PRESIDENT: Consumer protection (H.R. 10835): Budget authority 6, 475 30,000 Outlays 6, 475 30,000 FUNDS APPROPRIATED TO THE PRESIDENT: Office of Emergency Preparedness-economic disaster relief (S. 2393) Budget authority N.A. N.A. Outlays N.A. N.A. DEPARTMENT OF AGRICULTURE: Rural development (H.R. 12931): Budget authority 320,000 620, 160 1170, 000 1,700,000 Outlays 320,000 620, 160 400, 000 1,700,000 See footnotes at end of table, page 26. 20 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost INITIATED BY THE CONGRESS-Continued DEPARTMENT OF AGRICULTURE-Continued Predator indemnities (H.R. 14163): Budget authority +50,000 t250, 000 Outlays +50,000 t250, 000 Rabbit meat inspection (S. 1943) : Budget authority 154 154 850 Outlays t154 154 850 Grain reserves and 25% grain loan increase (H.R. 1163) :* Budget authority Outlays 2,276,000 3,136,000 Cooperative forest programs (H.R. 8817, P.L. 92-288) : Budget authority 5,000 5, 000 5,000 92,000 Outlays 5,000 5,000 5, 000 92,000 Accelerated reforestation (H.R. 13089) Budget authority 75,000 65,000 +65,000 375,000 Outlays 75,000 65,000 $65,000 375,000 Expand Santa Fe, Gila, Cibola and Carson National Forests (S. 447): Budget authority N.A. N.A. Outlays N.A. N.A. Expand Carson National Forest (S. 2699) Budget authority 26,500 28, 940 Outlays 26,500 28,940 Sawtooth Recreation Area (H.R. 6957) Budget authority 46,043 45,050 ++46, 093 46,093 Outlays 46,043 45,050 46,093 46,093 Forest incentives (S. 3105) Budget authority 10,000 95,000 Outlays 10,000 95,000 Federal contribution, meat and poultry inspection costs (S. 1316) Budget authority 17,300 N.A. Outlays 17,300 N.A. School lunch (H.R. 14896) Budget authority 169,000 248,900 6 509, 000 Outlays 194,000 7248,900 7 509, 000 DEPARTMENT OF COMMERCE: Sales of U.S. passenger vessels (H.R. 11589, P.L. 92-296) Budget authority 12,600 12,600 12,600 12,800 Outlays 12,600 12,600 12,600 12,800 Liberty ships for artificial reefs (revenue loss) (H.R. 5741): Budget authority 14,400 14,400 Outlays 14,400 14,400 Marine mammal protection (H.R. 10420) Budget authority 3,200 8, 200 () 31,300 Outlays 3,200 8, 200 31,300 Tuna development (H.R. 12207): Budget authority -1,000 1, 000 () 6 3, 000 Outlays 1,000 1,000 3, 000 Federal Elections Campaign Act (S. 382, P.L. 92-225) Budget authority 2,000 2,000 2,000 10,000 Outlays 2,000 2, 000 2, 000 10,000 Coastal zone management (H.R. 14146, S. 3507) : Budget authority 15,000 19,500 ($) 345,000 Outlays 15,000 19,500 345,000 Travel agent registration (S. 2577) Budget authority 600 3,000 Outlays 600 3, 000 Economic development (H.R. 16071) Budget authority 1,027,500 3,177,500 Outlays 1,027,500 3,177,500 See footnotes at end of table, page 26. 21 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost INITIATED BY THE CONGRESS-Continued DEPARTMENT OF COMMERCE-Continued Mid-decade census (H.R. 14153): Budget authority tN.A. 170, 000 Outlays N.A. 170, 000 DEPARTMENT OF DEFENSE: Virgin Islands National Guard (H.R. 3817): Budget authority N.A. N.A. Outlays N.A. N.A. Mailing privileges (H.R. 3808) Budget authority 5,000 N.A. (1) 25,000 Outlays 5,000 N.A. 25,000 National Guard retirement (S. 855) :* Budget authority 7,900 39,500 Outlays 7,900 39,500 Additional travel allowance (H.R. 3542) Budget authority 2, 414 12,070 Outlays 2, 414 12,070 POW and MIA leave accumulation (H.R. 14911) * Budget authority 13,400 13,400 Outlays 13,400 13, 400 Dam inspection (H.R. 15951, P.L. 92-367) Budget authority 5,000 5,000 5,000 45,000 Outlays 5,000 5,000 5,000 45,000 U.S.S. Arizona-visitor facilities (H.R. 16201) Budget authority 2,500 2,500 Outlays 2,500 2, 500 DEPARTMENT OF HEALTH, EDUCATION, AND WELFARE: Black lung benefits (H.R. 9212, P.L. 92-303) Budget authority 1 968, 712 968, 712 968,712 4,000,000 Outlays 968,712 968, 712 968, 712 4,000,000 Higher education (S. 659, P.L. 92-318): Budget authority 5 1, 614, 500 5 557, 400 5 N.A. ¹⁶,000,000 Outlays 1,614,500 557,400 N.A. 16,000,000 Impacted area school aid-Postal Service (S. 3054, P.L. 92-277) Budget authority 8,500 8,500 8,500 17,000 Outlays 8,500 8,500 8,500 17,000 Wholesome fish-inspection (S. 2824) Budget authority 20,445 63,000 Outlays 20,445 63,000 Food for the elderly (S. 1163, P.L. 92-258) Budget authority 100,000 100,000 100,000 250,000 Outlays 100,000 100,000 100,000 250,000 National Institute of Aging (H.R. 14424) Budget authority 20,000 Open-end Outlays 20,000 Open-end Sickle Cell Act (S. 2676, P.L. 92-294): Budget authority 25,000 33,000 25,000 6 115, 000 Outlays 25,000 33,000 25,000 115,000 Children's dental health (S. 1874): Budget authority 25,000 142,000 Outlays 25,000 142, 000 Children's day care (S. 3617) : Budget authority 150,000 6 2, 950, 000 Outlays 150,000 2,950,000 Cooley's anemia control (H.R. 15474) Budget authority 2,725 3,700 113,700 8,175 Outlays 2,725 3, 700 3,700 8, 175 Drug listing (H.R. 9936, P.L. 92-387) : Budget authority 2,000 2,000 2,000 10,000 Outlays 2, 000 2,000 2,000 10,000 See footnotes at end of table, page 26. 22 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year cost transmitted to date to date to date INITIATED BY THE CONGRESS-Continued DEPT. OF HEALTH, EDUCATION, AND WELFARE-Con. Runaway youth (S. 2829) : Budget authority 10,000 6 30, 000 Outlays 10,000 30, 000 Public health training (S. 3441) Budget authority 8, 000 341, 000 Outlays 8, 000 341, 000 Migrant workers' health (S. 3762) : Budget authority 50,000 6 160, 000 Outlays 50,000 160, 000 Emergency health personnel (S. 3858) : Budget authority (2) 8 92, 300 Outlays (2) 8 92, 300 Medical library assistance (S. 3752) : Budget authority (2) 181, 000 Outlays (2) 181, 000 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT: Housing Act of 1972 (S. 3248) Budget authority 9 1, 552, 500 N.A. Outlays 1, 252, 500 N.A. Relocation payments (S. 1819) Budget authority N.A. 150,000 () 750, 000 Outlays N.A. 150,000 750, 000 Water and sewer grants (H.R. 13853) Budget authority Rejected Rejected Outlays DEPARTMENT OF INTERIOR: Buffalo National River (S. 7, P.L. 92-237) Budget authority 8, 367 8, 367 8, 367 27, 877 Outlays 8, 367 8, 367 8, 367 27, 877 Oregon Dunes Recreation Area (S. 1977, P.L. 92-260) Budget authority 15,200 15, 200 15,200 15, 200 Outlays 15, 200 15,200 15, 200 15, 200 Gunboat "Cairo" (S. 1475, H.R. 6618) Budget authority 2, 261 2, 481 () 4, 500 Outlays 2, 261 2, 481 4, 500 Connecticut Riverway (S. 36) Budget authority 22,019 23,000 Outlays 22,019 23, 000 Archeological preservation (S. 1245) : Budget authority N.A. N.A. Outlays N.A. N.A. International Peace Garden (S. 588): Budget authority 1, 054 1, 054 Outlays 1, 054 1, 054 Golden Eagle Passport (S. 1893, P.L. 92-347) Budget authority N.A. N.A. N.A. N.A. Outlays N.A. N.A. N:A. N.A. Land management-working capital fund (S. 2743) : Budget authority 3, 000 3, 000 Outlays 3, 000 3, 000 Metallurgy research center (S. 978, P.L. 92-287) : Budget authority 6, 000 6, 000 6, 000 6, 000 Outlays 6, 000 6, 000 6, 000 6, 000 Mining and minerals research (S. 635) : Budget authority 40, 500 12,100 (1) 222, 000 Outlays 40,500 12,100 222, 000 Youth Conservation Corps-expansion (S. 2454) : Budget authority 150,000 750, 000 Outlays 150, 000 750, 000 See footnotes at end of table, page 26, 23 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost INITIATED BY THE CONGRESS-Continued DEPARTMENT OF INTERIOR-Continued San Francisco Wildlife Reservation (H.R. 12143, P.L. 92-330) : Budget authority 20,300 20, 300 20, 300 20,300 Outlays 20,300 20,300 20,300 20, 300 Tinicum Marsh preservation (H.R. 7088, P.L. 92-326) : Budget authority 2, 250 2, 250 2, 250 2, 250 Outlays 2, 250 2, 250 2, 250 2, 250 Gulf Island Seashore extension (S. 3153, P.L. 92-275) : Budget authority 3, 337 3, 337 3, 337 3, 565 Outlays 3, 337 3, 337 3, 337 3, 565 Longfellow Historic Site (S. 3129) : Budget authority 658 1, 375 Outlays 658 1, 375 Van Buren Historic Site (S. 1426) : Budget authority 596 3, 310 Outlays 596 3, 310 Fossil Butte National Monument (S. 141) : Budget authority 4, 847 4, 515 (1) 5, 005 Outlays 4, 847 4, 515 5, 005 Thaddeus Kosciuszko Home (S. 1973) : Budget authority 592 592 Outlays 592 592 Sitka National Monument (S.1497) : Budget authority 831 1, 184 Outlays 831 1, 184 Puukohola Heiau Historic Site (H.R. 1462) : Budget authority 1, 041 1, 041 tt1, 041 1, 041 Outlays 1, 041 1, 041 1, 041 1, 041 Brantley project (S. 50) : Budget authority 34,785 34, 785 Outlays 34,785 34, 785 San Luis Valley Project (S. 520) Budget authority 18,246 20,021 Outlays 18, 246 20, 021. Seal Beach Wildlife Refuge (H.R. 10310) Budget authority 40 40 t +40 525 Outlays 40 40 40 525 Amistad Recreation Area (S. 1295) Budget authority 20, 020 20, 020 Outlays 20, 020 20,020 Cumberland Island National Seashore (S. 2411) : Budget authority 19, 010 19, 010 Outlays 19, 010 19, 010 Hopi-Navajo Reservation partition (H.R. 1128) Budget authority 16,000 16,000 Outlays 16,000 16,000 Grant-Kohrs Ranch Historic Site (S. 2166) : Budget authority 2, 150 1, 350 Tt2, 150 2, 585 Outlays 2, 150 1, 350 2, 150 2, 585 Indiana Dunes Lakeshore (S. 3811) : Budget authority 4, 700 4, 700 Outlays 4, 700 4, 700 1976 Denver Winter Olympics (S. 3531) : Budget authority t15, 500 f15, 500 Outlays 15,500 +15, 500 Commercial fisheries development (S. 3524) : Budget authority (2) 23,000 Outlays (2) 23, 000 See footnotes at end of table, page 26. 24 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost INITIATED BY THE CONGRESS-Continued DEPARTMENT OF JUSTICE: Public safety officers death benefits (S. 2087) Budget authority 40,000 72,000 Outlays 40,000 72,000 DEPARTMENT OF LABOR: Fair labor standards amendments (H.R. 7130, S. 1861) Budget authority 1,500 N.A. () 13,500 Outlays 1,500 N.A. 13,500 DEPARTMENT OF TRANSPORTATION: Motor vehicle information (S. 976) Budget authority 18,200 56,050 ($) 197,400 Outlays 18,200 56,050 197,400 Towing vessel operator licensing (H.R. 6479, P.L. 92-339) : Budget authority 375 375 375 1,575 Outlays 375 375 375 1,575 Airport and airways development (S. 3755) Budget authority 100 4840,000 (1) '840,000 Outlays 100 N.A. 840,000 Aircraft loan guarantee (S. 2741) : Budget authority N.A. N.A. Outlays N.A. N.A. DEPARTMENT OF THE TREASURY: Early retirement-customs inspectors (H.R. 440) :* Budget authority 3,200 16,000 Outlays 3, 200 16,000 Cyclamates ban losses (H.R. 13366) Budget authority 120,000 120,000 Outlays 120,000 120,000 Grants to Eisenhower College (S. 2987) Budget authority 20,000 20,000 Outlays 20,000 20,000 State bond subsidies (S. 3215) :* Budget authority t 10 29, 000 t 10 145, 000 Outlays t 10 29, 000 t 10 145, 000 Handgun control (S. 2507) Budget authority 10,000 10,000 Outlays 10,000 10,000 VETERANS ADMINISTRATION: Nursing home care (H.R. 460) Budget authority 6, 900 38,000 Outlays 6, 900 38,000 Assistance to medical schools (H.J. Res. 748, S. 2219) Budget authority 33,000 126,600 ($) 170,000 Outlays 33,000 126,600 170,000 Drug addiction treatment (H.R. 9265) Budget authority 5,000 89,300 Outlays 5, 000 89,300 Paraplegic housing grants (S. 3343, P.L. 92-341) Budget authority 3,500 5, 000 3,500 26,000 Outlays 3, 500 5,000 3, 500 26,000 National cemeteries (H.R. 12674) Budget authority 39,600 217,500 Outlays 39,600 217,500 OTHER INDEPENDENT AGENCIES: Administrative Conference of U.S. (S. 3671); Budget authority N.A. N.A. Outlays N.A. N.A See footnotes at end of table, page 26. 25 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost INITIATED BY THE CONGRESS-Continued OTHER INDEPENDENT AGENCIES-Continued Civil Service retirement (S. 1681) Budget authority N.A. N.A. () -6,900 Outlays N.A. N.A. -6,900 Civil Service-firemen's retirement (S. 916, P.L. 92-382) Budget authority 6,700 6, 330 6, 700 33, 500 Outlays 6,700 6,330 6, 700 33,500 Civil Service retirement-reduction in force (S. 3380) Budget authority N.A. N.A. Outlays N.A. N.A. Civil Service-early retirement (H.R. 11255) Budget authority 1780, 600 $3,903,000 Outlays 1780, 600 $3,903,000 District of Columbia-sickle cell prevention (S. 2677): Budget authority N.A. N.A. Outlays N.A. N.A. Equal Employment Opportunity Commission-enforcement (H.R. 1746, P.L. 92-261): Budget authority 17,359 12,031 17,568 106,762 Outlays 17,359 12,031 15,900 106,762 Institute for Continuing Studies of Juvenile Justice (H.R. 45): Budget authority 2,000 8,000 Outlays 2,000 8,000 Interstate Commerce Commission-freight car shortage (S. 1729) * Budget authority 11 2, 035, 000 11 2, 070, 600 Outlays 35, 150 70, 600 National Environmental Center (S. 1113) Budget authority 90, 000 320,000 Outlays 90,000 320,000 National Metric Conversion Board (S. 2483) Budget authority 3,000 14,500 Outlays 3, 000 14,500 National Science Foundation-civil science administration (S. 32) Budget authority 150 6 1, 025 Outlays 150 1, 025 Railroad retirement-20% increase (H.R. 15927) :* Budget authority N.A. Outlays 261, 600 N.A. Small Business Administration-interestsubsidy program (S. 1905) Budget authority 8, 350 41,750 Outlays 8, 350 41,750 Small Business Administration-disaster loan interest rate reduction (H.R. 15692, P.L. 92-385) Budget authority 12 94, 772 12 359, 932 12 50, 000 N.A. Outlays 12 94, 772 12 359, 932 12 50, 000 N.A. Small Business Administration-minority business (S. 3337) Budget authority t13 14, 915 Outlays t¹³ 8, 933 13 14, 915 Commission on Security and Safety of Cargo (S. 942, H.R. 10295) Budget authority +1,000 2,000 6 3, 000 Outlays 1,000 2,000 3, 000 National Advisory Committee on Health, Science, and Society (S.J. Res. 75) Budget authority 250 2,000 Outlays 250 2, 000 National Commission on Consumer Finance-extension (S.J. Res. 211, P.L. 92-321) Budget authority 500 500 500 500 Outlays 500 500 500 500 See footnotes at end of table, page 26. 26 SUPPORTING TABLES-Continued Table No. 6.-Legislative proposals not reflected in budget estimates for fiscal year 1973-Continued [In thousands of dollars] Cost estimate House action Senate action Enacted 5-year transmitted to date to date to date cost INITIATED BY THE CONGRESS-Continued OTHER INDEPENDENT AGENCIES-Continued National Environmental Data System (H.R. 56) Budget authority 1,000 29,020 ($) 212,754 Outlays 1,000 29,020 212,754 Subtotal, initiated by the Congress: Budget authority 6,052,981 8, 885, 234 1,850,933 45, 414, 275 Outlays 8, 615, 581 5, 745, 384 1,779,265 46, 550, 275 Total, Table No. 6: Budget authority 499, 408 6, 750, 355 9, 745, 443 2, 466, 131 48, 975, 679 Outlays 504, 908 9, 368, 459 6, 661, 093 2,449,963 50, 111, 679 1 Enacted figure used for comparability. 9 Includes $1,615 million of "backdoor" authority as follows: $15 million in contract au- 2 No budgetary effect in FY 1973. thority for F.Y. 1972, $300 million in contract authority for F.Y. 1973, and $1.5 billion in 3 Two-year authorization F.Y. 1973-74. borrowing authority for F.Y. 1974. 4 "Backdoor" contract authority. 10 "Backdoor" permanent indefinite appropriation. 5 In addition provides indefinite amount of "backdoor" borrowing authority. 11 Includes $2 billion backdoor borrowing authority. 6 Three-year authorization F.Y. 1973-75. 12 Reflects cost of retroactive features only. ? Includes additional requirement to spend permanently appropriated funds, estimated 13 Interest subsidy mandatory; FY 1973 estimate $883,000. for scorekeeping purposes at $90 million for House action and $116 million for Senate action. N.A.-Not available. 8 Two-year authorization FY 1974-75. Committee action. :Subject to or in conference. ttPending signature. *Outlays mandatory. SUPPORTING TABLES-Continued Table No. 7.-Items in the fiscal year 1973 budget requiring authorizing legislation prior to enactment of appropriations [In thousands of dollars] Authorization request (title or purpose) Cost estimate, House action Senate action Enacted to date 1973 budget to date to date JUDICIARY: Commission on Bankruptcy Laws (S.J. Res. 190, P.L. 92-251) 426 426 426 426 EXECUTIVE OFFICE OF THE PRESIDENT: Special Action Office for Drug Abuse (S. 2097, P.L. 92-255) 6, 856 171,000 250,000 253,000 FUNDS APPROPRIATED TO THE PRESIDENT: Foreign Assistance (H.R. 16029, S. 3390) 12,293,500 2,131,000 Rejected Office of Economic Opportunity (H.R. 12350) 758,200 1,822,153 2,455,000 $1,756,300 DEPARTMENT OF COMMERCE: Export control (S. 3726) 5, 507 5, 507 5,507 tt5, 507 National Bureau of Standards-Research and technical services: Fire research and safety (H.R. 13034, P.L. 92-317) 4, 928 4, 928 5,000 5,000 Standard reference data (H.R. 13034, P.L. 92-317) 2, 795 2,795 3,000 3,000 F.ammable fabrics (H.R. 5066) 1, 063 4,000 4,000 () National Oceanic and Atmospheric Administration: Research (H.R. S. -) 900 Fishermen's Protective Fund (H.R. 7117) 61 61 61 () Maritime Administration (H.R. 13324) 525,860 555,860 555,860 tt555, 860 DEPARTMENT OF DEFENSE: Procurement (H.R. 15495, S. 3108) 1 23, 666, 367 21, 318, 788 20,821,700 (1) Military construction (H.R. 15641) 1 2, 295, 451 2,575,781 2,539,305 () Civil defense (S. 3772, P.L. 92-360) 29, 100 29,100 29,100 29, 100 DEPARTMENT OF HEALTH, EDUCATION AND WELFARE: Health Services and Mental Health Administration: Maternal and child health (H.R. 9410, P.L. 92-345) 101,330 101,330 101,330 101,330 Family planning-Title V (H.R. 9410, P.L. 92-345) 19,000 19,000 19,000 19,000 Family planning-Title x (S. 3442) 21,500 21,500 ($) Lead based paint (S. 3080) 8, 500 100,000 Disease control (S. 3442) 13,500 90,000 229,300 (+) Office of Education: Higher education (S. 659, P.L. 92-318) 1,449,956 4, 925, 522 4,915,220 4,920,000 Library resources (S. 659, P.L. 92-318) 14,000 Open-end 130,000 75,000 Educational renewal (Follow Through) (H.R. 12350) 177,847 177, 847 100,000 70,000 Higher education facilities loan and insurance fund (S. 659, P.L. 92-318) 3,352 Open-end 200,000 100,000 Social and Rehabilitation Service: Vocational Rehabilitation (H.R. 8395) 744,681 1,008,100 Programs for the aging (H.R. 15657, S. 3391) 109,000 200,450 Training and research (H.R. 15657, S. 3391) 11,000 35,000 Office of Child Development (Head Start) (H.R. 12350) 393,642 1,000,000 500,000 1485, 000 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (S. 3248, H.R. 9688) 755,000 1,231,900 DEPARTMENT OF INTERIOR: Bureau of Reclamation: Colorado River Basin (H.R. 13435, P.L. 92-370) 38,185 38,185 38, 185 38,185 Missouri River Basin (S. 3284, P.L. 92-371) 8,840 8, 840 8,840 8, 840 Office of Saline Water (H.R. 12749, P.L. 92-273) 26,871 26,871 26,871 26, 871 DEPARTMENT OF LABOR: Manpower Administration (S. 3054, P.L. 92-277) 1,686,330 1,686,330 1,686,330 1,686,330 DEPARTMENT OF STATE (H.R. 14734, P.L. 92-352) 588,852 648,354 648,354 648,354 DEPARTMENT OF TRANSPORTATION: Gas Pipeline Safety (H.R. 5065) 1, 000 3, 800 3, 800 +13,800 Coast Guard: Operating expenses (H.R. 13188, P.L. 93-343) 322,570 322,570 322,570 322,570 Acquisition (H.R. 13188, P.L. 93-343) 135,660 141,820 145,880 145,880 Traffic and highway safety (H.R. 15375, S. 3474) 37, 461 37,461 $52,714 High Speed Ground Transportation (S. 979, P.L. 92-348) 60,800 97,000 60,800 97, 000 See footnotes at end of table, page 28. (27) 28 SUPPORTING TABLES-Continued Table No. 7.-Items in the fiscal year 1973 budget requiring authorizing legislation prior to enactment of appropriations-Continued [In thousands of dollars] Authorization request (title or purpose) Cost estimate, House action Senate action Enacted to date 1973 budget to date to date ATOMIC ENERGY COMMISSION (S. 3607, P.L. 92-314) 12,724,850 2,603,475 2, 603, 475 2, 603, 475 ENVIRONMENTAL PROTECTION AGENCY (H.R. 11896, S. 2720) 2,097,000 15,872,000 2 6, 928, 000 (t) NATIONAL AERONAUTICS AND SPACE ADMINISTRATION (H.R. 14070, P.L. 92-304) 3,379,000 3, 428, 950 3, 420, 150 3, 420, 150 OTHER INDEPENDENT AGENCIES: Action: Economic and financial assistance-Peace Corps (H.R. 14734, P.L. 92-352) 1 88, 027 88,027 82,000 88,027 Community planning and development--Vista: Extension (S. 3010, H.R. 12350) 1 53, 000 58,000 $58,000 Expansion (S. 3450) 145,425 Arms Control and Disarmament Agency (H.R. 14734, P.L. 92-352) 10,000 10,000 19,995 10,000 Commission on Civil Rights (H.R. 12652) 4, 646 6, 250 5,500 ($) Commission on International Radio Broadcasting (S. 3645) 138,520 38,520 38,520 tt38, 520 Corporation for Public Broadcasting (S. 3824) 45,000 55,000 55,000 ($) Indian Claims Commission (H.R. 10390, P.L. 92-265) 1, 050 1,500 1,500 1,500 National Science Foundation (H.R. 14108, P.L. 92-372) 1654,418 680,800 727,000 703,900 American Revolution Bicentennial Commission (H.R. 13694, S. 3307) 6,712 +6,712 6, 712 Smithsonian Institution Bicentennial Museum (H.R. 10311, S. 2153) 275 United States Information Agency (H.R. 14734, P.L. 92-352) '200,249 200,249 200,249 200,249 Water Resources Council (H.R. 14106) 531 2,500 2,500 112,500 Total, budget authority 45, 668, 594 62,183,862 51, 360, 154 18, 482, 674 Memorandum Above tabulation excludes the following authorizing legislation because enact- ment provides budget authority without requirement for further appropriation action: Federal-aid highways (contract authority): Biennial authorization bill (S. 3939) Interstate highways (recision) 1 750, 000 (t) Other 1 2, 514, 000 (t) Total 1,764,000 1 Amended. 2 Includes "backdoor" contract authority in H.R. 11896 of $11 billion for FY 1973 (Including Committee action. $6 billion for FY 1974 which is available for obligation in FY 1973), and $7 billion for FY 1975, :Subject to or in conference. which is available for obligation in FY 1974; and in S. 2770 $3 billion for FY 1973, $4 billion for ttPending signature. FY 1974, $5 billion for FY 1975. 3 Bill reported August 18. Sufficient information not available for posting and scorekeep- ing purposes. answerdesk'72 BULLETIN NO. 11 AUGUST 18, 1972 (202) 484-6767 GEORGE MCGOVERN Promises, Promises Even Democrat politicians occasionally happen to hit on the truth in their public utterances. Larry O'Brien, until recently the Chairman of the Democratic National Committee and presently national campaign chairman for George McGovern, managed this feat in his address to the Democratic National Convention in Miami. O'Brien spoke of "excessive political rhetoric" and overpromising. Unfortunately, O'Brien's can- didate has yet to get the message. In Miami, O'Brien said: "We do not promise what we know cannot be delivered by man, God or the Democratic Party." Yet while campaigning in California, McGovern said: "If I were President, it would take me 24 hours and the stroke of a pen to terminate all military operations in Southeast Asia." McGovern Campaign Literature in California Primary In Miami, O'Brien told his party: "There is not a politician or a churchman or a businessman or a magician in this country who can fulfill all those dazzling promises but we have lacked the courage to say this." Yet McGovern claims: "We can raise every citizen above the poverty level without raising the taxes of any family earning under $22,000 a year." Speech Democratic National Committee Convention for the Selection of a Vice Presidential Nominee Washington, D.C. August 8, 1972 Dwight D. Eisenhower Republican Center: 310 First Street Southeast, Washington, D.C. 20003. 56 Answer Desk #11 (2) August 18, 1972 McGovern also says that he would: "...end that sad war the day I took the oath of office -- and I would make sure every American prisoner and soldier came home. " Manchester Union Leader June 2, 1972 In Miami, O'Brien said that the Democrat Party has: " promised something to everyone and then hoped that nobody would keep score. It didn't work, the people can count. They can keep score and they aren't easily fooled. "We have short-changed them in terms of specific accomplishments, jobs, houses, schools, safe streets and have lost most of their trust along the way. Now we must stop kidding the American people. We must tell them the truth." Yet McGovern has unabashedly proclaimed: " we will assure every worker that there will be work to do -- and that prices will not soar while wages fall. Whatever it takes, this country will return to full employment." Speech, Democratic National Committee Convention for the Selection of a Vice Presidential Nominee Washington, D.C. August 8, 1972 And in January, McGovern said: "In a McGovern Administration, there will be no trade deficit." Press Release January 27, 1972 Larry O'Brien, for once, has hit a responsive chord with most Americans. The average taxpayer is tired of overpromising and underproducing. Now if someone would just tell George McGovern 57 Answer Desk #11 (3) August 18, 1972 WOMEN McGovern "Prejudice against women is the last socially accepted bigotry." McGovern Campaign Literature San Francisco, California While McGovern enjoys speaking of women's rights, a close examina- tion of his campaign and Senate staffs, as well as of remarks by his campaign leadership reveals the superficiality of McGovern's rhetoric. In a recent interview with the Washington Post (August 7, 1972), Gary Hart, McGovern's campaign manager, said: " they (women) don't have the political experience or the ability to organize. We are looking for people, but do you lower your standards in the midst of brain surgery to try and equalize social ills?" Jeff Gralnick, who was until recently McGovern's press secretary, says of the campaign staff: "I was bone-tired of fighting with staff members and the candidate, alleged spear carriers of the women's libera- tion banner, about whether or not it was 'professional' to travel with my wife, a journalist herself, a political reporter and expert, and a person who was volunteering herself to the bone-crushing regimen of McGovern's travel schedule. She went, but always with heat, because somehow it just wasn't 'proper' to have a woman along." Village Voice April 25, 1972 58 Answer Desk #11 (4) August 18, 1972 McGovern has said: "Women are going to be treated like men at all levels of the campaign from the top of the campaign to the lowliest position." United Press International August 9, 1972 Yet even the quickest glance at McGovern's allocation of staff positions (and the salaries that go with them) among his Senate and campaign staffs reveals that McGovern is talking a lot while delivering a little. in 1970, only three of eleven McGovern Senate staff members earning over $10,000 yearly were women, even though women comprised 50% of the staff during the first half of 1971, women held 55% of the McGovern Senate staff positions, while receiving only 40% of the staff payroll, and of the five top staff positions, only one was held by a woman during the second half of 1971, the Report of the Secretary of the Senate reveals that women comprised 50% of the McGovern staff, while earning only 44% of the total salary; examination of job classifications shows that in nearly every case where men and women held the same type of job, men were paid at a higher rate (in one case nearly twice as much) than the women; once again, only one of the five top staff positions was held by a woman according to a June 10, 1972, report filed with the General Accounting Office by the McGovern for President Committee, only 37% of the staff are women and they receive only 26% of the payroll; only one woman (Anne Wexler) is in a strategy- making position and her salary is well below that of the top echelon of male staffers (Mankiewicz, Hart and Stearns); this report also revealed that there are no women in the finance operation or brain trust a look at the McGovern Commission on Party Reform shows only three women among its 28 members (this is reform?) And surely the women's caucus at the Democratic National Convention must have been disappointed when McGovern, after pledging his "full and unequiv- ocal support" of the South Carolina challenge (calling for a greater pro- portion of women among the delegation), backed down on his pledge. McGovern later said that the challenge "was not a risk worth taking." ("A Con- versation with the McGoverns," PBS-TV, July 26, 1972) 59 Answer Desk #11 (5) August 18, 1972 The Nixon Administration's Accomplishments A comparison of the empty McGovern rhetoric with the solid accomplishments of the Nixon Administration only highlights McGovern's record of broken promises. The degree of progress made by the Nixon Administration is perhaps best measured by the following comparison of Presidential appointments at grade level GS-16 and above: President Nixon 105 women in 3 years and 3 months President Johnson 27 women in 6 years and 2 months President Kennedy 18 women in 2 years and 10 months Add to this record the following list of firsts achieved by the President, and the McGovern record is revealed for what it is a meaningless exercise in rhetoric steeped in unfulfilled commitments. Under the Nixon Administration: at the policy-making level, more than half of the women appointees hold positions previously held only by men for the first time in history, two women are chairing regulatory agencies at the same time the first five women have been nominated to the rank of General in the Armed Forces the first woman has been nominated to the rank of Rear Admiral in the Navy and there are a number of firsts at the mid-level, including the first women sky marshals, secret service agents, air traffic controllers and narcotics agents 60 THE WHITE HOUSE WASHINGTON August 17, 1972 MEMORANDUM FOR: ADMINISTRATION SPOKESMEN FROM: PATRICK E. O'DONNELL Kidder, Peabody & Co. recently published an article, excerpts of which are attached, reflecting their thoughts on the McGovern candidacy. They made some very interesting points which you might find helpful in upcoming speeches and public appearances. Additionally, you will probably want to utilize the other two selections we are attaching entitled "McGovern--Spokesman for the Enemy" and "Senator Eagleton's Vice Presidential Demise -- - - as told by Senator McGovern. Attachments MCGOVERN AND THE STOCK MARKET In th 1972 economic letter, Kidder, Peabody & Company sets forth the following "Economic Perspectives" on the relation- ship between George McGovern and trends in the Stock Market. The following are excerpts from the Kidder, Peabody letter: "The stock market has been in a funk ever since George McGovern emerged as the leading candidate for the Democratic presidential nomination in late May. Its mood was not improved by this week's events at Miami Beach, which saw the Democratic Party convention taken over by a new crowd of poli- tical operatives. The market's reaction is partly attributable to the 'soak-the-rich' tax ideas espoused by Senator Mc- Govern during the primary campaign. His radical welfare-reform program has been no less dis- turbing. His proposals for a $32 billion cut in de- - fense outlays and a unilateral withdrawal from Viet- nam have also been upsetting to many people the takeover by a candidate and his followers who espouse the most radical program in recent history is naturally a matter of deep concern to the nation's investors. And the single-minded determination shown by Mr. McGovern's youthful cohorts at Miami has re- minded some Wall Streeters of the activities of the Red Guards during Chairman Mao's Cultural Revolution. Despite their claim to represent 'the people' in a 'pop- ulist' cause, the McGovern forces primarily represent a relatively privileged class -- the highly educated work- ers. A survey by the Washington Post showed that about 45% of the McGovern convention delegates had at least some postgraduate university education, whereas less than 4% of all Americans have comparable training. If, as we expect, the opinion polls continue to show Senator McGovern lagging well behind President Nixon, we believe that the fears raised by his candidacy will fade away while increased attention will be paid to the prospects for a prolonged economic upswing. " MCGOVERN -- SPOKESMAN FOR THE ENEMY "Senator McGovern seems to be more willing to place his trust with the statements of the Communist cut-throats and brigands than with the American and allied officials who have exhibited their integrity and their dedication to peace. " (San Diego Union, 9/16/71) McGovern "The South Dakota Senator said six hours of private talks with chief Hanoi negotiator Xuan Thuy convinced him the Nixon ad- ministration had misinterpreted this key element of the Communist proposals. 11 ( AP, 9/14/71) Comment "In other words, McGovern and our enemies see eye to eye and are united in pushing the same propaganda positions. The U.S. must pull out on Hanoi's terms, and President Nixon, of all people, is res- ponsible for the continuing plight of our men taken as prisoners. " (Seattle Post Intelligencer, 9/15/71) McGovern "I don't accept the American interpretation My position is that we have to disengage and leave the future to the Vietnamese. " (The Evening Star, 9/13/71) Comment "McGovern is seeking to capitalize on the U.S. involvement in Viet- nam As long as one American is held captive, we in the Veter- and of Foreign Wars shall insist that there are other Americans there fighting for his freedom. " (Joseph L. Vicites, Command- er-in-Chief, Veterans of Foreign Wars, 9/20/71) -2- McGovern "My meeting with the veteran Hanoi official was informative and gave me a very detailed and candid appraisal of why the con- ference is stalemated. 11 (UPI, 9/11/71) "It is not my view that Vietnamization is proceeding success- fully. 11 ( The Evening Star, 9/13/71) Comment "Traveling politicians -- especially if they are potential presiden- tial candidates -- are inclined to be highly selective in their fact- finding. South Dakota's Senator McGovern is no exception. Mc- Govern was strongly impressed by what he was told by members of the North Vietnamese delegation at the Vietnam peace talks in Paris. He was predictably unimpressed by what he heard from American Ambassador Ellsworth Bunker in Saigon. " ( The Even- ing Star, 9/14/71) McGovern 11 he wound up doing another big favor for Hanoi. The favor consisted of calling a press conference -- widely covered by the press and television, as usual -- to urge acceptance of the enemy's terms for ending the war and releasing our prisoners. " (Seattle Post Intelligencer, 9/15/71) Comment "The Senator's behavior is irresponsible and self-serving. It could well serve to prolong the quest for peace rather than shorten it. " ( San Diego Union, 9/16/71) McGovern " in a very real way President Nixon holds the key to the jail cells of Hanoi. I have no doubts about the Communists' sin- cerity. " (Washington Post, 9/13/71) -3- Comment 11 We simply deplore the blindness and irresponsibility which can turn a U.S. senator into a willing tool of the communist foe, performing services which in a declared war would be nothing less than treason. " (Seattle Post Intelligencer, 9/15/71) McGovern " after having talked with Vietnamese Communist officials, the Senator told a news conference that the United States should test the offer of the Vietnamese Communists to free American prison- ers of war if Mr. Nixon sets a date for total withdrawal of United States forces from Vietnam. " (New York Times, 9/13/71) Comment "McGovern met with enemy representatives in an attempt to grab headlines ... McGovern and others in Washington should do what they can to end the war in Southeast Asia but they also have a mo- ral obligation to the American people not to use the agony of our nation as a means of getting themselves elected president." (Joseph L. Vicites, Commander-in-Chief, Veterans of Foreign Wars, 9/20/71) **** "President Nixon's plan for Vietnamization and withdrawal of American forces, when President Thieu assumes responsibility for the defense of South Vietnam, still appears to be America's best hope. 11 (Salt Lake Tribune, 9/27/71) SENATOR EAGLETON'S VICE PRESIDENTIAL DEMISE -- AS TOLD BY SENATOR MCGOVERN "I assume that everyone here is impressed with my control of this convention in that my choice for Vice President was challeng- ed by only 39 other nominees. But I think we learned from watching the Republicans four years ago as they selected their vice-presi- dential nominee that it pays to take a little more time. 11 Acceptance Speech July 14, 1972 "I wouldn't have hesitated one minute if I had known everything that Senator Eagleton said here today. I know enough about American history to know that some of our most honored Pres- idents have survived illnesses far more serious than anything Senator Eagleton has touched on here today. 11 Washington Post July 26, 1972 "I think that Tom Eagleton is fully qualified in mind, body and spirit to be the Vice President of the United States and if neces- sary, to take over the presidency on a moment's notice. " Washington Post July 26, 1972 "I know fully the whole case history of his illness. I know what his performance has been in the United States Senate over the past four years. I don't have the slightest doubt about the wis- dom of my judgment in selecting him as my running mate, nor would I have any hesitance at all in entrusting the United States government to his hands. " New York Times July 26, 1972 -2- "If I had known every detail that he discussed this morning, he would still have been my choice for Vice President." New York Times July 26, 1972 In response to questions about whether he has made "an irrevoc- able decision" to keep Mr. Eagleton on the ticket, Mr. McGovern replied, "Absolutely. " Interview/Harry Reasoner New York Times, July 26, 1972 I will do "everything I can do to discourage any move" on Eagle- ton's part to leave the ticket. Evening Star & Daily News July 26, 1972 "I don't want him to leave the ticket. I think we're going to win the election. I think he's going to be a great Vice President." New York Times July 26, 1972 "I am 1000 percent for Tom Eagleton and have no intention of drop- ping him from the ticket. (July 25 statement) Newsweek August 7, 1972 McGovern said he didn't know yet whether Eagleton would be a "plus or a minus" to the Democratic campaign. Washington Post July 30, 1972 -3- Speaking to an AP reporter: "Let's wait and see what the re- action is, other people have to make their judgments." Chicago Tribune July 27, 1972 I "wouldn't even consider him (Eagleton) leaving the ticket. 11 Evening Star & Daily News July 27, 1972 "I have made my support for Senator Eagleton clear and I want no further comment on the matter by anyone connected with the campaign other than Senator Eagleton or myself." Washington Post July 28, 1972 "We have had some heart-rending days. I do not know how it will all come out, but I do know that it gets darkest just before the stars come out. I ask for your prayers and patience for Sen- ator Eagleton and me while we deliberate on the proper course ahead. (July 28 statement) Time August 7, 1972 "On Friday afternoon he (McGovern) telephoned Jules Witcover of the Los Angeles Times at the Hi-Ho Motel in Custer. Mc- Govern invited Witcover to his cabin for an hour-and-a-half in- terview. Witcover's lengthy piece conveyed McGovern's message: public reaction to the disclosure of Eagleton's past health prob- lems has been so negative that Eagleton must withdraw -- volun- tarily. " (July 28) Time August 7, 1972 -4- "McGovern appeared unexpectedly last night at the Sylvan Lake Lodge public dining room and told several newsmen there that, 'to a great extent, 1 whether Eagleton remains as the Democratic vice presidential nominee is up to Eagleton McGovern's com- ments as he table-hopped around the Sylvan Lake Lodge dining room last night seemed to leave little doubt that he would accept Eagleton's resignation from the ticket if offered. 11 Evening Star & Daily News July 29, 1972 "A poll might show that 99 percent supported Eagleton, but that 1 percent who oppose him could still lose the election for the Democrats in a close race. I'm not going to do anything until I talk to Eagleton. " Washington Post July 29, 1972 "Senator Eagleton and I had a lengthy conversation this morning. I assured him I am still backing him as vice presidential nominee of the party. I have advised Senator Eagleton that I have been un- der intense pressure all week that he withdraw from the ticket, but I have insisted, and still insist, on a proper period of evalua- tion by both of us of this difficult question." Washington Post July 30, 1972 "The question is to evaluate at a time when the country's uptight and anxious, uncertain, how much more strain you can put in the system. I don't know. " New York Times July 31, 1972 "I am fully satisfied that his health is excellent. We have jointly agreed that the best course is for Senator Eagleton to step aside. " UPI July 31, 1972 No. 17-72 AUGUST 14, 1972 MEM COPE and the COPE Political Contributions Committee are independent COMMITTEE ON POLITICAL EDUCATION, AFL-CIO political committees, created by the AFL-CIO. These Committees do not ask for or accept authorization from any candidate and no candidate is 815 16TH STREET, N.W., WASHINGTON, D. C. 20006 responsible for their activities. A copy of the report of the AFL-CIO COPE Political Contributions Committee filed with the appropriate supervisory officer is (or will be) available for purchase from the Superintendent of Documents, United States Government Printing Office, Washington, D.C. 20402. GEORGE MEANY, Chairman LANE KIRKLAND, Secretary-Treasurer ALEXANDER E. BARKAN, National Director The hand on the lever it's influenced by many different factors. 'Typical' Voter? No Such Animal The "typical" or "average" American voter is 27 percent would be 25-39 years old already getting a lot of attention from politicians and 40 percent would be 40-65 years old press this year. Commentators are telling us who he 14 percent would be over 65 or she is, what he or she does, how much he or she By religious affiliation, about 40 percent would earns etc. But what they don't tell us about the be Protestant, 25 percent Catholic, three per- "typical" or "average" voter is this: He/she doesn't cent Jewish, two percent Eastern Orthodox- exist. -the rest of other faiths or unaffiliated. Every voter is a bundle of different things in one, shaped by different experience, influenced by dif- In other categories-financial, educational, ethnic, ferent factors. An attempt to construct a "typical" geographical-the voter again is so spread around voter would result in a mutant creature something that a "typical" one would be impossible to define. like the following, based on U.S. Census Bureau Figures do, however, lead to certain generalities figures: about the American voting population. This issue of 52 percent female, 48 percent male the Memo pulls together those generalities to provide 89 percent white, 11 percent non-white a picture, if not of the "typical" voter, then of the Nearly 75 percent urban, 25 percent rural general electorate. Most statistics are from the Census 19 percent of him/her would be 18-24 years old Bureau. Women, Blacks, Youth Back Labor's Friends Registration Rises With Education, Income GENTLEMEN, THE LADIES ARE COMING NIXON HUMPHREY WALLACE Under (Continued from Page 2) WE'RE GETTING SMARTER AND THEY'VE GOT YOU SURROUNDED 30 years 38% 47% 15% is $10,670, for blacks $6,440, about 35½ percent less. In 1950, the average number of years schooling About four presidential elections back, almost un- 30-49 years 41% 44% 15% Ten percent of all families, 5.4 million of them repre- for voting-age citizens was nine. Today, it is 12. We noticed at the time, the potential number of female 50 and up 47% 41% 12% senting about 26 million persons, are below the poverty are a better educated electorate. The median number voters for the first time surpassed the potential number WE ARE AN URBAN ELECTORATE level of $4,137. Blacks, who are 11 percent of the of school years for all persons over 25 is 10.3 years of male voters. Today's figures: total population, comprise 29 percent of the population for males, 10.9 for females, 10.9 for all whites, 8.2 Total electorate-135 million (approx.) 73.5 percent of the electorate lives in cities, sub- below the poverty line. Percentage of families at differ- for all non-whites. Following are the percentages of Female-70 million urbs or other urban clusters, up four percent since ent annual income levels: the potential electorate by years of school completed: Male-65 million 1960. And increasingly, blacks occupy major urban areas. While 77 percent of all blacks lived in the Below $3,000 8.3% 0-4 years elementary 5% Percentage-52% female, 48% male south 30 years ago, only 53 percent now do, with the $3-$5,000 10.2% 5-7 years 9% In general, women voters support labor's endorsed major flow being in the midwest where 20 percent of $5-$7,000 11.2% 8 years 13% candidates by higher percentages than male voters. In American blacks live, and the northeast, 19 percent. $7-$10,000 18.5% 1-3 years high school 17% 1968: $10-$12,000 12.5% 4 years high school 34% NIXON HUMPHREY WALLACE WE HAVE A FEW RICH, A LOT OF $12-$15,000 14.4% 1-3 years college 11% Women 43% 45% 12% POOR, AND MOST IN BETWEEN $15-$25,000 19.7% 4 years college 7% Men 43% 41% 16% The median income is now $10,285. For whites, it $25-$50,000 4.7% More than 4 years college 4% (Continued on Page 3) $50,000 and up 0.6% (320,000 families out of 54 million total) WHO'S REGISTERED-WHO ISN'T WE ARE AN OVERWHELMINGLY AND WHAT THEY REGISTER AS WHITE ELECTORATE The huge mass of the potential electorate, 65 per- cent of it, comes from families earning less than Total electorate-135 million (approx.) Accurate figures on registration by income, educa- $10,000, and in terms of support of labor's endorsed White voters-120 million, 89% tion and age groupings are hard to come by, and candidates, this is where the votes are. Roughly 45 All non-whites-15 million, 11% what figures are available may be open to question. percent of those in the $3-$10,000 annual income Black voters-13 million-plus However, figures from different Gallup Polls of the range classified themselves as Democrats, while about past two years show: In general, black voters go strong for labor-endorsed 26-29 percent considered themselves Republican in % % candidates. In 1968: a Gallup poll of a year ago. There may have been Reg- Unreg- NIXON HUMPHREY WALLACE changes, though perhaps not substantial ones. Annual Income istered istered GOP Dem. Ind. White voters 47% 38% 15% Under $3,000 73 27 28 55 17 UNION MEMBERS COMPRISE A Black voters 12% 85% 3% MINORITY OF THE ELECTORATE $3-$5,000 73 27 26 44 30 In other elections, too, blacks overwhelmingly back $5-$7,000 68 32 26 45 29 labor positions. In two labor campaigns against so- Union members make up approximately 14 percent $7-$10,000 74 26 29 45 26 called "right to work" proposals in Oklahoma, black of the potential electorate. If you double that figure to ELEC $10-$15,000 78 22 31 42 27 precincts came in 90 percent and higher for labor's allow for one voting-age family member of each union member, it remains a minority at 28 percent. Follow- $15,000 and up 81 19 38 40 22 stand against the open shop. ing is a breakdown of the electorate by occupation Except for the slippage in the $5-$7,000 range, the (union membership not accounted for): THERE'S A LOT OF NEW YOUNG VOTERS, figures show registration increases as income increases. BUT MOST OF US ARE STILL FAT AND 40 4 White collar (business, Registration also goes up according to years of edu- professional, etc.) 48% cation, and party preference differs at different edu- We are an increasingly young electorate. With the Blue collar 36% cational levels. new law permitting 18-year-olds to vote, the age break- Service workers 111/2% % % down of the potential vote is: Farm 41/2% Reg- Unreg- 18-20 years 8% Education Level istered istered GOP Dem. Ind. 21-24 years 11% A Gallup Poll of a year ago showed party prefer- Grade school grad. 72 28 26 50 24 25-39 years 27% ence of different occupational groups at the time. The categories, please note, are slightly different from Cen- High school grad. 75 25 27 46 27 40-65 years 40% 14% sus Bureau categories used above. College grad. 76 24 38 38 24 Over 65 years Thus, 46 percent of the electorate is under 40, 54 Occupation GOP Dem. Ind. By age groups, a July 1972 Gallup Poll showed 70 percent 40 and over, and only 19 percent in the 18-24 Blue collar 23 49 28 percent of voters over 30 years old registered, with age range. The figures show young voters-like women White collar 30 43 27 54 percent of all those under 30 registered, and so far. and blacks-also back labor's candidates in better There are 11 million potential voters in the 18- Business, professional 37 38 25 only 50 percent of the 18-24 age group registered. In percentages than older voters. In 1968: 20 age range, but 54 percent are still over 40. Farmers 45 39 16 (Continued on Page 4) 2 3 There Are the Statistics-You Figure 'em Out (Continued from Page 3) from, college are registered, to 41 percent of the non- the total under-30 group, 67 percent of those in, or college group. graduated from, college are registered, while only 47 The "Memo" has presented here a batch of statistics percent of the non-college group are registered. In showing how impossible it would be to imagine an the 18-24 group, 66 percent of those in, or graduated "average" voter. Give it a try. You figure 'em out. Oklahoma, Montana, South Dakota- Bad Scenes for 'Right-to-Workers' It was fitting that it happened in Oklahoma. where, as an interesting contrast in the neighbor- Twice in recent years, the National Right to Work states of Montana and North Dakota suggests. Committee has pushed its Oklahoma state chapter In North Dakota, drafters of a new constitution into a drive for a statewide open shop law. Twice, included an open shop section among other sections Oklahomans have rejected it. that favored corporate, over worker, interests. The Now, a U.S. District Court in Tulsa has ruled constitution was opposed by the State AFL-CIO which against a NRTWC-inspired suit to throw out union waged a vigorous campaign against it. Voters defeated security provisions in an Auto Workers-McDonnell it by nearly 2-1 in April. Douglas aircraft contract. Six weeks later, in Montana, with the enthusiastic Specifically, the decision upholds a system of re- support and all-out effort of the State AFL-CIO, bating agency shop fees of workers who object to voters narrowly approved a new constitution which economic, social and political programs of the union. did not include an open shop provision. Under the system spelled out in the contract and in The state federation had endorsed 56 of the con- UAW internal procedures, any employe who does not stitutional convention's 100 delegates. They and other pay union dues must pay agency shop fees as a con- delegates declined to include RTW in drafting a new dition of retaining employment. If the employe objects constitution. The one they did draft won an over- to use of a portion of his fees for social, economic whelming vote of endorsement at a special convention or political programs with which he disagrees, he can of the Montana State AFL-CIO and a subsequent inform the union of his objection and receive a re- bate. The court found this a "reasonable" system. all-out education and get-out-the-vote campaign in its behalf among union members. The decision, added to two consecutive strike-outs for the Right to Work Committee at the polls means The efforts of the State AFL-CIO helped produce the open-shoppers are batting 0-for-3 in Oklahoma. a 3,000-vote margin out of 230,000 votes cast for a Add several recent failures to get RTW through the constitution-without an open shop provision-de- state legislature, and the batting average is even more scribed by State AFL-CIO Executive Secretary James embarrassing for the right-to-workers. Murry as one which provides "the tools to develop Meanwhile, "right-to-work" isn't doing so well else- truly effective government in Montana." COPE Memo is published every two weeks by the Committee on Political Education, 815 - 16th St., N.W., Washington, D. C. 20006. Subscription price $1.00 per year. INTERNATIONAL LABOR PRESS AFL-CIO CLC ASSOCIATION ORDER BLANK FOR "POLITICAL MEMO FROM COPE" Enclosed is $ . Please send subscriptions at $1 a year (25 cents each a year for 10 or more subscriptions mailed to one address) of the "POLITICAL MEMO FROM COPE" to: Name Address City State Zip Signed Union New ? Renewal? Mail to: COMMITTEE ON POLITICAL EDUCATION 815 16th St., N.W., Washington, D. C. 20006 2132 Rayburn Building FOR RELEASE PM's AC 202 225 3876 August 21, 1972 Monday YOUR CONGRESSMAN REPORTS FROM WASHINGTON By Frank T. Bow, M. C. Washington This year may go down in history as the year in which more misinformation and outright foolishness was uttered about the tax structure of the United States than ever before. If one were to take all of the remarks of all of the politicians who have been preaching tax reform and put them together, no revenue agent or economist could recognize the tax structure that would result. It would bear no resemblance to the system that is actually in force. Among the most outrageously misleading statements is the frequently repeated charge that American corporations pay little or no taxes. The fact is they pay taxes heavily and the rates are rising rapidly. In fiscal 1971 the corporations paid $26.8 billion in federal income taxes. The following year, just ended, they paid $30.1 billion. In the current year, when the full effect of the 1969 increases in corporation taxes is being felt, the amount will rise to an estimated $35.7 billion. The increase can be attributed in part to increased business activity, but the major increase, about $5 billion, is a result of the 1969 Tax Reform Act. It is amazing to me that Senators and Congress who voted for that act, cutting individual income taxes as much as 70 percent in lower brackets and increasing corporation taxes by over $5 billion, can now assail the system. Those who have never served in Congress may be excused for ignorance but they may not be excused for failure to check out easily uncovered facts. In addition to the federal income tax burden, the corporations count for a large share of the $16 billion in excise taxes the federal govern- ment will collect, and more than half of $55 billion in employment taxes. And beyond this, of course, there are other billions paid by corporations to state and local governments. In hundreds of counties in this country a corporation, perhaps the railroad or electric company, is the largest single property tax payer. If ever there were a goose that lays golden eggs, the American corporation is it. Voters will do well to be wary of those who want to skin and eat the goose. -- 30 From the office of Earl F. Landgrebe 1238 Longworth Building House of Representatives Washington, D.C. 20515 For more information, call: (202) 225-5777 For release: Immediate WASHINGTON,D. C. - Congressman Earl F. Landgrebe has announced that Secretary of the Interior Rogers Morton will be the keynote speaker at the dedication of the Indiana Dunes National Lakeshore Park. The dedication is scheduled for Friday, September 8 at the northern Indiana Park, Landgrebe said. Morton was appointed Secretary of the Interior by President Nixon in November, 1970. Prior to that, the Secretary served as a member of Congress in the 88th through 92nd Congresses, as a Representative from Maryland. During his Congressional tenure, Secretary Morton has served on the Committee on Interior and Insular Affairs, the Committee on Merchant Marine and Fisheries, the Committee on Ways and Means and the Select Committee on Small Business. The 57 year old former executive of Pillsbury Company is also a member of the Public Land Law Review Commission. Congressman Landgrebe will introduce Secretary Morton at the dedication. 8/21/72 FROM THE OFFICE OF WEEKLY COLUMN NO. 466 CONGRESSMAN FRANK HORTON Week of August 20, 1972 FEDERAL ACTION ON FLOOD RELIEF by Congressman Frank Horton The water is gone but the mildew and destruction remain. It is difficult to visualize the individual human tragedies which lie behind the 118 dead, the 115,000 homes damaged, and the 6,000 businesses hurt by the flood waters of Tropical Storm Agnes. But that does not make the flood toll any less real for those involved. Years of self-denial and saving exchanged for future security will again become the pattern of thousands of lives. In the meantime, the victims will need help and much of that assistance must come from the Federal government. Already the Office of Emergency Preparedness, Department of Housing and Urban Development, National Guard,Corps of Engineers, Farmers Home Administration, and Small Business Administration have done a tremendous job in the initial clean-up effort. More than 200,000 people in emergency shelters have been moved to less temporary quarters, five million cubic yards of debris collected, and, in New York along, the SBA has approved 7,329 loans totalling $35.6 million - for damaged homes and businesses. But there are still battered roads, acres of ruined farm lands, devastated public facilities, impoverished families, and economically-broken businesses which must be dealt with immediately. Both the House and Senate pushed through legislation in July to provide disaster assistance to flood victims. A House-Senate Confer- ence Committee submitted a compromise measure to Congress which was quickly approved by both branches and signed into law by President Nixon. The "Tropical Storm Agnes Bill" liberalizes loan terms for those who have suffered devastation from natural catastrophes since January 1, 1971. Under previous laws, small businesses within disaster areas were eligible for long-term, low interest loans including a "forgiveness feature" not to exceed $2,500 with the remaining balance carrying an interest rate of five and one-eigth percent. This formula applies to calendar year 1971. But for the period January 1, 1972 through July 1 1973, the forgiveness feature is raised to $5,000 with the remaining balance charged at an interest rate of one percent. Prior to passage of this bill, farmers who suffered devastating MORE CONGRESSMAN FRANK HORTON -2- WEEKLY COLUMN NO. 466 crop losses could get a loan on next year's crop but it would be pay- able after one year in most cases, and deferred for two or three years in only the most extreme cases of hardship. This was hardly fair. The law now treats ruined crops as it does stock lost off the shelves of small businesses, providing long-term, low interest loans for present crop damage, emergency re-financing of existing indebted- ness, and other assistance. Homeowners burdened with a mortgage on a destroyed house will now be able to finance a new house by obtaining a loan at one-percent. Their original mortgage can also be paid off at the lower rate as long as the total monthly payment is not below its former level. In special hardship cases of retired or disabled persons, the SBA admin- istrator could suspend both interest and principle payments on homes during the lifetime of the owner. Educational institutions damaged by the flood waters will bene- fit from the bill as well. A special provision was written into the law that allows private, non-profit schools to receive Federal disas- ter relief grants comparable to those being given the public schools hit by Agnes. Parochial and other private, non-profit schools faced weeks of uncertainty and delay in the aftermath of Agnes because they are normally not eligible for Federal disaster relief grants. The new law will help these schools damaged by Agnes, but it will not guarantee them immediate Federal aid should another natural disaster occur. Thus, I am preparing legislation that will give the President permanent statutory authority to grant Federal assistance to all pub- lic and private, non-profit schools in any future Presidentially- declared disaster area. Much of the flood damage occurred in areas like the Appalachian region, already burdened by unemployment and economic problems. That is why the extra measure of assistance which Congress has extended to victims of Agnes is absolutely essential if these areas are to be able to participate in the economic recovery that the rest of the nation is beginning to enjoy. ###### Congressman ELWOOD H. "BUD" HILLIS MEMBER OF CONGRESS Reports UNITED STATES OF AMERICA from Washington (NOT PRINTED AT GOVERNMENT EXPENSE) NEWSLETTER For the week of August 25, 1972 RURAL DEVELOPMENT BILL PASSES HOUSE Washington, D. C. -- The United States House of Representatives has approved a compromise version of legislation which holds great promise for rural America the Rural Development Act of 1972. The legislation is designed to improve the economy and living conditions of rural America. Under the bill, cities with a population of 10,000 or less will be eligible for loans and grants for water supply projects, sewer and sewer treatment plant construction, fire-fighting and rescue equipment, and development of industrial parks. The thrust is to make rural communities more attractive for industry and for living. The legislation provides low-cost loans to new or expanding businesses in non-metropolitan areas. These loans will be guaranteed through a Rural Development Insurance Fund. The Act also provides direct benefits for farmers. The Department of Agriculture may enter into 10-year agreements with individual farmers to share the cost of soil and water conservation projects and projects intended to prevent agricultural pollution. The Rural Development Act of 1972 will not give rise to a new bureaucracy. The loans and grants will be administered by the existing Farmers Home Administration. The Agricultural Extension Service, land grant colleges and county agents will provide the guidance needed by rural communities to attract new industry. QUOTE OF THE WEEK "Unemployment has been a stubborn beast, and we still haven't got it down to where we want it. But some things are evident. One is that the economy is on a strong upsurge -- a really surging second quarter. And another is that it is 60 strong that in the last year alone the job market has (more) NEWSLETTER For the Week of August 25, 1972 absorbed a staggering 2.7 million people--many of them returning veterans, many of them young people and women. While we can't be complacent about it, we do expect a further reduction in unemployment, even though there will be some month-to-month variation. There's no doubt we're now on the down side of the curve." Secretary of Labor, James Hodgson ****** AND THE BENEFITS ARE BETTER-- U. S. workers are richer than they think. The wages they are paid for time spent working now represent only three-fourths of what they actually get. The "fringe" benefits have grown to a healthy 25 percent of income. These benefits average $50 per week per employee, double the 1961 total. While wages and salaries went up 64 percent over the past decade, these benefits jumped 103 percent. Employers will pay $180 billion this year for such items as old age, survivors, disability and health insurance. Private pension fund payments are up 90 percent. The list of fringes includes life, sickness, accident, hospitalization insurance, holidays, profit sharing plans, workmen's compensation, employee meals, and discounts on goods and services. ***** WHY THE DIKES WERE NOT BOMBED Newsweek magazine reports that an Air Force report to the Joint Chiefs of Staff stressed that North Vietnam's dike system should not be bombed. According to Newsweek, the reasons given were: The bombing would require enormous effort and produce limited military results. To achieve flooding, thousands of sorties would have to be flown at the height of the monsoon rains to cut the six major dams and thousands of dikes in the Red River system. The military result, apart from flood damage, would be simply to divert Hanoi's work force from other tasks to dike repair. ***** WRITE CONGRESSMAN HILLIS 1510 LONGWORTH BUILDING WASHINGTON, D. C. 20515 News from Stewart B. McKinney. Serving Connecticut's 4th District. Vol. 2, No. 6 August, 1972 Dear Friend, In a recent editorial commentary on the political machinations of the 92nd Congress, The New York Times bemoaned the fact that the House of Representatives had failed to pass the Emergency Community Facilities and Public Investment Act of 1972, a piece of legislation The Times Editorial Board characterized as "sensible." This bill, hereinafter referred to as "the sewer bill", has what might be considered a remarkable history and depending on who you talked to, unbelievable potential. For the past 19 months, I've been a member of the House Banking and Currency Committee. In all that time, I've never seen a bill move so fast. First, it appeared, somewhat miraculously, with little advance warning, and in one day, the Committee completed hearings (only four witnesses were heard but the majority members of the Committee felt that was all that was necessary) and before the sun set, it had been "marked up" (put in final legislative form, ready for full House action). It promised, by way of a $5 billion appropriation, to stop water pollution, through the construction of sewers, and halt unemployment, in the same manner. It came to the House floor with a skimpy majority report but what it lacked in substance was made up for with a voluminous addendum: pages upon pages of data "confirming" the need for such an expenditure. In essence, the data indicated there was a nationwide backlog in sewer construction amounting to $12.9 billion. It seemed too good to be true; so good, in fact, that I felt it worthy of more than just a normal review. I found that a few of my colleagues shared my skepticism, so we set to work. We revealed the results of our investigation the day the bill came up for debate on the floor. The $12.9 backlog, we found, was not that at all but simply a tabulation of ALL sewer construction applications made to the Department of Housing and Urban Development since 1968. Of that $12.9 billion, $1.8 billion was referred to other agencies; $1.6 billion was withdraw voluntarily by the applicants; $4.7 billion in applications had been rejected by HUD since they did not meet water quality eligibility standards; and $2.7 billion had already been funded Simple subtraction brings the alleged $12.9 "backlog" down to $1.1 billion, a far cry, inde from the $5 billion "desperately" needed funds in the bill. Following along, we reminded the members of the House that earlier this year, we had appr a four-year, $24.6 billion anti-water pollution program and a $5 billion Revenue Sharing measure which had as one of its main tenets, sewer construction. Duplication of effort b described what the sewer bill proposed to do. As for the unemployment question, we pointed out that the normal time lag in sewer cons tion is 8 to 18 months and therefore, this would have little effect on the current problem Further, an unemployed aircraft assembly line worker could hardly be expected to become an experienced, journeyman sewer builder overnight. It would certainly be nice and I'd like to tell you that as a Member of the House of Representatives, I cured water pollution and solved the unemployment problem in one fell SW From the debate on the floor, I can tell you there were those who were ready to do just But I think you can see, as I did, that the "sewer bill" was not the answer. Fortunately, common sense prevailed and the sewer bill failed by a recorded teller vote, 189-206. In 1968, then State Representative, now Senator Lowell P. Weicker (R-Conn.) verbalized what was to become the cornerstone of my term as Minority Leader of the State House of Representa- tives when he said that the "taxpayers' money is a trust, not a campaign fund." May it be thus. "Sensible"? I think not. (over) A RAID And speaking of raids on the Federal Treasury, the recently passed Health, Education, Welfare and Labor Appropriation is more than worthy of mention. Perhaps, by the time you read this, the President will have vetoed the bill and if he has, it will have been an act of mercy on behalf of the American taxpayer. For my part, I have already voted "no" and I will vote "yes" to sustain a veto. Does this mean I'm opposed to the services provided under the auspices of Health, Education, Welfare and Labor? Absolutely not. I do believe, however - and this should be fairly obvious to anyone - that there has to be a limit to what one can spend. This appropriation measure, in my mind, can best be labeled the "magic money" bill. There's dollars for almost everything but little thought is being given to where the money is coming from. The answer is a simple one: your pocket. I happen to think you, as a taxpayer, have a generous record of giving, but I'm inclined to believe there's a limit to everything. The graph at right puts the problem in a nutshell; the bill FACTS ABOUT LABOR-HEW APPROPRIATION Congress has sent to the President exceeds the budgeted amount by BILL-H.R. 15417 $1,762,286,000. Now, before anyone concludes that the Executive 1. THE FIGURES 1972 appropriation $27, 403, 058, 000 Budget was miserly, a review might be in order. The President's 1973 appropriation: request for fiscal 1973 for Health Services and Mental Health President's budget 28, 776, 633, 000 Conference action 30, 538, 919, 000 Administration was 52% over a comparable 1969 appropriation, his Excess over budget +1, 762, 286, 000 first year in office. Preventive health services, doubled since 1973 President's request compared to House, Senate, and conference action '69, National Cancer Institute budget, a 100% increase since '69; President's original request_ $27, 344, 351, 000 Heart and Lung Institute, up 40%; Education items (excluding higher Presidential amendments resulting from new legis- education and emergency elementary and secondary assistance), lation 432, 282, 000 increased 25%; vocational and adult education funds, doubled; and there's more. President's request, as amended 28, 776, 633, 000 The point is there has to be a limit, especially at a time when Congressional increases: we're struggling out of an inflationary period. If not, the tax- House increase +1, 269, 856, 000 Senate increase over payer loses on both ends not only does his or her government House 308, 441, 000 require more, but by doing so, the dollar is worth less. Senate bill 31, 354, 930, 000 In the overview, according to the chairman of the House Appro- Less: Conference Action -816, 011, 000 priations Committee, Congress has already exceeded budget esti- mates by some $17 billion but even that now is a moot point due to Conference bill 30, 538, 919, 000 Net increase of con- a clause Congress failed to close in the "magic money" bill. ference over Presi- Enacted in 1967 and little used until last year, the section states dent's amended re- that the federal government is required to provide states with $3 quest 1,762,286, 000 to $1 matching funds for any number of so-called "social service" [Dollars in millions] programs. In other words, if tomorrow, a state decides to earmark $1 million for this type of program, the federal government, through HEW, must come up with $3 million, whether it has it or not. As I was saying, "magic money." Since I reacted negatively to a Times editorial comment at the beginning of this newsletter, I should close this section with one with which I agree. Commenting on an unsuccessful Senate Finance Committee attempt to put a $2.5 billion ceiling on this open-ended feature, The Times said that with such action, the "runaway demands from the statehouses on the federal Treasury can be taken out of the grab bag class." Again, state taxes and federal taxes come from one place: your pocket. WHAT TO DO? In light of the preceding, I have introduced two pieces of legislation which I believe speak to the problem. The first would establish a mandatory spending limit of $250 billion; the second would require the House of Representatives to present an annual budget package, including an estimate of tax revenues, before it acted on any appropriation bill. A spending limit is absolutely essential for under current Congressional procedures, each Committee acts independently and a total package is brought forth in an unrelated haphazard manner. No one knows who is spending what until the last minute. With a spending limit, the necessary next step is a programmed budget. It's mystifying that the House of Representatives, which Constitutionally has the sole power to spend, requires a budget - and tax package - from the Executive Branch, but does not impose the same responsi- bility on itself. In all, what I'm asking is that the Congress begin to practice what might best be called, fiscal sanity; the taxpayer deserves as much. Regards McKinney, (This is recycled paper) (Not printed at government expense) From the Office of: CONGRESSMAN TOM RAILSBACK 149-72 19th District, Illinois 218 Cannon House Office Building Washington, D.C. Contact: Karel Dutton (202) 225-7839 August 18, 1972 FOR RELEASE, MONDAY, AUGUST 21, 1972 The President has vetoed the Labor-HEW appropriations bill that was passed by both the House and Senate last week. The bill as approved by both Houses contained $958 million or 23% more than the President's budget for health pro- grams and $791 million or $23.6% more than his budget request for educational programs. Originally, the Senate had requested funds for nearly $31.5 billion for the 1973 budgets of the Departments of Labor and HEW, and the House version of the same bill called for $28.5 billion to be authorized. To iron out these differences, the bill was sent to a House-Senate Conference. I think the House Conferees did a commendable job in eliminating $816 million from the Senate bill. However, the President felt this cutback was still insufficient and out of line with the Administration's proposal. The Administration 1a seeking to hold spending within its budgetary limits. The President has been most concerned about creating an even greater budget deficit and the adverse effects that this would have on his efforts to control inflation. Hence, the President felt he had to veto any bill that calls for excessive spending which in this case was $1.7 billion more than the Adminiatration's request. In addition, the Administration has rightfully pointed out that their 1973 budget request for Labor and HEW is $8 billion more than was spent in this area just two years ago. I am hopeful that Congress will immediately re-write this bill to contain adequate provisions for such important activities as mental health, alcoholism and drug abuse programs; disease prevention;assistance to our hard- pressed medical and nursing schools; elementary, secondary and vocational educ- ation; libraries and instructional equipment. These programs affect the lives of millions of people in a vital and immediate way. While I have had reservations, I voted in favor of this legislation because there are far too many programs which require immediate financing. The schools, colleges and hospitals in my District urgently need the funds that had been in this bill. To delay these needs much longer will prove an even greater crisis. I definitely believe, however, that Congress and the President must work much more closely on future appropriations bills if we are to gain full economic stability and a balanced budget. -30- Congressman Clarence J. Brown-Ohio NEWS HOUSE OF REPRESENTATIVES PH: WASH.. D.C. 202-225-4324 WASHINGTON. D.C. 20515 SPRINGFIELD 513-325-0474 "REPORT FROM WASHINGTON" For Release Tuesday, August 22, 1972 President Nixon's veto last week of the Labor-HEW appropriations bill was a gutsy choice on the side of sound economic priorities in this hotly partisan political season. The bill, on its face, contained $1.8 billion more than the President's own out-of-balance budget request. And his request was $2.1 billion higher than the past fiscal year's spending on health, education, welfare and manpower measures. But the worst thing about the bill as it passed Congress was that it left wide open the back- door spending of federal funds for state social-service programs. Scandalous, wasteful growth of this welfare boondoggle has been brought to light during the past several weeks. It has been one of the most explosively expensive pieces of federal legislation ever enacted, and unless brought under control, will finally destroy any semblance of fiscal responsibility in the field of government welfare. And welfare is probably the biggest scandal in government today -- and one of the most politically difficult with which to deal. More about it later. The President has repeatedly warned the Democratic-controlled Congress that he intends to keep a "full employment" balanced budget to insure the success of the continuing battle against inflation. And there have been some hopeful signs recently that this battle is being won. Of course, the Democratic House Majority Leader, Hale Boggs, attacked the President's veto without ever referring to the budgetary imbalance or the social-welfare provisions. Instead he claimed "the President does not recognize (health and education) in his priorities." The fact is, in the past four years (1969-73) of the Nixon Adminis- tration, budgets have been increased for health expenditures by 103 percent and for education by 68 percent, compared to total budget increases of 33 percent. Congresswoman Edith Green of Oregon, one of the leaders in (MORE) 10 (NOT PRINTED AT GOVERNMENT EXPENSE) Page 2 developing federal aid to education, put her fingers on a fact of political life when she noted that whenever there is waste in spending in social programs, it is usually excused because of its purpose. Only when the spending over-run is in some less human field do many express concern about wasting the taxpayer's money. But she concluded that the taxpayer may feel that when it is his money, waste is waste, no matter what it is wasted on. The social-services program, administered by the Department of HEW, was designed to help states and local units of government provide assistance to people on relief and to "potential" welfare recipients. The original provision was passed in 1962 and then liberalized in 1967. Somehow, however, the advantages of the legislation to state and local government escaped widespread notice until 3 couple of years ago when everyone started jumping on the bandwagon, and since then the costs have soared. Basically, the law provides that for every dollar spent by the states for qualified sociabservice programs, the federal government will add three dollars. There are no ceilings on spending by the federal government and the guidelines for obtaining the federal funds are so loosely drawn up that virtually any program can qualify which a state can ostensibly design to help current welfare recipients improve their chances of getting off the rolls or any program intended to keep potential welfare recipients off the rolls. Thus, the federal expenditure of $235 million during fiscal year 1967 had almost tripled to $692 million in FY 1971, and skyrocketed by almost tripling again during the single fiscal year of 1972 to an estimated $2 billion. The projection for the current fiscal year, unless the legislation gets an overhauling (and that has been voted down once) is for the cost to double again to $4 billion and then to reach $6 billion during the next year. The Senate, at the urging of the Nixon Administration, did vote for a $2.5 billion ceiling to the program in the Labor-HEW appropriation bill in view of the continuing federal deficit. Although the $2.5 billion ceiling would require no cutbacks in current programs, the House refused to go along with the spending limit. The limitation was deleted in the House-Senate conference and replaced with pro- visions which merely "urge" that the program be tightened up. The Senate approved the conference report by a vote of 62-to-22 and the House by 240-to-167, despite the threatened Presidential veto. I voted against the conference report because I believe this legislation contains some of the clearest evidence available against open-ended federal funding programs which give incentive to the states and local units of government to raid the federal treasury while decreasing their own responsibility. There are no incentives in the program for the states and local units of government to increase or improve the effectiveness of their own programs. In Illinois, for example, the state expects to spend some $205 million in federal funds for social-service programs, which equals the funds obtained over the past two years. But none of the money is going for new services. All of it.is going for existing programs, with the state burden increasing only one fourth as fast as the federal burden. Ir. Georgia, which expects to be spending at the rate of $222 million annually by the cad of this fiscal For social-survice programs, the funds are going for such a project" in Atlanta for are persons $58,416, which equals more than $500 per person; raining" to: USO persons at a cost of $109,333, which equals $139 per person; and "family life education" with a total bill of $475,152. And in Ohio, a state which apparently got on the bandwagon late in the game, (MORE) Best Possible Scan from Poor Quality Original page 3 $45 million was used to expand social-services last year, with $36 million paid for by Washington. The most trenchant comment on the program came from a state official who said in a recent interview, "We are so busy just writing up contracts to get the federal money that we haven't had the opportunity to evaluate results of those services." In any program which has mushroomed so fast as welfare at the expense of the federal government while state and local costs and accountability remains low, one must seriously question government responsibility to the taxpayers. The President has assured by his veto of the Labor-HEW appropriation bill that the question will at least get a second look. Taxpayers have a clear choice on this issue between Congressional profligacy and the President's toughness. -30- EXPLANATORY NOTES 2 PURPOSE AND SCOPE the estimated budget receipts for fiscal year 1973. The table Fiscal 1973 budget following deficit is an analysis of the budget deficit for fiscal year 1973, 1972: reflecting budget also includes any revenue legislation initiated by the Congress revisions, The amendments and congressional action to date, August 18, This scorekeeping report is designed to show the impact of during the session. The scorekeeping effect, if any, of revenue Deficit estimate congressional actions (or inactions) in the current session on (millions) action is computed for each measure as action is recorded. $25, 472 the President's budget estimates for new authority, outlays and receipts. These impact estimates may then be related to Original deficit estimate, January 1972 SUPPORTING TABLES +895 the President's surplus or deficit estimates, as a part of the Budget Net Shift revisions, outlay of fiscal increase as 1972 of June revenue due 5, to 1972: certain sharing congressional request into actions, fiscal 1973, mainly assuming black lung enactment benefits of retro- scorekeeping process. While the primary purpose of the report The report contains four additional tabulations relating to +2,250 active provisions of pending legislation +583 is to estimate the impact of congressional action, it also is the various types of legislative actions which have a bearing Net outlay changes, including interest -2,200 designed to reflect any subsequent revisions made by the Pres- on the scorekeeping process. The tables show each item as ident in the form of budget amendments or official reestimates. acted upon by the House and Senate and as enacted. Revenue revisions 27,000 The report identifies the portion of the President's budget Appropriation bills Revised deficit estimate, as of June 5 which requires current action by Congress in this session-in Amendments to the 1973 budget estimates, as transmitted to date: +1,200 appropriation and certain basic legislation, or in new legislative Table No. 3 (p. 9) lists the individual appropriation bills to +900 proposals. It is in this area that the Congress exercises direct be considered in the current session, showing by bill the budget Additional outlays for Vietnam war +100 authority requested and transmitted to date, and estimates of Disaster-relief outlays incident to Hurricane Agnes, etc. control over the President's fiscal proposals, and may increase Additional outlays for drug abuse programs. or decrease them accordingly or not act at all. outlays covered by the respective bills-setting forth the out- 29,200 In addition, the Congress may initiate new or expanded lays resulting from the new authority requested. Congressional Deficit estimate, action to as date revised (in addition and amended to amounts included in the June 5 budget revisions): activities or take revenue actions not contemplated in the Proposed legislation (in budget) 100 Social security: President's budget proposals and, to the extent that such +1,600 The President's budget estimates include certain new legisla- Payments, 20% increase Revenue loss (due to delay in effective date) +613 action may be mandatory, have further impact on the budget. tive proposals which the Congress must act on before they can Scorekeeping in terms of budget authority can be calculated be implemented by the executive branch. Since they are All other outlay changes, net 33, 513 in fairly precise terms for the portions of the budget requiring included in the budget estimates, action or inaction by the Deficit Deduct: estimate, revenue as revised sharing and legislation amended, included and adjusted above in by June Congressional 5 revisions, action but still pend- 250 congressional action. However, conversion of congressional Congress on the proposals has a direct impact for scorekeeping actions into terms of budget outlays or receipts is less precise purposes. These proposals are shown in this report in two ing final Congressional action Deficit estimate, as revised and amended, and adjusted by Congressional action to date, and the scorekeeping must be done in approximate amounts. separate tabulations according to their character. 263 Table No. 4 (p. 12) shows the legislative proposals which THE SUMMARY-BOX SCORE August 18, 1972 fiscal 1973 outlays would be $252.7 billion, as compared with of $31.3 esti- have the effect of reducing budget authority and outlays. The summary-box score (page 5) shows in one page sum- These include certain reform legislation, change in financing, *On this basis, estimated billion. The resulting unified budget deficit estimate fund surplus mary form the budget estimates for fiscal 1973 and 1972 in sale of Government property, etc. Congressional failure to mated billion for revenues fiscal 1973 of $221.4 reflects a federal funds deficit of $38.4 billion and a trust totals as originally transmitted and subsequently revised, enact any of these proposals has the effect of increasing the breaking out the portions on which the Congress is expected budget estimates by the negative amounts shown for each. of $7.1 billion. to act in the current session. It then applies-in box score Table No. 5 (p. 13) shows the major legislative proposals for Fiscal Final figures $208.6 billion, and the unified budget fund surplus year 1972 for fiscal year 1972 recently announced indicate that deficit actual for outlays fiscal were year form-the impact of congressional actions to date on the new or expanded programs and their associated cost. Con- President's estimates for budget authority, outlays, receipts gressional failure to enact any of these proposals has the effect and the deficit. $231 1972 was billion $23 billion and receipts (reflecting were a federal funds deficit of $28.9 billion and a trust of reducing the budget estimates by the amount shown for the This summary table combines congressional actions on proposal. However, increases on the part of Congress in any of $5.9 billion). budget authority and outlays and budget receipts, shown in of these proposals does not necessarily increase the budget more detail on the two scorekeeping tables which follow. The estimates, unless a mandatory spending program is involved, combined impact of revenue and outlay actions are also related because subsequent appropriation action is usually necessary. to the estimated budget deficits. Other legislation (not in budget) THE SCOREKEEPING TABLES Table No. 6 (p. 17) shows legislative initiatives which are in The report contains two tabulations showing in detail the addition to those in the President's budget estimates. Such individual actions of Congress to date which have an impact on legislation can be proposed by the executive or judicial the President's budget estimates. These are the scorekeeping branches and, of course, by the Congress. The table is con- tables, and they relate separately to budget authority and fined to measures which have been reported or are on the outlays, and to budget receipts. They show each entry in terms calendar of either House, and which exceed $500,000 in their of action on the respective bills by the House and the Senate 5-year cost. and as enacted. For purposes of this report the impact of such legislative In the scorekeeping process failure on the part of Congress actions is scorekept only if it contains "backdoor" contract to act upon recommendations or legislative proposals in the or debt authority, or if mandatory spending is involved, such President's budget estimates is generally scorekept at or near as in the case of Federal pay raises or veterans benefits. Items the end of the session, unless there is a specific action involved. of a "backdoor" or mandatory nature are identified in the table by an asterisk or footnote. Budget authority and outlays Table No. 1 (p. 6) shows the impact on budget authority and Authorizing legislation outlays, in terms of increases or decreases from the official Under the rules of the House and Senate, programs and estimates submitted by the President. In addition to action on activities of the Government must be authorized by specific individual appropriation bills, this tabulation includes action legislation before appropriations can be enacted. Table No. 7 involving so-called "backdoor" contract and debt authority in (p. 27) shows the programs included in the President's budget substantive legislation, and it includes any other legislative estimates for fiscal 1973 which require such periodic or annual actions by Congress of a mandatory nature (such as Federal renewal prior to further appropriation action. pay raises and veterans benefits) where spending begins upon Legislative action on these authorizations usually has no enactment. impact for scorekeeping purposes, since the effect of any congressional change is subject to further appropriation action Revenue legislation or budget amendment. However, should any change involve Table No. 2 (p. 8) shows congressional actions on the "backdoor" contract or debt authority such action by Con revenue legislation proposed by the President, as included in gress would be noted and recorded for scorekeeping purposes (3)