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What is Leandro v The State of North Carolina?
Leandro v The State of North Carolina (the Leandro case) is the title of a lawsuit filed in 1994 by parents, students, and school districts in five low-wealth, rural N.C. counties (Cumberland, Halifax, Hoke, Robeson, and Vance) alleging that students in these counties were denied their right to a sound basic education under the N.C. Constitution. N.C.’s Constitution clearly states that it is the state’s responsibility to provide a sound, basic education for all children. Commonly known as the Leandro case, Leandro v State affirmed that inequitable and inadequate school funding bars access to a sound, basic public education and that this right was denied particularly for students of color and those from families with low incomes. On November 4, 2022, the N.C. Supreme Court issued a ruling that the Legislature must fund years two and three of the Comprehensive Remedial Plan (Leandro Plan).
Why is the Leandro case so important?
The Leandro case remains one of the biggest educational policy issues in N.C. Spanning more than two decades, it serves as a stark reminder that the State of North Carolina and the Department of Education have not yet fulfilled their basic constitutional responsibility for providing all students a sound, basic education. The Leandro case also highlights the legislature’s resistance to supporting N.C.’s neediest students.
The defendants in the Leandro case have often framed their resistance as an issue of insufficient resources while the plaintiffs point out that funding Leandro is a constitutional obligation and resources could be made available. However, even with large budget surpluses, the legislature still did not fund the Leandro plan with the 2021-23 budget. Going into 2021, the state had a surplus of $4 billion. By fall, that number had grown to more than $9 billion in unreserved funds. Although both the State of North Carolina (executive branch) and the State Board of Education agreed to the plan’s provisions, of the $1.7 billion requested for the first two years, the legislature allocated approximately 53% of the first year’s request and 43% of the second year’s request. The failure of the legislature to act to increase funding when it had the ability to do so signaled clearly that insufficient funds were not the key issue, a point highlighted in the 2022 short session when the General Assembly updated the budget.
Budget adjustments made in July 2022 through HB103 (Current Operations Appropriations Act of 2022) fell $443 million short of fully funding the Leandro Plan for 2022-23 and $785 million short of the funds needed for the next two years. At the same time, the General Assembly chose to add $1 billion to an extra inflation reserve fund and add $1.6 billion to a savings reserve fund. At a time when the N.C. General Assembly had a funding surplus, they chose to put the money in extra savings rather than spend it to address the well-documented, immediate needs of North Carolina’s children and public school system.
The Leandro case entered new territory in November 2021 when legislative leaders appealed to block the N.C. Superior Court’s order to allocate funds to address Leandro provisions. At question is the constitutional authority of the legislative and judicial branches of the N.C. government. In other words, do the courts have the constitutional authority to compel the legislature to allocate funds? The N.C. Supreme Court heard oral arguments in the case on August 31, 2022 (View the proceedings here.), and will likely rule on the case before the end of the year.
What is the history of the Leandro case?
1994: Leandro v The State of North Carolina was filed.
1997: After the initial lawsuit was filed, the State of North Carolina appealed all the way to the N.C. Supreme Court. In 1997, the N.C. Supreme Court allowed the Leandro case to go to trial.
2002: In its ruling in 2002, the N.C. Supreme Court found that there was a violation of the students’ rights to a sound, basic education and ordered the State to remedy this violation by providing:
- A “competent, certified, well-trained teacher who is teaching the standard course of study” in every classroom;
- A “well-trained, competent principal with the leadership skills and ability to hire and retain competent, certified and well-trained teachers” in every school; and
- The “resources necessary to support the effective instructional program” in every school “so that the educational needs of all children, including at-risk children, to have an equal opportunity to obtain a sound basic education, can be met.”
2004: Although the 2002 ruling was appealed, the N.C. Supreme Court affirmed the 2002 ruling that the State is in violation of the N.C. constitutional requirements. Oversight for the case was turned over to Judge Howard Manning.
Over the course of the next 12 years, Judge Manning held numerous hearings on the case. However, while some efforts were made by state lawmakers to comply with the 2002 ruling, plaintiffs maintain that over the last two decades, N.C. has still not met its constitutional requirements for a sound, basic education for all.
2017: Judge Manning retired and a new judge, Hon. David Lee, was assigned to take over the oversight of Leandro compliance. Judge Lee refused the State’s request to dismiss the case. Following this ruling, the plaintiffs and the State jointly asked for an independent agency to provide recommendations for how to meet the provisions of the Leandro case.
2018 – 19: Judge Lee appointed the nonpartisan, nonprofit research agency, WestEd, to conduct a review and submit recommendations. The WestEd report, titled Sound Basic Education for All: An Action Plan for North Carolina was submitted to the court in June 2019 and released to the public in December 2019. It included eight key recommendations and associated action plans for how N.C. could comply with the directive to provide a sound, basic education to all N.C. children. WestEd estimated that the General Assembly needed to appropriate an additional $4.3 billion dollars to public schools over the next 8 years and another $1.2 billion for early childhood investments.
2020: In January, the N.C. Superior Court/Judge Lee issued a consent order directing the State of North Carolina and State Board of Education along with the plaintiffs to develop a plan designed to satisfy the State’s and State Board of Education’s obligations to provide a sound, basic education to all students.
- September: Following the submission (in June) of initial actions steps the State would take for SY2020-21, and in the absence of legislative action, Judge Lee signed a consent order for $426.9 million more to be allocated as part of the first step to address Leandro. He further ordered a Comprehensive Remedial Plan be developed to include action steps informed by the West Ed report to be implemented on or before 2028.
2021: In March the Comprehensive Remedial Plan, was submitted to the court, with a summary released in June. The plan includes programs and action steps aligned to the seven essential components (based on West Ed’s recommendations) for how N.C. can comply with the directive to provide a sound, basic education to all children.
These components are:
- A system of teacher development and recruitment that ensures each classroom is staffed with a high-quality teacher who is supported with early and ongoing professional learning and provided competitive pay;
- A system of principal development and recruitment that ensures each school is led by a high-quality principal who is supported with early and ongoing professional learning and provided competitive pay;
- A finance system that provides adequate, equitable, and predictable funding to school districts and, importantly, adequate resources to address the needs of all North Carolina schools and students, especially at-risk students as defined by the Leandro decisions;
- An assessment and accountability system that reliably assesses multiple measures of student performance against the Leandro standard and provides accountability consistent with the Leandro standard;
- An assistance and turnaround function that provides necessary support to low-performing schools and districts;
- A system of early education that provides access to high-quality prekindergarten and other early childhood learning opportunities to ensure that all students at risk of educational failure, regardless of where they live in the State, enter kindergarten on track for school success; and
- An alignment of high school to postsecondary and career expectations, as well as the provision of early postsecondary and workforce learning opportunities, to ensure student readiness to all students in the state.
Over the course of summer and fall 2021, Judge Lee issued orders requiring the legislature to report on its progress in funding education as required under the plan. In October, Judge Lee found that the legislature had not finalized an appropriations bill that would fully fund education and issued an order requesting a response from the legislature by November 1.
- November 10: After receiving no response from the legislature, Judge Lee issued a decision to move more than $1.7 billion in appropriated state funds into education budgets to fund the initial provisions of the Comprehensive Remedial Plan. Although the 2021-23 budget did increase educational spending, it fell far short of the funds needed for full Leandro remediation.
- November 30: The N.C. Court of Appeals, on a 2-1 vote, blocked Judge Lee’s decision stating that he did not have the authority to order the budget transfer.
- December: Several low-wealth school districts and families that attend the schools asked the N.C. Supreme Court to review the decision to block the $1.7 billion funds transfer.
2022: The North Carolina Justice Center filed a motion to submit an amicus brief in support of the plaintiffs on July 19. On July 26, a group of leading education rights scholars and advocates filed an amicus brief outlining extensive judicial precedent from states across the county supporting the state courts’ right to direct funding to remedy a constitutional violation.
August 31: The N.C. Supreme Court heard oral arguments.
November 4: The N.C. Supreme Court issued a ruling in favor of the plaintiffs and ordered the Legislature to fund years two and three of the Comprehensive Remedial Plan.
Consent Order Regarding Need for Remedial, Systemic Actions for the Achievement of Leandro Compliance (2020, January). https://www.publicschoolsfirstnc.org/wp-content/uploads/2020/01/File-stamped-Order-dated-1-21-2019.pdf
Comprehensive Remedial Plan (2021, March) Leandro. https://www.publicschoolsfirstnc.org/wp-content/uploads/2021/03/Leandro-Comprehensive-Remedial-Plan-2021.pdf
Hoke County Board of Education, et. al. v State of North Carolina and the State Board of Education. Brief of amicus curiae of North Carolina Justice Center. 19 July 2022. https://www.ncappellatecourts.org/show-file.php?document_id=309519&eType=EmailBlastContent&eId=fe126503-1329-4258-a31f-a1ea6ce34247
Hoke County Board of Education, et. al. v State of North Carolina and the State Board of Education. Brief of Duke Children’s Law Clinic, Education Law Center, Center for Educational Equity, Southern Poverty Law Center, Constitutional and Educational Law Scholars as amici curiae. 26 July 2022 https://edlawcenter.org/assets/files/pdfs/amicus%20briefs/Amicus%20Brief%207.20.22.pdf
Hoke County Board of Education, et al. v State of North Carolina and the State Board of Education et al. 2022-NCSC-108 No. 425A21-2. 4 Nov 2022 https://appellate.nccourts.org/opinions/?c=1&pdf=41895
News and Observer. (September 2022). NC schools face a double crisis as teachers quit and lawmakers resist order to boost funding. https://www.newsobserver.com/opinion/article265230566.html
Summary of the Leandro Comprehensive Remedial Plan. (2021, June). https://files.nc.gov/governor/Comprehensive_Remedial_Plan_Summary_Commission_06292021_0.pdf
WestEd, Sound Basic Education for All: An Action Plan for North Carolina, 2019, https://www.publicschoolsfirstnc.org/wp-content/uploads/2019/12/Sound-Basic-Education-for-All.pdf
WRAL. State budget falls well short of Leandro order. 2021, November. https://www.wral.com/state-budget-falls-short-of-leandro-order/19996781/?ac_cid=DM568029&ac_bid=-1871033942
WRAL: NC Court of Appeals: Judge can’t force state to spend $1.7B on education without lawmaker approval. https://www.wral.com/nc-court-of-appeals-judge-can-t-force-state-to-spend-1-7b-on-education-without-lawmaker-approval/20009877/
WRAL. Families, school boards appeal block of $1.7B-plus Leandro plan to NC Supreme Court. https://www.wral.com/families-school-boards-appeal-block-of-1-7b-plus-leandro-plan-to-nc-supreme-court/20035329/
WRAL. In Leandro education case, a question lingers: Who has final say on funds and fixes? https://www.wral.com/in-leandro-education-case-a-question-lingers-who-has-final-say-on-funds-and-fixes/20433884/
WUNC. (August 2022) North Carolina’s Leandro case: Everything you need to know. https://www.wunc.org/education/2022-08-29/north-carolina-leandro-case-everything-need-know-court-schools