Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 1 of 57

FILED
10-12-2023
CLERK OF WISCONSIN

IN THE SUPREME COURT OF \MISCONSIN SUPREME COURT

NO

JULItr IJNDERWOOD, CHARLtrS IJPHOF'F" RANDY WENDT, F'ATHER

TOM MUELLER, ANGELA RAPPL, DUSTIN IMRAY
AND SCOTT WALKER
Petitioners,

ROBIN VOS, SPEAKER OF THE WISCONSIN STATE ASSEMBLY, JILL

UNDERLY, WISCONSIN STATE SIJPERINTENDENT OF' PIJBLIC
INSTRUCTION, AND KATHY BLUMENF'ELD, SECRETARY OF'THE
DEPARTMENT OF ADMINISTRATION
Resportdents

PETITION TO THE SUPREME COURT OF WISCONSIN TO

TAKE JURISDICTION OF AN ORIGINAL ACTION

Brian H. Potts (Bar No. i060680) Frederick B. Melms (Bar No. 1093957)
PBnnNs COrn LLP FRnIpnTcK MtrLMS AtToRNnY AT LAW
33 E Main St, Ste 201 PO Box 212
Madison, WI 53703-3095 Woodruff, WI 54568
(608) 663-7 460 (715) 892-3023
BPotts@p erkinscoie. com [email protected]

Cottn sel for Petition ers

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 2 of 57

ISSUES PRESENTED

1. Whether the Milwaukee Parental Choice Program (Wis. Stat. $

119.23), the Independent Charter School Program (Wis. Stat. $

118.40(2r),(2x)), the Wisconsin Parental Choice Program (Wis. Stat

S 118.60), and the Special Needs Scholarship Program (Wis. Stat. $$

1 15.7915) violate the Wisconsin Constitution's public-purpose

requirement because they require local school districts to spend

significantly more per pupil on private schools than public schools,

their funding mechanisms are designed to destructively defund

public schools, they do not provide for adequate oversight of private

schools, they do not require private schools to meet adequate

educational standards, and they do not require the private schools to

provide essential services to students?

2. Whether the Milwaukee Parental Choice Program (Wis. Stat. $

119.23), the Independent Charter School Program (Wis. Stat. $

IIB.40(2r),(2x)), the Wisconsin Parentai Choice Program (Wis. Stat

S 118.60), and the Special Needs Schoiarship Program (Wis. Stat. $$

\75.7915) violate the Wisconsin Constitution's Uniform Taxation

Clause by forcing local schooi districts to pay the private tuition of

voucher str-rdents going to school in other districts through aid

reduction, moving local funds out of locai districts, redistributing a

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 3 of 57

district's property tax burden across district lines, and forcing some

school districts to raise property taxes more than others to replenish

funds diverted to private schoois?

3. Whether the Milwaukee Parental Choice Program (Wis. Stat. $

1,I9.23), the Independent Charter School Program (Wis. Stat. $

IIB.40(2r),(2x)), the Wisconsin Parental Choice Program (Wis. Stat.

S 118.60), and the Special Needs Scholarship Program (Wis. Stat. $$

II5.7915) violate the Wisconsin Constitution's superintendent

supervision clause because these programs do not provide the state

superintendent with sufficient supervisory control over participating

private schools?

4. Whether the legislatively created revenue limit (Wis. Stat. $

121.905, S 121.91, and S 121.92), which places a cap on the amount

of funds local school districts can raise from property taxes to pay for

their own local public education, violates the Wisconsin

Constitution's Uniforrn Taxation Clause and Articie X, Section 4?

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 4 of 57

INTRODUCTION
The Legislature has been attacking Wisconsin's public schools

under the guise of providing school choice for over a decade. But

instead of creating a choice, the Legislature has created a cancer. And

that cancer is growing rapidly, decimating Wisconsin's public schools

The Legislature's current school financing system should be

abhorrent to anyone who supports education of any type. Rather than

simpiy allowing students to choose to go to private school - and to have

the State of Wisconsin pay for it - the Legislature has adopted laws

that actually penalize pubhc schools and their students when other

students from their district go to private school and obtain funding

frorn the state. For example, every time one student from the Madison

school district obtains funding to go to a private school, the state takes

away the entire state aid provided to that school district for five public

school students

The obvious implication of this predatory scheme is that as the

number of private school students funded in a school district increases,

the average amolrnt of funding per pubiic school student in that district

decreases-until it eventually hits zeyo. These private school funding

mechanisrns are quite literally draining some schooi districts'entire

pool of money allocated frorn the state for public education down to

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 5 of 57

zeyo. and then shipping that rnoney to private schools throughout the

state.

Meanwhile, the Legisiature has also imposed a statewide call on

how rnuch revenue each school district can raise from its local

taxpayers to pay for public education. This means even if the Madison

or Appleton (or any other) school districts want to increase their own

property taxes to spend more on educating their own students, the

Legisiature has banned them from doing so

These laws are unconscionable. These laws are unconstitutional

This Court should strike them down as quickly as possible

More specifically, the Petitioners bring this action to challenge

the constitutionality of the Milwaukee Parental Choice Program (Wis

Stat. S 119.23), the Independent Charter School Program (Wis. Stat. $

IIB.40(2r),(2x)), the Wisconsin Parental Choice Program (Wis. Stat. $

118.60), the Special Needs Scholarship Program (Wis. Stat. $$

115.7915), and the legislatively-created revenue limit (Wis. Stat. $

I21 .905, S 1 21 .91, and S 12 1 .92)), which limits the amount of funding

local school districts can raise via property taxes for local education

'Ihe first of these laws and programs originated in 1989, when

the Wisconsin Legislature created what it called the Milwaukee

Parental Choice Program. It was the nation's first taxpayer-funded

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 6 of 57

school voucher program that diverted education funds frorn pr-rblic

schools to pay for students'private school tuition.r

Proponents touted the Milwaukee voucher program as a tiny,

temporary experiment designed to help 1ow-income, largely minority

students escape struggling public schools. Unfortunately, the program

was nothing more than a trojan horse

In the 34 years since the Milwaukee Parental Choice Program

was first adopted, private school funding programs have exploded in

both size and scope in Wisconsin. The "experimental" Milwaukee

voucher prograrn Ied to the adoption of Wisconsin's charter school

program in 1993, and to numerous additional expansions of private

schooi funding programs since

At the outset of this experirnent in 7992, the Wisconsin Supreme

Court evaluated the constitutionaiity of Milwaukee's voucher program

tn Dursis u. Grouer, 160 Wis. 2d 501, 480 N.W.2d 460. After expressly

t Molly Jackrnan, ALEC's Int'luence Ouer Lo,wntcthing in Stote Legislo,Lu.r'e.s,

Brool<ings (Dec.6,2013), https://www.brookings.edu/articles/alecs-influence-over-
lau'rnal<ing-in-state-legislatures/. (Vouchers were the brainchild of the Amelicern
Legislative Ilxchange Council, a "notoriously secretive" organization that drafts
model legislation "linked to controversral social and econornic issues."); Andy Kroll,
ALEC's Otun, US Senotor?, Mother Jones (Sept. 4, 2012),
https://www.rnotherjones.com/politics/2012l09/tomrny-thompson-alec/ (Then-
Governor'I'hornpson was an early and influential ALtrC rnember; he once boasted
that he would bring ALEC ideas "back to Wisconsin, disguise them a little bit, and
cleclare that it's mine.").

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 7 of 57

relying on nr-rmerons facts and lirnitations contained in the original

Milwaukee program, the Supreme Court upheld the constitutionaiity of

the program "under the circumstances.r' Id. at 545

Petitioners bring this case because the circumstances have

changed dramatically since 1,992. What started out as a small

experimental program in Milwaukee in the 1990s has been transformed

by our Legislature into a large and growing cancer on Wisconsin's

public schools

One need not look any further than the current statutory

language of these laws to determine that they were drafted by

legislators wanting to intentionally harm Wisconsin's public schools,

not to better educate Wisconsin's citizens.

The formulas in the school funding statutes are incredibly

complicated-but their impact on public school districts is not: as more

private school students obtain public funding, public school district

funding goes down by a disproportionate amount

In 1992, when the Wisconsin Supreme Court evaluated the

constitutionaiity of Milwaukee's experimental voucher program, the

Court noted that "the amount of money allocated to a private school to

educate a participating student is less than 40 percent of the full cost of

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 8 of 57

edr-rcating that same student in the fMilwaukee pr,rbiic schoo]s] ." Dauis,

160 Wis.2d at 513

Today, the converse is true. Private school students are getting

allocated lnore dollars per student out of each public school district's

budget than virtually all of those public school districts get allocated by

the state to spend on each of their own students. In other words, the

Legislature has mandated that school districts must spend MORE to

educate a student in a private school than the district gets to spend

from the state on its own students

More specifically, the statutes force well over 90% of the school

districts to subtract a larger amount from their annual state allocation

for each private school student from their district than they get

allocated for each of those students (and every other student) by the

state. That means every time an eligible student either switches from

public school to a private school or just applies for funding for a private

school without ever wanting to go to public school, the public school

district's state education funding goes down by a disproportionate

amount, leaving less per pupil aid for the remaining public district

school students.

The result of this parasitic funding scherne is that substantial

growth in state-funded private school enrollment will force public

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 9 of 57

school districts into a funding death spiral. And a death spiral is

exactly what is happening today

In 1992, Milwaukee's first experimental program cost state

taxpayers a totai of $2.5 million per year. Daui,s, 166 Wis. 2d at 545

Last school year, the voucher programs cost state taxpayers

approximately $444.4 million,2 and the SN program and the

independent charter school programs cost state taxpayers an additional

$27 .7 million and $96.4 million, respectively.3 'lhe total cost of these

programs last year was therefore $568.5 million-meaning the cost of

these private school funding programs has skyrocketed by over

22,500% since Dauis was decided in 7992. In fact, back in 1992, the
Wisconsin Supreme Court also noted that a private school would

receive $2,500 per child and that "[i]n contrast, it costs the [Milwaukee

2 Priuo,te Sclt,ool Cltoice Progro,nts (MPCP, RPCP, WPCP) & Special, Needs
Sch.olarship Progra,rrt (SNSP) Sum.m,a,ry 2022-23 Sch.ool Year Stu,dent LIC, FTE &
Ann u,o,lized Pa,y ntent, (October 2022),
https ://dpi.wi. gov/sites/default/files/irnce/p arental- e clucation-
op tions/Choice/D ata_and-Rep or ts I 2022 - 23 I 2022 -
23_surnmary_mpcp-wpcp-rpcp-snsp.p df
3 Russ Kava & Maria'Ioniolo, Inforntational Paper #28-State tlid to School Districts

79, (2023),
https://docs.legis.wisconsin. govAnisc/lfb/inforrnational-papers/january-2023; Maria
Toniolo, Infornm,tiottaJ Paper #30 -Priuo,te Sch,ool Ch,oice and Speciol l{eeds
Sclt,ola rsl't ip Pro gra,m, 21, (2023),
https://docs.legis.wisconsin.gov/miscAfb/informational-papers/ja nuary
-2023l0030-pr
ivate_school_choice_and_special_needs-scholarship-prograrns-inforrnational_paper-
30.pdf.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 10 of 57

Public Schools] an average of $6,451 to educate each student." Dauis,

166 Wis. 2d at 545. Today, a private school generally receives between

$9,893 to $12,387 from the state per pupil, depending on grade level,

which is then deducted from the resident school district's state-

provided education aid in fuil. Meanwhile, that same public school

district typically receives anywhere from $0 to $8,000 from the state for

each of its other students.a The specific funding amounts per pupil

change per district based on property values and per pupil spending.5

But the statutory formulas always lead to the sarne result in virtually

every district that has participating private school students: the state

pays more for the private school student to attend private school than it
allocates to the district per student for students attending public

schools

a See Pri,uo,te Sch,ool Ch.oice Progra,nts (MPCP, RPCP, I4/PCP) & Speciol Needs
Sch,ola,rsh,ip Progra,nt. (SNSP) Sunrntory 2022-2,? School Year Stu.dent IIC, FTE &
Arutu,a,lized Po,y nten t, (October 2022),
http s ://dpi. wi. gov/sites/default/files/irnce/p areutal -e ducation-
op tions/Choice/I)ata-and-Repor tsl 2022 -23 I 2022 -
23_surnmary*mpcp_wpcp_rpcp_snsp.pdf. 'fhele are a fen' isolated school districts in
Wisconsin that were allocated more per student in equalization aid than was paid to
independent charter schools ($9,240) in 2022-2023, but the total number of students
attending those districts was less than 10,000 statervide. See ld. (Showing the total
state equalization aid allocated as compared to the number of mernbers for the
Arcardia, Beloit, Highland, Ithaca, Ladysrnith, Norris, Randolph, Sharon J11, and
Wauzeka school districts.).
, Id,.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 11 of 57

For example, the state redr.rced the Racine llnified School

District's (RUSD) general education budget by $8,593.75 for every

private voucher school student funded in the district during the 2022-

2023 school year, yet the state only allocated $7,764.97 in equaiization

aid per student during that school year to the district.G Similarly, the

Madison and Appleton school districts had their general education

budgets reduced by $9,264 per eligible student going to an independent

charter school during the 2022-2023 school, while the Madison and

Appleton school districts only obtained $1,636 and $6,629, respectively,

per student from the state in equalization aid during that schooi year.7

Put another way, every Madison public school student was aliocated

L7% of the amount that was allocated to each Madison independent

charter school student last school year ($1,636 v. $9,264)-meaning

every time an independent charter student in Madison received

6 See Toniolo, su,pra, note 3, at 21 (demonstrating that the Racine private school
program was estimated to cost $33 rnilhon in 2022-2023 for 3,840 students, which
equates to a per pupil cost of $8,593.75); see, gen,ercr,lly, October 15 Certificotion of
2022-23 Eqtta,liza,tion Aid, I)epa.r'trrLe.nt ol'Pu,bli,c Instructiotz, Departnent of Public
Instruction,
https://dpi.wi.gov/sites/default/files/irnce/sfs/xls/percent_4td_2223-Oct15.x1s, (1ast
visited Oct. 10, 2023), (spreadsheet showing the total eqr-ralization aid allocated for
each Wisconsin school district and the total nurnbers of "rnerrbers", i.e., students, in
the school districts).
1 Id.; see Erin Faith, Fisca,l Estinmte-2023 Sessi,on, 4 (2023),

https://docs.legis.wisconsin.gov l2023lrelatedlf'e/ab305/ab305-dpi.pdf

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 12 of 57

funding from the state, funding for approxirnately five public school

students was taken out of the Madison school district's state aid

allocation. The recently raised voucher payments will only serve to

exacerbate this problem for the 2023-2024 school year and into the

future

As if this were not unconscionable enough, over the decades, the

Legislature has also slowly removed the participation caps-leading to

enormous and continued growth of these programs. The private school

funding programs at issue in this complaint have expanded both

geographically (they are no longer limited to Milwaukee) and in size

(most of the programs no longer have enrollment caps) since 1992. They

have also become even more flagrantly untethered from their stated

purpose of helping low-income students trapped in failing public

schools

In the past 15 years, the state has loosened both income caps and

the requirement of previous enrollment in public school; by 2026, there

wiII be no enrollment caps at all

Back tn 7992, the Milwaukee program was "available to

approximately 1,000 Milwaukee students." Dauis, 166 Wis.2d at 512

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 13 of 57

Last school year, there were 48,543.4 FTE voucher school studentss and

10,802 indepenclent charter school studentse receiving state funding.r0

Given this huge growth and the parasitic nature of these programs, it
is not surprising that public school districts are suffering significant

funding shortages.

The following figures show the state funding that the voucher

and SN programs drained from Wisconsin's more sizeable school

districts last school year alone

State General Aid Funding Reduction

From Voucher & SN Programs in 2022-2023rr
District Reduction

Appleton $5,612,335

Green Bay $8,871,632

Madison $3,713,829

Oshkosh $4,744,834

Sheboygan $4,620,626

Racine $30,487,948

8 See Toniolo, supra note 3, at 38, 29, and 28.

e Wiscorzsin Cl"ta,r'tet' Sclt,ool, Fatts, (Department of Public Instruction),2023,
Quiclz
https://dpi.wi. gov/sites/def ault/files/i mce/parental-education-options/Charter-
Schools/pdflWisconsin-Char:ter_Schools-Quick-F acts. p df.
10 See generally WISEdash, Pu.bl,ic Portol (Departrnent of Public Instruction),

https://wisedash.dpi.wi.gov/Dashboard/dashboafil22215. F'or context, there u,ere

822,804 public school students in Wisconsin tn 2022-2023. (last visited October 11,
2023).
1r Toniolo, sLLpro, note 3, at Appenclix IV and VI.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 14 of 57

tr'ar from having an "inconsequential" financial impact, as the Supreme

Court described the initial Milwaukee program, the current programs

are decimating the finances of our public schools. Numerous school

districts around the state are having budget crises due to these

programs

For example, the Madison school district's 2023-2024 budget

states: "In the current state funding model for Wisconsin school

districts, declining enrollment experienced during the past several

years will continue to have a iasting impact on our operating revenue

This, combined with other state commitments made for voucher and

charter programming, will continue to apply downward pressure to our

operating budget."l2

The Racine school district is facing similar problems (as are

dozens of other school districts). The 2022-2023 RUSD budget states

that the district "is projected to continue the trend of declining

enrollment over the next several fiscal years. As part of the state

revenue limit caiculation for every student lost RIJSD rnust reduce

rz June Preli,rnino,r"y Bu,dget 2023-2024, Madison Metropolitan School District 13,

(2023),
https://resources.finalsite.net/images/v 1688066709/madisonk 12wius/hyn0nuBflopq75
eornuno/PreliminarylSud get2 023 - 2024AprilDraftFinal.p df.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 15 of 57

expenditr-rres by over $10,731. As our enrollment FTtr drops, this is

largely dr"re to str"rdent enrollment in RUSD dropping, as voucher and

open enrollment out of the district is expected to increase."13

Additional problems other than funding have surfaced over the

Iast few decades of these private school funding programs' existence

The most prominent of which stems from a lack of oversight

Although the Wisconsin Constitution in Article X, Section 1

expressly provides that "[t]he supervision of public instruction shall be

vested in a state superintendent," the current private school funding

prograrns do not allow Wisconsin's school superintendent to supervrse

the instruction paid for by the public that is occurring at these private

schools. The school superintendent has no control over these private

schools other than the abilitv to revoke their funding for eligible

students

Despite their ballooning funding, these private schools are not

subiect to state performance standards, need not and often do not

provide basic services to students with disabilities, and receive minimal

oversight. If and when private schools leave eligible str.rdents stranded,

l:t Intet'i,rn. Budget, Fi,scal, Year

2023-24, Racine Unified School District 20, (2023),
https://rusd.org/sites/default/files/I)epartments/Budgetlrinance/%242023-
2 4% 2}Interirn % 2 0B u dget,%2O 09 1 5 2 02 3. p df.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 16 of 57

the public schools remain responsible for picking up the slack-with

even fewer resolrrces with which to do so

As public schools lose more and more resources to taxpayer-

funded private schools, it will be more and more difficult for thern to

properly educate their students. As written, Wisconsin's taxpayer-

fr"rnded private school programs serve no public purpose, which the

Wisconsin Constitution requires; on the contrary, they are affirmatively

designed to undermine Wisconsin's public education system by robbing

it blind and forcing local districts into financial death spirals

The taxpayer funded private school programs also violate the

Wisconsin Constitution's lJniform Taxation Ciause by forcing local

districts to pay the private tuition of voucher students going to school

in other districts through aid reduction, moving local funds out of local

districts, redistributing a district's property tax burden across district

lines, and forcing some school districts to raise property taxes more

than others to replenish funds diverted to private schools

Finally, these programs violate the Wisconsin Constitution's

express requirement that all public instruction be supervised by the

independently elected school superintendent. Because these private

schools are not overseen by the school superintendent, it is

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 17 of 57

Lrnconstitutional for them to be providing instruction paid for by the

public

To be clear, the Petitioners are not making the blanket assertion

that the state cannot fund private schools in Wisconsin. The Petitioners

are also not challenging any statute on equal protection grounds or on

Ll.S. constitutional grounds. Instead, the Petitioners are asserting that

these private school funding laws, as currently written, are

unconstitutional under various Wisconsin-specific provisions in the

Wisconsin Constitution. 1a

The Petitioners recognize that striking down these private school

funding programs - which have grown to be very large in size - will

impact tens of thousands of children who attend these schools. They

therefore do not make these claims lightly. In the end, however, the

Petitioners feel that the interests of the hundreds of thousands of

Wisconsin's public school children who have been - and continue to be -

negatively impacted by these parasitic funding programs outweighs the

negative irnpacts to the children currently benefiting frorn these

r'1Petitioners are also not bringing this action on the grouncls that voucher ancl/or
inclepenclent charter schools violate the Uniforrn Schools Clause of Article X Section
3 of the Wisconsin Constitution.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 18 of 57

programs. This Court should therefore strike down these private school

funding p ro gram s forthwith

Unfortunately, the private school funding programs are not the

only devices by which the Legislature is destroying the ability of iocal

districts to educate their students. Local districts must also operate

under the equally unconstitutional revenue limit. The revenue limit is

enforced through Wis. Stat. S 121.905-S I2I.92. These statutes place a

per-pupil spending limit on Wisconsin's school districts, which as of the

2022-2023 school year, was approximately $12,000 dollars per

student;li' a figure lower than the value of rnany of the private school

vouchers that students are receiving from the state

The revenue limit is nothing more than an anchor holding back

Wisconsin's school districts from providing a quality education to

Wisconsin students. It is unconstitutional under both the Uniform

Taxation Clause of Wisconsin's Constitution and under Article X,

Section 4, which this Court has stated does not allow the Legislature to

interfere with a local school district's ability to raise funding for its

schools. Bu.se u. Snitlz,74 Wis. 2d 550, 579 (Wis. 1976)

15 See Russ Kava,Infornt,o,tionol Poper27- School District Reuenu,e LirrLits and

Refet'enda 70, (2023),
https://docs.legis.wisconsin. gov/misc/lfb/inform ationalpapers/j anualy2023

1B
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 19 of 57

Therefore, the Petitioners also ask that the Court assert original

jr-irisdiction and strike down Wis. Stat. S 121.905, S 121.91, and $

727.92. Local school districts rnust be allowed to provide Wisconsin's

youth with the education that they deserve

STATEMENT OF THE REASONS

WHY THIS COURT SHOULD TAKE JURISDICTION
Wisconsin's Constitution and rules of appellate procedure

authorize this Court to take jurisdiction of original actions. Wis. Const

art. VII, S 3; Wis. Stat. S 809.70. Original jurisdiction is appropriate

where "the questions presented are of such importance as under the

circumstances [] call for [a] speedy and authoritative determination by

this court in the first instance." State ex rel. Ozan n e u. Iritzgerald, 201,I

WI 43, tf 99 n.9, 334 Wis. 2d 70,798 N.W.2d 436 (Abrahamson, C.J.,

concurring in part and dissenting in part). This Court should

particularly grant such a petition when the case is a matter of

significant public concern and importance, such that it affects the

entire state. State exrel. La Follette u. Stitt, 114 Wis. 2d 358, 362, 338

N.W.2d 684 (1983); see also Jeffersoru u. Do,ne County, 2020 WI 90, '1T12,

394 Wis. 2d 602,951 N.W.2d 556.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 20 of 57

Here, the issues presented in this petition are timely and of

significant public concern and importance. They also aff'ect the entire

state.

The Petitioners' claims herein do not rely on any disputed facts.

The funding mechanisms that the Petitioners are challenging are

located in the statutory language itseif. There is therefore no fact-

finding necessary for this Court to determine their constitutionality.l6

The questions presented herein are entireiy questions of 1aw, and

as such, any lower court's decision on these issues would be reviewed

by this Court de nouo.

Finally, the statutory funding mechanisms at issue herein are

causing irreparable harm to Wisconsin's public education system.

Every additional month that goes by with these laws in place causes

public school students' irreparable harm

At a bare minimum, the Petitioners therefore believe these

programs must be halted before the next school year begins, and in

order to do so as efficiently and responsibiy as possible, this Court

would need to make a final decision by the end of this school year in

16Moreover, all the facts and frgures provided in this petrtion come directly frorn the
Respondents' own publicly released clata, which the Respondents cannot themselves
chalienge or dispute.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 21 of 57

June 2024 so that an orderLy transition of school funding can occllr

prior to the 2024-2025 school year beginning. If this Court does not

grant this petition for original jurisdiction, it is unlikely that this case

will be resolved by then

PARTIES
1. Each petitioner and hopeful plaintiff brings this original action in

their individual capacity and as a concerned citizen with standing as a

Wisconsin taxpayer and/or parent of a student in a Wisconsin public

school

2. Petitioner and plaintiff Julie Underwood is a retired attorney,

former Dean of the lJniversity of Wisconsin School of Education, and a

homeowner in Madison, Wisconsin. Ms. Ijnderwood has two

grandchildren currently attending Wisconsin public schools.

3. Petitioner and plaintiff Charles Uphoff is a former rnember of

the Oregon Schooi Board, a member of the Fitchburg Town Council,

and a homeowner in Fitchburg, Wisconsin. Mr. Uphoff has two

grandchildren currently enrolled in Wisconsin public schools

4. Petitioner and plaintiff Randy Wendt is a former police officer, a

former school counselor from the Arbor Vitae Woodrr-rff Schooi District,

and a homeowner in Minocqua, Wisconsin

21
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 22 of 57

5. Petitioner and plaintiff Father Torn Mueller is a priest in The

Orthodox Church of Arnerica and owns property in Campbellsport,

Wisconsin. tr'ather Muelier has two grandchildren currently enrolled in

Wisconsin public schools

6. Petitioner and plaintiff Angela Rappl is a special education

Iiaison for families with children with special needs in the Milwaukee

public schools system and a homeowner in Milwaukee, Wisconsin. Ms

Rappl currently has two children enrolled in Milwaukee public schools

7. Petitioner and plaintiff Dustin Imray is a resident of Madison,

Wisconsin and a parent. Mr. Imray currently has one child enrolled in

Madison public schools

B. Petitioner and plaintiff Scott Walker is a family physician in

Prairie du Chien with a child currently enrolled in the Prairie du Chien

Area School District

9. Respondent and defendant Robin Vos is the speaker of the

Wisconsin State Assembly and is responsible for enacting, maintaining,

and/or expanding the unconstitutional and destructive statutes

challenged in this petition. Mr. Vos is sued in his official capacity.

10. Respondent and defendant Jill Underly is the Wisconsin State

Superintendent of Public Instruction. Ms. Underly is sued in her

official capacity only.

22
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 23 of 57

11. Respondent and defendant Kathy Blumenfeld is the Secretary

of the Wisconsin Departrnent of Administration. The Wisconsin

Department of Administration is responsible for overseeing the budget

and state expenditures. Ms. Blumenfeld is sued in her official capacity

only

FACTS COMMON TO ALL CLAIMS

12. The private school funding laws at issue in this complaint are the

Milwaukee Parental Choice Program (Wis. Stat. S 119.23), the

Independent Charter School Program (Wis. Stat. S 118.40(2r),(2x)), the

Wisconsin Parental Choice Program (Wis. Stat. S 118.60), and the

Special Needs Scholarship Program (Wis. Stat. SS 115.7915)

13. Each program gives taxpayer funds to private schools-including

for-profit schools-and takes those funds away from Wisconsin's public

schools in a disproportionate amount

A. The history and expansion of Wisconsin's taxpayer-

funded private schools.
1. Milu;atiltee uottch,er progra,nl

14 In 1989, the Wisconsin Legislature created the Milwaul<ee

Parental Choice Program pursuant to Act 336. Under this program,

eligible Milwaukee students could receive a taxpayer funded voucher

that could be put towards tuition at a participating private school. Wis

Stat. S 11e.23(a)(bg)1

r)O
z,o
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 24 of 57

15. At the tirne, the vor"rcher proponents claimed that the Milwaukee

program was an experirnent designed to help low-income students

escape from struggling public schools in Milwaukee. Dauis, 166 Wis. 2d

at 529 ("[T]he only reasonable inference to be drawn frorn the

[Milwaukee Parental Choice Program] was that it was an experiment

intended to address a perceived problem of inadequate educational

opportunities for disadvantaged children.")

16. From the beginning, taxpayer-funded vouchers were available to

for-profit schools.lT See generally Wis. Stat. S 119.23. In addition, many

of these schools have relied heavily on voucher funding. Indeed, there

are a number of private schools that only enroll students who are being

paid for through the voucher programs

77 . Initially, vouchers were only available to one percent of students

in Milwaukee public schools. Dauis, 166 Wis.2d at 514. Those students,

rnoreover, came from families with incornes of no more than 175% of

the federal poverty levei. Id. At the same time, no individual private

school could enroll more than 49 percent of its students through the

voucher program. ld,.18

li See n.lso'loniolo, siiplo note 3, at 6

18 See T'oni,ol,o, su,prl note 3, at 4.

24
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 25 of 57

18. In 2005, Act 125 fr-rrther expanded the Milwauhee voucher

prograrn, mal<ing taxpayer-funded vouchers available to 22,500

students.le

19. Act 32, enacted tn 2011, not only eliminated the enrollment cap

but also increased the income cap to 300% of the federai poverty line

about $90,000 in 2023.20

20. The income caps are merely illusory, however. Family income is

evaluated only when the student first enrolls; once admitted, students

continue to receive taxpayer-funded vouchers even if their families'

income exceeds the cap. Wis. Stat. SS 118.60(2)(a)1.b ("The department

of public instruction may not request any additional verification of

income from the family of a pupil once the department of revenue has

verified that the pupil is eligible...").21

2I. AIso starting in 2011, high-school students could be charged

tuition-exceeding the value of their voucher-if their families' incomes

exceeded 220 percent of the federal poverty level. Wis. Stat. $

119.23(3)(3m)2

ls Id at 2.
20 Id.
21 Id. at 3

25
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 26 of 57

22. The Milwaul<ee voucher prograrn is currently funded differently

than every other voucher program in the state. Wis. Stat. S 119.23. It is
funded through an independent appropriation and after this year, wiil

not result in an aid reduction to the Milwaukee Public Schools (MPS)

Instead, Milwaukee voucher students are not inciuded in the MPS

headcount for the purposes of state equalization aid (unlike every other

voucher student in the state).

2. The Irudependent Ch,arter Sch"ool Program

23. The Wisconsin Legrslature established the Wisconsin Charter

School Program in 1993.22 The initial law permitted 10 school districts

to establish up to two charter schools each, thereby capping the total

number of charter schools at 20 statewide.

24. In 1997, the state gave chartering authority in Milwaukee to the

chancellor of the Llniversity of Wisconsin - Milwaukee, the Milwaukee

Area Technical College, and the Common Council of the City of

Milwaukee.23

22 SLotlt,tot'y Report Series Le,gislatiue. Report on Clr,o,rtet" Sch.ools 2021-2022 2, (2023),

https://dpi.wi. gov/sites/default/files/irnce/parental-education-options/Charter-
Sclrools/p cl fl 202 7 - 22 _Charter_Le gislative_Report.p df .
23 Id.

26
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 27 of 57

25. Since that time, the Legislature has made numerous changes and

expansions to the charter school program, including in 2015 Wisconsin

Act 55.2a

26. Act 55 created the independent charter school program by

allowing five different entities to authorize independent charter

schools: (a) the Office of Educational Opportunity (OEO) in the UW

System; (b) the Gateway Technical College District Board; (c) the

College of the Menominee Nation; (d) the Lac Courte Oreilles Ojibwa

Community College; and (e) the Waukesha County Executive.25

27 . During the 2021-2022 school year, 236 charter schools were in

operation and 32 of them were independent charter schools.26

28. The relevant independent charter school provisions are located at

Wis. Stat. S 118.40(2r) and (2x)

29. In2022-2023, the independent charter school program cost state

taxpayers $96.4 million and caused commensurate reductions in state

equalization fr-rnding to school districts around the state.27

2a See gen,eral,l.y ld. (surnrnartzing a1I of the changes to the charter school prograrn)
)5 Id at 2.
26 Id at 4.
27 Kava & Toniolo, su,pro note 3, at 19.

27
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 28 of 57

3. Tl'te Racine Parental Choice Progra,nt and Wiscort,sirt

Po,rental Cl'toice Pro grant

30. In 2011, the legislature created the Racine Parental Choice

Program. Initially, enrollment was limited to 250 students. Br-rt that

cap was doubled tn 2012-2013 and abolished the foliowing year.28

31. Private school vouchers were extended to the entire state in 2013

with AcL 20, which statutorily expanded the Racine program and added

the statewide Wisconsin Parental Choice Program (WPCP or "statewide

voucher program"). See generally Wis. Stat. S ttB.60.:s

32. Initially, the statewide voucher program was limited to 500

students who came from families with incomes below IB5% of the

federal poverty 1evel.30

33. For the 2014-75 school year, the enrollment cap was raised to

1,000 students. The next year, the legislature eliminated the 1,000-

student cap altogether. Instead, the participation limit was set at 1

percent of a school district's prior year enrollment for 2015-20f6 and

2076-2017.3r

28 Toniolo, sLt,prz, note 3, at 2.

2r Id.
:r0 Id .

irt Id.

28
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 29 of 57

34. This limit will increase by one percentage point each year and

will reach 10 percent rn 2025-2026. Wis Stat 118.60(2)(be)2. For the

2026-2027 school year, there will be no limit at aII. Wis Stat

118 60(2)(be)3

35. Act 55 aiso eliminated restrictions on the number of private

schools that could receive taxpayer-funded vouchers through the

statewide program.32

36. The statewide voucher program now pays for many students who

alreadv were enrolled in private schools. During the 2014-201,5

academic year, for example, B58 of 1,008 voucher students attended

private school before receiving vouchers; just 101 students came from

public schools.33

4. The uoucl"ter progranr for students u;ith disabilities

DN
t) , The Special Needs Scholarship Program (SN program) was

established through Act 55 and began accepting students for the 2016-

2017 school year. Any student with an Individualized Education

Program (ItrP) is eligible for the SN program, and the program has no

participation limits or financial requirements. tr'or the 2023-24

:\2Id.
33 Ruth Conniff, Lies, Daln.n, Li,es tt,nd Scl'r,ool Vou,clter Statistics, Wisconsin
Ilxanriner, (May 1i3,202I), https://wisconsinexarniner.com/202ll05ll3[ies-damn-lies
and-school-voucher-statistics/

29
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 30 of 57

academic year, the maximum voucher amount is set at $14,671. Wis

Stat. S 1 15.79i5(am)(a)2.b

38. Since the 2018 -2019 academic year, participating schools in the

SN program also have had the option of submitting a financial

statement to the DPI outlining the actual cost of educating a

participating student for reimbursement beyond the value of a SN

program voucher. Wis Stat. S 115.7915( c).

B. These private school funding programs send taxpayer

funds to private and for-profit schools while
simultaneously stripping resources frorn public schools.
39. All of these private school funding programs reduce the funding
provided to public school districts across the state. But importantly,

thev do not do so on an equal basis. Private school students get a larger

proportion of school district equalization aid funds on a per pupil basis

than public school students, and by a wide margin

40. Public education in Wisconsin is primarily funded through a

combination of state equalization aid and local property taxes. The

specific mix of these two revenue sources is influenced by factors such

as a district's property valuations and the amount of money spent per

pupil by the districts.3a

irl I{ava & Toniolo, sLt,pra, note 3, at 3

30
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 31 of 57

41. Because the two funding sor-lrces - state equalization aid and local

property taxes - are linked, anytime the state deci:eases state

equalization aid to a school district, the state funding must be replaced

by the iocal property tax levy if the district wants to maintain its per

student spending.3s

42. tr'or example, if school district A wants to spend $10,000 per pupil

on education in a particular year, the state funds a portion of the

$10,000 and the local property tax levy would fund the rest. The

amount of state aid provided to each school district is calculated using a

somewhat complicated formula that factors in property values in the

district and prior spending per pupil in the district. Wis. Stat. S 121.07

tr'or this example, however, assume that district A receives $6,000 per

student from the state in equalizatton and other aid. The district would

therefore have to assess property taxes on locai property to rnake up

the additional $4,000 per pupil

43. In other words, there is an inverse relationship between the state

equalization aid being provided to districts and the local tax levy

35 Id.

31
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 32 of 57

needed to fund the district's schools. As the state aid increases, local

property taxes decrease, and vice versa.3tj

44. In order to limit how much a local school district can raise
through local property taxes for education, the l,egislature put a cap -

called the "revenue limit" - on how much a school district is allowed to

raise via local property taxes to spend per student on its operations

The revenue limit cap for 2022-2023 varied per district but averaged

about $12,000 per student.3T

45. Using the same example as above, if the school district wanted to

spend $15,000 per pupil on its students rather than $10,000, the

revenue limit would not allow the ]ocal school district to raise the

funding to do so through property taxes. The locai district would only

be able to assess property taxes to raise funds up to the revenue limit

cap of approximately $12,000 per student.3s

46. Given the way this system is structured, when the state raises

the per pupil revenue limit cap, if an equivalent arnount of state aid

funding is provided, there is no impact on the local levy. If no

additional general aid funding is allocated, however, school boards then

36 Id.
rrt l{ava, su,pt'o, note 15, at 10
138
J(1,.

32
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 33 of 57

have the discretion to increase their levy by an arnolrnt matching the

additional revenue limit authority. In some cases, school districts are

required by local law to do so.

47. Equalization aid is the primary cornponent of the state general

aid, and again, the amount of equalization aid provided to each district

depends primarily on the district's property tax base and the district's

prior per pupil spending.3e Wis. Stat. S 121.07.

48. When a student enters the Wisconsin voucher program, SN

program, or goes to an independent charter schooi, the state pays their

private school tuition from an independent appropriation but also

reduces the equalization aid paid to their local school district by the

same value. Wis Stat 118.60 S (4d)(b)1

49. tr'or the current 2023-2024 school year, Wisconsin state-wide

vouchers are valued at $9,893 for grades K-B and $12,387 for grades 9-

12. Wis Stat. S 118.60(4)(bg)3. SN program vouchers have a value of

$15,065. Wis Stat. S 115.7915(4m)(a)2.b. Independent charter schools

will be paid $11,385 per student. Wis Stat. $ 118.40(2r)(e)2p

50. As described above, these amounts are deducted in full from each

district's state equalization aid allocation. Moreover, the value of the

3e Kava & Toniolo, sLlpro, note 3, at 7

tl,l
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 34 of 57

schooL vouchers and the independent charter payments being deducted

is far greater than the equalization aid provided by the state for each

student

51. tror 2023-2024, the State of Wisconsin appropriated

$5,356,290,000 in equaiizatton aid for approximately 859,846 (2022-23)

students, which amounts to an average equalization aid payment of

$6,230 per student

52. That means the average public hig'h school student in Wisconsrn

gets half of the amount of money ailocated frorn the state for his or her

education ($6,230) as compared to an eligible private high school

student ($12,387)

53. This discrepancy in per student funding will eventually result in

many school districts losing all of their equalization aid payments to

private school voucher aid reductions as these parasitic programs

continue to expand

54. When school districts lose state equalization aid due to private

school funding programs, these school districts must raise property

taxes-subject to state limits-to replenish the lost funds.a0 In practice,

4oKava, suprl, note 15, at 2

34
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 35 of 57

therefore, it "is as though the choice/voucher expansion is funded

statewide with property taxes."'rr

C. These Private School Funding Prograrns Also Force

School Districts to Levy Taxes for Education Unequally
55. The Wisconsin vouchel program, SN program, and independent

charter programs skew equalization aid and redistribute the

educational funding burden from property taxpayers in school districts

with a high percentage of voucher students to property taxpayers in

districts with a low percentage of voucher students.a2

56. This occurs because students in these private school funding

programs are counted in the equalization aid formula as students of

their resident school district, even though they do not go to district

public schools. Wis Stat. S 121.07(2)(b). This artificially increases

enrollment in school districts with a lot of students who reside in their

district but attend private schools paid for by these programs. The

increased enrolhnent is often artificial because many Wisconsin

voucher students were either previously enrolled in private schools or

entered the voucher program in kindergarten but would have never

'11 Elworthy & Soldner, DPI, Prit:ctlc, Sclt.ool Vou,ch,er lfustding and tl"te Intpa,ct ort,
Sch,ool Districts 39, (2023),
https://dpi.wi.gov/sites/default/files/irnce/sfs/pdf/WASBOAccConf 23-
PrivateSchoolVouchers. p df
42ld.

or )
r)i
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 36 of 57

enrolled in public school. These students increase a school district's

headcount for the purposes of the equalization aid formula but would

have never been counted for the purposes of equaiization aid were it
not for the private school funding programs

57 . Each of the students that enters the "public school" system by

attending a private school increases a district's overall aid payment

from the state, thereby decreasing the total pool of equalization aid

funding appropriated for all districts across the state, which in turn

increases the total property tax burden on property taxpayers in school

districts with a low percentage of private school funded students.a3

58. Conversely, these programs also increase the property tax burden

on property taxpayers in districts with eligible students through the aid

reduction scheme. Wis. Stat. S 118.60(4dxb)1

59. For example, if a student residing in Madison who is already

attending a private school in another district applies for voucher

funding for the first tirne and is eligibie during the current school year,

the Madison school district will get a reduction in its state equalization

aid in the current school year equal to the fuil voucher payment to the

private school. The reduction in aid fbr the private school funding

43 Id

36
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 37 of 57

programs is tied to where the student resides, not where the private

school he or she attends is located. In this case, because the student

resides in Madison, the Madison school district would have its state

equalization aid reduced

60. After the Madison school district equalization aid reduction

occurs because of this student, the only means the school district has to

make up for the private school student's deduction from the district's

general aid is to increase the local property tax levy. The Madison

school district is therefore having to tax its local property owners to pay

for a student to go to a private school in another district

61. Using the sarne example, in the following year, the private school

student who resides in Madison but goes to school in another district

will count as a Madison school district student for purposes of the state

equalization aid allocation. This means in the private school student's

second year in the prograrn, the Madison school district will get

additional eqr-ralization aid because it has more students. This

additional equalization aid allocation to Madison then reduces the total

pool of equalization aid available to all other school districts. In this

w&y, Madison's private schooi funded student is also actuaily being

paid for by local property tax levies across all of the remaining school

districts because they will all have to raise their local property tax

r) I
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 38 of 57

revenlles to offset the lower allocation of equalization aid they are now

getting from the state

D. Voucher schools receive minimal oversight and are

subject to few standards.
62. Unlike public schools, the voucher and independent charter

schools operate with minimal regulation and oversight. tr'or years,

critics have observed that the lack of academic oversight "contrasts

strikingly with the ever-greater attention paid to the public school

systern's p erform ance.'tr'l

63. Public schools in Wisconsin, on the other hand, are subject to

rigorous oversight by DPI to ensure that Wisconsin students are well-

educated in an appropriate environment. For instance, Wis. Stat. $

118.33 furnishes the high school graduation requirements for

Wisconsin public school students, but there are no similar

requirements for voucher school funded students; these schools can

effectively graduate any student regardless of the education they

receive. Similarly, participating voucher school teachers are not

required to have teaching certificates like public school teachers. Wis.

Stat. SS 118.60(2)(a)6.a; 118.197. Wisconsin voucher schools are not

aaEril< Gunn, \/ou,ch.ers and Public Accounta.bility, Rethrnl<ing Schools, (Fall 1999),
https;//rethinkingschools. org/articles/vor-rchers-and-public- accountability/.

38
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 39 of 57

even requirecl to have textbooks, while Wis. Stat. S 118.03 mandates

that students in public schools have them

64. The bottom line is that these voucher schools receiving public

funding to ostensibiy provide public instruction have very limited

oversight and are only required to obtain accreditation from an outside

accrediting authority and provide information to the state about

various school policies. The state superintendent does not mandate

what those policies include, however. Nor are there any requirements

about their curriculum, student promotion, suspension and expulsion,

and non-harassment.45

65. Given this lack of oversight and accountability, scams and abuse

are inevitable. Voucher schools have emerged in strip malls, rundown

office buildings, oid car dealerships, and abandoned factories

66. In 2013, for instance, a Milwaukee voucher school named

LifeSkills Academy "abruptly closed in the middle of December.)'46 The

K-B school, which shuttered after less than six years in the voucher

'15'l'oniolo, st,t,pra. note 3, at 6.

46 Ilrir-r Ilich:rrds, Mi.l,u;ou,lte,e. Vottch,er Scl"tool LifeSkills Acadern.y Closes "In, tlt.e Dead

of th,e ItIi,ght,," Jsonline.corn (Jan. I4,20I4),

https://archive.jsonline.com/news/educatron/rnilwaukee-voucher-school-closes-in-the-
dead-of-the-night-b9918385921-240125681.html (citrng a letter from the I)epartrnent
o{' Public I nstrr.rction).

39
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 40 of 57

program, received lnore than $2 million in taxpayer voucher funds.aT

Yet in its {inal full year in the voucher program, only one Lif'eSkills

Academy student was proficient in reading or math.as

67. Even though LifeSkills abruptly closed just a few months into the

school year, it retained the $202,000 in taxpayer funds it had already

received for that year. The Department of Public Instruction "is not

able to recoup public money spent by voucher schools that do not finish

the ye2v."4{l

68. The voucher programs also have attracted "pop-np schools."

These schools open to take advantage of taxpayer-funded vouchers,

collect those vouchers for a few years, and then close. The average

Iifespan for these pop-up schools is only four years.50 tr'or example, "41

percent of all private voucher schools operating in Milwaukee between

1991 and 2015 faiied."51

Ji Id.
ts Id.
le Id.
50 Joshua Cowen, How Sch,ool, Vottcher Progrctn'Ls lful't Strt,d,erut,s,TIME (Apr.
19,
2023), https://tirn e.coml627 2666/school-voucher-programs-hurt-students/.
i'r l\4ichael R. Ford & Fredril< O. Andei'sson, Deternri.rr,ottts of'Orgoni.zati.on,a,l Fcti,l.ut'e
i.r't l,lre Mi.ltL:a,u,hee School Vottch,er Progrct,rn., 47 Pol'y Stud. J. 1048 (2019).

40
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 41 of 57

E. The private schools accepting public funds are

perrnitted to deny essential services to students with
disabilities.
69. The lack of basic standards and oversight is exacerbated by the

Legislature's failure to require these private voucher and charter

schools to provide basic services and accommodations for students with

disabilities. This is no niche group. Across the country, more than one

in seven public school students receive disabilitv-related services.52

70. In Wisconsin public schools, students with disabilities are

guaranteed a range of accommodations and services to ensure that they

receive an adequate education tailored to their unique needs. The

Individuals with Disabilities Education Act (IDEA) ensures that public

school students receive a free appropriate public education in the least

restrictive setting. See 20 U.S.C. SS 1412(a)(1) & (a)(5). Section 504 of

the Rehabilitation Act of 1973 prohibits disability-based discrimination

in prograrns or activities that receive money frorn the ll.S. Department

of Education. 29 IJ.S.C . S 79a;34 C.F.R. I}a.a@). And Title II of the

Arnericans with Disabiiities Act bans disability-based discrimination by

i,2V6ronique Irwin et al., Report on, th,e Cond,iti,on of Erlu,cal,iorz, Inst. of Itrduc. Scis
NCIJS 2o23-I44rev. 15, (2023),
http s ://1aw. resource. or g/pub/us/code/blue/I ndigoRool<.p df

4T
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 42 of 57

state and local governments. See 42IJ.S.C. SS 12131(1) & 72132;28

C.F.R. S 35 130(a)

7f . In Wisconsin public schools, these federal lequirements are

irnplemented by a detailed set of state laws.53 These laws have enabled

millions of students to be educated at local schools, with adequate

support and services, alongside their peers who do not have disabilities

72. Not so in voucher schools. Despite their hundreds of miilions of

dollars in taxpayer funding, the Legislature has not mandated that

Wisconsin voucher schools provide even basic services to students with

disabilities.5a According to the state, "as a private school, a Choice

school is only required to offer services to assist students with special

needs that it can provide with minor adjustments."55

73. In response to a recent inquiry from the U.S. Department of

Justice, the Wisconsin Department of Public Instruction confirmed that

ir3 Ernily Hicks, Oueruieta of State ond !-ederal Special Edu,ca,tion L,a,ws,
$ss ge,nerally
Wis. Legis. Council, IM-2OZI-12 3-B (202I),
lrttps://docs.legis.wisconsin.gov/rnisc/lc/information-rnemos/20211tn-202I-I2
5a See, e.g., Barbara Miner, Vouch,ers, Rethinking Schools (Winter 200312004),

https://rethinkingschools. org/articles/vouchers-special-ed-stuclents-neecl-not-apply/
(several Milu'aul<ee voucher schools do not serve children in q'heelchairs or children
"who are unable to clirnb stairs").
55 2023-2024 Oueruiew of Priuate Sclt,ool Clt.oice Programs i.n,I4/iscortsr.n, Dep't of

Pub. Instruction 2, https://dpi.wi.gov/sites/clefault/files/irnce/parental-eclucation-

options/Choice/Str"rdent-Application-Webp a ge/Irinal--
_Overview-of-Private-SchooI-Choice-Pro gram s-in-Wisconsin-Ha n dout-2 3 - 2 4.p df
(last visited October I1,2023).

42
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 43 of 57

it "has no authority to address discrimination against [vouc]rer

students with disabilities] outside the adrnission context."i)(i

7 4. For students with disabilities, the difference between public

schools and private schools is striking

a Private schools are not required to provide a "free appropriate

public education" under IDEA, 20 IJ.S.C. SS 1412(a),I4I4(d)

b. Private schools are not required to place students with

disabilities in the ieast restrictive environment. 1d. $ la12@)

c Title II of the Americans with Disabilities Act does not apply

to private schools.r'7

d. Private school students have little protection against

disability-related discipline. See 20 IJ.S.C. S 1415(k)(1)(E)-(G); 3a

C.F.R. SS 300.530-300.536. In fact, Wisconsin voucher schools "*ay

legally expel students with disabiiities if staff determines they

cannot accommodate their needs with minor adjustrnents or deem

their behavior too disruptive."i's

56 Letter frorn Robert A. Soldner, Asst. State Superintendcnt, Dep't Pub. Instruction,
to U.S. Dep't of Justice, C.R. Div.-Ecluc. Opportunities Section 2 (I)ec. 75,2020),
lrttps://www.docurnentcloud.org/documents 1237 87 47 7 -doj-letter_disability-related-
discrirnination- cornplaint-process-fina1_ras- si gne cl.
5i $un Claire Raj, Coerced Ch,oice: Sch,ool Vort,clt,ers ond, Stu.dents ui,t/r. Disabi.l.ities, 68
Emory L.J. 1037, 1052-1053 (2019).
58 Phoebe Petrovic, Federa,l, State Laru Pernrit Disobi.lity Discrirn,inol,i.on, i,n

Wisconsin Vour:h,er Schools, Wis. W:rtch (Mav 30, 2023),

43
Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 44 of 57

e Private schools are also not required to keep parents itrfortned,

let alone allow parents to participate in developing an education

program tailored to their children's disabilities. See 20 U.S.C

s 1414(d)(i)(B)

75. These services and protections are unavailable even to students

who participate in the inaptly named Special Needs Scholarship

Program, Wis. Stat $ 115.7915. Instead of ensuring that students with

disabilities receive basic services in private schools, the Legislature

required DPI to prepare a detailed, two-page chart highlighting just

how few protections the Special Needs voucher program offers to

students with special needs.5e

76. In December 2020, DPI also terminated its "formal disability-

related discrimination complaint procedure."60 This drastic step was

necessary, says DPI, to "avoid giving complainants false hope that DPI

https://pbswi.sconsin.org/news-itern/fecleral-state-lau,-perrnit-disability-
discrimiiration-in-wisconsiu -voucher- schools/.
ire$sg gettero,lly, Cont,palison of Ri,ghts of'St,tt,dent,s u,i.t,h Di,sobi.l,il,ie,s and theit'
Fanr,ilies Und,er Sta,te o.nd !'ecl,eral Speci,al lld.u,cal,ion Laru ond Uruder tlt,e WiscorLsirt,
Speciol ltleeds Scltolarsh.ip Progrorn, Dep't of Pub. Instructiou, PI-SNSP-0002,
https://dpi.wi. gov/sites/default/files/irnce/parental-education-options/SNSP 12020-
21_Cornparison*Docunent.pdf (last visited October 1I,2023) (citing Wis. Stat. $
115.7915).
60 Petrovic, stl,pra,.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 45 of 57

has the ability to address their concerns" about voucher schools'

discrimination against students with disabilities.(j1

77 . Combined with other features of the private school fr-rnding

programs, the lack of disability protections has produced perverse

incentives. There have been reports that some participating private

schools enroll students with disabilities at the beginning of the school

year but then expel some or all these students immediately after the

annual headcount on the third Friday of the school year. This practice

allows private schools to receive state payments without incurring the

costs of actually educating students with disabilities.

78. tr'or the expelled students, who required extra services even

before their abrupt expulsions, the educational disruption is

intolerable. In the end, public schools remain responsible for educating

these students-but with fewer resollrces than before

F. The State Irnposed Revenue Lirnit Places Further

Financial Strain On Local School Districts.

79. The revenue limit under Wis. Stat. S 121.905, S 121.91, and $

72I.92 places a literal cap on how much revenue a school district can

spend per pupil and consequently raise. The lirnit is based on a

6t Id

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 46 of 57

statutory formula that varies for each school district but is typically

about $12,000 per student.(i2

80. The revenue limit has not grown at a fast enough rate to keep up

with inflation and has accelerated the decline of the quality of

education avaiiable to students in Wisconsin

81. Ultimately, the revenue limit prevents school districts from

operating as they see fit and providing the education that Wisconsin

students deserve

82. The legislatively created revenue limit is an integral part of the

levy, assessment and collection of district taxes.

83. The legislatively created revenue limit - if it has a legitimate

purpose at all - serves only local purposes: it limits the amount of

funding local school districts can raise to spend on their local schools

and it limits the amount of property taxes that the iocal school district

can coilect from local property owners.

CAUSES OF ACTION

84. Petitioners incorporate by reference paragraphs 1*83

62Kavt\, su,prl. note 15, at 10

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 47 of 57

COUNT 1:
THE MILWAUKEE PARENTAL CHOICE PROGRAM,
THE INDtrPEI.{DENT CHARTER SCHOOL PROGRAM,
THE WISCONSIN PARENTAL CHOICE PROGRAM, AND
THE SPECIAL NEEDS SCHOLARSHIP PROGRAM
ALL VIOLATE THE PUBLIC-PURPOSE REQUIREMENT
OF THE WISCONSIN CONSTITUTION
85. lJnder the Wisconsin Constitution, "public funds can only be used

for public purposes." State ex rel. Warren u. Rettter, 170 N.W.2d 790,

790 (Wis. 1969)

86. Although in 1992 the Wisconsin Supreme Court rejected a public-

purpose challenge to the Milwaukee voucher program, circumstances

have changed dramatically since that decision in Dauis u. Grouer, 480

N.W.2d 460 (Wis. 1992)

87. In Dauis, the majority repeatedly stressed that the Milwaukee

voucher program was "experimental." Id. aL 473,474,477; see also id

at 477 (Ceci, J., concurring) (using "experimental" four times in an B-

p aragraph concurrence)

BB. More than 30 years later, the state's original experimental

voucher program has morphed and mr-rltiplied. The assumptions

underlyin g Dauis no longer apply

89. These programs divert significant resources away from public

schools, weaken the public education system, and will continue to do so

until the public education system breaks entirely. Rather than creating

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 48 of 57

better educational opportunities for al} students, the prograrrs

primarily serve as a conduit for public funds to flow to private

businesses

90. The private school funding programs all spend taxpayer funds in

violation of the public-purpose requirement

91. Spending more public funds for a student to go to private school

than are allocated for a student to go to public school serves no public

purpose

92. Structuring a private school funding system that is designed to

act like a cancer on the public schooi systern serves no public purpose

93. Spending public funds on private schools that do not have the

same educational standards and oversight as public schools serves no

public purpose

94. Spending public funds on private schools that are permitted to

deny essential services to students with disabilities serves no public

purpose

95. The court should therefore declare the following statutes

unconstitutional: the Milwaukee Parental Choice Program (Wis. Stat. $

I1,9.23), the Independent Charter School Prograrn (Wis. Stat. $

1I8.40(2r),(2")), the Wisconsin Parental Choice Program (Wis. Stat. $

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 49 of 57

118.60), and the Special Needs Scholarship Program (Wis. Stat. $$

115.7915)

96. The court should also permanently enjoin the Respondents frorn

implementing these unconstitutional programs

COUNT 2

THE MILWAUKEE PARENTAL CHOICE PROGRAM,

THE INDEPENDENT CHARTER SCHOOL PROGRAM,
THE WISCONSIN PARENTAL CHOICE PROGRAM, AND
THE SPECIAL NEEDS SCHOLARSHIP PROGRAM
VIOLATE THE UNIFORM TAXATION CLAUSE
97. The legislatively created private school funding programs are an

integral part of the levy, assessment and collection of district taxes

98. As this Court stated rn Bu,sy:

Negative-aid payments are not part of the levy,

assessrnent or collection of . . . district taxes,
but they are . . . an integral part of the taxing
process, and subject to those constitutional
rules which relate to the distribution and
disbursernent of tax proceeds.,Busy, 7 4 Wts.2d
at 574.

99. Under the Wisconsin Constitution, "[t]he rule of taxation shall be

uniform." Wis. Const., art. VIII, $ 1. This is called the "Uniform

Taxation Clause."

100. Because of the Uniforrn Taxation Clause, "the state cannot

compel one school district to ievy and collect a tax for the direct benefit

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 50 of 57

of otlrer school districts, or for the sole benefit of the state." Bttse u

Snitl't,74 Wis. 2d 550, 579 (Wis. 1976)

101. School districts are funded up to the state-imposed r:evenue lirnit

by state aid and/or local property tax levies

I02. In other words, state aid is linked directly to local property taxes

103. When a school district's state aid appropriation is increased, it

lessens the burden on the local taxpayer. When the state aid

appropriation is decreased to fund voucher programs, on the other

hand, the converse is true, and local property taxpayers are often

required by their local taxing authority to make up the difference.

I04. The varying private school funding programs result in different

equalization aid reductions and cause different tax increases around

the state vioiating Art. VIII, Sec. 1 of the Wisconsin Constitution

105. Under Art. VIII, Sec. 1, of the Wisconsin Constitution, local taxes

must be used locally. Id aL 572. "8y taxation is meant a certain mode of

raising revenlle for a public purpose in which the community that pays

it has an intere st." Id aL 577 (Quoting Sharpless u. Philadelphia, 2I Pa

st. 148.")

106. The current private school funding programs redistribute the

property tax burden across the state so that local taxes are no longer

being used locally

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 51 of 57

I07. 'lhe redistribution occurs because, for example, new students

who were never enrolled in public schools or were never going to be

enrolled in public schools increase a school district's equalization aid

payments by artificially increasing a schooi district's headcotint. This

artificially inflated headcount increases the district's aid payrnent, and

when one district's equalization aid payments increase, every other

school district's equalization aid payment must decrease

108. That in turn forces every other district to rely more heavily on

propertv taxes to fund their schools and can cause residents in districts

without private schooi funded students to face a rise in their property

taxes

109. These programs, on their face, also violate the rule of uniforrn

taxation set forth in Art. VIII, Sec. 1, of the Wisconsin Constitution

because they allow eligible students to attend private schools outside of

their district, which rnoves local tax dollars into another taxing

authority.

110. The Court should therefore declare the following statutes

unconstitutional: the Milwaukee Parental Choice Program (Wis. Stat. $

119.23), the Independent Charter School Prograrn (Wis. Stat. $

118.40(2r),(2x)), the Wisconsin Parental Choice Program (Wis. Stat. $

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 52 of 57

118.60), and the Special Needs Schoiarship Prograrn (Wis. Stat. $$

115.7915).

111. The Cor.rrt should also permanently enjoin the Respondents from

implementing these unconstitutional programs

COUNT 3:

THE MILWAUKEE PARENTAL CHOICE PROGRAM,

THE INDEPENDENT CHARTER SCHOOL PROGRAM,
THE WISCONSIN PARENTAL CHOICE PROGRAM, AND
THE SPECIAL NEEDS SCHOLARSHIP PROGRAM
VIOLATE THE SUPERINTENDENT SUPERVISION CLAUSE
II2. Art. X, Sec. 1 of the Wisconsin Constitution instructs that "the

supervision of public instruction shall be vested in a state

superintendent and such other officers as the Iegisiature shall direct

ll

113. "[T]he office of state Superintendent of Public Instruction was

intended by the framers of the constitution to be a supervisory position,

and that the "other officers" mentioned in the provision were intended

to be subordinate to the state Superintendent of Public Instruction"

TLtontpson u. Crct,ney,799 Wis. 2d 674,698 (Wis. 1996)

7I4. Under the current statutory scheme, the private school funding

prograrns have created a duai public instruction system in Wisconsin

one for traditional public school students and one for private school

funded students

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 53 of 57

115. The private school funding prograrns do not provide the state

superintendent with sufficient supervisory control over participating

private schools

116. Instead, for example, Wis. Stats. S 115.7915, S119.23, and

S118.60 give the voucher schools the authority to supervise themselves,

directiy violating both Article X S 1 of the Wisconsin Constitution and

Tl"ton'tpson u. Craney

II7. Wis. Stats.S 115.7915, SII9.23, and $118.60 provide no

supervisory authority to the state superintendent, only the authority to

withdraw funding if a voucher school fails to meet very minimal

expectations

118. Sirnilarly, none of the individuals with control or authority over

the voucher or independent charter schools is subordinate to the state

superintendent as required by Article X S 1 of the Wisconsin

Constitution

119. The Court should therefore declare the following statr-rtes

unconstitutional: the Milwaukee Parental Choice Prograrn (Wis. Stat. $

I79.23), the Independent Charter Schooi Program (Wis. Stat. $

118.40(2r),(2x)), the Wisconsin Parental Choice Program (Wis. Stat. $

118.60), and the Special Needs Scholarship Program (Wis. Stat. $$

115.7915)

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 54 of 57

I2O. The Court should also permanently enjoin the Respondents from

irnplementing these unconstitutional prograrns

COUNT 4

THE LEGISLATURE'S IMPOSED REVENUE LIMIT

VIOLATES THE UNIFORM TAXATION CLAUSE
AND ART. X, SECTION 4 OF VIISCONSIN'S CONSTITUTION.

l2I. Under the Wisconsin Constitution, "[t]he rule of taxation shall be

uniform." Wis. Const., art. VIII, $ 1. This is called the "Uniform

Taxation Clause."

722. Because of the Uniform Taxation Clause, "[i]t is well established

that there are certain inherent limitations and restrictions on the

power to tax, particularly as they relate to territorial equality and

uniformity." Buse, 74 Wis. 2d at 576. For example, the Legislature may

not "tax a local subdivision for a purely local purpose" or "corrrpel such

subdivision to tax itself for such a purpose." Id

723. The revenue limit at issue here is the Legislature doing the exact

opposite. Instead of attempting to impose a tax on a local subdivision

for a pureiy local purpose, the Legislature here has prohibited the locai

subdivisions from being able to impose a tax on themselves for purely

local purposes

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 55 of 57

I24. If the Legislature cannot force a local sr,rbdivision to levy a tax for
local purposes, it surely cannot prohibit the local subdivision from

doing so

I25. This Court should therefore declare that the revenue lirnit is

unconstitutionai for the same reasons articulated in Bu,se

126. The revenue limit also violates Art. X, Section 4 of Wisconsin's

Constitution

I27 . This Court tn Buse examined Section 4's legislative history in

detail. Buse, 7 4Wts.2d at 572.In so doing, the Bttse court noted that

local school districts "retain the control fover the Legislature] to provide

educational opportunities over and above those required by the state

and they retain the power to raise and spend revenue '. for the

support; of common schools therein, . . . ' These rights of the local

districts have their foundations in the constitution." 1d.

728. The revenue limit authorized by Wis. Stat. S 121.905, S 121.91,

and $ I2I.92 places a statutory cap on the amount of funding a school

district can raise via local property taxes per str-rdent

I29. The statutory revenue cap imposes limitations on school districts

and prevents them from providing the educational opportunities to

students that they believe are appropriate

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 56 of 57

130. The revenue limit authorized by Wis. Stat. S 121.905, S 121.91,

and $ I21.92 unconstitutionally interferes with a school district's right

to determine what educational subjects it will offer and to raise and

spend revenue to make those educational off'erings in violation of Art.

X, Sec. 4 of Wisconsin's Constitution.

131. The Court should therefore declare the following revenue limit

statutes unconstitutional: Wis. Stat. SS 121.905, 121.9I, andI2I.92.

132. The Court should also permanently enjoin the Respondents from

implementing any statutory scheme which interferes with a school

district's constitutional right to raise revenue for purely local purposes.

PRAYER FOR RELItrF

If the Court grants this petition, the Petitioners wili seek the

following relief:

A. A declaration that the private school funding programs described

herein violate Wisconsin's Constitution.

B. A declaration that the revenue limit described herein violates

Wisconsin's Constitution.

C. An order permanently enjoining all Respondents from approving

the distribution of, or otherwise providing funding for, any of the

private school funding programs described herein.

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Case 2023AP001896 Petition for Original Action Filed 10-12-2023 Page 57 of 57

D. An order permanently enjoining all respondents from placing or

otherwise enforcing lirnitations on a school district's constitutional

right to raise revenue for local plrrposes

E. An award of the attorneys' fees and costs incurred

F. All other remedies authorized by law

Respectfully submitted,

/s/ Brio,n H. Potts

Brian H. Potts (Bar No. 1060680)
PnnxINs CoII; LLP
33 E Main St, Ste 201
Madison, WI 53703-3095
(608) 663-7 460
BPotts@perkinscoie. com

Frederick B. Melms (Bar No.

1093957)
FnBopRTCK MEI,MS ATToRNEY AT
I,AW
PO Box 212
Woodruff, WI 54568
(715) Be2-3023
[email protected]

Coun sel, for Petitioners

57