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Methodology

How ThinkKits calculates scores, identifies peers, determines funding eligibility, and surfaces insights. Full transparency into every metric.

Data Sources Health Score Peer Matching Funding Eligibility Bright Spots Update Cadence Limitations

1. Data Sources

Every metric in ThinkKits is derived from verified, publicly available federal and state datasets. We never estimate or infer data points — if it's not in a federal source, we don't show it.

SourceAgencyPrimary UseFrequency
NCES Common Core of DataDept. of EducationSchool identification, enrollment, demographicsAnnual
Census SAIPECensus BureauPoverty estimates for Title I formulasAnnual
USAC E-RateFCC / USACTechnology spending, vendor commitmentsQuarterly
CRDCDept. of Ed / OCRDiscipline, AP enrollment, staffing, expendituresBiennial
EDFactsDept. of EducationAssessment proficiency, graduation ratesAnnual
F-33 Finance SurveyNCES / CensusRevenue, per-pupil expenditureAnnual
Title I/II/III/IV-ADept. of EducationFederal program allocationsAnnual
IDEA Part BDept. of Ed / OSEPSpecial education fundingAnnual
DOE Teacher Shortage AreasDept. of EducationShortage Map — teacher staffing gapsAnnual

See our full Data Source Catalog for complete source documentation, or review our Data Quality & Validation report for coverage metrics and accuracy cross-checks.

2. School Health Score

The School Health Score is a composite 0-100 metric designed to give a quick, at-a-glance assessment of a school's resource adequacy and student outcomes. It combines three weighted dimensions:

2.1 Dimensions

DimensionWeightInputs
Funding Adequacy40%Per-pupil expenditure vs. state median, Title I allocation ratio, E-Rate discount rate
Demographic Equity30%FRL rate, poverty concentration (SAIPE), student-teacher ratio vs. state median
Performance Indicators30%EDFacts proficiency rates (math + reading), chronic absenteeism rate (CRDC), graduation rate (where applicable)

2.2 Calculation

Each dimension is normalized to a 0-100 scale using min-max normalization within the school's state. The composite score is a weighted average:

Health Score = (Funding_Norm × 0.40) + (Equity_Norm × 0.30) + (Performance_Norm × 0.30)

Schools with missing data in one dimension receive a weighted score from the remaining dimensions. If more than one dimension is missing, no Health Score is calculated.

Important

The Health Score is a screening tool, not a definitive judgment of school quality. It is designed to surface schools that may benefit from additional resources — not to rank schools against each other. Always combine with qualitative context.

3. Peer Matching Algorithm

The Peer Comparison tool identifies schools that are statistically similar to a selected school. Peer matching uses a nearest-neighbor approach across the following features:

3.1 Matching Features

3.2 Distance Metric

We use a modified Gower distance that handles both continuous and categorical variables:

d(A, B) = Σ wᵢ × dᵢ(A, B) / Σ wᵢ where dᵢ = |xA - xB| / range(xᵢ) for continuous variables dᵢ = 0 if match, 1 if mismatch for categorical variables

The 5 most similar schools are returned as peers. Users can adjust weights to prioritize certain matching criteria.

4. Funding Eligibility Rules

ThinkKits determines funding eligibility using the same criteria that federal agencies use for allocation formulas. We do not estimate eligibility — we apply the published rules.

4.1 Title I (ESEA Section I)

4.2 Title IV-A (Student Support and Academic Enrichment)

4.3 IDEA Part B (Special Education)

4.4 E-Rate (Universal Service)

5. Bright Spot Identification

A "Bright Spot" is a school that achieves better-than-expected outcomes given its demographic and funding profile. We identify them using a residual analysis approach:

  1. Build a regression model predicting performance (EDFacts proficiency) from demographics (FRL rate, enrollment, locale) and funding (per-pupil expenditure)
  2. Calculate the residual for each school: actual performance minus predicted performance
  3. Schools with residuals in the top 10% (outperforming expectations by the widest margin) are flagged as Bright Spots

This approach ensures Bright Spots aren't simply affluent schools with high scores — they are schools doing more with less or achieving outsized results given their context.

Methodology Note

Bright Spot analysis requires EDFacts proficiency data, which is not available for all schools. Schools without assessment data are excluded from Bright Spot calculations but are still included in all other tools.

6. Update Cadence

Data SourceRefresh FrequencyTypical Lag
NCES CCDAnnual~12-18 months (SY 2024-25 data available fall 2025)
E-Rate (USAC)Quarterly~1-2 months from filing
SAIPE PovertyAnnual~18 months
CRDCBiennial~24 months
EDFactsAnnual~12-18 months
F-33 FinanceAnnual~18-24 months
Grants.govDailySame day
USASpendingMonthly~30 days

ThinkKits ingests new releases within 48 hours of publication. Derived metrics (Health Score, Bright Spots) are recalculated after each major data refresh.

7. Limitations & Caveats

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