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JOAXXX10.1177/1932202X20937633Journal of Advanced AcademicsYaluma and Tyner
Article
Journal of Advanced Academics
Abstract
This article tests hypotheses by examining variations in the percentage of elementary
and middle schools offering gifted and talented programs as well as gifted student
participation and representation between 2012 and 2016. Using the Office of Civil
Rights and the National Center for Educational Statistics (NCES) Common Core
data, we find that between 2012 and 2016, the percentage of schools with gifted
programs declined slightly. Crucially, gifted participation is increasing faster in
low-poverty schools than in high-poverty schools. Furthermore, suburban schools
became more likely to have gifted programs than urban, rural, or town schools.
However, gifted participation by urbanicity decreased across all four locales. Using
only 2016 data, we show that students who are Black and Hispanic continue to
be statistically underrepresented. We conclude with a brief discussion and policy
implications.
Keywords
gifted, gifted and talented, participation, representation, race, low-income, high-
poverty, local norms, universal screening, policy, education policy, trends, gifted gap
1
The Ohio State University, Columbus, USA
2
The Thomas B. Fordham Institute, Washington, DC, USA
Corresponding Author:
Christopher B. Yaluma, Page Hall, 1810 College Rd., Columbus, OH 43210, USA.
Email: yaluma.1@osu.edu
Yaluma and Tyner 29
Introduction
This article examines variations in the percentage of elementary and middle schools
offering gifted and talented (GT) programs as well as gifted student participation and
representation between 2012 and 2016. Gifted programing may be in decline because
of political backlash as well as the cyclical nature of interest in gifted programs.
According to Jolly (2009), “no other special group of children has been so alternately
embraced and repelled with so much rigor by educators and laypersons alike” (p. 37).
This has led to “either or” propositions, such as the recent recommendation by a panel
of investigators to eliminate all gifted programs in New York City public schools
(Shapiro, 2019). Jolly (2009) also notes that the discourse on excellence and equity
often mirrors the pendulum swing of society’s priorities. When there is a perceived
need to compete in science internationally, excellence is sought and GT programs
become a national priority. As public attention moves toward equity, however, politi-
cal support for gifted education may weaken as opponents of the programs often frame
them as vehicles of inequity.
The objective of this study is twofold—first, we analyze variability in access to GT
programs among all public elementary and middle schools in the United States. Then
we examine variability in representation and participation of students from low-
income and minority backgrounds in GT programs during the study period. Drawing
from the recent history of accelerated programming in the United States, we develop
three hypotheses about how GT programs may have changed in recent years and test
them by analyzing national data and conducting descriptive analyses. Specifically, we
test hypotheses related to changes in the prevalence of gifted programming, overall
GT participation, and GT participation by students from underrepresented groups.
The layout of the article is as follows. First, we begin with a brief historical back-
ground that lays out the history of differentiation programs and the controversies
around “tracking.” Next, we review the literature on the participation of students from
underrepresented groups in gifted programs. With this background in mind, we then
present our research questions and hypotheses before explaining our data sources and
research methods. Then we lay out our findings in the following sections, concluding
by discussing study limitations, offering discussion of policy implications, and sug-
gesting future research directions.
students in a democracy should have a broad education. Twenty-six years later, the
National Education Association (NEA) released its Cardinal Principles of Secondary
Education, which, among other things, favored a differentiated curriculum in schools.
In contrast to the recommendations of the Committee of Ten, the Cardinal Principles
argued for curricula to meet the needs of different types of students, as its supporters
believed that “cultivating student’s intellectual powers” was essential only to a few
students who would go to college (Loveless, 1999, p. 32). Since this era, it has been
common for American schools to offer differentiated programs (Gamoran, 2010;
Wheelock, 1994).
In more recent years, the so-called “tracking wars” have seen debates among par-
ents and educators on the value of differentiated programming and its impacts on
achievement gaps. In her seminal 1985 book Keeping Track: How Schools Structure
Inequality, Jeannie Oakes identified inequality as a leading problem in education and
“tracking,” which she defined as “the process whereby students are divided into cate-
gories so that they can be assigned in groups to various kinds of classes,” as a key
driver of inequality (Oakes, 2005, p. 3). In fact, tracking often refers more specifically
to the use of differentiated programming with relatively rigid grouping and long times-
pans, such as when students are separated into academic and vocational pathways that
persist over years. For example, Lucas (1999) refers to tracking as “the practice of
dividing students into programs that rigidly prescribed their course of study and that
admitted little opportunity for mobility from program to program” (p. 1).
The “tracking wars” both elevated these issues and prompted many equity-minded
educators to oppose the concept of different classes for students achieving at different
levels. For example, the National Governors Associations, the NEA, and the National
Council of Teachers of English (NCTE) have recommended complete elimination of
rigid, non-flexible tracking on the grounds that the practice was inequitable (Worthy
et al., 2009). Still, objections to the elimination of differentiated programs have come
from educators and parents who believe that cutting the programs would compromise
the education of academically exceptional students or high achievers (Oakes, 2005).
In California during the late 1980s, the California Association for the Gifted (CAG)
also opposed the elimination of separate accelerated programs, arguing that gifted
children deserved to have access to programs that challenged them (Loveless, 1999).
Advocates asserted that “gifted students were as far from the norm and as ‘needy’ of
separate learning environments as low-IQ students” (Oakes, 2005, p. 221). While
some programs were merely re-branded, reforms during this era led to the elimination
of programs or increased flexibility (Oakes, 2005). Some GT programs would there-
fore be regarded as flexible “ability grouping” rather than rigid “tracking.”
When differentiated programs were eliminated, schools sometimes found that the
changes had unintended consequences. Scholars have pointed out that, ironically, the
dismantling of formal tracking programs may have contributed to the “increased infor-
mational gap between parents of middle- and upper-middle-class students and parents
of low-income and minority students by removing clarity about the system that once
existed” (Worthy et al., 2009, p. 227). More fundamentally, Loveless (1999) argues
that the concerns about increased inequality due to tracking do not align with the data.
Yaluma and Tyner 31
Schools that moved to eliminate differentiation in the 1980s were doing so as mea-
sures of educational inequity, such as the black–white test score gap, were falling. Yet
in the period after the mid-1980s, when Oakes and other reformers successfully
worked to eliminate many forms of differentiation, measures of inequality rebounded
and inequality continued to increase throughout the 1990s.
Representation Index (RI), an index that denotes the degree to which a certain group
of students is represented in the gifted population compared with the total student
population, they reported that at the national level, “African American, Latinx, and
Native American students remain underrepresented (2016 RIs of 0.57, 0.70, and 0.87,
respectively) and European American and Asian American students remain well rep-
resented (RIs of 1.18 and 2.01, respectively)” (p. 276). In addition, students with lim-
ited English proficiency (LEP) and those who received services under IDEA also
continue to be underrepresented in gifted programs. They also note that “simply hav-
ing state mandates does not appear to translate to proportionality” (p. 280).
To analyze variation in gifted identification within a southern, urban public school
district that used a cognitive test for identification, Carman et al. (2018) concluded that
the use of Cognitive Abilities Tests (CogAT) exhibited demographic group differences
which leads to disproportional identification. They suggest that instruments that
Display group differences (which includes all cognitive-related tests) should only be used
as part of a GT identification process with the understanding that users may not achieve
the results they seek (proportional identification) solely through the use of a nonverbal
instrument. (p. 204)
Other scholars (Hodges, Tay, Maeda, & Gentry, 2018) suggest that to have propor-
tional identification, traditional methods of identification (i.e., IQ and standardized
achievement tests) should be used in combination with nontraditional methods of
identification (i.e., nonverbal tests, student portfolios, affective checklists). Despite
concerns about the limitations of using standardized tests for gifted screening, school
districts continue to over rely on these methods for identification. Callahan et al.
(2017) used three leveled surveys of 1,566 school district personnel respondents (ele-
mentary, middle, and high school) in separate school districts and found that “sixty
percent of the district coordinators reported using a predetermined score or percentile
on an intelligence/aptitude test or achievement test as the qualifying criteria for receiv-
ing gifted education services automatically” (p. 29).
Other studies have also consistently documented the academic achievement gaps
that exist among racial/ethnic subgroups and low-income students (Evans, 2005; Flores,
2007). While the reasons for the disparities are likely multiple, overwhelming evidence
shows that Hispanic, Black, and students from low-income backgrounds tend to enter
school less prepared than their White, Asian, and more affluent peers (Flores, 2007).
Differences in resources, family structure, and access to quality educational programs
have consequences that likely drive these disparities in academic preparation, with later
consequences for who will be identified for acceleration.
A related issue is the wide variation in the achievement level of students in any given
classroom, school, or grade. Firmender et al. (2013) analyzed 1,149 students in five
diverse elementary schools, including a GT magnet school, and found a range in read-
ing comprehension of nine grade levels among third graders. Among fourth graders in
those schools, the range was 11 grade levels. These inequalities may come in various
forms including “excellence gaps”—differences between subgroups of students
Yaluma and Tyner 33
performing at the highest level (Plucker & Peters, 2020). Plucker et al. (2013) have
argued that underrepresentation (lack of equity) has contributed to large and growing
excellence gaps. Peters and Engerrand (2016) have argued for a scalable method that
could help balance the seemingly competing goals of equity and excellence. To some,
the development of excellence is all that matters. However, research evidence suggests
that excellence and equity do not need to be at odds (Harris & Plucker, 2014; Wright
et al., 2017).
Studies (notably Card & Giuliano, 2016) have shown that it is possible to combat
underrepresentation while also maintaining rigorous standards. Screening procedures
based on recommendations and referrals may discriminate against students from low-
income and minority backgrounds whereas universal screening may increase their par-
ticipation (Card & Giuliano, 2016). Other alternatives that might mitigate
underrepresentation of students from low-income and minority backgrounds include
nontraditional identification methods (Hodges, Tay, Maeda, & Gentry, 2018). Hodges
et al. provide evidence that nontraditional methods narrow the proportional identifica-
tion gap between underrepresented and represented populations. However, they con-
tend that nontraditional methods alone do not address the issue of education inequity.
To address education inequity and effectively deal with disproportionality, they sug-
gest the use of nontraditional methods of identification in conjunction with other
pathways.
With the lessons of the “tracking wars” in mind, it is worthwhile to assess the extent
to which access to GT programs for low-income and minority students may be increas-
ing or decreasing over time as well as potential changes in the prevalence of schools
offering gifted programs. Pointing to connections between policy, funding, and
inequality, Kettler et al. (2015) found that only Florida and Virginia had “policies and
plans to provide equitable funding for gifted education to ensure equitable distribution
of programming opportunities” (p. 102). They showed that rural schools, small
schools, and schools with larger economically disadvantaged populations allocate less
fiscal and human resources to gifted services. Indeed, schools in rural areas have
unique challenges and the complexities of rural gifted education require nuance.
Rasheed (2020) reviewed the literature on rural gifted education and noted that fund-
ing constraints in many rural schools imply that gifted testing is only offered to those
students who are referred for gifted identification. Puryear and Kettler (2017) com-
pared gifted opportunities in rural versus non-rural districts in Texas, finding that
“gifted and potentially gifted students living in rural locations tend to have fewer
opportunities for gifted education services than students living in nonrural locales”
(p. 151). Lawrence (2009) conducted a comprehensive review of the literature from
1990 to 2003 and found that students in rural settings are less likely to be identified as
gifted and generally have fewer opportunities for gifted education services. Comparing
types of non-rural schools, Baker (2001) found that students in districts that are large,
suburban, or both large and suburban, are more likely than those in urban districts to
have access to GT programs.
Focusing on student factors, Peters, Gentry, et al. (2019) describe trends in gifted
participation by student race/ethnicity, LEP status, and students with disabilities,
34 Journal of Advanced Academics 32(1)
finding that participation for these groups varies based on state gifted mandates such
as whether a state mandates gifted identification, accelerated services, or both. The
present study extends this work by describing trends in access to and participation in
GT programs for schools of different sizes, with different levels of student poverty,
and different settings (urban, suburban, town, and rural). We also analyze race/ethnic-
ity trends specific to high-poverty schools to determine whether they differ from over-
all national trends. By contextualizing these trends, we are able to explore the extent
to which school and locational factors may impact GT programs.
Research Questions
1. Research Question 1: Are elementary and middle school gifted programs
becoming less common between 2012 and 2016? If so, to what extent?
2. Research Question 2: To what extent did overall gifted student participation
decline between 2012 and 2016?
3. Research Question 3: During the same time period, is there a decrease in
gifted student participation and representation of students who are Black and
Hispanic in high-poverty schools? If so, to what extent?
Hypotheses
Hypothesis 1: The proportion of schools with gifted programs has not changed
overtime. In other words, there is no difference between 2012 and 2016.
Alternative Hypothesis 1: The proportion of schools with gifted programs has
fallen between 2012 and 2016.
Hypothesis 2: The proportion of students enrolled in gifted programs, especially in
high-poverty schools and across locales, has not changed between 2012 and 2016.
Alternative Hypothesis 2: The proportion of students enrolled in gifted programs,
especially in high-poverty schools and across locales, has decreased between 2012
and 2016.
Hypothesis 3: In high-poverty schools, racial participation and representation of
Black and Hispanic students in gifted programs has not changed between 2012 and
2016.
Alternative Hypothesis 3: In high-poverty schools, racial participation and repre-
sentation of Black and Hispanic students in gifted programs has decreased between
2012 and 2016.
Yaluma and Tyner 35
Findings
Section I: Availability and Access Overtime
During the period from 2012 to 2016, Figure 1 below shows that, the percentage of
elementary and middle schools with gifted programs declined slightly from 69.5% of
schools in 2012 to 68.5% of schools in 2016.
36 Journal of Advanced Academics 32(1)
Figure 1. Proportion of schools with gifted programs between 2012 and 2016 (down very
slightly—average school N = 61,735). Source: 2012 – 2016 Office for Civil Rights data.
In Figure 2, we see that in the schools with gifted programs, participation declined
very slightly during this period, from 8.8% of students in 2012 to 8.7% of students in
2016. Essentially, gifted enrollment held stable during this period.
Figure 2. Gifted enrollment rates between 2012 and 2016 (down very slightly—average
school N = 43,697). Source: 2012 – 2016 Office for Civil Rights data.
Figure 3. Percentage of schools with gifted programs by school enrollment (204 school-
year observations with greater than 1,500 enrollment excluded). Sources: 2015 – 16
National Center for Education Statistics and Office for Civil Rights data.
Analyzing the likelihood of having gifted programs and school enrollment disag-
gregated by year (2012, 2014, and 2016), we get the following graph, Figure 4. This
graph indicates that there is very little variation in the percentage of schools with
gifted programs by school enrollment for the three analyzed school years.
Figure 4. Percentage of schools with gifted programs by school enrollment disaggregated
by year. Sources: 2012 – 2016 National Center for Education Statistics and Office for Civil
Rights data.
38 Journal of Advanced Academics 32(1)
The likelihood of having a gifted program does not vary much by school poverty
level, and low-poverty schools are slightly less likely to have the programs than other
schools (Figure 5). In 2016, Table 1 shows that 65.4% of low-poverty schools had
gifted programs, whereas 69.9% of middle-poverty schools, and 68.1% of high-pov-
erty schools had the programs.
Figure 5. Percentage of schools with gifted programs by school poverty (2016 only).
Sources: 2015-16 National Center for Education Statistics and Office for Civil Rights data.
Almost all of the decrease in the percentage of schools with gifted programs during
the period of study comes from a decrease in low-poverty schools with the programs
(see Table 1). The percentage of low-poverty schools with gifted programs dropped
from 68.0% in 2012 to 65.4% in 2016, a decline of 3.8% (see Figure 6). The preva-
lence of the programs in middle-poverty schools also decreased slightly, but in high-
poverty schools, the prevalence of gifted programs increased very slightly, rising from
67.9% to 68.1% of schools (a change of 0.3%) (Figure 6).
Sources: 2012 – 2016 National Center for Education Statistics and Office for Civil Rights data.
Yaluma and Tyner 39
Figure 6. Percentage change of schools with gifted programs by poverty. Sources: 2012
– 2016 National Center for Education Statistics and Office for Civil Rights data.
The period of study saw slight declines in the likelihood of having a gifted pro-
gram for schools in rural, urban, and town areas (see Table 2). When looking at the
prevalence of programs by urbanicity, only suburban schools became more likely to
have the programs during this period, although the increase of 1.2% is still very small
(Figure 7).
Sources: 2012 – 2016 National Center for Education Statistics and Office for Civil Rights data.
40 Journal of Advanced Academics 32(1)
Figure 7. Percentage change of schools with gifted programs by urbanicity. Sources: 2012 –
2016 National Center for Education Statistics and Office for Civil Rights data.
Figure 8. Percentage of schools with gifted programs against percent minority students.
Sources: 2012 – 2016 National Center for Education Statistics and Office for Civil Rights data.
Yaluma and Tyner 41
Sources: 2012 – 2016 National Center for Education Statistics and Office for Civil Rights data.
Figure 9. Percentage change in gifted enrollment rates by school poverty. Sources: 2012 –
2016 National Center for Education Statistics and Office for Civil Rights data.
decrease does not even register a tenth of a percentage point. Gifted enrollment fell by
3.2% in urban areas and 2.4% in rural areas.6
Sources: 2012 – 2016 National Center for Education Statistics and Office for Civil Rights data.
Figure 10. Percentage change in gifted enrollment by urbanicity. Sources: 2012 – 2016
National Center for Education Statistics and Office for Civil Rights data.
Figure 11. Racial/ethnic proportionality compared against overall student population (2016 only).
Sources: 2015-16 National Center for Education Statistics and Office for Civil Rights data.
Figure 14. Percentage change in gifted participation rates by race (change over time for
all schools—low, middle, and high poverty). Sources: 2012 – 2016 National Center for
Education Statistics and Office for Civil Rights data.
and 3.3%, respectively. For Hispanic students, the share of GT participation rose by
5.8% in 2016 from 2012, a very large change considering all other subgroups experi-
enced declines. However, Hispanic students also increase as a proportion of the overall
sample of students in high poverty schools during this period, rising from 36.3 percent
in 2012 to 41.5 percent of students in 2016.
Figure 15. High-poverty schools’ racial/ethnic proportionality against their overall gifted
participation. Sources: 2011-12 National Center for Education Statistics and Office for Civil
Rights data.
Note. Only high-poverty schools (2012).
Figure 16. High-poverty schools’ racial/ethnic proportionality against their overall gifted
participation. Sources: 2015-16 National Center for Education Statistics and Office for Civil
Rights data.
Note. Only high-poverty schools (2016).
46 Journal of Advanced Academics 32(1)
As of 2015-16 school year, we see that in high poverty schools with gifted pro-
grams, although 5.8% of all students participate in GT programs, 12.9% of gifted
students are Asian, 4.6% of gifted students are Black, 5.5% of gifted students are
Hispanic, and 8.9% of gifted students are White (refer back to Figure 16).
Limitations
Although we are able to calculate the proportion of students qualifying for FRPL in
each school, we are unable to identify which FRPL students enroll in gifted program-
ming. Because we limit some analysis to schools with at least 75.0% of FRPL stu-
dents, we can be confident that findings are applicable to many students who are
high-poverty. In fact, 75.0% is only the lowest bound for our high-poverty schools,
and more than half of the high-poverty schools in our analytic sample have more than
88% of their students qualifying for lunch benefits. Nevertheless, we can never be
certain and we recognize that this is a limitation to our findings on participation and
proportionality. In addition, because we are using non-restricted, publicly available,
OCR data, there is a minor loss of granularity in our data set. There is also additional
noise added to the data set due to rounding.
Finally, because of the nature of the data, we use binary classifications of gifted
enrollment for students. We do not have data on the quality or characteristics of gifted
programming, and this is known to vary considerably across schools. Whether gifted
programming is targeted to specific subjects, what types of professional development
Yaluma and Tyner 47
that teachers of gifted students experience, and the extent to which students can engage
curriculum outside of their grade level are questions beyond the scope of this study.
Furthermore, we have no information about what constitutes “gifted programming,”
as the OCR provides no guidance to states about what to include or exclude.7 Results
are based on data reported to the U.S. Department of Education, and in some cases, the
latter may be incomplete or simply incorrect. If states or districts vary in the way that
they choose to report gifted enrollment or other related data, then we have a potential
measurement validity issue.
Funding
The authors received no financial support for the research, authorship, and/or publication of this
article.
ORCID iD
Christopher B. Yaluma https://orcid.org/0000-0003-3091-0745
Notes
1. Gifted programming and enrollment data have been included in the Office for Civil Rights
(OCR) data since the 2009–2010 collection, but the reported numbers in that first year are
wildly different than those reported in later years, so we exclude them from our analysis.
For more, see our “Limitations” section.
2. The proportion of students who qualify for free or reduced-price lunch is a common proxy
for poverty in education research, but it does not precisely capture poverty for a variety of
reasons. See for instance, Boyd et al. (2008).
3. We define elementary and middle schools as those schools without grade 9 or higher; we
also exclude schools with grade codes for “adult education” or “ungraded.”
4. We calculate the number of grades for each school with reference to the highest and low-
est grades in the NCES data set. For the few schools without information on the highest
and lowest grades, we assume that they are Pre-K–8, meaning they must have at least 200
students to be included in the school-level analyses.
5. The share of schools with gifted programs by school size is similar in all 3 years of the data.
6. Numbers for percentage change graphs (Figures 6, 7, 9 and 10) may not add up with those
in the corresponding tables due to software rounding issues.
7. Respondents are simply asked to report the “number of students enrolled in gifted-and-
talented programs (disaggregated by race, sex, disability-IDEA, LEP).”
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