Republish
San Mateo County lawsuit exposes California’s penchant for state budgeting tricks
We love that you want to share our stories with your readers. Hundreds of publications republish our work on a regular basis.
All of the articles at CalMatters are available to republish for free, under the following conditions:
-
- Give prominent credit to our journalists: Credit our authors at the top of the article and any other byline areas of your publication. In the byline, we prefer “By Author Name, CalMatters.” If you’re republishing guest commentary (example) from CalMatters, in the byline, use “By Author Name, Special for CalMatters.”
-
- Credit CalMatters at the top of the story: At the top of the story’s text, include this copy: “This story was originally published by CalMatters. Sign up for their newsletters.” If you are republishing commentary, include this copy instead: “This commentary was originally published by CalMatters. Sign up for their newsletters.” If you’re republishing in print, omit the second sentence on newsletter signups.
-
- Do not edit the article, including the headline, except to reflect relative changes in time, location and editorial style. For example, “yesterday” can be changed to “last week,” and “Alameda County” to “Alameda County, California” or “here.”
-
- If you add reporting that would help localize the article, include this copy in your story: “Additional reporting by [Your Publication]” and let us know at republish@calmatters.org.
-
- If you wish to translate the article, please contact us for approval at republish@calmatters.org.
-
- Photos and illustrations by CalMatters staff or shown as “for CalMatters” may only be republished alongside the stories in which they originally appeared. For any other uses, please contact us for approval at visuals@calmatters.org.
-
- Photos and illustrations from wire services like the Associated Press, Reuters, iStock are not free to republish.
-
- Do not sell our stories, and do not sell ads specifically against our stories. Feel free, however, to publish it on a page surrounded by ads you’ve already sold.
-
- Sharing a CalMatters story on social media? Please mention @CalMatters. We’re on X, Facebook, Instagram, TikTok and BlueSky.
If you’d like to regularly republish our stories, we have some other options available. Contact us at republish@calmatters.org if you’re interested.
Have other questions or special requests? Or do you have a great story to share about the impact of one of our stories on your audience? We’d love to hear from you. Contact us at republish@calmatters.org.
San Mateo County lawsuit exposes California’s penchant for state budgeting tricks
Share this:
California has a sorry history of shortsighted state budgets, leading to periodic crises when revenues fall short of matching spending due to economic slowdowns or fanciful expectations. The current budget, enacted in June, is one example.
Three years ago, Gov. Gavin Newsom proclaimed that the state had a $97.5 billion surplus, based on what turned out to be revenue projections about $40 billion a year higher than reality. The phantom surplus spawned big increases in spending that could not be sustained.
The 2025-26 general fund budget has an actual $20 billion gap between income and outgo that’s being covered by dipping into emergency reserves, accounting gimmicks and on- and off-the-books borrowing. Moreover, both administration and legislative budget advisors believe that a “structural deficit” will be felt indefinitely.
The tools and tricks being employed to close the current budget’s gap come from an inventory of techniques that fiscal insiders have developed over several decades and given monikers, such as double-flip, triple-flip and ERAF, that only veterans of the Capitol’s incessant money battles understand.
ERAF stands for Educational Revenue Augmentation Fund and was created 33 years ago, during Republican Gov. Pete Wilson’s first term, to help him and legislators deal with a recession-caused budget deficit. They diverted billions of dollars in property taxes from local governments to school districts through the augmentation fund, thereby reducing the state’s constitutional obligation to finance education and closing the state budget deficit.
Although local governments had to eat a major reduction in revenue, Wilson and legislators later made it up — more or less — with proceeds of a new sales tax, although restricting the money to police and fire services.
Similar maneuvers have been used to cover subsequent budget pinches, including one that newly elected Gov. Arnold Schwarzenegger employed in 2004 to help fill a major hole in the budget he inherited after Gray Davis was recalled by voters.
The 2004 scheme included shifting another $1.3 billion in local property taxes to schools and eliminating local governments’ historic share of vehicle license fees. In return for giving up license revenue, local agencies would receive annual payments from the state calculated on a formula based on property tax growth.
In essence, these property tax and vehicle fee shifts are loans. Local officials have complained for years that the state’s promises of repayment have fallen short of covering the lost revenues by many billions of dollars.
The ongoing conflict entered a new phase last month when San Mateo County sued the state, alleging that it had been shorted the money it should have received from the 2004 license shift due to a quirk in the way San Mateo’s school districts are financed.
Several of the county’s school systems are designated as “basic aid,” meaning they receive only token amounts of state funds because local property taxes completely finance their operations, thanks to having high taxable property values. That, San Mateo contends, unfairly bent the formula used to calculate its vehicle license reimbursement.
The county pegs the shortfall at $38 million, and says it would have been even higher under the state’s original calculation but was partially modified after complaints.
“These funds are owed to San Mateo County and our 20 cities,” County Executive Mike Callagy said in a statement. “And instead of living up to its obligations, the state wants us to absorb the cost.”
While the amount at stake in the suit is relatively small, it represents the much larger rift between state and local officials, and exemplifies the convoluted ways the state has continued to paper over its shaky finances rather than squarely face them.
READ NEXT
New California budget papers over $20 billion deficit, ignores day of reckoning
How focused is Gavin Newsom on his job? His official schedule remains a mystery
Dan WaltersOpinion Columnist
Dan Walters is one of most decorated and widely syndicated columnists in California history, authoring a column four times a week that offers his view and analysis of the state’s political, economic,... More by Dan Walters