.ABSTRACT BINAIIONAL SCHOOLS IN LATIN AMERICA by Paul G. Orr An estimated three hundred and fifty private, binational, U. 3. related schools operate in Latin America. These schools provide an opportunity to foster international relations and to find in cross—cultural settings better answers to basic educational problems. Although several U.S. agencies and institutions, at one time or another, have manifested interest in and concern for binational schools in Latin America, to date no concerted effort has been made to understand these schools nor to formulate a definable policy and program of assistance with respect to them. While no U. 8. group or agency is legally respon- sible for the performance or welfare of these schools, there seems to be a professional obligation on the part of the education profession in the U. S. to provide such guidance and assistance as may be practical. Because these schools are usually perceived by Latin American nationals to be authentic representatives of U. 5. culture in general and of U. 5. education in Paul G. Orr particular, the Uhited States has a vested interest in their welfare and, whenever possible, should seek means for their improvement. This is particularly appropriate in the case of the 53 "binational, non—profit, non—sectarian, community- type schools" identified and supported in part by the U. S. State Department. The study was organized around basic questions concerning the schools: (1) origin, (2) chief characteristics, (3) objectives, (A) chief problems, (5) pursuance of stated objectives, (6) adaptations and contributions to national systems, (7) potential for future growth, and (8) necessary changes. The methods employed in the study included: 1. A.search of the literature and the selection of 53 schools for study. Those selected were the "U. 8. sponsored, binational, bicultural community schools." 2. A.questionnaire designed and sent to the 53 schools' directors, requesting recent informa- tion concerning administration, organization, curricula, personnel, financing and facilities. 3. An intensive case study of six U. 5. related schools in Mexico. Paul G. Orr A. An assessment of the Mexican-American schools against the historical background of education in Mexico. The schools were found to be inadequate representa- tives of U. S. education: few were conducted as labora— tories for cross—cultural research and/or experimentation; few were well conceived in relation to their bicultural setting, and all had continuing problems of organization, administration, finance, curriculum, teaching methodology and personnel. Specifically, the study demonstrated that: 1. The schools came into being principally to serve united States children; more as a matter of circumstance than of design, they now also serve Latin American children. 2. A.distinction between "American" and "Binational" schools is warranted. 3. The schools are urban, somewhat new and have small enrollments. h. Curricular patterns vary widely. S. The objectives subscribed to by the schools are imprecise and tend to idealize if not romanticize intercultural relations. 6. Instructional programs are not generally related to the stated objectives. 7. Stated to the actual in the Paul G. Orr objectives are historically irrelevant schools themselves, low motivators of school behavior, and possibly irrelevant culture in which the schools operate. 8. The basic and imperative needs of the schools would seem best to be met through the work of the several binational school associations. 9. To fulfill the impressive potential of these schools, new'models of organization and new approaches to teaching are required. Perhaps U. S. and Latin American universities jointly should develop these. In this effort, there would be both a substantive challenge to the education profession and a real justification for its direct involvement with the binational schools. BINATIONAL SCHOOLS IN LATIN AMERICA By Paul anOrr .A THESIS Submitted to Michigan State university in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY College of Education 196A ACKNOWLEDGMENTS I wish to acknowledge the guidance extended to me by the members of my doctoral advisory committee: Dr. Karl T. Hereford, committee chairman, whose advice, interest and talent were invaluable; Dr. Charles C. Cumberland, whose intimate knowledge of Latin American history and political affairs was of great aid; Dr. Donald J. Leu and Dr. Louise Sause who gave general assistance; and Dr. Fred Vescolani whose friendship, instruction and encouragement is greatly appreciated. A.particular debt is due to Dr. Burton D. Friedman, who gave generously of his time and talent and whose professional exactness is evidenced in this thesis. .A debt is also due to the several members of the College of Education of Michigan State university who have provided and caused professional improvement to occur in the binational schools of Latin America. Finally, a debt of gratitude is due to my wife, Edwina Elrod Orr, who has shared with me the work as well as the satisfaction of three academic degrees. ii TABLE OF CONTENTS Page ACKNOWLEDGMENTS................................. ii LIST OF TABLES.................................. vi CHAPTER I THE AMERICAN SCHOOL IN LATIN AMERICA... 1 Background and Literature........... 1 Emergence of the Binational School.. 5 Objectives of the Binational Schools.......................... 8 Relations with National Governments...................... 10 Overview of the Study............... 19 II EDUCATION IN MEXICO.................... 2h Introduction........................ 2h Pre—Columbian Times................. 29 The Colony of Nueva Espafia.......... 31 Uncertain Independence: 1810-1857... M2 La Epoca Porfiriana: 1876—1911...... 50 The Revolution and Its Institutions: 1910............................. Sh Current Reforms and Roles........... 76 Summary............................. 80 iii CHAPTER Page III THE STATUS OF BINATIONAL SCHOOLS IN [ATIN MERICAOICC.......OCO.COOOO 82 School Organization and Control..... 8h SChOOl POPUIHtIOHooooooocooooooooooo 89 Characteristics of Academic Personnel.oooocooooooooooooooonon 95 Incorporation and Accreditation Of SChOOl ProgramSooooooooooooooo llu Curricular Organization............. 122 School Revenue...................... 128 SCI-1001PlantOOOOOOOOOOOOOOIOOOOIOOOO 138 IV A.REVIEW OF PARENTS' PERCEPTIONS OF THE BINATIONAL SCHOOL.AT MONTERREY, MEXICO................... 1&5 V THE EMERGENCE OF RELATIONS BETWEEN THE BINATIONAL SCHOOLS AND U. S. ORGANIZATIONS................. 168 VI CONCLUSIONS AND INTERPRETATION......... 189 Origin and Status of the Binational SChOOISoOQOOOOOOOOOOOIOOOOOOOOO00 190 Chief School Characteristics........ 191 School Objectives and Their AChievementoooooooooooooooooooooo 19h Chief Problems and Needs............ 200 Adaptation to National Education systemSOCOOOOOOOOOOOOOOOOOOOOOOOO 20h Contributions to Latin American Education.OOOOOOOOOOOOOOOOOOOOOOO 205 Improvement Activities.............. 206 iv CHAPTER Page "American Schools" and "Binational Schools": An Important DIStinCtiOH.oooooooooooooooocoo-o 207 The Binational School in Perspective: An Interpretation... 215 BIBLIOGRAPHY.000°.OOOOOOOOOOOOOOOOOOOOOOO000.0.. 219 TABLE 1.1 3.h 3.5 3.6 3.7 3.8 3.9 3.10 3.11 LIST OF TABLES Agreement Among School Directors on the Objectives of Binational Schools in Latin America-000009000000ooooooo Returns from Questionnaires to Directors of Binational Schools in Latin Americaoo-o-oooooooooo00000.0o Boards of Control of Selected Binational Schools in Latin America: Number and Percentage of Members by Nationality........... Enrollment in Selected Binational Schools in Latin America by Nationality of Students: 1962....... Capacity and Utilization of Binational School Buildings in Mexico: 1960.... Academic Employees in Binational SChOOlS: 19620coo-0.000000000000000o Number of Full-Time Teachers at Various Annual Salary Levels in Binational Schools in 1962.......... Percentage of Full-Time Teachers at Various Annual Salary Levels in Binational SChOOlS in 1962000000090. Number of Professional Employees in Binational Schools in Mexico: 1960.. Pupil-Teacher Ratios in Binational Schools in Mexico: 1960............. Citizenship of Teachers in Binational SChOOIS in M€X1COoooooooooooooooooo0 Distribution of Binational School Teachers by Age-00000000000000.0000. vi Page 11 82 86 91 9h 100 101 102 1011 105 107 107 TABLE 3.12 3.13 3.14 3.15 3.16 3.17 3.18 3.19 h.1 h.2 Page Language Competence Reported by Teachers of Binational Schools in MQXICOoooooooooo00000000000900oo- 108 Teachers with U. S. Experience in the Binational Schools of Mexico........ 110 Number and Types of School Faculty Committees in Binational Schools in MeX1COOOIOOOOOOIUOOOOOOO0.0.09... 113 Primary School Programs: Binational Schools in Latin America............ 126 Sources of Revenue Reported from Selected Binational Schools in Latin America: 1961-62.............. 135 Source of Revenue Per Pupil in Sixteen Binational Schools: 1961-62. 136 Sources of Revenue by Percentage: Selected Binational Schools in Latin America: 1961—6200000000000000 137 Number, Size and Adequacy of Classrooms in 23 Binational Schools in Latin AmericaiCOO...OCOOOOOIOIOOOOOIQOO0.0 lul Enrollment, Available Space and Space Utilization in 18 Selected Schools.. 1H2 Total Number of Classrooms Contrasted to Total Enrollment in Selected Binational Schools in Latin America-000090.00ooooooooooooooooooo lug Enrollment by Number and Percentage for Nationality and Sex: Monterrey lgél-anooooooooooooooooon 1&8 Division Enrollment Summary by Number and Percentage for Nationality and sexooooooooooooooooooocoo-cocoa. lug Enrollment Distribution Study by Grade, Nationality and Sex 1961—62.. 150 vii O I O n O 1’ I '- . c O '. (‘ I u u O O 0 g a O I 9 O a a - t . ~ I I . s. . r o 1 TABLE 11.11 h-5 h.6 h.7 h.8 u.9 11.10 Page Degree of Effectiveness in Meeting Instructional Objectives............ 152 Degree of Effectiveness in Meeting Relational ObJQCtiVBSooooooooooooooo 156 Parental understanding of Four Most Important Reasons Parents Withdraw Children to Enroll Them in Other Local Schools.............. 157 Rank and Equated Point Value of Parental Understanding of Reasons Parents Withdraw Children to Enroll Them in Other Local SChOOISOOOOOOOOO0.0900000000000000.I 158 Parental Responses Concerning Fees and Tuitionooooo00000000000000.0000. 161 Parental Opinion Concerning Learning and Work in a Binational and Essentially Bilingual Institution... 162 Parental Identification of Subjects as a Part of the Basic Program or as Extra Cost Options in the Elementary School................... 164 viii CHAPTER I THE AMERICAN SCHOOL IN LATIN AMERICA Background and Literature There are approximately three hundred and fifty "American Schools" in Latin America,1 at least one in each of the twenty republics. Despite the appelation, "American School," some of these schools e1roll no children from the United States, and most schools enroll a small minority of them. It is thought that 60,000 of their estimated total enrollment of 63,000 consists of Latin American children and adolescents. In terms of the sources of their support and nature of their control, the "American Schools" may be divided into four basic groups as follows: 1. Church—related schools: This largest basic group is composed of approximately 250 schools, founded by churches or church—related organizations, that continue llnter American Schools Service, "A List of United States Sponsored Schools in Latin America," (Washington, D. c., 1960). 2 to be either supported by or affiliated with their parent organizations. Many of these institutions are small mission schools situated in remote areas, but some are large urban schools. Indeed, it is not uncommon for an urban school, on the strength of high tuition fees and other charges, to support one or more smaller, tuition—free mission schools. 2. Family or individual enterprises: [A second basic group of schools is comprised of a relatively small number of institutions wholly owned and operated by individuals or by families. In some cases, these are operated for profit. In other cases, although privately owned, they are conducted as non—profit public services. 3. Companyeowned schools: The third basic group includes approximately thirty schools established by companies in the United States and operated on behalf of the children of their foreign-based employees in order to provide a type of education not otherwise available. A. Binational, non-profit, non-sectarian schools: The fourth basic group of "American Schools" in Latin America consists of 53 institutions that allegedly are not operated either for profit or for religious purposes. They are "community-owned" private schools which, in most cases, came into being to provide, for children from the United States, a type of education that was otherwise 3 unavailable. Several such schools originally were essentially "company schools," but so organized and financed as to accommodate the requirements of all the U. S. corporations operating in a single locale. In other cases, the increasing costs of operation, the need for expansion, an increase in the number and size of U. S. corporations' activities, or a change in the nature of the school "clientele" caused a company-owned, a church-related, a profit-oriented or other privately- owned school to evolve into an institution of this type. This study is addressed essentially to a consideration of the fourth basic group of "American Schools," namely: those the American Council on Education has called "binational, non-profit, non—sectarian community type schools."2 As suggested above, quite a few schools of this category evolved from institutions of other types in response to a variety of pressures. For example, if a church-related or company-owned school represented the sole opportunity within a community for "U. 8. type education," parents not affiliated with the sponsoring agency sought to enroll their children in the school. Once the school was opened to such children and their parents began to contribute to the school’s financial ZSV"A.Brief Statement of the History and Activities of the History and Activities of the American Council on Education 1918-1961," (Washington, D. C., 1961), p. 17. L, support, the parents sought to have a larger voice in the conduct of the institution. The parents involved included citizens of the United States as well as local citizeis and other residents. In some cases, a "splinter group" broke away from the parent school to establish a new enterprise; in other cases, the original sponsors sold or surrendered control to a community of interested parents. The multi-company school, for example, was usually organized as a "bond-holding" association; its costs were pro-rated among the participating corporations on a cost—per—student basis, each company purchasing a number of bonds equal to the number of students it enrolled. The issuance of bonds provided capital for school construction and operation, and the ownership of a bond assured the right to enroll a student. Tuition fees were adjusted each year in accordance with the budgeted operating expenditures per pupil; unusual expenses, if any, were met by assessments against the bond-holders, who thereby eliminated deficits. As non- company parents gained entree to the school for their children, they too became bond-holders and sought a share in control of the school. From the point of view of the sponsoring corporations, the school was perceived as a necessary service, but its actual operation was not deemed an appropriate corporation actb/ity; hence flie S corporations were entirely willing to be relieved of management responsibilities. In short, by virtue of a combination of circumstances and pressures, 53 "American Schools" of the binational, non—profit and non-sectarian type have developed. Only one of these schools originated as such, as a matter of fact; the remainder have evolved from other origins. A. EMERGENCE OF THE BINATIONAL SCHOOL The decade of the l9h0‘s was the period in which the binational school3 became a definable and recognizable type of instruction. During this decade, first of all, there was a marked increase in the number of U. S. State Department personnel assigned to Latin American posts, this increase being a result of World War II and of aid programs, civil and military, as well as of increasing commerce within the hemisphere. The U. S. government did not then and still does not operate any schools in Latin America open to the children of non-military personnel. Government employees on Latin American assignments therefore sought and gained admission of their children in the "U. S. type" schools conducted by single corpora- tions or by the "bond associations" that accommodated 3’ The phrase "Binational School" is used hereafter to denote the community-held, binational, non-profit, non—sectarian private "American School." 6 combinations of corporations. A second influence that fostered the emergence of the binational school, paradoxically, was the popularity that pro-Nazi schools in Latin America enjoyed prior to World War II. Galo Plaza (former president of Ecuador, who founded and continues to serve as a member of the governing board of the American School in Quito, Ecuador) has described the activity and success of these schools and has related how their presence induced the creation of one of the present American Schools. He'wrote: The German school in my community became the best school in town. It had modern buildings on a beautiful wooded campus; it was run by a young and energetic faculty brought over from Germany, and, as a new feature, there was a clubhouse on the campus where parents could meet, obtain information on Germany's industrial development, see moving pictures of Nazi accomplishments and what Nazi Germany had to offer to the world, of her growing military strength and of the new happiness that Nazism was bringing to the people. Even business connections could be arranged through the club and trips to Germany were planned with the help of the unusually capable and accommodating professor in charge of the club. Tuitions were low and scholarships were available for outstanding pupils of public schools from the poorer classes. It was natural that the community was happy to have such an institution. The plan was a success. It was incredible how completely the Nazis won over the children in the school and the parents in the club. Then it was that I hit upon the idea of setting up an institution fitting into the educational 7 laws of Ecuador but following the American School system, which I had come to admire during my college days in the United States. These (the schools) I considered the corner- stone of the American way of life, wherein is seen thfi fundamental manifestation of democracy. In 19h3 the office of the Coordinator of Inter- American Affairs, U. S. Department of State, requested the American Council on Education (ACE) to cooperate in organizing and administering a grant-in-aid program to assist American~sponsored schools in Latin America, and 5 made a grant to ACE for this purpose. The program was initiated and the ACE created the Inter—American Schools Service (IASS) as the agency through which to administer grants-in-aid; these were limited by law for use in the improvement of instructional salaries and the purchase of instructional materials. This program encouraged the emergence of binational schools in a most compelling fashion, for in order to become eligible for grants—in-aid, schools had to meet the following criteria: a. the schools! boards should be binational; b. the non-profit schools must be conducted as a non—sectarian organization; "Galo Plaza, "Experiment in International Education," The Nations Schools, Vol. 37, (19h6), p. 2h. 5Roy T. Davis, "American School Programs in Latin America," The Educational Record, Vol. 33, (1952), p. 319. 8 c. enrollment in the schools must include a significant number of national students; d. the curriculum must include both national and U. 5. history and culture. During the l9h0's, moreover, because of increasing demands for "American Schools," additional privately— owned schools began to be established. These offered " or be education that purported to be more "American, more "National." Some of them were designed to make profit. They were able to absorb the overflow of students which existing schools could not accommodate, and the factors previously enumerated caused them to develop into binational schools. Finally, new schools were created which, from their inception, intended to be agents for improving national education through U. 5. type organization and methods. B. OBJECTIVES OF THE BINATIONAL SCHOOLS In 1961, the IASS and the Southern Association of Colleges and Schools (a regional accrediting agency for eleven southern states) sponsored a conference which enjoyed the participation of the directors of binational schools throughout Latin America. .A publication of that conference justifies the maintenance and support of the binational schools in these terms: 9 The 20,000 children in these schools, about 60% of whom are nationals of the host country, are given an education as nearly comparable as possible to that of the best schools in the United States and at the same time become perfectly bilingual. The influence of close association and emphasis upon two cultures cannot but bring a depth of mutual understanding that can never be achieved by any other means. According to the schools! directors, the great majority of binational schools subscribe in whole or part to nine major objectives. These are reported by Young to be: I. To promote friendship between the people of the United States and the Latin American peoples. II. To help interpret one culture to the oflier-— North American to Latin American and vice versa. III. To develop a comprehension of and respect for the ways of life of others. IV. To help provide leaders of intelligence and character for the countries in which the schools are located. V. To foster selfudevelopment, self—realization, and self—improvement among the students. VI. To teach English to Latin American childrai and Spanish (or Portugese) to North American children. VII. To offer an academic program acceptable to both the North Americans and nationals using the schools. VIII. To utilize and demonstrate Uhited States methods of instruction. 6Southern Association of Colleges and Schools, "Improving International understanding through Binational Education," (American School Foundation of Monterrey, Mexico, 1962), p. 1. 10 IX. To provide leadership in developing improved practices in education in the countries in which the schools are located.7 Young's report of the extent to which the school directors themselves subscribe to these objectives is presented in Table 1.1. Young concluded that the binational schools have a potential role in meeting all of these objectives and that financing should be forthcoming from the U. S. Government. From this evidence, it is obvious that the directors of binational schools in Latin America perceive it to be their role to be involved in the education of national children and to give leadership to educational develop- ment in the countries. It perhaps may be assumed that the school directors not only express their own personal views, but to some considerable extent, also speak for their school boards. C. RELATIONS WITH NATIONAL GOVERNMENTS 1. Legal Relationships One stated objective of the schools-~to improve binational relations and to foster mutual respect and understanding among the peoples of the Americas~—requires that the binational schools establish working relationships 7George Patrick Young, Jr., "A Study of the Potential for the Achievement of Better Inter-American Relationship through North American Schools in Latin America." (unpub- lished Doctoral Thesis, university of Illinois, 1960), pp. 9—11. 11 Soc So: cm o: xH SOS Soc on so HHH> Rom Row wfl mm HH> Roofl QH mm H> Roofl wH mm > &o~ Rom 0H m5 >H ROOM pm aw HHH Noofl pm mm HH KOCH 0 H0 H moHWmmHQ mcfifloom mocm< wo>fip HmoflpomuaEH Hmoflpomcm SHmCOSSm mocmmwflm oz mopw< Sflmcocpw wahmb wm>HpoohnO och c0 whopoonfim Hoocom mcoE< pcosomcw< ooficoa< case; c“ ocoocom Accesoecum co H.H mqde 12 with national governments of the countries in which they operate. On a purely practical level, "good" relationships are needed simply as ainatter of school survival, as the governments are under no obligation to tolerate the schools: existence. In more intellectual terms, there is the basic fact that a social institution cannot separate itself from its total community and the govern- ment is a primary expression of that community. Irrespective of additional relationships which may be established, the binational school must satisfy governmental requirements regarding these matters: (1) authorization to operate, (2) immigration and labor laws for U. S. and national personnel, and (3) requirements and restrictions concerning content of the educational program. Charles J. Patterson, in a study of the American School Foundation of Mexico, identified as basic problems the following: 1. In order to exist legally, the Mexican Government requires the school to provide a bi-curriculum in English and Spanish. 2. The school must satisfy labor laws which 8 favor the host country. EBCharles J. Patterson, "A Comparison of Performance of Mexican and American Children in a Bi-cultural Setting on Measures of Ability Achievement and Adjustment," (Mexico City: American School Foundation of Mexico, 1960), p. 20 13 In interviews with school directors, no evidence was forthcoming to indicate that any of the schools in Latin America had any difficulty in obtaining authoriza- tion to operate. In fact, all evidence suggeststhat the mere permission to establish a private school is somewhat simple to obtain. Even though initial authoriza— tion to operate is easily obtained, other pertinent laws and regulations cause difficulty for the binational schools. This appears to be the case because no special legal provisions have been made for the operation of a binational school; hence it is subject, for example, to the general labor laws and is not treated as a special case. Latin American labor laws characteristically include provisions requiring that a foreign technical employee train a national to replace him. Such laws therefore generate constant pressure against file employ— ment of U. S. personnel in the "American Schools." The degrees of enforcement of this legal provision varies, and its effect ranges from constant irritation and delay in immigration procedures to automatic approval of proposed "importation" and retention of U. S. personnel. Government control is not limited to matters of immigration or labor law. Controls extend to educational matters as well. For example, the government of each republic exercises certain control over school curricula. 111. Specifically, as will be noted hereafter, the social science in most cases must be taught by a national teacher using the approved national textbook. The binational school often is affected by legid a- tion adopted for other purposes. An excellent example may be noted in Mexico where the legislative outcome of the historic struggle between Church and State has had a direct effect upon the binational schools, although such schools are non—combatants, as it were, in that struggle. The background is this: Although the 1917 Mexican Constitution forbade the operation of Church-related schools, operation of such schools was tacitly permitted. In 1932, however, the Church forbade all Roman Catholic parents to send their children to public schools and required all such children to be enrolled in Catholic schools.9 This open defiance of the government prompted retaliation. The government adopted the posture that the "economic libera- tion" of the worker-~a prime objective of the 1917 Constitution-~was of greater concern to the Mexican worker than the Church-State struggle over education. It used this concern to gain popular support for a strict interpretation of the Constitution of 1917. The result was that the federal government of Mexico regained 9The background of this event is treated extensively in Chapter II. 15 complete control of education. It "eliminated" church schools through their confiscation and subsequent trans- formation into public schools. This type of Church—State encounter is cyclic—nor chronic—~in Mexico: as soon as church schools become prominent, the government intensifies its enforcement of regulatory devices, or creates new devices, for their control. Since church schools legally do not exist, legislation refers to "private schools" rather than specifically to "church-operated" schools. Hence binational schools in Mexico feel the results of pressures generated by Church-State antagonists. .A recent problem involving textbooks in Mexico specifically illustrates the nature of this difficulty. Church-operated schools were importing Spanish textbooks which incorporated a Roman Catholic viewpoint into the treatment of each academic subject. The government, in a direct effort to discourage the practice, significantly increased customs duties assessed for the importation of school textbooks. Whatever the impact upon church schools, the effect of this measure was felt directly by the binational schools that had occasion to import books from the United States. .As a result of the Church-State problem controls are exercised over the binational schools in Mexico although they were not designed for this purpose. 16 Secondary education is under particularly strict control. In many cases, accommodation to government regulations is made informally. Personal relationships between a school officer and responsible officials of government are often more important in this respect than are express provisions of national policy. 2. Services from National Governments Virtually no services are received by the binational schools from national governments. National governments normally do not provide services to or for private schools but do reserve the right of inspection and regulation of such schools. 3. Services of Binational Schools to National Government There are several evidences that the binational schools do provide service to or conduct service activities useful to the national governments. Horn, for example, opined that the best of the binational schools are actively engaged in activities which contribute to the improvement of national education in the Central American countries. He'wrote: 1. They serve as preparatory schools for children of nationals who plan to attend colleges and universities in the Uhited States and other countries. 2. They serve as models for providing democratically administered and operated schools. 3. They are doing research, developing instructional materials and providing services that are being made available to the educational institutions 17 of the countries in which they are located. A. They provide a desired opportunity for children of nationals to learn to read10 write and speak the English language. Perhaps the most direct contribution being made in Latin America by a binational school is that of the American School of Guatemala. This school, since l9h8, has been designated a "Laboratory School" by the Guatemalan Ministry of Education. In this capacity, it has developed standardized tests, workbooks and textbooks, not only for its own use but available through the Ministry of Education to all public schools in Guatemala. For several years, the school has conducted longitudinal studies of child and adolescent growth and development, and it has cooperated in the develop- ment of instructional materials for teaching concepts and practices of nutrition. In the field of in-service education, the school organized a program for national teachers of industrial arts, and for principals of other government "Laboratory Schools." Such extensive involvement, however, is not characteristic of even a minority of file binational schools. Most of the services provided by the binational 10Carl M. Horn. "The American Schools of Central America," (Michigan State university, East Lansing, 1963), p. k. 18 schools are in the area of community service and cooperation rather than in programs actually designed directly to improve national education. Most schools provide a limited number of scholarships for local children. Many schools have offered one or more types of community service, such as helping a smaller school or teaching illiterates in the area to read. Isaac Handel pinpoints one basic decision which each of the binational schools that attempts to serve the needs of a Latin American country must make: Shall it (1) seek to transplant and assimilate into the educational system of one country the unmodified content of an educational system from another country, or (2) seek to adapt the desired aspects of one program to the other? Professor Handel believed it to be possible and desirable to transplant and to assimilate into the educational system of one country certain techniques or skills developed elsewhere, and be deemed such assimilation beneficial to improvement. However, he identified manifestations of unrest-uwhich led to failure-ncaused by attempts to transplant the unmodified content of an educational system from one country to another.11 IIIsaac L. Handel, "Introduction," Educafional Year— book of the International Institute of Teadhers College, CBIumbIa University l93l. (New York: Bureau of'PuBlica- tTons, TEaEhers ColIege, Columbia University, 1932), p. 9. 19 If Professor Handel's point is valid, a binational school that intends to be of real service to the national system of education would have to emphasize adaptation-— rather than attempt to transplant and achieve assimilation into the national school programs-~of desired aspects of "U. 5. type" educational content or practice. Put another way, if the school intends to be of service in this sense, its own programs really cannot be "U. S. type," but must be local adaptations or modifications thereof. D. OVERVIEW OF THE STUDY It is estimated that three hundred and fifty non— public binational U. S. related schools are operating in Latin America. In addition to transmission of knowledge, these schools also provide a means (1) to foster inter- national relations and in the cross—cultural setting (2) to conduct research on basic educational problems. unfortunately, most of the schools inadequately represent U. S. education. Few are conducted as labora- tories for cross-cultural research and/or experimentation.12 All have continuing problems of organization, administration, finance, personnel, curriculum and teaching methodology.13 The U. 5. related schools in Latin America, however, are usually perceived by Latin Americans to be authentic 12Southern Association of Colleges and Schools, op, Cit.’ p. l. 13ibid. 20 representatives of U. S. culture in general and of U. 8. education in particular. This seems most clear in the case of the 53 institutions that have been identified as binational non-profit, non-sectarian, community-type schools, and which are, in part, supported by the U. S. Department of State. Accordingly, the United States has a vested interest in the welfare of these schools. There also may be an obligation on the part of the educational profession in the United States to provide these schools such guidance and assistance as may be practicable. Several U. S. agencies and institutions have, at one time or another, shown an interest in and concern for binational schools in Latin America.1u However, no con- certed effort has yet been made either (1) to understand these schools or (2) to formulate a defensible policy and program for their assistance. A.study was undertaken, therefore, which had as its purposes: 1. The review of the scant literature describing the binational schools; 2. The development of statistics descriptive of their present status; 3. The evaluation in detail of the work and role of a select number of these schools, and 1"See Chapter V. The 21 The presentation of conclusions that may be useful to the government and to the educational profession of the United States in determining a defensible posture toward these schools and a suitable program of action regarding them. study was organized to treat nine basic questions: Why, how and when did these schools come into being? To what objectives do they subscribe? How effective are the schools in the light of their professed objectives? How have they related themselves to educa— tional systems in Latin America and the United States? ’What have they contributed to the improvement of education in Latin America? What are their chief problems and needs? What potential, if any, do they have for the future improvement of education overseas? What steps have been taken to improve these schools? What additional steps, if any, should be taken and what outcomes can reasonably be anticipated therefrom? 22 The methods of study were simple and straightforward. They included: 1. The literature which treats of the schools was reviewed and summarized. Of approxi- mately three hundred and fifty "American Schools" reported in the literature, 53 are identified as U. 5. sponsored, binational bicultural community schools, hereinafter referred to as "binational" schools. The study was delimited to the binational schools. In order to place the binational schools in a representative cultural context, a review was made of the development of public educa— tion in Mexico. This development is traced in Chapter II. A.questionnaire was designed and sent to the director of each binational school in order to obtain basic information regarding the schools! organization, curricula, personnel, financing and facilities. Twenty-three directors responded. This information is reported in Chapter III. .A binational school in the Republic of Mexico was selected as a special case for intensive study of parental attitudes toward 23 binational education. Information descriptive of this is presented in Chapter IV. 5. The improvement projects in the several binational schools were reviewed, and these are presented in Chapter V. In a final chapter, the questions initially raised are examined in the light of available information and conclusions and interpretations developed. CHAPTER II EDUCATION IN MEXICO In order to place the binational schools in a representative cultural context, it is necessary to develop an understanding of the social, moral, legal and national setting within which the binational schools are operated. This is important and signifi- cant for these reasons: 1. Binational schools enroll Latin American children-nthey purport to meet their needs and allegedly adapt their programs accord- ingly—-hence the binational school is intimately related to the total national educational setting within which it operates. All binational schools in Latin America are reported to be engaged in the bicultural aspects of international education. In the conduct of programs of international education errors can arise or be compounded by ignorance of national educational systems. The role of the binational school in Latin America is relatively unimportant to the 2LL 25 total problem of education; hence organic laws and statutory regulations affect the binational school incidentally rather than intentionally; thus an understanding of national education alleviates the persistent problems encountered by the binational schools in their relations with national governments. The device selected to develop an understanding of the setting within which a binational school operates is a review of the principal stages of development of Mexican education. Mexico is the Latin American country which is most representative of the different types of binational schools and offers the most diverse and well developed aspects for study. The characteristics of the six schools studied in Mexico are presented in Chapter III, as are data for binational schools throughout Latin America, insofar as necessary to establish similarities with those in Mexico. Thus, this chapter presents the development of education in Mexico to lend understanding to the role of the binational schools--schools which purport to influence and improve national education and enhance binational and bicultural relations among the peoples of the Americas. 26 As David G. Scanlon has noted, "For several genera- tions attempts at international education have been suffused with a warm humanitarianism that has been idealistic at best, but on occasion sentimental and POlitically unrealistic.nl It is politically unrealistic to attempt to operate a binational sdhool without refer— ence to the national system, as the failure of various projects in international education attests. Additional failures can be anticipated if those who operate binational schools lack knowledge of the local national system of education or if they are not alert to the significance of emerging trends. The educational system of Mexico is especially worthy of study because its history is sufficiently long to warrant analysis and sufficiently stable—~a stability gained through political compromise-— to permit fruitful analysis. Education in modern Mexico has several principal characteristics that can be appreciated only if the history of Mexico and its educa- tional system is understood. Several of these character— istics are currently being modified or eliminated, albeit not without strong protest. In terms of history, these major points may be noted: IDavid G. Scanlon, (ed.), International Education, (Columbia University, New York, 1960), p. 31. 27 Recurrent political changes have had direct and immediate effects upon education, thereby limiting the stability and continuity of educational endeavor. Educational opportunity has had a very marked socio-economic class bias, the lower classes having access basically to public elementary education only and not on a universal or obligatory basis--and the upper classes having access to public and private elementary, college preparatory, secondary and higher and/or professional education. Private education and major segments of public education have been managed by the Roman Cafliolic Church and, although the elimination of religion from education is a basic tenet of the continuing (l910-present) Mexican Revolution, the Church—State struggle is still undecided despite major gains by the government. Public education is oriented so as to make education very explicitly an instrument for the achievement of national goals, the creation of a Mexican nationality (and nationalism) being one goal that now has thereby been achieved to a great extent. 28 5. Private education—~including parochial-~15 subject to government control with respect to crucial elements of operations, hence is also an instrument for achievement of national goals. 6. Mexican education has maintained a distinction between that which is appropriate to the governed and that (much more extensive) which is required for the governors, with the result that, despite counter—measures now being taken, the socio-economic distinctions have determined both the extent and the content of educational opportunities available. 7. Governmental control of education means, basically, control of the Mexican federal system by the strong central government rather than by the comparatively weak and less active state and local units. Reforms are currently under way in Mexican education. They affect public and private institutions, hence are relevant to a study of binational private schools. They are results of historic trends and pressures. Therefore, they can best be examined in the context of the historical development of education in Mexico. The following dis- cussion of that development should make clear the significance of three perennial cultural problems: 29 (1) recurrent political changes; (2) the marked stratification of society, and (3) continued church-state difficulties. Pre-Columbian Times Before recorded history, the indigenous peoples of what is now Mexico began forming communities in the sheltered valleys of the Sierra Madre mountains. These communities eventually formed tribal and national alliances which became the early Tolteca and Chichimecs and the later Aztecs and Mayas. Aztec civilization was widespread during the Fifteenth Century. From their capital at Tenochtitlan, in the valley of Mexico, they dominated an empire embrac- ing a territory extending to Veracruz in the East and to Oaxaco in the South.2 The Aztec nationitself contahuxi over 300,000 people, with a population of over a million among subject and/or allied tribes.3 The nation was dependent upon the effectiveness of a small religious and military class called Cacique to govern and dominate the empire. To assure the continued development of this class, the Aztecs evolved an elaborate educational program. Children of both sexes and all classes were educated at home for the first 1h years of their lives. .A boy 2Charles E. Chapman, Colonial Hispanic America:;A History, (New York: The MacMiIlan Company, 1933), p. 38. 3Elsa von Dorman and Henry L. Cain, A Short History of Mexico, (Mexico: El Modelo, 1932), p. 89. 30 learned his father's occupation; the girls became home- makers. They were also inculcated with the mores of their particular community. Children were given a definite part in the periodic rituals and social events.u From birth to death Caciques were obligated to follow a well defined tradition of lifetime obligations. To celebrate the birth of a male child in a special religious ceremony, the family and leaders of the com- munity dedicated the child to a life of service.5 Sons of the Cacique class entered school at age 1h to receive their formal education. The Calmécac, as the school was called, was a three-level school in which young men were taught religious and military leadership; each level of training was designed to prepare them for a certain level of leadership within the community. After five years of training a novice was designated a tlamacazto; at the end of the tenth year, he became a tlamecaztli, or deacon; and after completing fifteen years of training a student was graduated as a tlanamacac 0P Priest.6 Novices served as priest3s assistants on festive occasions and as junior officers during times of ’HFrancisco Larroya, Historia comparada de la Educacian en Mexico, (Mexico, D.F.: Editorial Pourra, S.Am, 19597: p. h2. E'rlbid., p. 42. lbidO, P. LL20 31 war. The deacons were lesser priests and intermediate officers. The priests were the religious and military leaders of the nation. Within the hierarchy of priests there was considerable specialization, as well as closely guarded family and tenure rights.7 In addition to the Calmécac school, the Aztecs maintained a system of community schools designed to train the rest of the free people of the nation in the art of welfare. The Telpochcalli, as the military schools were called, instilled concepts of loyalty and obedience to the ruling class as well as military techniques.8 In return for this loyalty, the Aztec nation expected the ruling Cacique class to guide skillfully the destiny of the people. Unable by education or tradition to govern themselves, when the effectiveness of the small leadership group later disintegrated, the entire civilization collapsed. The Colony of Nueva Espafia On April 22, 1519, an expedition of Spaniards, under the leadership of Hernén Cortes, landed at Chalchiuhcuecan, later Veracruz. cortes planted the Cross of Jesus and the flag of Spain on the high ground overlooking the beach, while his 900 soldiers and sailors celebrated mass. In this act of loyalty to both Church and State, Cortes 71bid., p. 36. Ibid., p. 37. 32 instituted in.Mexico an arrangement which had earlier proved effective in Spain. The Aztecs were defeated by the year 1521, and their former empire became the nucleus of New Spain. Expeditions expanded the empire north and south during succeeding years until the Viceregency of New Spain included territory as far north as San Francisco, California, and as far south as the Isthmus of Panama. One significant reason for the fad.lity of conquest of the Aztecs was that the million subjugated people within the nation, as well as the Aztecs themselves, had become "educated" to a system in which a small ruling class would exploit and dominate the majority. Except to those Indians who had been Caciques, it probably mattered little who ruled them. The only real resistance to Spanish conquest came from the Maya civilization. Although many of their magnificent temple cities were reduced to insignificant communities, and Christian Churches were established throughout the area, the Mayas steadfastly refused to become absorbed into Spanish colonial life. The Royal Court of Spain ruled New Spain from 1521 to 1821. Sixty-four different Viceroys9 guided the 91bid., p. 38. 33 colony in the development of a strong agricultural economy. In addition to the widespread haciendas (large agricultural enterprises), there were numerous mining and commercial enterprises. The strength of the colonial system was based upon three factors: (1) a system of land-holding by loyal Spaniards; (2) the diffusion of Christianity to all levels of society and (3) a stratification of that society. The original land grants were given to soldiers in recognition of the services they rendered in securing the new colony. Later generations of creoles, (persons of Spanish blood born in the new world) and well—born mestizos (those of mixed parentage) were expected to continue the tradition by rendering either military or civil service to the colonial government. The Christian Church brought not only a new religion to the "infidels" but also new cultural concepts, and these permeated the colonial society. Indians and Spaniards alike were obligated to turn to the Christian Church for intellectual and moral guidance throughout the colonial period. The third ingredient of the colonial system was the rigidly stratified society in which the Indian was subjugated to a level of serf-like peonage. During the three hundred years of colonial domination, the Church and the Spanish colonial government were virtually 311 one and the same. Commencing with the Papal Bulls of Alexander IV and ending with the Inquisition’s trial of Morelos and Hidalgo (early Mexican leaders), the Church supported the colonial government.10 This support was given to temporal authorities in exchange for their con— cession of leadership in all things spiritual to the Church. The Church, therefore, was given a free hand in establishing educational institutions for the colony. Christianization of the Indian population was con- sidered synonymous to education of the Indian. The first permanent building in each new community was the chapel which in a very real sense was the school. In addition to teaching Christian doctrine, the friars also under- took to teach the Spanish language, morals, law, agricul- ture, and even craft technology.11 There were many outstanding friars during the early years of colonial domination. Bartolome de las Casas led the work for the betterment of the indigenous population.12 As an educator, Fray Pedro Gante will be recognized as the man who established the first elementary school in the New World; a Franciscan Father, he was responsible for the small school at Texcoco, opened in 1523, and the Ibid., p. 107. Ibid., p. 108. Ibid., p. 111. 35 Escuela de San Francisco, opened in the capital city in 1525. The latter school was also called the Colegio d3 San Jose dg_los Naturales because its objective was to 13 educate the Indians. Charles V planned to educate the Caciques and their children to continue to lead their communities, but the plan fell into disuse due to a limited number of students and to the excessive demands of the task of Christiani- zation,“L a task in which the Caciques could not provide leadership. It was'Vasco de Quiroga who set the pattern for the early religious educational institutions to be established in Mexico. As Bishop, he travelled the breadth of his Episcopate of Micheacan establishing hospitales, as he called them, for his young Indian charges. These institu- tions were basically resident agricultural schools which emphasized the study of language and religion. The Ordenanzas authorizing such schools throughout the colony were decreed by the Royal Audiencia while Vasco de Quiroga was serving as its president. The escuelas de gran, as they were called in the Ordenanza, were to instill within the students the will to work and an obedience to spiritual and temporal authorities.15 The work and enthusiasm I31bid., p. 3. 1"Ibid. 151bid., p. so. 36 exhibited by Vasco de Quiroga served as an ideal and stimulus to the other prelates of Mexico. The hospitales were successful as far as they went; unfortunately, they were designed primarily to make better workmen out of homeless, landless Indian children. No attanpt was made to upgrade them socially or economically. Education for the mestizo children during the early colonial period took two forms: institutional programs of orphanages and private tutoring. The first boarding school for orphan mestizo boys, established under Viceroy Mendoza, was called the Colegio de San Juan de Letran. In addition to teaching the rudiments of language and religion, it taught the boys an occupation or prepared them for further education in a professional field. .At the same time, the Colegio de Nifias was fomned for orphan girls. It taught home management.16 The majority of well-born mestizo boys as well as their creole counter—parts enrolled in one of the many small private tutorial elementary schools which came to exist in virtually every community. As the school age population grew, the colonial government began regulating elementary education. Viceroy don Gaspar de Zfifiiga y Acevedo, Count of Monterrey, issued an Ordenanza, in 1600, establishing certain minimum standards to be required of a teacher. f61hid., p. 70. The ten 1. 10. 37 clauses of the Ordenanza were: The colonial government would designate two experts to examine existing schools and to certify those that met the require- ments of the Ordenanza. No Negro, Mulatto or Indian could be a teacher. Only Spaniards could teach. Teachers were required to give proof of morality. Teachers were expected to know how to read the classics and to write formal and informal script. Teachers were expected to know how to add, subtract, multiply and divide. If a school was established without authoriza- tion, its owner would be fined twenty gold pesos. No school could be established within a two block radius of an existing school. Co—education was prohibited. Only certified teachers could teach. Teaching assistants were not permitted. Storekeepers could not supplement their income with a school in the "back room." .All schools were required to teach Christian 17 doctrine,morals and the catechism. I71mm, p. 72. 38 The Ordenanzas continued in force for two centuries 'with only slight modification. In 1709, an effort to permit Negroes and Indians to be certified to teach in official schools was blocked vigorously on the grounds that it would destroy the class system.18 Although the rules governing educators and their institutions were not radically changed during this period, the composition of the teaching profession did change. During the early years, any unemployed man who could read and write could establish a school. Later the Dominicans, the Franciscans and the Jesuits came to dominate colonial education. Although the principal function of the religious schools was to provide education for the ministry, many students of the upper classes were accepted for general education.19 Education of women was placed in the hands of elderly Christian ladies called amigas, who taught etiquette, the catechism and household management. The requirements to be an amiga_were: l. .A letter from the parish priest stating that the amiga_had been instructed in Christian doctrine. 2. A letter from the confessional indicating a "good moral life." Ibid., p. 7h. 19Ibid., p. 76. 39 3. A.baptismal certificate proving purity of blood.20 For many creole and mestizo girls, education also included a period of one more year in convents before entering the adult world. It is evident that a wide social gulf divided the creole and mestizo from the Indian. The well-born child was afforded an opportunity for professional education, whereas his Indian counterpart was expected to enter the calonial society only as an unskilled or semi-skilled laborer. Within this social structure, only the Church urged some opportunity through higher education for out- standing Indian students. This led to the establishment, in 1533, of the Colegio de Santa Cruz de Tlaltelolco, as part of the Colegio de San José de los Naturales. Under the leadership of the Dominican, Bernardino de Sahagfin, higher education for Indians became reality.21 unfortunately, only a few of the most promising Indians were afforded this opportunity; the vast majority remained illiterate and in a state of peonage. Perhaps the most significant step in the development of higher education in the colony was the establishment, on September 21, 1551, of the Royal university of Mexico. The Apostolic Seat confirmed its establishment in 1555, 20 21 1—4 (7‘ H0 D. o ‘0 p. 83. H bid. no and it then became known as La Real y Pontifical Universidad d§_México.22 There were three major fields of study at the Univen- sity: theology, medicine and law. The new University was patterned after the University of Salamanca, Spain, and drew many of its teachers from the mother school.23 Education remained the prerogative of the aforesaid institutions until the latter part of the Eighteenth Century. During this long period, every sizeable town had an elementary and a secondary school operated by a religious order. Those schools were primarily for those people who could afford to pay educational fees, 1. e., the wealthy. The Church continued to provide the Indian laborers with the rudiments of language, law and religion. Outside the towns, education of the well-born was accom- plished through tutors, while the Indian continued to be dependent upon the priest. In the Eighteenth Centugr, three schools were established which broke from the tradition of Church- oriented schools. El Colegio ge_las VizcaInas,;§_Academia d§_las Nobles Artes g§_San Carlos d§_l§_Nueva Espafia and lg Escuela g§_Mineria were chartered as lay-directed institutions. E1_Colegio de_las Vizcainas was a private 22 23 H U‘ 3... Q. 0 Ibid., p. 87. hl school for girls, situated in the capital of the colony and dedicated to girlst intellectual and vocational training.2u La Academia de las Nobles.Artes de San Carlos de la Nueva Espafia was created to encourage the expression of Mexican art. The sponsor of this institu- tion was Viceroy Mayorga who formally chartered the school in 1781 as an academy of painting, sculpture, and 25 architecture. La Escuela de Mineria (or school of mines) was originally started as an adjunct to the church of San Nicolas and was called El Real Seminario Metalico. In the closing years of the colonial period its curriculum was expanded, and its faculty and administration were placed in the hands of laymen. Thereafter, it was called la Escuela de Mineria.26 Changes were also evident in the Royal and Pontifical university of Mexico. Prominent Jesuit philosophers, such as Jose Rafael Campoy, Andres de Guevara, Diego Abad, Francisco Alegre and, above all, Francisco Javier Clavijero, led a movement for independent philosophic thought at the university level. During the latter half of the Eighteenth Century, such courses as mathematics, geography, world history, Greek, modern languages and philosophy were taught by the university faculty.27 2"Ibid., p. 126. 251hid., p. 128. 26Ibid., p. 129. 271bid., p. 131. h2 Uncertain Independence: 1810-1857 Although Locke, Montesquieu, Voltaire, Rousseau and Jefferson were studied by the intellectuals of New Spain, the movement for independence in Mexico was more a rebellion of the peonage against the landed gentry than a revolt of the elite. Fathers Hidalgo and Morelos led the peons of rural Mexico against local oppressors. The fighters for independence fought with clubs, spears, and machetes against the well-equipped Spanish army.28 Hidalgo called for independence by ringing the bell at Dolores on September 15, 1810; ten months later he was captured by the Spanish army, turned over tothe Inquisition for trial and subsequently shot and be—headed by the army. His head was staked as a warning to other fighters for independence. Undaunted, Morelos carried on for another year before he too was captured and killed. The band of rebels struggled to keep the fire of liberty burning despite their inability to defeat the Spaniards. A.young Spaniard by the name of Mina inspired many to fight but he too was captured and killed in 1815.29 Then Vicente Guerrero fought from the hills (in the state now called Guerrero) until victory was won at the conference table.30 281. Fred Rippy, Historical Evolution of Hispanic America, (New York: Appleton—Century—Crofts, 27c., I9h5), p. I50. 29Ibid., p. 152. 30““' Ibid., p. 159. h3 The Plan de Iguala, in 1821, was drawn up between Vicente Guerrero and General Iturbide of the Spanish army. When the Spanish army sided with the revolution the Viceroy, Juan O'Donoju, acceded to demands for independence.31 The plight of the Church was not a happy one during the ten years of insurrection. On the one hand, a sizeable minority of its rural priests aided and abetted the revolu- tionists; on the other hand, the hierarchy and the institu- tion itself were part of the colonial government. .ASEi part of the colonial government, the Church was formally committed to maintenance of the status quo. Ultimately, the Church, by supporting Iturbide, was able to maintain its position as spiritual leader of Mexico. One of the conditions of independence, as set down in both the Plan de Iguala and the Treaty of C6rdoba, was that the Roman Catholic Church would continue to be the national church. Although the Treaty of C6rdoba (1822) recognized the independence of Mexico, few of the ills that had precipitaed the insurrection were resolved. In fact, the few controls imposed upon the landed gentry were indifferently enforced, as the central government was not able to maintain effective control of the nation. After Emperor Iturbide's short reign, there was a rapid succession of presidaits, each with little or no 311mm, p. 160. LL11 no power. The army, the landed gentry, the Christian Church, the Scottish and York Rite Masonsse and seemingly anyone else who cared, competed for control of the government with the net result that confusion reigned in the Republic. The political climate between the thne of Independ- ence and the Constitution of 1857 was characterized by a contest between a conservative and a liberal movement. The Christian Church, the landed gentry, the creoles and many well-to-do mestizos were loosely aligned as a political party dedicated to maintaining the status quo in religion, property holdings and social position. Their political club was the Scottish Rite Masonic Lodge. This group was originally known as the Monarchist, then as the Centralist, and ultimately as the Conservative party. Opposition to the alliance of conservatives came from a group roughly comprised of the intelligentsia, middle class businessmen and poor mestizos. This group was originally called the Republican party (as opposed to Monarchist), then Federalist and ultimately the Liberal party. Their unity stemmed from a common desire to reform the economic and social structure of the nation. The Liberals were generally hlown as York Rite Masons.33 1+5 The Indian population continued to remain outside the stream of national affairs. Between 1822 and 1857 the conservatives and liberals fought a continuing battle for control of the national government. Each had its own army, and the presideicy exchanged hands frequently, going to the leader of the army which proved to be the stronger at any moment in time. The first president to acquire and consolidate military and political power sufficient to form an effective national government was Antonio L6pez de Santa Ana. This dynamic but conservative leader was in and out of office over a period of two decades, during which time half the territory claimed by the Republic of Mexico was lost.34 During this period, church officials were encouraged to return to Spain. In their absence, many of the church schools either closed their doors or limited their enroll- 35 ment to candidates for the clergy. Many turned to the Lancasterian system of education, which was then in vogue in both Britain and the United States of America. La compafiia Lancasteriana was founded in 1822 under the sponsorship of the Scottish Rite Masons. Their first 31+Rippy, op, cit., p. 230. 35Larrayo,9_p. cit., p. 150. M6 school was set up in the Secret Chamber of the building belonging to the Inquisition. As more school buildings were needed, the national government turned over vafious vacant convents in both the capital and the states.36 Although the Lancasterian schools were organized and operated under private charter, their success was, to a very large extent, due to the broad support of the national government. By 1833, the schools were operating in all the major towns of the Republic. In that year, a liberal, don Valentin Gomez Farias, President of the Republic, nationalized both Lancasterian and parochial schools in an attempt to standardize curriculum and to suppress the political factions that 37 were exfioiting the schools. However, Gomez Farias was overthrown by L6pez de Santa Ana and the schools were returned to private sponsors.38 The issue of state versus private control of education became another battlefield for the antagonists who were trying to influeice the national government. Without the security of continuity, the Lancasterian and clerical schools suffered. Although there are no accurate statistics relatilg to school population during this pa‘iod, the few facts that 361mm, p. 152. 371mm, p. 155. 38Ibid., p. 157. M7 are known indicate that only a very small per cent of the children of school age were afforded the opportunity of an education. Most of these were, of course, in the capital and outlying towns.39 A.prominent example of political influence upon educational institutes was that of the Royal and Pontifical University of Mexico. As could have been expected, it was a hotbed of political activity during the early independence period. Because of its conserva- tive tradition and faculty, the university was aligned with the politically conservative. Therefore, it became a prime target for liberal attacks, and every time the liberals gained power it was suppressed. In 1833, 1857, 1861 and 1865, the university charter was withdrawn. It is noteworthy that in 1865 emperor Maximilian suppressed the "republican" university, having re-established it only four years earlier.LLO Between 1867 and 1876 the national government was firmly in the hands of the liberal party. Juarez and Lerdo de Tejada served as presidents, and under their signatures numerous laws were passed to solidify liberal gains. In the field of education, another attempt to reduce the influence of the Church was made with the passage of the Ley Organica de Instrucci6n Pfiblica in 1867. The law 39lbid., p. 179. "01b1d., p. 179. is declared that all education was to be obligatory, free from personal expense, and under public control."1 As the nation was a Federal Republic, implementation became the responsibility of the state and local governments. The Federal District received most of the benefits from the new law, and it came to serve as an example for the states to follow. Between 1867 and 1870, the number of elementary schools in the Republic increased from a few hundred to more than four thousand, enrolling an approximate 300,000 pupils.L‘L2 Doctor Gabino Barreda, Minister of Education and a former student of Comte's in Paris, introduced the philosophy of positivism in the public schools with the official endorsement of the liberal government.u3 Barreda proposed that education be used to develop a national and scientific man, in his own words: An education in which none of the important branches of natural Sciences is absent; within every nature's phenomena, from the simplest to the most complicated are studied and analyzed theoretically and practically, at the same time, in what they have in common; an education that will improve the mind and the sense, in which not this or that view, this or that political or religious dogma will be stressed or enforced, an education that will not fear to be contra— dicted by facts, such and such authority; an education, I repeat, developed on such basis 1+1Larroya, op, cit., p. 186. “21mm, p. 193. A3 Ibid., p. 201. H9 and with the only desire to find the truth, that is to say, not what according to our terms should be but what really is in the phenomena of nature. And this cannot be but an endless spring of satisfactions or the best advanced line of peace and social order; because it will enable every citizen to appreciate every fact in a similar way, and by means of this, it will cause uniform views of what's possible. And the opinions of men are and ever will be the source of their acts. This means surely is slow, but, does it matter if we are sure of its importance? What are ten, fifteen or twenty years in the life of a nation when what matters is to develop the only way to conciliate freedom with harmony and progress with order! The intellectual order thatihis education tends to establish is the key to socialufind moral order--that!s our main concern... Barreda's influence among educators was widespread, and it stimulated and molded Mexican education to a con- siderable degree. One of the early effects was to stimulate an interest in the "science" of teaching per 33, as well as in subject matter content. Doctor Manuel Flores, a student of Barreda, described the principal tenets of positivism in his book on education, Tratado Elemental d§_Pedagogia. According to Flores, "the true education should be concrete and objective."LLS Flores' book found broad acceptance among Mexican educators at a time in which similar views were gaining acceptance among educational circles in Europe and the United States. A.study of Mexican education published in 1875 under the title, "Estudio sobre la_instruccion Publica en_México," u"lbid., p. 200. 11LSIbid., p. 209. . 50 indicated that in 187A school population was nearing h00,000 with 8,000 schools.1+6 The study emphasized the fact that only one in five of the nation's school age children was actively enrolled in a school program."7 The majority of the uneducated lived in rural areas. Many were members of Indian communities that traditionally resisted assimilation by the Spanish culture, while the others were peones of the vast haciendas. Educational improvements during the liberal Reform Period were limited; nevertheless, a broad base was established upon which later improvements could be and were developed. La Epoca Porfiriana: 1876-1911 General Porfirio Dfaz entered the political scene as a candidate for the presidency on a platform of "peace, order and progress." He also pledged himself against the re—election of the president. The policy of "no re-election" had powerful appeal and the incumbent, Lerdo de Tejada who was then standing for re-election, was defeated. As both men were members of the official party, the continuity of liberal programs was not at issue and therefore momentarily secured. Despite his professed belief in "no re-election," Diaz ruled Mexico for thirty-five years. In order to "Blind” p. 213. "71bid., p. 213. 51 establish political stability, Diaz pursued a policy of reconciliation between the liberal and conservative factions. He stopped the liberal-sponsored attacks upon the Roman Catholic Church and the landed gentry while, at the same time, giving encouragement to the merchants and industrialist through tax incentives.LLB Education was stimulated by the establishment of the Escuela Modelo de Orizaba, in 1883, under the leadership of Enrique Laubscher. The school was intended to be an experimental elementary school in which educational materials were developed for use in the school system. Laubscher argued that the learning of the language was the core of education. He believed that the various subjects presented in the school were dependent upon reading and writing. Therefore, the model school devoted itself to the task of developing reading and writing materials in the various disciplines. Mexican education was considerably enriched by the influx of European educators who brought with them the pedadogy of Pestalozzi, Froebel and Herbart. Uhder their tutelage, a teacher preparation was introduced in the experimental school. Rébsamen, a prominent European, taught a Herbartian philosophy of education while Laubscher taught the methods for implementing the philosophy."9 uaRippy, op, cit., p. 232. 9Herbartian Plutos. 52 Enrique Rébsamen soon became the most prominent educational leader in Mexico. He moved from state to state, under the sponsorship of the Federal Government, teaching Herbartian pedadogy and helping to improve the state systems of education. In 1901, Porfirio Diaz named Rébsamen the Director of Normal Training. Rébsamen died, however, in 1903, and his work was unrealized.SO Carlos A. Carrillo was another leading pedagog of the Porfirian era. He authored a book entitled, La Reforma de la Escuela Elemental, which voiced the philosophy of Rébsamen and paved the way for public acceptance of reform in the educational system. Carrillo was also editor of E1 Instructor, a periodical designed to heighten the interest of teachers in needed reforms. Carrillo's most notable achievement was the founding of La Sociedad Mexicana de Estudios PedagSgicos, an associa- tion that brought many of the intellectual leaders of Mexico into one educational organization.51 Don Joaquin Baranda became Minister of Justice and Public Instruction in 188252 and held the post until 1901.53 During this time, he was instrumental in EULarroya, pp, 913,, p. 232. 15239:: p. 230. Selbig,, p. 238. 531333., p. 2119. 53 establishing a network of normal schools in the states as well as in the Federal District. The normal schools employed the same methods as those established and developed at the Escuela Modelo.5LL Baranda was also instrumental in initiating the educational congresses of 1889 and 1891, for the purpose of developing a 55 cohesive educational system in the Republic. During his tenure, improvements at all levels of education were realized. Particular attention was also paid to college preparatory education with the establishment of univer— sity controlled preparatory schools adjacent the state and national universities.56 Justino Fernandez then succeeded Baranda as Minister of Justice and Public Instruction. In 1905, the portfolio was divided and the historian-educator, Justo Sierra, assumed the post of Minister of Public Instruction and Fine Arts and retained that position until the fall of Porfirio Diaz in 1910. Sierra was an active liberal who believed that the future of Mexico depended upon mass public education. The educational philosopher, Torros Quintero, followed Rébsmen as the spiritual leader of Mexican education. Torres Quintero echoed the belief of democratically—oriented 5"Ibid., p. 26k. 5 Ibid., p. 2’49. 56Ibid., p. 255. SL1 philosophers in declaring that compulsory universal education-ufree and non-sectarian—-was the obligation of the democratic state. He advocated an increase in rural schools in order to free the peones from the "bondage of ignorance." Torres Quintero's pedagogy was akin to that of Dewey; i.e., democracy through education, and "learning by doing." His liberal points of view were accepted by the revolutionaries of 1910 thus enabling him to continue in office without interruption.57 Although significant gains were realized in the education system during the Diaz regime, the basic economic and social position of the majority of people declined to a point of desperation. By 1910, Mexico‘s primarily agricultural economy still failed to produce sufficient goods and services for sustenance. Land and other capital holdings were still concentrated in the church, the owners of haciendas and the politically powerful. During the international recession of 1910, many of Mexico's wealthy exported their capital, with 58 the result that Mexico's economy collapsed. The Revolution and Its Institutions: 1910 The armed revolt of 1910 lasted only months, but the victors were unable to form a stable government until 1917. 57lbid., p. 280 58Marjorie C. Johnson, Education in Mexico, (Washing- ton: U. S. Government Printing Office, 1956), p. 6. 55 The revolution of 1910 embodied Mexican ideals, embraced the sacrosanctity of Mexican education and gave rent to all institutions, cultural patterns and persons which had imposed upon the country anything which was not "Mexican for Mexicans." Agrarian reform, separation of church and state and free public education were demanded-~indeed insistently demanded at the expense of lives, property and the desecration and profanation of values and beliefs which had been inculcated over several generations. The emotional appeal of the Revolution touched people at all levels of society and provided those circum- stances in which the dogma of a new "Mexico for Mexicans" was formented by popular leaders. This period, 1910-1917, was a time of recurrent crises. There was a procession of chief executives, each supported by a different faction of the population. Although many were capable men, none could peacefully bridge the chasm that divided the rich from the poor. The peones were no longer peones-ethey were free, albeit poor, agrarios-uand they refused to be reconciled with those whom they viewed as rich oppressors. Under the leadership of such notables as Zapata and Villa, groups of agrarios terrorized the rural areas. Visible possession of wealth was in some cases sufficient evidence for being classified as an "oppressor." The period was characterized by banditry, murder and unrest--underlying 56 this chaos, however, was the almost visible desire for a government that would not tolerate injustices to the people-~a government that would bring about the solution of the severe social problems of the people. During this early period, there was naturally a struggle control among the revolutionary leaders. Leaders in non—federal districts strongly influenced movements for strong state governments with little federal control. The desire by individual leaders to control their own area or district contributed to the general unrest and inability to form a stable government. An uneasy peace was finally achieved when General Alvaro Obreg6n unified the army, and military presidents 59 Carranza and Zapata were murdered, and Villa and numerous other "generak? were retired from active service. Obreg6n‘s most significant act was to institute provisions for a strong federal government while retain— ing state governments as the instruments for carrying out national policy. The Constitution of 1917 was the third and most radical of the liberal constitutions. Under the new constitution agrarian reform, separation of church and state, and public education were guaranteed. The landed 592apata's murder was a classic in intri ue and deception. See Dulles, Yesterday in Mexico, Austin: University of Texas Press, 1961). 57 gentry and the Church were divested of their excessive land holdings.60 The Church, since 1910, had suffered pillage and desecration at the hands of the revolutionists. As a principal property owner61 and member of the ancien regime, it was directly involved in the stress between the landed gentry and the agrarians. The Constitution of 1917 reflected the sentiments of the landless when it prohibited the ownership of real property by religious institutions.62 Resistance by the Church to the new Constitution brought even greater retaliation frmn the agrarians: churches were closed, priests were expelled and religious worship was severely limited. 'When the Cristeros, in one last attempt to redress the balance in favor of the Church, incited rebellion in the late Twenties, all religious worship was prohibited.63 In the 1920's,.Alvaro Obregon and Plutarco Calles established the basis for stable government by instituting a paradox of contrasting political provisions: "No re— election" for the president, but a one—party state. Lazaro Cardenas, 193h—19h0, added still another dimension :fRippy,‘gp. cit., p. 299. It is estimated that as much as 25 per cent of the agricultural land was owned or controlled by the Catholic Church. 62Rippy, op. cit., p. 299. Christeros were active political supporters of the Roman Catholic Church. 58 to the political scene with his socialisticideals. In succeeding years, the liberal—socialist measures embodied in the Constitution of 1917 have been allowed to mature without dictatorship. Since the Revolution of 1910, Mexican history has been characterized by attempts to institutionalize the ideals of the Revolutions. One of the principal instru- ments in this task has been the public schools. From the rudimentary schools of 1911 to the impressive university cities of the Fifties and Sixties, the Federal Govern- ment has had one clear educational objective: to uplift the people through a liberal-socialist education.6u Because Mexico was, and is, a Federal Republic, the primary responsibility for education was vested in the states. Therefore, in the early years of the Revoluci6n, the role of the Federal Government was limited. However, the Constitution of 191765 provided the framework for the development of federal leadership in education. The relevant articles are: Article 3: There would be freedom to teach, but education will be non-sectarian in the public schools as well as in the 611Socialist education in Mexico is not Marxist dogma and may be identified most clearly as an expression of strong federal participation and control to bring about any national goals which have been or may be developed. Mexico has long contended that it has its own revolution and has not "imported" any other. 65La Constituci6n de 1917, (Mexico, 1917). 59 private schools from the lowest to the highest levels. Public primary education was to be free of cost and private primary schools could be established only under official supervision. Article 31: For the period of time designated by each state's public education law, Mexican citizens were obligated to send their children or wards under fifteen years of age to public or private schools to get an elementary or military education. Article 73 (X and XXV): X: This section of Article 73 limited the right of the State governments to rule on all educational matters. The Federal Government reserved this right according to the nature of the educational matter. XXV: This section established the right for the Federal Government to establish schools at all levels and of all types throughout the country, to support them financially and to pass legislation for their control. It also established that the titles and certificates issued by these schools will be valid and recognized throughout the Republic. Awticle 123: This article established the constitutional bases for the formation of labor laws. One integral part of this article concerns education, specifically that in any 60 kind of agricultural, industrial, mining or other kind of business or enterprise which employed one hundred or more workers, the owner was obliged to establish schools. These schools, however, were to be operated by the state in which they were located. This article is often con— sidered as a mandate to companies and corporations to establish schools in isolated areas as well as in those populated areas which do not have sufficient schools. These articles in the Constitution of 1917 established the legalitamework for an ever—increasing participation of the national government in education. This partici— pation, however, was intended to be realized through the state governmentsl machinery-ufederal control to be exercised through the appointment of state officials and in the curriculum and textbooks. The first president to serve under the Constitution of 1917 was Venustiano Carranza. In keeping with his belief in a balance between federal and state power, he transferred responsibility for the operation of the federal schools to the several states. Two hundred Federal Escuelas Rudimentarias, the first of which had been initiated by Madero in 1911, were so transferred to the respective States.66 The authority 66Larrayo,_qp_. cit., p. 30h. 61 for Federal-sponsored education also was given to the National university and its Departamento Uhiversitario. This Department was entrusted with the responsibility for managing education in the Federal District and Federal Territories. It was also responsible for setting the standards for the primarias and preparatorias, the 67 escuelas normales and the universities themselves. Jose Vasconcelos, Rector of the University, developed the Departamento Universitario as if it were in fact the Ministry of Education, and until 1921 experienced no great difficulties.68 When it became apparent that the University was acquiring vast power in general education, the Secretaria de Educaci6n Pfiblica was re-established in the government. The Departamento Universitario was absorbed by the Ministry of Education and in addition, the responsibility 69 70 for rural and technical education, was also placed in the Ministry. vasconcelos was named Secretary and, under his guidance, education again became one of the 71 principal goals of the Revolution. During his tenure 6711351., p. 333. 681213}, p. 32h. 691213,, p. 332. ”111:1” p. 306. 7llbid,, p. 32h. 62 the Federal educational budget was increased from 15 million to 35 million pesos.72 In the place of the reorganized Escuelas Rudimentarias, a system Casas del Pueblo or village centers was developed and the position of "circuit teachers" (a kind of helping teacher) was created to assist the lay teachers in the centers under the tutelage of 1,000 monitors and lay teachers and AB circuit teachers. Statistically, this figure represented only a modest attempt at rural educa- tion, for it was estimated that, of a population of 12 million, only h.million could read and write.73 During this same period, 1920—192h, the Obregén government began to develop a system of Federal voca- tional and trade schools in the Federal District]LL When Vasconcelos became Minister of Public Education in 1921, Antonio Caso became Rector of the university. Caso set out to develop a high calibre university in which freedom of thought and expression would prevail. He instituted the C6digo Universitario and the graduate 75 school in an effort to upgrade the University. Perhaps Jose Vasconcelos‘ most lasting educational achievement was the formal re—organization of the 72lhid., p. 376. 73lbid., p. 307. 7"mid” p. 32h. 75lbid., p. 333. 63 elementary schools. The pertinent law, in 1923, was entitled "Bases for the Organization of the Elementary School Conforming to the Principle of Action." The following excerpts from the document clearly prescribes the elementary school's approach to education: Action must be the base and foundation of the child‘s life in the elementary school. A.very special emphasis on physical activity in school work will provide opportune motiva- tion for the building of social habits in the children. Manual activities would not have as their pur- pose the transformation of the school into a workshop or industrial center, rather they should serve as a foundation for research in order to develop an artistic culture and to provide a pre-vocational education. The work children pursue in school should not be chosen with a utilitarian aim from an economic point of view; rather children should dedicate themselves to activities that have contact with life, and in such a way that these activities are a signal to those practiced in the home or in the environment where the child lives. The school should teach the child what he needs to know as a child. The child must be oriented in the most individual way possible.76 The program of the primary schools was supposed to follow Decrolyls "interest centered" approach to education. The teacher was to develop themes which were closely related to the child‘s experience, and then to build 76Ibid., p. 350. * 611 specific tasks as the child's interest in the themamatured. In practice, however, the schools taught "reading, writing, and arithmetic" by rote. Music, art and social studies were added to the curriculum; and games and improved textbooks were introduced to the techniques of teaching. Under the presidency of General Callos, 1926-1928, even greater efforts were made to improve Federal educa- tion.77 Secretary Jose M. Puig Casauranc was responsible 78 for administration of Federal education. The number of rural Village Centers was increased to two thousand, many with full-time teachers. In 1926, there were almost 200,000 pupils, 3,000 teachers and 86 inspectors in this Federal program. To supplement the rural schools, teams called Misiones Culturales or Cultural Missions--these were compoSed of experts in the fields of health, educa- tion, agriculture and industry-~were sent to depressed areas to help local officials cope with socio-economic problems. So successful were these Missions that eventually they were employed in every State of the Republic.79 Under the auspices of the Ministry of Education, the Board of Directors of Federal Education (Junta de 77Ibid., p. 350. 78lbid., p. 377. 79lhid., p. 377. 65 Directores de EducaciEn Federal) formulated a basic policy with respect to the function and aims of Mexican rural education. The main points were: 1. 7. (Source: The rural school was an educational institution designed to help the agrarian improve his economic well being. Learning should take place in practical situations as well as in the confines of the school building. The rural school should be attuned to the needs of the community and should avoid imposing a curriculum deemed to be "foreign" to the community. The rural school should serve as a model in developing new methods and techniques for agriculture and for small industries. The rural school should itself be operated consistently with the democratic ideal and should stand out as a symbol of the fruits of democracy. The rural school should became the moral teacher of the community by discouraging fanaticism, alcoholism, and premature sexual relations. The rural school should teach Spanish and make its use synonymous with nationalism. translated by P. G. Orr.) 66 The objective of the new secondary education, as outlined by the Direccifin de Educacion Secundaria was: 1. To enlarge and elevate the general culture of the student achieved at the primary level. 2. To enlighten the student in the physical, intellectual, moral and aesthetic aspects of life. 3. To prepare the student to meet his civic and social responsibilities as a member of our free democratic nation. To supplement state normal schools, the Federal Govern- ment established the Escuela Nacional de Maestros (1928), a national normal school.80 In the same year, the Reglamentos de Estabilidad del Magisterio and the key del Seguro del Maestro were passed into national law. In these laws, professional qualifications of teachers were prescribed, as were matters of tenure and salary in a manner designed to stabilize and to enhance the teaching profession.81 Meantime, toward the end of CallesI regime, political activity at the National University had become so pnanounced that the new President, Portes Gil, deemedit necessary to curb the freedom of the University via the Ley Constitu— tiva de la Universidad Nacionnal. Thereafter, the Federal Government has maintained considerable influence and power over the appointment of the officers and the opera— tion of the university.82 80lhid., p. 377. 81 Ibid., p. 377. 82lbid., p. 336. 67 No detailed mention has been made in this section concerning education at state operated institutions in urban areas. Throughout the first decade of the Revolution, State sponsored education was available only to well-to-do urban dwellers, State departments of education were more like local regulating bodies than leaders of school systems.83 Except in one or two states, there was a minimum of public education, and that was concentrated in the primary grades. Private and parochial schools regained their earlier pre- eminence in education, especially at the secondary and college preparatory levels. The resurgence of church—related education led to a renewed enforcement of the Constitutional provisions concerning education. During the latter part of the Ortiz Rupio administration, Secretary of Education, Narciso Bassols, sought to enforce Article 3 of the Constitution of 1917; i.e., to intensify inspection of parochial schools by the Federal Government. Inspections were intended to determine that lay teachers were in fact teaching a non-sectarian curriculum along the lines specified by the Federal Government. In 1932, he ordered inspectors into each of the church-related schools, with the result that the parochial schools were reported to BSIbid., p. 350. 68 be in violation of Article 3. Bassols then ordered the church-related schools to comply with the provisions of the Constitution. The Archbishop of Mexico, don Pascual Diaz, immediately issued a pastoral letter which said in part: Parents have an obligation to give a true Christian education to their children and nothing should be done to keep the Church from doing so. He ordered, therefore: Parents in Mexico should abstain from sending their children to public secondary schools. Parents have an obligation to prefer Roman Catholic schools to provide a Christian education for their children. Bassols! reaction to the Bishop's order was given in a speech in the Congress. He said, in part: The death of religious prejudice is a conse— quence of education for the masses...1iberation of the worker is another way to clean the conscience of man...approval of secondary education will be accomplished by the government. Although the presidency changed hands in 1933, Bassols remained Secretary of Education until 193A. Dur— ing Bassols! period of office, ex-president Calles and future president Cardenas supported his efforts to enforce the Constitution and during the years 1932 and l93h, they marshalled labor union support for a 6"11mm, p. 379. 85lbid., p. 381. 69 vigorous attack on parochial education. Even though Lazaro Cardenas was the presidential candidate of the governing party and subsequently assured of election, he campaigned as if he were an "underdog." He pledged the fulfillment of the Constitution of 1917. Once in office, Cardenas launched an educational program with a two-fold orientation: (1) universality of educa- tion and (2) education for a new social order. Subse— quently, more and more public schools were built in an attempt to give all children an opportunity for elementary education. In response to the growing demands of labor unions—wand consistently with the growth of federal policies during the depression of the thirties~~the Cardenas government amended Article 3 of the 1917 Con- stitution to give Mexican education a socialist orienta- tion. Article 3 as amended stated in part: Education imparted by the State will be socialistic, and furthermore will exclude religious doctrine and will combat fanaticism and prejudice. For such, the school will organize instruction and activities in a manner to form within youth a rational and exact concept of the universe and of social life. Children in public schools were supposed to be taught that it was their responsibility to proclaim a new social order, i.e., "to build a new Mexican society, comprised of a proud, independent people." This interpretation of a "socialistic education" is as adequate as any in defining "Mexican socialism." 70 Although Cardenas enthused rural Mexicans with the possibility of universal education, his efforts to achieve universality of opportunity fell short. Many new schools were built, but they were not sufficient to cope with the increase in population. At the end of his presidency it was officially estimated that more than half of Mexico‘s population still could not read or write,86 even though he had successfully extended education to an increased number of Mexicans in rural areas. Lazaro Cardenas is considered today to be one of the most popular political figures among the Mexican working population. Cérdenasi Secretary of Education was Gonzalo Vazquez Vela. He served in the cabinet for five and one-half years. An important step toward the federalization of education took place during his tenure. The Federal Government initiated a program of Federal supervision of State education. The Federal—State agreements provided that the Federal Government should provide materials and peda— gogical supervision to State-sponsored urban schools.87 (It will be remembered that the Federal Government was already responsible for all technical vocational and rural education.) 8blbid., p. 360. 87lbid., p. 384. 71 Several Federal educational institutions were established during Cardenas' regime. These institutions continue to have a marked influence on Mexican education and culture. They were: Instituto Politécaico Nacional Escuela Normal de Educacién Fisica Conservatorio Nacionnal: La Escuela de Danza Escuela Superior Nocturna de Mfisica para Obreros Escuela de Artes Plasticas Instituto Nacional de Pedagogia Instituto de Antropologia e Historia 88 Escuela Normal para Profesores no titulados The Congreso Nacional de Educacién Popular, held in 1937, established a Comision Nacional de Educaci6n Popular. The Commission's purpose was to popularize education through state, zone, sector, municipal, and community committees and, specifically, to encourage the literate citizenry to teach the rudiments of reading and writing to the illiterate.89 The next president (l9h0—h6), Manuel Avila Camadho, deemed the objective of education to be "the service of national unity." In the interest of national unity, Article 3 of the Constitution of 1917 was again amended. This time purportedly to de-emphasize its socialist BBlbid., p. 383. 8 9lbid., p. 385. 72 orientation;90 however, it became more a change of words than of philosophy. Secretary of Education Vazquez Vela was criticized by the socialists within the party for his attempts to change the socialistic orientation of Mexican Public education.91 When Vazquez Vela declared, in l9h3, that democracy and patriotism were not compatible with socialist education,92 he was asked to resign. President Avila Camacho then appointed an internationally-known 93 humanist, Jaime Torres Bodet, to succeed him. A.man of high repute, Torres Bodet brought new prestige to the Ministry of Public Education. His theme was that Mexican education should be dedicated to peace, to democracy and to social justice. In his own words: If victory is to guarantee the precepts in whose name the peoples have struggled, the first rule that the nations will apply to education will be to convert it (education) into a doctrine consistent with peace; the second, education for democracy—~nation to nation and people to people within each nation; the third, an education to produce loyalty to justice. These (the three pre- cepts) because while liberty may be written into treaties and constitutions, it is in danger of perishing unless individuals of the nations five fertile opportunities to exercise it. 90Ibid., p. 392. 91lbid., p. 391. 92 Ibid., p. 393. 93lhid., p. 39h. 9"mid” p. 398. 73 In l9h5, Article 3 of the Constitution of 1917 was changed again to read: Education imparted by the State (Federal, State and.Municipal) will develop harmoni— ously all human facilities and will, at the same time, instill within man a love of country and a conscience of internationgé solidarity in independence and justice. Secretary Torres Bodet interpreted the amended Amticle 3 in a directive sent to all public schools and described how it was to be implemented. 1. Children do not learn well except when they personally observe and reflect and experiment, i.e., by a self-educating process. 2. Instruction should be individualized. 3. There should be practical education and creative education along with intellectual education. h. Instruction should be coordinated and organized for the total formation of the child. 5. Given that education is life and that life is predominantly a human collabora- tion, group work should be respected and thus strengtzen the individuality of each child.9 Also in 19h5, the Ministry reorganized the Escuela Normal para Profesores de Escuela Secundaria, naming it the Escuela Normal Superior, and established it as the nationis principal center for providing advanced training to teachers and educational administrators.97 Torres 95lbid., p. 397. 96lbid., p. 397. 97lbid., p. h01. 7L1 Bodet‘s three years in office were highlighted by a major campaign to teach the rudiments of reading and writing to the masses of illiterates. Campafia Nacional Contra e1 Analfabetismo was formally launched in l9hh. From August, l9hh, to February, 19h5, the Ministry campaigned in an attempt to popularize the program. From March, l9h5, to February, 19h6, a nationwide effort was made for "each one to teach one." During the remainder of 19h6, results of the literacy program were evaluated. Two conclusions were drawn: (1) one and one—half million adults had learned to read and write, and (2) of equal importance, the citizenry had been made much more aware of the national problem of illiteracy. Miguel Aleman Valdez, president of Mexico from l9h6 to 1952, chose Gual Vidal to be Minister of Education. During his tenure four important developments occurred: 1. In l9h7, all the normal schools were federalized under the Direction General de Ensefianza Nonnal; 2. In the same year the adult literacy campaign was incorporated into a continu- ing program;98 3. Although the Bellas.Artes was erected before the downfall of Porfirio Diaz, 75 its incorporation into the educational program of the nation was not achieved until its reorganization in l9h8 as the Instituto Nacional de Bellas Artes, (National Institute of Fine Arts) at which time the Instituto was depart- mentalized with music, art, theatre, and dance being the principal departments; and h. The most spectacular educational achieve- ment during the office of Aleman Valdez was the construction, near Mexico City, of the Ciudad Universitaria in 1953, four hundred years after the university‘s founding as the Royal and Pontifical . University of Mexico.99 Despite the fact that public education was receiving over 12 per cent of the national budget, plus a large amount of state support, as late as 1958, President Adolfo Ruiz Cortfnez lamented that, of seven million school age children, three million were receiving marginal education. Including adults, only one out of every two Mexicans could read or write.100 991bid., p. h13. 100Ibid., p. h23. 76 Cortinez' successor, President Adolfo L6pez Mateos, l958-6h, undertook a major program to provide universal education. He recalled Jaime Torres Bodet from his UNESCO duties again to become Minister of Public Education. Torres Bodet conducted a survey in 1958 to determine means for improving Mexican education. The results of the survey were published in 1960. Bodets' plan for improving education indicated that once again the Mexican school systems were to be reor- ganized, with increased emphasis to be placed on the development of elementary education. Current Reforms and Roles It is evident that many educational reforms are under consideration, however, several basic conflicts which mitigate against progress in education have yet to be resolved. There remain many evidences (l) of a popular mistrust of government and (2) of continued strife between the liberal and conservative factions within government. Mexico is a one—party state; however, strong con— servative and liberal elements cmnpete for control of government policy within the Official Party, the P.R.I.-- Partido Revolucionario Institucional. In order to main- tain stability and to introduce continuing reforms, the party and the President must mediate the demands of these 77 competing elements. However, even within this govern- mental and political structure, many educational reforms have already been effected and many others are under consideration. At the same time the economy of Mexico has been changing. In 19h0, 65 per cent of the labor force was agricultural, but by 1959 the number has been reduced to 01 The general opinion of Mexico's leaders 52 per cent.1 is that Mexico is quickly developing to the point where industry and services are displacing agriculture as the axis of the economic structure.102 To speed industriali- zation, Mexico needs a broader and more technical education program. Paradoxically, the resources needed for develop- ing public education can be realized only after industri- alization. The problem is a large one. The 1950 census data indicated that each one hundred Mexicans had received formal education as follows:103 101Secretaria de Industria y Comercio, "Informe al C, Secretario de Educaci6n Publica," (Mexico, D.F., 1959). 102Secretarla de Industria y Comercio, "Fundamento Estadfsitco," (Mexico, D.FJ, p. 316. 103Ibid., p. 318. 78 No. of No. of Persons Grades Type of Training h6 None None h8 l - 6 Primary 3 7 - 9 Secondary~Prevocational-Special 2 10 - l2 Preparatory—Vocational—Normal for Primary 1 l3 — 16 Superior: Uhiversity~Techn1ca1 Despite a national average of only two grades of schooling in 1950, Mexico has emerged as a semi-industri— alized country. Yet even by 1956 the change in the average education level had becmne negligible because of rapid population growth. If the demands for trained people are considered, there was actually a retrogression. Of each 1,000 children who started to school in l9h0, h7l left school during the first grade and 973 before the end of the ninth year. Of the twenty-seven who finished nine years, only nine students continued in the tenth year and of those, three left school. Finally, six arrived at the thirteenth year of school, but five of those left during the fourteenth year. A.plan to bring about educational reforms was put into action with a decree in 195810)‘L naming a commission to study primary education and formulate a plan to receive the problems. The Commission employed the services of the Research and IO"Adolfo L6pez Mateos, "Decreto de 30 de diciembre de 8958’ Articulo 7," camara de Diputados, (Mexico, D.F.), 195 . 79 Sample Department of the Ministry of Industry and Commerce to conduct basic statistical studies of Mexican education. The results of the study should be forthcoming in 196M and should provide a new and factual basis for planning primary education in Mexico. The few schools that offer studies beyond the first six grades often employ curricula which are unrelated to the socio—economic needs of the country. Prior to 1961, the program for the seventh, eighth and ninth years of schooling generally contained an average of fourteen subjects per year and, as expressed in lesson plans, made no provision for studies other than those designed for college preparation. Program changes currently being inaugurated indicate a major change in the objectives of secondary education in Mexico.105 Meantime, the government of Mexico does control public education and strives to use it to accomplish national goals, goals which are not always compatible with those of the church or the economically affluent. While main- taining political stability through cmnpromise, the Mexican government channels public funds principally to elementary education, and to the preparation of teachers and professions. In doing so, Mexico now neglects middle secondary or junior high education. 105Secretarfa de Industria y Comercio, 93, cit., p; 316. *— 80 Summary For the binational school director, the study of the development of education in Mexico should hold several important implications for understanding the setting in which his school operates. Among these understandings are: l. The Mexican government is primarily interested in public education and only secondarily in private educa- tion. 2. The Mexican government is interested in employing public education as a principal instrument of national development. 3. The Mexican government is realistic in its quest for universal education and the development of an industri- alized society in that it has—uand probably will continue to-uincorporate elements of "foreign" educational philoso— phies into its own system; however, these are fully "Mexicanized" in the process. h. The "socialist" nature of Mexican education poses little threat to guardians of U. S. political philosophy; with respect to education, "socialist" education is clearly Mexican, nationalistic and very likely essential to the continued growth of the nation. To associate this form of "socialism" with Marxist dogma is unquestionably in error. 81 5. With respect to private education, historically this has been associated with church-related education and with education for the privileged; hence, directors of binational schools cannot realistically expect the Mexican government to have a great reservoir of good will toward such schools, wherever the government official himself might send his own child to school. 6. The historical conflict between the state and church in Mexico permeates all aspects of education. Since church related schools are "tolerated" rather than sanctioned by law, the non—church related private schools must expect also to be restricted in their development-~whatever the merits of the case-uas are the church related schools. CHAPTER III THE STATUS OF BINATIONAL SCHOOLS IN LATIN AMERICA Because the literature concerning the binational schools in Latin America was sparce and incomplete, a survey of these schools was conducted in 1962, in order to develop needed descriptive information. .A questionnaire was designed and distributed to h6 school directors. Usable returns were received from directors of 23 schools as indicated in Table 3.1. TABLE 3.1 Returns from Questionnaires to Directors of Binational Schools in Latin America Central South Item Mexico America America Total Number of Schools 9 6 31 h6 Number of Questionnaires Returned 6 5 12 23 Percentage of Question- naires Returned 67% 83% 39% 50% Information for Mexico and Central America was obtained by professors of Michigan State University during their visits to the schools in the Spring of 1962. 82 83 The results of the Mexico survey appear in the pub- lication, "Capabilities, Accomplishments, Possibilities of American Schools in Mexico," published by the College of Education of Michigan State University in 1962 in cooperation with the Association of American Schools in the Republic of Mexico. Incomplete results from the Central American survey are reported in an unpublished manuscript entitled, "The American Schools in Central America," also duplicated by the College of Education of Michigan State University. Mailed responses from the 12 South American schools were tabulated by the author and are reported for the first time in this manuscript. The intent to study all reported binational schools was frustrated largely by: (l) the inaccessibility of the schools to direct examination, (2) an absence of adequate school records, and (3) low motivation of school directors and their governing boards to participate. Consequently, the results obtained, while enlightening of school perform- ance, are inconclusive. Seven dimensions of binational school performance are reported in this chapter. These are: 1. School Organization and Control 2. School Population 3. Characteristics of Academic Personnel 81+ h. Incorporation and Accreditation of School Program 5. Curricular Organization 6. School Revenue 7. School Plant .A. SCHOOL ORGANIZATION AND CONTROL Each school reported that it is sponsored and con- trolled by a local association comprised of parents and/or patrons. The associations elect an executive committee or board of school directors which, on behalf of the larger association, assumes immediate responsibility for school management. Each school has a superintendent1 who serves as the chief executive of the board. The authority vested in the superintendent, however, varies among the schools. Generally, the functions of the schools! boards are assumed to be limited to (1) policy formation, (2) employ— ment of personnel, (3) evaluation of personnel performance and (h) financial trusteeship. However, only four schools reported that board policy had been formally developed and written. Most school directors reported that the relationships and division of responsibilities and author- ity between the board and its administrative officer were 1The title bestowed uponthe chief executive varies among the schools. The title "school director" or "school superintendent" occurs most frequently. 85 not clearly defined. It was reported that some boards participate directly in school management, either by means of standing board committees or informally by actions of the board chairman or other board members. The only intensive study of this set of relationships is reported in "The American School Looks to the Future," the published results of a self—study conducted by the American School Foundation of Mexico City, Meflco, with the assistance of Michigan State University. In that case, the study teams reported that board committees participated actively in administering the school, but the board itself denied the assertion. As indicated in accompanying Table 3.2, the school boards vary in size from four to sixteen members with average membership being nine. Ninety—seven or 58 per cent of the board members are citizens of the United States. Thirty—seven per cent of the board members are Latin American nationals and 5 per cent of the members are citizens of countries other than the United States or the country in which the school is located. Ten of the eighteen schools which provided informa- tion on this subject reported that U. S. citizens con- stituted the majority on the controlling board, eight a majority of national citizens and only one school, an equal number of each nationality. Five of the schools reported 86 cos o my. 2, am so am so ooh a o o as H am a ooh s as H o 0 cm 6 ooh as o o on a oz a cos 6 As H o 6 mm m ooh as o o no a an : ooh o mm m om m as H ooh as o o as m m: 6 cos a o o m: 6 Am a col m o: m cm a o: m ooa oz 0 0 on m on s cos as o 6 am 6 as as oos m o 0 cm H om : ooa m o c or m o: m cos a o 6 ms 6 mm H cos as as N am 6 mm 6 cos oz 0 o o 6 cos ca col oz 0 o a: s cm a col m o o om : om : Hones Hmmd‘mQN-QOOHNWJmON-w HHHHv—cv—{HHH psoo pom poasdz pcoo pom nonedz ammo com coasdz pcoo pom ponsdz Hmomm cocam, Hacomunz museum census season Spflflwcofipmz An muonsoz mo ommccooeom 6cm nocadz mofinos< cfiumq CH mHoocow Hedoflpmcfim cocooflom Mo HOSACOU mo mcpwom N.m mdde 87 that citizens of other than U. S. or the country in which the schools are located sat on their governing board. Only one school reported that its board of directors was composed entirely of citizens of the United States. It also reported that board membership is limited by policy to U. S. citizens. One other case is hmrthy of note. The school is owned by an individual and operated by members of the owner's family; nevertheless it has a binational board. In this case-wand in other similar situations-—it is difficult to judge to what extent the board is merely advisory and to what extent it is indeed a board of directors. The matter would be of only academic interest except for the fact that the eligibility criteria, established pursuant to the U. S. Department of State grant-in-aid program, specify that: in order for a school to be classified as a binational school, it should have national representation on the board of control. If this criterion was deemed to refer to a governing board rather than to an advisory board—~which may well have been the original intent--schools so managed might well be ruled ineligible. However, the criteria appear to be applied liberally for the school that has an all U. S. board was also deemed to be eligible to receive grants-in- aid. 88 Only four of the school directors provided information concerning the occupations of board members. All reported that the members of their boards of directors who were nationals were also employed by U. S. canpanies, repre- sented U. S. company policy rather than binational policy and that a majority had children who were attending the particular school on full scholarship provided by the U. S. company employing the board member. The information available regarding the organization and control of binational schools appears to warrant several conclusions. It is questionable, first of all, whether the school boards are representative of their binational constituencies even though, strangely enough, the accompanying table indicated 97 U. S. and 61 Latin American citizens on the eighteen boards reported. The composition of many boards is heavily weighted in one direction or the other. It would appear that a genuinely binational board requires binational membership at more than a token level. Second, the question of "administration by board committee" appears to require further study. Good adminis- trative practice is usually deemed to require that a board vest authority for the operation of a school in the hands of the executive officer. This would appear to be desirable practice within the binational school, and the 89 formal adoption of carefully—drawn written statements of policy would help to introduce it. The third conclusion to be noted emphasizes the obstacles in the way of "good administrative practice": in point of fact, the school directors are not well qualified professionals. Hence it is extremely unlikely that they are well equipped to administer the uniquely difficult binational schools. These three conclusions lead to a fourth: that the entire question of representation, board composition and board-administrator relationships requires serious review and adjustment. Anticipating a general conclusion elaborated later in this study, it should be noted that a primary justification for future support, expansion and study of binational schools is the opportunity that they offer for significant research and experimentation in the problems of cross—cultural education. In order to be useful objects of study in this respect-~and, in any case, in order to be successful at the task of binational education—uthey must be well organized, well administered, MBII supported and genuinely representative of the two principal nationality groups involved. B. SCHOOL POPULATION The 23 schools included in the study enrolled 10,7h0 students in 1962; 53 per cent of these were Latin American children, ho per cent were U. S. children and 7 per cent 90 were of other nationalities. In four of the schools, fewer than 10 per cent of the children enrolled were of U. S. citizenship; however, in all cases, more than 10 per cent of the children enrolled were Latin American. The largest school in the group enrolled 1,500 students and had an international student body: ho per cent U. 5., hO per cent National and 20 per cent other nationalities. The smallest school had only 5h pupils, of whom 96 per cent here Nationals. It is noteworthy that only four of the 23 schools reported a majority of U. 5. children, the highest percentage of U. S. children in a school being 82. The 1962 enrollments of the 23 schools are sum— marized by nationality groupings in Table 3.3. From Table 3.3, it is clear that the binational schools don't follow any pattern in regard to the distribution by nationality of their students. The fact that 53 per cent of the children who are enrolled in these binational schools are of Latin American nationality demonstrates that~~even though the schools were founded for the purpose of serving U. S. children-- they now serve large numbers of Latin American children. uncommon oznmz 91 o:S.oH .15 76:, 7mm HHS, oom.:1 ossam Snoop no: a No as on moo om om oau a as as ou oma om mm :m o a on o m mm Hm mz mz mz mz mz mz mz cm can A s oo oo ms moo as mos om mm o: so A: on oz mz m2 mz mz m2 mz m2 as omo a on o om o: smm on oom as on o N: oHH Has ms am: oz 0: cm o: cal mom on com o on oz 0: om: ma on o: A cm on o so o ma oma s so mo as a: om Hz moo a ma so a mo oom oz Hem oh oo oo o: Hma son o oo ms 0: m: on so an o awn m on mo as ooh :om s omo.a a o oo ca mo ooo.a o 6mm 6 6 cos 0 o omm m ooo o o: oo o :om own : oom.H om o: o: coo ooo coo o omm o on so oH mos moo m cum he as. oo 0 am, oma H Hagan“ wpmflpo wmnmgw wUHhmé .Hmflpo wmgwflw MOflhmfida ocean: capo; conic: canon Hoocow ocoo pom pcoo pom psoo pom pcoEHHoncm moan "npcoosem no suaHecOHSoz so acacoa< cfipmg a“ mHoocom Hmcofipmcfim uopoofiom a“ BGoEHHome n.m MAde 92 Further examination of Table 3.3 reveals that the schools vary significantly in the extent of binational distribution of students. Seven of the schools reported that 80 per cent or more of their students are Nationals while one school reported no U. S. students. Enrollments in the binational schools are increasing. Projected enrollments from several of the schools indicate that they anticipate further increases. The six schools in Mexico projected an increase of 35 per cent by the academic year 1966-67; the six schools in Central America anticipated similar increases. The schools in South America have not projected future enrollment. The schools in South America, however, have indicated that, by and large, they do expect to increase the number of classrooms they now have. The projected increases in enrollment tend to verify the information presented in the literature in Chapter I, i.e., a minimum growth of approximately 5 per cent per year in the binational schools throughout Latin America. These projections are considered to be minimum when contrasted to actual increases in six schools in Mexico during the 195h—l960 period. During this sixeyear period the enrollments in the schools increased by 50 per cent, or approximately 8% per cent per year. 93 All 23 schools reported that the significant portion of their enrollments was at the elementary level, with a smaller group at the junior high level and even a smaller group at the senior high school level. Because of limited enrollments at the secondary level, it is undoubtedly difficult for the schools to offer adequate comprehensive programs and services to their students economically. All of the 23 schools reported that they anticipate difficulty in increasing their enrollments after 1966 because of limited buildings and facilities. A.detailed study of space utilization is available concerning the six schools in Mexico. The percentage of space utiliza- tion reported by these schools ranges from 80 to 166 per cent. The capacity and utilization of the binational school buildings in Mexico is presented in Table 3.h.2 The information presented thus far demonstrates that: l. The enrollments in the binational schools differ widely by nationality and by size. 2. The schools no longer serve U. S. children alone but now serve a majority of National children. 2College of Education, Michigan State university, "The American School in Mexico," (1961), p. F—h. 9h ofifico con .pw .qm mm cw oopdaaoom ozaco coa .pc .on on no consasooH ooH no om mo oofi OOH dofipwufiflfipb Sumo pom mso mam som ozm.s :oo Hos acnezsoccm omo mmm Hoo ooo.m mam oil wsoom no kpfiowamo Edefixmz moo ooa 0mm coo.a ooa awn Hmsoom no Spfiomamo Hmefiuoo soo.om aoo.: mso.ma ooo.om omo.m 0mm.o nsooanwoao ca pooh ocmsqm mo pandz Hopes : m m N H H mEoom dopnmmuoocflx 6cm loam Ho .62 :N m mm Hm 0H m mEoopmmeo nwfldmom go .62 wanosm monsoon zopuogcoz oofixoz mcmhmamomso omcwusm ooqfl «ooflxoz CH omcaoaasm Hoacoo Macauoocam no ceapouaaao: ode shunnaoo :.o mumoA zpmHmm Hmsac<.mdofipm> um muocomoh oSfiHIHHsm no nonfidz o.n mgde 102 N.HH o.o :.oH o.Hm m.om o.m 6.: m.m neocoaoe HH<.Ho omwpcoonom ooH om om on oH mm no NH Hm co oH s cm NH mm no oH on om oH oH mm OH 63 mm NH oH um oo oH mm oo mH oH mm mm :H mm o: oH noHHaasm pod doHquHomcH NH ooHHaadm pod doHHwEHowcH HH NH NH o: o NH oH om oo cm a o NH 2 on o o o NH no A ms mm o oo 0H m mm on a a a mm m o no oo m 00H H oooHo oasHo coaHo oaomo adaoo oaoso aaamo one: Hoocoo coca: noooHo noomHo sooomo 1ooooo noooso tooomo so ooooo mooH cH nHoocoo HocoHHoch cH nHo>cH Snwflmm Hmscd< mooflpm> Hm wuonowoh oEHHIHHsm Ho ommucoocom N.m m4m¢H 103 All except one of the schools employed part—time teaching personnel, and all schools except one reported the services of at least one non—teaching professional employee. The six schools had fifteen administrators, seven librarians and three counselors. The number of professional employees, part and full time, are summarized in Table 3.8. The teachers in these schools work with a varying number of children. One school reported a pupil-teaCher ratio of l3.h, which was the lowest of all schools, and the highest reported 25.6. The average for all schools was 19.0. The school directors attribute the low pupil- teacher ratio primarily to these factors: 1. The dual curricula required by the Mexican government. 2. The necessity to provide special classes in either Spanish or English for new students. 3. Classrooms not large enough for larger sections. The pupil-teacher ratio accounts in part for the inability of the binational schools to pay higher teacher salaries. Pupil—teacher ratios in the schools are presented in Table 3.9. The 192 full-time teachers who were employed in the six binational schools were asked to supply information through an individual questionnaire in order to identify 10h oH sHm m on o HH m mo 0 HoH om H NH Hopes o m H N meoHowGSQU H s H H a H H coHaoanH NH maH m so o 0H m om so Hm NH neurones Eoopwmeo mH n H m w H wHonHHchHEu¢ on Ha Ha He Hm He Hm Hu Hm He He Ha Ha Hooch mHnosm moscomm >oppopdoz oonoZ wnmmemomso omcmndm wHoocom HmcoHuwch CH woohoHaEm stonmoHonm Ho HonEdz oomH «oonoz ®.m Mdmfifi 105 o.oH o.mm m.Hm H.oH s.sH o.sH :.oH oHHem LocomoHIHHadm moH so oH om so Hm mH ncocooos OEHH. 1HHsu coosuz amo.o mso mHm som osm.H :oo HoH HcoeHHoccm oo1omsH Hmpoh anosm moscomm homemade: ooHXoZ mcmfimeome omcwnsa oomH «oonoZ wHoocom HomoHchHm CH moHHmm nocoonIHHasm m.m MHde 106 fully their characteristics. Eighty—one per cent of the teachers supplied the information. Those who did not were by and large the National teachers; therefore, the specific characteristics probably represent a U. S. bias. Forty—four per cent of the teachers are single, and 56 per cent married; 80 per cent of the teachers are women, and most all teachers fall within the ages of 20 and 50. Fifty-five per cent of the teachers are Mexican nationals, h2 per cent U. S. citizens and the remaining 3 per cent represent five other nationalities. Thirty per cent of the teachers are 25 years of age or less, and 26 per cent are between the ages of 26 and 35. The citizenship of the teachers is presented in Table 3.10, and a dis- tribution of the teachers by age is presented in Table 3.11. Language competence as reported by the teachers in the schools indicates that over 90 per cent of the teachers read, write and speak Spanish and that approximately the same percentage applies to English. In the experience and observations of the author this information is not valid for the U. S. teachers if applied to their abilities to apply usefully a knowledge of Spanish to teaching or any professional area. In fact, the author would hypothesize that a large majority of the U. S. teachers in the binational schools speak no more Spanish than that 107 TABLE 3.10 Citizenship of Teachers in Binational Schools in Mexico Country Number Per Cent United States 66 h2.0 Mexico 85 55.0 Italy 1 .6 France 1 .6 Spain 1 .6 Canada 1 .6 Columbia 1 .6 Total 156 100.0 TABLE 3.11 Distribution of Binational School Teachers by.Age IQumber of Years Number Per Cent 20-25 117 30 26-35 11.1 26 36-50 117 30 Over 50 19 12 No response 2 2 ‘Total 156 100 108 required for basic services. The language competency reported by the teachers is presented in Table 3.12. TABLE 3.12 Language Competence Reported by Teachers of Binational Schools in Mexico Language Number of Teachers Who Read Write Speak Spanish lh5 1h0 lh6 English lhO 135 13h French h8 30 21 German 9 u 7 Italian 9 5 5 Other (10) 9 5 8 The professional characteristics of the teachers in the binational schools are of primary importance. In order to present information pertinent to the professional characteristics, these aspects are analyzed: (1) years of U. S. experience, (2) source and level of training, (3) course hours of professional study, (A) salary schedule, and (5) faculty organization and activity. Thirty per cent of all teachers in the schools have liad some experience in the U. 8.; however, in two schools Ilone of the teachers were reported to have had U. S. £3.‘Xperience. The h7 teachers (30 per cent) with U. S. €9rograms and 11 in National programs. Forty-eight teachers ‘Nnare engaged in graduate study in U. S. programs and ‘1‘9 in Mexican programs. Approximately one—third of the 110 co mH o o: mo cm 6 Hanan Hones .Ho ”2.80 pmm s: m o oH om H o HeHos m o o o m o o mmloH oH H o m o H o meo mm a 0 HH om o o muo HmpoH chmdm woscomm Soccoudoz oonoZ mcmfiwHwomso omcmpsm mHoocom .m .3 CH memo> Ho ponssz oonoE mo mHoonow HmdoHHdem opw GH moGoHpoaxm .m .D HHH3 muocomoh mH.m mHmase salary for a trained teacher of $3,000 per year veith maximums for automatic increments of $3,h00 for the I>acheloris degree and $h,050 for the master's degree. fPhe maximum automatic salary for the bachelor's degree teacher was reached in four years; for the master's degree, eight years. The actual salaries paid to the teachers in the six SChools during this period approximate those reported for E111 23 schools in the first section of this chapter. The 112 average salary in the six schools in Mexico was $2,230 and 21 per cent of the teachers received less than $1,000 per year. It is generally accepted that faculty committees are useful devices for upgrading curriculum and instruction within the schools in the U. S. They are not only useful, but necessary to the development of integrated and correlated curricula in the binational schools, to wit, (1) all areas of study followed in the U. S. program have their counterpart in the national program, and most all children in the elementary programs which are "binational" study the same subject in two different languages with two different teachers; hence all teachers involved in teaching the same subject, irrespective of language of instruction, must work cooperatively to produce correlated programs of instruction, and (2) the very nature of a binational, bilingual and bicultural school requires that the professional staff meet together frequently to treat the nonmal problems which such a nature creates. Only one school reported that it had faculty com— mittees which dealt with the program being taught in the school. Several schools reported committees to deal with various school services such as bus, library, exhibits and assemblies. The number and types of faculty committees reported by the schools is presented in Table 3-1h- 113 mHoHEoE m 1:1 mHoQEoE .8860 N 11: .EEoo MU Isl-Is III-ll N .Il-l Isl-l. --- --- m lull. loll-I AW '1. l!‘ m IIIIII l'll III! mnonEoE m .8860 N "l mnoQEmE sN .5500 m "' "‘ mH ooHHHEEoo Empmoum ooHHHEEoo HHanxm HGoESwHICoE .msH1.EUm Sumodooom IGOHHmsHm>m humpcoEon IsoHpmsHm>m .mH .NH .HH wosmown osmosm .m.m.ooHXoE muwhWHwomflfl oonoZ dH mHoocom madmusn onHoHCOE mowHHEEnm mo oENZ HmCQHHmch cH mooHHHEEoo SHHdomm Hoocom Ho moakh 6cm HonEdz :H.o HHm a binational school. This was achieved in the formal (icisignation of the Colegio Americano de Guatemala as an (>1?ficial laboratory school by the Ministry of Education irl Guatemala, Central America. Available evidence indicates that Latin American eclucational officials are generally cooperative in approving the programs of the binational schools. They <30I1$ider the best interests of the students and are W1~1.ling to seriously consider proposed plans for integrat- iIlSl National and U. S. programs, to wit, a large number 117 of binational schools are incorporated which do not teach exclusively in the National language and do not use exclusively the approved textbooks of the National program. All Schools reported curricular organizations which demonstrated that these types of curricula may be found in the binational schools: (1) basically a national <3urricu1um, (2) basically a U. S. curriculum, (3) a dual <3urriculum, or (A) a blended or integrated curriculum. ‘These types of curricular organization are treated exten- ssively in the proximate section and are designated in thus section to demonstrate that different types of [Drograms have been incorporated. Thus, it appears that in most cases reported by the LbiJiational schools that these conclusions may be justified <3011cerning incorporation: 1. National children attending binational schools which do not have incorporated programs cannot re—enter national schools at equivalent grade levels; hence, incorporation is the desired status in most schools. 2. Incorporation is more dependent on informal relationships established by binational school officials with National educational authorities than it is on meeting fully the legal require— ments for incorporation. 118 3. The most common solution found by binational school officials in acquiring incorporation is a basic national curriculum or a dual curriculum which includes the basic elements of both National and U. S. curricula, i.e., the same subjects taught in both languages with different instructional materials. h. In some cases, binational school officials have acquired incorporation of U. S. programs; in an isolated case a blended program has been accepted. The blended program is distinguished from the dual program by its practice of not repeating the same subject matter in different languages, but providing a binational, bilingual program. 2. The Nature of Accreditation of Binational Schools by U. S. Agencies The Southern Association of Colleges and Schools, a regional accrediting association for the colleges and Schools of eleven Southern States in the U. S., has the exclusive right1+ to accredit all colleges and schools in latin America except those which are operated by the U- S. Government as overseas dependent's schools. ll'By agreement among the five regional private accrediting associations in the United States. 119 The binational schools reported that they sought accreditation for these reasons: (1) to improve the possibilities of their students! re-entrance into U. S. schools without loss of credit and their entrance without examination to U. S. universities, (2) to afford their teachers experience which could be accepted by school districts in the U. S., and (3) to maintain basic U. S. standards in the schools. Twelve of the 23 schools reported that they offered a secondary program, and of these, 9 were accredited by the Southern Association. Only one elementary program was recognized. The work of the SACS in Latin America has been limited by the number of schools and by inadequate financing. SACS! only source of funds for work with the binational schools has been from the schools them— selves and from the IASS. Binational schools which seek accreditation are required to pay for the expenses of the visiting teams from the accreditating associations, as are cooperating schools in the Uhited States. The binational schools usually cannot afford to pay for such SeI"Vices; hence the work of SACS has been limited to that Mmich could be accomplished through an annual grant of $11,000 from IASS. The SACS has been responsible, directly and indirectly, for influencing several schools to improve: (1) the 120 qualifications of their faculty, (2) faculty salaries, (3) policy statements, and (h) self-evaluation. Visiting committees from the SACS have worked with school directors and school boards in seeking to bring about improvement. This service, ironically, has led to a basic conflict-- the appropriateness of an accreditating association engaging in improvement which they will ultimately evaluate. The role of SACS, in accreditating the binational schools, may be compared to that of the National educa~ tional officials in incorporating them. The SACS uses the principles and standards developed for schools in the U. S. and their evaluation of the binational school. To be eligible for accreditation, 'SACS requires that a school meet the following minimum standards: 1. A.minimum teacher salary of $3,000 per year and an average salary for all teachers of not less than $3,h00. 2. That each school director hold a master's degree or the equivalent, the major portion of study for the degree to be presented in the field of administration. 3. That each teacher hold a bachelor's degree and such academic and professional training as required by the state in which he teaches. 121 h. That each secondary school have the services of a qualified librarian and counselor, and 5. That each school have written board of education policy. An examination of the binational schools which are accredited by the Southern Association indicates that none of the schools meet all of these requirements for accreditation. Thus, the SACS—~as do their national counterparts-~does not adhere to its principles and standards in the accreditation of binational schools. The Texas Education Agency also accredits binational schools in Mexico. Its efforts have been largely parallel to those of the Southern Association because, for several years, the same individual has been the Director of School Accreditation in Texas and the Chairman of the "Committee on Latin American Relations" of the SACS, the committee responsible for the accreditation of the .binational schools. With respect to U. S. accreditation of binational sschools, therefore, these conclusions seem justified: l. The efforts of the SACS and the Texas Education Agency have been largely parallel. 2. The application of U. 5. standards to binational schools is a questionable practice; hence SACS teams have "adjusted" 122 standards in their application to binational schools. 3. No efforts have as yet been made to establish appropriate standards for binational schools. A. The SACS has also tried to assist schools by having its visiting teams consult with directors; however 5. It is questionable that the team responsible for evaluation can also be responsible for technical assistance. E. CURRICULAR ORGANIZATION The curricula of the schools can generally be classified into four distinct types: (1) a basic Latin Janerican program, now offered in six schools; (2) a loasic U. S. program, which seven schools follow; ((3) dual curricula (characterized by the teaching of tJue same subject in two languages of which there are Iline; and (h) the blended or integrated curriculum 'Mfluich includes requirements of Latin American and U. S. IDFograms but does not duplicate subject matter instruction irl two languages. One school can definitely be identified it: this latter category. Several of the schools in the third category, i1e., dual curricula, have made some om x633 pom madam Ho confidz ommuoa< 3H 0H NH 0 m d m N H Honedz.Hoonom moHHoE< demH sH wHoocom Hmcoprde mampmoum Hoocom SHmSHHm mH.n mAmdfi 127 omodmnpnom cocopmx Q'l v|‘ 11 11 H 11 11 n N «H 11 soHHmosom Hmonzcm N N H 11 11 N H H 11 on52 N N H 11 11 H N H 11 pa< 11 11 H 11 11 1: N 11 11 cmHamam N m H «N 11 m N m :1 cwHHmcm HoocoHom o 11 «H 11 11 11 «m a 11 cchoam o m «H :\o o 11 m «N m 11 cwHHacm «moHode HmHoom m em two «we 11 o 11 H 11 anccao m m «m :\m n 11 m m oHim 11 cwHHmsm «ommsmcmH 11 11 «H 11 11 11 mm 11 11 anceam m m «H :\o o 11 m «N m 11 anHacm HoHHoecHHa< II I: I: I: II 1: I: :1 II mGHHHHZUGmm 11 11 m 11 11 N m H 11 cchQO m m m :\o o 11 m m m 11 HoHHmcm .mcHocom Hop copo>on x363 pom wndom Ho ponsdz ommcoa< mN NN HN 0N 0H mH sH oH mH Honedz Hoocom HcoucHHcooH mH.o oHcos 128 F. SCHOOL REVENUE Sixteen of the 23 schools provided complete informa— tion concerning their sources of revenue. A.review of the schools' budgets demonstrated that tuition and fees charged are the primary source of revenue, representing 90.7 per cent of the total. Only two of the schools, however, reported tuition and fees to be the sole source of income. Most schools also received U. 3. government grants and private donations. These total $81,622.11, which represents 3.7 per cent of all income. The schools received $43,220 from the IASS which represented 1.9 per cent of income. This third ranked source of income is directly attributable to the contract between the American Council on Education and the U. S. Department of State (as documented in Chapter I) and can be considered as income from the U. 8. government. The separation of the amounts, thus, represents that income received by the schools directly from TASS and that which they received through other U. 5. government sources. The schools also report the receipt of $55,676, or 2.5 per cent of all revenue, from various kinds of donations. These are reported to be from such sources as the Parent-Teacher Associations, American Societies or from individuals and business and industry, National and U. 5. 129 The schools received a total amount of $2,256,862 per year and enroll 7,7h9 students. This represents a per pupil revenue of $291.2h per year. Total revenue, however, ranges from a low of $8,78h to a high of $h53,800 per year. The low represents a per pupil revenue of $162.65 and the high $30h.97. These, however, do not represent the extremes of the range in per pupil revenue. The lowest per pupil revenue is $61.12 and the high is $1,0h2.18. Thus, one school has revenue 17 times larger than another. It is significant that the lowest per pupil income school enrolls 100 per cent National children and the school with the highest income enrolls 82 per cent U. 5. children. Twelve of the 16 schools reported that they received revenue from the U. 5. government, directly or through .IASS. Only two of the schools reported receiving funds .from both sources. There seems to be no particular pattern which deter- Inines the amount of financing received by a binational Eschool from U. 5. government sources; however, it is Clbvious that the binational schools with a significant ILatJonal enrollment receive a larger part of their income 1f1‘om.the U. 8. government than do schools without a large FNar cent of nationals. The total amount of funds reported tC> have been received from the U. 8. government represents 130 5- 6 per cent of all revenue received by all the schools; however, it represents 17.5 per cent for those schools which report a majority of National children, and 2 per cent for those with a majority of U. 5. children. Two of the schools received approximately 38 per cent of their total revenue from the U. 3. government. One had 50 per cent National children and the other 96 per cent. Some of the smaller schools appear to be dependent on U. 8. government support for continued operation; in most schools such U. 8. government support is an insignificant part of the total revenue. The per pupil expenditure per student in the U. S. in 1962—63 was $51.17, which represents about 80 per cent for operating expenses and 20 per cent for buildings, equipment and bond interest. Thus, the U. 8. average for operating expenses was $1,137.60 per pupil per year Contrasted to an average source of income-«hence anticipated expenditure-—of $291.21; per year in the binational schools in Latin Arnerica. If, however, one SChool in South AInerica-u-that which reported revenue of $1,042.18—o-is eliminated from the average, the binational expenditure would be reduced appreciably. U. 8. education, that which the binational schools purport to demonstrate, expends an average of $514.7 per p“11311 annually; the binational schools expend an average of 315291.211. There are several factors which contribute 131 to reducing the cost of living in Latin America, and there are other factors which increase it as compared to the U- S. A detailed study of the cost of living is not undertaken in this study; however, these facts are important: (1) U. 5. business and industry pay premium salaries and benefits for overseas work, and (2) U. S. government pays housing allowances, a cost of living differential and provides other benefits to its employees outside of the U. S. It seems reasonable to assume that a binational school cannot expect to operate more economi- cal ly than a U. S. school. The fact is that the binational schools operate with 53 per cent of the per pupil income expended in the U. S. Even though significant differences exist in per pupil revenue among the binational schools, only one reports an expenditure which is as much as the U. S. average. Only three of the schools report revenues of as much as $300 per pupil per year. 8 An examination of the budgets presented by the S€Vera1 schools demonstrated that great differences existed amOrig the several schools in the accounting procedures Which they used. This, the area of financial accounting, is an area which warrants additional study, and if budget Comparisons are to be made for the purpose of financing, the standardization of pertinent reporting procedures. 132 Ar1 analysis of the budgets demonstrated that school budgets and accounting procedures were either organized similar to a profit—making business or they were not organized in a manner to provide accurate reporting. The first case, organization similar to a business enterprise, could result from a general tendency of the schools to always show a loss for any given year. Specific methods used in accomplishing a "book" loss were (1) charges against depreciation of donated buildings and equipment, and (2) contingency reserves based on the assumption that all employees would be discharged and thus eligible for indemnification under National labor laws. The purpose of this study was not to evaluate or to judge the validity of budgetary and accounting procedures, rather to demon- strate that comparisons of budgets can be inaccurate. Reasons for projecting a loss can be attributed to these circumstances (1) the binational schools are gener— a1 1y organized as non-profit associations and such orQanizations exempt them from payment of taxes, (2) the b1national schools apparently prefer to follow procedures in accounting practices which show any surplus as a reserve for a specific purpose, and (3) the schools Presumably believe that solicitation of funds is more SnCcessful when a loss rather than a reserve is evidenced in their operations. 133 From this section of Chapter 111, these conclusions ar‘ e presented: 1. The binational schools are almost exclusively supported by tuition. Over 80 per cent of the schools studied receive far less revenue than the average in the U.S.; and an average of all schools demonstrates revenue of approximately one-half of that expended per pupil in the U. S. Whatever and irrespective of the stated purposes of the binational schools, the amount of revenue largely predetermines the type of schools they become. The revenue of the binational schools, as a whole, demonstrates that they receive less revenue than that required for a minimum program which could fulfill their stated objectives. Monetary aid from the U. S. government is insignificant to all schools, on a per pupil basis, except those which enroll a majority of national children and even in these cases the total amount is insignificant. Budget and accounting procedures and practices in the schools vary widely and comparisons of budgets may be inaccurate. 13h 7. Most all schools are inclined to demonstrate that they are operating at a loss, and they may be, but their budgets do not identify nor differentiate between cash losses and book losses. The following tables present detailed information <3c>I1cerning this section. Table 3.16 presents the sources cnf‘ revenue reported by the 16 binational schools in 1‘9651-62; Table 3.17 presents this same information on 8. {Der pupil basis, and Table 3.18 presents the varying scotirces of income by per cent. 135 00.00H 0.0 m. m.m 0.H 0.0 0.00 000 . . . . . . lemmopmm 000.000.00 000.0m0 000.H0 000.0m0 0mm.0:0 000.m00 N00.H00.m0 Hdaoa 000.00: 111 111 111 111 111 000.00: 00 a0~.0 111 111 0mH.H 000.0 0Hm.m m::.0 mH 000.mm 111 111 111 111 111 000.mm :H HH0.00H HHm.0 111 111 000.0H 000.0 0m~.0mH 0H 000.mm 111 111 000.H 000.0 111 000.0H NH 000.00 111 111 00m.: 111 000.mH 000.00 HH 0am.H0 00m.H 111 000.0m 111 H00.m 0:0.00 0H mHm.mmH 000.0 111 111 111 0NN.0m0 NHN.00 0 000.0mm 111 111 000 111 111 000.0mm 0 300.0am 111 111 111 111 111 000.0am a 000.00 00~.m 111 m0H.m 000.m 111 03:.mm 0 50:.NH m0 111 000 m00.m 111 050.0 m Hmm.0mH 00H.m 111 0m~.m 00H.0 111 00m.N:H : 000.0m: :00.H . 111 H00.0 000.m 111 000.03: 0 0H0.0m mHH.m 0 111 . 000 0m0.m 111 0m0.0: m 0H0.~m 111 000.H0 :00.H 0 000.0 0 111 000.0H 0 H wsomc mucmpo mpcmno aqua mmmm cam Hmpoe 1mHHmomHz mcon wdngwdoQ mmoo .m.D doHpHsH Hoocom m01H00H “doaada< aura; 0H mHoaaom HwaoHsmch 00000H0m 000% smsaoamm 0300>0m 00 0000300 0H.0 mdmeg 136 .00: 00.0:0H 11 11 11 11 11 11 0.000 0H.0:0H 00 .000 00.000 0.0H 00.00 0.00 00.00 0.00 00.0: 0.00 00.00 0H .000 00.00H 11 11 11 11 11 11 0.00H 00.00H :H .00: 00.000 0.0 00.0 0.0 H0.0H 0.0 00.0 0.00 00.00: 0H .00H 00.:00 0.: 0H.0 0.:0 00.00 11 11 0.00 HH.HHH 00 .000 00.000 0.: 00.00 11 11 :.0H 00.00 H.00 00.000 HH .000 00.000 0.0: 00.H00 11 11 0.0 00.0H 0.0: 00.00 00 .00H :0.000 0.: 00.00 11 11 0.00 00.000 H.00 :0.0H0 0 .00H 11 11 11 11 11 11 11 0.00H 0:.000 0 .m.z .0.2 0 .00H 00.00 0.HH 00.0 0.0 H0.0 11 11 H.H0 00.00 0 .00H 0H.H0 :.0 0H.0 0.0H 00.HH 11 11 0.00 0H.:: 0 .000 00.000 0.0 0:.0: 0.0 00.: 11 11 H.00 00.:00 : .000 00.:00 0.0 00.0 0. 00.H 11 11 0.00 0H.000 0 .000 00.0HH 0.0 00.0 0.0H H0.HH 11 11 :.:0 00.00 0 .000 00.000 0.00 00.0H 0.00 0:.:0 11 11 0.00 H0.00H H .0 CO0 #COU .0de “COD 1.0de pom .wouc. pom .mnd. hum .mp0. 00m .090. pom .wo...<. Hoonom H0000 awdpo HH<. 000000 0000 bdmadam>00.0.: 0000 0:0 0000000 m01H00H “0H0000m Hwaofismch 00000Hm 0H HHasm 000 000000m 00 000000 :.0 0000.0 137 00 :0 11 11 11 11 11 0.000 00 : 00 111 111 0.0H 0.00 0.00 0.00 00 02 02 111 111 111 111 111 0.00H :0 0 00 H.0 111 111 0.0 0.0 0.00 0H 00 0: 111 111 0.: 0.:0 111 0.00 0H 00 00 111 111 0.: 111 :.00 0.00 00 00 0: 0.0 111 0.0: 111 0.0 0.0: 00 0: 00 0.: 111 111 111 0.00 0.00 0 00 0H 111 111 H. 111 111 0.00 0 00 00 111 111 111 111 111 0.000 0 0 00 0.0 111 0.0 0.0 111 H.00 0 0 000 0. 111 0.0 0.0H 111 0.00 0 0: 00 0.0 111 0.0 0.0 111 H.00 : 0: 0: 0. 111 0.0 0. 111 0.00 0 00 00 0.0 111 0.0 0.00 111 :.:0 0 00 00 111 0.0 0.0 0.00 111 0.00 H .m .3. HwCoHu3mZ mpthmv -wpddhmo wmwm Ucw 00000000 000000000002 .0002 00000 000000000 0000 .0.: 0000000 Hoodo0 001H00H 00000004 0H000 d0 0H0000m H000H000Hm 00000H0m 00000000000 00 0000000 00 0000000 00.0 0000.0 138 C}- SCHOOL PLANT The quality of the school plant has a direct effect upon several of the basic questions of this study. Even though good teaching can take place in inadequate facilities, the probabilities are that the quality of instruction will not be much better or worse than the quality of the physical facilities. Standards appropriate to binational schools have not yet been developed; however, inasmuch as the binational schools purport to demonstrate U. S. methodology and practices, it is not inappropriate to examine their facilities in terms of the U. S. standards. Criteria offered by the National Council of School House Construc— ti on were, in fact, adopted in 1961 by the Association Of American Schools in Mexico as a basis for evaluating School building capacities. These criteria specify that a classroom should provide a minimum of 2.3 square meters of usable floor space per to accommodate twenty-five students, a classroom should con- Pupi1, with 2.8 square meters being preferred. Thus, tail-n at least 57 and preferably 70 square meters of floor Space. . This section concerning the school plant is limited to an analysis of the size of the classrooms in 18 of the binational schools. A detailed study of the size of the 139 classrooms in the binational schools is considered of greatest importance to the basic questions of this study because: (1) most schools report capacity enrollments; (2) pupil-teacher ratios, as related to classroom capacities, are reported to influence teacher compensa- tion, and (3) most schools report overcrowded conditions and one reported space utilization as high as 174 per cent of capacity as determined by the adopted minimum standards. Almost all binational school directors identify limited financial resources as the major problem con- fronting the schools. Because of financial limitations, the binational schools cannot recruit and retain qualified teachers, cannot develop adequate instructional materials, and in general cannot attain those objectives to which they ascribe and aspire. An analysis of the size of the classrooms in the 13inational schools demonstrates that the schools which llave the greatest financial limitations cannot expand 'their enrollments to an economical level of operation 1>ecause they do not have classrooms large enough to Eiccommodate groups large enough to generate necessary iIlcome. Fifty-six per cent of the classrooms in the binational Sczhools are not adequate to accommodate a section of 25 lho pupils. Over 90 per cent of the revenue available to the schools is received from tuition and fees charged to the students enrolled. The size and adequacy of classrooms is presented in Table 3.19. The percentage of space utilization reported by all schools was 102 per cent aflowing 2.8 square meters per child, and 8h per cent using 2.3 square meters. Using the desirable amount of space for each child-- 2.8 square meters-nonly 30 per cent of the schools have additional space available for an expanded enrollment. An analysis of the schools with more than 100 per cent of space utilization reveals that 30 per cent of them have fewer than 25 pupils per classroom. One school 101th 105 per cent utilization reports only thirteen pupils per classroom. Space utilization is presented in Table 3.20 and the number of pupils per classroom is demonstrated in Table 3.21. From the information available in this section, 'these conclusions are warranted: 1. Over half of the classrooms in the binational schools are too small to accommodate an enrollment of 25 pupils. 2. Most of the schools which reported low per pupil revenue have classrooms which do not permit an expanded enrollment, even lul 000H 0H0 u 00 000n00 000 n 000 000 00 0H ::1 00 00 00 00 0000, m0 0H0000 00 0 0 HH HH 0H 0H 0 0 0H 0 0 0H HH 0 0 0H :: 0H H 0 0H 0 0 H :H HH 0 0 0H 00 0 0 0H 0H :H 0 0 H H H HH 0 H 0 0 0 0H 00 0 0H : : 0 0: 0 : H H 0 0 0 : 0H 0 0 0 0 00 H H 00 H 0 0 H H H 0 0 00 H 00 : H0 HH 0 H0 0 H 00 0 0 0 0H H 0H 0 0 0H 0H H 0002 to 00 :0100 001H0 001:0 00100 00100 0:10: 0:100 00 000H weoopmmeo 000002 Hoocom H0009 000002 .wm CH mun .ow CH muHm 000002 mpmoom dH oun 1HmEHcH2 o>on<. HwemcH2 00doEmA~domm HMEacdzusofiflw moauoe< chmq cH wHoonom Hmcoprch 0N CH meooomwwHo 00 xomoooo< 0cm wme .0mnsdz 25 30.2 r 102 EdEmes 0000000000 00 0000 000 00 005000 00>0 0000000000: 0000 000 ooH do 0000m .000000 000050 .m .D 0 000 0 .NE m: 00 0000H00000 003 000008 000500 Ndnom 00000 000 00 00000000 Eooermeo S000 0.0.0 «whouomhwv Hooflow 0A0“ Umwhoamh mmdmh 00.:. .Ho 5.35.0me do www.mmH :0 00H 000.0 00H~0 :0000 0:0«00 H0000 0: 00 000 000 00: 000 .H 0H 00 00 :00 000 00H 000 0H 00 00 00H 00 :0 0:0 0H :0H 00H 000 000 :00 Hm0 0H 00 H0H 000.H 000 000 0 0.0 :H 0: 00 0:0 000 00H 000 0H 00 0H0 0:0 000 000 000 0H 0HH :0H 000 0H0 H0: 00 HH 00 00H 00H 0:H 00H 0H 0H 00H 00H 00: 000 000 :000H 0 00 :0 000 000 H00 00000 0 00 0HH H0 00 00 0H0 0 :0H 0H0 000 00: 000.H 000~H 0 :0H 00H 0:H 0HH 000 000 0 00 :0H 000 000 000 0000H : 00 00 0H:~0 000.H 000.H 00000 0 00H 000 000 000 000 000 0 00 00H 0:0 000 0H0 000 H 0HH00 000 0H000 000 0E 0 0 0E 0 0 0a 0.0 05 0.0 0HH00 000 0e pcmaHHo0cm H0H00H002< 0s 00080000cm 0050Q< 8080x02 Hoocom N0000000000D 0m00a0000m EzEHx02 mHoozom 00000H00 0H 0H sofipmNHHHpa 00000 0:0 00000 0H00H00>< .0000000000 00.0 mgmdg 1113 TABLE 3.21 Total Number of Classrooms Contrasted to Total Enrollment in Selected Binational Schools in Latin America Number of Number of Pupils School Enrollment Classrooms Per Classroom 1 210 16 13 2 550 19 29 3 1,500 81 19 u 660 28 2h 5 220 8 28 6 1,050 28 38 7 86 6 In 8 501 42 12 9 635 20 32 10 158 8 2O 11 M21 In 30 12 320 2O 16 13 162 ll 15 111 999 L111 2:3 15 26M 11 2h 16 SL1 7 8 17 196 10 2O 18 nos 26 16 Total 8, 389 399 21 um though the average number of pupils in each classroom is below 25. Several of the schools! classrooms are dangerously overcrowded. Over half of the classrooms in the schools cannot accommodate a number of children adequate to generate sufficient income for the improvement of the schools. CHAPTER IV .A REVIEW OF PARENTS‘ PERCEPTIONS OF THE BINATIONAL SCHOOL1AI MONTERREY, MEXICO The review of the literature (Chapter 1) regarding binational schools indicated some of the aspirations held by those who have observed or who support such schools, and also identified those objectives to 'which the schools subscribe in whole or in part. rSimilarly, the information obtained from school directors and reported in Chapter III is descriptive of objectives and aspirations attributed to the binational schools. However, neither the literature nor the directors .supply information regarding either the extent to which sschool aspirations are fulfilled or the degree to which {Darents of the children enrolled in a binational school Eire gratified by school performance of their children in 21 binational setting. Neither is there any information EIVailable which lends understanding to parental opinion CHJncerning the bicultural and bilingual aspects of a binational school. Although there has been substantial déascriptive study done of binational schools, little eValuative work has been accomplished. ILLS 1A6 Thus, this chapter treats parents! perceptions concerning a binational school-~its policies, its bicultural nature and its binational objectives. Con- clusions are drawn directly and indirectly from the responses of parents. The American School Foundation of Monterrey, Mexico, 'was selected for study. This school conducted an extensive self—study in 1961—62, with the collaboration of the College of Education of Michigan State university. 1A major element of the self—study was a survey of opinion and judgment conducted among parents of the children enrolled. The Monterrey school is a useful object of special study, as the following data indicate, both because it is genuinely binational and because its self-study has produced evaluative as well as descriptive data. More- over, the Monterrey school is the only case in which parents? views have been carefully obtained regarding a 'variety of school problems. The following data are drawn from the survey of [Barentsl views, conducted by the American School Foundation IDf Monterrey during the l961—62 academic year. The parents of children then enrolled in the school Vwere, for the most part, of Mexican or Uhited States 0500 2000080x00000 00 2000000100m=* 00H 0.00 H.0: 0.H 0.H 0.H :.0 0.0H 0.0H 0.00 0.:0 00000000000 0.00H 0.00 H.0: 000 000 000 0H 0 0 0H 00H 0HH :H0 00H 0H00o0 O/ mmu.: .00H 0 00 00 0 0 0 0 0 0 0 00 0 .o.o 0H.HH 0.00 :.H: 00 H: 00 H 0 0 H H0 :0 0H 0 0H10H 0.00 0.H0 0.00 0:H 00 00 0 H 0 0 0H 00 00 00 0 10 0.H0 0.0: 0.00 000 H0H 00H 0 : 0 0 00 H0 00 HoH 0 1H 0.0 0.H: 0.00 H0 00 00 H H . H 0 0H :H. 0H 0H *H000001000 H000H 0H00o 020m 000852 00000 020m 0000w1020m 0H000 020m 00000 020m MH000 020m flan—bk. mDMpdmuupmnH wfiwfloh HwOHLmEdZ h®£00 .woDIOOfixmz 0m .3 0000wa22 Cofiwaxrfim 0 0 H H 0 a 0 H 0 0 z x0m 0:0 20000000002 000 0m0000o00m 000 000852 20 2008850 08080000cm 00000>0Q 0.: 050<0 150 TABLE 0.3 Enrollment Distribution Study by Grade, Nationality and Sex 1961-62 Mexico U. S. Mex.-U.S. Other Grade W W B G W Total Pre-primer l9 13 18 10 2 l 1 1 61 Grade 1 21 13 6 8 2 1 O 2 53 2 25 25 10 12 O 1 1 2 76 3 11 12 1o 5 2 1 o o 01 u 25 10 10 u o o 1 6h 5 11 10 10 0 1 o 1 2 05 6 8 1o 11 15 o o 2 1 07 7 17 02 8 6 1 1 o o 75 8 6 16 h 8 2 2 1 O 39 9 10 10 8 5 O O O O 33 10 O 9 10 12 O O 2 O 33 11 1 l 5 6 O O O O 13 12 1 9 9 3 1 o o 1 20 Commercial 0 26 O O O O O O 26 Total 155 218 119 102 15 7 8 10 630 _ 151 U. 8. families. In the following discussion the per— centages cited refer to respondents and not to the total possible number of parents. Objectives Instructional—objectives. The views of parents regarding the extent to which the school was effective in achieving its instructional objectives are indicated in Table 8-8- Mexican and United States parents disagreed in interesting respects concerning the degree to which the school was effective in language instruction; each group thought that its own language was being adequately taught to the other group's children as a second language, but U. S. parents were not pleased with their own children‘s mastery of English. For example, regarding the teaching of Spanish as a second language for United States chfldren, 79 per cent of Mexican, but only 27 per cent of U. 5., parents thought the school was doing "very well"; 99 per cent of Mexican parents, but only 59 per cent of LL 5. parents, deemed the program adequate ("very well" or "fairly well"). Normally, one might expect, parents would be the best judges of their own children's success; but most United States parents did not speak spanish as well as their children. Regarding the teaching of English as a second language for Mexican children, 82 per cent of 152 : 0.0: 0.00 0 00 00 0 00 00 0HH00H0H00 xch0 00 000HH00 000 00000500 000 00 0000000>0Q .: 0H 0.00 0.H0 00 00 00 0 00 H0 0:00H03 .0 0 00 00 0H 0: 00 0 0H 00 00H000m .0 0 0.00 0.00 0H 00 H0 0 :H :0 00Hx0000 1< 000Hmcm 00 0008 1800 0000 0 0>0n 00000000 .m .D 0000 000000000050 .w 0.HH 0: 0.0: 0 H: :0 0H 00 0: 0000HH00 0000002 00 00050000 050000 0 00 00HH000 00H00000 .0 H0 00 00 H: 00 00 H 00 00 0000HH00 .m .D 00 00050000 000000 0 00 0000000 00000008 .H 0003 0003 0H0: 0H0: 0003 0003 200oom 20000m 20N> 200oom 200000 200> 200oom 200002 200> 00>0000000 000000m 00< 00:000m .m .3 000000& 0000x02 000000000000 80 00000000mv 00>00o0000 0000000500000 0000002 00 00000>00o000m 00 000m0m :.: 00m<0 153 0.:0 0: 0.00 00 0: m 0H 0: 00 0H003 .0 0: 00 H0 00 00 H :0 00 00 00H00s< 0H000 .0 00 0.00 0.00 0: 0: 00 0 00 00 00H00z .0 0.00 0.00 00 00 0: 0H 00 :0 00 000000 000H05 .< «00 08000000 00800000 000 000000000 000000 00 200>0000800 00000500 000 00 0000000>0Q .m HH03. H003 0003 HH03 0003 0003 200000 200000 200> >0000m 200000 20m> 200000 200000 20m> 00>00o0000 0000000 00¢. 0000000 .0 .3 0000000 0000X02 A0050000000 :.: 00008 15A the Mexican parents indicated satisfaction with the program ("very well" or "fairly well"), as did 95 per cent of U. 8. parents. Concerning the school‘s success in guaranteeing that United States children have a good command of English, 12 to 30 per cent of U. 3. parents thought the school was performing poorly in teaching them to speak, read and write their first language; virtually all Mexican parents thought the school did well at this task. All Mexican parents responded that the school was successful in developing students' ability to think critically and independently and only 8 per cent of the U. 8. parents indicated poor performance in this area; whereas 72 per cent of Mexican parents thought this task was being done "very well," only 33 per cent of the U. 8. parents so thought. Of major significance was the indication by over 30 per cent of all parents that the school was performing poorly in developing the students' sensitivity to social, political and economic problems of the United States, Latin America and the World. Regarding development of the students' sensitivity to the social, political and economic problems of Mexico, however, 9h per cent of the .Mexican and 60 per cent of U. 5. parents felt that the school was successful. The presentation of U. 5. problems 'was deemed successful by 66.5 per cent of all parents. 155 The detailed responses concerning these objectives are summarized in Table h.h. Relational objectives. A.stated objective common to virtually all binational schools is that of improving or enlarging binational relations and understanding. The degree of success of the Monterrey school in accomplishing this objective was exceptionally high, according to the parents, whose views are summarized in Table U-S- Retention of students. If a child is withdrawn from a binational school because the family is moving or because he is being sent abroad for study, his withdrawal is not a matter for concern to the school. However, a perplexing problem for all school boards, administrators, faculty and parents is the withdrawal of students from the binational school for the purpose of entering national or "compethng" private schools. Withdrawal suggests, at first thought, dissatisfaction with the school. The reasons advanced by parents in the Monterrey survey are noted in Tables u.6 and h.7. These reasons, it should be noted, are explanations they advanced for the with- drawal of any students, and do not suggest that they had ever withdrawn their own children from the school. Given a list of nine pre—tested reasons plus an "other-uplease specify" option, parents were asked to 156 0H m.:: 0.H: 0H 0: 00 H0 0: 00 0.0: 0.0: 0H 0: 00 0 00 mm 000000 000 000 000002 00 0000000000 000000>00 0 00000000 .0 .D 00 0000000000 H0 000000 1000 000000: 00000 000 00000 .0 .D 000 00 0000000000 000000>00 0 000000 0: 000000000 000 00 00000000 0000002 000 .m .3 0003000 000000000 10000 000000000000m 00 00000000 0003 @0000 00m 00 000-000>00 00 0003 .000000 0000 0000000000 00 00000000 0000002 000 .m .3 00000008 0003 0003 0003 0003 0003 0003 500000 000000 >0m> 000000 000000 >0m> 000000 500000 000> 0>00o0000 0000000 000 0000000 .0 .3 0000000 0000002 000000000000 00 00000000mv 00>00o0000 0000000000 000000: 00 00000>00o000m 00 000m0m m.: 00000 0000 00000 0000 000000 00 00000000 0000 0000000 .0 0H 0 0H 0.0m :0 0H 00 00 0 0 00 00 0H00 I000>000 0000000 00000000000m .m m.0 0.0H m.HH 0 0 0H HH HH 0 0H 0H m 0000 000000 0.000 0000000 000 0000000000 000 0000 .0 0m 0H 0 0 0H 00 0 00 00 00 NH 0 00000000x0 000 0000 0000000 .0 0.0H 0H 0.H0 00 0H 0H HH 0 0H 0H 0H 0 000000 00H0000 0 0000 000000 00000000 0 000000 09 .m 0.0 m.0 m.: 0 0 0 0 0 0H 0H 0 0 H00000 0000000000000 0 000000 00 00000000 0003 000 00 0000000 .0 0 0 0 H 0 0 0 H 0 0 0 H 00000000000000 000 00 ::0 0000000 - 0:0 0000000 - :10 0000000 00000000 >0000WMMW0M0000 000 000 00000000 00¢ 00000000 .m 00000000 0000002 0000000 000000000000 00 00000000mv H0000 00000 00 0000 0H0000 00 00000000 3000000300000000 0000000 000000000 0002 0000 00 0000000000003 00000000 0.: 000<0 158 00000>00 000000 000000 000 000 000 00000 000 000 030 000000080 0008 000000 008000 000000 000 000 000000 00009 000000080 0008 008000 000000 000 000 000000 0000 * o 00 o m.w o 00.30000000 000 x003 00 0000 000 000 000000000 00 m o m.® mm 0 000000000008<= 00080000 00000000 00 0000 mm m.o o 00 mm 0 0000000 00000 00 0.0 00 0 00 0 000H000 0000H 0000 H0000 0000 000000 00 00000000 0000 0000000 m0 0 0o o 00 0 000000 0000000000000 0 000000 00 00000000 0003 000 00 0000000 000 m 00 J :00 m 000000 0000000 0 0000 000000 00000000 0 000000 00 0HH 0 00 m 000 0 0000 000000 000000 0000000 000 0000000000 000 0000 00H 0 0HH 0 00m 0 00000000x0 0000 0000000 HmH m 0HH m 000 m 0000 000 000: 00 30H 000 000000000 mdm 0 0mm 0 mom 0 0000000>0 000 8000000 000000000o0m 000000 0000 000000 0000 000000 0000 0000000 000000 0000000 .0 .D 0000x0z 0000000 00< 0H00000 H0000 00000 00 0000 HH0000 00 00000000 30000003 0000000 0000000 00 0000000000003 00000000 00 $0000> 00000 0000000 000 0000 0.0 00000 159 indicate the four reasons they deemed most important, ranking them from one to four. Table h.6 is arranged to indicate the percentage of parents who ranked each item. It is perhaps worthy of note that no Mexican parent availed himself of the "other-aplease specify" option, although several U. 5. parents did so. The reasons are listed in Table h.7 in order of importance as ranked by parents. The single most important reason, according to 75 per cent of Mexican parents and 30 per cent of U. 5. parents, was the unavailability of the approved Mexican bachillerato or senior high school program; 98 per cent of the Mexican parents and 93 per cent of the U. 5. parents specified this as one of the four most important reasons for withdrawal. The second most important reason, one noted by 52 per cent of Mexican and 58 per cent of U. 5. parents, was that "standards are too low or work too easy"; in this case, 19 per cent of the Mexican parents and 26 per cent of U. 8. parents gave this reason their second rank— ing; 8 per cent of Mexican parents and 22 per cent of U. 5. parents gave first ranking to this reason. Inas- much as this reason applies almost exclusively to Mexican children (for U. 5. children are rarely withdrawn from the binational school for entry into national schools), the comparison is revealing. It appears that U. S. 160 parents are more inclined to attribute low standards to the school than are Mexican parents, despite the popular Latin American belief that a "hard" school is a "good" school-~and national schools 213 "hard." Tuition fees and "exclusiveness." Binational schools in large cities of Latin America are frequently accused of being "snobbish" or "exclusive." There is reason to believe that this may be true to a certain degree. Although 62.5 per cent of the parents thought the school should not be an "exclusively upper-class institution," 31 per cent of Mexican parents and Uh per cent of U. 5. parents responded that it should be. Responses to this and related economic items are sum— marized in Table h.8. Learning achieved and "work" required. Significant insights into the nature of binational schools were gained from parents! observations concerning "learning" and "work." Their responses, summarized in Table n.9, indicate their belief that children "learn more" in a binational school than they would in ordinary schools. Mexican and U. 5. parents were in remarkable agreement on this point, yet they diverged very sharply on the question whether children "work harder" or "work less" in such a school. Mexican parents, 80 per cent of them,thought the children work harder, but 71 per cent 161 NN op m.mo :H 00 mm 00 m.~m ow am pm as om pm we m: pm :3 05 mm pm 00 mo mp :o pm mm mm pcOpppsp opp co puma ham zoo poonan poo» mmom muopoppco oommpp>ppo mmmp pom mapnmuwpocom HmCopppoom :wpppwpmo op xomw poocow oHSocm pcoppSpppmcp mmmponpoaa: zpm>pwspo Ixo do on Hoonom opsonm ~5mppmpdoz mo>mop kppEmM Mp come on m>onm op deppomoxo opponm «pmpmp mzwpo IanB on Mp do>m mppopcm pcoUSpm m wapp ocp pm cook Hooaom opppcm cm pom aopppdp hog op mpcopma mpmmppno kppprom Hoozom opsonm .N oz swoop wo> oz mm> mpCocmm mopMpm ooppo: 02 mm» mpcmpmm cmopxmz EmgH AmommpCmopoa up mowdoamomv m.: momaw copppsh ocm womb mcpccmodoo wmwcoamom popCmpmm 162 TABLE h.9 Parental Opinion Concerning Learning and Work in a Binational and Essentially Bilingual Institution (Responses in percentages) Area Mexican American Total 1. Learning .A. Learn more 71 72 V 71.5 B. Learn less 29 28 28.5 2. Work A. ‘Work harder 80 29 5h.5 B. Work less 20 71 15.5 163 of U. 5. parents thought the opposite. Restated, Mexican -parents thought their children work harder but learn more. U. 5. parents thought the children learn more despite working less. "Basic" educational objectives. An effort was made to learn what additional subjects parents thought to be "basic" by asking them what should be offered as a part of the "regular" program of the school and which subjects should be offered as extra-cost options. The responses are summarized in Table h.lO. It is noteworthy that, in general, U. 8. parents conceived of a more generous "basic program" than did the Mexican parents. The two groups agreed as to the inclusion of physical education, sports, developmental reading, and advanced arithmetic and science. However, although U. 5. parents would include music and art as "basic," Mexican parents would not. Summary The school at Monterrey serves a genuinely binational "constituency" and student body. Therefore, it may be presumed to be an appropriate school in which to examine additional facets of "binationality." It is clear, of course, that the "binationality" of a school resides not only in the differing national origins of its students, but also in the composition of its professional 16).; m.mm m.pw o: :m Hp om wpooom op am op oo mm mp ooppmosom poopwsom a: mm a: mm o: Hm oocopom oooco>u< m.o: m.mm m: mm m: mm oppoeoppo¢.oooom>u< m: mm om :o oo o: oppoeappo< HmpooEQm m.o: m.©m mm me o: :m mcpomom HmpcoanHo>om m: am pm oo mm m: oopowom pmpoosom op pm :N om mp mm cmEooo N.mm m.®m so mm NF mm seamen m.mm m.~: :: om Ho on pu< Hm o: o: oo mo mo cows: Coppao doppao doppao pmoo Empmopm pwoo Eopmopm pmoo Emumopm Imppxm opwmm Imppxm opmwm nwupxm upwmm poohndm mpcocom mpdocmm Hmpoe mopmpm omppcb doUHXoE nwmmproocoa up womcoawomv poocom kcwpcosopm map up mcoppao pmoo wupxm mm no Eocmoom upmmm map go ppmm a mo mpomnnsm mo coppmopmppcmoH Hmpcmuom op.: momag 165 staff, in the content and concept of its instructional program, and in other questions of educational policy and practice. A.concern for several such matters was implicit in the choice of the questions posed to parents in the Monterrey self—study; questions which were chosen, it should be noted, after preliminary discussions within the binational parental committees responsible for the self-study. The Monterrey school’s constituency evidently holds these aspirations for the school: 1. That the school advance international understanding. 2. That the school impart a second language (Spanish and English, respectively) to the U. S. and Mexican children enrolled. 3. That the school develop within its students an appreciation for the culture and traditions of both the U. S. and Mexico. A. That the school present to the local community a favorable representation of the U. S. and that, similarly, it develop within the local U. S. "colony" a sympathetic appreciation of the "host" nation, Mexico, and its culture. 166 These aspirations are held in common by both Mexican parents and U. 8. parents. These aspirations, expressed as objectives of school operation, create no conflicts within the school’s constituency; with respect to them, differences of nationality carry no basic differences of viewpoint. Hence these may be termed the "binational goals" of the binational school. There are other objectives valued by Mexican and U. 8. parents respectively which are not identical. Some aspirations are "domestic" rather than "binational." For example, U. 5. parents, by and large, expect the binational school to equip their children for U. 5. higher education. Some Mexican parents share this expectation; but many Mexican parents want the binational school to provide for their children a program of instruction that satisfies the entrance requirements of higher education in Mexico or elsewhere in Latin America, hence the importance assigned by parents to the bachill- eratg_program. It is clear, in short, that the two major groups within the school constituency do have different as well as common interests and objectives. Such differences do not necessarily create conflict within the constituency. However, they do underscore a major problem faced by each binational school: to the extent that the school 167 attempts to be a truly international school rather than an "American School" transplanted to Latin America. The problem and the challenge is to invent educational programs that blend "U. S." and "Latin American" characteristics so artfully as to reconcile potential conflict, and to satisfy the two sets of aspirations, in a single program of international education. CHAPTER V THE EMERGENCE OF RELATIONS BETWEEN THE BINATIONAL SCHOOLS AND U. S. ORGANIZATIONS The binational schools in Latin America have been related to several U. S. organizations in their history. The first formal relationship was the accreditation in 1928 of one school in Mexico by the Southern Association of Colleges and Schools (SACS). Since that time, sundry U. S. organizations have indicated interest and concern for the welfare of the schools. The SACS made no significant progress in working with the schools until after the founding of the Inter- American Schools Service (IASS) in l9h3.1 Before this time, the SACS had no funds for travel expenses, and the schools could not afford to pay for the services. With the founding of the IASS, the SACS had the opportunity, under LASS sponsorship, to send representatives to the schools and to evaluate them for accreditation. The SACS now seeks to accredit eligible schools throughout Latin America at the secondary level (Grades 7-12). It also conducts a cooperative program 1Roy T. Davis, "American Schools Programs in Latin America," The Educational Record, vol. 33, (1952), p. 319. 168 r g7”? 169 designed to bring about improvement in elementary educa- tion. The standards for accreditation of the binational schools have been somewhat modified in practice. However, the official standards are not adapted to the peculiar nature of the binational school. This is evident from a review of standards for teacher salaries, for example. SACS standards require a minimum annual salary of $3,000 for an individual teacher and a minimum average salary of $3,h00 for all teachers.2 Minimum and average salaries in several accredited binational schools are far below these standards.31 The binational schools themselves seek accreditation for several obvious reasons: (1) to improve the possibil- ity of the transfer of their students into U. 5. schools, (2) to assist their graduates in entering U. S. univer— sities, and (3) to set minimum standards for themselves. The SACS has been of great service to the schools in providing them with an effective, even though infre- quent, contact with the U. S. education profession. This alone has stimulated interest among the several profes- sionally isolated schools, as was evidenced by a meeting 2Southern Association of Colleges and Schools, "Principles and Standards," (Atlanta, 1960). 3Michigan State University, College of Education, "The Binational Schools in Mexico," (1960). 170 of directors from representative schools in New Orleans in 1962.)"L The SACS is organized to work with the binational schools through the committee on Latin American Relations Commission on Secondary Schools.5 .A standard accreditation requirement of the SACS is that the school must conduct a self-evaluation using the standard Evaluative Criteria? Once gaining accredita- tion, the school periodically must re—evaluate itself using the same guide. Initial and continuing accredita~ tion of a school is dependent also upon visitation by a member of the Commission on Secondary Schools of the 7 Association. For several years, the accreditation process was the principal contact the schools had with the U. S. education profession. The contact was limited to those schools which were accredited, and the contact was made by the accreditation examiners. Accordingly, professional and technical service to the schools was limited since a single and infrequent "evaluator" could provide only a modicum of advice and counsel. ll‘Improving International Understanding Through Binational Education, SACS, (Atlanta, 1962). TS"Proceedings of the Annual Conference, 1961 Southern Association of Colleges and Schools," (Atlanta, 1962). 6"Principl€S and Standards}"gp. cit. 7"Principles and Standards," op, cit. 171 The formation of the Inter-American Schools Service helped SACS extend its work with the binational schools. The IASS itself came into being in 19h3 after the U. S. government developed interest in the schools. Roy Tasco Davis, first director of the Inter-American Schools Service, wrote of its fomnation: In 19h2 the office of the Coordinator of Inter- American.Affairs requested the Council (American Council on Education) to cooperate with it in setting up a program to assist American spon— sored schools in Latin America, and made a grant of $27,000 to the Council for that purpose. In l9h3 the sponsorship of the program was trans- ferred to the Department of State. Since that time the Council has operated under contracts with the Department, and annual grants have been made to the Council gor the purpose of carrying out the project. The IASS has actively engaged in working with the binational schools in many different ways between 19h3 and 1963. Most significantly, it determined eligibility for grants—in—aid and made modest grants to the schools. In addition TASS also assisted in recruiting teachers in the U. S. for the schools. It also exercised a certain amount of influence in assisting the schools in obtaining funds from other sources. These general functions are treated in an excerpt from the "Newsletter," the quarterly publication of IASS: The recruiting service has been considerably expanded, and contacts established with more than A50 teacher placement offices. .As a 8Roy T. Davis, "American Schools Program in Latin America," The Educational Record, V01. 33, (1952), p. 319. 172 result of continued emphasis on increased financial aid for the schools, 18 of them have obtained substantial official aid in local currency funds for building purposes under public Law M80 and six others are to receive aid in dollars under section h00 (e) of the Mutual Security Act. 5.9 _ Since its beginning, IASS has been faced with a financial problem. The number of eligible schools increased dramatically but the total amount of money available to them remained constant.10 The U. S. organizations working with these schools emphasized the importance of cooperation in dealing with financial and related problems. The usefulness of cooperation led to the founding in 1959 of the Associa- tion of American Schools in the Republic of Mexico, as an outcome of a conference of the schools in Mexico. Prior to this time, the binational schools had met in regional conferences in El Savador (1955), in Guatemala (1956) and in Washington (1957).11 These conferences, however, did not result in the organization of an association for continuing and collaborative action. The formation of the AssociatiOn of the six American schools in Mexico in 1959 was preceded by a formal in- 9Inter-American Schools Service, "Newsletter," (July, 1959), Washington, D. C. lolbid. lllbid. 173 service training program that was developed in 1957 by the American School Foundation of Mexico in coopera- tion with Michigan State University. The program was extended to the Colegio Americano de Torreon in 1958. Because of its success and the interest it created, a meeting of all binational schools in Mexico was arranged for the specific purpose of founding an association for cooperative and collaborative action. The conference, sponsored by IASS, was organized by the American School Foundation of Mexico and Michigan State University. The association was immediately successful insofar as participation was concerned. All binational schools in Mexico except the school in Tampico became members. A natural problem arose in the first year of operation—— money. The association was financed by IASS using funds that would otherwise have been distributed as grants-in- aid to individual schools; individual grants thus were reduced-ueliminated in some cases-uto provide funds for the Association. In addition to this problem, one school expressed an "image" problem in that it did not wish to be too closely associated with "U. S. education." Nevertheless, of the eight binational schools in Mexico, six continued to remain active in the Association movement. 17LL The success of the Association program in Mexico-— and the soundness of the idea that limited funds should be invested in planned and cooperative improvement--led IASS to encourage the formation of associations in other areas of Latin America. Consequently, in 1960, four additional regional associations were founded: (1) Central America, (2) Colombia, (3) Venezuela, and (4) Brazil and Argentina. iThe formation of these five regional associations—~ and an increasing interest among the schools to undertake joint action—uled to the organization of a conference in New Orleans in 1962. This conference was organized by the SACS, sponsored by the IASS and attended by representatives from the Latin American associations, Michigan State university and the University of Alabama. This conference resulted in a statement of the common objectives of the associations. These are: 1. To bring to the attention of the educational community in the host country and the united States the accomplishments, unrealized potential, and needs of the member schools, and of the needs of education generally. 2. To develop cooperative working relationships with key public and private educational agencies in Latin America, including institutions of higher education. 3. To provide a systematic program of in-service education to and for teachers in and allied with the association. 175 h. To provide educational consultation in and through member schools of the Association for the purpose of upgrading the programs of the several schools. 5. To provide means whereby teachers in and allied with member schools may earn advanced study certificates or degrees in cooperation with appropriate U. S. and Latin American universities. 6. To provide training and orientation activities for educational personnel in the United States and Latin America who desire or need cross— cultural experiences as a part of their professional growth and development. 7. To provide mutually beneficial programs of student, faculty, and administrative exchange among member schools, and also between member schools and those of other Associa- tions or countries. 8. To identify areas of needed educational research, to promote research activities in member schools and affiliated agencies, and to establish and conduct programs of research in those areas of greatest mutual need and concern. 9. To develop professional guides, units of instruction, and publications aimed at the resolution of the compelling and persistent problems confronting member schools. 10. To bring about a cooperative effort among the member schools to resolve mutual problems. 12 The representatives at the New Orleans conference attributed several types of improvements to the Association movement, These were: 12"Improving International Understanding Through Binational Education," op, cit., p. 3. 176 Improvements in Personnel The quality of training and experience of United States teachers and local national teachers has dramatically increased in recent years. The quality of administrative leader- ship has also improved to the point that most of the schools now have the services of trained educators. With these improvements, the school boards have been able to delegate the adminis- tration of the schools to the directors and assume their proper role as the policy—making body. Improvements in Program More children, particularly those of national families, are engaged in American School programs. The total enrollment of these schools has grown from 4,000 in l9hu to approximately 20,000 in 1960. Enrollments are expanding at a rate of approximately 5 per cent per year. The demand by citizens of the host country is such that many schools have had to expand their physical facilities to accommodate those seeking admission. The scope of instruc- tional programs has markedly increased, especially at the secondary level. Of the fifty binational, non-profit schools, half offer a twelve-grade program of education. There is also evidence of greatly improved elementary school programs. Many of these programs have been accepted by the local governments as meeting the require- ments for entrance to local universities. There are increasing instances of the use of the schools! plants and personnel for demon- stration purposes in cooperation with local authorities. Improvements in International Relations Increasingly, these schools have taken on binational and bicultural characteristics. Today most have provisions for binational boards of control, faculties and student bodies; and most have established dual or blended curricula. 177 Relationships with local educational agencies have been improved in many instances: In Colombia, the American High School program in Bogota has been accredited by the National Ministry of Education, a genuine breakthrough in official relationships. In Guatemala City, the American School is actually employed as a laboratory and teacher training institute on behalf of the National Ministry of Education and the National University. In addition, academic and psychological test materials developed by American School personnel have been adopted for use by all public schools in Guatemala. In Mexico, D. F., key American School personnel serve as professors at the National University. ‘With growing improvements in personnel and programs, the popular image of the schools has improved to the point where many are accepted as a vital educational force in their community. Increasingly, the schools are being turned to by professional persons among the National population for demonstrations of teaching methods, materials of instructions, school plant design and such specialized services as library, counseling and guidance and academic testing. Some schools, through their recreational and cultural prograns, have created an interest on the part of children, parents and profes- sionals for the adoption of such activities into National school programs. Increasingly, the improving quality of American Schools has commanded the respect of many Nationals, particularly among the so— called leading families, to the point that most schools enroll today children from those families holding the highest educational aspirations and standards. These National families in turn are among the strongest 178 advocates of continued improvements in the personnel, programs and services of the schools. A. Improvements in Funds and Facilities In recent years, American Schools in Latin America have begun to come out of the basements and attics of sub-standard facilities. Since 1958, new buildings have been completed in Monterrey, Guadalajara and Torreon, Mexico; Bogota and Cali, Colombia; Santiago, Chile; Guatemala, Guatemala; Sao Paulo and Rio de Janiereo, Brazil; Tegucigalpa, Honduras; San Salvador, El Salvador; and Buenos Aires, Argentina. .A large number of other schools have improved and expanded existing facilities. A.variety of local and governmental sources have assisted in the improvement of facilities, among the latter including funds from the International Cooperative Agency (Agency for International Development), Public Law A80, business and industrial corporations and private individuals. Despite marked improvements, most of the schools are still poorly housed or operating with incomplete facilities. In Mexico, for example, approxi— mately 50 per cent of the available class- rooms in eight American Schools are still sub-standard.13 The activities of the Association in Mexico during the period 1961-62 serves is an example of the extent of Association activity. During this period, the Association arranged the following: 1. Credit courses for 180 teachers in four schools. 2. Two workshops in one school. 3. The provision of supervisors from larger schools to the smaller ones for consulta- tions and pre-school workshops. 13 Ibid.,ppo LL-So 179 h. The services of ten U. S. university consultants for a total of 250 days, and 5. The organization of two self--studies.u‘L These services, exclusive of the self-studies, were operated on an annual budget of $12,000. Including cost of travel, per diem allowances, publications, conference expense and credit courses for 180 teachers, the cost per consultant day was approximately $h8. The courses alone on a U. S. university campus for 150 teachers (in a three-hour course at a cost of $9 per quarter hour) would average $1h,580. There seems to be little doubt that the $12,000 were exceptionally productive. The self-studies organized through the Association were paid for by the participating schools, namely, those of Mexico, D. F., and Monterrey. The results of these studies, unique in Latin America, were published: 1. The American School Looks to the Future, Mexico, D. F., 1961, and 2. Planning for the Future, Monterrey, Mexico, 1962. These studies are extremely helpful in gaining an understanding of the binational school. It is noteworthy that the American School Foundation of Monterrey submitted I"Ibid., pp. 6-7. 180 the study recommendations to its controlling body and they were accepted without dissent. The Mexico City report was reviewed and approximately 85 per cent of the recommendations for improvement implemented by the board and staff.15 It is pertinent to note the differences in objectives listed by the two schools: Mexico City "The official purpose of the school is to prepare qualified students in the English language for entrance into U. 5. colleges and universities"; this applies basically to the secondary division, since half of the elementary division programs must be in Spanish, as required by the Mexican National curriculum. Having chosen to offer its programs to an international student body, the school necessarily performs four educational functions in addition to college preparation in English. These are (l) a bicultural elementary program, (2) an acceptable curriculum for students preparing to enter the National Autonomous University of Mexico, (3) terminal 16 programs, and (h) services. 15Board of Directors, "Progress Report," American School Foundation of Mexico, D. F., (October, 1962). lélbido, pp. 2‘3. 181 Monterrgyp The school in Monterrey listed the following objectives: .A. The primary purpose of the American School in Monterrey now, and in the future, should be to provide an education which will enable our students to enter and successfully complete their formal education in outstand- ing colleges and universities. B. A.second purpose of our school is to continue to strengthen and improve the relationships between the American School community and the Monterrey total community. C. A.third purpose of our school is to capitalize on the unique educational advantages of a bi— national school; advantages which are of value to both the Mexican and United States children. D. .A fourth purpose of the American School is to assist each individual student in achieving his maximum potential both as an individual and as a contributing citizen of his native country.17 These objectives represent two distinct points of View: 17"Planning for the Future," 22; Cit- Po 15- 182 l. U. S. type education perceived as a commodity made available to a Latin American community, and 2. .A program designed for the students who live in the community. These two points of view-~and many variations of each-~are replicated among the binational schools through- out Latin America. The self-studies produced at least a clear definition of objectives. The schools can be presumed to know what their objectives are and what is involved in attaining them. These initial self—evaluations will probably result in continuing study and re-evaluation. Perhaps one of the most significant reasons for the ssuccess of the association movement in Latin America may Ipe attributed to the fact that institutional responsibili- tLies for them is being assumed by U. S. universities. 17115 fact is obvious from manifestations of continuing iIlterest and support as demonstrated in the activities DI? the Association in Mexico, and in the commitment and aczcommodations that U. S. institutions made in order to Work with schools in Latin America. The published example of one university's commitment 155 demonstrated in an annual summary of Latin American acrtivities by the College of Education of Michigan State Lkliversity.18 18Harl T. Hereford, "Annual Summary of Latin American AU2tivities," College of Education, Michigan State Univer- sity, East Lansing, Michigan, (August, 1962). 183 In summary, M. S. U. was engaged in the following activities in Latin America: 1. m Latin America Area Program Polipy An ad hoc faculty committee prepared a "Charter" to guide the College's program development in Latin America. The document was reviewed in each interest area. In addition to specific position statements, the "Charter" emphasizes these basic elements: a. A.Systematic Staff Development Program b. A.Domestic Clientele Development Program c. A.Program of Research and Publications d. An Overseas Extension of Instructional and Research Activities e. A.New'Kind of Graduate Program f. A Program of Intra-University Cooperative Activities.19 Staff Development The Mexico and Central America School Associations have now signed five-year agreements with the College which secure their cooperation in and support of the College staff annually undertaking four-one-term assignments or any reasonable subdivision thereof in Latin America. Ignaw” p. 2. 18h Domestic Clientele Programs In cooperation with American Schools in Mexico and Central America, M.S.U. graduate students may now obtain an exceptional international study and teach— ing experience. The new graduate program allows qualified 5th or 6th year students to earn a master's or sixth year diploma upon successful completion of a calendar year program which includes the following: a. Approximately 15 hours of General Profes- sional Studies, normally including the Master's core courses or their advanced graduate equivalent. b. Approximately 15 hours of Specialized Professional Studies including up to seven months of teaching, independent study and research in one or more American Schools in Mexico and/or Central America. c. .Approximately 15 hours of Hemispheric Studies including elements of the economics, politics, culture, sociology and education of Latin America. The new program was approved formally by the Curriculum Committee of the College on January 18, 1962. Graduate students will assist normalista teachers in these tasks: (a) teaching of English as a second 185 language, (b) unit building, and (c) instructional materials development. In addition to their teaching and consultation duties, the graduate students will pursue independent studies and research related to education in the Mexican culture. university Cooperation Perhaps the most potentially significant development of the past year was the establishment of a center for educational research and improvement (in Spanish, intituto de Investigacion y Mejoramiento Educativos" or IIME (ee-may). A contract for $610,000 was successfully negotiated with REPAS, a division of AID, to conduct research in the broad fields of secondary and higher education. It is anticipated that the university of San Carlos will be officially designated a regional center for the five Central American Republics and that all or most Central American graduate students carrying a major in educa— tion and psychology will enroll for their graduate work in the Center. Whether the Center realizes its regional aspirations, or is delimited in scope to Guatemala, M.S.U. has now gained a valuable Latin American extension for undertaking long—range research and improvement programs. 6. 186 School Cooperations In addition to the new Central American Research Center, the College negotiated five-year agreements with American School associations in Mexico and Central America. M.S.U. teaching, consultation and research centers have been established. A New Program for Teachers In—Service in Latin America Because of a paucity of opportunities for teachers in—service in Latin America to acquire advanced work in professional education, the Curriculum Committee of the College approved a new program January 18, 1962, which permits qualified Latin American teachers to acquire advanced work at M.S.U. through M.S.U. school centers holding the bachelor's degree or licenciatura (a Latin American university degree variously equated with the bachelor's or master’s degree of U. S. universities) may acquire a master's degree from M.S.U. through this program. Teachers holding a normalista certificate may acquire a Diploma for Advanced Study in Education through the same program. Each candidate completes an individually planned program in accordance with the following program: a. Approximately 15 hours in the General Professional Studies taught by M.S.U. 187 staff in Center schools in Mexico and Central America. b. Approximately 15 hours of Specialized Professional Studies consisting of work- shops, independent study and research under the direction of M.S.U. lecturers and taught by qualified professionals in Mexico and Central America. c. Approximately 15 hours of Hemispheric Studies including the economics, politics, culture and education of the Western Hemisphere. Each in-service teacher plans a program with a resident advisor. An on-campus committee approves the program. d. Resident credit is awarded for independent study. Each student must also complete at least one summer session on-campus.2O The most recent development in the agencies involved in support of binational schools was the incorporation of IASS into the International Schools Foundation late in 1963. Both of these agencies now form the International Schools Services. Their policies concerning the binational schools in Latin America have not yet been formulated.21 Balbido, pp. LL-Bo 21"Progress Report, Fiscal Year 1963," (International Schools Services, Washington, D. C., October, 1963), p. 2. From the information in Chapter V, these conclusions emerge: l. 188 The work of the SACS through accreditation processes has been notable but not significant in the direct improvement of the schools. The most significant contribution of SACS has been to establish a contact for the schools with the U. 5. educational profession. There is an inherent incompatibility in arrangements whereby both improvements service and accreditation review are conducted by the same individual or team, hence the role of the SACS is somewhat restricted. The funds available to IASS (not more than $250,000 in any year) are inadequate for the significant improvement of the schools through grants—in-aid. It can be demonstrated that the associations can be highly productive with limited financing. There are outstanding examples of U. 5. university participation in improving the schools, even though the results are not yet conclusive. CHAPTER VI CONCLUSIONS AND INTERPRETATIONS Nine basic questions were raised in Chapter I concerning the 53 U.S. sponsored binational schools in Latin America. Basic information and analyses concerning the schools were presented in subsequent chapters. The purposes of this chapter are (a) to summarize the con- clusions drawn from analyses of basic information and (b) to essay to interpret them in a manner useful to the education profession in the United States. The conclusions of the study are set forth in Sections ArG of this chapter, and each section treats of one or a combination of the nine basic questions. Two interpretations are included in this chapter and presented in Sections H and I respectively. First, a distinction is drawn between (1) the 'UMnerican" school in Latin America and (2) the "binational" school. The distinction is warranted because the data from the study clearly indicate that there are two distinctly different types of schools, whatever their appelation, each a valid representation of different