NOTICE: This opinion is subject to
formal revision before publication in the preliminary print of the
United States Reports. Readers are requested to notify the Reporter
of Decisions, Supreme Court of the United States, Washington,
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SUPREME COURT OF THE UNITED STATES
_________________
Nos. 19–267 and 19–348
_________________
OUR LADY OF GUADALUPE SCHOOL,
PETITIONER
19–267
v.
AGNES MORRISSEY-BERRU
ST. JAMES SCHOOL, PETITIONER
19–348
v.
DARRYL BIEL, as personal representative
of the ESTATE OF KRISTEN BIEL
on writs of certiorari to the united states
court of appeals for the ninth circuit
[July 8, 2020]
Justice Alito delivered the opinion of the
Court.
These cases require us to decide whether the
First Amendment permits courts to intervene in employment disputes
involving teachers at religious schools who are entrusted with the
responsibility of instructing their students in the faith. The
First Amendment protects the right of religious institutions “to
decide for themselves, free from state interference, matters of
church government as well as those of faith and doctrine.”
Kedroff v.
Saint Nicholas Cathedral of Russian Orthodox
Church in North America,
344 U.S.
94, 116 (1952). Applying this principle, we held in
Hosanna-Tabor Evangelical Lutheran Church and School v.
EEOC,
565 U.S.
171 (2012), that the First Amendment barred a court from
entertaining an employment discrimination claim brought by an
elementary school teacher, Cheryl Perich, against the religious
school where she taught. Our decision built on a line of lower
court cases adopting what was dubbed the “ministerial exception” to
laws governing the employment relationship between a religious
institution and certain key employees. We did not announce “a rigid
formula” for determining whether an employee falls within this
exception, but we identified circumstances that we found relevant
in that case, including Perich’s title as a “Minister of Religion,
Commissioned,” her educational training, and her responsibility to
teach religion and participate with students in religious
activities.
Id., at 190–191.
In the cases now before us, we consider
employment discrimination claims brought by two elementary school
teachers at Catholic schools whose teaching responsibilities are
similar to Perich’s. Although these teachers were not given the
title of “minister” and have less religious training than Perich,
we hold that their cases fall within the same rule that dictated
our decision in
Hosanna-Tabor. The religious education and
formation of students is the very reason for the existence of most
private religious schools, and therefore the selection and
supervision of the teachers upon whom the schools rely to do this
work lie at the core of their mission. Judicial review of the way
in which religious schools discharge those responsibilities would
undermine the independence of religious institutions in a way that
the First Amendment does not tolerate.
I
A
1
The first of the two cases we now decide
involves Agnes Morrissey-Berru, who was employed at Our Lady of
Guadalupe School (OLG), a Roman Catholic primary school in the
Archdiocese of Los Angeles. Excerpts of Record (ER) 58 in No.
17–56624 (CA9) (OLG).[
1] For
many years, Morrissey-Berru was employed at OLG as a lay fifth or
sixth grade teacher. Like most elementary school teachers, she
taught all subjects, and since OLG is a Catholic school, the
curriculum included religion. App. 23, 75. As a result, she was her
students’ religion teacher.
Morrissey-Berru earned a B. A. in English
Language Arts, with a minor in secondary education, and she holds a
California teaching credential.
Id., at 21–22. While on the
faculty at OLG, she took religious education courses at the
school’s request, ER 41–ER 42, ER 44–ER 45, ER 276, and was
expected to attend faculty prayer services, App. to Pet. for Cert.
in No. 19–267, p. 87a.[
2]
Each year, Morrissey-Berru and OLG entered into
an employment agreement, App. 21,[
3] that set out the school’s “mission” and
Morrissey-Berru’s duties. See,
e.g.,
id., at
154–164.[
4] The agreement
stated that the school’s mission was “to develop and promote a
Catholic School Faith Community,”
id., at 154, and it
informed Morrissey-Berru that “[a]ll [her] duties and
responsibilities as a Teache[r were to] be performed within this
overriding commitment.”
Ibid. The agreement explained that
the school’s hiring and retention decisions would be guided by its
Catholic mission, and the agreement made clear that teachers were
expected to “model and promote” Catholic “faith and morals.”
Id., at 155. Under the agreement, Morrissey-Berru was
required to participate in “[s]chool liturgical activities, as
requested,”
ibid., and the agreement specified that she
could be terminated “for ‘cause’ ” for failing to carry out
these duties or for “conduct that brings discredit upon the School
or the Roman Catholic Church.”
Id., at 155–157. The
agreement required compliance with the faculty handbook, which sets
out similar expectations.
Id., at 156; App. to Pet. for
Cert. in No. 19–267, at 52a–55a. The pastor of the parish, a
Catholic priest, had to approve Morrissey-Berru’s hiring each year.
Id., at 14a; see also App. 164.
Like all teachers in the Archdiocese of Los
Angeles, Morrissey-Berru was “considered a catechist,”
i.e.,
“a teacher of religio[n].” App. to Pet. for Cert. in No. 19–267, at
56a, 60a. Catechists are “responsible for the faith formation of
the students in their charge each day.”
Id., at 56a.
Morrissey-Berru provided religious instruction every day using a
textbook designed for use in teaching religion to young Catholic
students.
Id., at 45a–51a, 90a–92a; see App. 79–80. Under
the prescribed curriculum, she was expected to teach students,
among other things, “to learn and express belief that Jesus is the
son of God and the Word made flesh”; to “identify the ways” the
church “carries on the mission of Jesus”; to “locate, read and
understand stories from the Bible”; to “know the names, meanings,
signs and symbols of each of the seven sacraments”; and to be able
to “explain the communion of saints.” App. to Pet. for Cert. in No.
19–267, at 91a–92a. She tested her students on that curriculum in a
yearly exam.
Id., at 87a. She also directed and produced an
annual passion play.
Id., at 26a.
Morrissey-Berru prepared her students for
participation in the Mass and for communion and confession.
Id., at 68a, 81a, 88a–89a. She also occasionally selected
and prepared students to read at Mass.
Id., at 83a, 89a. And
she was expected to take her students to Mass once a week and on
certain feast days (such as the Feast Day of St. Juan Diego, All
Saints Day, and the Feast of Our Lady), and to take them to
confession and to pray the Stations of the Cross.
Id., at
68a–69a, 83a, 88a. Each year, she brought them to the Catholic
Cathedral in Los Angeles, where they participated as altar servers.
Id., at 95a–96a. This visit, she explained, was “an
important experience” because “[i]t is a big honor” for children to
“serve the altar” at the cathedral.
Id., at 96a.
Morrissey-Berru also prayed with her students.
Her class began or ended every day with a Hail Mary.
Id., at
87a. She led the students in prayer at other times, such as when a
family member was ill.
Id., at 21a, 81a, 86a–87a. And she
taught them to recite the Apostle’s Creed and the Nicene Creed, as
well as prayers for specific purposes, such as in connection with
the sacrament of confession.
Id., at 20a–21a, 92a.
The school reviewed Morrissey-Berru’s
performance under religious standards. The “ ‘Classroom
Observation Report’ ” evaluated whether Catholic values were
“infused through all subject areas” and whether there were
religious signs and displays in the classroom.
Id., at 94a,
95a; App. 59. Morrissey-Berru testified that she tried to instruct
her students “in a manner consistent with the teachings of the
Church,” App. to Pet. for Cert. in No. 19–267, at 96a, and she said
that she was “committed to teaching children Catholic values” and
providing a “faith-based education.”
Id., at 82a. And the
school principal confirmed that Morrissey-Berru was expected to do
these things.[
5]
2
In 2014, OLG asked Morrissey-Berru to move
from a full-time to a part-time position, and the next year, the
school declined to renew her contract. She filed a claim with the
Equal Employment Opportunity Commission (EEOC), received a
right-to-sue letter, App. 169, and then filed suit under the Age
Discrimination in Employment Act of 1967, 81Stat. 602, as amended,
29 U. S. C. §621
et seq., claiming that the
school had demoted her and had failed to renew her contract so that
it could replace her with a younger teacher. App. 168–169. The
school maintains that it based its decisions on classroom
performance—specifically, Morrissey-Berru’s difficulty in
administering a new reading and writing program, which had been
introduced by the school’s new principal as part of an effort to
maintain accreditation and improve the school’s academic program.
App. to Pet. for Cert. in No. 19–267, at 66a–67a, 70a, 73a.
Invoking the “ministerial exception” that we
recognized in
Hosanna-Tabor, OLG successfully moved for
summary judgment, but the Ninth Circuit reversed in a brief
opinion. 769 Fed. Appx. 460, 461 (2019). The court acknowledged
that Morrissey-Berru had “significant religious responsibilities”
but reasoned that “an employee’s duties alone are not dispositive
under
Hosanna-Tabor’s framework.”
Ibid. Unlike
Perich, the court noted, Morrissey-Berru did not have the formal
title of “minister,” had limited formal religious training, and
“did not hold herself out to the public as a religious leader or
minister.”
Ibid. In the court’s view, these “factors”
outweighed the fact that she was invested with significant
religious responsibilities.
Ibid. The court therefore held
that Morrissey-Berru did not fall within the “ministerial
exception.” OLG filed a petition for certiorari, and we granted
review.
B
1
The second case concerns the late Kristen
Biel, who worked for about a year and a half as a lay teacher at
St. James School, another Catholic primary school in Los Angeles.
For part of one academic year, Biel served as a long-term
substitute teacher for a first grade class, and for one full year
she was a full-time fifth grade teacher. App. 336–337. Like
Morrissey-Berru, she taught all subjects, including religion.
Id., at 288; ER 588 in No. 17–55180 (CA9) (St.
James).[
6]
Biel had a B. A. in liberal studies and a
teaching credential. App. 244. During her time at St. James, she
attended a religious conference that imparted “[d]ifferent
techniques on teaching and incorporating God” into the classroom.
Id., at 260–262. Biel was Catholic.[
7]
Biel’s employment agreement was in pertinent
part nearly identical to Morrissey-Berru’s. Compare
id., at
154–164, with
id., at 320–329. The agreement set out the
same religious mission; required teachers to serve that mission;
imposed commitments regarding religious instruction, worship, and
personal modeling of the faith; and explained that teachers’
performance would be reviewed on those bases.
Biel’s agreement also required compliance with
the St. James faculty handbook, which resembles the OLG handbook.
Id., at 322. Compare ER 641–ER 651 (OLG) with ER 565–ER 597
(St. James). The St. James handbook defines “religious development”
as the school’s first goal and provides that teachers must “mode[l]
the faith life,” “exemplif[y] the teachings of Jesus Christ,”
“integrat[e] Catholic thought and principles into secular
subjects,” and “prepar[e] students to receive the sacraments.”
Id., at ER 570–ER 572. The school principal confirmed these
expectations.[
8]
Like Morrissey-Berru, Biel instructed her
students in the tenets of Catholicism. She was required to teach
religion for 200 minutes each week, App. 257–258, and administered
a test on religion every week,
id., at 256–257. She used a
religion textbook selected by the school’s principal, a Catholic
nun.
Id., at 255; ER 37 (St. James). The religious
curriculum covered “the norms and doctrines of the Catholic Faith,
including . . . the sacraments of the Catholic Church,
social teachings according to the Catholic Church, morality, the
history of Catholic saints, [and] Catholic prayers.” App. to Pet.
for Cert. in No. 19–348, p. 83a.
Biel worshipped with her students. At St. James,
teachers are responsible for “prepar[ing] their students to be
active participants at Mass, with particular emphasis on Mass
responses,” ER 587, and Biel taught her students about “Catholic
practices like the Eucharist and confession,”
id., at ER
226–ER 227. At monthly Masses, she prayed with her students. App.
to Pet. for Cert. in No. 19–348, at 82a, 94a–96a. Her students
participated in the liturgy on some occasions by presenting the
gifts (bringing bread and wine to the priest).
Ibid.
Teachers at St. James were “required to pray
with their students every day,”
id., at 80a–81a, 110a, and
Biel observed this requirement by opening and closing each school
day with prayer, including the Lord’s Prayer or a Hail Mary,
id., at 81a–82a, 93a, 110a.
As at OLG, teachers at St. James are evaluated
on their fulfillment of the school’s religious mission.
Id.,
at 83a–84a. St. James used the same classroom observation standards
as OLG and thus examined whether teachers “infus[ed]” Catholic
values in all their teaching and included religious displays in
their classrooms.
Id., at 83a–84a, 92a. The school’s
principal, a Catholic nun, evaluated Biel on these measures.
Id., at 106a.
2
St. James declined to renew Biel’s contract
after one full year at the school. She filed charges with the EEOC,
and after receiving a right-to-sue letter, brought this suit,
alleging that she was discharged because she had requested a leave
of absence to obtain treatment for breast cancer. App. 337–338. The
school maintains that the decision was based on poor
performance—namely, a failure to observe the planned curriculum and
keep an orderly classroom. See
id., at 303; App. to Pet. for
Cert. in No. 19–348, at 85a–89a, 114a–115a, 120a–121a.
Like OLG, St. James obtained summary judgment
under the ministerial exception,
id., at 74a, but a divided
panel of the Ninth Circuit reversed, reasoning that Biel lacked
Perich’s “credentials, training, [and] ministerial background,” 911
F.3d 603, 608 (2018).
Judge D. Michael Fisher, sitting by designation,
dissented. Considering the totality of the circumstances, he would
have held that the ministerial exception applied “because of the
substance reflected in [Biel’s] title and the important religious
functions she performed” as a “stewar[d] of the Catholic faith to
the children in her class.”
Id., at 621, 622.
An unsuccessful petition for rehearing en banc
ensued. Judge Ryan D. Nelson, joined by eight other judges,
dissented. 926 F.3d 1238, 1239 (2019). Judge Nelson faulted the
panel majority for “embrac[ing] the narrowest construction” of the
ministerial exception, departing from “the consensus of our sister
circuits that the employee’s ministerial function should be the key
focus,” and demanding nothing less than a “carbon copy” of the
specific facts in
Hosanna-Tabor.
Ibid. We granted
review and consolidated the case with OLG’s. 589 U. S. ___
(2019).
II
A
The First Amendment provides that “Congress
shall make no law respecting an establishment of religion, or
prohibiting the free exercise thereof.” Among other things, the
Religion Clauses protect the right of churches and other religious
institutions to decide matters “ ‘of faith and
doctrine’ ” without government intrusion.
Hosanna-Tabor, 565 U. S., at 186 (quoting
Kedroff, 344 U. S., at 116). State interference in that
sphere would obviously violate the free exercise of religion, and
any attempt by government to dictate or even to influence such
matters would constitute one of the central attributes of an
establishment of religion. The First Amendment outlaws such
intrusion.
The independence of religious institutions in
matters of “faith and doctrine” is closely linked to independence
in what we have termed “ ‘matters of church
government.’ ” 565 U. S., at 186. This does not mean that
religious institutions enjoy a general immunity from secular laws,
but it does protect their autonomy with respect to internal
management decisions that are essential to the institution’s
central mission. And a component of this autonomy is the selection
of the individuals who play certain key roles.
The “ministerial exception” was based on this
insight. Under this rule, courts are bound to stay out of
employment disputes involving those holding certain important
positions with churches and other religious institutions. The rule
appears to have acquired the label “ministerial exception” because
the individuals involved in pioneering cases were described as
“ministers.” See
McClure v.
Salvation Army, 460 F.2d
553, 558–559 (CA5 1972);
Rayburn v.
General Conference
of Seventh-day Adventists, 772 F.2d 1164, 1168 (CA4
1985). Not all pre-
Hosanna-Tabor decisions applying the
exception involved “ministers” or even members of the clergy. See,
e.g.,
EEOC v.
Southwestern Baptist Theological
Seminary, 651 F.2d 277, 283–284 (CA5 1981);
EEOC v.
Roman Catholic Diocese of Raleigh,
N. C.,
213 F.3d 795, 800–801 (CA4 2000). But it is instructive to
consider why a church’s independence on matters “of faith and
doctrine” requires the authority to select, supervise, and if
necessary, remove a minister without interference by secular
authorities. Without that power, a wayward minister’s preaching,
teaching, and counseling could contradict the church’s tenets and
lead the congregation away from the faith.[
9] The ministerial exception was recognized to preserve
a church’s independent authority in such matters.
B
When the so-called ministerial exception
finally reached this Court in
Hosanna-Tabor, we unanimously
recognized that the Religion Clauses foreclose certain employment
discrimination claims brought against religious organizations. 565
U. S., at 188. The constitutional foundation for our holding
was the general principle of church autonomy to which we have
already referred: independence in matters of faith and doctrine and
in closely linked matters of internal government. The three prior
decisions on which we primarily relied drew on this broad
principle, and none was exclusively concerned with the selection or
supervision of clergy.
Watson v.
Jones, 13 Wall. 679
(1872), involved a dispute about the control of church property,
and both
Kedroff,
344 U.S.
94, and
Serbian Eastern Orthodox Diocese for United States
and Canada v.
Milivojevich,
426
U.S. 696 (1976), also concerned the control of property, as
well as the appointment and authority of bishops.
In addition to these precedents, we looked to
the “background” against which “the First Amendment was adopted.”
Hosanna-Tabor, 565 U. S., at 183. We noted that
16th-century British statutes had given the Crown the power to fill
high “religious offices” and to control the exercise of religion in
other ways, and we explained that the founding generation sought to
prevent a repetition of these practices in our country.
Ibid. Because Cheryl Perich, the teacher in
Hosanna-Tabor, had a title that included the word
“minister,” we naturally concentrated on historical events
involving clerical offices, but the abuses we identified were not
limited to the control of appointments.
We pointed to the various Acts of Uniformity,
id., at 182, which dictated what ministers could preach and
imposed penalties for non-compliance. Under the 1549 Act, a
minister who “preach[ed,] declare[d,] or [spoke] any thing” in
derogation of any part of the Book of Common Prayer could be
sentenced to six months in jail for a first offense and life
imprisonment for a third violation. Act of Uniformity, 2 & 3
Edw. 6, ch. 1. In addition, all other English subjects were
forbidden to say anything against the Book of Common Prayer in
“[i]nterludes[,] play[s,] song[s,] r[h]ymes, or by other open
[w]ord[s].”
Ibid. A 1559 law contained similar prohibitions.
See Act of Uniformity, 1 Eliz., ch. 2.
After the Restoration, Parliament enacted a new
law with a similar aim. Ministers and “Lecturer[s]” were required
to pledge “unfeigned assent and consent” to the Book of Common
Prayer, and all schoolmasters, private tutors, and university
professors were required to “conforme to the Liturgy of the Church
of England” and not “to endeavour any change or alteration” of the
church. Act of Uniformity, 1662, 14 Car. 2, ch. 4.
British law continued to impose religious
restrictions on education in the 18th century and past the time of
the adoption of the First Amendment. The Schism or Established
Church Act of 1714, 13 Ann., ch. 7, required that schoolmasters and
tutors be licensed by a bishop. Non-conforming Protestants, as well
as Catholics and Jews, could not teach at or attend the two
universities, and as Blackstone wrote, “[p]ersons professing the
popish religion [could] not keep or teach any school under pain of
perpetual imprisonment.” 4 W. Blackstone, Commentaries on the Laws
of England 55 (8th ed. 1778). The law also imposed penalties on
“any person [who] sen[t] another abroad to be educated in the
popish religion . . . or [who] contribute[d] to their
maintenance when there.”
Id., at 55–56.
British colonies in North America similarly
controlled both the appointment of clergy, see
Hosanna-Tabor, 565 U. S., at 183, and the teaching of
students. A Maryland law “prohibited any Catholic priest or lay
person from keeping school, or taking upon himself the education of
youth.” 2 T. Hughes, History of the Society of Jesus in North
America: Colonial and Federal 443–444 (1917). In 1771, the Governor
of New York was instructed to require that all schoolmasters
arriving from England obtain a license from the Bishop of London. 3
C. Lincoln, The Constitutional History of New York 485, 745 (1906).
New York law also required an oath and license for any
“ ‘vagrant Preacher, Moravian, or disguised Papist’ ” to
“ ‘Preach or Teach, Either in Public or Private.’ ” S.
Cobb, The Rise of Religious Liberty in America 358 (1902).
C
In
Hosanna-Tabor, Cheryl Perich, a
kindergarten and fourth grade teacher at an Evangelical Lutheran
school, filed suit in federal court, claiming that she had been
discharged because of a disability, in violation of the Americans
with Disabilities Act of 1990 (ADA), 42 U. S. C.
§12112(a). The school responded that the real reason for her
dismissal was her violation of the Lutheran doctrine that disputes
should be resolved internally and not by going to outside
authorities. We held that her suit was barred by the “ministerial
exception” and noted that it “concern[ed] government interference
with an internal church decision that affects the faith and mission
of the church.” 565 U. S., at 190. We declined “to adopt a
rigid formula for deciding when an employee qualifies as a
minister,” and we added that it was “enough for us to conclude, in
this our first case involving the ministerial exception, that the
exception covers Perich, given all the circumstances of her
employment.”
Id., at 190–191. We identified four relevant
circumstances but did not highlight any as essential.
First, we noted that her church had given Perich
the title of “minister, with a role distinct from that of most of
its members.”
Id., at 191. Although she was not a minister
in the usual sense of the term—she was not a pastor or deacon, did
not lead a congregation, and did not regularly conduct religious
services—she was classified as a “called” teacher, as opposed to a
lay teacher, and after completing certain academic requirements,
was given the formal title “ ‘Minister of Religion,
Commissioned.’ ”
Id., at 177–178, 191.
Second, Perich’s position “reflected a
significant degree of religious training followed by a formal
process of commissioning.”
Id., at 191.
Third, “Perich held herself out as a minister of
the Church by accepting the formal call to religious service,
according to its terms,” and by claiming certain tax benefits.
Id., at 191–192.
Fourth, “Perich’s job duties reflected a role in
conveying the Church’s message and carrying out its mission.”
Id., at 192. The church charged her with “ ‘lead[ing]
others toward Christian maturity’ ” and “ ‘teach[ing]
faithfully the Word of God, the Sacred Scriptures, in its truth and
purity and as set forth in all the symbolical books of the
Evangelical Lutheran Church.’ ”
Ibid. Although Perich
also provided instruction in secular subjects, she taught religion
four days a week, led her students in prayer three times a day,
took her students to a chapel service once a week, and participated
in the liturgy twice a year. “As a source of religious
instruction,” we explained, “Perich performed an important role in
transmitting the Lutheran faith to the next generation.”
Ibid.
The case featured two concurrences. In the
first, Justice Thomas stressed that courts should “defer to a
religious organization’s good-faith understanding of who qualifies
as its minister.”
Id., at 196. That is so, Justice Thomas
explained, because “[a] religious organization’s right to choose
its ministers would be hollow . . . if secular courts
could second-guess” the group’s sincere application of its
religious tenets.
Id., at 197.
The second concurrence argued that application
of the “ministerial exception” should “focus on the function
performed by persons who work for religious bodies” rather than
labels or designations that may vary across faiths.
Id., at
198 (opinion of Alito, J., joined by Kagan, J.). This opinion
viewed the title of “minister” as “relevant” but “neither necessary
nor sufficient.”
Id., at 202. It noted that “most faiths do
not employ the term ‘minister’ ” and that some “consider the
ministry to consist of all or a very large percentage of their
members.”
Ibid. The opinion concluded that the
“ ‘ministerial’ exception” “should apply to any ‘employee’ who
leads a religious organization, conducts worship services or
important religious ceremonies or rituals, or serves as a messenger
or teacher of its faith.”
Id., at 199.
D
1
In determining whether a particular position
falls within the
Hosanna-Tabor exception, a variety of
factors may be important.[
10] The circumstances that informed our decision in
Hosanna-Tabor were relevant because of their relationship to
Perich’s “role in conveying the Church’s message and carrying out
its mission,”
id., at 192, but the other noted circumstances
also shed light on that connection. In a denomination that uses the
term “minister,” conferring that title naturally suggests that the
recipient has been given an important position of trust. In
Perich’s case, the title that she was awarded and used demanded
satisfaction of significant academic requirements and was conferred
only after a formal approval process,
id., at 191, and those
circumstances also evidenced the importance attached to her role,
ibid. But our recognition of the significance of those
factors in Perich’s case did not mean that they must be met—or even
that they are necessarily important—in all other cases.
Take the question of the title “minister.”
Simply giving an employee the title of “minister” is not enough to
justify the exception. And by the same token, since many religious
traditions do not use the title “minister,” it cannot be a
necessary requirement. Requiring the use of the title would
constitute impermissible discrimination, and this problem cannot be
solved simply by including positions that are thought to be the
counterparts of a “minister,” such as priests, nuns, rabbis, and
imams. See Brief for Respondents 21. Nuns are not the same as
Protestant ministers. A brief submitted by Jewish organizations
makes the point that “Judaism has many ‘ministers,’ ” that is,
“the term ‘minister’ encompasses an extensive breadth of religious
functionaries in Judaism.”[
11] For Muslims, “an inquiry into whether imams or other
leaders bear a title equivalent to ‘minister’ can present a
troubling choice between denying a central pillar of
Islam—
i.e., the equality of all believers—and risking loss
of ministerial exception protections.”[
12]
If titles were all-important, courts would have
to decide which titles count and which do not, and it is hard to
see how that could be done without looking behind the titles to
what the positions actually entail. Moreover, attaching too much
significance to titles would risk privileging religious traditions
with formal organizational structures over those that are less
formal.
For related reasons, the academic requirements
of a position may show that the church in question regards the
position as having an important responsibility in elucidating or
teaching the tenets of the faith. Presumably the purpose of such
requirements is to make sure that the person holding the position
understands the faith and can explain it accurately and
effectively. But insisting in every case on rigid academic
requirements could have a distorting effect. This is certainly true
with respect to teachers. Teaching children in an elementary school
does not demand the same formal religious education as teaching
theology to divinity students. Elementary school teachers often
teach secular subjects in which they have little if any special
training. In addition, religious traditions may differ in the
degree of formal religious training thought to be needed in order
to teach. See,
e.g., Brief for Ethics and Religious Liberty
Commission of the Southern Baptist Convention et al. as
Amici Curiae 12 (“many Protestant groups have
historically rejected any requirement of formal theological
training”). In short, these circumstances, while instructive in
Hosanna-Tabor, are not inflexible requirements and may have
far less significance in some cases.
What matters, at bottom, is what an employee
does. And implicit in our decision in
Hosanna-Tabor was a
recognition that educating young people in their faith, inculcating
its teachings, and training them to live their faith are
responsibilities that lie at the very core of the mission of a
private religious school. As we put it, Perich had been entrusted
with the responsibility of “transmitting the Lutheran faith to the
next generation.” 565 U. S., at 192. One of the concurrences
made the same point, concluding that the exception should include
“any ‘employee’ who leads a religious organization, conducts
worship services or important religious ceremonies or rituals, or
serves as a messenger or
teacher of its faith.”
Id.,
at 199 (opinion of Alito, J.) (emphasis added).
Religious education is vital to many faiths
practiced in the United States. This point is stressed by briefs
filed in support of OLG and St. James by groups affiliated with a
wide array of faith traditions. In the Catholic tradition,
religious education is “ ‘intimately bound up with the whole
of the Church’s life.’ ” Catechism of the Catholic Church 8
(2d ed. 2016). Under canon law, local bishops must satisfy
themselves that “those who are designated teachers of religious
instruction in schools . . . are outstanding in correct
doctrine, the witness of a Christian life, and teaching skill.”
Code of Canon Law, Canon 804, §2 (Eng. transl. 1998).
Similarly, Protestant churches, from the
earliest settlements in this country, viewed education as a
religious obligation. A core belief of the Puritans was that
education was essential to thwart the “chief project of that old
deluder, Satan, to keep men from the knowledge of the
Scriptures.”[
13] Thus, in
1647, the Massachusetts General Court passed what has been called
the Old Deluder Satan Act requiring every sizable town to establish
a school.[
14] Most of the
oldest educational institutions in this country were originally
established by or affiliated with churches, and in recent years,
non-denominational Christian schools have proliferated with the aim
of inculcating Biblical values in their students.[
15] Many such schools expressly set
themselves apart from public schools that they believe do not
reflect their values.[
16]
Religious education is a matter of central
importance in Judaism. As explained in briefs submitted by Jewish
organizations, the Torah is understood to require Jewish parents to
ensure that their children are instructed in the faith.[
17] One brief quotes Maimonides’s
statement that religious instruction “is an obligation of the
highest order, entrusted only to a schoolteacher possessing ‘fear
of Heaven.’ ”[
18] “The
contemporary American Jewish community continues to place the
education of children in its faith and rites at the center of its
communal efforts.”[
19]
Religious education is also important in Islam.
“[T]he acquisition of at least rudimentary knowledge of religion
and its duties [is] mandatory for the Muslim individual.”[
20] This precept is traced to the
Prophet Muhammad, who proclaimed that “ ‘[t]he pursuit of
knowledge is incumbent on every Muslim.’ ”[
21] “[T]he development of independent
private Islamic schools ha[s] become an important part of the
picture of Muslim education in America.”[
22]
The Church of Jesus Christ of Latter-day Saints
has a long tradition of religious education, with roots in
revelations given to Joseph Smith. See Doctrine and Covenants of
the Church of Jesus Christ of Latter-day Saints §93:36 (2013). “The
Church Board of Education has established elementary, middle, or
secondary schools in which both secular and religious instruction
is offered.”[
23]
Seventh-day Adventists “trace the importance of
education back to the Garden of Eden.”[
24] Seventh-day Adventist formation “restore[s] human
beings into the image of God as revealed by the life of Jesus
Christ” and focuses on the development of “knowledge, skills, and
understandings to serve God and humanity.”[
25]
This brief survey does not do justice to the
rich diversity of religious education in this country, but it shows
the close connection that religious institutions draw between their
central purpose and educating the young in the faith.
2
When we apply this understanding of the
Religion Clauses to the cases now before us, it is apparent that
Morrissey-Berru and Biel qualify for the exemption we recognized in
Hosanna-Tabor. There is abundant record evidence that they
both performed vital religious duties. Educating and forming
students in the Catholic faith lay at the core of the mission of
the schools where they taught, and their employment agreements and
faculty handbooks specified in no uncertain terms that they were
expected to help the schools carry out this mission and that their
work would be evaluated to ensure that they were fulfilling that
responsibility. As elementary school teachers responsible for
providing instruction in all subjects, including religion, they
were the members of the school staff who were entrusted most
directly with the responsibility of educating their students in the
faith. And not only were they obligated to provide instruction
about the Catholic faith, but they were also expected to guide
their students, by word and deed, toward the goal of living their
lives in accordance with the faith. They prayed with their
students, attended Mass with the students, and prepared the
children for their participation in other religious activities.
Their positions did not have all the attributes of Perich’s. Their
titles did not include the term “minister,” and they had less
formal religious training, but their core responsibilities as
teachers of religion were essentially the same. And both their
schools expressly saw them as playing a vital part in carrying out
the mission of the church, and the schools’ definition and
explanation of their roles is important. In a country with the
religious diversity of the United States, judges cannot be expected
to have a complete understanding and appreciation of the role
played by every person who performs a particular role in every
religious tradition. A religious institution’s explanation of the
role of such employees in the life of the religion in question is
important.
III
In holding that Morrissey-Berru and Biel did
not fall within the
Hosanna-Tabor exception, the Ninth
Circuit misunderstood our decision. Both panels treated the
circumstances that we found relevant in that case as checklist
items to be assessed and weighed against each other in every case,
and the dissent does much the same. That approach is contrary to
our admonition that we were not imposing any “rigid formula.” 565
U. S., at 190. Instead, we called on courts to take all
relevant circumstances into account and to determine whether each
particular position implicated the fundamental purpose of the
exception.[
26]
The Ninth Circuit’s rigid test produced a
distorted analysis. First, it invested undue significance in the
fact that Morrissey-Berru and Biel did not have clerical titles.
769 Fed. Appx., at 460; 911 F. 3d, at 608–609;
Post, at
15–16. It is true that Perich’s title included the term “minister,”
but we never said that her title (or her reference to herself as a
“minister”) was necessary to trigger the
Hosanna-Tabor
exception. Instead, “those considerations . . . merely
made Perich’s case an especially easy one.” Brief for United States
as
Amicus Curiae 19. Moreover, both Morrissey-Berru and Biel
had titles. They were Catholic elementary school
teachers,
which meant that they were their students’ primary teachers of
religion. The concept of a teacher of religion is loaded with
religious significance. The term “rabbi” means teacher, and Jesus
was frequently called rabbi.[
27] And if a more esoteric title is needed, they were
both regarded as “catechists.”[
28]
Second, the Ninth Circuit assigned too much
weight to the fact that Morrissey-Berru and Biel had less formal
religious schooling than Perich. 769 Fed. Appx., at 460–461; 911
F. 3d, at 608;
post, at 16–17. The significance of
formal training must be evaluated in light of the age of the
students taught and the judgment of a religious institution
regarding the need for formal training. The schools in question
here thought that Morrissey-Berru and Biel had a sufficient
understanding of Catholicism to teach their students,[
29] and judges have no warrant to
second-guess that judgment or to impose their own credentialing
requirements.
Third, the
St. James panel
inappropriately diminished the significance of Biel’s duties
because they did not evince “close guidance and involvement” in
“students’ spiritual lives.” 911 F. 3d, at 609;
post, at 12,
17–18. Specifically, the panel majority suggested that Biel merely
taught “religion from a book required by the school,” “joined”
students in prayer, and accompanied students to Mass in order to
keep them “ ‘quiet and in their seats.’ ” 911 F. 3d,
at 609. This misrepresents the record and its significance. For
better or worse, many primary school teachers tie their instruction
closely to textbooks, and many faith traditions prioritize teaching
from authoritative texts. See Brief for InterVarsity Christian
Fellowship USA et al. as
Amici Curiae 26; Brief for
Senator Mike Lee et al. as
Amici Curiae 24–27. As for
prayer, Biel prayed with her students, taught them prayers, and
supervised the prayers led by students. She prepared them for Mass,
accompanied them to Mass, and prayed with them there. See
supra, at 8–9.
In Biel’s appeal, the Ninth Circuit suggested
that the
Hosanna-Tabor exception should be interpreted
narrowly because the ADA, 42 U. S. C. §12101
et seq., and Title VII, §2000e–2, contain provisions
allowing religious employers to give preference to members of a
particular faith in employing individuals to do work connected with
their activities. 911 F. 3d, at 611, n. 5;
post,
at 2–3. But the
Hosanna-Tabor exception serves an entirely
different purpose. Think of the quintessential case where a church
wants to dismiss its minister for poor performance. The church’s
objection in that situation is not that the minister has gone over
to some other faith but simply that the minister is failing to
perform essential functions in a satisfactory manner.
While the Ninth Circuit treated the
circumstances that we cited in
Hosanna-Tabor as factors to
be assessed and weighed in every case, respondents would make the
governing test even more rigid. In their view, courts should begin
by deciding whether the first three circumstances—a ministerial
title, formal religious education, and the employee’s
self-description as a minister—are met and then, in order to check
the conclusion suggested by those factors, ask whether the employee
performed a religious function. Brief for Respondents 20–24. For
reasons already explained, there is no basis for treating the
circumstances we found relevant in
Hosanna-Tabor in such a
rigid manner.
Respondents go further astray in suggesting that
an employee can never come within the
Hosanna-Tabor
exception unless the employee is a “practicing” member of the
religion with which the employer is associated. Brief for
Respondents 12–13, 21. In hiring a teacher to provide religious
instruction, a religious school is very likely to try to select a
person who meets this requirement, but insisting on this as a
necessary condition would create a host of problems. As pointed out
by petitioners, determining whether a person is a “co-religionist”
will not always be easy. See Reply Brief 14 (“Are Orthodox Jews and
non-Orthodox Jews co- religionists? . . . Would
Presbyterians and Baptists be similar enough? Southern Baptists and
Primitive Baptists?”). Deciding such questions would risk judicial
entanglement in religious issues.
Expanding the “co-religionist” requirement,
Brief for Respondents 28–29, 44, to exclude those who no longer
practice the faith would be even worse,
post, at 13. Would
the test depend on whether the person in question no longer
considered himself or herself to be a member of a particular faith?
Or would the test turn on whether the faith tradition in question
still regarded the person as a member in some sense?
Respondents argue that Morrissey-Berru cannot
fall within the
Hosanna-Tabor exception because she said in
connection with her lawsuit that she was not “a practicing
Catholic,” but acceptance of that argument would require courts to
delve into the sensitive question of what it means to be a
“practicing” member of a faith, and religious employers would be
put in an impossible position. Morrissey-Berru’s employment
agreements required her to attest to “good standing” with the
church. See App. 91, 144, 154. Beyond insisting on such an
attestation, it is not clear how religious groups could monitor
whether an employee is abiding by all religious obligations when
away from the job. Was OLG supposed to interrogate Morrissey-Berru
to confirm that she attended Mass every Sunday?
Respondents argue that the
Hosanna-Tabor
exception is not workable unless it is given a rigid structure, but
we declined to adopt a “rigid formula” in
Hosanna-Tabor, and
the lower courts have been applying the exception for many years
without such a formula. Here, as in
Hosanna-Tabor, it is
sufficient to decide the cases before us. When a school with a
religious mission entrusts a teacher with the responsibility of
educating and forming students in the faith, judicial intervention
into disputes between the school and the teacher threatens the
school’s independence in a way that the First Amendment does not
allow.
* * *
For these reasons, the judgment of the Court
of Appeals in each case is reversed, and the cases are remanded for
proceedings consistent with this opinion.
It is so ordered.