Respondent State Bar of California is an "integrated bar" --
i.e., an association of attorneys in which membership and
dues are required as a condition of practicing law -- created under
state law to regulate the State's legal profession. In fulfilling
its broad statutory mission to "promote the improvement of the
administration of justice," the Bar uses its membership dues for
self-regulatory functions, such as formulating rules of
professional conduct and disciplining members for misconduct. It
also uses dues to lobby the legislature and other governmental
agencies, file
amicus curiae, briefs in pending cases,
hold an annual delegates conference for the debate of current
issues and the approval of resolutions, and engage in educational
programs. Petitioners, State Bar members, brought suit in state
court claiming that, through these latter activities, the Bar
expends mandatory dues payments to advance political and
ideological causes to which they do not subscribe, in violation of
their First and Fourteenth Amendment rights to freedom of speech
and association. They requested,
inter alia, an injunction
restraining the Bar from using mandatory dues or its name to
advance political and ideological causes or beliefs. The court
granted summary judgment to the Bar on the grounds that it is a
governmental agency, and therefore permitted under the First
Amendment to engage in the challenged activities. The Court of
Appeal reversed, holding that, while the Bar's regulatory
activities were similar to those of a government agency, its
"administration-of-justice" functions were more akin to the
activities of a labor union. Relying on the analysis of
Abood v. Detroit Bd.
of
Page 496 U. S. 2
Education, 431 U. S. 209 --
which prohibits the agency-shop dues of dissenting nonunion
employees from being used to support political and ideological
union causes that are unrelated to collective bargaining activities
-- the court held that the Bar's activities could be financed from
mandatory dues only if a particular action served a state interest
important enough to overcome the interference with dissenters'
First Amendment rights. The State Supreme Court reversed, reasoning
that the Bar was a "government agency" that could use its dues for
any purpose within the scope of its statutory authority, and that
subjecting the Bar's activities to First Amendment scrutiny would
place an "extraordinary burden" on its statutory mission. With the
exception of certain election campaigning, the court found that all
of the challenged activities fell within the Bar's statutory
authority.
Held:
1. The State Bar's use of petitioners' compulsory dues to
finance political and ideological activities with which petitioners
disagree violates their First Amendment right of free speech when
such expenditures are not necessarily or reasonably incurred for
the purpose of regulating the legal profession or improving the
quality of legal services. Pp.
496 U. S.
9-17.
(a) The State Supreme Court's determination that the State Bar
is a "government agency" for the purposes of state law is not
binding on this Court when such a determination is essential to the
decision of a federal question. The State Bar is not a typical
"government agency." The Bar's principal funding comes from dues
levied on its members, rather than from appropriations made by the
legislature; its membership is composed solely of lawyers admitted
to practice in the State, and its services by way of governance of
the profession are essentially advisory in nature, since the
ultimate responsibility of such governance is reserved by state law
to the State Supreme Court. By contrast, there is a substantial
analogy between the relationship of the Bar and its members and
that of unions and their members. Just as it is appropriate that
employees who receive the benefit of union negotiation with their
employer pay their fair share of the cost of that process by paying
agency-shop dues, it is entirely appropriate that lawyers who
derive benefit from the status of being admitted to practice before
the courts should be called upon to pay a fair share of the cost of
the professional involvement in this effort. The State Bar was
created, not to participate in the general government of the State,
but to provide specialized professional advice to those with the
ultimate responsibility of governing the legal profession. These
differences between the State Bar and traditional government
agencies render unavailing respondent's argument that it is not
subject to the same constitutional rule with respect to the use of
compulsory dues as are labor unions. Pp.
496 U. S.
10-13.
Page 496 U. S. 3
(b)
Abood cannot be distinguished on the ground that
the compelled association in the context of labor unions serves
only a private economic interest in collective bargaining, while
the Bar serves more substantial public interests. In fact, the
legislative recognition that the agency-shop arrangements serve
vital national interests in preserving industrial peace indicates
that they serve a substantial public interest as well. It is not
possible to determine that the Bar's interests outweigh these other
interests sufficiently to produce a different result here. P.
496 U. S. 13.
(c) The guiding standard for determining permissible Bar
expenditures relating to political or ideological activities is
whether the challenged expenditures are necessarily or reasonably
incurred for the purpose of regulating the legal profession or
improving the quality of legal services. Precisely where the line
falls between permissible and impermissible dues-financed
activities will not always be easy to discern. But the extreme ends
of the spectrum are clear: Compulsory dues may not be used to
endorse or advance a gun control or nuclear weapons freeze
initiative, but may be spent on activities connected with
disciplining Bar members or proposing the profession's ethical
codes. Pp.
496 U. S.
13-16.
(d) Since the Bar is already required to submit detailed budgets
to the state legislature before obtaining approval to set annual
dues, the State Supreme Court's assumption that complying with
Abood would create an extraordinary burden for the Bar is
unpersuasive. Any burden that might result is insufficient to
justify contravention of a constitutional mandate, and unions have
operated successfully within the boundaries of
Abood
procedures for over a decade. An integrated bar could meet its
Abood obligation by adopting the sort of procedures
described in
Teacher v. Hudson, 475 U.
S. 292. Questions whether alternate procedures would
also satisfy the obligation should be left for consideration upon a
more fully developed record. Pp.
496 U. S.
16-17.
2. Petitioners' freedom of association claim based on the State
Bar's use of its name to advance political and ideological causes
or beliefs will not be addressed by this Court in the first
instance. P.
496 U. S. 17.
47 Cal. 3d
1152,
255 Cal. Rptr.
542,
767 P.2d 1020
(1989), reversed and remanded.
REHNQUIST, C.J., delivered the opinion for a unanimous
Court.
Page 496 U. S. 4
Chief Justice REHNQUIST delivered the opinion of the Court.
Petitioners, members of the State Bar of California, sued that
body claiming its use of their membership dues to finance certain
ideological or political activities to which they were opposed
violated their rights under the First Amendment of the United
States Constitution. The Supreme Court of California rejected this
challenge on the grounds that respondent State Bar is a state
agency, and as such may use the dues for any purpose within its
broad statutory authority. We agree that lawyers admitted to
practice in the State may be required to join and pay dues to the
State Bar, but disagree as to the scope of permissible
dues-financed activities in which respondent may engage.
Respondent State Bar is an organization created under California
law to regulate the State's legal profession. [
Footnote 1] It is
Page 496 U. S. 5
an entity commonly referred to as an "integrated bar" -- an
association of attorneys in which membership and dues are required
as a condition of practicing law in a State. Respondent's broad
statutory mission is to "promote
the improvement of the
administration of justice.'" 47 Cal. 3d
1152, 1156, 255 Cal. Rptr.
542, 543, 767 P.2d
1020, 1021 (1989) (quoting Cal.Bus. & Prof.Code Ann. §
6031(a) (West Supp.1990)). The association performs a variety of
functions such as
"examining applicants for admission, formulating rules of
professional conduct, disciplining members for misconduct,
preventing unlawful practice of the law, and engaging in study and
recommendation of changes in procedural law and improvement of the
administration of justice."
Id., at 1159, 255 Cal.Rptr., at 545-546, 767 P.2d, at
1023-1024 (quotation omitted). Respondent also engages in a number
of other activities which are the subject of the dispute in this
case.
"[T]he State Bar for many years has lobbied the Legislature and
other governmental agencies, filed
amicus curiae briefs in
pending cases, held an annual conference of delegates at which
issues of current interest are debated and resolutions approved,
and engaged in a variety of education programs."
Id. at 1156, 255 Cal. Rptr. at 543-544, 767 P.2d at
1021-1022. These activities are financed principally through the
use of membership dues.
Petitioners, 21 members of the State Bar, sued in state court,
claiming that, through these activities, respondent expends
mandatory dues payments to advance political and ideological causes
to which they do not subscribe. [
Footnote 2] Asserting
Page 496 U. S. 6
that their compelled financial support of such activities
violates their First and Fourteenth Amendment rights to freedom of
speech and association, petitioners requested,
inter alia,
an injunction restraining respondent from using mandatory bar dues
or the name of the State Bar of California to advance political and
ideological causes or beliefs. The trial court granted summary
judgment to respondent on the grounds that it is a governmental
agency, and therefore permitted under the First Amendment to engage
in the challenged activities. The California Court of Appeal
reversed, holding that, while respondent's regulatory activities
were similar to those of a government agency, its
"administration-of-justice" functions were more akin to the
activities of a labor union. The court held that, under our opinion
in
Abood v. Detroit Board of Education, 431 U.
S. 209 (1977), such activities
"could be financed from mandatory dues only if the particular
action in question served a state interest important enough to
overcome the interference with dissenters' First Amendment
rights."
47 Cal. 3d at 1159, 255 Cal. Rptr. at 545, 767 P.2d at 1023.
The Supreme Court of California reversed the Court of Appeal by
a divided vote. The court reasoned that respondent's
Page 496 U. S. 7
status as a public corporation, as well as certain of its other
characteristics, made it a "government agency." It also expressed
its belief that subjecting respondent's activities to First
Amendment scrutiny would place an "extraordinary burden" on its
mission to promote the administration of justice.
Id. at
1161-1166, 255 Cal. Rptr. at 547-550, 767 P.2d at 1025-1028. The
court distinguished other cases subjecting the expenditures of
state bar associations to First Amendment scrutiny,
see, e.g.,
Gibson v. The Florida Bar, 798 F.2d 1564 (CA11 1986), on the
grounds that none of the associations involved in those cases
rested
"upon a constitutional and statutory structure comparable to
that of the California State Bar. None involves an extensive degree
of legislative involvement and regulation."
47 Cal. 3d at 1167, 255 Cal. Rptr. at 551, 767 P.2d at 1029. The
court concluded that "the State Bar, considered as a government
agency, may use dues for any purpose within the scope of its
statutory authority."
Id. at 1168, 255 Cal. Rptr. at 552,
767 P.2d at 1030. With the exception of certain election
campaigning conducted by respondent and its president, the court
found that all of respondent's challenged activities fell within
its statutory authority.
Id. at 1168-1173, 255 Cal. Rptr.
at 552-555, 767 P.2d at 1030-1033. We granted certiorari, 493 U.S.
806 (1989), to consider petitioners' First Amendment claims. We now
reverse and remand for further proceedings.
In
Lathrop v. Donohue, 367 U.
S. 820 (1961), a Wisconsin lawyer claimed that he could
not constitutionally be compelled to join and financially support a
state bar association which expressed opinions on, and attempted to
influence, legislation. Six Members of this Court, relying on
Railway Employes v. Hanson, 351 U.
S. 225 (1956), rejected this claim.
"In our view, the case presents a claim of impingement upon
freedom of association no different from that which we decided in
[
Hanson]. We there held that § 2, Eleventh of the Railway
Labor Act . . . did not, on its face,
Page 496 U. S. 8
abridge protected rights of association in authorizing
union-shop agreements between interstate railroads and unions of
their employees conditioning the employees' continued employment on
payment of union dues, initiation fees and assessments. . . . In
rejecting Hanson's claim of abridgment of his rights of freedom of
association, we said,"
"On the present record, there is no more an infringement or
impairment of First Amendment rights than there would be in the
case of a lawyer who, by state law, is required to be a member of
an integrated bar."
"351 U.S. at
351 U. S. 238. Both in
purport and in practice, the bulk of State Bar activities serve the
function, or at least so Wisconsin might reasonably believe, of
elevating the educational and ethical standards of the Bar to the
end of improving the quality of the legal service available to the
people of the State, without any reference to the political
process. It cannot be denied that this is a legitimate end of state
policy. We think that the Supreme Court of Wisconsin, in order to
further the State's legitimate interests in raising the quality of
professional services, may constitutionally require that the costs
of improving the profession in this fashion should be shared by the
subjects and beneficiaries of the regulatory program, the lawyers,
even though the organization created to attain the objective also
engages in some legislative activity. Given the character of the
integrated bar shown on this record, in the light of the limitation
of the membership requirement to the compulsory payment of
reasonable annual dues, we are unable to find any impingement upon
protected rights of association."
Lathrop, 367 U.S. at
367 U. S.
842-843 (plurality opinion) (footnote omitted). Justice
Harlan, joined by Justice Frankfurter, similarly concluded that
"[t]he
Hanson case . . . decided by a unanimous Court,
surely lays at rest all doubt that a State may constitutionally
condition the right to practice law upon membership in an
integrated bar association, a condition fully as justified
Page 496 U. S. 9
by state needs as the union shop is by federal needs."
Id. at
367 U. S. 849
(opinion concurring in judgment).
The
Lathrop plurality emphasized, however, the limited
scope of the question it was deciding:
"[
Lathrop's] compulsory enrollment imposes only the
duty to pay dues. . . . We therefore are confronted, as we were in
[
Hanson], only with a question of compelled financial
support of group activities, not with involuntary membership in any
other aspect."
Id. at
367 U. S.
828-829 (plurality opinion) (footnote omitted). Indeed,
the plurality expressly reserved judgment on Lathrop's additional
claim that his free speech rights were violated by the Wisconsin
Bar's use of his mandatory dues to support objectionable political
activities, believing that the record was not sufficiently
developed to address this particular claim. [
Footnote 3] Petitioners here present this very
claim for decision, contending that the use of their compulsory
dues to finance political and ideological activities of the State
Bar with which they disagree violates their rights of free speech
guaranteed by the First Amendment.
In
Abood v. Detroit Board of Education, 431 U.
S. 209 (1977), the Court confronted the issue of
whether, consistent with the First Amendment, agency-shop dues of
nonunion public employees could be used to support political and
ideological causes of the union which were unrelated to collective
bargaining activities. We held that, while the Constitution did not
prohibit a union from spending
"funds for the expression of political views . . . or toward the
advancement of other ideological causes not germane to its duties
as collective bargaining representative,"
the Constitution did require that such expenditures be
"financed from charges, dues, or assessments paid by employees
who [did] not object to advancing those ideas and who [were] not
coerced into doing so against their will by the threat of loss of
governmental employment."
Id. at
431 U. S.
235-236. Noting that, just as
Page 496 U. S. 10
prohibitions on making contributions to organizations for
political purposes implicate fundamental First Amendment concerns,
see Buckley v. Valeo, 424 U. S. 1 (1976),
"compelled . . . contributions for political purposes works no less
an infringement of . . . constitutional rights."
Abood,
supra, at
431 U. S. 234.
The Court acknowledged Thomas Jefferson's view that "
to compel
a man to furnish contributions of money for the propagation of
opinions which he disbelieves, is sinful and tyrannical.'" 431 U.S.
at 431 U. S. 234,
431 U. S. 235,
n. 31 (quoting I. Brant, James Madison: The Nationalist 354
(1948)). While the decision in Abood was also predicated
on the grounds that a public employee could not be compelled to
relinquish First Amendment rights as a condition of public
employment, see 431 U.S. at 431 U. S.
234-236, in the later case of Ellis v. Railway
Clerks, 466 U. S. 435
(1984), the Court made it clear that the principles of
Abood apply equally to employees in the private sector.
See 466 U.S. at 466 U. S.
455-457.
Although several federal and state courts have applied the
Abood analysis in the context of First Amendment
challenges to integrated bar associations,
see 47 Cal. 3d
at 1166, 255 Cal. Rptr. at 550, 767 P.2d at 1028 (collecting
cases), the California Supreme Court in this case held that
respondent's status as a regulated state agency exempted it from
any constitutional constraints on the use of its dues.
"If the bar is considered a governmental agency, then the
distinction between revenue derived from mandatory dues and revenue
from other sources is immaterial. A governmental agency may use
unrestricted revenue, whether derived from taxes, dues, fees,
tolls, tuition, donation, or other sources, for any purposes within
its authority."
Id. at 1167, 255 Cal. Rptr. at 551, 767 P.2d 1029.
Respondent also urges this position, invoking the so-called
"government speech" doctrine:
"The government must take substantive positions and decide
disputed issues to govern. . . . So long as it bases its actions on
legitimate goals, government may speak despite citizen disagreement
with its message, for government is not required to be
content-neutral."
Brief for
Page 496 U. S. 11
Respondent 16.
See also Abood, supra, 431 U.S. at
431 U. S. 259,
n. 13 (Powell, J., concurring in judgment) ("[T]he reason for
permitting the government to compel the payment of taxes and to
spend money on controversial projects is that the government is
representative of the people.")
Of course the Supreme Court of California is the final authority
on the "governmental" status of the State Bar of California for
purposes of state law. But its determination that respondent is a
"government agency," and therefore entitled to the treatment
accorded a governor, a mayor or a State Tax Commission, for
instance, is not binding on us when such a determination is
essential to the decision of a federal question. The State Bar of
California is a good deal different from most other entities that
would be regarded in common parlance as "governmental agencies."
Its principal funding comes not from appropriations made to it by
the legislature, but from dues levied on its members by the Board
of Governors. [
Footnote 4] Only
lawyers admitted to practice in the State of California are members
of the State Bar, and all 122,000 lawyers admitted to practice in
the State must be members. Respondent undoubtedly performs
important and valuable services for the State by way of governance
of the profession, but those services are essentially advisory in
nature. The State Bar does not admit anyone to the practice of law,
it does not finally disbar or suspend anyone, nor does it
ultimately establish ethical codes of conduct. All of those
functions are reserved by California law to the State Supreme
Court.
See Cal. Bus. & Prof.Code Ann. § 6064 (1974)
(admissions); § 6076 (rules of professional conduct); Cal.Bus.
Page 496 U. S. 12
& Prof.Code Ann. § 6100 (West Supp.1990) (disbarment or
suspension).
There is, by contrast, a substantial analogy between the
relationship of the State Bar and its members, on the one hand, and
the relation of the employee unions and their members, on the
other. The reason behind the legislative enactment of "agency shop"
laws is to prevent "free riders" -- those who receive the benefit
of union negotiation with their employers, but who do not choose to
join the union and pay dues -- from avoiding their fair share of
the cost of a process from which they benefit. The members of the
State Bar concededly do not benefit as directly from respondent's
activities as do employees from union negotiations with management,
but the position of the organized bars has generally been that they
prefer a large measure of self-regulation to regulation conducted
by a government body which has little or no connection with the
profession. The plan established by California for the regulation
of the profession is for recommendations as to admission to
practice, the disciplining of lawyers, codes of conduct, and the
like to be made to the courts or the legislature by the organized
bar. It is entirely appropriate that all of the lawyers who derive
benefit from the unique status of being among those admitted to
practice before the courts should be called upon to pay a fair
share of the cost of the professional involvement in this
effort.
But the very specialized characteristics of the State Bar of
California discussed above served to distinguish it from the role
of the typical government official or agency. Government officials
are expected as a part of the democratic process to represent and
to espouse the views of a majority of their constituents. With
countless advocates outside of the government seeking to influence
its policy, it would be ironic if those charged with making
governmental decisions were not free to speak for themselves in the
process. If every citizen were to have a right to insist that no
one paid by public funds express a view with which he disagreed,
debate over
Page 496 U. S. 13
issues of great concern to the public would be limited to those
in the private sector, and the process of government as we know it
radically transformed.
Cf. United States v. Lee,
455 U. S. 252,
455 U. S. 260
(1982) ("The tax system could not function if denominations were
allowed to challenge the tax system because tax payments were spent
in a manner that violates their religious belief").
The State Bar of California was created, not to participate in
the general government of the State, but to provide specialized
professional advice to those with the ultimate responsibility of
governing the legal profession. Its members and officers are such
not because they are citizens or voters, but because they are
lawyers. We think that these differences between the State Bar, on
the one hand, and traditional government agencies and officials, on
the other hand, render unavailing respondent's argument that it is
not subject to the same constitutional rule with respect to the use
of compulsory dues as are labor unions representing public and
private employees.
Respondent would further distinguish the two situations on the
grounds that the compelled association in the context of labor
unions serves only a private economic interest in collective
bargaining, while the State Bar serves more substantial public
interests. But legislative recognition that the agency shop
arrangements serves vital national interests in preserving
industrial peace,
see Ellis, 466 U.S. at
466 U. S.
455-456, indicates that such arrangements serve
substantial public interests as well. We are not possessed of any
scales which would enable us to determine that the one outweighs
the other sufficiently to produce a different result here.
Abood held that a union could not expend a dissenting
individual's dues for ideological activities not "germane" to the
purpose for which compelled association was justified: collective
bargaining. Here the compelled association and integrated bar is
justified by the State's interest in regulating the legal
profession and improving the quality of legal services.
Page 496 U. S. 14
The State Bar may therefore constitutionally fund activities
germane to those goals out of the mandatory dues of all members. It
may not, however, in such manner fund activities of an ideological
nature which fall outside of those areas of activity. The difficult
question, of course, is to define the latter class of
activities.
Construing the Railway Labor Act in
Ellis, supra, we
held:
"[W]hen employees such as petitioners object to being burdened
with particular union expenditures, the test must be whether the
challenged expenditures are necessarily or reasonably incurred for
the purpose of performing the duties of an exclusive representative
of the employees in dealing with the employer on labor-management
issues. Under this standard, objecting employees may be compelled
to pay their fair share of not only the direct costs of negotiating
and administering a collective bargaining contract and of settling
grievances and disputes, but also the expenses of activities or
undertakings normally or reasonably employed to implement or
effectuate the duties of the union as exclusive representative of
the employees in the bargaining unit."
Id. at
466 U. S. 448.
We think these principles are useful guidelines for determining
permissible expenditures in the present context as well. Thus, the
guiding standard must be whether the challenged expenditures are
necessarily or reasonably incurred for the purpose of regulating
the legal profession or "improving the quality of the legal service
available to the people of the State."
Lathrop, 367 U.S.
at
367 U. S. 843
(plurality opinion).
The Supreme Court of California decided that most of the
activities complained of by petitioners were within the scope of
the State Bar's statutory authority, and were therefore not only
permissible but could be supported by the compulsory dues of
objecting members. The Supreme Court of California quoted the
language of the relevant statute to the effect
Page 496 U. S. 15
that the State Bar was authorized to "
aid in all matters
pertaining to the advancement of the science of jurisprudence or to
the improvement of the administration of justice.'" 47 Cal. 3d at
1169, 255 Cal. Rptr. at 552, 767 P.2d at 1030. Simply putting this
language alongside our previous discussion of the extent to which
the activities of the State Bar may be financed from compulsory
dues might suggest that there is little difference between the two.
But there is a difference, and that difference is illustrated by
the allegations in petitioners' complaint as to kinds of State Bar
activities which the Supreme Court of California has now decided
may be funded with compulsory dues.
Petitioners assert that the State Bar has engaged in,
inter
alia, lobbying for or against state legislation (1)
prohibiting state and local agency employers from requiring
employees to take polygraph tests; (2) prohibiting possession of
armor-piercing handgun ammunition; (3) creating an unlimited right
of action to sue anybody causing air pollution; and (4) requesting
Congress to refrain from enacting a guest worker program or from
permitting the importation of workers from other countries.
Petitioners' complaint also alleges that the Conference of
Delegates funded and sponsored by the State Bar endorsed a gun
control initiative, disapproved statements of a United States
senatorial candidate regarding court review of a victim's bill of
rights, endorsed a nuclear weapons freeze initiative, and opposed
federal legislation limiting federal court jurisdiction over
abortions, public school prayer and busing.
See n 2,
supra.
Precisely where the line falls between those State Bar
activities in which the officials and members of the Bar are acting
essentially as professional advisors to those ultimately charged
with the regulation of the legal profession, on the one hand, and
those activities having political or ideological coloration which
are not reasonably related to the advancement of such goals, on the
other, will not always be easy to discern. But the extreme ends of
the spectrum are clear:
Page 496 U. S. 16
compulsory dues may not be expended to endorse or advance a gun
control or nuclear weapons freeze initiative; at the other end of
the spectrum, petitioners have no valid constitutional objection to
their compulsory dues being spent for activities connected with
disciplining members of the bar or proposing ethical codes for the
profession.
In declining to apply our
Abood decision to the
activities of the State Bar, the Supreme Court of California noted
that it would entail
"an extraordinary burden. . . . The bar has neither time nor
money to undertake a bill-by-bill, case-by-case
Ellis
analysis, nor can it accept the risk of litigation every time it
decides to lobby a bill or brief a case."
47 Cal. 3d at 1165-1166, 255 Cal. Rptr. at 550, 767 P.2d at
1028. In this respect, we agree with the assessment of Justice
Kaufman in his concurring and dissenting opinion in that court:
"[C]ontrary to the majority's assumption, the State Bar would
not have to perform the three-step
Ellis analysis prior to
each instance in which it seeks to advise the Legislature or the
courts of its views on a matter. Instead, according to
[Teachers v.] Hudson, [
475 U.S.
292 (1986)],"
"the constitutional requirements for the [association's]
collection of . . . fees include an adequate explanation of the
basis for the fee, a reasonably prompt opportunity to challenge the
amount of the fee before an impartial decisionmaker, and an escrow
for the amounts reasonably in dispute while such challenges are
pending."
"(
Id. at
475 U. S. 310). Since the
bar already is statutorily required to submit detailed budgets to
the Legislature prior to obtaining approval for setting members'
annual dues (Bus. and Prof. Code § 6140.1), the argument that the
constitutionally mandated procedures would create 'an extraordinary
burden' for the bar is unpersuasive."
"While such a procedure would likely result in some additional
administrative burden to the bar and perhaps prove at times to be
somewhat inconvenient, such additional burden or inconvenience is
hardly sufficient to justify
Page 496 U. S. 17
contravention of the constitutional mandate. It is noteworthy
that unions representing government employees have developed, and
have operated successfully within the parameters of
Abood
procedures for over a decade."
"
Id. at 1192, 255 Cal. Rptr. at 568, 767 P.2d at 1046
(citations omitted; footnote omitted)."
In
Teachers v. Hudson, 475 U.
S. 292 (1986), where we outlined a minimum set of
procedures by which a union in an agency shop relationship could
meet its requirement under
Abood, we had a developed
record regarding different methods fashioned by unions to deal with
the "free rider" problem in the organized labor setting. We do not
have any similar record here. We believe an integrated bar could
certainly meet its
Abood obligation by adopting the sort
of procedures described in
Hudson. Questions as to whether
one or more alternate procedures would likewise satisfy that
obligation are better left for consideration upon a more fully
developed record.
In addition to their claim for relief based on respondent's use
of their mandatory dues, petitioners' complaint also requested an
injunction prohibiting the State Bar from using its name to advance
political and ideological causes or beliefs.
See supra at
496 U. S. 5-6.
This request for relief appears to implicate a much broader freedom
of association claim than was at issue in
Lathrop.
Petitioners challenge not only their "compelled financial support
of group activities,"
see supra at
496 U. S. 9, but
urge that they cannot be compelled to associate with an
organization that engages in political or ideological activities
beyond those for which mandatory financial support is justified
under the principles of
Lathrop and
Abood. The
California courts did not address this claim, and we decline to do
so in the first instance. The state courts remain free, of course,
to consider this issue on remand.
The judgment of the Supreme Court of California is reversed, and
the case is remanded for further proceedings not inconsistent with
this opinion.
Reversed.
[
Footnote 1]
The State Bar's Board of Governors is also a respondent in this
action. Accordingly, the terms "respondent" or "State Bar" will
refer either to the organization itself or the organization and its
governing board, as the context warrants.
[
Footnote 2]
Some of the particular activities challenged by petitioners were
described in the complaint as follows: (1) Lobbying for or against
state legislation prohibiting state and local agency employers from
requiring employees to take polygraph tests; prohibiting possession
of armor piercing handgun ammunition; creating an unlimited right
of action to sue anybody causing air pollution; creating criminal
sanctions for violation of laws pertaining to the display for sale
of drug paraphernalia to minors; limiting the right to
individualized education programs for students in need of special
education; creating an unlimited exclusion from gift tax for gifts
to pay for education tuition and medical care; providing that laws
providing for the punishment of life imprisonment without parole
shall apply to minors tried as adults and convicted of murder with
a special circumstance; deleting the requirement that local
government secure approval of the voters prior to constructing
low-rent housing projects; requesting Congress to refrain from
enacting a guest worker program or from permitting the importation
of workers from other countries. (2) Filing
amicus curiae
briefs in cases involving the constitutionality of a victim's bill
of rights; the power of a workers' compensation board to discipline
attorneys; a requirement that attorney-public officials disclose
names of clients; the disqualification of a law firm. (3) The
adoption of resolutions by the Conference of Delegates endorsing a
gun control initiative; disapproving the statements of a U.S.
senatorial candidate regarding court review of a victim's bill of
rights; endorsing a nuclear weapons freeze initiative; opposing
federal legislation limiting federal court jurisdiction over
abortions, public school prayer, and busing. App. 9-13.
[
Footnote 3]
Justice Harlan would have reached this claim and decided that it
lacked merit.
See Lathrop v. Donohue, 367 U.S. at
367 U. S.
848-865.
[
Footnote 4]
In 1982, the year the complaint in this action was filed,
approximately 85% of the Bar's general funding came from membership
dues, with the balance made up of fees charged for various bar
activities. The Bar's general funds support the bulk of its
activities with the exception of the Bar's applicant admission
functions and other miscellaneous activity. The Bar's admission
functions are not funded from general revenues, but rather from
fees charged to applicants taking the bar examination. App.
76-77.