Compromises

Note: I’m not entirely happy with the precise flow and balance of this post. There are segments I’d rather rephrase and I’m concerned about whether or not my central point is even clear. Worse, it was about 40 words over my preferred limit even before I added this note. Still, it’s better than it was when I hammered out the first few drafts, and it’s possible I could edit and re-edit it for days with no significant improvement. Besides, it’s late, I’m tired, and I’d really hoped to get something new posted before now. Looks like I’m going to have to compromise a bit if I want to keep moving forward.

Other Note: See what I did there?

Every local musician knows the dilemma. What you really want to play are your own songs – the ones into which you’ve poured your heart and soul and time and skill. What most audiences really want to hear (and thus what most venue owners will pay you to play) is “Jesse’s Girl.”

Again.

Many find some way to compromise between what they love and what will pay the bills. The same guy you see playing guitar and doing backing vocals on “Uptown Funk” and “Hold Me Now” at your sister’s wedding is probably cranking out his own material for eleven people at some dive downtown you’ve never even heard of two nights later.

Some remain true to their artistic vision, of course, and refuse to compromise. They’re the ones taking your order at the Hardee’s drive-thru during lunch rush. We’re torn between mocking them and pitying them. Why can’t they be a bit more realistic about things… you know, like we are?

UNLESS, of course, they end up somehow breaking through the noise and launching into genuine celebrity. In that case, we praise their commitment to their vision and their refusal to compromise. When that happens, we always knew they’d make it and wish every musician followed their example (although this would make it rather difficult to book a decent band for your sister’s next wedding).

In other words, the validity of their choices is really only determined after the fact. All that nobility without a hit single or viral video and you’re just another delusional wanna-be. Land one track on the right movie soundtrack, on the other hand, and you’re a visionary who stuck to your values.

Great painters throughout history have encountered their own version of the conundrum. Whatever their internal visions, whatever sights or ideas or techniques stir their passions, the real money comes from painting Mrs. Eunice Carbunkle in the most flattering (yet recognizable) manner possible. Barring that, another take on the Virgin Mary and her naked baby (or some other iconic bit of Bible narrative) might get you enough patronage to put food on the table.

Some, of course, stick to their own visions and ideas, and occasionally we do end up greatly valuing and appreciating their creations… long after they’re gone and everyone they love has died in poverty, illness, starvation, or some combination of the three.

Politicians who may start out with a handful of good intentions and lofty plans quickly discover layer after layer of games which much be played and compromises which must be made to have any chance of securing even local office, after which one may or may not be able to make minor headway towards those pretty goals.

Republicans are currently dancing a sick, sad dance with fascism, white supremacy, and the imminent destruction of democracy as we know it. While many of them clearly rejoice in the demonic avarice of it all, others are no doubt telling themselves that it’s just a little game-playing, a strategy to gain or retain the positions they need to do the truly important stuff – whatever that might once have been. Those who refuse to compromise may gain a burst of love from social media or other purists, but it won’t matter because they’ll soon vanish from sight and lose what little leverage they had to do whatever it was they wanted to do.

Democrats, on the other hand, keep telling themselves there’s a sweet spot somewhere between rational progressivism and nutty left-wing extremism, but every speech and every policy proposal proves this to be a tad optimistic. They’ll never be able to please critics who’ve already labeled them the Antichrists of the new age, but neither will they ever go far enough to satisfy their most vocal supporters and the fairy tale policies they demand. As with their nemeses on the right, those who refuse to straddle the divide may sleep with purer souls, but it won’t be long before they’ll be living their purest lives in the private sector somewhere… if they’re lucky.

In short, compromise is rarely as neat or as laudable as we’d like to think. That doesn’t mean it’s always a bad thing, but the results sometimes feel just as sullied as the problems we initially set out to rectify.

Perhaps it’s an issue of scale. My wife watches some of the dumb stuff I like with me, and the next night I stay in the living room while she’s binging on Christmas Cookie Challenge (in October). I occasionally give in and eat at Panera. A week later, she finds something she can live with at Fiddlers’ Hearth. We stay an extra night at her parents’ place over the holidays, but I stay at the house when they head to Ikea. The stakes are low, and for the most part all we’re really doing is negotiating peripheral details in a relationship we both like most of the time.

The trio deciding whether or not to learn a few songs from the latest Taylor Swift album when they’d rather be the next R.E.M. faces a tougher conversation. So does the pastor whose faith is prompting him to speak out against some of the ideologies popular among the highest givers in his congregation. An entire generation of doctors and other medical professionals have learned to juggle their commitment to the health of every patient with the realities of economics, insurance, and legal liability.

The dynamics of compromise are a little different for educators. We’re not really a factor when it comes to setting education policy (which is a whole other issue) and the decisions we make each day aren’t likely to have an immediate impact on people outside our classrooms. Most of our compromises occur in the moment and remain primarily internal. And since compromise by its very nature means no party gets everything they want, our decisions are at least partial failures before we even make them.

At least, that’s how it sometimes feels.

I care about the subject matter I’m teaching, but I often end up grading based on “effort” or “improvement”… however minor or late in the game it occurs. It’s a compromise between academic expectations and not wanting so many kids to fail.

I want to do creative, engaging lessons, but so many of my students are low-performing or only present a few days a week. They lack the confidence, foundational understanding, and consistency for most activities I’ve used in the past to be successful. So, we do the sorts of things which require minimal buy-in and are easy to hand to anyone who’s just missed a few days with reasonably hope they can do it if they choose. It’s a compromise between engagement and accessibility, I suppose, or between the potential of the few and the needs of the many.

When I hold the line on disruptive student behavior and end up following formal disciplinary policies as a result, I spend the rest of the day wondering if I could have done something differently to avoid the problem altogether. When I let something slide in order to avoid escalation, I can feel the vibe of the room shift a teeny tiny bit towards chaos and insecurity. Every day brings a dozen minor compromises between safety and security and a relaxed, low-stress atmosphere.

I realize there are bureaucratic hoops through which we all must jump and legislative requirements we all must meet. And yet… we waste so much time and energy on stupid required stuff, and far too often we fall into the trap of dragging our kids through it as well. When I go along, I feel like part of the problem. When I resist or refuse, I feel like an agitator or, worse, a whiner who’s making things difficult for my coworkers. At best, it’s a compromise between red tape and righteous fury. Other days I think I’m just throwing a fit because I don’t want to watch the same 78-minute seizure training video we’re required to view (the browser knows when you skip it or change tabs) again.

I’ve written before about nudging a few grades in order to get kids eligible to play sports or participate in other activities. Too dogmatic and I’m closing doors they’re not mature enough to keep open themselves; too generous and I’m undercutting the whole point of eligibility to begin with. For that matter, letter grades themselves are an ongoing compromise between our desire for useful information about a student’s academic progress and our need to have something concise and artificially precise so we can do calculations with it or send out easy-to-read reports for parents or other involved parties.

I realize the decisions I make each day don’t start or end wars. Nothing I choose in my little world is likely to impact legislation, other people’s career choices, or the fate of anyone’s eternal soul. At the same time, I think it very much matters sometimes how we handle grades and grading. It matters how manage classroom behavior and attitudes. It matters what we teach and how we teach it. Most of the compromises we’re all making each day are tiny in and of themselves, but collectively, and over time, I suspect some of them matter a great deal in ways we can’t possibly predict and don’t always understand even when we do.

The best we can do is to stay transparent with one another and to keep making the best on-the-spot compromises (and other decisions) we can. Until someone finds a way to make the ideal answer to every situation both clear-cut and universal, our messy little compromises will simply have to do.

Potty Mouth for U.S. Senate!

Tom McDermott the Democratic candidate for the U.S. Senate seat on the ballot next week here in Indiana. This is the landing page for his official campaign website. Anything jump out at you?

Yeah, me too.

Indiana still has early voting (it’s called “in-person absentee voting” here; maybe that’s what it’s called everywhere), so I’d already voted for the man before visiting his site. I only came across it preparing for an assignment in my American Government classes which required students to check out the campaign pages of each of the three candidates on the ballot for Senate and House in our District. There’s a Libertarian candidate, like there always is, and the incumbent, Republican Todd Young. (Young is the less-horrifying of Indiana’s two Republican senators – one of those conservatives I’d have adamantly opposed a decade ago, but who at times seems almost calm and rational compared to Marjorie Taylor Greene, Ron DeSantis, or Indiana’s other Senator, Mike Braun.)

One of the questions on the assignment was “What two or three things does this candidate most want you to notice, feel, or think about when you first browse their site?” I wasn’t looking for anything overly profound – just wanting us to notice the abundance of American flags, what issues the various candidates lead with, and the general “tone” each site projects. This catchy little slogan certainly qualified.

Honestly, at first I thought perhaps I’d stumbled across some sort of parody site or imitation webpage intended to besmirch McDermott. (It’s not like Republicans are known for their commitment to taking the high road and staying classy about anything these days.) But no – this is the real thing.

I’m not offended, and after thinking about it for a few moments I’m not even all that surprised. This is still a very red state. If you click on “About Tom,” the brief biography leads with his 18 years as Mayor of a reasonably sized Indiana city and the millions of dollars in economic development he’s apparently brought in over the years. There’s a brief bit about helping lots of local kids get to college, then an effusive description of his time in the U.S. Navy aboard a nuclear submarine and some of the very manly sounding things he did there.

Only then does the bio slide back into anything overtly “liberal” – while earning his law degree at Notre Dame, McDermott worked in the school’s Legal Aid office “providing legal services for the less fortunate.” Before wrapping up, we also learn about his love of competing in marathons and his leadership roles in a local church.

Why am I bringing all of this up, especially given that most of you can’t vote in the state of Indiana?

It’s not to offer criticism of the man or his campaign page. I get it. I remember my surprise several years back in Oklahoma at how many of the Democratic candidates bragged about their favorable ratings with the NRA or made a point of emphasizing their orthodox religious beliefs. Any left-leaning hopeful wanting to at least make a race of it in such conservative states has to project a certain image to even be taken seriously. An overdose of patriotism and testosterone is unlikely to sway anyone determined to vote for the far-right crazies, but it might prove reassuring to someone who considers themselves conservative but hasn’t fully embraced the gaslit fascism of the modern Republican Party.

Honestly, I have to think that for many people of all political stripes, “No Bullshit” actually sounds pretty appealing these days. It also suggests a type of aggressiveness and an unwillingness to follow social norms – neither of which I love in politics at the moment, but both of which have a degree of feral appeal nonetheless.

A visit to the “Issues” page brings up “Reproductive Rights” first and foremost. Local polling has been inconsistent, but despite Young having something like a zillion more dollars in his war chest than McDermott, this issue alone has some predicting a close race. Once you scroll down, however, it’s “Inflation and Spending” (as in less federal spending), “Health Care” (with a focus on getting costs under control), better care for Veterans, and promoting Small Businesses across the state. Only then does another traditionally “liberal” issue appear – Education. (Based on the campaign blurb there, it’s apparently “very important.”)

Then comes Voting Rights (he supports them) and Environment & Climate (another yay). After that my attention wandered a bit, proving that I, too, am a REAL American.

Senator Young’s site is the only one of any of the six candidates we used in class (3 running for Senate, 3 running for House) which practically hides his “Issues” page. It’s not available from the main page, but if you read all the way through “About Todd,” there’s a “Priorities” link at the bottom. Senator Young is pro-adoption, but apparently has no other thoughts or opinions about abortion. (He wants to “promote” life, but stops short of “protecting” it, which I find to be a rather tepid distinction .) He wants housing to be affordable, veterans to be served, and education to be “modernized” (which seems to mean “more focused on cranking out skilled workers for local industries to consume”).

Then again, why should he stir any of those pots with specifics? He’s the incumbent, and the Republican, and he’s probably going to win. A few photos of the senator shaking hands with farmers and a video montage of him speaking to small gatherings in cafes or the local VFW is probably sufficient. And to be fair, he has a great look. I don’t like most of his actual policies (the real ones, not the vague rhetoric on the campaign site), but I trust his hair implicitly. And that jaw – so firm, so reassuring!

Remember when being a serial killer was enough to get you on the naughty list for most folks? Then Jeffrey Dahmer came along and raised the bar for “bad.” Now, we can’t help but think that while folks who merely kill lots of people still aren’t ideal, at least they’re not eating them afterwards. That’s kinda how it is with modern Republicans. It’s such a relief when one of them isn’t actively trying to destroy democracy or undermine the founding values on which the nation was built (not to mention objective reality itself) that we can hardly get worked up over their otherwise horrifying agenda. 

Plus, did I mention the hair? It’s totes svelte.

I don’t know if there’s a “right” balance between polish and substance when it comes to modern politics. I’m a big fan of simply laying your cards on the table, but I know that’s not how elections are won – and it doesn’t much matter how forthright or laudably honest you are if it condemns your campaign to obscurity. You have to win before you can make any changes, whether you intend to move the nation forward or take it way, way back.

So, good luck, Mr. McDermott. Unfortunately, I suspect there will be plenty of “bullshit” raining down from all directions before this time next week, even if none of it comes from you. Here’s hoping democracy survives long enough for us to continue these sorts of discussions.

Something Of A Rut

In A RutI’ve fallen into something of a rut, and I worry if I don’t commit a few things to paper (er… you know what I mean), it may gradually evolve into the new normal. That’s one of the trickiest things about ruts – it doesn’t take long before you feel like you’ve always been in them, and that perhaps in reality there are no other options, no better roads or directions. There is only… THE RUT. 

I’ve returned this year to teaching history and government and such, which in my world means my students are several years older than those I’ve usually had in the past. I’m much more comfortable with the subject matter, and – other than a few isolated incidents – there hasn’t really been much in the way of serious classroom management challenges. 

Er… depending on how you look at it. That’s where the rut comes in.

See, the thing about older students – at least in my district – is that they’re far less likely to “throw down” with you or openly defy your requests. They may get a bit loud, but if they’re still coming to school at this point, they’re either here by choice or as part of the terms of their parole. Most aren’t looking for confrontation (although it’s certainly possible to provoke them with the wrong approach) and they’ve learned by now how to stay out of serious trouble – at least at school. 

On the other hand, many are still not what you’d consider “strongly self-motivated.” They care about their grades, but have a very hard time acting on that concern when it’s time to actually do the work. Perhaps it’s more accurate to say they lack self-discipline more than they do motivation. If there’s such a thing as “grit” in a positive, academic sense, very few of my kids have developed it.

What this means in practice is that they’re not always good at listening to instructions or processing the information I share, even with notes in front of them. They resist reading and get easily distracted in class – but they do so fairly quietly, and often pleasantly. Trying to have full class or small group discussions with them is maddening, and discouraging. Even brief presentations loaded with visuals and turn-n-talks generally leave me feeling disrespected and a bit resentful. They’re comfortable enough with me to whine about almost anything interesting or challenging I ask them to do, but mature enough to keep it within the bounds of manageable classroom resistance. (I’m not filling out a discipline report for “whined about my webquest and bruised my little ego.” And can you imagine that parent phone call? “Hello, Ms. Tolbert? Lil’ Johnny sighed and rolled his eyes at me today in class when he first saw the assignment, and I just think you should do something about it.”)

On the other hand, when I hand out bookwork, or an article with some questions, or an online vocabulary activity, it takes me five minutes or less to explain. For the rest of the period, the kids who are going to do it work quietly and ask me questions as necessary. The rest largely entertain themselves and only periodically panic and ask if they can make up everything that’s been assigned since seventh grade or so. Mostly, though, I can walk around and check on them, harass them to do the work, and “build relationships” – or I can get caught up grading, try to lesson plan for any of my three different preps, or deal with the endless emails reminding me to take the same 3-hour “seizure training” I’ve taken the past five years so i can take the same quiz at the end. 

It’s that last part that has become a problem. Not the endless bureaucratic requirements (although those are as inane as ever). It’s the part where I can explain the assignment in about five minutes and then effectively do other things while they either work on it or they don’t, and chaos doesn’t erupt as a result.

It’s wonderful. And terrible. It’s addictive, and not at all good for most of my kids. They make it way too easy for me to just leave them alone. 

Don’t get me wrong – I’m available for legitimate questions. I’m friendly about it, and I don’t get ugly with students who choose not to do the work. I have to rein in volume from time to time, but even that’s not a big deal most days. It’s an excellent system – except for the part where three-quarters of my kids are failing as a result.

So… that’s not ideal. 

I know from talking to other teachers in my building that it can be a constant struggle trying to get these kids to read, to write, to respond, to think, to interact – to care, or at least go through enough of the motions that we can play school. 

But I also know that there are teachers succeeding at those things. They break the material down however many times it takes to make it manageable. They insist that students interact with them and with one another. They model. They explain. They assist. They engage. They explain it all again. They push through the blank stares, the resistance, the tuning out, the distractions, and the crushing lack of background knowledge, reading ability, or interest, and they score small, but repeated victories. Not with everyone, but with enough of them to do it again the next day.

I’m ashamed to confess that I’ve become a bit resentful of how hard many of my kids make it to teach them. I feel something akin to embarrassment when they resent or disparage assignments I’ve spent so much time and effort creating with them in mind. I want to become defensive and point out that I’ve done plenty of high-interest activities with students over the years! It’s just that most of them require some base level of knowledge, a little maturity, and the ability to interact with others productively. 

I’ve fallen into a bad habit of resenting it every time I try to engage them and it fails (again). It’s like I should know better by now, but I keep trying anyway, and somehow that makes it so much worse. I’m not sure how much of it is my frustration with them and how much is embarrassment at my own pedagogical impotence. I swear to god, I used to be good at this. Once. Long ago. 

At least, I think I was. I have letters and memorabilia and blog posts suggesting it went pretty well for quite a few years. If I’m being completely honest, though, it all feels pretty far away these days – and no longer entirely real. I find myself increasingly convinced that whatever good I might have managed back then has been long-since negated by the past few years.

That’s not logical, or even realistic – but like I said, it’s a rut. 

That’s why it’s so tempting to keep busting out those word searches and textbook questions. I don’t know how educational they are, but it’s easy and quiet and the room is quite manageable. Nearly half of them will at least pretend to do them. They’re happier, and I don’t spend so much effort trying to raise the dead and feeling inept and naive as a result. 

If only it weren’t for that “not learning much” and “everyone’s failing” thing. Super inconvenient, that.

The issues at the root of these dynamics didn’t originate with me, but that doesn’t absolve me of the responsibility to do better than this. Left unresolved, ruts like this have the potential to send us off the road altogether – into apathy, bitterness, or worse. Plus, like I said, it’s not like there aren’t teachers around me finding ways to make it work. It’s probably time I put on my big teacher panties and start trying again to find similar solutions.

For me, this begins with a little introspection and some peer-to-peer confession – which you’re nearly finished reading right now. (For the record, I shared most of these same thoughts with a few real, live peers first.) Now it’s time to set aside whatever ego or doubt may be getting in the way and start trying things again. Maybe I’ll start by having a few conversations with those teachers who are having some success, however mixed.

This is probably going to be a LOT of work, and I suspect I’ll have many more frustrating days moving forward. But something should eventually click. Some of them will start getting it. Honestly, experience tells me even the bad days aren’t usually as bad as they seem at the time. No point giving up now. 

Something has to eventually work. Besdies, if nothing else, I’m ready to try a different rut.

Flast v. Cohen (1968)

NOTE: This is an excerpt from “Have To” History: A Wall of Education.

Three Big Things:

1. To bring a case before any court, one must first establish “standing.” Typically this means proving specific individual harm resulting from the actions of another and demonstrating that the offending party has the power to change whatever’s causing the harm.

2. Being a taxpayer is rarely sufficient to prove standing in the courts to complain about how one’s tax dollars are being used, even if that use is clearly unconstitutional.

3. According to Flast v. Cohen, when it comes to violations of the Establishment Clause, however, unwanted exposure to the offense can be sufficient to show standing in the eyes of the law… because establishment isn’t like anything else.

Standing Before the Court

During the same session which determined in Board of Education v. Allen that states could provide textbooks to public and private schools alike without violating the Establishment Clause, even if many of those private school students were attending religious institutions, the Court announced in Flast v. Cohen that taxpayers had the right to oppose their tax dollars being used to do just that.  

This was new. Sort of. But maybe not. It was also sort of confusing.

The case began when Florence Flast and other New York taxpayers objected to federal legislation which provided funds for the purchase of secular textbooks for use in religious private schools. They argued that using their tax dollars in this way violated the Establishment Clause. The government responded with a derisive chuckle and a gaze full of pity for these poor fools who clearly didn’t understand how these things worked.

See, way back in Commonwealth of Massachusetts v. Mellon (1923), the Court had specifically addressed the question of whether or not taxpayers had standing to sue based on being taxpayers. “No,” they said. “Absolutely not. Don’t be stupid.” If the government takes your money against your will and then uses it for something you don’t like – especially something you’re pretty sure they’re not supposed to be doing anyway – take it up with your elected representatives. That’s totally not the job of the judicial branch – “separation of powers” and all that.  

Besides, both the gathering of taxes and the distribution of state funds were simply too general and, you know… big. It was impossible to connect specific state expenses to individual taxpayer contributions in more than a theoretical way – like identifying which raindrops were responsible for a flood downriver weeks later. Besides, every act of legislation, particularly when it involves spending, potentially impacts the economy. Maybe the very act you’re opposing is actually lowering your taxes somehow – did you think of that, Little Miss Lawsuit-Pants?

Honey, Have You Seen My Precedent?

This reasoning remained largely unchallenged for several decades, at least directly. In a few cases involving church-state issues in relation to public education, however, it’s more like it was pragmatically ignored.

Everson v. Board (1947) was initiated by a taxpayer who didn’t like state funds being used to pay bus fare to religious schools. The Court ruled against him, but not for lack of standing. Neither the majority opinion nor Justice Robert Jackson’s dissent questioned the plaintiff’s right to bring the complaint; the case was determined entirely on grander constitutional grounds.

The plaintiffs in McCollum v. Board (1948) were parents of children in the district, but also filed as taxpayers who didn’t want their money used to support “released time” programs for religious instruction during the school day. Justice Robert Jackson’s concurrence addressed the issue of taxpayer concerns, finding that the cost of the program was negligible (unlike the bus fare issue in Everson). What he did not suggest was that taxpayer status itself was insufficient to bring the suit to begin with. The majority opinion itself focused on compulsory education laws and the role of parents as advocates for their children. Taxpayer status was simply not a factor.    

A few years later in Zorach v. Clauson (1952), parents who opposed “released time” programs during the school day (but not actually on school grounds) claimed standing both as parents and taxpayers. Nothing in the record indicates anyone challenged this, and no one even mentioned Mellon.

Just to keep everyone on their toes, however, that same year, in Doremus v. Board of Education (1952), the Court shot down plaintiffs opposed to a New Jersey law mandating that Bible verses from the Old Testament be read to students at the beginning of each school day. One had filed suit as a parent, but the child in question didn’t seem sufficiently traumatized to establish “injury,” and by the time the case reached the Supreme Court, they’d graduated anyway – rendering that parent’s complaint moot in the eyes of the Court. The other had filed as a taxpayer, which the Court declared insufficient to establish standing.

Unlike in Everson, there was no specific legislative outlay of funds in Doremus for a taxpayer to challenge. Daily Bible-reading didn’t actually cost anything extra; school budgets stayed pretty much the same whether they pushed Old Testament theology on students or not. With no qualified plaintiff, the Court saw no need to rule on grander constitutional questions. (Dissenters argued that schools using their limited time and resources to promote faith instead of, say… math or reading was in fact of interest to taxpayers, but the majority was not convinced. The Supremes have rarely proven sympathetic towards Rune Goldberg arguments – it looks for immediate cause and effect whenever possible, and “coulda been studying the demise of the Whigs instead” simply wasn’t compelling.)

It Followed Her To School One Day (Which Was Against The Rules)

In the early 1960s, the Court struck down several varieties of state-sponsored prayer and Bible-reading in public schools. In Engel v. Vitale (1962), Abington v. Schempp (1963), and Chamberlin v. Dade County Board of Public Instruction (1964), the plaintiffs were each time parents of school-aged children who objected to this particular mixture of church and state. Their status as taxpayers was periodically referenced in records, but never as the crux of their standing before the courts.

What did emerge, however, in the Supreme Court’s Engel decision (and quoted in Abington the following year) was a critical distinction in how the twin religion clauses of the First Amendment should be approached:

Although these two clauses may, in certain instances, overlap, they forbid two quite different kinds of governmental encroachment upon religious freedom. The Establishment Clause, unlike the Free Exercise Clause, does not depend upon any showing of direct governmental compulsion and is violated by the enactment of laws which establish an official religion whether those laws operate directly to coerce non-observing individuals or not…

When the power, prestige and financial support of government is placed behind a particular religious belief, the indirect coercive pressure upon religious minorities to conform to the prevailing officially approved religion is plain. But the purposes underlying the Establishment Clause go much further than that. Its first and most immediate purpose rested on the belief that a union of government and religion tends to destroy government and to degrade religion…

The Establishment Clause thus stands as an expression of principle on the part of the Founders of our Constitution that religion is too personal, too sacred, too holy, to permit its “unhallowed perversion” by a civil magistrate.

The twin religion clauses are often portrayed as pulling against one another, but Justice Black insisted, rather, that they in fact operate on two entirely different levels. “Free Exercise” constrains what the government can do that might interfere with sincerely held beliefs. It’s intended to allow personal pursuit of the divine as long as the general good is not overly compromised. It’s pragmatic and statutory. “Establishment,” on the other hand, is grander and more idealistic. It proclaims a principled division between the secular and the divine – between man’s laws and the whispers of the spirit. In so doing, it protects both.

Government sacrifices credibility the moment it dabbles in religious messaging, thus elevating some of its citizens over others and eroding the social contract. And while religion can benefit immensely from government sponsorship, true faith rarely survives it.

Or so the Court has repeatedly suggested, at least until recently.

What does this have to do with taxpayer standing in the courts? Everything. Establishment is the very first protection of the entire Bill of Rights, as well it should be. At the same time, it’s not quite like the other protections. More than free speech, a free press, freedom of assembly, or the right to petition for a new dress – more, even, than the free exercise of religion, the Establishment Clause seeks a grander right than those guaranteed to one citizen at a time. It claims for American citizens the right to render unto Caesar only the things that are Caesar’s and render unto God the things that are truly God’s – whatever those might be – without input or influence from secular authority.

Governmental violations of such a thing, then, don’t always work the same as other forms of state intrusion or overreach. They may even arrive as angels of light – generalized benefits disproportionately assisting religious institutions, rituals meant to acknowledge the dominance of some faiths over others, or public displays reinforcing the majority culture at the expense of those on the outside looking in. What makes Flast such an odd little outlier of a case is the Court’s stretch to recognize and accommodate this difference in objective, legal terms.

Flast v. Cohen (1968)

In Flast, a group of taxpayers objected to the use of public funds to provide secular textbooks for sectarian schools. The government argued that based on established precedent, they had no right to sue. The case, then, became about standing rather than the merits of their complaint. If they weren’t qualified to bring the suit to begin with, it didn’t really matter how right or wrong they were on substance.

The Supreme Court determined that there was nothing in the Constitution barring federal taxpayers from challenging taxing and spending they believed to be unconstitutional, so long as they could persuasively demonstrate a “necessary stake” in the results. Plaintiffs had to demonstrate that a legislature had exceeded its constitutional authority for taxing and spending AND identify a specific constitutional right being violated in order to show actual “harm” being done to them in some way.

Here’s how Chief Justice Earl Warren put it in the Court’s majority opinion (internal quotes and citations have been omitted for clarity):

The fundamental aspect of standing is that it focuses on the party seeking to get his complaint before a federal court, and not on the issues he wishes to have adjudicated. The gist of the question of standing is whether the party seeking relief has alleged such a personal stake in the outcome of the controversy…

{W}e find no absolute bar in Article III to suits by federal taxpayers challenging allegedly unconstitutional federal taxing and spending programs…

First, the taxpayer must establish a logical link between that status and the type of legislative enactment attacked. Thus, a taxpayer will be a proper party to allege the unconstitutionality only of exercises of congressional power under the taxing and spending clause of Article. I, Section 8, of the Constitution… Secondly, the taxpayer must… show that the challenged enactment exceeds specific constitutional limitations imposed upon the exercise of the congressional taxing and spending power, and not simply that the enactment is generally beyond the powers delegated to Congress…

While we express no view at all on the merits of appellants’ claims in this case, their complaint contains sufficient allegations under the criteria we have outlined to give them standing to invoke a federal court’s jurisdiction for an adjudication on the merits.

In practice, this turned out to mean that only when the Establishment Clause was involved would being a taxpayer secure standing in the eyes of the law. The decision in Flast wasn’t quite that specific, but in the half-century since, that’s how it’s worked out.

The Lemon Aid

A few short years later, in Lemon v. Kurtzman (1971), the Court ruled against state support of religious education via materials and – in some cases – salary support, declaring it a constitutional no-no. The plaintiffs were taxpayers in the relevant districts and several also had children in the local schools, so standing wasn’t an issue. The aid was a bit more involved, making it different from mere “textbooks” in the eyes of the Court. From Lemon emerged the “Lemon Test,” an informal tool often utilized by the Court to weigh the church-state constitutionality of government actions. The Lemon Test has three parts:

First, the statute must have a secular legislative purpose; second, its principal or primary effect must be one that neither advances nor inhibits religion… finally, the statute must not foster “an excessive government entanglement with religion” …

Those first two would come up more often than the third, and later evolve into what’s commonly referred to as the “endorsement test.” While not official (and recently all but officially overturned), the Lemon Test acknowledges the importance of how government actions are perceived as well as their intent. In other words, establishment is not just about the letter of a law – it’s about motivations and practical results as well.

“Unwanted Exposure”

Sometimes, of course, Establishment Clause violations come without obvious taxing and spending involved, meaning they don’t trigger the standing requirements outlined in Flast. In these cases, the Court will often allow plaintiff standing based on what Professor Carl H. Esbeck of the University of Missouri School of Law calls “unwanted exposure.” In practice, this means that even if someone’s tax dollars aren’t directly paying for something, that doesn’t mean it’s OK for the government to push a message approving some faiths over others, or faith in general over no faith at all. Violations of the Establishment Clause don’t have to be expensive to be violations.

In Stone v. Graham (1980), the Court invalidated a Kentucky state law which required public schools to post the Ten Commandments in classrooms. The actual copies of the Decalogue were donated by outside organizations, so there was no legislative spending involved. As with the mandatory prayer or Bible-reading in Engel or Abington, however, students were still exposed to a daily religious message brought to them on behalf of their government and with subtle but unpleasant consequences for those who chose not to play along. The plaintiffs in Stone, several parents and one teacher, had standing based on this “unwanted exposure” not covered in Flast.

In Valley Forge Christian College v. Americans United for Separation of Church and State, Inc. (1982), the Court refused standing to taxpayers who complained about the transfer of government property to a Christian college. The decision had been made by the Executive Branch; there was no legislation instituting new taxes or creating new spending involved. The Court based its reasoning on the two-part test established in Flast.

Marsh v. Chambers (1983) originated with a Nebraska state legislator who didn’t like paying local clergy to offer a prayer at the beginning of each day. The government didn’t make standing a major issue, but the Supreme Court’s majority opinion acknowledged in a footnote that “we agree that Chambers, as a member of the legislature and as a taxpayer whose taxes are used to fund the chaplaincy, has standing to assert this claim.” In short, he had standing based on both taxpayer status and “unwanted exposure.” (Chambers lost his case on its merits, however, based largely on the idea that adults aren’t children forced to do what others tell them to all day. “Legislators, federal and state, are mature adults who may presumably absent themselves from such public and ceremonial exercises without incurring any penalty, direct or indirect.”)

Lynch v. Donnelly (1984) – The Message Conveyed

Lynch v. Donnelly challenged the constitutionality of a Christmas display put up by the city of Pawtucket, Rhode Island, each year which prominently featured a full Nativity Scene (Mary, Joseph, a glowing Baby Jesus, etc.) The Court did not address standing as such, but the plaintiffs were local residents who would have easily qualified under the “unwanted exposure” principle inherent in the Court’s previous decisions. In terms of its impact on cases related to education, the real significance of Lynch was captured in the concurring opinion of Justice Sandra Day O’Connor:

The Establishment Clause prohibits government from making adherence to a religion relevant in any way to a person’s standing in the political community. Government can run afoul of that prohibition in two principal ways. One is excessive entanglement with religious institutions, which may interfere with the independence of the institutions, give the institutions access to government or governmental powers not fully shared by non-adherents of the religion, and foster the creation of political constituencies defined along religious lines…

The second and more direct infringement is government endorsement or disapproval of religion. Endorsement sends a message to non-adherents that they are outsiders, not full members of the political community, and an accompanying message to adherents that they are insiders, favored members of the political community. Disapproval sends the opposite message…

The meaning of a statement to its audience depends both on the intention of the speaker and on the “objective” meaning of the statement in the community. Some listeners need not rely solely on the words themselves in discerning the speaker’s intent: they can judge the intent by, for example, examining the context of the statement or asking questions of the speaker. Other listeners do not have or will not seek access to such evidence of intent. They will rely instead on the words themselves; for them, the message actually conveyed may be something not actually intended. If the audience is large, as it always is when government “speaks” by word or deed, some portion of the audience will inevitably receive a message determined by the “objective” content of the statement, and some portion will inevitably receive the intended message. Examination of both the subjective and the objective components of the message communicated by a government action is therefore necessary to determine whether the action carries a forbidden meaning.

Although Justice O’Connor doesn’t explicitly connect the two, this is why “unwanted exposure” was (and is) a valid foundation for standing. It doesn’t mean the individual will win every time they complain (the Court said Pawtucket could keep its Nativity Scene, for example), but it does recognize that violations of the Establishment Clause aren’t always full of obvious arm-twisting or overt threats to “non-adherents.” There’s more to many government messages than the literal, face-value words or actions. Just like your kids, teachers, co-workers, boss, or spouse, sometimes you know quite well what’s being communicated even if the other person doesn’t come right out and say it.

Also coming before the Court in 1984 was the case of Allen v. Wright, in which some very messy issues regarding racial segregation and the ugly history of private schooling across the south. In Allen, a conglomeration of Black parents argued that tax-exempt status for segregated private schools and tax deductions for those who supported them were unconstitutional based on the Court’s ruling in Brown v. Board of Education (1954) a generation before and numerous acts of the federal government since. They were rejected for lack of standing.

Turns out the issue still wasn’t as clear cut as Flast or subsequent decisions had presumably tried to make it.

 

Church of the Lukumi Babalu Aye v. City of Hialeah (1993)

Three Big Things

1. The Santeria religion includes animal sacrifices as part of many rituals. These sacrifices are essential to both believers and their deities.

2. When the Church of the Lukumi Babalu Aye announced its plans to build facilities in the city of Hialeah, Florida, city officials quickly moved to outlaw animal sacrifice for any reason – except for just about every other reason one might kill an animal, in which case it was still OK. Just not for the Santeria.

3. The Supreme Court found this violated the Free Exercise Clause by targeting specific religious behaviors without adequate justification, neutral application, or reasonable effort to accommodate the beliefs of the Santeria.

Background

Santeria is one of those religions that the folks most likely to demand more “freedom of religion” in the United States don’t actually mean to include.

Its roots are African, mixed with elements of Catholicism and perhaps a few other things as well. It is thus a prime example of “syncretism” (cultural mixing) – one of those fancy terms you no doubt recall from your world history class in high school. Thanks to the all-expense paid vacations offered to African natives by European powers prior to the mid-nineteenth century, it spread quickly to the Caribbean region and parts of the United States. It’s impossible to gauge actual numbers, of course – there were no official surveys regarding the preferred belief systems of slaves or anything.  

For many years, Santeria remained largely “underground” in the U.S. Most adherents were people of color, many descended from former slaves or recent immigrants, and they no doubt had a pretty good idea how society would respond to such an “African”-flavored faith. Like many other elements of Black culture historically, many found it best to remain under white radar whenever possible.

Santeria remained particularly strong in Cuba, however, meaning it eventually carved out a presence in Florida as well, along with other scattered enclaves across the country. Membership has become slightly more diverse, with a noticeable minority of white folks and an Asian American or two. It’s not exactly “mainstream,” but neither is it totally obscure – at least from a statistical perspective.

Santeria is a very hands-on, get involved religion – far closer to Latin-flavored Catholicism than upper crust Protestantism. Its adherents (and no, they’re not called “Santerians”) often have alters in their homes on which they place flowers, cake, rum, or cigars to keep the gods happy. The “gods” in this case are the Orishas – powerful, but not omnipotent beings. Orishas are often conflated with or represented by various Catholic saints, each of whom has a “specialty” of sorts when it comes to divine intervention. Somewhat like the Hindu pantheon, Orishas are both distinct entities and manifestations or reflections of the same higher (or highest) power.

Spiritual truths don’t always follow worldly logic, after all.

What sets Santeria apart – at least in modern times – is the role of animal sacrifice. Historically, the ritual slaughter of various critters as offerings to the gods is pretty standard stuff. The Jews of the Old Testament are the most familiar example, but it was also common among the Greeks, Romans, Celts, Norse, Egyptians, and numerous other cultures. Christians echo the tradition by symbolically drinking of the blood and eating the flesh of the Son of God, thus maintaining the ritual with less clean-up afterwards. Islam rejects the “blood for favors or forgiveness” element and retains a single annual sacrifice of thankfulness each year during Eid al-Adha.

But in Santeria, sacrifices are far more old school. The relationships of believers and Orishas is symbiotic. Worshippers ask for assistance in fulfilling their divinely-approved destinies, and in exchange they perform the appropriate rituals. Acceptable sacrifices include various foods, drinks, and pretty things, but for big stuff – births, marriages, funerals, curing illness, confirming new members, etc. – animal slaughter is essential. Typical critters include chickens, doves, ducks, guinea pigs, goats, sheep, and turtles. For many (but not all) rituals, the animals are cooked and eaten by the community afterwards – a kind of “dining with the gods” thing. It’s not all just about animal sacrifices, of course. Drumming, dancing, speaking to the spirits, and the like, are usually in the mix as well. It’s interactive, both in terms of believer-to-believer and mortals-to-gods. The Orishas take care of the faithful, and in turn, they subsist on the rituals and sacrifices offered by faithful mortals. Without them, the Orishas would perish.

The Conflict

In 1987, the Church of the Lukumi Babalu Aye, led by Italero (“Priest”) Ernesto Pichardo, leased some land in Hialeah, Florida, and began securing the appropriate permits to establish a house of worship there. Santeria doesn’t generally have its own buildings, but this particular assembly hoped to start their own school, a cultural center, and a museum on site as well. Their stated goal was to bring Santeria out of the shadows and into the open, welcoming the community to learn more about them while providing their “congregation” with the same sort of facilities as any other mainstream religion.

Unfortunately, not all members of the surrounding community embraced this wonderful expansion of multiculturalism. Many, in fact, lost their proverbial minds. The Hialeah City Council began holding emergency meetings in which it was resolved that they’d find some way to shut this nonsense down. As community members lined up to voice their disapproval, many city officials simply couldn’t contain themselves and proclaimed that good Christian communities wouldn’t stand for this outrageous pagan stuff because America and democracy and gross-they-kill-chickens! One city councilman insisted with absolutely zero sense of irony that allowing Santeria to be practiced in their city was “in violation of everything this country stands for.” Another supported banning Santeria because he was certain the Bible didn’t approve of animal sacrifice.

I’ll give you a moment to process that one.

In short, the city was certain that Jesus would certainly never tolerate anyone who broke with the dominant religious beliefs of his day – and neither should Florida.   

When it came time to actually commit words to paper, some effort was made to keep official rhetoric confined to the plausibly constitutional, framing the city’s objections as part of a larger, perfectly sensible policy against “certain religions” which might choose “to engage in practices which are inconsistent with public morals, peace, or safety.” As a body, the council declared that the “City reiterates its commitment to a prohibition against any and all acts of any and all religious groups which are inconsistent with public morals, peace, or safety.”

Put that way, it almost sounded reasonable.

Without mentioning Santeria or the Church of Lukumi Babalu Aye by name, the city council passed an emergency ordinance which repeated the state of Florida’s existing animal cruelty laws and clarified that these very much applied in Hialeah – as if perhaps not everyone was aware of how “state laws” worked. Finding this insufficient, but realizing there were limits as to how far the city could go in creating its own new criminal statues, they asked the state’s attorney general to get involved. He replied that existing Florida law prohibited the “unnecessary” killing of animals, which he defined as “done without any useful motive, in a spirit of wanton cruelty or for the mere pleasure of destruction without being in any sense beneficial or useful to the person killing the animal.” This included “ritual sacrifice of animals for purposes other than food consumption.”

In other words, according to Florida’s Attorney General, Hialeah could pass all the laws it liked to support the prohibition. Before the year was out, the city council passed several new ordinances prohibiting animal sacrifice within city limits, whether the flesh was eaten afterwards or not.

It’s worth noting the implicit assumption that religious rituals are by default lacking in “useful motive” and are not “in any sense beneficial or useful.” State and local lawmakers were careful to exempt all sorts of other reasons one might kill an animal – slaughterhouses and butchers were exempt, as were those hunting or fishing for sport or who raised a few small animals for food. It was OK to kill household pests or put down strays at the local veterinary clinic or kill an animal in self-defense. In fact, the law allowed almost anyone to kill any animals for any reason except for the Santeria and their whole “animal sacrifice” thing – all without actually admitting on paper that’s what it was designed to do.

The Santeria objected, and eventually the case worked its way up to the Supreme Court.

Evolving Precedents

Way back in Reynolds v. United States (1879), the Court had ruled that it was acceptable for government to ban polygamy despite the impact this had on the practices of the Church of Jesus Christ of Latter-Day Saints (aka, “Mormons”). The Court acknowledged that marriage had a “sacred” element but noted that it was nevertheless typically regulated by secular laws in most civilized societies. You may believe whatever you like in a free country, the majority explained, but that doesn’t mean you can circumvent reasonable secular regulations based on those beliefs.

A few years later, in Davis v. Beason (1890), the Court validated state laws which prevented citizens from voting unless they were willing to swear they neither supported nor participated in polygamy. The majority opinion by Justice Stephen Field referred to polygamy as a violation of “the laws of all civilized and Christian countries” and said it tended to “destroy the purity of the marriage relation” as well as “degrade woman and… debase man.” Polygamy was gross and wrong and they should (literally) lock you up for even talking about it.

Once Justice Field had gotten some of the outrage out of his system, he was able to dial back his rhetoric enough to summarize the Court’s central point:

It was never intended or supposed that the {First} amendment could be invoked as a protection against legislation for the punishment of acts inimical to the peace, good order, and morals of society… However free the exercise of religion may be, it must be subordinate to the criminal laws of the country, passed with reference to actions regarded by general consent as properly the subjects of punitive legislation.

In other words, just as in Reynolds a decade before, the Court drew a line between what individuals were allowed to believe and what they were allowed to do. (The fact that the laws in question in Davis required citizens to deny specific beliefs in order to vote was thus both validated and ignored at the same time.)

Fast-forward to the early 1960s, right around the same time the Supreme Court was bullying God out of schools, allowing people to marry outside their race, and generally destroying the morality of an otherwise holy and prosperous people. Once again, some wacky fringe religion was making things difficult for real Americans.

Adele Sherbert was a Seventh-Day Adventist. The Adventists believe that God commanded man to rest on the Sabbath, which a glance at any wall calendar or daily pill dispenser will confirm is Saturday. She was fired and then denied unemployment for refusing to work on Saturdays. This rule did not apply to those unwilling to work on Sundays however – because church and stuff.

In Sherbert v. Verner (1963), the Court ruled that the government can only restrict free exercise if the rules and procedures involved have been narrowly tailored to fulfill an essential state interest and with the minimum possible disruption to religious beliefs or rituals. Offering unemployment benefits to Sherbert wouldn’t be favoring her religion over others; it would merely be treating it the same as others with minor adjustments in the details. That’s the goal of the Free Exercise Clause, explained the Court.

Sherbert was a substantial shift in how the Court balanced secular law and religious freedom. Government at all levels was now expected to make every effort to accommodate religious beliefs or to restrict them as minimally as possible when applying neutral and essential rules and procedures. The state must have a “compelling interest” in play to justify violating free exercise.

A generation later, in Employment Division, Department of Human Resources of Oregon v. Smith (1990), the Court again shifted its perspective on free exercise. In this case, Alfred Smith was fired from his job as a drug rehabilitation counselor because his employer discovered he used peyote (a hallucinogenic) as part of his Native American religious rituals. The state denied him unemployment benefits because he’d been dismissed for “work-related misconduct.” Smith’s attorneys argued that based on the standard established in Sherbert, his use of peyote for religious purposes should be exempt from otherwise general rules prohibiting drug use.

The Court decided to cut loose the “compelling interest” test of Sherbert and determined instead that generally applicable laws which only incidentally impact religious behavior (i.e., they’re clearly not designed to target it) do not violate the Free Exercise Clause of the First Amendment. The majority also drew a critical distinction between the two situations. Sherbert had been denied unemployment because the state refused to make minor policy adjustments to accommodate her religious beliefs. Smith was fired and denied unemployment for committing a felony for which he hoped to secure a religious exemption.

The Court also added another odd little wrinkle to the mix to be considered moving forward. Many free exercise cases involved related rights as well – freedom of speech and the press, parental rights over their children, etc. Smith’s case did not. In “hybrid” cases, the Court would generally use the same “strict scrutiny” standard requiring government to show a “compelling interest” in infringing on individual beliefs. In a “pure” case, however, the government need only show that the laws or policies in question are legitimate roles of government and have been applied neutrally. In the case of Smith’s peyote use, this was clearly the case.

Smith specifically rejected the premise that government was required to show a “compelling interest” whenever general laws substantially interfered with religious practices.

The Decision

Justice Anthony Kennedy wrote for a unanimous Court in favor of the Church of the Lukumi Babalu Aye. Or, rather, the justices unanimously found in favor of the church – although few of them agreed entirely as to why. (Apparently, religious freedom in the face of government regulation can be a sticky subject.) The Court was unified enough, however, to establish several clear takeaways from the case.

The Court acknowledged that the government may sometimes put burdens on religious practices with legislation that doesn’t target those practices but nevertheless impacts them. (A church who promoted human sacrifice or driving as fast as possible wouldn’t get exemptions from general laws prohibiting such things.)

The problem was that the city’s ordinances weren’t neutral. They didn’t even do a very good job of pretending they were. While state law already prohibited some animal slaughter, Hialeah officials clearly sought to prohibit this specific religious practice – they responded to community concerns that way, debated legislation that way, and crafted the specific language of local statutes that way. They’d essentially “gerrymandered” the rules to target the practices and beliefs of one specific religious organization. That’s a big constitutional no-no.

(It’s worth noting that both Justice Scalia and Chief Justice Rehnquist dissented from this part – they objected to the use of legislative motivation as a factor in determining the constitutionality of specific acts of legislation. As the Court has become more conservative in recent years, it’s become increasingly comfortable setting aside obvious context and loudly proclaimed intent in order to justify some rather counterintuitive outcomes based on technicalities or the “letter of the laws” in question.)

When laws aren’t clearly neutral, or are not applied in a neutral way, the government body making and enforcing those rules needs to be able to demonstrate a “compelling interest” which justifies the necessity of such rules and must show that it’s “narrowly tailored” its actions to interfere with religious as little as possible while still accomplishing its goals. In the case of Hialeah and the state of Florida, the laws in question didn’t consistently prioritize public health and safety (the supposed reason for passing them in the first place), and when they did address public health and safety, they were often unnecessarily broad. In other words, they were both too general and too limited all at the same time.

That happens when you’re trying to fight the even ooga-booga men and their devil faith but you have to distort and twist everything to get there… so the “truth” can win.   

In short, the efforts of the city of Hialeah to ban Santeria violated the Free Exercise Clause of the First Amendment. Whenever general laws end up infringing on religious beliefs or practices, they are subject to what the Court calls “close scrutiny” to determine whether or not such laws are both neutral (applying equally to everyone regardless of religious factors) and necessary (serving a legitimate government goal with as little interference as possible in religious matters). These laws were neither.

There Ought To Be A Law

While the Lukumi Babalu case was working its way through the system, Congress was up in arms about the Court’s decision in Employment Division v. Smith and passed the Religious Freedom Restoration Act (RFRA) of 1993. Setting aside the unnecessarily dramatic title, this legislation required courts to use “strict scrutiny” in all free exercise cases and mandated the revival of the “compelling interest” standard from Sherbert. The goal was to make it more difficult in general for government at any level to enforce general rules and regulations against religious groups or individuals – to essentially grant religious behavior a partial exemption from the laws governing everything and everyone else.

The Court invalidated most of the RFRA in City of Boerne v. Flores (1997) based on shut-up-don’t-tell-us-how-to-do-our-job. Congress tried again with the Religious Land Use and Institutionalized Persons Act (RLUIPA) of 2000, and this time most of what they wanted seemed to stick. In matters related to prisoners’ religious rights or religious institutions wanting to ignore zoning regulations, historical preservation statutes, parking requirements, etc., government has to meet a much higher standard before being allowed to infringe on free exercise by treating people or institutions of faith like everyone else.

It’s quite doubtful Congress had Santeria in mind while crafting RFRA or its sequel, but their respective impacts certainly complement one another. RLUIPA is still in effect, and Lukumi Babalu is still cited regularly in cases involving general laws or practices which in some way interfere with sincere religious choices. (It was referenced in both 2022 cases involving religion in schools – Carson v. Makin and Kennedy v. Bremerton – although not as the primary foundation for either decision.)

Generally speaking, any governmental action which infringes on religious behaviors or beliefs must be “narrowly tailored” to accomplish legitimate government goals and applied neutrally. In recent years, the Court has come to conflate this with a constitutional requirement that government overtly support religion in certain instances – that anything short of that is, in fact, infringes on free exercise. Just how far this stretches and in what specific situations it does or doesn’t apply is still being… sorted out.

We’ll see how it goes.  

Excerpts from Church of the Lukumi Babalu Aye v. City of Hialeah (1993), Majority Opinion by Justice Anthony Kennedy
{Edited for Readability}

The Free Exercise Clause of the First Amendment, which has been applied to the States through the Fourteenth Amendment (see Cantwell v. Connecticut, 1940), provides that “Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise thereof…” … Although the practice of animal sacrifice may seem abhorrent to some, “religious beliefs need not be acceptable, logical, consistent, or comprehensible to others in order to merit First Amendment protection” (Thomas v. Review Board of Indiana Employment Security Division, 1981). Given the historical association between animal sacrifice and religious worship, petitioners’ assertion that animal sacrifice is an integral part of their religion “cannot be deemed bizarre or incredible” (Frazee v. Illinois Dept. of Employment Security, 1989). Neither the city nor the courts below, moreover, have questioned the sincerity of petitioners’ professed desire to conduct animal sacrifices for religious reasons…

In addressing the constitutional protection for free exercise of religion, our cases establish the general proposition that a law that is neutral and of general applicability need not be justified by a compelling governmental interest even if the law has the incidental effect of burdening a particular religious practice (Employment Division, Dept. of Human Resources of Oregon v. Smith, 1990). Neutrality and general applicability are interrelated, and, as becomes apparent in this case, failure to satisfy one requirement is a likely indication that the other has not been satisfied… These ordinances fail to satisfy {either}…

At a minimum, the protections of the Free Exercise Clause pertain if the law at issue discriminates against some or all religious beliefs or regulates or prohibits conduct because it is undertaken for religious reasons…  

There are, of course, many ways of demonstrating that the object or purpose of a law is the suppression of religion or religious conduct. To determine the object of a law, we must begin with its text, for the minimum requirement of neutrality is that a law not discriminate on its face…

We reject the contention advanced by the city that our inquiry must end with the text of the laws at issue. Facial neutrality is not determinative. The Free Exercise Clause, like the Establishment Clause, extends beyond facial discrimination. The Clause “forbids subtle departures from neutrality” (Gillette v. United States, 1971) and “covert suppression of particular religious beliefs” (Bowen v. Roy, 1986). Official action that targets religious conduct for distinctive treatment cannot be shielded by mere compliance with the requirement of facial neutrality. The Free Exercise Clause protects against governmental hostility which is masked as well as overt. “The Court must survey meticulously the circumstances of governmental categories to eliminate, as it were, religious gerrymanders” (Walz v. Tax Commission of New York City, 1970).

The record in this case compels the conclusion that suppression of the central element of the Santeria worship service was the object of the ordinances…

Resolution 87-66, adopted June 9, 1987, recited that “residents and citizens of the City of Hialeah have expressed their concern that certain religions may propose to engage in practices which are inconsistent with public morals, peace or safety,” and “reiterated” the city’s commitment to prohibit “any and all such acts of any and all religious groups.” No one suggests, and on this record it cannot be maintained, that city officials had in mind a religion other than Santeria.

It becomes evident that these ordinances target Santeria sacrifice when the ordinances’ operation is considered. Apart from the text, the effect of a law in its real operation is strong evidence of its object… The subject at hand does implicate, of course, multiple concerns unrelated to religious animosity, for example, the suffering or mistreatment visited upon the sacrificed animals and health hazards from improper disposal. But the ordinances when considered together disclose an object remote from these legitimate concerns. The design of these laws accomplishes instead a “religious gerrymander” (Walz), an impermissible attempt to target petitioners and their religious practices…

We begin with Ordinance 87-71. It prohibits the sacrifice of animals, but defines sacrifice as “to unnecessarily kill… an animal in a public or private ritual or ceremony not for the primary purpose of food consumption.” The definition excludes almost all killings of animals except for religious sacrifice, and the primary purpose requirement narrows the proscribed category even further, in particular by exempting kosher slaughter… The net result of the gerrymander is that few if any killings of animals are prohibited other than Santeria sacrifice…

Operating in similar fashion is Ordinance 87-52, which prohibits the “possession, sacrifice, or slaughter” of an animal with the “intent to use such animal for food purposes.” … The ordinance exempts, however, “any licensed food establishment” with regard to “any animals which are specifically raised for food purposes” … Again, the burden of the ordinance, in practical terms, falls on Santeria adherents but almost no others… A pattern of exemptions parallels the pattern of narrow prohibitions. Each contributes to the gerrymander.

Ordinance 87-40 incorporates the Florida animal cruelty statute… The city claims that this ordinance is the epitome of a neutral prohibition. The problem, however, is the interpretation given to the ordinance by respondent and the Florida attorney general. Killings for religious reasons are deemed unnecessary, whereas most other killings fall outside the prohibition. The city, on what seems to be a per se basis, deems hunting, slaughter of animals for food, eradication of insects and pests, and euthanasia as necessary… Indeed, one of the few reported Florida cases decided under {this same state law} concludes that the use of live rabbits to train greyhounds is not unnecessary… Respondent’s application of the ordinance’s test of necessity devalues religious reasons for killing by judging them to be of lesser import than nonreligious reasons. Thus, religious practice is being singled out for discriminatory treatment.

We also find significant evidence of the ordinances’ improper targeting of Santeria sacrifice in the fact that they proscribe more religious conduct than is necessary to achieve their stated ends…

The legitimate governmental interests in protecting the public health and preventing cruelty to animals could be addressed by restrictions stopping far short of a fiat prohibition of all Santeria sacrificial practice. If improper disposal, not the sacrifice itself, is the harm to be prevented, the city could have imposed a general regulation on the disposal of organic garbage. It did not do so. Indeed, counsel for the city conceded at oral argument that, under the ordinances, Santeria sacrifices would be illegal even if they occurred in licensed, inspected, and zoned slaughterhouses. Thus, these broad ordinances prohibit Santeria sacrifice even when it does not threaten the city’s interest in the public health…

With regard to the city’s interest in ensuring the adequate care of animals, regulation of conditions and treatment, regardless of why an animal is kept, is the logical response to the city’s concern, not a prohibition on possession for the purpose of sacrifice. The same is true for the city’s interest in prohibiting cruel methods of killing… If the city has a real concern…, the subject of the regulation should be the method of slaughter itself, not a religious classification that is said to bear some general relation to it…

In determining if the object of a law is a neutral one under the Free Exercise Clause, we can also find guidance in our equal protection cases… Here, as in equal protection cases, we may determine the city council’s object from both direct and circumstantial evidence (Arlington Heights v. Metropolitan Housing Development Corp., 1977). Relevant evidence includes, among other things, the historical background of the decision under challenge, the specific series of events leading to the enactment or official policy in question, and the legislative or administrative history, including contemporaneous statements made by members of the decision-making body…

That the ordinances were enacted “because of,” not merely “in spite of,” their suppression of Santeria religious practice is revealed by the events preceding their enactment… The minutes and taped excerpts of the June 9 session, both of which are in the record, evidence significant hostility exhibited by residents, members of the city council, and other city officials toward the Santeria religion and its practice of animal sacrifice. The public crowd that attended the June 9 meetings interrupted statements by council members critical of Santeria with cheers and the brief comments of Pichardo {the church’s primary religious leader} with taunts. When Councilman Martinez, a supporter of the ordinances, stated that in prerevolution Cuba “people were put in jail for practicing this religion,” the audience applauded.

Other statements by members of the city council were in a similar vein. For example, Councilman Martinez, after noting his belief that Santeria was outlawed in Cuba, questioned: “If we could not practice this religion in our homeland, why bring it to this country?” Councilman Cardoso said that Santeria devotees at the Church “are in violation of everything this country stands for.” Councilman Mejides indicated that he was “totally against the sacrificing of animals” and distinguished kosher slaughter because it had a “real purpose.” The “Bible says we are allowed to sacrifice an animal for consumption,” he continued, “but for any other purposes, I don’t believe that the Bible allows that.” …

Various Hialeah city officials made comparable comments…

In sum, the neutrality inquiry leads to one conclusion: The ordinances had as their object the suppression of religion…

The principle that government, {even} in pursuit of legitimate interests, cannot in a selective manner impose burdens only on conduct motivated by religious belief is essential to the protection of the rights guaranteed by the Free Exercise Clause… In this case we need not define with precision the standard used to evaluate whether a prohibition is of general application, for these ordinances fall well below the minimum standard necessary to protect First Amendment rights.

The Free Exercise Clause commits government itself to religious tolerance, and upon even slight suspicion that proposals for state intervention stem from animosity to religion or distrust of its practices, all officials must pause to remember their own high duty to the Constitution and to the rights it secures. Those in office must be resolute in resisting importunate demands and must ensure that the sole reasons for imposing the burdens of law and regulation are secular. Legislators may not devise mechanisms, overt or disguised, designed to persecute or oppress a religion or its practices. The laws here in question were enacted contrary to these constitutional principles, and they are void.