Carson v. Makin (Analysis & Carrying On, Part Two)

Stay On Your Side

Free Exercise Trumps “No Establishment”

If you’re looking for a fairly balanced overview of this case, I suggest starting here. If you’re looking for pithy, insightful analysis, on the other hand, you’re in the right place. The second part of it, anyway.

Last time, we got through opening remarks and personal disclaimers, gave a little background on the Amendments involved, and covered the Court’s introduction to the facts of the case. Chief Justice Roberts summarized the lower courts’ decisions to side with the state. Basically, they’d reasoned, Maine’s plan was intended to offer a proxy of sorts for traditional public education, and thus it was perfectly constitutional to exclude religious schools from the program.

Here’s how the Chief Justice and his cabal respond:

The Free Exercise Clause of the First Amendment protects against “indirect coercion or penalties on the free exercise of religion, not just outright prohibitions” (Lyng v. Northwest Indian Cemetery Protective Assn., 1988). In particular, we have repeatedly held that a State violates the Free Exercise Clause when it excludes religious observers from otherwise available public benefits. (See Sherbert v. Verner, 1963…; see also Everson v. Board of Ed. of Ewing, 1947…) A State may not withhold unemployment benefits, for instance, on the ground that an individual lost his job for refusing to abandon the dictates of his faith…

He then recaps Trinity Lutheran v. Comer (2017) and Espinoza v. Montana (2020) by way of demonstrating the Court’s recent fondness for free exercise, even when it means state funding of religious organizations.

The “unremarkable” principles applied in Trinity Lutheran and Espinoza suffice to resolve this case. Maine offers its citizens a benefit: tuition assistance payments for any family whose school district does not provide a public secondary school. Just like the wide range of nonprofit organizations eligible to receive playground resurfacing grants in Trinity Lutheran, a wide range of private schools are eligible to receive Maine tuition assistance payments here. And like the daycare center in Trinity Lutheran, BCS and Temple Academy are disqualified from this generally available benefit “solely because of their religious character.” By “conditioning the availability of benefits” in that manner, Maine’s tuition assistance program – like the program in Trinity Lutheran – “effectively penalizes the free exercise” of religion.

Roberts acknowledges that there are times when a state may be justified in excluding religious organizations from general laws or benefits, but that “this is not one of them.” For good measure, he brings in the issue of “parent choice” from one of the “voucher”-style cases the Court has tackled in recent decades.

As noted, a neutral benefit program in which public funds flow to religious organizations through the independent choices of private benefit recipients does not offend the Establishment Clause. (See Zelman v. Simmons-Harris, 2002.) Maine’s decision to continue excluding religious schools from its tuition assistance program after Zelman thus promotes stricter separation of church and state than the Federal Constitution requires…

But as we explained in both Trinity Lutheran and Espinoza, such an “interest in separating church and state ‘more fiercely’ than the Federal Constitution . . . ‘cannot qualify as compelling’ in the face of the infringement of free exercise.” … Justice Breyer stresses the importance of “government neutrality” when it comes to religious matters, but there is nothing neutral about Maine’s program. The State pays tuition for certain students at private schools – so long as the schools are not religious. That is discrimination against religion. A State’s antiestablishment interest does not justify enactments that exclude some members of the community from an otherwise generally available public benefit because of their religious exercise.

That’s the part that’s going to bust open the dam sooner rather than later. In and of itself, it’s entirely reasonable and constitutionally sound. As far back as Everson v. Board of Education (1947) when the state of New Jersey reimbursed parents for bus fare as part of helping their kids get to school, the Court has been fine with a “general benefit” that just happens to benefit religious organizations as well. The city repairs roads which help people get to church. The police (theoretically) protect the faithful from bad guys while they pray, chant, or sing. Fire departments respond if a mosque or temple is ablaze. The Court insists this is the same basic thing.

Except that it’s not.

General Benefits vs. Funding Indoctrination

Enabling an institution to do whatever it does by providing public services is as neutral as government can get. Those road crews don’t jump in and do repairs on the sanctuary or mosque as part of their job because that would be “establishment” – active support of specific religious activities or institutions. For them to avoid maintaining any streets which pass near a church, however, would be to deny “free exercise” – actively making it difficult for believers to partake in whatever partakery is at hand.

What the Court has done in Carson v. Makin is a substantial step further. They’ve demanded that states providing any sort of choice or flexibility in their school systems must offer comparable support for religious indoctrination in place of some of that education. They’re requiring tax dollars designated for preparing young people to function competently in a modern, diverse, complex world, be redirected to teach homophobia, science denial, sexism, misogyny, alternative history, or whatever else might be trending that week in right-wing curriculums.

A Catholic hospital is primarily a hospital; it simply happens to have a lot of Catholics working there and easy access to clergy should one be so inclined. It is unlikely, however, that the medical care itself will be substantially altered by the theology of those in charge. (I realize there are some exceptions – particularly when it comes to reproductive rights – but I’m speaking in general terms.) When Medicare reimburses the hospital for medical services provided to qualified patients, the government is playing nicely with religion. It’s neither promoting Catholicism in any meaningful way nor excluding otherwise qualified health care professionals based on their beliefs.

You’ll notice, however, that there aren’t many hospitals run by the Jehovah’s Witnesses or Buddhists. Imagine that there were, and that you were rushed into the ER at either one after a serious accident. The JWs would no doubt do their best to care for you, but they don’t believe in blood transfusions, so… bad luck, there. The Buddhists believe that suffering is part of life and must be met with acceptance rather than complicated with medical technology and all that rushing around and beeping. Now imagine that the Court has just determined that if Medicare is going to pay for SECULAR treatment (like blood transfusions or life-saving technology), it must be just as willing to pay for ALTERNATIVE treatments like prayer, mediation, and denial of such worldly approaches. In fact, there will now be LESS money to pay for the worldly approaches so that your tax dollars may be spread more equitably among those freely exercising their own approaches to healing and happiness – snake oil, bloodletting, Ayurveda, trepanation, etc.

It’s an extreme example, sure – and I promise you I have absolutely nothing against the JWs or Buddhists. I just don’t want to pay either group out of my tax dollars to provide their own alternatives to modern medical care. Nor do I want to pay evangelicals to educate kids who a mere decade from now will be voting and making world-altering decisions about health care, the role of women in society, civil rights, foreign relations, and whether or not Jesus wants us to beat the sh*t out of the gay kids.

Did I mention that I feel rather strongly about this?

Private Schools Aren’t Meant To Serve Everyone

The lower courts accepted Maine’s use of this program as essentially a substitute for traditional public schools, but Roberts isn’t buying that even a little…

The First Circuit held that the “nonsectarian” requirement was constitutional because the benefit was properly viewed not as tuition assistance payments to be used at approved private schools, but instead as funding for the “rough equivalent of the public school education that Maine may permissibly require to be secular.” …

To start with, the statute does not say anything like that. It says that an SAU without a secondary school of its own “shall pay the tuition . . . at the public school or the approved private school of the parent’s choice at which the student is accepted.” The benefit is tuition at a public or private school, selected by the parent, with no suggestion that the “private school” must somehow provide a “public” education.

He’s not wrong. This was clearly the weak point in the state’s argument to begin with based on the direction the Court has been going with these sorts of issues for the past several decades. I don’t agree with many of those earlier decisions, but given that they’ve become pretty solid precedent, Maine should have seen this coming.

This reading of the statute is confirmed by the program’s operation. The differences between private schools eligible to receive tuition assistance under Maine’s program and a Maine public school are numerous and important. To start with the most obvious, private schools are different by definition because they do not have to accept all students. Public schools generally do. Second, the free public education that Maine insists it is providing through the tuition assistance program is often not free. That “assistance” is available at private schools that charge several times the maximum benefit that Maine is willing to provide.

Ironically, these are two of the primary arguments against “school choice” or “vouchers” as a valid means for improving education for all kids through competition – traditionally one of the primary talking points of the same folks currently giddy over this decision. Private schools always have and always will pick and choose their students, making comparisons to public schools largely meaningless. The “choice” being made is that of each school “choosing” who it will and won’t accept – NOT of parents choosing any school they like. Vouchers make private religious education more affordable for those wealthy enough to pay the difference; poor people are still left choosing from what their coupons will buy.

This decision seems likely to increase that disparity, beginning in Maine.

Moreover, the curriculum taught at participating private schools need not even resemble that taught in the Maine public schools… Participating schools need not hire state-certified teachers… And the schools can be single-sex… In short, it is simply not the case that these schools, to be eligible for state funds, must offer an education that is equivalent—roughly or otherwise—to that available in the Maine public schools.

I don’t believe the Chief Justice intended to echo some of the most common arguments against what counts as “school choice” in many states. He’s simply refuting the idea that these private school options are in any way “just another version of the state providing a public school education.”

Which to my way of thinking, of course, is the whole problem.

But the key manner in which the two educational experiences are required to be “equivalent” is that they must both be secular. Saying that Maine offers a benefit limited to private secular education is just another way of saying that Maine does not extend tuition assistance payments to parents who choose to educate their children at religious schools.

Well, yes. Exactly.

The (Former) Wall Of Separation

This apparent “gotcha” is, in fact, the whole point. States don’t traditionally support religious education because they’re the state. Besides, prior to last week the establishment clause said that was a big no-no.

It’s this next bit, however, that might be my favorite of the entire majority opinion:

Indeed, were we to accept Maine’s argument, our decision in Espinoza would be rendered essentially meaningless. By Maine’s logic, Montana could have obtained the same result that we held violated the First Amendment simply by redefining its tax credit for sponsors of generally available scholarships as limited to “tuition payments for the rough equivalent of a Montana public education” – meaning a secular education. But our holding in Espinoza turned on the substance of free exercise protections, not on the presence or absence of magic words. That holding applies fully whether the prohibited discrimination is in an express provision like {the one in Maine} or in a party’s reconceptualization of the public benefit.

The thing is, if Montana’s voucher program had specified that religious schools were eligible as long as they made some token effort to provide “the rough equivalent of a Montana public education,” we could have avoided all sorts of problems. I might not love the idea of paying religious institutions to perform state functions, but it would at least maintain the principle that public education is intended to provide young people with a fairly consistent body of skills and knowledge and a general understanding of civilized society and their place in it.

Arguments about the fundamental purposes or priorities of public education are varied and endless, but whatever else schools are designed to do, we at least hope they prepare young people to function capably in the world. We hope they’re able to become educated voters, to form meaningful relationships, and to pay their bills and stay out of jail. Some approaches to religion support these goals, many others do not, but public schools make every effort to fulfill these functions without coloring too far outside the lines. It’s impossible to be effective and avoid ANY moral compass in a school setting; if we can’t lay some ground rules about honesty and responsibility and not being horrible to one another, there’s no way we’ll get far teaching them Algebra II. But we try to stay out of anything clearly in the purview of faith.

Religious schools do not return the favor. For many, their faith requires rewriting history, devaluing science, and the labeling of numerous “undesirables.” Free exercise has long meant the state doesn’t prevent those who so choose from indoctrinating their children in this way, whatever the long-term consequences, but for the past half-century at least the rest of us haven’t had to pay for it.

Until now.

The primary impact of Carson v. Makin won’t be limited to rural Maine. In this decision, the Court has stripped away any lingering distinctions between public funding of public good done by religious institutions and public funding of religious instruction, evangelism, or indoctrination. According to this Court, in fact, any distinction between the two is irrelevant. If a state supports a secular effort at promoting the general welfare, it must support religious endeavors which claim even a rough, unverifiable equivalence to those same goals.

It’s hard to imagine this will remain limited even to “school choice” programs. In principle, there’s no reason it should.

As of last week, it is no longer constitutional to distinguish between peer-reviewed history and the Book of Genesis or between medical science and mysticism when it comes to government funding. Public schools will continue to face heavy scrutiny and regulation, while all private alternatives must do to avoid accountability is include religious indoctrination as part of their function. According to the majority of justices, this places them above scrutiny by government bodies at any level thanks to the protections provided by the First Amendment.

I guess we should be glad it’s still doing SOMETHING.

Carson v. Makin (Analysis & Carrying On, Part One)

Fence of SeparationA few days ago, the Supreme Court announced its decision in Carson v. Makin, a case involving state support of religious education in rural Maine. The short version is that states which offer any sort of support for private schooling or alternatives to state-run public schools cannot deny equivalent support to religious institutions claiming a comparable role. These institutions need not follow state curriculums or abstain from indoctrination. They may pick and choose their students on any basis they like and may teach what they like, however they like, and still get paid by the state for each student they choose to accept.

The language of the decisions does not specifically prohibit states from instituting some general academic standards; the two schools in question were both on the “approved” list of state options. (They “count” as schools for purposes of students earning a diploma but did NOT qualify for state reimbursement due to their religious focus.) Then again, the Court showed little interest in the quality of education provided by any of the schools discussed in this case. Unlike in many previous cases (particularly Zelman v. Simmons-Harris, 2002), which validated an Ohio “vouchers” program largely based on the apparent underperformance of public schools in the state and established “parent choice” and the constitutional “breaker switch” between government funding and religious application), the issue isn’t even discussed.

I know, I know – “academic quality” isn’t a First Amendment issue. Religious freedom IS. Nevertheless, previous Courts have often demonstrated at least token concern for outcomes – for the likely impact of various decisions either way. This particular Court is so enamored with taking “free exercise” to Chuck E. Cheese’s that it’s left “establishment” locked in the back seat without even cracking the windows.

Also, I may have strong feelings about this one.

I wrote about this case a few days ago and linked to some very good breakdowns of the decision and its likely impacts. Here, I’d like to highlight a few specific elements from the majority opinion, written by Chief Justice John Roberts. This may end up broken into several parts depending on how carried away I get.

Most of the cases cited by Roberts, as well as those referenced by Justices Breyer and Sotomayor, are covered in some detail in “Have To” History: A Wall of Education, which I’m sure you’ve all recently ordered and read in preparation for this term. If so, you know that when I’m writing for publication, case summaries are relatively balanced and my tone largely rational. My goal is to offer useful references and accessible explanations to a wide possible audience.

That’s not always the case here on the blog. You have been warned.

A Little Background…

The First Amendment to the U.S. Constitution contains six specific protections, two of which are related to religion. The “Establishment” Clause says government cannot support one religion over another or promote the idea of religion over non-religion; the “Free Exercise Clause” says government cannot target or hinder a specific religion or religion in general. These first two clauses are often in tension with one another, but taken together clearly indicate a desire by the Framers that government do its best to avoid promoting OR hindering religious beliefs or behaviors.

The phrase “a wall of separation between Church & State” comes from a letter by President Jefferson to the Danbury Baptists; while not part of the Constitution, it’s been cited so often by various Supreme Court decisions that it might as well be. There are a handful of influential voices, however, who really hate this metaphor and believe it misrepresents the intent of the First Amendment.

The Fourteenth Amendment, passed shortly after the Civil War, requires states to recognize most of the same rights guaranteed on the federal level by other amendments – or at least that’s how it’s come to be understood. The application of principles found in the Bill of Rights to state or local government via the Fourteenth Amendment is known in legal circles as “incorporation.” It’s why the Supreme Court will hear a case involving Maine citizens and Maine public schools when it involves a fundamental right like those covered in the First Amendment.

The Fourteenth Amendment also explicitly prohibits any state from denying “to any person within its jurisdiction the equal protection of the laws.” This one can be a bit redundant, but it’s often thrown in with whatever specific complaints are at the heart of cases like this one to emphasize the idea of unfair treatment – in this case, against the families wishing to sent their children to religious high schools.

Alright, let’s get to it. These excerpts of the Supreme Court’s written opinion have been edited and formatted for readability. I’ve done my best to maintain appropriate context and intent. You can read the full decision as originally written here.

The Majority Opinion (Some Of It, Anyway)

Chief Justice Roberts, joined by Justices Thomas, Alito, Gorsuch, Kavanaugh, and Barrett:

Maine’s Constitution provides that the State’s legislature shall “require . . . the several towns to make suitable provision, at their own expense, for the support and maintenance of public schools.” In accordance with that command, the legislature has required that every school-age child in Maine “shall be provided an opportunity to receive the benefits of a free public education” and that the required schools be operated by “the legislative and governing bodies of local school administrative units.” But Maine is the most rural State in the Union, and for many school districts the realities of remote geography and low population density make those commands difficult to heed. Indeed, of Maine’s 260 school administrative units (SAUs), fewer than half operate a public secondary school of their own.

Maine has sought to deal with this problem in part by creating a program of tuition assistance for families that reside in such areas. Under that program, if an SAU neither operates its own public secondary school nor contracts with a particular public or private school for the education of its school-age children…

Get used to seeing “SAU” for “school administrative units.” This is a term used to avoid getting bogged down by any distinctions between “districts” or “counties” or “school corporations,” etc.

Notice the root of the issue here is that Maine doesn’t actually have public high schools operating in something like half the state. There are logistical reasons for this (who knew Maine was THAT rural?), but it’s an important issue because it means parents in those areas are effectively required to utilize “school choice” if they want their children to receive an education (and they’re not up for homeschooling). Once “parent choice” is in the mix, it’s much more difficult for the state to limit which institutions can and can’t take those “vouchers” – in whatever form the funding takes.

To be “approved” to receive these payments, a private school must meet certain basic requirements under Maine’s compulsory education law. The school must either be “currently accredited by a New England association of schools and colleges” or separately “approved for attendance purposes” by the Department. Schools seeking approval from the Department must meet specified curricular requirements, such as using English as the language of instruction, offering a course in “Maine history, including the Constitution of Maine . . . and Maine’s cultural and ethnic heritage,” and maintaining a student-teacher ratio of not more than 30 to 1… In schools that qualify for the program because they are accredited, teachers need not be certified by the State and Maine’s curricular requirements do not apply…

Note that Roberts is summarizing the existing legislation in Maine, not issuing requirements. He covers a few more details and points out that the state does not automatically exclude schools associated with a religious institution but instead considers their mission and methods. In other words, Maine apparently made a distinction between schools which happened to be religious and those actively promoting specific doctrines, values, and opinions of others as part of their daily efforts.

In 2018, petitioners… alleged that the “nonsectarian” requirement of Maine’s tuition assistance program violated the Free Exercise Clause and the Establishment Clause of the First Amendment as well as the Equal Protection Clause of the Fourteenth Amendment. Their complaint sought declaratory and injunctive relief against enforcement of the requirement…

While petitioners’ appeal to the First Circuit was pending, this Court decided Espinoza v. Montana Department of Revenue (2020)…

I told you you should have read the book, didn’t I? Here’s the short version of Espinoza

Montana provided tax credits to donors who funded “Student Scholarship Organizations,” which would in turn help pay private school tuition for qualifying families. (Some states like to further obfuscate these by calling them “educational savings accounts” or some other such nonsense.) Because Montana’s state constitution prohibits the use of public money to support religious institutions (a provision common to many state constitutions and known informally as the “Blaine Amendment”), the Montana Department of Revenue declared that the program must exclude religious schools. The Court determined that excluding religious schools from the program violated the Free Exercise Clause of the First Amendment. Any program available to other institutions must be available to religious groups on the same terms, no matter what state constitutions say.

Because smaller, less oppressive government means crushing state autonomy whenever it serves the agenda of entrenched economic, cultural, and political power.

The First Circuit offered two grounds to distinguish Maine’s “nonsectarian” requirement from the no-aid provision at issue in Espinoza. First, the panel reasoned that, whereas Montana had barred schools from receiving funding “simply based on their religious identity – a status that in and of itself does not determine how a school would use the funds” – Maine bars BCS and Temple Academy from receiving funding “based on the religious use that they would make of it in instructing children.” Second, the panel determined that Maine’s tuition assistance program was distinct from the scholarships at issue in Espinoza because Maine had sought to provide “a rough equivalent of the public school education that Maine may permissibly require to be secular but that is not otherwise accessible.”

Lawyers arguing for Maine had two basic choices: insist that the Court overturn its own recent precedents, or insist that this case was significantly different than those cases. Apparently, they focused on the latter and persuaded the lower courts of this distinction. The First Circuit determined that unlike in cases involving “school choice” or “vouchers” or “educational savings accounts” or whatever, Maine COULD limit where its tax dollars were being spent because the schools in question were serving as proxies for traditional public schools.

The Maine Problem

In my humble opinion, this was the weak link in the state’s reasoning. Maine unwittingly offered activists a technical crack in a much larger dam, and this ideologically driven Court is perfectly happy to play sledgehammer. That’s why conservative talking heads around the country are able to shake their heads in smug amusement at the “overreaction” by the left to this decision. They know the dam is coming down. We know the dam is coming down. The Court has been looking for the opportunity to bring the dam down for years now and said as much to anyone paying attention. In the meantime, however, we’ll have to endure the mockery and faux pity of those working so hard to knock down this particular wall as they laugh at us for thinking the dam is about to come down when of course that’s just silly and not what this case says at all.

Don’t let it get to you; in a few years, when the wall is largely washed away, these same folks will rewrite the timeline in such a way as to either condemn the wall having been built in the first place or to blame us for knocking it down while those on the right worked vigorously to defend it. Might as well roll with it, baby.

Of course, a crack doesn’t require elimination of the entire wall. Had they wished, the Court could have taken a far more moderate approach. We’ll pick up there next time.

Carson v. Makin (My Free Exercise Can Beat Up Your Wall of Separation)

SeparationWell, any pretense Chief Justice John Roberts has been maintaining about being in any way “moderate” or “reasonable” seems to have been blown to hell this week. The Court’s decision in Carson v. Makin (2022) accelerates the jurisprudential slide away from the proverbial “wall of separation” and elevates the “free exercise” of the minority with the most influence in federal government over the right of anyone else not to pay for it. In the process, the Supreme Court is now openly deriding the suggestion that states have an obligation (or even the right?) to provide a secular public education for kids to begin with.

In Zelman v. Simmons-Harris (2002), the Supreme Court decided that state voucher programs providing funding for students to attend private schools – even religious institutions – can be constitutional. It relied heavily on the role of “parent choice” to determine where state funds were actually spent. Even if the majority of vouchers were used at private religious institutions, as long as there were valid secular options and the choices were made by families rather than the government, the program did not violate the Establishment Clause.

In Trinity Lutheran Church of Columbia, Inc., v. Comer (2017), the Court required the state of Missouri to include churches or other religious organization in a state program to modernize playgrounds. This was the first time the Court determined that the U.S. Constitution required government to provide direct public assistance to religious institutions. In so doing, it called into question the validity of “the Blaine Amendment” – provisions in many state constitutions which prohibit direct support of sectarian institutions. Usually, this meant schools.

In Espinoza v. Montana Department of Revenue (2020), the Court determined that excluding religious schools from voucher programs violated the Free Exercise Clause of the First Amendment. The Court had previously distinguished between what funds were being used to DO (meaning that general good being done by religious institutions might still qualify for public funding) vs. distinctions based on what an institution WAS or BELIEVED. Restricting public funding based on what was being promoted might be OK; restricting it based on the beliefs or values of the institution was NOT. In Espinoza, despite token acknowledgement of this historical consideration in the majority opinion, in practice the distinction was clearly beginning to crumble.

In Our Lady of Guadalupe School v. Morrissey-Berry (2020), the Supreme Court extended its earlier ruling in Hosanna-Tabor Evangelical Lutheran Church and School v. Equal Employment Opportunity Commission (2012) and determined that for purposes of hiring, firing, or other human resources type decisions, teachers and staff at religious schools were clergy. Normal protections regarding age, illness, sexuality, political affiliations, race, unexpected life events, etc., simply did not and could not apply. It didn’t matter whether the teacher in question was even a member of the faith – they could be hired and fired at will and treated however the institution wishes to treat them with little redress.

As I said so very profoundly in “Have To” History: A Wall of Education…  

The combination of Espinoza v. Montana and Our Lady of Guadalupe (decided during the same session) seemed to set up something of a paradox. Private religious schools are primarily “schools” when it’s time to hand out tax dollars but primarily “churches” when the specter of accountability appears. This is a tad frustrating for public school advocates who see tax dollars being redirected for religious uses minus any real expectations or accountability.

I know – makes you wish you’d already bought the book, doesn’t it?

Now comes Carson v. Makin, in which the Court has just ruled that if Maine wishes to provide ANY assistance or aid to non-public schools, it cannot exclude religious institutions, no matter what policies they uphold or which doctrines they teach as part of that education. This is particularly problematic in Maine, where apparently there are many areas without secondary public schooling options, but the larger principle will impact educational institutions in every state, regardless of local wishes or logistics.

I’ll post a separate breakdown of the ruling in the next few days, but for now I’ll simply link to some of the better summaries of the decision by others. I don’t think any of them are behind paywalls, but honestly I lose track sometimes, so my apologies if any of the links take you to a dead end.

Supreme Court Rejects Maine’s Ban on Aid to Religious Schools” (The New York Times) – this is one of the more balanced and succinct articles on the list and a good place to start if you don’t know much about the case to begin with.

The Supreme Court Just Forced Maine to Fund Religious Education. It Won’t Stop There.” (Slate) – this one offers excellent analysis of the likely impact of this case and shares many of my own concerns. There are also plenty of helpful links to related cases and analyses embedded in the article itself. As a teaser, here’s the opening paragraph:

The Supreme Court’s conservative supermajority effectively declared on Tuesday that the separation of church and state—a principle enshrined in the Constitution—is, itself, unconstitutional. Its 6–3 decision in Carson v. Makin requires Maine to give public money to private religious schools, steamrolling decades of precedent in a race to compel state funding of religion. Carson is radical enough on its own, but the implications of the ruling are even more frightening: As Justice Stephen Breyer noted in dissent, it has the potential to dismantle secular public education in the United States.

The Supreme Court Tears a New Hole in the Wall Separating Church and State” (Vox) – another excellent analysis of the case, although the tone is slightly less horrified than that of the folks at Slate or myself. I particularly like this analogy:

Think of it this way: Suppose that a state provides grants to help private institutions set up food banks and soup kitchens. If a church sought one of these grants, it could not be denied because of its Christian identity. But the state could require the church to spend 100 percent of the grant money it receives on secular activities such as feeding the poor, and not on religious activity such as distributing Bibles to the needy.

Carson effectively eliminates this distinction between organizations that have a religious identity, and organizations that want to use government funds for religious purposes. After Carson, a private school may not only receive a government tuition subsidy, it may also use that subsidy to fund explicitly religious instruction.

Even if you’re a religious person yourself, which specific theology do you think it’s most likely your tax dollars will be supporting going forward? If you need a hint, check out the dominant voices in the Republican Party over the past few years.

Court’s Excellent Free-Exercise Ruling in Carson v. Makin” (National Review) – even if you’re not familiar with National Review, the title should tip you off that they’re not at all displeased with this decision. I’m including this piece partly to pretend I’m fair and balanced, but mostly because it includes some relevant background and perspective not present in the other links. Like most conservative voices, it deals with the worst of the decision by simply ignoring the obvious ramifications, but that doesn’t mean it’s not worth a read.

How Supreme Court Ruling Lays Groundwork for Religious Charter Schools” (The Washington Post) – I have a digital subscription, but WP might do one of those “limited number of free articles” things. This one covers the important stuff but focuses especially on the “status-use distinction” mentioned above.

Finally, here’s a PDF of the Court’s written decision, including dissents from the usual suspects. As I’ve lovingly suggested in both of my books on our nation’s highest court, these aren’t as hard to read as they may seem when you first peruse them. Some of the language gets wonky, and the formatting is at times off-putting, but most of the various opinions are quite accessible and worth your time.

I hope to give this one further attention and perhaps draw attention to my own thoughts and concerns in the next few days. As always, your comments are welcome below.

The Decision (Westside Community Schools v. Mergens, 1990 – Part Two)

Summary of Part One:

1. The Equal Access Act of 1984 prohibited any public school which permitted “non-curricular” clubs to meet on school property from picking and choosing which clubs they allowed based on ideologies or beliefs. The trick was figuring out what counted as “non-curricular.”

2. Bridget Mergens was a student at Westside High School in Omaha, Nebraska. In 1985, she asked her principal for permission to form a Christian club at the school. 

3. The school said no, arguing that organizations like Chess Club and Scuba Club were essentially (if not directly) curriculum-related in that they were extensions of the sorts of things the school promoted as a whole, and thus inadequate to trigger the requirements of the act. Bridget didn’t buy it.  

The Decision

The Supreme Court determined that Westside’s existing activities were non-curricular enough that they had a “limited open forum,” and the Equal Access Act did not violate the Establishment Clause. The school would let the kids have their Bible Club. Justice Sandra Day O’Connor wrote most of the opinion for the majority and the rest for a plurality of justices, while several who supported the result wrote concurrences differing in some of the details or focusing on different factors. Justice John Paul Stevens was the sole voice of dissent, which at least simplified the math on that side of things.

Justice O’Connor’s mostly-majority opinion recapped the history of the case, including the role of Widmar v. Vincent (1981) and the Equal Access Act which was clearly intended to apply the standards outlined in Widmar to public schools. The sticking point, she acknowledged, was the use of the term “noncurriculum related student group” in the Act. The bill’s authors somehow overlooked that one tiny little detail – like when you forget to add coffee to your cream and sugar or bring your car with you to the gas station. O’Connor weighed several possible approaches to resolving this before arriving at the Court’s solution:

In our view, a student group directly relates to a school’s curriculum if the subject matter of the group is actually taught… in a regularly offered course; if the subject matter of the group concerns the body of courses as a whole; if participation in the group is required for a particular course; or if participation in the group results in academic credit. We think this limited definition of groups that directly relate to the curriculum is a common sense interpretation of the Act that is consistent with Congress’ intent to provide a low threshold for triggering the Act’s requirements.

For example, a French club would directly relate to the curriculum if a school taught French in a regularly offered course or planned to teach the subject in the near future. A school’s student government would generally relate directly to the curriculum to the extent that it addresses concerns, solicits opinions, and formulates proposals pertaining to the body of courses offered by the school…

On the other hand, unless a school could show that groups such as a chess club, a stamp collecting club, or a community service club fell within our description of groups that directly relate to the curriculum, such groups would be “noncurriculum related student groups” for purposes of the Act. The existence of such groups would create a “limited open forum” under the Act and would prohibit the school from denying equal access to any other student group on the basis of the content of that group’s speech…

In other words, if Westside had a Scuba Club but not a Scuba Class, they’d have to allow Bible Club as well – along with any ideological undesirables seeking similar sanctuary.

As to the Establishment Clause, the Equal Access Act passed the “Lemon Test” on all three fronts. It had a secular legislative purpose (equal access and protection of different viewpoints or beliefs), it did not substantially advance or hinder religion (it merely stayed out of the way), and it didn’t create excessive entanglement (the school wasn’t funding or regulating the meetings beyond what it would do for anything else happening on campus). “Indeed,” O’Connor explained, “the message is one of neutrality rather than endorsement; if a State refused to let religious groups use facilities open to others, then it would demonstrate not neutrality but hostility toward religion.”

Perhaps hoping the message would resonate more effectively if marinated in a light snark sauce, she circled back for a double tap:

{T}here is a crucial difference between government speech endorsing religion, which the Establishment Clause forbids, and private speech endorsing religion, which the Free Speech and Free Exercise Clauses protect. We think that secondary school students are mature enough and are likely to understand that a school does not endorse or support student speech that it merely permits on a nondiscriminatory basis… The proposition that schools do not endorse everything they fail to censor is not complicated.

So there you go.

Cautious Concurrence

Justice Anthony Kennedy, joined by Justice Antonin Scalia, agreed with the decision, but for slightly different reasons than those explained by Justice O’Connor. Justice Thurgood Marshall, joined by Justice William Brennan, on the other hand, had something more extensive on his mind:

I agree with the majority that “noncurriculum” must be construed broadly to “prohibit schools from discriminating on the basis of the content of a student group’s speech.” As the majority demonstrates, such a construction “is consistent with Congress’ intent to provide a low threshold for triggering the Act’s requirements.” …

The Act’s low threshold for triggering equal access, however, raises serious Establishment Clause concerns where secondary schools with fora that differ substantially from the forum in Widmar are required to grant access to student religious groups…

Justice Marshall explained that the University of Missouri—Kansas City (the institution prompting the Widmar case) had over a hundred different organizations on campus, many of which were political or issue-driven. There was little danger any reasonable person could believe that so many conflicting ideologies were simultaneously promoted by the University. The University also took great pains to ensure that none of these groups promoted themselves as official extensions of UMKC.

Westside, on the other hand, had for years openly embraced and promoted its extracurricular clubs and extolled the roles they played in the developing student character. They were part of the overall culture of the school, just like the football team or band. While Marshall and Brennan had no problem with the addition of Bible Club to the mix, this sort of enthusiastic endorsement by school officials would be inappropriate for a religious group. It would be too easy, they argued, for the average student to assume that the district was advocating this new option on the same terms as the rest.

Justice Stevens’ Dissent

The lone voice of dissent, Justice John Paul Stevens, was having none of it.

Can Congress really have intended to issue an order to every public high school in the nation stating, in substance, that if you sponsor a chess club, a scuba diving club, or a French club – without having formal classes in those subjects – you must also open your doors to every religious, political, or social organization, no matter how controversial or distasteful its views may be? I think not. 

Well, gosh – when you put it that way…

Justice Stevens agreed with the majority that determining appropriate application of the Equal Access Act hinged on the definition of “noncurriculum related student group.” He agreed that the Court should look to Congress’ intent to help do so, and that Congress clearly meant to apply the principles of Widmar to schools like Westside. The Act was obviously intended to prevent discrimination against religious groups once a “limited open forum” had been established and contained language to prevent school officials from evading the Act’s requirements through sophistry – creatively redefining terms to fit their desired outcome.

At that point, however, Justice Stevens believed the majority had lost their black-robed minds.

What the Court of Appeals failed to recognize, however, is the critical difference between the university forum in Widmar and the high school forum involved in this case. None of the clubs at the high school is even arguably controversial or partisan.

Nor would it be wise to ignore this difference. High school students may be adult enough to distinguish between those organizations that are sponsored by the school and those which lack school sponsorship even though they participate in a forum that the school does sponsor. But high school students are also young enough that open fora may be less suitable for them than for college students…

That’s why Congress, in his understanding, left it up to school officials to decide whether to limit school clubs to those clearly supporting institutional ideals and goals – things the district could safely promote and encourage – or whether to open them up to more mature topics, as was the case in Widmar.

Once opened to political or religious ideologies, the district must honor the “limited public forum.” But, Justice Stevens insisted, neither Chess Club nor Scuba Club did that.

I believe that the distinctions between Westside’s program and the University of Missouri’s program suggest what is the best understanding of the Act: an extracurricular student organization is “noncurriculum related” if it has as its purpose (or as part of its purpose) the advocacy of partisan theological, political, or ethical views. A school that admits at least one such club has apparently made the judgment that students are better off if the student community is permitted to… compete along ideological lines… {I}t seems absurd to presume that Westside has invoked {this} strategy by recognizing clubs like Swim Timing Team and Subsurfers which, though they may not correspond directly to anything in Westside’s course offerings, are no more controversial than a grilled cheese sandwich… 

{A} high school could properly sponsor a French club, a chess club, or a scuba diving club… because their activities are fully consistent with the school’s curricular mission… Nothing in Widmar implies that the existence of a French club… would create a constitutional obligation to allow student members of the Ku Klux Klan or the Communist Party to have access to school facilities.

Justice Stevens’ reasoning hearkened back to that of the district court which first heard the case (and wasn’t so far removed from Justices Marshall and Brennan in their concurrence). He seemed to share the same sorts of concerns which likely motivated Westside officials to turn down Bridget Mergens in the first place.

Aftermath

The courts have largely held to the standards established in Widmar and legislated by the Equal Access Act, in some cases extending them by inference to circumstances not specifically addressed in either.

A few years after Mergens, in Lamb’s Chapel v. Center Moriches Union Free School District (1993), the Court held that schools allowing community groups to use their facilities after hours could not deny the same access to a group based on its religious message. In Rosenberger v. Rector and Visitors of the University of Virginia (1995), the Court required the University to fund religious student publications on the same terms it did for other non-curricular student periodicals. Good News Club v. Milford Central School (2001) offered a few minor variations on the theme but was otherwise a repeat of Lamb’s Chapel – with the same outcome.

Some districts have chosen to eliminate extra-curricular activities entirely rather than open their doors to kids wanting to meet under the auspices of Gay-Straight Alliance (GSA), Muslim Students Club, or any of the variations of Atheist or Satan Club. Districts are permitted to refuse groups promoting behavior or values clearly antithetical to the school’s mission (the KKK, for example, could be refused without much constitutional danger – although the Communists would probably get their club), but the boundaries of this discretion are still being tested here and there.

Local courts have also periodically confronted variations of the issue (if the district cancels all clubs to avoid allowing Teen Q-Anon to meet, does that violate the spirit of the law?) By and large, however, the principles established in Mergens have remained firm for over three decades and there’s little reason to expect them to change anytime soon.

NOTE: This post is an excerpt from “Have To” History: A Wall Of Education

Bridget Wants A Bible Club (Westside Community Schools v. Mergens, 1990 – Part One)

Background

In Widmar v. Vincent (1981), the Supreme Court determined that when the University of Missouri (Kansas City) made its facilities available to extra-curricular groups outside of normal school hours, it created a “limited open forum.” If religious student organizations wished to use the facilities on the same terms as other groups, they must be allowed to do so. Not only was this NOT a violation of the Establishment Clause (as the University had feared), but denying equal access was a form of inhibiting students’ “free exercise” of religion. Justice Lewis Powell, writing for the majority in Widmar, explained it this way:

The question is not whether the creation of a religious forum would violate the Establishment Clause. The University has opened its facilities for use by student groups, and the question is whether it can now exclude groups because of the content of their speech. In this context, we are unpersuaded that the primary effect of the public forum, open to all forms of discourse, would be to advance religion… 

It is possible – perhaps even foreseeable – that religious groups will benefit from access to University facilities. But this Court has explained that a religious organization’s enjoyment of merely “incidental” benefits does not violate the prohibition against the “primary advancement” of religion…  

A few years later, the U.S. Congress – no doubt hoping to seize the moment – passed the Equal Access Act of 1984. It essentially took the standard expressed in Widmar and applied it to public schools. Any district which prevented students from having meetings or forming clubs on the basis of the “religious, political, philosophical, or other content of the speech at such meetings” would lose federal funding and receive a very nasty glare from D.C. 

The Legislature had been frustrated in their previous efforts to work around or overturn the Court’s “anti-prayer” and “anti-Bible” decisions in Engel v. Vitale (1962) and Abington v. Schempp (1963), and despite his general popularity, President Reagan had made little progress on his promised Amendment to put the government back in charge of teaching kids what they should believe about Jesus. (OK, that’s not entirely fair. Reagan wanted an Amendment to leave it up to each state how to teach students about Jesus.)

The Equal Access Act included surprisingly practical guidelines. It distinguished between curricular organizations and those unrelated to specific coursework. Meetings had to be student-driven and not facades for outside groups coming in to run things. Perhaps most significantly, they had to be entirely voluntary and outside classroom hours. Before school was fine, lunch was fine, after school was fine – any time other clubs or groups could meet. Faculty “advisors” could attend (there are liability issues when minors are left to their own devices for extended periods of time) but not participate and certainly not lead.

All in all, it was a rather reasonable piece of legislation. That alone makes it something of a novelty in terms of Congress and public education.

Bridget Wants A Bible Study

Bridget Mergens was a student at Westside High School in Omaha, Nebraska. In 1985, she asked her principal for permission to form a Christian club at the school. They’d read and discuss the Bible, pray together, and enjoy what those on the inside call “fellowship.” Membership would be open to anyone, however, regardless of their beliefs – because, you know… school.  

Bridget suggested they skip the required “faculty sponsor” part. (Presumably she was under the impression this might improve her chance for approval.) The principle said no. She went to the Associate Superintendent, who turned her down as well. Their initial argument (inferred from the court’s response) seems to have been that there could be no clubs without a sponsor, and that this club couldn’t have a faculty sponsor because it would violate the Establishment Clause. Bridget, being a persistent little thing (Luke 18:1-5), took her case to the School Board, which backed school administration.

This was stranger than it may at first seem, given several factors. One, this was Nebraska – a perennial “red state.” Two, this was happening in 1985, a mere year after the passage of the Equal Access Act – big news all across the country, and of particular interest to school officials who, as a general rule, don’t like being sued. Three, there’s no way to read the act as suggesting that religious clubs can’t have teacher sponsors – merely that they can’t participate in the actual discussions or activities. If administration actually played that angle (as the record suggests), it was nonsense… and they should have known it was nonsense.

So why would the district fight this particular request so vigorously? That’s part of what made (and makes) this particular issue so interesting.

Let’s Start A “Contemporary Legal Issues” Club 

Mergens, with the support of a few friends and parents, filed suit in their district court. They argued that in addition to violating the Equal Access Act, the school was denying them their freedom of speech, association, and religion as guaranteed in the First Amendment (applied to the states via the Fourteenth). The district clearly had dozens of non-curricular clubs – including Chess Club, Rotary Club, a Scuba Diving Club (naturally very big in, um… Omaha), Photography Club, National Honor Society, Future Business Leaders of America, etc.

The district’s defense was innovative, and perhaps even sincere. All thirty or so of the clubs already established at Westside, they argued, were, in fact, curriculum-related. And since there were no extra-curricular clubs meeting on school property, the Equal Access Act did not apply. The Act assumed a “limited public forum” – and Westside hadn’t created one, legally speaking.

Rotary club? That was an extension of citizenship and public service, important school values and an essential part of each social studies course. Chess club? That was math and science and problem-solving, actual standards in several courses. Photography? Obviously a voluntary extension of art class. And scuba diving? Dude, physical education is a legit course – don’t write it off so easily. But this “Bible Club”? This was different. This was “extra-curricular.” Unlike Scuba Club.

As a backup, they asserted that even if the Equal Access Act did apply, it was unconstitutional – so it didn’t matter.

The district court accepted this reasoning and rejected Mergens’ claims. The case was appealed to the 8th U.S. Circuit Court of Appeals who reversed that decision and found in favor of Bridget’s Bible Club. The district – oddly tenacious, it seemed – appealed to the Supreme Court, which agreed to hear the case in 1990.

If You Give A Mouse A Bible Club…

The most likely explanation for Westside’s stubbornness had nothing to do with opposition to the kids’ faith. There’s at least one reference in court records suggesting that Westside’s principle encouraged the club to meet in the church next door to the school. The Court’s majority opinion mentioned that “the school apparently permits {students} to meet informally after school,” suggesting that at some point the school agreed not to chase them out of the building as long as they didn’t call themselves an official school club. This still meant being ignored in official club listings and left out of announcements, but it hardly evinced a hostility towards the general idea of kids getting together to study the Bible and pray.

On the other hand, what would be the implications of this “limited public forum” described in the Equal Access Act if the club were officially permitted? None of the existing clubs were particularly “issue-driven” or controversial. The school wasn’t wrong that they largely promoted existing school values and the usual “be a good citizen” stuff.

If the Protestants could have a club, however, then by law so could the Catholics. Next could come other faiths or issue-driven groups. Young Republicans. Young Democrats. Wiccans. Gay students. Black students. Atheists. Pro-life clubs. Pro-choice clubs. Oh god, Dungeons & Dragons could stage a comeback!

While the community would probably have been fine with students voluntarily meeting after school to read the Bible and pray, it’s not much of a stretch to imagine some would have been less-thrilled at the idea of their tax dollars supporting (in their minds) the Gay-Straight Alliance or Black Lives Matter (neither existed yet under those names, but the ideas were certainly nascent). Would the school approve Anarchy Club? Sodomites 4 Satan? MSNBC watch parties? At some point they’d reject a group based on its content and quite possibly be sued. At that point, all bets were off as to the fallout. Better to heed the advice of noted American philosopher Barney Fife: “Nip it, nip it, nip it in the BUD!”

In other words, it seems unlikely that the district fought against Bible Club because they didn’t understand the legal implications. More likely, they fought against it because they did.

NOTE: This post is an excerpt from “Have To” History: A Wall Of Education

Part Two: The Decision