Carson v. Makin
596 U.S. 767
SCOTUS2022Background
- Maine pays tuition for students in school administrative units (SAUs) that do not operate or contract for a public secondary school; parents choose the school (public or private) and the SAU pays tuition up to a cap.
- Private schools may qualify if accredited by NEASC or approved by the Department of Education; since 1981 Maine has required participating private schools to be “nonsectarian.”
- Bangor Christian Schools (BCS) and Temple Academy are NEASC‑accredited, church‑affiliated schools that Maine’s Department treats as sectarian and therefore ineligible for tuition payments.
- Petitioners sued the Maine Commissioner alleging the nonsectarian requirement violates the Free Exercise Clause (and other clauses); district court and First Circuit upheld the requirement, with the First Circuit emphasizing a "use‑based" restriction and that the benefit was the "rough equivalent" of a secular public education.
- The Supreme Court reversed: it held the nonsectarian exclusion violates the Free Exercise Clause, applying and extending the principles from Trinity Lutheran and Espinoza and rejecting Maine’s status/use and "public‑education equivalent" characterizations.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| 1. Does Maine’s nonsectarian requirement violate the Free Exercise Clause? | Carson: Excluding religious schools from an otherwise generally available benefit discriminates on the basis of religion. | Makin: The State may withhold funds to ensure the public benefit remains secular. | Yes. Excluding otherwise eligible religious schools from tuition assistance because of their religious character triggers strict scrutiny and fails. |
| 2. Can Maine’s anti‑establishment interest justify the exclusion? | Carson: Zelman/Espinoza—once a State subsidizes private education it cannot disqualify religious schools solely for being religious. | Makin: State may choose not to finance religious instruction to avoid Establishment Clause problems. | No. Maine’s preference for greater separation than the Constitution requires does not justify excluding religious schools from an otherwise available benefit. |
| 3. Does a status/use distinction (disqualifying schools based on religious uses rather than status) permit the nonsectarian rule? | Carson: Use‑based restrictions that bar religious instruction equally burden free exercise; status/use distinction is insubstantial. | Makin: The law targets religious uses of funds (religious instruction), not mere religious status. | Rejected. The Court held status/use distinctions do not avoid Free Exercise scrutiny; use‑based exclusions that single out religious exercise are also forbidden. |
| 4. Is Locke v. Davey controlling and does it allow excluding religious uses here? | Carson: Locke was narrow (ministerial training) and does not authorize broad exclusions of religious schools from general benefits. | Makin: Locke recognizes a historic state interest against funding certain religious uses. | Locke is inapplicable beyond its narrow context; it does not permit the broad exclusion at issue. |
Key Cases Cited
- Trinity Lutheran Church of Columbia, Inc. v. Comer, 582 U.S. _ (Free Exercise forbids disqualifying otherwise eligible recipients solely for their religious character)
- Espinoza v. Montana Department of Revenue, 591 U.S. _ (A State that subsidizes private education may not disqualify religious schools solely because they are religious)
- Zelman v. Simmons‑Harris, 536 U.S. 639 (A neutral program that allows independent parental choice to direct funds to religious schools does not violate the Establishment Clause)
- Locke v. Davey, 540 U.S. 712 (Upheld narrow exclusion of funds for training for the ministry; limited to historic concerns about funding clergy)
- Church of Lukumi Babalu Aye v. Hialeah, 508 U.S. 520 (Laws targeting religious conduct are subject to strict scrutiny)
- Sherbert v. Verner, 374 U.S. 398 (Denying public benefits can burden free exercise)
- Everson v. Board of Education, 330 U.S. 1 (Government may not exclude individuals from public benefits because of their religion)
