Knox v. Service Employees International Union, Local 1000
132 S. Ct. 2277
| SCOTUS | 2012Background
- California public-sector agency shop allows compulsory dues for chargeable expenses; nonmembers may be charged but cannot fund nonchargeable political/ideological activities.
- SEIU Local 1000 issued a midyear Political Fight-Back Fund special assessment (1.25% with no cap) to defeat Prop. 75/76 and to influence 2006 elections.
- Nonmembers objected or did not object to the special assessment; class comprised about 28,000 nonmembers.
- District Court found the special assessment impermissible for directing funds to political purposes; Ninth Circuit reversed, applying Hudson in a broad balancing framework.
- After certiorari, SEIU offered refunds, sparking mootness questions, but the Court held a live controversy remained regarding the adequacy of the refund notice, so the merits were reached.
- Majority remanded for proceedings consistent with holding that a fresh Hudson notice and affirmative consent are required for special assessments used for political purposes.
Issues
| Issue | Plaintiff's Argument | Defendant's Argument | Held |
|---|---|---|---|
| Fresh Hudson notice required for midyear political assessment | Knox argued no new Hudson notice was needed | SEIU urged existing Hudson framework suffices | Fresh Hudson notice required; affirmative consent needed |
| Opt-out vs opt-in regime for such assessments | Petitioners favored opt-out (no new opt-in); relied on Hudson lineage | Majority adopts opt-in requirement for special assessments | Opt-in requirement applies to special assessments for political purposes |
Key Cases Cited
- Abood v. Detroit Bd. of Ed., 431 U.S. 209 (1977) (nonmembers may not be forced to fund private speech unrelated to bargaining)
- Hudson v. Teachers Union, 475 U.S. 292 (1986) (procedures must be narrowly tailored to minimize First Amendment infringement; have opportunity to challenge)
- Davenport v. Washington Ed. Assn., 551 U.S. 177 (2007) (unions have no entitlement to nonmember fees; free-rider concerns exist)
- Lehnert v. Ferris Faculty Assn., 500 U.S. 507 (1991) (nonchargeable activities require careful tailoring of fees; core principle of right not to subsidize misaligned speech)
- Machinists v. Street, 367 U.S. 740 (1961) (dissent not presumed; opt-out context discussed in earlier dicta)
- United Foods, Inc. v. Dept. of Agriculture, 533 U.S. 405 (2001) (compulsory subsidies require a comprehensive scheme and a necessary incident to the regulatory purpose)
- New York State Bd. of Elections v. Lopez Torres, 552 U.S. 196 (2008) (open marketplace of ideas; government may not curb discourse)
- Roberts v. United States Jaycees, 468 U.S. 609 (1984) (freedom of association includes freedom not to associate)
