ANSONIA BOARD OF EDUCATION ET AL. v. PHILBROOK ET AL.
No. 85-495
Supreme Court of the United States
Argued October 14, 1986—Decided November 17, 1986
479 U.S. 60
REHNQUIST, C. J.
David N. Rosen argued the cause for respondent Philbrook. With him on the brief was Paul Gewirtz.
Solicitor General Fried argued the cause for the United States et al. as amici curiae urging affirmance. With him on the brief were Assistant Attorneys General Reynolds and Willard, Deputy Solicitor General Carolyn B. Kuhl, Deputy Assistant Attorney General Carvin, Richard J. Lazarus, Brian K. Landsberg, Louise A. Lerner, and Johnny J. Butler.*
Petitioner Ansonia Board of Education has employed respondent Ronald Philbrook since 1962 to teach high school business and typing classes in Ansonia, Connecticut. In 1968, Philbrook was baptized into the Worldwide Church of God. The tenets of the church require members to refrain from secular employment during designated holy days, a practice that has caused respondent to miss approximately six schooldays each year.
Since the 1967-1968 school year, the school board‘s collective-bargaining agreements with the Ansonia Federation of Teachers have granted to each teacher 18 days of leave per year for illness, cumulative to 150 and later to 180 days. Accumulated leave may be used for purposes other than illness as specified in the agreement. A teacher may accordingly use five days’ leave for a death in the immediate family, one day for attendance at a wedding, three days per year for attendance as an official delegate to a national veterans organization, and the like. See, e. g., App. 98-99. With the exception of the agreement covering the 1967-1968 school year, each contract has specifically provided three days’ annual leave for observance of mandatory religious holy days, as defined in the contract. Unlike other categories for
The school board has also agreed that teachers may use up to three days of accumulated leave each school year for “necessary personal business.” Recent contracts limited permissible personal leave to those uses not otherwise specified in the contract. This limitation dictated, for example, that an employee who wanted more than three leave days to attend the convention of a national veterans organization could not use personal leave to gain extra days for that purpose. Likewise, an employee already absent three days for mandatory religious observances could not later use personal leave for “[a]ny religious activity,” id., at 80, 83, 86, 89, 92, or “[a]ny religious observance.” Id., at 96, 100. Since the 1978-1979 school year, teachers have been allowed to take one of the three personal days without prior approval; use of the remaining two days requires advance approval by the school principal.
The limitations on the use of personal business leave spawned this litigation. Until the 1976-1977 year, Philbrook observed mandatory holy days by using the three days granted in the contract and then taking unauthorized leave. His pay was reduced accordingly.2 In 1976, however, respondent stopped taking unauthorized leave for religious reasons, and began scheduling required hospital visits on church holy days. He also worked on several holy days. Dissatisfied with this arrangement, Philbrook repeatedly asked the school board to adopt one of two alternatives. His preferred alternative would allow use of personal business leave for religious observance, effectively giving him three additional days of paid leave for that purpose. Short of this arrangement, respondent suggested that he pay the cost of a substitute and receive full pay for additional days off for religious observances.3
In 1973 Philbrook filed a complaint with the Connecticut Commission on Human Rights and Opportunities and the Equal Employment Opportunity Commission against the school board and the Ansonia Federation of Teachers. After exhausting the available administrative avenues, he filed a complaint in the United States District Court for the District of Connecticut, alleging that the prohibition on the use of “necessary personal business” leave for religious observance violated
After a 2-day trial, the District Court concluded that Philbrook had failed to prove a case of religious discrimination because he had not been placed by the school board in a position of violating his religion or losing his job.
The Court of Appeals for the Second Circuit reversed and remanded for further proceedings. It held that a prima facie case of discrimination is established when an employee shows that
“(1) he or she has a bona fide religious belief that conflicts with an employment requirement; (2) he or she informed the employer of this belief; (3) he or she was disciplined for failure to comply with the conflicting employment requirement.” 757 F. 2d 476, 481 (1985), quoting Turpen v. Missouri-Kansas-Texas R. Co., 736 F. 2d 1022, 1026 (CA5 1984).
Philbrook established his case, the court held, by showing that he had a sincere religious belief that conflicted with the employer‘s attendance requirements, that the employer was aware of the belief, and that he suffered a detriment—namely, a loss of pay—from the conflict.5 The court then assumed that the employer‘s leave policy constituted a reasonable accommodation to Philbrook‘s belief. It held, however, that “[w]here the employer and the employee each
We granted certiorari to consider the important questions of federal law presented by the decision of the Court of Appeals. 474 U. S. 1080 (1986). Specifically, we are asked to address whether the Court of Appeals erred in finding that Philbrook established a prima facie case of religious discrimination and in opining that an employer must accept the employee‘s preferred accommodation absent proof of undue hardship. We find little support in the statute for the approach adopted by the Court of Appeals, but we agree that the ultimate issue of reasonable accommodation cannot be resolved without further factual inquiry. We accordingly affirm the judgment of the Court of Appeals remanding the case to the District Court for additional findings.
Petitioner asks us to establish for religious accommodation claims a proof scheme analogous to that developed in other Title VII contexts, delineating the plaintiff‘s prima facie case and shifting production burdens. See Texas Dept. of Community Affairs v. Burdine, 450 U. S. 248 (1981); McDonnell Douglas Corp. v. Green, 411 U. S. 792 (1973). But the present case raises no such issue. As in United States Postal Service Board of Governors v. Aikens, 460 U. S. 711 (1983), the defendant here failed to persuade the District Court to dismiss the action for want of a prima facie case, and the case was fully tried on the merits. We held in Aikens that these circumstances place the ultimate Title VII question of discrimination vel non directly before the court. “Where the defendant has done everything that would be required of him if the plaintiff had properly made out a prima facie case, whether the plaintiff really did so is no longer rele-
In addressing this question, the Court of Appeals assumed that the employer had offered a reasonable accommodation of Philbrook‘s religious beliefs. This alone, however, was insufficient in that court‘s view to allow resolution of the dispute. The court observed that the duty to accommodate “cannot be defined without reference to undue hardship.” 757 F. 2d, at 484. It accordingly determined that the accommodation obligation includes a duty to accept “the proposal the employee prefers unless that accommodation causes undue hardship on the employer‘s conduct of his business.” Ibid. Cf. American Postal Workers Union v. Postmaster General, 781 F. 2d 772, 776 (CA9 1986) (Title VII does not dictate that “an employer must accept any accommodation, short of ‘undue hardship,’ proposed by an employee...“). Because the District Court had not considered whether Philbrook‘s proposals would impose undue hardship, the Court of Appeals remanded for further consideration of those proposals.
We find no basis in either the statute or its legislative history for requiring an employer to choose any particular reasonable accommodation. By its very terms the statute directs that any reasonable accommodation by the employer is sufficient to meet its accommodation obligation. The employer violates the statute unless it “demonstrates that [it] is unable to reasonably accommodate... an employee‘s... religious observance or practice without undue hardship on the conduct of the employer‘s business.”
The legislative history of
But unpaid leave is not a reasonable accommodation when paid leave is provided for all purposes except religious ones. A provision for paid leave “that is part and parcel of the employment relationship may not be doled out in a discriminatory fashion, even if the employer would be free... not to provide the benefit at all.” Hishon v. King & Spalding, 467 U. S. 69, 75 (1984). Such an arrangement would display a discrimination against religious practices that is the antithesis of reasonableness. Whether the policy here violates this teaching turns on factual inquiry into past and present administration of the personal business leave provisions of the collective-bargaining agreement. The school board contends that the necessary personal business category in the agreement, like other leave provisions, defines a limited purpose leave. Philbrook, on the other hand, asserts that the necessary personal leave category is not so limited, operating as an open-ended leave provision that may be used for a wide range of secular purposes in addition to those specifically provided for in the contract, but not for similar religious purposes. We do not think that the record is sufficiently clear on this point for us to make the necessary factual findings, and we therefore affirm the judgment of the Court of Appeals remanding the case to the District Court. The latter court on remand should make the necessary findings as to past and existing practice in the administration of the collective-bargaining agreements.
It is so ordered.
JUSTICE MARSHALL, concurring in part and dissenting in part.
I agree with the Court‘s conclusion that, if the school board provides paid leave “for all purposes except religious ones,” ante this page, its accommodation of Philbrook‘s religious needs would be unreasonable and thus violate Title VII.
If, for example, the personal business leave were so limited that it allowed teachers paid leave for the sole purpose of meeting with their accountants to prepare their income tax returns (a purely secular activity), a proposal from Philbrook that he be allowed to prepare his tax return on his own time and use this paid leave for religious observance might be found imminently reasonable and lacking in undue hardship. The Board‘s prior determination that the conduct of its educational program can withstand the paid absence of its teachers for up to six days each year for religious and personal reasons tends to indicate that granting Philbrook‘s similar request in this case for a total of six days paid religious leave and no personal leave is reasonable, would cause the Board no undue hardship, and hence falls within the scope of the Board‘s affirmative obligation under Title VII.
The Court suggests that requiring an employer to consider an employee‘s proposals would enable the employee to hold his employer hostage in exchange for a particular accommodation. Ante, at 69. If the employer has offered a reasonable accommodation that fully resolves the conflict between the employee‘s work and religious requirements, I agree that
I do not accept the Court‘s conclusion that the statute, “[b]y its very terms,” relieves the Board from this continuing duty to accommodate the special religious practices of its employees where doing so is reasonable and causes no undue hardship. Ante, at 68. The statute simply creates an affirmative duty to accommodate; it does not specify who must respond to whom. Nor am I persuaded that the legislative history cited by the Court disposes of this issue. The statement of Senator Randolph, who sponsored the amendment, that he hoped the “accommodation would be made with ‘flexibility’ and ‘a desire to achieve an adjustment,‘” lends at least as much support to the concept of the employer‘s continuing duty as it does to the Court‘s reading of the statute. Ante, at 69 (quoting 118 Cong. Rec. 706 (1972)).
The EEOC‘s guidelines on religious discrimination support an interpretation of the statute placing this continuing duty to accommodate on the employer.* Just last Term, in
In this case, contrary to the Court‘s conclusion, ante, at 70-71, the school board‘s accommodation of Philbrook‘s religious needs by merely allowing unpaid leave does not eliminate the conflict. Rather, the offer forces Philbrook to choose between following his religious precepts with a partial forfeiture of salary and violating these precepts for work with full pay. It is precisely this loss of compensation that entitles Philbrook to further accommodation, if reasonably possible without undue hardship to the school board‘s educational program. It may be that unpaid leave will generally amount to a reasonable accommodation, but this does not mean that unpaid leave will always be the reasonable accommodation which best resolves the conflict between the needs of the employer and employee. In my view, then, an offer of unpaid leave does not end the inquiry: If an employee, in turn, offers another reasonable proposal that results in a more effective resolution without causing undue hardship, the employer should be required to implement it.
Accordingly, I would remand this case for factual findings on both the intended scope of the school board‘s leave provision and the reasonableness and expected hardship of Philbrook‘s proposals.
JUSTICE STEVENS, concurring in part and dissenting in part.
While I agree with the Court‘s rejection of the rationale of the Court of Appeals’ opinion, I would simply reverse its judgment. Remanding for further proceedings in the District Court is both unnecessary and confusing. Whether respondent Philbrook‘s complaint is analyzed as an outright claim that he is entitled to six paid days of leave for religious observance or as an argument that petitioner‘s employment policies, while facially neutral, fail to accommodate his religious beliefs, the record before us plainly discloses that he cannot prevail.
I
The school board has a clear duty not to discriminate against Philbrook because of his religious faith. Section 703(a) of the Civil Rights Act of 1964 flatly prohibits an em-
The statute does not allow a plaintiff raising a claim under
Because the existence and scope of the duty to accommodate depend solely on the nature of the conflict between the terms of the job and the requirements of the religion, it is essential to identify the alleged conflict as precisely as possible. In this case Philbrook‘s faith prevents him from working on certain schooldays. The school board does not require him to work on any of those days; on three of those days each year it pays him even though he does not work, and on the other days it declines to pay him for the time that he spends discharging his religious obligations. The existence of a conflict is thus not immediately apparent.
Philbrook argues, however, that the contractual arrangement occasions two conflicts between his religious requirements and his employer‘s job requirements. First, he argues that the employer‘s practice of excluding religious observance as a permissible use of the three days of paid annual leave for “necessary personal business” is directly in conflict with his religious practice, because he needs to take those days as days of religious obligation. Second, during his unpaid absence from work on days of religious obligation, he is unable to do work and must later—or earlier—perform this work without separate compensation. In essence, he argues that the employer‘s practice of requiring him to complete this work, which is an integral part of his job duties as a salaried employee, conflicts with his religious obligation to be absent on the days when he would otherwise have performed this work and been paid for it. An examination of these claims discloses that neither has merit.
II
Philbrook has contended that the school board has discriminated on the basis of religion in the allocation of its paid annual leave, or more specifically, in the limitation it has placed on the use of three days of paid annual leave for neces-
The collective-bargaining agreement between the school board and the teachers’ union contains generous provisions for paid leave for various specific purposes. After stating that 18 days of annual leave shall be granted “for personal illness and/or illness in the immediate family,” the contract specifies 11 additional categories of personal leave, including 5 days for a death in the immediate family, 1 day each for attendance at funerals, weddings, graduations, and immediate family religious services, and 3 days each for “[m]andated religious observances” and “[n]ecessary personal business.” The teacher is not required to identify the specific character of his personal business, but the contract limits the teacher‘s discretion by stating:
“Necessary personal business shall not include (without limitations):
“1. Marriage attendance or participation;
“2. Day following marriage or wedding trip;
“3. Attendance or participation in a sporting or recreational event;“4. Any religious observance;
“5. Travel associated with any provision of annual leave;
“6. Purposes set forth under annual leave or another leave provision of this contract.” App. 100.
Philbrook does not contend that the leave policy is discriminatory because he is eligible for, or has actually received, fewer days of paid leave than members of other religious faiths or than teachers who have no religious obligations on schooldays. The basis of his principal discrimination argument is that the total of six days for mandated religious observances and necessary personal business is not adequate to enable him to take care of “the personal business that is most important and pressing to him: religious activity and observance,”1 whereas this combination of six days of paid leave is adequate for some teachers who have different religious and ethical commitments. Quite clearly, however, this argument rests on the premise that Philbrook‘s special, that is, religious, needs entitle him to extraordinary treatment. His “discrimination” argument states a grievance against equal treatment rather than a claim that he has been the recipient of unequal treatment.2
III
Philbrook‘s second claim is that the board has a duty of reasonable accommodation “to mitigate the burden of the Board‘s requirement that [he] work without pay in connection with his absence for religious observance.” Brief for
IV
The present state of the record enables me to conclude that Philbrook states no claim of religious discrimination under
In view of the record, the factual analysis the Court calls for may satisfy the demands of the Court‘s curious holding in Icicle Seafoods, Inc. v. Worthington, 475 U. S. 709, 714 (1986), but it cannot affect the outcome of this case. Whether the Board has administered the provisions for paid leave for secular purposes strictly or permissively has no bearing on Philbrook‘s legally insufficient complaint that he
Accordingly, I respectfully dissent from the part of the Court‘s judgment that remands the case for further proceedings.
