Lisa Carpenter MOONEY, Plaintiff-Appellant v. LAFAYETTE COUNTY SCHOOL DISTRICT, Defendant-Appellee.
No. 12-60753
United States Court of Appeals, Fifth Circuit
Aug. 8, 2013
538 F. App‘x 447
We further conclude that the district court correctly determined it has jurisdiction over SAFE. As an initial matter, we observe that the district court first determined that it had jurisdiction over SAFE in a September 2012 order that denied SAFE‘s motion to dismiss for lack of personal jurisdiction in a separate but closely-related action. See Jonesfilm v. Hoffman, No. 11-1994, 2012 WL 4325461, at *5-8 (E.D.La. Sept. 20, 2012). SAFE did not file a notice of appeal from that September order; to the contrary, it joined with Hoffman in filing an Amended Answer and has continued to litigate that action. Moreover, the district court‘s September order explained in detail SAFE‘s contacts with Louisiana, the benefits associated with those contacts, and SAFE‘s intertwined and intimate relationship with Hoffman and other entities over which the district court has jurisdiction. See id. at *5-8. For the reasons stated in the district court‘s September 2012 order and reiterated in its November 2012 contempt order3, we agree that the district court may assert jurisdiction over SAFE.4
For the foregoing reasons, we AFFIRM the district court‘s order.
William Grant Armistead, Sr., Esq., Stephen Pierce Spencer, Esq., Mitchell, McNutt & Sams, Tupelo, MS, for Defendant-Appellee.
Before JOLLY, DAVIS, and PRADO, Circuit Judges.
E. GRADY JOLLY, Circuit Judge:*
Three years after Plaintiff Lisa Mooney (“Mooney“) supported a challenger in a local school superintendent election instead of the incumbent, who was supported by most of Mooney‘s colleagues, Defendant Lafayette County School District eliminated Mooney‘s position, resulting in the non-renewal of her employment contract and her termination. Mooney brought this suit under
I.
We begin by laying out the factual background. We do so recognizing that, on this review of the grant of summary
Mooney‘s first year in the new role of assistant principal—2007—coincided with a local election in Lafayette County. LCSD‘s incumbent superintendent Mike Foster (“Foster“) was running for re-election. His opponent was a special education teacher, Carolyn Davis (“Davis“). Mooney supported Davis in the election. Boyd and LCSD‘s assistant superintendent Ben McClung (“McClung“) both openly supported the incumbent, Foster. They were aware that Mooney was a “Carolyn [Davis] fan,” and discussed with each other Mooney‘s allegiance to Davis. Mooney testified in her deposition that, at one point during the campaign, she was asked by McClung to give money to buy newspaper ads in support of Foster and that she declined to give money and sign the ads, because she “did not feel [Foster] was best suited for the position” and because she felt “Carolyn [Davis] would be better.” Mooney was not aware of any other teacher or administrator who refused to sign the Foster ads. It appears from the record before us that most teachers supported Foster, not Davis.2
Also during the campaign, Mooney says, McClung approached her a second time and requested that she supply adverse information about Davis in Davis‘s personnel file, presumably in an effort to harm her campaign. Mooney had attended a conference with Davis, and McClung allegedly wanted to know if Davis had said anything derogatory about him and Foster. Mooney declined to provide McClung with any information because she did not feel that it was appropriate to pass along Davis‘s personal thoughts regarding the campaign. McClung, for his part, expressly denies Mooney‘s allegations. In any event, the LCSD superintendent campaign continued, and Foster won re-election.
Then, things began to change for Mooney. Immediately following the November election, in late 2007 or early 2008, Mooney‘s on-the-job performance as assistant principal, according to Boyd, deteriorated. Boyd testified that although prior to this time period, Mooney had “done fine” in dealing with parents, suddenly she “no longer had that skill.” Further, her punctuality and attendance previously “hadn‘t been an issue” but then began to suffer. In one instance, which LCSD uses to illustrate Mooney‘s decline, while supervising students on a school bus, Boyd said that Mooney “grabbed [a girl] by her arm and slung her into a seat.” Despite her deteriorating performance, apparently no formal complaints were made against Mooney by LCSD until May 2009, roughly a year and a half after the problems purportedly began.
The PIP designated punctuality and parent relations as two problems that needed to be remedied by Mooney. Mooney initially showed progress under the plan, but by the end of the year, according to Boyd, she had not improved to a sufficient extent. This year-end conclusion was based, at least in part, on an incident that happened during the year of the PIP. In September 2009, Mooney was investigated following the strip search of an eight-year-old boy. The boy appears to have been a known troublemaker, with four previous behavior reports on file because of his stealing of personal items on school grounds. On the day in question, a teacher and student told Mooney and others that the boy had put a roll of tape, school property, down the front of his pants. Mooney escorted the boy into the bathroom and made him pull down both his pants and underwear. No tape was found. This strip search was a violation of LCSD policy, which only allows for strip searches in emergency situations. Mooney was formally reprimanded by Boyd.
Also during the 2009–2010 school year, Mooney appears to have been tardy on many occasions. LCSD has introduced a list showing dozens of times that Mooney clocked in after 7:15 a.m.—the time at which she was required to be at school—or not at all. Although in prior years, Mooney had not been required to clock in, in 2009, under the improvement plan, Boyd required Mooney to document her arrival time.
Finally, in March 2010, a reduction in force (RIF) was ordered by Foster to be implemented by Boyd. As part of her cost-cutting strategy, Boyd says that she chose to eliminate several teacher and staff positions and not renew Mooney‘s assistant principal contract in May 2010. Mooney, however, contends that this reason for the non-renewal of her contract—the RIF—is pretextual, pointing to an email from Boyd to Foster that listed all the positions to be eliminated in the RIF but did not include Mooney‘s name or position. Mooney alleges that, Foster, Boyd‘s boss and the candidate whom Mooney did not support in the earlier election, did not follow the list and instead chose to retaliate against Mooney by not renewing her contract.3 Mooney
Mooney filed suit on April 6, 2011, pursuant to
II.
We review the district court‘s grant of summary judgment de novo. Young v. Equifax Credit Info. Servs., Inc., 294 F.3d 631, 635 (5th Cir.2002). Summary judgment is proper if, after adequate opportunity for discovery, the pleadings, depositions, answers to interrogatories, and admissions on file, together with any affidavits filed in support of the motion, show that there is no genuine issue as to any material fact and that the moving party is entitled to judgment as a matter of law. See
III.
The question before us is whether the district court erred in dismissing Mooney‘s First Amendment and Title VII retaliation claims. Most basically, Mooney‘s argument is that she was an ideal employee until the 2007 superintendent election, when she supported Davis, instead of Foster. Her support for Davis, she claims, was not well-received by her superiors, and these political views set off a series of events: suddenly, and unjustifiably, LCSD began to cite her “deteriorating” job performance and tardiness, neither of which had before been alleged, and then these sham justifications, along with the RIF, became a convenient, pretextual reason to not renew her contract. She further contends this non-renewal violated (1) the First Amendment because it was retaliation for protected political activity and (2) Title VII because it was, at least in part, a response to her allegation of gender discrimination in her 2009 memorandum of protest. We analyze these two claims separately below.
A.
We begin with Mooney‘s § 1983 claim: “It is well established that the First Amendment places certain constraints upon dismissals from public employment based upon political affiliation and speech.” Brady v. Fort Bend Cnty., 145 F.3d 691, 704 (5th Cir.1998). The Supreme Court has said that “a nonpolicymaking, nonconfidential government employee can[not] be discharged or threatened with discharge from a job that [s]he is satisfactorily per
In short, the First Amendment precludes a discharge based upon an employee‘s exercise of her right to free expression if two criteria are satisfied: first, the expression relates to a matter of public concern, see Connick v. Myers, 461 U.S. 138, 146 (1983), and, second, the employee‘s interest in commenting upon matters of public concern must outweigh the public employer‘s interest in promoting the efficiency of the public services it performs through its employees. See Pickering v. Bd. of Educ., 391 U.S. 563, 568 (1968). Thus, in order to prevail on her First Amendment retaliation claim, Mooney must show that (1) she suffered an adverse employment action; (2) her speech involved a matter of public concern; (3) her interest in speaking outweighed the employer‘s interest in promoting efficiency in the workplace; and (4) the speech motivated the employer‘s adverse employment action. Charles v. Grief, 522 F.3d 508, 510 n. 2 (5th Cir.2008). The Fifth Circuit has made clear that, if the prima facie elements of a First Amendment retaliation claim are met, the claim is then evaluated under the “mixed-motive” framework—not the McDonnell Douglas pretext analysis. Id. at 516 n. 28; see also Gonzales v. Dallas Cnty., Tex., 249 F.3d 406, 412 n. 6 (5th Cir.2001).4
Mooney has met the first three prongs of the prima facie test. First, the non-renewal of her contract constituted a termination of employment, an adverse employment action. Breaux v. City of Garland, 205 F.3d 150, 157 (5th Cir.2000) (“Adverse employment actions are discharges, demotions, refusals to hire, refusals to promote, and reprimands.“) (emphasis added) (internal quotation marks omitted). Second, her support for Davis relates to a matter of public concern, an expression of opinion concerning a local election. See Vojvodich v. Lopez, 48 F.3d 879, 885 (5th Cir.1995) (holding that “associating with political organizations and campaigning for a political candidate” relate to a matter of public concern).5
B.
Whether Mooney has satisfied the fourth prong, relating to causation, is a closer question. Under the fourth prong, a plaintiff must show that her protected speech was a motivating factor in her discharge. Beattie v. Madison Cnty. Sch. Dist., 254 F.3d 595, 601 (5th Cir.2001) (emphasis added). Thus, to satisfy this prong, Mooney must at least establish that one of the reasons for her non-renewal was her support for Davis. The district court‘s analysis of the First Amendment claim focused on this “causal connection” prong, and the court concluded that Mooney had “not met [her] burden” with respect to it.
Close timing between an employee‘s protected activity and an adverse employment action can be a sufficient basis for a court to find a causal connection required to make out a prima facie case of retaliation. See Evans v. City of Hous., 246 F.3d 344, 354 (5th Cir.2001). With this in mind, the district court considered the temporal proximity in Mooney‘s case. For the district court, the proper time period to consider was the period between Mooney‘s protected activity and her non-renewal, a period of almost three years, and one far too long to support an inference of retaliation. It is not that, facially, this statement is incorrect; however, temporal proximity between protected activity and an adverse employment action should be viewed in the context of other evidence.7 The causal connection prong, for example, may also be satisfied when the plaintiff relies upon a chronology of events from which retaliation may plausibly be inferred. Brady v. Hous. Indep. Sch. Dist., 113 F.3d 1419, 1424 (5th Cir.1997).
Mooney has presented such a chronology: first, (in school year 2007–2008) LCSD suddenly began to criticize her performance immediately after the election but failed to produce any formal disciplinary write-ups detailing Mooney‘s performance, then (in 2008–2009) LCSD tried to demote Mooney, for varying reasons, ultimately deciding not to because she protested on the basis of gender discrimination, and, finally, (in 2009–2010) Foster, the official in
IV.
But Mooney has not established her right to a trial yet. In First Amendment retaliation cases involving public employees, once an employee has met her burden of showing that her protected conduct was a motivating factor in the employer‘s adverse employment action, the question becomes whether the employer has met its burden to show, by a preponderance of the evidence, that it would have taken the same adverse employment action against the employee even in the absence of the employee‘s protected conduct. See Charles, 522 F.3d at 516 n. 28. If the employer is able to make such a showing, then the protected conduct in question does not amount to a constitutional violation justifying remedial action. Id.
Whether LCSD, by a preponderance of the undisputed evidence, has shown it would not have renewed Mooney even in the absence of her support for Davis is another close question. In the district court‘s view, LCSD had sufficiently made this showing. In particular, the court pointed to three of LCSD‘s alleged rationales for not rehiring her: (1) Mooney‘s poor job performance, (2) lack of punctuality in arriving to work, and (3) the district‘s need to effect cost savings through the RIF.
Regarding Mooney‘s poor job performance, Boyd testified in her deposition that, at the time, she could not remember the names of any children or parents who complained about Mooney. She also stated that, other than the PIP (which was not instituted until a year and a half after Mooney‘s alleged poor performance began) there were no formal disciplinary write-ups of Mooney. Further, although Boyd cited two incidents—the “slinging” of a student into her seat on a school bus and the strip search of a student—as evidence that Mooney was not performing adequately, the evidence is disputed whether and the degree to which these incidents influenced Mooney‘s non-renewal. Half the students who were interviewed regarding the bus incident stated that Mooney had only raised her voice at the student and never used physical force, and the strip search was in violation of LCSD poli
As for Mooney‘s alleged lack of punctuality, the time logs introduced into the record indicate that Mooney was late in arriving to work during the fall of 2009, among other times. Yet Boyd testified that, during that same period, “in the fall [of 2009], I did tell [Mooney] that things were going pretty good.” Again, then, the evidence regarding LCSD‘s second reason for not renewing Mooney is disputed, because it is unclear whether punctuality was really a problem relating to her continued employment.9
Finally, there is the RIF, ordered by Foster in order to meet state cost-cutting requirements. Foster gave instructions and had at least some say over which licensed employees were non-renewed, and it was carried out by Boyd, who was a Foster supporter and “probably” had contributed money to Foster‘s campaign. It is undisputed that Mooney was the only administrator in the district who was removed from her position as part of the RIF.10 Thus, there remains a genuine issue of material fact of whether LCSD would have non-renewed Mooney even in the absence of her Davis support, because its purported rationales for doing so, as rebutted by Mooney, may be pretextual.
V.
We last address Mooney‘s claim based on Title VII retaliation. She asserts that when she was advised of her demotion back to speech pathologist, she suggested that the demotion constituted gender discrimination, because her putative replacement would be a male. She alleges that, because of this complaint, the school district retaliated against her by terminating her contract. This Title VII retaliation claim is unsupported by any evidence connecting gender to her termination.
It does not matter that Mooney has proved the other required prima facie elements of Title VII retaliation because, crucially, she has not introduced any evidence of causation. See Banks v. E. Baton Rouge Parish Sch. Bd., 320 F.3d 570, 575 (5th Cir.2003) (stating one prima facie element in a Title VII retaliation claim is a “causal link... between the protected activity and the adverse action.“). Whereas, under her First Amendment claim, Mooney has pointed us to a chronology that began immediately after an election, involved a political rival and one of his supporters who happened to be Mooney‘s direct supervisor, Mooney has not pointed us to any comparable evidence suggesting gender animus on the part of Boyd, who
VI.
In sum, we hold that Mooney has put forth sufficient evidence that her political views were a motivating factor in LCSD‘s decision to non-renew her employment contract to survive summary judgment. Thus, the district court‘s dismissal of that claim is VACATED and the case is REMANDED for further proceedings not inconsistent with this opinion. The district court‘s dismissal of Mooney‘s Title VII retaliation is AFFIRMED.
AFFIRMED in part; VACATED and REMANDED in part.
