OPINION
We grant appellees’ motion for rehearing, withdraw our opinion and judgment issued May 11, 2006, and substitute the following in its place.
Appellant Ken Patton urges that the trial court erred in dismissing his case for a lack of subject matter jurisdiction because the First Amendment’s ecclesiastical abstention doctrine, which encompasses a ministerial exception, does not bar judicial review of his claims for defamation and tortious interference with an employment contract. Appellees, Pastor Bobbie Kaye Jones, Pastor Barbara Ruth, Pastor John Wright, St. John’s United Methodist Church, Oak Hill United Methodist Church, The Austin District of the United Methodist Church, and the Southwest Texas Conference of the United Methodist Church (collectively, “The Church”) respond that because Patton, as the Director of Youth Ministries for the Oak Hill United Methodist Church, was employed in a ministerial role, the First Amendment prohibits judicial review of the Church’s actions and communications surrounding Patton’s termination. We will affirm the dismissal.
STANDARD OF REVIEW
A motion to dismiss based on a lack of subject matter jurisdiction is functionally equivalent to a plea to the jurisdiction challenging the trial court’s authority to determine the subject matter of a cause of action.
Lacy v. Bassett,
Construing the allegations in Patton’s pleadings as true, and considering the uncontested evidence, we find the following undisputed facts in the record. 1
BACKGROUND
Patton was employed by Oak Hill United Methodist Church as the Director of *546 Youth Ministries from April 2002 until October 31, 2002. 2 In that position, Patton was responsible for “the administration and organizing of recreational events for the youth, such as camping outings and other social gatherings.... [Patton] coordinated the transportation, ... oversaw the logistics, ... [and] served as a chaperone.” He also “managed the budget for the youth program, recruited [adult and youth] participants, registered the attendees at events, [] collected participation fees from attendees, [and] performed fund-raising duties.”
On October 24, 2002, appellee Jones (a Pastor at St. John’s) discussed with appel-lee Wright (an Associate Pastor at Oak Hill) whether Patton should be terminated from Oak Hill. According to handwritten notes taken by Pastor Wright, Pastor Jones told him about allegations that Patton had upset congregation members by dating certain women and by putting his arm around girls at church. Pastor Jones also described a rumor that Patton had used internet pornography as being “unsolicited, anecdotal, [and] unsubstantiated.” Patton contends that each of the rumors are false.
After this conversation, Pastor Wright relayed these rumors to appellee Ruth (a Pastor at Oak Hill). Pastor Ruth then met with the Staff Parish Relations Committee (“SPRC”) and recommended that Patton be terminated from his position as Oak Hill’s Director of Youth Ministries. Pastor Wright informed Patton of the decision. Shortly beforehand, Patton had discovered Pastor Wright’s handwritten notes laying on the church photocopy machine.
In a subsequent letter to two concerned members of the congregation, the committee chairwoman wrote,
Please know that this committee and your pastors share your concern for the youth program.... A search for a new youth director will begin after the first of the year.... Before any action was taken, the Pastors discussed the situation with the District Superintendent and sought the backing of the SPRC, ... [which] unanimously voted to accept the recommendation to support the decision reached by [Jones], [Wright], and myself.... I can assure you that [we] approached this decision prayerfully and in the best interests of the church....
Patton also alleged that the chairwoman told a member of the congregation who asked about Patton’s termination that, “It is really bad” and “We had to get him out before something happened at our church,” and that Pastor Ruth responded to a member’s question by stating, “[Patton] knows why he was fired” and “he wouldn’t want anyone else to know.”
Patton sued the Church, claiming it was liable for defamation and tortious interference with an employment contract. 3 The Church defendants filed a joint motion to dismiss, which was granted by the trial court. This appeal followed. The sole question presented on appeal is whether, based on First Amendment principles, the trial court correctly determined that it lacked subject matter jurisdiction.
ANALYSIS
Free Exercise Clause
The First Amendment provides in relevant part that “Congress shall make no law respecting an establishment of religion, or prohibiting the free exercise
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thereof.” U.S. Const, amend. I. The Establishment and Free Exercise Clauses apply to the states by incorporation through the Fourteenth Amendment.
Elk Grove Unified Sch. Disk v. Newdow,
The Supreme Court interpreted the basis of the Free Exercise Clause at issue here in
Watson v. Jones,
In the 135 years since
Watson,
many courts have applied these principles — often referred to as the “ecclesiastical abstention doctrine” — to cases concerning employment decisions by religious institutions.
4
These cases have consistently held that civil courts lack subject matter jurisdiction to decide such controversies if the employment decision concerns a member of the clergy or an employee in a ministerial position.
See, e.g., Starkman v. Evans,
The “ecclesiastical abstention doctrine” provides a broader analysis that encompasses the “ministerial exception.” The ecclesiastical abstention doctrine pre-
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vents secular courts from reviewing many types of disputes that would require an analysis of “theological controversy, church discipline, ecclesiastical government, or the conformity of the members of the church to the standard of morals required.”
Watson,
More narrowly, if the claim challenges a religious institution’s employment decision, the sole jurisdictional inquiry is whether the employee is a member of the clergy or otherwise serves a “ministerial” function.
See Alicea-Hernandez v. Catholic Bishop of Chicago,
[t]he relationship between an organized church and its ministers is its lifeblood. The minister is the chief instrument by which the church seeks to fulfill its purpose. Matters touching this relationship must necessarily be recognized as of prime ecclesiastical concern....
[Inquiry into a church’s decision regarding the] employment relationship existing between [ ] a church and its minister would result in an encroachment by the State into an area of religious freedom which it is forbidden to enter by the principles of the free exercise clause of the First Amendment.
McClure v. Salvation Army,
Thus, in resolving whether the trial court had subject matter jurisdiction over Patton’s claims, we will first address whether Patton’s job function was “ministerial.” If so, then pursuant to the ministerial exception, Patton’s claims for defamation and tortious interference are not subject to secular review.
Whether Patton’s Job was “Ministerial”
Whether an employee of a religious institution is a “minister” is a ques
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tion of law for the court.
Starkman,
198 F.8d at 176. The ministerial exception has not been limited to members of the clergy.
Rayburn,
The Fifth Circuit articulated a three-part test in
Starkman v. Evans
to determine whether an employee’s primary duties are ministerial in nature: (1) “whether employment decisions regarding the position at issue are made ‘largely on religious criteria,’ ” (2) “whether the plaintiff was qualified and authorized to perform the ceremonies of the Church,” and (3) “probably most important is whether [plaintiff] ‘engaged in activities traditionally considered ecclesiastical or religious.’ ”
Many courts have analyzed whether a particular employee qualifies as a “minister” using the general standards set forth in Rayburn and the “primary duties” test articulated in Starkman. Nonetheless, the parties here have not cited, nor have we found, any case presenting the exact question at issue in this case— whether a Director of Youth Ministries, who does not preach or teach but instead administers and oversees the church’s youth-group activities and fundraising, holds a “ministerial” position. Thus, we review the types of employees who have and have not been deemed “ministers” in other cases. 7
We find particularly instructive the cases involving positions that are partly
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administrative in nature and do not require the employee to participate in worship activities or to teach religious doctrine (unlike positions traditionally considered “ministerial,” such as reverends, priests, nuns, missionaries, and the like). In
Alicea-Hernandez v. Catholic Bishop of Chicago,
the Hispanic Communications Manager for the Catholic church was responsible for “press secretary” duties including: composing media releases, correspondence, and church publications; developing relationships with the Hispanic media and community; and translating church materials into Spanish.
Similarly, in
Pardue v. Center City Consortium Schools of the Archdiocese of Washington, Inc.,
the principal of a Catholic school was deemed a “minister,” although she claimed to function only in an administrative capacity and was not responsible for leading any worship activities or teaching religious classes.
Patton’s position as Director of Youth Ministries undoubtedly included several administrative duties, such as coordinating the transportation, logistics, and other travel arrangements for youth outings and gatherings. Also, Patton was not ordained, and it appears from his affidavit that, as Director of Youth Ministries, Patton did not participate in worship services or ceremonies, had no responsibility for the music or liturgy, did not assist with the confirmation of youth, and was not required to teach religious classes or have religious training.
Yet, by his own testimony, Patton was responsible for “organizing” these events, meaning that he made decisions on behalf of the church about what activities the members of its youth ministry would participate in. The purpose of a church orga
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nizing a youth-group retreat is to bring people together in fellowship, often coupled with religious worship or reflection. Even if Patton was not teaching the doctrine himself, he testified that he was actively participating as a chaperone. Organizing and chaperoning these events for the youth ministry are activities that furthered the church’s mission, which went beyond purely secular tasks such as booking a chartered bus, collecting payments from the participants, or reserving cabins for a retreat. Furthermore, Patton averred that he “managed the budget for the youth program.” Had Patton been responsible merely for accounting, this function might be viewed as solely secular because he would not have any discretion over the use of church funds. But, as the director of the program who “managed” the budget, Patton was authorized to decide how the church’s money was best used in furtherance of ministering to its youth. Because Patton was responsible for deciding what activities the church’s youth group would participate in and how the program’s money would be spent, he was “answerable to the religious authorities for providing, in a myriad of ways not reducible to a listing of tasks, ‘spiritual leadership in and for the [youth ministry].’ ”
See Pardue,
Notably, Patton’s affidavit also states that he “performed fundraising duties” and “recruited participants” for the program. There is no question that asking people to give their time and money to support activities of the youth ministry is a function that is “important to the spiritual and pastoral mission of the church,” especially in light of the fact that Patton was also responsible for deciding how to use that money and how to organize those events.
See Rayburn,
Thus, even accepting Patton’s allegations as true, it is apparent on the face of his pleadings that he was acting both as the “voice” of the youth ministry and serving as a “primary agent” of the church.
See Davies,
Whether Dismissal of Claims was Proper
Patton asserted claims against the Church for tortious interference with an employment contract and for defamation. The tortious interference claim is, without doubt, inextricably intertwined with the Church’s decision to terminate Patton
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from his ministerial position. Because “churches must be free to decide for themselves, free from state interference, matters of church government as well as those of faith and doctrine,” the actions taken as part the Church’s employment decision are ecclesiastical matters protected from secular review by the “ministerial exception” afforded under the Free Exercise Clause.
See Combs,
The dismissal of the defamation claims, however, requires further analysis. Patton’s defamation claims can be divided into two groups: (1) those based on statements made among Pastors Jones, Wright, and Ruth and the Staff Parish Relations Committee during their meeting regarding Patton’s termination, including Wright’s handwritten notes from this meeting, and (2) those based on statements made by the committee chairwoman and by Pastor Ruth in response to questions from members of the congregation who were concerned about the status of Patton’s employment as the Director of Youth Ministries. Like the tortious interference claim, the first group of allegedly defamatory statements were undoubtedly made as part of the Church’s employment decision and, therefore, were properly dismissed for a lack of subject matter jurisdiction.
See Ogle v. Church of God,
Regarding the second group of allegedly defamatory statements, however, Patton argues that they do not involve ecclesiastical matters because they were made after the employment decision was final. We disagree. Although we recognize that the “Free Exercise Clause has never immunized clergy or churches from all causes of action alleging tortious conduct,”
Tilton v. Marshall,
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In
Heard v. Johnson,
a Baptist church became dissatisfied with the services of its pastor, Johnson, and attempted to terminate his employment.
In the specific area of the church-minister relationship, other courts have expanded the universe of claims that do not overcome the First Amendment protections to include ... a variety of common law claims....
Under most circumstances, defamation is one of those common law claims that is not compelling enough to overcome First Amendment protection surrounding a church’s choice of pastoral leader. When a defamation claim arises entirely out of a church’s relationship with its pastor, the claim is almost always deemed to be beyond the reach of civil courts because resolution of the claim would require an impermissible inquiry into the church’s bases for its action [compiling string cite of relevant cases].
In most of these cases, the alleged defamatory statements did not overtly express any religious principles or beliefs, but all the actions resulted from conflicts “confined within” the churches involved. Furthermore, the courts found that it was impossible to consider the plaintiffs’ allegations of defamation “in isolation, separate and apart from the church[s’] decision to terminate [the plaintiffs’] employment.” “Questions of truth, falsity, malice, and the various *554 privileges that exist often take on a different hue when examined in the light of religious precepts and procedures that generally permeate controversies over who is fit to represent and speak for the church.” Examining such controversies is precisely the kind of inquiry that is forbidden to civil courts since “whose voice speaks for the church is per se a religious matter.”
This is not to say that religious organizations are immune from all tort claims arising out of employment decisions relating to their pastors. Torts such as battery, false imprisonment or conversion probably would fall within the exception to church immunity set out in Sherbert [v. Verner,374 U.S. 398 , 403,83 S.Ct. 1790 ,10 L.Ed.2d 965 (1963)] because they pose a “substantial threat to public safety, peace or order.” It is also conceivable that torts such as defamation, infliction of emotional distress, and invasion of privacy might be so unusual or egregious as to fall -within the Sherbert exception....
In light of all the foregoing, we hold that constitutional protections afforded by the Free Exercise clause (prohibiting civil court interference in disputes between ministers and churches) extend to defamation claims, when: (1) such a claim flows entirely from an employment dispute between a church and its pastor so that consideration of the claim in isolation from the church’s decision as to the pastor is not practical, (2) the alleged “publication” is confined within the church, and (3) there are no unusual or egregious circumstances. This, then, is the outline of the constitutional shadow on our subject matter jurisdiction over such defamation cases.
Id. at 884-85 (citations omitted).
Similarly, in
Yaggie v. Indiana-Kentucky Synod,
the court determined that allegedly defamatory statements, much like those at issue in the instant case, were not within the court’s subject matter jurisdiction.
Here, the chairwoman of the committee that recommended Patton’s termination expressed to members of the congregation that the “decision [was approached] prayerfully and in the best interests of the church.” She also allegedly told members that “It is really bad” and “We had to get him out before something happened at our church.” Furthermore, Pastor Ruth is alleged to have responded to a member’s question by stating, “[Patton] knows why he was fired” and “he wouldn’t want anyone else to know.” Although the latter statements do not, on their face, implicate religious doctrine, a determination of the truth or falsity of these statements would require an inquiry into the church’s reasons for terminating Patton from his position as the Director of Youth Ministries. As in
Heard,
A case discussed by both parties,
Drevlow v. Lutheran Church,
is distinguishable.
See
Patton’s single issue is overruled.
CONCLUSION
The trial court properly dismissed Patton’s claims for tortious interference and defamation because they arose from actions taken and communications made in connection with the Church’s decision to terminate Patton from a “ministerial” position, and the First Amendment prohibits secular review of a church’s employment decisions about its ministers.
See Rayburn,
Notes
. The only evidence in the record was offered by Patton, consisting of his affidavit, a copy of handwritten notes used in the Church's meeting about Patton's employment, and a letter from the chairwoman of the parish committee that decided to terminate Patton. At the hearing on the motion to dismiss, no testimony was offered; only argument by counsel was presented.
. Patton had previously served as the Interim Director of Youth at St. John’s United Methodist Church from August to December 2001.
. Patton did not sue the chairwoman in her individual capacity but instead named the Conference, asserting that the chairwoman acted as its agent.
. Because these constitutional concepts have been discussed more extensively by the federal courts, we will look to the federal opinions that are "logically persuasive and well-reasoned” for guidance, although not binding.
See Davenport v. Garcia,
. Although the First Amendment prohibits civil courts from exercising jurisdiction over purely ecclesiastical matters involved in church-related disputes, the First Amendment does not forbid civil courts from adjudicating property rights of the church or its members, so long as such rights can be determined by the application of "neutral principles of law.”
Jones v. Wolf,
.
See, e.g., Lacy v. Bassett,
.
See, e.g., EEOC v. Roman Catholic Diocese of Raleigh,
. Although the record does not demonstrate that Patton was "qualified and authorized to perform the ceremonies of the Church,” there is no requirement that all three Starkman factors be satisfied to determine that an employee’s primary duties are ministerial.
. In Tilton, after recognizing that "religious groups may be held liable in tort for secular acts,” the court went on to discuss the otherwise broad protection afforded to the actions of a religious institution by the ecclesiastical abstention doctrine. See Tilton v. Marshall, 925 S.W.2d 672, 677-79 (Tex.1996) (citation omitted) (evangelist pastor’s promises that television viewers’ prayers would be answered if they sent money, even if insincere, were not subject to secular review because they involved "statements of religious doctrine”). Id. at 679.
.
See, e.g., Hutchison,
. See also, infra, cases discussed at footnote 10.
. Although not a bright-line rule, some courts have distinguished between defamatory remarks published to members of the church versus communications with third parties. In
Turner v. Church of Jesus Christ of Latter-Day Saints,
all of the minister's employment-related claims were deemed "ecclesiastical matters” protected from review, except for his defamation claim.
. In
Tran v. Fiorenza,
the court acknowledged that a minister’s defamation claims against a church may be subject to review if the statements "overstep the bounds of the authority’s administrative duties” and "are clearly intended to defame or inflict emotional distress.”
