EEOC v. Roman Catholic Dio ( 2000 )


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  • PUBLISHED
    UNITED STATES COURT OF APPEALS
    FOR THE FOURTH CIRCUIT
    EQUAL EMPLOYMENT OPPORTUNITY
    COMMISSION,
    Plaintiff-Appellant,
    v.
    No. 99-1860
    THE ROMAN CATHOLIC DIOCESE OF
    RALEIGH, NORTH CAROLINA; SACRED
    HEART CATHEDRAL,
    Defendants-Appellees.
    Appeal from the United States District Court
    for the Eastern District of North Carolina, at Raleigh.
    Malcolm J. Howard, District Judge.
    (CA-98-978-5-H)
    Argued: April 7, 2000
    Decided: May 22, 2000
    Before WILKINSON, Chief Judge, NIEMEYER, Circuit Judge,
    and HAMILTON, Senior Circuit Judge.
    _________________________________________________________________
    Affirmed by published opinion. Chief Judge Wilkinson wrote the
    opinion, in which Judge Niemeyer and Senior Judge Hamilton joined.
    _________________________________________________________________
    COUNSEL
    ARGUED: Robert John Gregory, Senior Attorney, EQUAL
    EMPLOYMENT OPPORTUNITY COMMISSION, Washington,
    D.C., for Appellant. Cecil Webster Harrison, Jr., POYNER and
    SPRUILL, L.L.P., Raleigh, North Carolina, for Appellees. ON
    BRIEF: C. Gregory Stewart, General Counsel, Philip B. Sklover,
    Associate General Counsel, Lorraine C. Davis, Assistant General
    Counsel, EQUAL EMPLOYMENT OPPORTUNITY COMMIS-
    SION, Washington, D.C., for Appellant. Robin Tatum Morris,
    POYNER and SPRUILL, L.L.P., Raleigh, North Carolina; Charles F.
    Powers, III, SINK, POWERS, SINK and POTTER, L.L.P., Raleigh,
    North Carolina, for Appellees.
    _________________________________________________________________
    OPINION
    WILKINSON, Chief Judge:
    The Equal Employment Opportunity Commission (EEOC) brought
    an enforcement action under Title VII against the Roman Catholic
    Diocese of Raleigh, North Carolina, and Sacred Heart Cathedral. The
    EEOC alleged that the church discriminated against Joyce Austin on
    the basis of her sex through a series of adverse employment actions
    relating to her positions as the Cathedral's Director of Music Ministry
    and a part-time music teacher at the Cathedral elementary school. The
    district court dismissed the action as barred by the First Amendment,
    holding that the well-recognized ministerial exception to Title VII
    prohibited the application of the statute to the employment decisions
    at issue. See EEOC v. Roman Catholic Diocese of Raleigh, 
    48 F. Supp. 2d 505
     (E.D.N.C. 1999). Because Austin's primary duties at the
    Cathedral and its school consisted of the selection, presentation, and
    teaching of music, which is integral to the spiritual and pastoral mis-
    sion of the Catholic Church and many other religious traditions, we
    affirm the judgment of the district court.
    I.
    Joyce Austin was hired by Sacred Heart Cathedral in 1983 to be
    Director of the Cathedral Folk Choir. Austin is a practicing lay
    Roman Catholic. She holds a Bachelor of Music Education degree
    from Morningside College in Iowa and a Master of Arts degree in
    humanities from Hofstra University in New York. She also has vocal
    and instrumental teaching certificates from the states of New York
    2
    and North Carolina. Sacred Heart Cathedral is a Roman Catholic
    church and a constituent part of the Roman Catholic Diocese of
    Raleigh, which governs the Roman Catholic churches in Eastern
    North Carolina.
    In 1984, Austin began to teach music at the Cathedral elementary
    school. Her duties as a music teacher included conducting the music
    program for students in kindergarten through eighth grade, overseeing
    two extracurricular musical performances each year, assisting in the
    music preparation for school liturgies, and playing the piano at Mass.
    In addition, she was responsible for the school choir and the school
    handbell choir. Her job also required her to serve as a resource person
    for all musical activities at the school.
    In 1990, Father G. L. Lewis, the Rector of the Cathedral at the
    time, promoted Austin to the newly created position of Director of
    Music Ministry. This position encompassed both responsibility for
    music at the Cathedral and teaching music at the Cathedral school.
    The proposed job description provided that the Director would be,
    along with the Rector, fully responsible for the Music Ministry of the
    Cathedral. It stated that the major duties of the position included: "[t]o
    assist in the planning of all Parish Liturgies; to direct the parish
    choirs; to teach the congregation to actively and vocally participate in
    the music of the Parish; to recruit and train cantors." Austin's actual
    duties were then summarized in a handwritten document agreed to by
    her and Father Lewis. This document, like the proposed job descrip-
    tion, assigned responsibility to Austin for the music program of the
    Cathedral and the Cathedral school. Among the duties listed were:
    teaching at the school; supervising and directing choirs; training can-
    tors; and playing for holidays, weddings, and funerals. Austin was
    also required to approve music for weddings even if she was not
    available for the ceremonies. She was also made part of the Worship
    Committee and was required to attend the committee's monthly meet-
    ings and participate in seasonal liturgy planning.
    In May 1992, Father John Francis O'Connor became Rector of the
    Cathedral. Austin claims that between September 1992 and February
    1995, Father O'Connor reassigned some of Austin's duties to men,
    two of whom were not Catholic. In February 1995, Austin filed a sex
    3
    discrimination charge with the EEOC based on the reassignment of
    these duties to men.
    A 1995 parish survey revealed general dissatisfaction with the
    music program, and the parishioners voiced the need for improvement
    in the Cathedral's music ministry. On June 2, 1995, Father O'Connor
    informed Austin that the Director of Music Ministry position was
    being redesigned and that she would no longer serve in the position
    as of June 30, 1995. Upon her removal, Austin filed a second charge
    with the EEOC, alleging that she was terminated because of her sex
    and in retaliation for her prior charge. Austin continued, however, to
    serve as a part-time music teacher at the elementary school.
    The Cathedral advertised the redesigned music ministry position,
    which was the full-time position of Director of Music Ministries and
    Organist. Austin applied for this position, along with forty-two other
    applicants. The Search Committee reviewed the applications and rec-
    ommended that Paul Monachino be hired. Father O'Connor ulti-
    mately hired Monachino for the position. The church states that
    Monachino, like Austin, is a practicing Catholic. According to the
    EEOC, Harry Taylor, a non-Catholic male who assumed Austin's
    duties in the interim period, was made head of the spiritual choir
    under Monachino's supervision.
    The Cathedral adopted a job description for the Director of Music
    Ministries and Organist position, who would be "responsible for all
    music associated with worship" and directly accountable to the Rec-
    tor. The job description underscored the relationship of music to the
    spiritual mission of the church. For example, the qualifications for
    this "liturgical minister" included not only musical experience and
    skill, but also "an ability to teach, to lead, and to evoke active partici-
    pation of the people in all liturgical celebrations with their varied and
    differing musical styles." Underlying all the qualifications was the
    need for "a thorough understanding of and love for the Liturgy of the
    Church and the relationship of music to the liturgical life of the
    Church." The job description also listed two plainly spiritual objec-
    tives for the new Director: (1) "To assist in developing a prayerful,
    singing assembly through preparation, celebration, and evaluation,
    through education and personal ministry;" and (2)"With the coopera-
    tion and assistance of all the parish ministers, the Director of Music
    4
    Ministries will support the Gospel message through song and chal-
    lenge the assembly to live it more fully." The Director was to carry
    out these religious objectives through specific duties such as: recruit-
    ing and training parish choirs, cantors, and musicians; implementing
    new repertoire for the assembly; communicating musical selections to
    each presider; preparing a weekly worship plan in conjunction with
    the Parish Liturgy Committee; and incorporating handbells into the
    work of the choirs.
    The EEOC claims that the job description for the new Director's
    position was quite similar to that for Austin's old Director's position.
    Further, it states that the new job was defined in practice no differ-
    ently from the role formerly occupied by Austin. According to the
    EEOC, the parish priest planned the liturgies, chose the scripture
    readings without input from Austin, and had the authority to make
    final decisions concerning the music to be used for religious worship.
    The EEOC also asserts that despite the written requirement that the
    new Director be a practicing Catholic, Father O'Connor stated that
    the position did not have to be filled by a Catholic.
    In February 1996, Austin filed a third charge of discrimination and
    retaliation, challenging the church's decision not to hire her for the
    new Director's position. In the spring of 1997, Austin was demoted
    from a "regular part-time" teacher at the school to a "part-time"
    teacher. According to Austin, she lost sick day and personal day bene-
    fits, as well as a tuition reduction for her children at the elementary
    school, as a result of this decision. In September 1997, Austin filed
    a fourth EEOC charge, alleging that she was demoted in retaliation
    for her previous charges.
    In December 1998, the EEOC filed suit on Austin's behalf against
    the Diocese and the Cathedral in the United States District Court for
    the Eastern District of North Carolina. The EEOC asserted claims of
    sex discrimination and retaliation under Title VII and 42 U.S.C.
    § 1981a. These claims encompassed the adverse employment actions
    about which Austin had complained in her EEOC charges.
    The EEOC requested that Austin be awarded compensatory and
    punitive damages and sought costs for itself. The EEOC also
    requested far-ranging injunctive relief. It sought a permanent injunc-
    5
    tion prohibiting the church "from reassigning the duties of any indi-
    vidual, demoting or failing to rehire any individual due to sex, or any
    other employment practice which discriminates on the basis of sex,
    and from retaliating against individuals who oppose discriminatory
    practices." The EEOC further asked the court to order the church "to
    institute and carry out policies, practices, and programs which provide
    equal employment opportunities for women, and which eradicate the
    effects of its past and present unlawful employment practices."
    The church moved to dismiss the complaint for lack of subject mat-
    ter jurisdiction pursuant to Fed. R. Civ. P. 12(b)(1). In April 1999, the
    district court granted this motion. The district court held that the min-
    isterial exception to Title VII applied to the employment positions at
    issue and, accordingly, the First Amendment barred the court from
    entertaining the EEOC's claims. The EEOC now appeals.
    II.
    The ministerial exception to Title VII was first articulated in
    McClure v. Salvation Army, 
    460 F.2d 553
     (5th Cir. 1972), and first
    recognized by this court in Rayburn v. General Conference of
    Seventh-Day Adventists, 
    772 F.2d 1164
     (4th Cir. 1985). The ministe-
    rial exception operates to exempt from the coverage of various
    employment laws the employment relationships between religious
    institutions and their "ministers." See, e.g., Bell v. Presbyterian
    Church (U.S.A.), 
    126 F.3d 328
    , 332-33 (4th Cir. 1997); Dole v. Shen-
    andoah Baptist Church, 
    899 F.2d 1389
    , 1396-97 (4th Cir. 1990); Ray-
    burn, 
    772 F.2d at 1167-69
    . This constitutionally compelled limitation
    on civil authority ensures that no branch of secular government tres-
    passes on the most spiritually intimate grounds of a religious commu-
    nity's existence.
    Not only is the ministerial exception the well-settled law of this cir-
    cuit, but it is widely recognized by other courts of appeals. See, e.g.,
    Gellington v. Christian Methodist Episcopal Church , 
    203 F.3d 1299
    (11th Cir. 2000); Bollard v. California Province of the Soc'y of Jesus,
    
    196 F.3d 940
     (9th Cir. 1999); Combs v. Central Tex. Annual Confer-
    ence of the United Methodist Church, 
    173 F.3d 343
     (5th Cir. 1999);
    EEOC v. Catholic Univ. of Am., 
    83 F.3d 455
     (D.C. Cir. 1996); Young
    v. Northern Ill. Conference of United Methodist Church, 
    21 F.3d 184
    6
    (7th Cir. 1994); Scharon v. St. Luke's Episcopal Presbyterian Hosps.,
    
    929 F.2d 360
     (8th Cir. 1991).* These courts have repeatedly empha-
    sized the constitutional imperative of governmental non-interference
    with the ministerial employment decisions of churches.
    Moreover, the ministerial exception is rooted in the independence
    of the spiritual lives of religious bodies in accordance with the dic-
    tates of the First Amendment. Indeed, "civil courts have long taken
    care not to intermeddle in internal ecclesiastical disputes." Bell, 
    126 F.3d at 330
    . The Supreme Court has always safeguarded the "unques-
    tioned" prerogative of religious organizations to tend to "the ecclesi-
    astical government of all the individual members, congregations, and
    officers within the general association." Watson v. Jones, 
    80 U.S. 679
    ,
    728-29 (1871); see also Gonzalez v. Roman Catholic Archbishop of
    Manila, 
    280 U.S. 1
     (1929). For "religious freedom encompasses the
    `power [of religious bodies] to decide for themselves, free from state
    interference, matters of church government as well as those of faith
    and doctrine."' Serbian Eastern Orthodox Diocese for the United
    _________________________________________________________________
    *All circuits to have addressed the question have recognized the con-
    tinuing vitality of the exception after the Supreme Court's decision in
    Employment Div., Dep't of Human Resources of Oregon v. Smith, 
    494 U.S. 872
     (1990). See Gellington v. Christian Methodist Episcopal
    Church, 
    203 F.3d 1299
    , 1302-04 (11th Cir. 2000); Combs v. Central Tex.
    Annual Conference of the United Methodist Church, 
    173 F.3d 343
    , 347-
    50 (5th Cir. 1999); EEOC v. Catholic Univ. of Am., 
    83 F.3d 455
    , 461-63
    (D.C. Cir. 1996). The D.C. Circuit in Catholic Univ. found that the min-
    isterial exception survived Smith principally for two reasons: "First, the
    burden on free exercise that is addressed by the ministerial exception is
    of a fundamentally different character from that at issue in Smith and in
    the cases cited by the Court in support of its holding. . . . Second, [cases
    invoking the ministerial exception] rely on a long line of Supreme Court
    cases that affirm the fundamental right of churches to `decide for them-
    selves, free from state interference, matters of church government as well
    as those of faith and doctrine' . . . [and] we cannot believe that the
    Supreme Court in Smith intended to qualify th[e] century-old affirmation
    of a church's sovereignty over its own affairs." 
    83 F.3d at 462, 463
    (quoting Kedroff v. St. Nicholas Cathedral, 
    344 U.S. 94
    , 116 (1952)). We
    agree with this view, and indeed our own circuit has invoked the ministe-
    rial exception after Smith. See Bell, 
    126 F.3d 328
    . In fact, the EEOC does
    not advance any abrogation argument on this appeal.
    7
    States of America and Canada v. Milivojevich, 
    426 U.S. 696
    , 721-22
    (1976) (alteration in original) (quoting Kedroff v. St. Nicholas Cathe-
    dral, 
    344 U.S. 94
    , 116 (1952)). "In short, the First and Fourteenth
    Amendments permit hierarchical religious organizations to establish
    their own rules and regulations for internal discipline and government
    . . . ." Serbian Eastern Orthodox Diocese, 
    426 U.S. at 724
    .
    While the ministerial exception promotes the most cherished prin-
    ciples of religious liberty, its contours are not unlimited and its appli-
    cation in a given case requires a fact-specific inquiry. The ministerial
    exception does not insulate wholesale the religious employer from the
    operation of federal anti-discrimination statutes. See Rayburn, 
    772 F.2d at 1171-72
    ; see also Bollard, 
    196 F.3d at 947
     ("[T]he scope of
    the ministerial exception to Title VII is limited to what is necessary
    to comply with the First Amendment."). For instance, the exception
    would not apply to employment decisions concerning purely custodial
    or administrative personnel. Rather, the exception shelters certain
    employment decisions from the scrutiny of civil authorities so as to
    preserve the independence of religious institutions in performing their
    spiritual functions. Where no spiritual function is involved, the First
    Amendment does not stay the application of a generally applicable
    law such as Title VII to the religious employer unless Congress so
    provides. See Rayburn, 
    772 F.2d at 1171
    .
    Our inquiry thus focuses on "the function of the position" at issue
    and not on categorical notions of who is or is not a"minister." 
    Id. at 1168
    . For example, we have expressly rejected any view that ordina-
    tion is a prerequisite to the application of the exception, see 
    id. at 1168-69
    , and courts have routinely applied the exception in cases
    involving persons other than ordained ministers. See, e.g., Starkman
    v. Evans, 
    198 F.3d 173
     (5th Cir. 1999) (lay choir director); Catholic
    Univ., 
    83 F.3d 455
     (member of university canon law faculty); Ray-
    burn, 
    772 F.2d 1164
     (non-ordained associate in pastoral care); EEOC
    v. Southwestern Baptist Theological Seminary, 
    651 F.2d 277
     (5th Cir.
    1981) (faculty of seminary). The general rule is that "if the employ-
    ee's primary duties consist of teaching, spreading the faith, church
    governance, supervision of a religious order, or supervision or partici-
    pation in religious ritual and worship, he or she should be considered
    clergy." Rayburn, 
    772 F.2d at 1169
     (internal quotation marks omit-
    ted). A court must therefore "determine whether a position is impor-
    8
    tant to the spiritual and pastoral mission of the church" in order to
    decide whether the ministerial exception applies. 
    Id.
    Though its range of application is limited to spiritual functions, the
    ministerial exception to Title VII is robust where it applies. This pro-
    tection is in keeping with the "spirit of freedom for religious organi-
    zations [and] independence from secular control or manipulation"
    reflected in the Supreme Court's free exercise jurisprudence. Kedroff,
    
    344 U.S. at 116
    . The exception precludes any inquiry whatsoever into
    the reasons behind a church's ministerial employment decision. The
    church need not, for example, proffer any religious justification for its
    decision, for the Free Exercise Clause "protects the act of a decision
    rather than a motivation behind it." Rayburn , 
    772 F.2d at 1169
    .
    Of course, the existence of the ministerial exception does not dero-
    gate the profound state interest in "assuring equal employment oppor-
    tunities for all, regardless of race, sex, or national origin." 
    Id. at 1168
    .
    Rather, the exception simply recognizes that the"introduction of gov-
    ernment standards to the selection of spiritual leaders would signifi-
    cantly, and perniciously, rearrange the relationship between church
    and state." 
    Id. at 1169
    . Application of the exception thus manifests no
    more than the reality that a constitutional command cannot yield to
    even the noblest and most exigent of statutory mandates.
    III.
    This appeal is characterized first by a broad stretch of agreement
    between the parties. Both parties accept the validity of the ministerial
    exception. The parties also agree that the exception has not been lim-
    ited to cases involving ordained ministers or priests, but rather
    requires a fact-specific examination of the function of the position.
    The litigants part company, however, on the narrow question of
    whether the particular employment positions at issue fall within the
    ministerial exception. The EEOC argues that the positions were not
    essentially religious in nature. It claims that Austin's job functions as
    Director of Music Ministry and as a part-time music teacher were
    instead "primarily secular." In its view, Austin's positions cannot be
    considered ministerial because she was merely "a lay choir director
    9
    and teacher, charged with the responsibility of training people to sing
    and perform music."
    We disagree. The music ministry and teaching positions at issue
    are ministerial because the positions are "important to the spiritual
    and pastoral mission" of the church. Rayburn , 
    772 F.2d at 1169
    . The
    functions of the positions are bound up in the selection, presentation,
    and teaching of music, which is an integral part of Catholic worship
    and belief. The Free Exercise Clause therefore bars consideration of
    the instant employment discrimination claims. To hold otherwise
    would require us to say that music is substantially devoid of spiritual
    significance in the life of the church. Such a view cannot stand in
    light of the role of religious music in worship and the record in this
    case.
    At the heart of this case is the undeniable fact that music is a vital
    means of expressing and celebrating those beliefs which a religious
    community holds most sacred. Music is an integral part of many dif-
    ferent religious traditions. See generally Enchanting Powers: Music
    in the World's Religions (Lawrence E. Sullivan ed., 1997). It serves
    a unique function in worship by virtue of its capacity to uplift the
    spirit and manifest the relationship between the individual or congre-
    gation and the Almighty. Indeed, the church has presented ample
    undisputed evidence affirming the centrality of sacred music to the
    Catholic faith and the importance of music ministry to the faith com-
    munity. For example, Father Michael Clay, a Catholic priest who
    holds graduate degrees in liturgical music and theology, stated in his
    affidavit that music "helps the faithful to be more easily moved to
    devotion and better disposed to receive grace from God."
    Thus, inasmuch as Austin's duties involve the expression of the
    church's musical tradition, it is a fallacy to denominate them as
    merely secular. We refuse to demote music below other liturgical
    forms or to sever it from its spiritual moorings. We cannot say, for
    example, that the reading of scripture or the reciting of prayers is any
    more integral to religious worship than the singing of hymns or the
    intonation of chants. Whether spoken or sung, psalms lift eyes unto
    the hills. It is not for us to place the oratorios of Handel, the cantatas
    of Bach, or the simplest of hymns beneath the reading of the sacred
    texts from which they draw. The Songs of the Confucian Sacrificial
    10
    Ceremony, the gamelan music of Javanese mysticism, and the ballads
    of Sephardic song can be every bit as spiritually intimate as spoken
    prayers. We cannot deny free exercise protection to the former any
    more than we can to the latter. Nor can we privilege modes of reli-
    gious expression that draw principally from the rational faculties,
    such as preaching or the teaching of theology, over those which sum-
    mon the more lyrical elements of the human spirit. Indeed, "the inspi-
    rational appeal of religion in the[ ] guises [of music, architecture, and
    painting] is often stronger than in forthright sermon." Illinois ex rel.
    McCollum v. Board of Educ., 
    333 U.S. 203
    , 236 (1948) (Jackson, J.,
    concurring). The efforts of a music minister or teacher can thus influ-
    ence the spiritual and pastoral mission of the church as much as one
    who would lead the congregation in prayer, preach from the pulpit,
    or teach theology in school.
    Austin was clearly a pivotal figure in most, if not all, aspects of the
    musical life of the Cathedral and school. The various job descriptions
    for the music ministry positions, though not dispositive, unmistakably
    evince the religious significance of her music ministry. Austin was
    required to assist in the planning of liturgies and was in charge of the
    parish choirs -- functions at the very heart of the church's musical
    life. The positions also entailed responsibility for recruiting choir
    members, cantors, and special musicians. The job description for the
    new music ministry position sought by Austin -- which Austin claims
    was essentially the same as her own job description-- emphasized
    that this "liturgical minister" must "assist in developing a prayerful,
    singing assembly" and "support the Gospel message through song and
    challenge the assembly to live it more fully." The description also
    conferred upon the Director of Music Ministries responsibility "for all
    music associated with worship" and detailed a number of duties relat-
    ing to the selection and presentation of liturgical music.
    The significance of Austin's role in the selection and presentation
    of religious music is highlighted by the interplay between music and
    other liturgical forms. The music at religious worship services is often
    tied to the seasons of the church year or the day's scripture readings.
    Indeed, Father O'Connor stated in his affidavit that Austin's role at
    the three weekly worship services was "to choose music that reflected
    and enhanced the theme of the Scriptures of the day and that would
    assist the assembly of believers in their individual journeys of faith."
    11
    Father O'Connor also stated that Austin was involved in planning
    music for the special seasons of the year, such as Christmas and Eas-
    ter, and for special feast days such as the Feast of Christ the King and
    the Feast of Pentecost. And even where Austin did not select the
    music herself, the subtle judgments that accompany the presentation
    and interpretation of sacred music contribute to its spiritual effect.
    Austin also served as a representative of the church to the congre-
    gation. She played a prominent role in worship services and helped
    to lead the congregation in song. The significance of her role was
    reinforced by the fact that Austin was listed on the front page of the
    Parish bulletin under "Parish Staff," along with the parish priests and
    a Pastoral Associate/Director of Religious Education. Austin was thus
    a visible (and audible) sign of the church's work through music, as
    well as a leader of the congregation in the church's musical, and
    therefore spiritual, life.
    The EEOC attempts, however, to downplay Austin's role in the lit-
    urgy. It makes much of the fact that Austin was answerable to the
    Rector of the Cathedral, who had the ultimate say over the music to
    be played at worship. Yet the EEOC does not deny that Austin played
    a major role in the presentation of music to the congregation. Further,
    there is no requirement that an individual have the"final say" on spir-
    itual matters before the ministerial exception can be applied. While
    the exercise of "religious discretion" of this variety may be consid-
    ered in determining whether a position is ministerial, it is not talis-
    manic. Rather, it is enough that Austin's "primary duties consist of
    teaching, spreading the faith, . . . or supervision or participation in
    religious ritual and worship." Rayburn, 
    772 F.2d at 1169
    .
    Nor does the EEOC's contention that the occupants of the music
    ministry positions were not required to be Catholic diminish the spiri-
    tual significance of the music ministry role. Church documents, the
    relevant job descriptions, and Father O'Connor's affidavit reveal that
    religious criteria were significant in the hiring decision apart from the
    religious affiliation of the minister. For example, Church documents
    state that "the pastoral musician . . . is a minister, someone who
    shares faith, serves the community, and expresses the love of God and
    neighbor through music." Bishops' Committee on the Liturgy, Liturgi-
    cal Music Today para. 64 (1982). And the job description for the new
    12
    Director of Music Ministries position stated that the individual
    selected "must bring to the position a thorough understanding of and
    love for the Liturgy of the Church and the relationship of music to the
    liturgical life of the Church." There is no reason to believe that such
    criteria were not important in practice as well. Father O'Connor him-
    self stated that he chose the new Director of Music Ministries based
    on who he believed "could best accomplish the spiritual and pastoral
    functions of that position and who, through leading the musical
    praise, could challenge and promote the spiritual good of the assem-
    bly."
    The EEOC also suggests that the religious significance of the hir-
    ing decision is somehow diluted by Father O'Connor's statement that
    the individual selected "must have the knowledge and ability to func-
    tion in the position." But the record is clear that the required "knowl-
    edge and ability" transcended merely secular matters. For example,
    Church documents speak of the act of music ministry as a "threefold
    judgment": (1) musical, (2) liturgical, and (3) pastoral. See Bishops'
    Committee on the Liturgy, Music in Catholic Worship 15-19 (2d ed.
    1983). Indeed, it is not easy to divorce even the more technical
    aspects of music from its significance in religious worship. Whether
    a selection is played adagio or andante can have a profound effect on
    the religious worship and vocal participation of the congregation. And
    different performances of the same musical piece can evoke different
    responses.
    We are thus faced with more than the "generalized and diffuse con-
    cern for church autonomy" that is insufficient to trigger First Amend-
    ment protection from the operation of secular laws. Bollard, 
    196 F.3d at 948
    . Rather, the role of the music minister "is so significant in the
    expression and realization of [the church's] beliefs that state interven-
    tion in the appointment process would excessively inhibit religious
    liberty." Rayburn, 
    772 F.2d at 1168
    . Put another way, Austin was the
    primary human vessel through whom the church chose to spread its
    message in song. Employment decisions concerning her music minis-
    try thus relate to "how and by whom [churches] spread their mes-
    sage." Bell, 
    126 F.3d at 332
    . These decisions lie accordingly beyond
    judicial competence. See 
    id. at 332-33
    .
    The Fifth Circuit's application of the ministerial exception to a
    music ministry position in Starkman is instructive. 
    198 F.3d 173
    . The
    13
    Starkman court held that the First Amendment barred the employment
    discrimination claims of a lay choir director. A number of factors
    underlying the decision in that case are present here as well. For
    instance, Starkman's job description entailed responsibility for plan-
    ning, recruitment, and implementation in all aspects of the church's
    music ministry. See 
    id. at 176
    . Starkman was required to plan worship
    liturgy, conduct choirs, and hire other musical personnel. See 
    id.
     Fur-
    ther, the court found it undisputed that "religious music plays a highly
    important role in the spiritual mission of the church" and that "music
    constitutes a form of prayer that is an integral part of worship services
    and Scripture readings." 
    Id. at 176, 177
    .
    The integral role of music in the spiritual life of the church under-
    lies the application of the ministerial exception to the music teaching
    position as well. The Supreme Court has recognized generally the
    "critical and unique role of the teacher in fulfilling the mission of a
    church-operated school." NLRB v. Catholic Bishop of Chicago, 
    440 U.S. 490
    , 501 (1979). The particular teaching position in this case is
    of especial significance to the school's religious mission because it
    revolves around music. It is thereby bound up in the undeniable reli-
    gious meaning of music in the life of the church in this case.
    Indeed, Austin's duties at the Cathedral school appear to have gone
    far beyond the teaching of music classes. As Austin herself points out
    in exhibits attached to her affidavit, she was responsible for the music
    program of the school and served as a resource person for all musical
    activities in the school. She also assisted in the music preparation for
    school liturgies and played the piano at Mass. Austin was responsible
    for the school choir and school handbell choir. These duties, coupled
    with the spiritual significance of her teaching role, render her position
    at the Cathedral school "ministerial" for purposes of the exception.
    IV.
    "[D]etermination of whose voice speaks for the church is per se a
    religious matter." Minker v. Baltimore Annual Conference of the
    United Methodist Church, 
    894 F.2d 1354
    , 1356 (D.C. Cir. 1990)
    (internal quotation marks omitted). This is no less true when the voice
    that speaks is the voice of song. The functions of the music ministry
    and music teaching positions in this case are integral to the spiritual
    14
    and pastoral mission of Sacred Heart Cathedral. We are thus con-
    fronted with a case involving ecclesiastical decisions that the Free
    Exercise Clause of the First Amendment places "beyond the ken of
    civil courts." Bell, 
    126 F.3d at 331
    . Accordingly, we affirm the judg-
    ment of the district court.
    AFFIRMED
    15
    

Document Info

Docket Number: 99-1860

Filed Date: 5/22/2000

Precedential Status: Precedential

Modified Date: 9/22/2015

Authorities (18)

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james-m-bell-v-presbyterian-church-usa-board-of-church-and-society , 126 F.3d 328 ( 1997 )

4 Fair empl.prac.cas. 490, 4 Empl. Prac. Dec. P 7719 Mrs. ... , 460 F.2d 553 ( 1972 )

EQUAL EMPLOYMENT OPPORTUNITY COMMISSION, Plaintiff-... , 651 F.2d 277 ( 1981 )

elizabeth-dole-secretary-united-states-department-of-labor-equal , 899 F.2d 1389 ( 1990 )

Starkman v. Evans , 198 F.3d 173 ( 1999 )

EEOC v. Roman Catholic Diocese of Raleigh , 48 F. Supp. 2d 505 ( 1999 )

Rev. Anne Scharon v. St. Luke's Episcopal Presbyterian ... , 929 F.2d 360 ( 1991 )

Ralph L. Minker v. Baltimore Annual Conference of United ... , 894 F.2d 1354 ( 1990 )

john-bollard-v-the-california-province-of-the-society-of-jesus-the , 196 F.3d 940 ( 1999 )

Equal Employment Opportunity Commission and Elizabeth ... , 83 F.3d 455 ( 1996 )

64-fair-emplpraccas-bna-633-64-empl-prac-dec-p-42953-darreyl-n , 21 F.3d 184 ( 1994 )

Gonzalez v. Roman Catholic Archbishop of Manila , 50 S. Ct. 5 ( 1929 )

Employment Div., Dept. of Human Resources of Ore. v. Smith , 110 S. Ct. 1595 ( 1990 )

National Labor Relations Board v. Catholic Bishop , 99 S. Ct. 1313 ( 1979 )

Illinois Ex Rel. McCollum v. Board of Ed. of School Dist. ... , 68 S. Ct. 461 ( 1948 )

Kedroff v. Saint Nicholas Cathedral of the Russian Orthodox ... , 73 S. Ct. 143 ( 1952 )

Serbian Eastern Orthodox Diocese for United States and ... , 96 S. Ct. 2372 ( 1976 )

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