Menora v. Illinois High School Association

Menora v. Illinois High School Association
CourtUnited States Court of Appeals for the Seventh Circuit
Full case name Moshe Menora et al. v. Illinois High School Association
ArguedMay 27, 1982
DecidedJune 30, 1982 (1982-06-30)
Citation683 F.2d 1030
Case history
Prior actionsjudgment for plaintiffs, 527 F. Supp. 637 (N.D. Ill. 1981)
Subsequent actionsrehearing, rehearing en banc denied, 683 F.2d 1030 (7th Cir. 1982)
certiorari denied, 459 U.S. 1156 (1983)
settlement reached, 1983
Court membership
Judges sitting
Case opinions
MajorityPosner, joined by Eschbach
DissentCudahy
Laws applied
U.S. Const. amend. I

Menora v. Illinois High School Association, 683 F.2d 1030 (7th Cir. 1982), is a case heard by the United States Court of Appeals for the Seventh Circuit centered on two Jewish schools seeking to play in an interscholastic basketball tournament run by the Illinois High School Association (IHSA). The IHSA would not let the schools compete unless their students removed their religious head-coverings, called kippot (sg. kippah). According to the IHSA, the kippot violated a rule against players wearing headgear on the court, but the students refused to play without them. They, along with their parents and schools, sued the IHSA in 1981, arguing that their First Amendment right of freedom of religion had been violated. The IHSA responded that the safety concern was reasonable because a kippah could fall off during play, causing injury. The Seventh Circuit held that no conflict would exist between the two parties if the schools designed a head-covering that was not a safety risk; the case was settled on remand to the district court in June 1983.

The Supreme Court's ruling in Sherbert v. Verner (1963) sets out a two-part test of government restrictions on religious freedom, known as the Sherbert test. Under the test, the restriction has to be justified by a compelling interest that outweighs the loss of religious freedom, and it has to preserve religious freedom as much as possible. The District Court for the Northern District of Illinois issued an injunction, allowing the students to play with kippot on while the case was ongoing. Months later, the district court issued its judgment in favor of the schools, citing the Sherbert test. Judge Milton Shadur found that the IHSA did not have a compelling interest because the IHSA could not provide any evidence that kippot had ever caused an injury.

The Seventh Circuit vacated the district court's ruling, forgoing the Sherbert test in favor of the false conflict doctrine – under this approach, the court rigorously defines the interests of the two parties, and in doing so, may find that little to no conflict actually exists between them. The court reasoned that if the schools could design a head-covering that met the IHSA's safety concerns, which the court felt were reasonable, the conflict would be resolved. The dissent argued that the district court had correctly interpreted Sherbert and that the ruling should not have put the burden of resolving the conflict on the schools. A settlement was reached in June 1983, allowing kippot to be worn when secured with contour clips.

Legal scholars criticized the Seventh Circuit's false conflict approach as unsupported by precedent, writing that if the Sherbert test were properly applied, the court would have put the burden on the IHSA to uphold safety without infringing on religious freedom, not the schools. American Jewish communities largely took it as a victory that the students were allowed to play with kippot on. The Supreme Court's later ruling in Employment Division v. Smith (1990) limited the reach of the Sherbert test, possibly making it inapplicable to cases like Menora.

Background

Case

According to halakha, the main body of Jewish law, Jewish men are required to wear a head-covering when they pray or when they say a blessing over food. The head-covering most commonly worn by Jewish men is known as a kippah (pl.kippot), but no law requires that the head-covering be a kippah. Throughout the early 20th century, religiously observant Jewish men in America usually only wore a kippah when the law required. By the 1950s and 1960s, however, the kippah had become a more widespread religious symbol, and they began to wear the distinctive head-coverings whenever possible, including in public.[1][2] The shift has been attributed to multiple causes, but the change itself signaled that Jews were adopting a more religious lifestyle and doing so openly, combining their Jewish and American identities. Some Orthodox Jewish schools shifted with the culture, requiring as an interpretation of halakha that students wear kippot as often as possible.[3]

February 1981 marked the start of that year's Illinois high school men's basketball tournament, to be contested by two rival Chicagoland Orthodox Jewish schools: Ida Crown Jewish Academy and the Yeshiva High School.[a] The Yeshiva was making its tournament debut, having beat Ida Crown for the first time ever in an otherwise lackluster pre-tournament season.[6] The tournament was governed by the Illinois High School Association (IHSA), a private organization that regulates sporting competition between all high schools in the U.S. state of Illinois. Nearly all high schools in the state, whether public or private, are members.[7]

For safety reasons, the IHSA's rules prohibited headgear from being worn on the court, with exceptions for some headbands and soft metal barettes.[8][9] Many other state leagues had the same rule, since it was derived from a model code published by the National Federation of State High School Associations (NFHS).[10] However, the students had been wearing kippot while playing basketball for years, fastening them with bobby pins[11] – the two schools played a cumulative total of 1,300 basketball games in the IHSA, all with kippot.[12] On the one occasion Ida Crown's students were told to take them off during play, Ida Crown forfeited the game.[13]

As the tournament approached, the IHSA held that kippot were barred by the rules and that players could not wear them; the IHSA also reached out to the NFHS, which agreed with the IHSA's interpretation.[8][10] The schools' administrators argued to the IHSA that kippot secured by bobby pins could be viewed as analogous to the allowed soft metal barrettes, and reiterated that wearing kippot was not optional under their interpretation of Jewish law.[8] The Yeshiva's first opponent, the top-seeded Harvard High School, also had no issue with students competing with kippot;[14] still, the IHSA did not relent.[8] Unwilling to play without kippot, students from the two Jewish schools sued the IHSA, along with their parents and the schools themselves; the lead plaintiff, Moshe Menora, was the parent of Sholom Menora, one of the Yeshiva's players.[15] The lawsuit claimed that their freedom of religion under the Free Exercise Clause was being violated.[16]

Free Exercise Clause

The First Amendment to the United States Constitution contains twin guarantees of religious freedom, the Establishment Clause and the Free Exercise Clause; together, they provide that "Congress shall make no law respecting the establishment of religion, nor prohibiting the free exercise thereof".[17] Historically, freedom of religion lawsuits brought by Jewish people relied mainly on the Establishment Clause, not the Free Exercise Clause. This was primarily because at a time when Jews were trying to blend in with American customs to ensure they were not othered, their perceived biggest threat was that those American customs might become Christianity. But as Orthodox Jews started practicing much more openly – expanding in number, embracing kippot as ubiquitous, and looking to receive government funding for Jewish day schools – they found that the Free Exercise Clause was more useful for their new direction. Menora, stemming from that change in Orthodox practice, was brought under the Free Exercise Clause.[18]

The Supreme Court ruled in 1940 that the Free Exercise Clause also applies to state governments under the Due Process Clause of the Fourteenth Amendment.[17] For much of the Supreme Court's history, it held that the government's interests justified restricting the freedom of religion, but that a law restricting the freedom of religion could still be struck down if it also violated some other constitutional right, like freedom of speech.[19] That changed with Sherbert v. Verner (1963), a Supreme Court case about a woman who was denied unemployment benefits because, not willing to work on Saturdays as a Seventh-Day Adventist, she refused some offers of work. The court ruled that the state had no compelling reason to force the woman to choose between her freedom of religion and public benefits.[20][21]

Sherbert was a significant expansion of the Free Exercise Clause's scope and power;[22] for the first time, the court laid out a balancing test based only on the Free Exercise Clause. To justify impeding the freedom of religion, the government would have to show that it had a compelling reason to do so, that the law it was enforcing was concretely connected to that reason, and that there was no less intrusive way to achieve its goals.[20][21] Sherbert was followed by several more decisions expanding religious liberty. In Wisconsin v. Yoder (1972), the court held that "only [government] interests of the highest order ... can over-balance legitimate claims to the free exercise of religion", and applied the Free Exercise Clause to government-run schools. In Thomas v. Review Board (1981), the court reiterated the balancing test created in Sherbert and held that a person's interpretation of their own religious obligations is protected under the Free Exercise Clause even if that interpretation is not widely shared by other adherents to the same religion.[22]

However, the Sherbert test leaves open several questions, like whether and how rigorously to question the sincerity of a plaintiff's beliefs, or whether factual evidence should be required to demonstrate that a law actually succeeds at furthering the government's interest. Lower courts split on how to handle those questions, causing inconsistent approaches across different courts.[23] Some people, interested in alternatives to the Sherbert test, argued for adapting a method developed by law professor Brainerd Currie for other areas of law, intended to resolve conflicts of laws. Called the false conflict approach, Currie advocated for trying to resolve conflicts of laws by rigorously defining the purposes and interests behind each law; in some cases, Currie argued, laying out the competing interests might reveal that there actually is no conflict between them, or that an approach can be found that easily satisfies both. Some legal scholars, one of whom published a note in the Yale Law Journal, have argued for extending this approach to Free Exercise cases.[24]

Court proceedings

District court

The students, parents, and schools, led by Moshe Menora and represented by attorneys for the American Jewish Congress,[25] sued the IHSA on the day the Yeshiva was scheduled to play against Harvard High School. The students petitioned the court for a temporary restraining order, arguing that enforcing the rule would violate their First Amendment rights.[26] The complaint largely took it as given that the kippah was one of the "traditional tenets of their religion", required to be worn at all times under Jewish law, a contention the IHSA never challenged.[27] The students wrote that the IHSA's ruling improperly forced them to compromise either their religious adherence or tournament participation.[16] They also disputed the effectiveness of the ruling, arguing that wearing kippot did not pose safety risks and that the IHSA's ruling was therefore both unnecessary and discriminatory.[28] The IHSA defended its holding as a reasonable safety measure, arguing that a player could slip on a kippah that fell off another player's head.[16] They also argued that, as a private organization, they should not be bound by First Amendment restrictions.[9][29]

That day, a hearing was held by Judge Milton Shadur in the District Court for the Northern District of Illinois. Shadur granted the restraining order at 4:30pm, allowing the students to compete in the match that began just four hours later.[30] The judge promised both sides that a hearing would happen Wednesday if the teams advanced in the playoffs,[31] but both teams were knocked out in the first round: the Yeshiva was flattened by Harvard, 99–54, and Ida Crown lost the next day to St. Gregory the Great High School, 79–51.[32]

Following the restraining order, Rabbi Oscar Z. Fasman of the Yeshiva lobbied the IHSA to add a permanent exception to their rule, citing the religious significance of kippot to Jews. This was unsuccessful, and the IHSA in fact strengthened their rule by removing the exception for soft barrettes. The IHSA also asked Shadur to recuse himself, citing his Judaism and a previous connection to the American Jewish Congress; he refused, viewing both the request and the IHSA's rule change negatively.[33][34]

In November 1981, the district court ruled in favor of the students, holding that the IHSA violated their First Amendment rights. Shadur ruled that the IHSA was bound by the First Amendment despite its status as a private organization, considering that the majority of its members were public schools and no other statewide basketball league existed in Illinois.[9][29] He stressed the religious importance of the kippah to the players, writing that their beliefs "stem from the ancient Talmud".[29] Shadur concluded that the IHSA was restricting the students' freedom of religion by forcing them to choose between their religion and playing basketball; in applying the Sherbert test, he found that the safety risks posed by kippot were "totally speculative", ruling that the IHSA therefore did not have a compelling state interest in regulating them.[35] The IHSA appealed the decision to the Seventh Circuit Court of Appeals.[25]

Appeals court

In June 1982, the Seventh Circuit Court of Appeals vacated the district court's judgement in a 2–1 decision,[36][37] holding that the court did not need to apply the Sherbert test because no conflict actually existed between the parties. Judge Richard Posner, writing for the majority, took the false conflict approach and first defined the interests of the parties: the IHSA's interest was in maximizing player safety, and the students' interest, he said, was the opportunity to play basketball in accordance with their religious beliefs. He concluded that the IHSA's interest in safety was reasonable and that, while the players' religious interests were also valid, they were only required by their religion to wear a head-covering; choosing a kippah, he said, was a matter of custom.[11][38]

Posner – reasoning that the court did not need to decide which interest was more important if an approach could be found that satisfied both parties – held that the students could satisfy the IHSA's safety interest and maintain their own religious beliefs by designing a head-covering with less risk of falling off of their heads during play. Without that step, he ruled, the plaintiffs had not actually proven that the IHSA was infringing their First Amendment rights. He remarked for the court that "we put the burden of proposing an alternative, more secure method of covering the head on the plaintiffs rather than on the defendants because the plaintiffs know so much about Jewish law". However, the judge warned, if the students successfully designed a more secure head-covering and the IHSA still refused to budge, the IHSA would be standing on "constitutional quicksand".[39]

Judge Richard Dickson Cudahy wrote a solo dissent that mostly agreed with the district court's analysis, underlining the harm done to students by not allowing them to practice their religion while playing basketball, effectively not allowing them to play at all. By forcing the students to make that choice, Cudahy wrote, "[the] IHSA's no-headwear rule has imposed a significant, albeit indirect, burden on religion".[40] Cudahy criticized the majority opinion's false conflict analysis, arguing that a conflict did exist because the IHSA refused to compromise on their headgear ban, regardless of how securely fastened the headgear was. He disagreed that the IHSA's safety concerns had merit compared to the harm to the students' religious freedoms, citing the district court analysis that the safety risks were only speculative. In that light, Cudahy wrote, the majority should have applied the Sherbert test and ordered the IHSA to revise its rules, instead of putting the burden on the students to design a new head-covering.[41]

The Seventh Circuit remanded the case back to the district court.[42] The students petitioned the Supreme Court to take the case,[43] but the petition was denied in January 1983, with Justices Harry Blackmun and Thurgood Marshall dissenting.[44]

Settlement in the district court

Posner's decision was a blow to the schools, but not a resounding victory for the IHSA, either; the ruling forced the IHSA to reach some kind of agreement with the schools, so they could not keep a complete head-covering ban. Lawyers for the schools, looking to avoid a situation where students might have to wear an absurd head-covering, told the IHSA that "according to our clients, Jewish law mandates the covering of the head for purposes of showing respect to God. It is our clients' sincerely held religious belief that requiring the students to wear bizarre headwear would violate Jewish law." No such provision exists in halakha, but by that time, the kippah had become a symbol of Orthodox Judaism to the wider American public, one that communicated continuous observance and identity, and Orthodox leaders felt that an unfamiliar head-covering would not carry that same weight.[45]

The schools hired a physicist to come up with a kippah that could be worn safely. They tested kippot with different materials, different conditions of the scalp, and different fasteners. They found that contour clips kept kippot in place much more effectively than bobby pins, and using contour clips would not be much of a change, as they were already somewhat in use. The IHSA agreed to allow kippot secured by contour clips, and in June 1983, Judge Shadur accepted the terms of the settlement, ending the case.[45]

Reaction, analysis, and impact

Legal scholars criticized Posner's false conflict approach, instead holding up Shadur and Cudahy's approach based on the Sherbert balancing test as a better interpretation of case law. Judith Mills, writing in the Wisconsin Law Review, and Dale E. Carpenter,[b] writing in the Indiana Law Journal, highlighted the similarities in the facts of the two cases: both involved a religious person being forced to choose between receiving a government benefit available to the public or freely exercising their religion. If the facts of the cases were similar, Mills argued, the Seventh Circuit should have applied the test developed by the Supreme Court for those facts.[46][47] Carpenter – along with Kurt Feuerschwenger in the DePaul Law Review – also argued that the false conflict approach could not even apply to this case because the IHSA had refused to make an exception for the students no matter how the kippot were attached, forcing a conflict.[47][48]

Mills and Carpenter both argued that Posner's approach incorrectly assessed the harm done to the students in terms of their participation in basketball, and not the burden on freedom of religion that made them unable to play. By ignoring the harm to the students' freedom of religion and giving more weight to the IHSA's safety claim, they wrote, the court reached the wrong answer. They also argued that the court made a mistake in putting the burden on the students, rather than the IHSA, to resolve the conflict; correctly applying the Sherbert test, they said, would force the IHSA to uphold safety in a way that burdens freedom of religion as little as possible.[49][50]

Feuerschwenger acknowledged that the Sherbert test was difficult to apply, relying on a subjective weighing of religious and state interests. However, he argued that even in trying to avoid the Sherbert test, the Seventh Circuit still weighed the competing interests in its decision. He wrote that Posner, by upholding the IHSA's safety claim as not completely unreasonable and making the students' claims primarily about basketball, still engaged in comparing the two interests, failing to avoid the complexity and confusion that the Sherbert balancing test had been criticized for.[51] Posner's test, he argued, also made it too easy for the state to justify its laws, requiring only a "rational relation" and only considering the law's purpose, rather than its actual reach.[12] Feuerschwenger instead proposed applying the strict scrutiny test used for the Equal Protection Clause, which only looks at the merits of the legislation rather than weighing it against the religious claim. He also suggested making the government prove that the legislation it is defending accomplishes its stated goals.[52]

Feuerschwenger and Mills also criticized the court for seemingly giving less protection to the students' beliefs by concluding that, because halakha only requires a head-covering, the students have no religious interest in wearing kippot specifically; they argued that under the Supreme Court's ruling in Thomas v. Review Board, a sincerely held belief should have First Amendment protection regardless of whether it is a part of established doctrine or a custom.[53][54]

Other reactions and impact

Menora was watched with interest in the press, with articles covering the case published in the Chicago Tribune and The New York Times.[55] For American Jewry at large, the eventual settlement of the case in their favor was hailed as a victory for their freedom of religion; the American Jewish Congress declared victory and earned praise for its legal advocacy. For Orthodox Jews, the settlement affirmed the central role of the kippah as a symbol of their public-facing identity and observance. Zev Eleff, in his book Authentically Orthodox: A Tradition-Bound Faith in American Life, related an anecdote from fall of 1983, when the Yeshiva's varsity basketball team was beginning preseason practice. One student – only vaguely aware of the Menora case – accidentally dropped his small kippah and, in the interest of efficiency, kicked it under the bleachers. Surprisingly for him, the coach loudly ordered him to stop playing and pick it back up, musing, "if you only knew the trouble we went through to make sure you could play basketball with your head covered".[56] As of 2024, the IHSA's rulebook still has a religious exemption to its no-headgear rule.[57]

The Supreme Court weakened the Sherbert test in 1990, ruling in Employment Division v. Smith that the test does not apply to generally applicable laws that do not single out religious conduct.[58] Scott Idleman wrote in the Marquette Sports Law Review that Smith would most likely have undercut Sherbert's applicability to the case; however, he also argued that since public headwear is expressive conduct, the plaintiffs could pair the freedoms of religion and speech to make a combined claim under pre-Sherbert case law. If that failed, the students would have had to show that the headgear ban failed rational basis review, which Idleman wrote would be "a difficult task indeed".[59] As of 2013, Menora v. Illinois High School Association remains the only case heard in a federal appellate court on the topic of religious headwear in schools.[60]

Notes and references

Notes

  1. ^ Yeshiva High School was renamed "Fasman Yeshiva High School" in 1981 after Rabbi Oscar Z. Fasman; it is a division of Hebrew Theological College in Skokie, Illinois,[4] named as a plaintiff along with Ida Crown.[5] Chicago Tribune 1981b and Eleff 2020 both refer to the school as "the Yeshiva High School"; this article retains that usage for consistency throughout.
  2. ^ Not to be confused with Dale Carpenter.

Citations

  1. ^ Eleff 2020, pp. 63–65.
  2. ^ Feuerschwenger 1983, pp. 446, fn. 80.
  3. ^ Eleff 2020, pp. 65–66.
  4. ^ Hebrew Theological College.
  5. ^ Menora, 683 F.2d at 1030.
  6. ^ Eleff 2020, pp. 62, 73, 75.
  7. ^ Feuerschwenger 1983, p. 444.
  8. ^ a b c d Eleff 2020, pp. 73–74.
  9. ^ a b c Nemani 2013, p. 67.
  10. ^ a b Hensley 2024, p. 36.
  11. ^ a b Carpenter 1988, p. 610.
  12. ^ a b Feuerschwenger 1983, p. 450.
  13. ^ Eleff 2020, p. 75.
  14. ^ Eleff 2020, p. 62.
  15. ^ Evansville Press 1981; Chicago Tribune 1981b; Eleff 2020, p. 67; Menora, 527 F. Supp. at 638.
  16. ^ a b c Feuerschwenger 1983, pp. 444–445.
  17. ^ a b Mills 1983, pp. 1489, fn. 16, quoting U.S. Const. amend. I.; Cantwell v. Connecticut, 310 U.S. 296 (1940).
  18. ^ Eleff 2020, pp. 69–72.
  19. ^ Feuerschwenger 1983, fn. 22.
  20. ^ a b Feuerschwenger 1983, p. 437–438, fn. 22.
  21. ^ a b Mills 1983, pp. 1489–1490.
  22. ^ a b Feuerschwenger 1983, pp. 438–439; Mills 1983, pp. 1490–1491. Quoting Yoder at 215.
  23. ^ Feuerschwenger 1983, pp. 441–442.
  24. ^ Feuerschwenger 1983, p. 443, fn. 51; Carpenter 1988, fn. 65. See Yale Law Journal 1980.
  25. ^ a b Wisconsin Jewish Chronicle 1982.
  26. ^ Eleff 2020, pp. 74–75.
  27. ^ Eleff 2020, p. 67.
  28. ^ Eleff 2020, p. 74.
  29. ^ a b c Eleff 2020, p. 77.
  30. ^ Dikowski 1981.
  31. ^ Chicago Tribune 1981a.
  32. ^ Eleff 2020, p. 77; Evansville Press 1981; Chicago Tribune 1981b.
  33. ^ Eleff 2020, pp. 75–77.
  34. ^ Chicago Tribune 1981b.
  35. ^ Feuerschwenger 1983, p. 445.
  36. ^ Mills 1983, p. 1487.
  37. ^ Eleff 2020, p. 78.
  38. ^ Feuerschwenger 1983, pp. 445–446.
  39. ^ Feuerschwenger 1983, pp. 445–446; Carpenter 1988, p. 610. Quoting Menora, 683 F.2d at 1035.
  40. ^ Mills 1983, pp. 1492–1493. Quoting Menora, 683 F.2d at 1037 (Cudahy, J., dissenting).
  41. ^ Mills 1983, pp. 1496–1497, 1500, fn. 7.
  42. ^ Mills 1983, fn. 76.
  43. ^ Respondents' Brief in Opposition, 1982 WL 1045478 (U.S. December 17, 1982); Petitioners' Reply Brief, 1983 WL 961983 (U.S. January 3, 1983).
  44. ^ The Dispatch 1983.
  45. ^ a b Eleff 2020, p. 79.
  46. ^ Mills 1983, p. 1493.
  47. ^ a b Carpenter 1988, p. 611.
  48. ^ Feuerschwenger 1983, pp. 451–452.
  49. ^ Carpenter 1988, pp. 611–612.
  50. ^ Mills 1983, pp. 1494, 1499.
  51. ^ Feuerschwenger 1983, pp. 446–447.
  52. ^ Feuerschwenger 1983, pp. 453–454.
  53. ^ Feuerschwenger 1983, pp. 448–449.
  54. ^ Mills 1983, pp. 1495–1496.
  55. ^ Eleff 2020, p. 72; see Chicago Tribune 1981a and Rogers 1981.
  56. ^ Eleff 2020, p. 80.
  57. ^ Hensley 2024, p. 37.
  58. ^ Idleman 2001, pp. 306–307.
  59. ^ Idleman 2001, pp. 334–335.
  60. ^ Nemani 2013, fn. 101.

Academic sources

News sources

Other sources

Further reading

Source texts

  • Text of Menora v. Illinois High School Association, 527 F. Supp. 637 (N.D. Ill. 1981) is available from: Justia
  • Text of Menora v. Illinois High School Association, 683 F.2d 1030 (7th Cir. 1982) is available from: Justia

Academic texts

  • "Religious exemptions under the Free Exercise Clause: A model of competing authorities". Yale Law Journal. 90: 350. 1980.
  • Zimmer, Eric (1992). "Men's headcoverings: The metamorphosis of this practice". In Schachter, Jacob J. (ed.). Reverence, Righteousness, and Rahamanut: Essays in Memory of Rabbi Dr. Leo Jung. Bloomsbury Academic. ISBN 978-0-87-668591-4.
  • Domnarski, William (2016). Richard Posner. Oxford University Press. pp. 59–95. ISBN 978-0-19-933231-1.