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The Ministerial Exception for Religion Discrimination Claims

I gen­er­al­ly addressed reli­gion dis­crim­i­na­tion claims in a sep­a­rate arti­cle today. This par­ti­cle address­es a very impor­tant aspect of those types of cas­es, the “min­is­te­r­i­al excep­tion” which effec­tive­ly pre­cludes claims of dis­crim­i­na­tion against reli­gious orga­ni­za­tions where the role of the plain­tiff involves “min­is­te­r­i­al duties”. More about what that means below.

What is the ministerial exception?

The min­is­te­r­i­al excep­tion is a judi­cial­ly cre­at­ed doc­trine under U.S. law that exempts cer­tain employ­ment deci­sions made by reli­gious orga­ni­za­tions from scruti­ny under employ­ment dis­crim­i­na­tion statutes. Root­ed in the First Amendment’s guar­an­tees of the free exer­cise of reli­gion and the pro­hi­bi­tion against gov­ern­men­tal estab­lish­ment of reli­gion, the min­is­te­r­i­al excep­tion rec­og­nizes that reli­gious insti­tu­tions have a con­sti­tu­tion­al right to choose their min­is­ters with­out gov­ern­ment interference.

In essence, the doc­trine pre­vents courts from adju­di­cat­ing claims that would require them to eval­u­ate the qual­i­fi­ca­tions of reli­gious lead­ers, the duties they per­form, or the valid­i­ty of reli­gious doc­trines. As a result, when an employee’s role with­in a reli­gious orga­ni­za­tion is deemed to be min­is­te­r­i­al, courts gen­er­al­ly decline to apply employ­ment dis­crim­i­na­tion laws—such as Title VII of the Civ­il Rights Act of 1964, the Amer­i­cans with Dis­abil­i­ties Act (ADA), or the Age Dis­crim­i­na­tion in Employ­ment Act (ADEA)—to dis­putes over that individual’s employment.

The trigger for application of the exception: the plaintiff has “ministerial” duties

The key ques­tion in deter­min­ing whether the min­is­te­r­i­al excep­tion applies often revolves around whether the plain­tiff employ­ee per­forms min­is­te­r­i­al duties. Although there is no bright-line test, courts con­sid­er sev­er­al fac­tors, including:

1. The employee’s title or for­mal des­ig­na­tion. Does the orga­ni­za­tion clas­si­fy the employ­ee as a min­is­ter or a reli­gious leader?

2. The employee’s job respon­si­bil­i­ties. Does the employ­ee per­form func­tions cen­tral to the reli­gious mis­sion, such as con­duct­ing wor­ship ser­vices, pro­vid­ing reli­gious instruc­tion, lead­ing prayer, or oth­er­wise con­vey­ing the organization’s faith?

3. The employee’s reli­gious train­ing or cre­den­tials. Has the indi­vid­ual under­gone sig­nif­i­cant reli­gious edu­ca­tion or received ordination?

4. The organization’s per­cep­tion of the employee’s role. Does the employ­er regard the indi­vid­ual as a spir­i­tu­al leader or key fig­ure in advanc­ing the reli­gious mission?

The U.S. Supreme Court’s deci­sion in Hosan­na-Tabor Evan­gel­i­cal Luther­an Church and School v. EEOC, 565 U.S. 171 (2012), estab­lished the foun­da­tion­al frame­work for apply­ing the min­is­te­r­i­al excep­tion. In that case, the Court held that a reli­gious school’s “called” teacher, who had reli­gious train­ing, held a for­mal title as a min­is­ter, and per­formed reli­gious func­tions, was a min­is­te­r­i­al employ­ee. As a result, her employ­ment dis­crim­i­na­tion claims were barred by the min­is­te­r­i­al exception.

Lat­er, in Our Lady of Guadalupe School v. Mor­ris­sey-Berru, 591 U.S. __ (2020), the Court fur­ther clar­i­fied that the min­is­te­r­i­al excep­tion is not con­fined to those for­mal­ly ordained or labeled as min­is­ters. Instead, the crit­i­cal inquiry is whether the employee’s role involves car­ry­ing out the organization’s reli­gious mis­sion and trans­mit­ting its faith. Even lay teach­ers at reli­gious schools, for exam­ple, may fall under the min­is­te­r­i­al excep­tion if their duties include reli­gious instruc­tion or par­tic­i­pa­tion in reli­gious ceremonies.

In sum, if an employee’s duties are con­sid­ered ministerial—meaning they play a vital role in the reli­gious organization’s spir­i­tu­al lead­er­ship or faith instruction—employment dis­crim­i­na­tion laws typ­i­cal­ly will not apply. How­ev­er, if the employee’s work is more sec­u­lar in nature or unre­lat­ed to the faith’s cen­tral mis­sion, the min­is­te­r­i­al excep­tion may not shield the employ­er from claims of discrimination.

The focus is mostly on the ministerial duties of the plaintiff employee, not so much on the employee who is accused of misconduct

In apply­ing the min­is­te­r­i­al excep­tion under U.S. law, the focus is not sole­ly on the con­duct of the accused per­son with min­is­te­r­i­al func­tions but also extends to whether the plain­tiff held a min­is­te­r­i­al role. The min­is­te­r­i­al excep­tion, ground­ed in the First Amend­men­t’s pro­tec­tion of reli­gious auton­o­my, bars courts from adju­di­cat­ing employ­ment dis­putes between reli­gious insti­tu­tions and employ­ees who qual­i­fy as “min­is­ters.” The deter­mi­na­tion hinges on the roles and func­tions of the indi­vid­u­als involved, not mere­ly the alleged conduct.

The U.S. Supreme Court has clar­i­fied this in key cas­es. In Hosan­na-Tabor Evan­gel­i­cal Luther­an Church & Sch. v. EEOC, 565 U.S. 171 (2012), the Court estab­lished that the excep­tion applies to employ­ees who per­form reli­gious func­tions, focus­ing on the plain­tiff’s role rather than just the employ­er’s actions. Cheryl Perich, the plain­tiff, was a “called” teacher with sig­nif­i­cant reli­gious duties, includ­ing teach­ing reli­gion and lead­ing prayers. The Court held that her sta­tus as a min­is­ter pre­clud­ed her dis­crim­i­na­tion claim, empha­siz­ing her job respon­si­bil­i­ties over the specifics of the church’s con­duct. See id. at 190–92.

This prin­ci­ple was reaf­firmed in Our Lady of Guadalupe Sch. v. Mor­ris­sey-Berru, 140 S. Ct. 2049 (2020). The Court ruled that two Catholic school teach­ers, Agnes Mor­ris­sey-Berru and Kris­ten Biel, fell under the min­is­te­r­i­al excep­tion because they per­formed vital reli­gious duties, such as teach­ing reli­gion and par­tic­i­pat­ing in wor­ship, even with­out for­mal titles or exten­sive train­ing. The focus was on their roles with­in the reli­gious insti­tu­tion, not sole­ly the schools’ alleged dis­crim­i­na­to­ry actions. See id. at 2066–67. The Court not­ed that “when a school with a reli­gious mis­sion entrusts a teacher with the respon­si­bil­i­ty of edu­cat­ing and form­ing stu­dents in the faith, judi­cial inter­ven­tion in dis­putes between the school and the teacher threat­ens the school’s inde­pen­dence.” Id. at 2066.

Low­er courts have con­sis­tent­ly inter­pret­ed these prece­dents to mean that the min­is­te­r­i­al excep­tion’s appli­ca­tion depends on the plain­tiff’s sta­tus as a min­is­ter, not just the con­duct of the defen­dant. For exam­ple, in Fratel­lo v. Arch­dio­cese of N.Y., 863 F.3d 190, 204–05 (2d Cir. 2017), the Sec­ond Cir­cuit applied the excep­tion to a prin­ci­pal of a Catholic school, focus­ing on her role in reli­gious edu­ca­tion and lead­er­ship, not mere­ly the arch­dio­ce­se’s actions.

Thus, for the min­is­te­r­i­al excep­tion to apply, courts assess whether the plain­tiff had a min­is­te­r­i­al role—typically defined by duties involv­ing reli­gious instruc­tion, wor­ship, or leadership—rather than lim­it­ing the inquiry to the con­duct of the accused reli­gious enti­ty. The excep­tion pro­tects the auton­o­my of reli­gious orga­ni­za­tions in employ­ment mat­ters involv­ing such per­son­nel, irre­spec­tive of the spe­cif­ic claims.

Drew M. Capuder
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