Doe v. Santa Fe Indep Sch

Revised March 17, 1999 IN THE UNITED STATES COURT OF APPEALS FOR THE FIFTH CIRCUIT _____________________ No. 97-40150 _____________________ JANE DOE, Individually and as next of friend for her minor children, Jane and John Doe, Minor Children; JANE DOE #2, Individually and as next of friend for her minor child, John Doe, Minor Child, and John Doe, Individually, Plaintiffs-Appellees-Cross Appellants, versus SANTA FE INDEPENDENT SCHOOL DISTRICT, ET AL., Defendants, SANTA FE INDEPENDENT SCHOOL DISTRICT, Defendant-Appellant-Cross Appellee. _________________________________________________________________ Appeals from the United States District Court for the Southern District of Texas _________________________________________________________________ February 26, 1999 Before JOLLY, WIENER, and STEWART, Circuit Judges. WIENER, JR., Circuit Judge: In Jones v. Clear Creek Independent School District, 977 F.2d 963 (5th Cir. 1992) (Clear Creek II), we declared Clear Creek’s policy of allowing a student-selected, student-given, nonsectarian, nonproselytizing invocation and benediction at high school graduations (“Clear Creek Prayer Policy”) not violative of the Establishment Clause of the First Amendment to the United States Constitution. The primary questions posed by this case are: (1) whether the constitutionality of a Clear Creek Prayer Policy depends on its “nonsectarian, nonproselytizing,” features, and (2) whether the venue of a Clear Creek Prayer Policy may be extended to high school football games without violating the applicable provisions of the Constitution of the United States. For the reasons that follow, we hold that (1) a public school prayer policy that, unlike a Clear Creek Prayer Policy, permits sectarian, proselytizing benedictions and invocations cannot pass constitutional muster, and (2) extending a Clear Creek Prayer Policy to cover messages delivered before a high school football games violates the Constitution even if such a policy includes the “nonsectarian, nonproselytizing” restrictions. I FACTS AND PROCEEDINGS Santa Fe Independent School District (“SFISD”) is a political subdivision of the State of Texas, and is governed by an elected, seven-person Board of Trustees. As its name suggests, SFISD is responsible for overseeing the public educational programs and facilities of a small community in south Texas. In performing this role, SFISD supervises over 4,000 students each of whom attends one of five schools —— two primary schools, one intermediate school, one junior high school, and one high school. The plaintiffs in this action (the “Does”) are several children currently or formerly 2 enrolled in SFISD schools and their parents. In light of the sensitive nature of the action, they have been allowed to proceed anonymously.1 For some time prior to the onset of this litigation, the Does believed that SFISD was pursuing policies that were in contravention of the Establishment Clause. The evidence that the Does were able to accumulate covered a wide variety of disturbing incidents and practices, but for purposes of illustration we focus on the following two items.2 First, in April 1993, while plaintiff Jane Doe II was attending her seventh grade Texas History class, her teacher, David Wilson, handed out fliers advertising a Baptist religious revival. Jane Doe II asked if non-Baptists were invited to attend, prompting Wilson to inquire about her religious affiliation. On hearing that she was an adherent of the Church of Jesus Christ of Latter Day Saints (Mormon), Wilson launched into a diatribe about the non- 1 A decision, we might add, that many SFISD officials apparently neither agreed with nor particularly respected. Attempts by SFISD administrators, teachers, and other employees “overtly or covertly to ferret out the identities of the Plaintiffs . . . by means of bogus petitions, questionnaires, individual interrogation, or downright ‘snooping’” eventually prompted the district court to threaten to visit upon them “THE HARSHEST POSSIBLE CONTEMPT SANCTIONS” and/or “CRIMINAL LIABILITY” (emphasis in original) if they did not cease their investigations. 2 Our recitation of the evidence, including the pseudonyms used for specific anonymous plaintiffs, is taken principally from the joint stipulations of the parties. References to “SFISD” include the Board of Trustees, the superintendent, and other responsible administrative officials as appropriate. 3 Christian, cult-like nature of Mormonism, and its general evils. Wilson’s comments inspired further discussion among Jane Doe II’s classmates, some of whom reportedly noted that “[h]e sure does make it sound evil,” and “[g]ee, . . . it’s kind of like the KKK, isn’t it?” Jane Doe II was understandably upset by this incident, and two days later, her mother, Jane Doe I, complained to SFISD. Because Wilson’s actions were concededly contrary to written SFISD policies barring the distribution of religious literature in class or the verbal abuse of any student, he was given a written reprimand and directed to apologize to the Does and to his class. Second, and of greatest significance to this case, for an undisclosed period of time leading up to and including the 1992-93 and 1993-94 school years, SFISD allowed students to read overtly Christian prayers from the stage at graduation ceremonies and over the public address system at home football games.3 The prayers 3 For example: 1994 Graduation Invocation Please bow your heads. Dear heavenly Father: Thank you for allowing us to gather here safely. We thank you for the wonderful year you have allowed us to spend together as students of Santa Fe. We thank you for our teachers who have devoted many hours to each of us. Thank you Lord for our parents and may each one receive a special blessing. We pray also for a blessing and guidance as each student moves forward in the future. Lord, bless this ceremony and give us all a safe journey home. In Jesus’s name we pray. 1994 Graduation Benediction Our most gracious heavenly Father: We thank you for 4 were delivered as “invocations” or “benedictions” for these events, and typically were given by officers of the student council.4 Of course, SFISD maintained complete control over the programs and facilities during the reading of the prayers, including the ability to mute the microphone or remove the speaker. Furthermore, the bringing us to this, our graduation. We ask you to be with us as we start a new beginning to our lives. Father: We express our gratitude to all that have helped us over the past three years. Especially do we thank our parents, teachers, and friends who encouraged us, counseled us, and always extended a helping hand when needed. Please see us safely through this night and the tomorrows of our lives. In Jesus’s name, Amen. The record contains no examples of the football game prayers, but we may assume for purposes of this opinion that they were similar in content. As a bit of further background, it is interesting to note that the closing paragraph of the salutatory address at the 1994 graduation was actually more proselytizing than the invocation and benediction: . . . There is only one thing which we as Christians can truly rely [on]: the faithfulness and strength of a loving God. It is now that each of us must stand on a solid rock of Jesus Christ, stand up for those things on which we believe. Even if it is alone that we must stand. We, having done all, must continue to stand in faith remembering that Christ would have suffered and died for only one of us. So we begin the journey of life, not a life of mediocrity and compromise, but the possible life which Christ has promised, a life of abundance and joy, being confident of this very thing, that he who has begun a good work in you will complete it until the day of Jesus Christ. Thank You. 4 In the case of the football games, the prayers were given by the student council “chaplain,” a position created by the student- written constitution and elected by students. It appears that at graduation the student council president customarily gave the invocation, and the secretary customarily gave the benediction. 5 text of the graduation invocations and benedictions was screened by SFISD for content prior to the ceremony. With regard to the football games, it is undisputed that no written policy governing the invocations existed prior to the onset of litigation in this case. With regard to graduation, SFISD did draft a written policy the “June Policy”), but only in time for the 1994 ceremony. It read as follows: The Board shall not permit clergymen to deliver invocations or benedictions at promotional and graduation ceremonies for secondary schools; nor shall school officials direct the performance of a formal religious exercise at such ceremonies. Lee et al. v. Weisman, 112 S.Ct. 2649 (1992) [See also EMI] Dated June 17, 1993 After the 1994 graduation ceremony, but before the onset of the instant litigation, SFISD amended its graduation policy (the “October Policy”) to reflect more closely its interpretation of our decision in Clear Creek II: The Board shall not permit clergymen to deliver invocations or benedictions at promotional and graduation ceremonies for secondary schools; nor shall school officials direct the performance of a formal religious exercise at such ceremonies. Lee et al. v. Weisman, 112 S.Ct. 2649 (1992) [See also EMI (LEGAL)] The Board may permit the graduating senior class(es), with the advice and counsel of the senior class sponsor, to elect to choose student volunteers to deliver nonsectarian, nonproselytizing invocations and benedictions for the purpose of solemnizing their graduation ceremonies. Jones v. Clear Creek ISD, 977 F.2d 963 (5th Cir. 1992), cert. denied, 113 S.Ct. 2950 (1993). Dated October 20, 1994 6 In April 1995, the Does filed suit against SFISD in the Federal District Court for the Southern District of Texas.5 Citing the instances described above and others, they alleged that SFISD maintains policies and practices in violation of the Establishment Clause. They demanded prospective injunctive and declaratory relief in addition to money damages under 42 U.S.C. § 1983. In the following month, acting in response to the Does’ motion for a temporary restraining order regarding the imminent 1995 graduation ceremonies, the district court ruled that, consistent with SFISD’s October Policy and our decision in Clear Creek II, student-selected, student-given, nonsectarian, nonproselytizing invocations and benedictions would be permitted, and that such invocations and benedictions could take the form of a “nondenominational prayer.” Although cautioning that SFISD should play no role in selecting the students or scrutinizing and approving the content of the invocations and benedictions, the district court went on to note gratuitously that “generic prayers to the ‘Almighty’, or to ‘God’, or to ‘Our Heavenly Father (or Mother)’, or the like, will of course be permitted. Reference to any particular deity, by name, such as Mohammed, Jesus, Buddha, or the like, will likewise be permitted, as long as the general thrust of the prayer is non-proselytizing, as required by [Clear Creek 5 The Does also sued several members of SFISD’s Board of Trustees and administrators in their individual capacities, but all of these defendants were dismissed in the early stages of the case. 7 II].”6 In anticipation of addressing the central issues of the case, the trial court also admonished that SFISD would in due course be directed to clarify a number of its Establishment Clause policies, and, in particular, “to establish or to clarify existing policies to deal with either banning all prayer, or firmly establishing reasonable guidelines to allow nonsectarian and non- proselytizing prayer at all relevant school functions.” As an initial and, by its own admission, “emergency” response to the court’s order, prior to the 1995 graduation, SFISD made a few changes (the “May Policy”) to its pre-litigation October Policy: The Board has chosen to permit the graduating senior class, with the advice and counsel of the senior class principal or designee, to elect by secret ballot to choose whether an invocation and benediction shall be a part of the graduation exercise. If so chosen the class shall elect by secret ballot, from a list of student volunteers, students to deliver nonsectarian, nonproselytizing invocations and benedictions for the purpose of solemnizing their graduation ceremonies. Jones v. Clear Creek ISD, 977 F.2d 963 (5th Cir. 1992) cert. denied 113 S.Ct. 2950 (1993). Dated May 23, 1995 By July, SFISD apparently had a chance to conduct a more thorough review of its fundamental position on graduation invocations and benedictions. At this point, the May Policy was superseded by a new and, for purposes of this appeal, final version (the “July Policy”): 6 Emphasis added. 8 The Board has chosen to permit the graduating senior class, with the advice and counsel of the senior class principal or designee, to elect by secret ballot to choose whether an invocation and benediction shall be a part of the graduation exercise. If so chosen, the class shall elect by secret ballot, from a list of student volunteers, students to deliver invocations and benedictions for the purpose of solemnizing their graduation ceremonies. If the District is enjoined by court order from the enforcement of this policy, then and only then will the following policy automatically become the applicable policy of the school district. The Board has chosen to permit the graduating senior class, with the advice and counsel of the senior class principal or designee, to elect by secret ballot to choose whether an invocation and benediction shall be a part of the graduation exercise. If so chosen, the class shall elect by secret ballot, from a list of student volunteers, students to deliver nonsectarian, nonproselytizing invocations and benedictions for the purpose of solemnizing their graduation ceremonies. Dated July 24, 1995 As SFISD readily admits, the fact that the initial paragraph of this final graduation prayer policy intentionally removes the words “nonsectarian, nonproselytizing” constitutes an additional and very substantial deviation from both Clear Creek II and SFISD’s October and May Policies. Indeed, it is this deviation that ultimately forms the core of the issues before us today. Less than two weeks later, the district court made good on its earlier suggestion and formally ordered SFISD “to finalize a unified 1st Amendment religion/expression policy addressing all issues with options in content clearly set out” by October 13. The court also directed both parties to prepare and submit stipulations of fact by the same date. 9 In October 1995, SFISD for the first time adopted a written policy to address football game invocations. Its provisions were essentially identical to those of the July Policy on graduations. The football game prayer policy (“Football Policy”) provides for a student-selected, student-given “brief invocation and/or message to be delivered during the pre-game ceremonies of home varsity football games to solemnize the event, to promote good sportsmanship and student safety, and to establish the appropriate environment for the competition.” As with the July Policy on graduation, the Football Policy was to provide no further guidance as to content (i.e., no “nonsectarian, nonproselytizing” limitation) unless SFISD should be “enjoined by a court order” to do so. “Then and only then” was an alternate policy containing a “nonsectarian, nonproselytizing” content limitation to take effect automatically. On the preordained date, SFISD submitted the July Policy and the Football Policy for the court’s consideration. Pursuant to a supplemental court order, the Does and SFISD eventually submitted 131 joint stipulations of fact. In February 1996, SFISD filed a motion for summary judgment on the basis that no evidence supported the conclusion that the school district currently or formerly sanctioned a policy or practice in violation of the Establishment Clause. The Does responded to this motion, but did not file a counter motion for summary judgment. Early in June 1996, the district court issued a broad preliminary ruling addressing many of the issues in the case. 10 Beginning with SFISD’s liability for past practices, the court denied the school district’s pending motion for summary judgment and instead granted summary judgment, sua sponte, in favor of the Does. Analyzing the question under the three parallel Establishment Clause tests applied by this court in Clear Creek II, 977 F.2d at 966-72, and Ingebretsen v. Jackson Public School District, 88 F.3d 274, 278-79 (5th Cir.), cert. denied sub nom. Moore v. Ingebretsen, __ U.S. __, 117 S.Ct. 388 (1996), the district court found that many of the incidents identified by the Does constituted impermissible coercion, endorsement, or purposeful advancement of religion by the State, and that SFISD could be fairly charged with having had de facto policies favoring the incidents because they “occurred amidst the School District’s repeated tolerance of similar activities and oftentimes with [its] awareness and explicit approval.” In reaching this conclusion, the court noted that it relied on such of the Does’ factual averments as had been acquiesced in by SFISD in addition to those identified in the joint stipulations, but that the court would afford SFISD a limited opportunity to object to the liability finding at the subsequent trial on damages, which the court tentatively scheduled for mid-July 1996. In addressing the question of prospective injunctive relief from current policies, the district court decided to grant SFISD’s motion for summary judgment on that point. It ruled that, whatever may have happened in the past, SFISD had abandoned any potentially 11 problematic policies other than those concerning invocations and benedictions at graduations and football games. As to these policies, the court noted that they were essentially identical to the policies upheld by this Court in Clear Creek II, “except for the crucial distinction that the School District’s [primary] policies do not require that any prayers delivered be nonsectarian and non-proselytizing.” Because it read Clear Creek II as mandating this additional limitation, the court held that the initial paragraph of SFISD’s July Policy and Football Policy constitutionally deficient. As each policy also contained an alternative provision that was fully consistent with Clear Creek II, and was specified to clutch in automatically if the court were to find the basic policy constitutionally lacking, however, the court ultimately concluded that injunctive relief would not be appropriate; the court could simply “order” SFISD to implement the fall-back provisions of the July Policy and the Football Policy. The court therefore denied the Does’ request for injunctive relief of any kind. In December 1996, following a two-day trial on damages, the district court entered its final judgment. Citing Collins v. City of Harker Heights, 503 U.S. 115, 120-21 (1992), and Bennett v. City of Slidell, 728 F.2d 762, 768 (5th Cir. 1984), the court held that imputed liability is not cognizable under § 1983, and that the Does had to prove more than the occurrence of isolated incidents to demonstrate that SFISD maintained an unconstitutional policy or 12 custom for which it could be held liable in money damages under that statute. Reversing an unclear portion of its earlier ruling, the court found that each of the incidents for which the Does claimed actual, compensable harm, particularly the David Wilson “Mormon” matter, were nothing more than isolated occurrences, and were not attributable to a policy or custom of SFISD. The court further ruled, in the alternative, that, even if the claimed incidents could be attributed to SFISD policies, the Does had failed to prove any actual, compensable harm. The court concluded by entering a take-nothing judgment against the Does. Because it also concluded that the Does were unsuccessful as to every major issue in the litigation, the court ruled that they were not prevailing parties and denied their motion for attorney’s fees under 42 U.S.C. § 1988. The court stated in the alternative that, even if the Does were technically prevailing parties, it would nonetheless deny them attorney’s fees as an exercise of discretion, given that their success had been so limited and that they had protracted the litigation unnecessarily by insisting on going to trial on their damage claims. From this final judgment, both SFISD and the Does timely appealed. In its appeal, SFISD primarily challenges the district court’s determination that a Clear Creek Prayer Policy must require that prayers or statements be “nonsectarian, nonproselytizing” to be constitutional. Should we be inclined to reverse the district court as to the denial of damages and attorney’s fees, however, 13 then SFISD also challenges the finding of liability for past Establishment Clause violations, claiming both procedural and substantive errors on the part of the district court. In their appeal, the Does argue that the district court erred in (1) defining “nonsectarian, nonproselytizing” to permit reference to particular deities; (2) allowing SFISD to extend a Clear Creek Prayer Policy to football games; (3) denying injunctive relief; and (4) refusing to award attorney’s fees. One plaintiff, referred to above as Jane Doe II, also appeals the denial of damages for the David Wilson “Mormon” incident. II ANALYSIS We begin with SFISD’s primary argument that a Clear Creek Prayer Policy need not include the “nonsectarian, nonproselytizing” requirements to be constitutional. SFISD rests this argument on two complementary contentions: (A) the nonsectarian, nonproselytizing restrictions of Clear Creek II were irrelevant to the court’s Establishment Clause holding; and (B) SFISD, in its July Policy, has created a limited public forum and, therefore, not only need not, but lawfully cannot, restrict the student speakers to nonsectarian, nonproselytizing invocations and benedictions, as such restrictions would constitute impermissible viewpoint discrimination under the Free Speech Clause.7 7 Although for the sake of simplicity and clarity we address SFISD’s arguments only as they relate to graduation ceremonies, our analysis applies with equal, if not greater, force to the Football 14 A. The Establishment Clause In beginning our analysis, it is well to note that our role is necessarily limited to elucidating our prior precedent in the light of its context and such subsequent clarifications as the Supreme Court has announced. See Hogue v. Johnson, 131 F.3d 466, 491 (5th Cir. 1997) (“One panel of this Court may not overrule another [absent an intervening decision to the contrary by the Supreme Court or the en banc court . . .].”), cert. denied, __ U.S. __, 118 S. Ct. 1297 (1998). The initial question may therefore be conveniently summarized by reviewing the holdings of Clear Creek II and its Supreme Court predecessor, Lee. By way of background, however, we first set forth the Supreme Court’s three Establishment Clause tests. 1. Three Supreme Court Tests As we have often observed, Establishment Clause jurisprudence is less than pellucid. We examine practices challenged on Establishment Clause grounds under three complementary (and occasionally overlapping) tests established by the Supreme Court. Clear Creek II, 977 F.2d at 963; Ingebretsen, 88 F.3d at 278. a. The Lemon Test The first test, and the one of the longest pedigree, is the disjunctive three-part Lemon test, under which a government practice is unconstitutional if (1) it lacks a secular purpose; (2) Policy as well. 15 its primary effect either advances or inhibits religion; or (3) it excessively entangles government with religion. Lemon v. Kurtzman, 403 U.S. 602, 612-13 (1971). b. The Coercion Test The second test, which the Court announced in Lee v. Weisman, 505 U.S. 577 (1992) (invalidating school district’s policy permitting school principals to invite clergy to give invocations and benedictions in form of “nonsectarian” prayer at graduation ceremonies), is commonly referred to as the Coercion Test. Under this test, school-sponsored religious activity is analysed to determine the extent, if any, to which it has a coercive effect on students. “[U]nconstitutional coercion [occurs] when: (1) the government directs (2) a formal religious exercise (3) in such a way as to oblige the participation of objectors.” Clear Creek II, 977 F.2d at 970 (citation omitted). c. The Endorsement Test The third test, known as the Endorsement Test, seeks to determine whether the government endorses religion by means of the challenged action. County of Allegheny v. ACLU, 492 U.S. 573 (1989). The government unconstitutionally endorses religion when “it conveys a message that religion is ‘favored,’ ‘preferred,’ or ‘promoted’ over other beliefs.” Id. at 593. 2. Lee and Clear Creek II In Lee, the Supreme Court declared a school district’s policy of allowing a high school principal to invite a religious official 16 to give a nonsectarian, nonproselytizing invocation and benediction at graduation to be an unconstitutional “coercion” of participation in a state-directed religious exercise. Lee, 505 U.S. at 586. Four Justices appeared to find the policy to be an unconstitutional “endorsement” of religion as well. Id. at 604-05 (Blackmun, J., joined by Stevens & O’Connor, JJ., concurring) & 629-30 & n.8 (Souter, J., joined by Stevens & O’Connor, JJ., concurring); cf. Allegheny, 492 U.S. at 594 (discussing endorsements). Then, in Clear Creek II, applying the three of the Establishment Clause tests set forth above, we held that Clear Creek’s policy of allowing a student-selected, student-given, nonsectarian, nonproselytizing invocation and benediction at a high school graduation ceremony —— SFISD’s fall-back provision in the July Policy —— did not violate the dictates of the Establishment Clause. Clear Creek II, 977 F.2d at 968-72. SFISD asserts that a close reading of Clear Creek II reveals that the school district’s graduation policy escaped the result in Lee not because of its “nonsectarian, nonproselytizing” content limitation, but rather solely because it permitted invocations and benedictions as long as they are student-selected and student- given. Inasmuch as our opinion in Clear Creek II specifically relied on the school district’s requirement that the student-led graduation prayers be nonsectarian and nonproselytizing in holding that its policy did not offend the Establishment Clause, we find SFISD’s reading of Clear Creek II to be specious at best. 17 First, we concluded in Clear Creek II that the twin restrictions served the dual functions of enhancing the graduation ceremony’s solemnization, thus permitting the policy to clear Lemon’s secular purpose hurdle, while simultaneously reducing the possibility of endorsing religion. Clear Creek II, 977 F.2d at 971 (“[T]he Resolution imposes two one-word restrictions