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Recent Court Decisions

Recent court and agency decisions involving board work

IASB's Office of General Counsel prepares summaries chosen from the Illinois Supreme and Appellate courts, federal court, agencies, the Illinois Public Access Counselor, and other tribunals issuing interesting decisions. Information in the summaries is limited to a brief synopsis and is not intended for purposes of legal advice. For the complete text of any case cited in this section, go to the Illinois state courts, Illinois Attorney General, or Federal courts finder links.

To search by the names of the plaintiff or defendant or other keyword, use the site search box located at the top of this website. Then filter results by Court Decision.

Questions regarding Recent Court and Agency Decisions should be directed to Maryam Brotine, ext. 1219, or by mbrotine@iasb.com.


Court decisions are listed in order of the date posted, with the most recent shown first.
  • Freedom of Information Act - FOIA
    Employee survey results used for performance evaluation exempt from FOIA disclosure under Sec. 7(1)(f)
    Case: Public Access Opinion 23-002
    Decision Date: Thursday, January 26, 2023
    On September 20, 2022, Requestor submitted a Freedom of Information Act (FOIA) request to Illinois Mathematics and Science Academy (IMSA) seeking copies of the written answers provided in response to the most recent Gallup survey administered at the school and the interpretation of the written responses by IMSA’s Board.

    The survey consisted of twelve 5-point scale questions, two Gallup Ladder questions, and three free response questions. The survey was intended to understand how IMSA employees felt about their work and why they felt the way they did. In addition, IMSA used the free response questions (but not the rest of the survey) to evaluate the principal’s performance.

    In response to the FOIA request, IMSA released the results of the 5-point scale and ladder questions but withheld the written responses, claiming an exception under Section 7(1)(f). On October 14, 2022, Requestor submitted a Request for Review to the PAC disputing IMSA’s partial denial.

    Section 7(1)(f) exempts from disclosure “preliminary drafts, notes, recommendations, memoranda and other records in which opinions are expressed, or policies or actions are formulated.”

    On review, the PAC found that the written responses (1) expressed the employees’ opinions and (2) were used in IMSA’s pre-decisional, deliberative process of evaluating the principal’s performance. The PAC held that the written responses were exempt from disclosure pursuant to Section 7(1)(f) of FOIA, and IMSA was not obligated to release the written responses.

    This opinion is binding only to the parties involved and may be appealed pursuant to State law.

    Michelle Yang, IASB Law Clerk
     
  • General Interest to School Officials
    Withholding Union Dues From Union Member Paycheck is Not a Violation of First Amendment Rights
    Case: Adriana Ramon Baro v. Lake County Federation of Teachers Local 504, 57 F.4th 582 (7th Cir. 2023)
    Decision Date: Friday, January 6, 2023
    On January 6, 2023, the United States Court of Appeals for the Seventh Circuit (Court) issued its decision in Adriana Ramon Baro v. Lake County Federation of Teachers Local 504 (Ramon Baro), holding that withholding of union dues to which a union member has voluntarily consented is not a violation of First Amendment rights.

    Petitioner signed a contract for union membership at orientation to her teaching position. Several days later when she learned that union membership was not mandatory, she sent letters to the school district (District) and the union, trying to revoke her membership. The union informed her she would need to wait until the following August – the published membership revocation time – to revoke her membership. Union dues were withdrawn from her paychecks. Petitioner filed this lawsuit. The union then sent Petitioner a letter confirming that she was no longer a union member and reimbursing all paid dues plus legal fees with a check. The District halted withdrawing her dues the same day. Petitioner returned the check and continued pursuing legal action. The United States District Court for the Northern District of Illinois granted Defendants’ motion to dismiss for failure to state a claim. Petitioner appealed.

    The Court’s decision builds on the 2018 Mark Janus v. American Federation of State, County and Municipal Employees, Council 31, et al., 535 (Janus), case in which the United States Supreme Court found that “fair share fees” paid by nonunion members to unions are unconstitutional.

    The Court found that Janus does not apply to union members who voluntarily signed union membership contracts. “…[Petitioner] voluntarily signed a valid contract, became a union member, and accepted the terms and conditions of union membership. Accordingly… Janus – a case about the First Amendment rights of employees who choose not to join unions – does not apply to [Petitioner].” 

    Additionally, the Court found that ordinary contract principles apply when interpreting union membership contracts. “Illinois follows the objective theory of intent, whereby the court looks first to the written agreement and not to the parties’ subjective understandings.” The Court found that the objective intent of the parties was clear from the face of the membership agreement. Petitioner’s belief that the contract was mandatory is irrelevant.

    The Court concluded by stating that “[T]he First Amendment protects our right to speak. It does not create an independent right to void obligations when we are unhappy with what we have said.”

    Mary H. Bandstra, IASB Law Clerk


     
  • Freedom of Information Act - FOIA
    Failure to Respond to FOIA Request Violates Section 3(d) of FOIA
    Case: Public Access Opinion 23-001
    Decision Date: Thursday, January 12, 2023
    On August 12, 2022, Requestor submitted a Freedom of Information Act (FOIA) request to the Proviso Township High School District 209 (District) seeking any records relating to staffing levels for teachers in school year 2023. The District did not respond to the request. At the District’s Board of Education (Board) meeting on September 13, 2022 the District acknowledged having received Requestor’s FOIA request in its FOIA report to the Board, stating that “information will be provided”.  

    On October 13 and 14, 2022, Requestor filed a Request for Review with the Public Access Counselor (PAC) in which he alleged that the District had failed to respond to his FOIA request.

    On October 21, 2022, the PAC emailed the District asking if the District had received the request and directing the District to respond to the request and to send a copy of the response to the PAC. On November 15, 2022, The PAC re-sent the October 21, 2022 letter to the District. On November 16, 2022, The PAC sent a letter to the FOIA Officer for the District, explaining that the PAC had not received any indication that the District had responded to Requestor’s request. The District did not respond to PAC correspondence.

    Section 3(a) of FOIA provides that “each public body shall make available to any person for inspection or copying all public records…” Section 3(d) of FOIA further provides, “Each public body shall, promptly, either comply with or deny a request or public records within 5 business days after its receipt of the request… Failure to comply with a written request, extend the time for response, or deny a request within 5 business days after its receipt shall be considered a denial of the request.”

    The PAC found that the District did not respond to Requestor’s August 12, 2022 FOIA request within five business days after its receipt by either complying with the request, extending the time for its response pursuant to section 3(e) of FOIA, or denying the request in writing. The failure of the District to comply with the requisite response procedures violated section 3(d) of FOIA. The PAC ordered the District to take immediate and appropriate action to provide Requestor with all records responsive to his August 12, 2022 request, subject only to permissible redactions, if any, under section 7 of FOIA.

    This opinion is binding only to the parties involved and may be appealed pursuant to State law.

    Mary H. Bandstra, IASB Law Clerk
  • General Interest to School Officials
    California School Threat Assessment Team Members Not Immune from Liability for School Shooting
    Case: Cleveland v. Taft Union High School Dist., 76 Cal.App.5th 776 (2022)
    Decision Date: Friday, March 25, 2022
    On January 10, 2013, high school student B.O. shot Plaintiff Cleveland, another student, in the stomach at Taft Union High School (TUHS). Prior to the shooting, B.O. had described plans for committing acts of violence at school in several incidents during 2012 and 2013. The first was on a bus ride in February 2012 after a field trip, when B.O. described shooting someone at school and blowing up the auditorium.

    The next school day after the bus incident, a threat assessment was initiated. The threat assessment team (TAT) included the principal, assistant principal, school psychologist, and superintendent. TUHS prepared a Threat Assessment Report after interviewing B.O., his mother, his guidance counselor, and faculty involved in the bus incident. The report rated B.O. as having “insufficient evidence of violence potential, sufficient evidence for the unintentional infliction of emotional distress upon others.”

    Later incidents by B.O. involved drawings depicting a shooting at school, mentions of a hitlist, and warning classmates not to come to school multiple times. TUHS investigated these incidents but did not act on them. In December 2012, B.O.’s older brother obtained a shotgun. On January 9, 2013, B.O. warned a classmate not to come to school the next day and also told the classmate that he was going to kill Plaintiff. On January 10, 2013, B.O. took the shotgun to school and shot Plaintiff.

    After the shooting, Plaintiff sued TUHS for negligence, premises liability, and negligent infliction of emotional distress. TUHS, as a public entity with some state immunity for injuries resulting from acts or omissions of its employees (akin to Illinois’ Local Governmental and Governmental Tort Immunities Act), filed a pretrial motion seeking to preclude evidence, opinion, or argument at trial about the sufficiency, accuracy, or frequency of TUHS's threat assessment. The trial court granted the motion in part but also concluded there were a range of things, not covered by the immunity, that TUHS could have done which the jury might find breached their duty of care toward Plaintiff.

    During the trial, each side presented expert testimony on the effectiveness of TUHS’s threat assessment. The jury found that TUHS's employees were 54% responsible for Plaintiff’s injuries and the trial court entered a judgment for $2,052,000 against TUHS based on their employees’ negligence. TUHS appealed and claimed, in part, that its employees were immune under state law. The California appellate court disagreed with TUHS, finding that TUHS employees breached their duty of care to Plaintiff because 1) the threat assessment was not carried out by the TAT collectively, 2) the school resource officer should have been a core member of the TAT, 3) the TAT failed to communicate amongst themselves about B.O., 4) the TAT failed to adequately communicate with B.O.'s parent, 5) the TAT failed to recommend counseling to B.O.'s parent as an intervention technique, and 6) the TAT did not continue to collectively monitor B.O. and reassess his safety plan. Accordingly, the appellate court affirmed the trial court judgment and also ordered TUHS to pay Plaintiff’s costs on appeal.

    This case, although not binding in Illinois, serves as a useful reminder of the limits of state law immunity and the diligence required when implementing threat assessments.

    Michelle Yang, IASB Law Clerk
     
  • Freedom of Information Act - FOIA
    Evidentiary and Discovery Rules Do Not Exempt from Disclosure Private Attorney’s Letter on Behalf of Clients
    Case: Public Access Opinion 22-013
    Decision Date: Tuesday, November 22, 2022
    On October 26, 2021, Requestor submitted a Freedom of Information Act (FOIA) request on behalf of the Chicago Tribune to the City of Chicago Department of Law (Department) seeking copies of certain emails. On November 9, 2021, the Department provided copies of records but withheld a letter submitted by a private attorney on behalf of clients pursuant to section 7(1)(a) of FOIA. The Department argued that evidentiary rules prohibited disclosure of the letter because it concerned settlement negotiations. On November 11, 2021, Requester submitted a Request for Review to the Public Access Counselor (PAC) contesting the denial.

    On July 22, 2022, the PAC issued a non-binding determination that the Department improperly denied the letter and requested that it provide Requestor with a copy. On August 26, 2022, the Department informed the PAC that it would not comply. The PAC subsequently issued this binding opinion on the matter.

    The Department’s denial of the request was based on the premise that the letter in question documents privileged settlement negotiations and is prohibited from being disclosed by evidentiary and discovery rules. The PAC noted, however, that the letter does not propose or demand a settlement that would resolve the matter or request that the Department engage in negotiations concerning a possible settlement. Thus, the PAC found that the Department had not demonstrated that the letter reflects settlement negotiations encompassed by evidentiary and discovery rules. 

    The PAC further reasoned that even if the letter could be construed to be part of a settlement negotiation, is not exempt under the FOIA exemptions the Department asserted. The PAC explained that Federal Rule of Evidence 408, Federal Rule of Evidence 501, Illinois Rule of Evidence 408, Illinois Rule of Evidence 501, Federal Rule of Civil Procedure 26(b), and Illinois Supreme Court Rule 201(b) are judicial rules governing discovery and the admission of evidence in court proceedings. Restrictions on the discovery of information and the admissibility of evidence in court proceedings are inapplicable to the public’s statutory right to obtain information pursuant to FOIA. Such rules do not provide a basis for denying records under section 7(1)(a).

    The Department additionally cited Section 7(1)(f) of FOIA. The PAC noted that, to be exempt under section 7(1)(f), a record must be 1) inter-agency or intra-agency, and 2) pre-decisional and deliberative. The letter that the Department withheld was prepared by a private attorney on behalf of clients with interest independent from the Department’s interests. Because the letter is not an intra-agency or inter-agency communication, or a pre-decisional and deliberative record, it is not exempt from disclosure pursuant to section 7(1)(f) of FOIA.

    The PAC ordered the Department to provide Requestor with a copy of the responsive letter.

    This opinion is binding only to the parties involved and may be appealed pursuant to State law.

    Mary H. Bandstra, IASB Law Clerk