SUPERIOR COURT OF NEW JERSEY
APPELLATE DIVISION
A-5755-96T5
EVELYNE GREENBERG,
Plaintiff-Appellant,
v.
CAMDEN COUNTY VOCATIONAL and
TECHNICAL SCHOOLS,
Defendant-Respondent.
_________________________________________________________________
Argued April 21, 1998 - Decided May 6, 1998
Before Judges Conley, Wallace and Carchman.
On appeal from Superior Court of New Jersey, Law
Division, Camden County.
Alan H. Schorr argued the cause for appellant (Mr.
Schorr, on the brief).
Charles W. Dortch, Jr. argued the cause for
respondent (Sumners, Council, George & Dortch,
attorneys; Mr. Dortch, of counsel and on the
brief).
The opinion of the court was delivered by
CONLEY, J.A.D.
This is an employment discrimination case involving a female teacher who, at the age of forty-eight and in her third year of employment, was not rehired and, thus, was denied tenure. Plaintiff, Evelyne Greenberg, filed a complaint against defendant, Camden County Vocational and Technical Schools, claiming that the decision not to rehire her violated the New Jersey Law Against Discrimination (LAD), N.J.S.A. 10:5-1 to -49.
She appeals from the trial judge's grant of summary judgment in
favor of defendant dismissing her complaint. We reverse.
Plaintiff was born on July 9, 1946. She received her
Bachelor of Arts degree from the University of Miami, majoring in
English and minoring in Spanish. She also received a Masters
degree in bilingual bicultural studies from Marywood College.
Thereafter plaintiff obtained her teaching certificates for
Pennsylvania and New Jersey in 1989 and 1990, respectively.
Prior to working for defendant, plaintiff taught at several high
schools and educational institutions from February 1986 to June
1991, but never gained tenure.
On January 11, 1993, defendant hired plaintiff, then forty-five, as a non-tenured high school teacher in the English
department at the Pennsauken campus for the period of January 20,
1993 to June 30, 1993. The school district reviews and evaluates
teachers annually for rehire using observations, teacher
evaluation forms and annual written performance reports in
accordance with N.J.S.A. 18A:27-3.1 and N.J.A.C. 6:3-4.1.
Plaintiff's written performance evaluations for her first
year of employment with the district, conducted on February 1,
1993 and May 25, 1993, were all positive. The evaluator noted
"the instructor's enthusiasm and positive dialogue that appears
to have affected this class" and "[a] good teaching/learning
situated existed . . . ." However, during that year plaintiff
received four "memos of concern" from Robert Morelli, the
principal of the Pennsauken school. Three memos were for
improperly filling out the sign in/out log and absence forms, and
one memo was for submitting verification sheets late.
Nevertheless, the district renewed plaintiff's employment for the
1993-94 school year.
Overall, Ms. Greenberg's written performance evaluations
during the 1993-94 school year were positive, with few
exceptions. Her October 25, 1993 evaluation, however, identified
two areas in which her preparation performance was graded "NO" or
"currently not acceptable." Her preparation plans failed to
"make maximum use of technicians" and she failed to record her
schedule in the long range section of her planning book. Yet,
the evaluator noted that "[o]ne key element of the class observed
was the teacher enthusiasm for the material and her support for
the participation of the students." Plaintiff's November 23,
1993, December 20, 1993 and February 2, 1994 evaluations were all
positive in every respect.
However, again plaintiff received "memos of concern" from
Mr. Morelli during the 1993-94 school year. They were similar to
the earlier "memos of concern." Four memos addressed her failure
to properly sign in/out and complete an absence form. One memo
stated that she had submitted untimely verification sheets. And
so, while her June 27, 1994 performance evaluation was overall
positive and listed her strengths as "[r]apport with students,
[i]nstructional techniques, [c]lassroom management," it
identified as needing improvement areas of "Management (Sign
in/out sheets . . . absence slip . . .) and Preparation." The
only professional improvement objectives listed were for
plaintiff "[t]o complete all school records accurately" "[t]o
maintain a complete long range plan" and "[t]o include how you
use your technicians in the management plan."
The district rehired plaintiff for the 1994-95 school year.
During her third and final year with the school district,
plaintiff received four written performance evaluations. In the
first, a September 30, 1994 evaluation, the only negative
evaluation was an "NI" or "performance is marginally acceptable,
improvement is needed," for the required elements of her lesson
plan. Plaintiff contends, however, that by letter dated October
14, 1994, Dr. O'Hara acknowledged that her lesson plans were
individualized, and thus, the deficiency was corrected.
The second evaluation for the 1994-95 school year, conducted
on November 22, 1994, identified plaintiff's performance as
deficient in two areas. One was in the category of preparation
for her failure to read an entire play prior to presenting it to
the students. Plaintiff contends that she read the complete
summary of the play contained in the teacher's guide as well as
the teaching recommendations prior to presenting it to her class.
The second criticism was in the category of class management, in
that students stood up and put on jackets before the dismissal
bell. Plaintiff asserts that only one student was involved and
he put on his jacket only after the evaluator had already stood
up and put on his jacket.
The third evaluation conducted on December 13, 1994,
identified two areas of deficiency in preparation, one for
failing to place a daily instructional objective in her lesson
plan, and the second for failing to record the page numbers of
the text being used that day in her plan book. She also received
a deficiency in management for neglecting to give a copy of the
text to the evaluator during the evaluation. Her performance was
also found to be marginally acceptable in the category of follow-up "since [she] received notice on [her] evaluation of September
30, 1994 that [her] lesson plan entries for English IA and IIA
were brief." To her credit, her evaluation reflected that "[a]
good discussion [on Greek myths] followed and involved all
students." The evaluation recommended that plaintiff meet with
her staff development specialist for assistance with the
unsatisfactory areas.
In the fourth evaluation on March 7, 1995, plaintiff
received a deficiency in the category of professional qualities
because she chewed gum during the evaluation. It was otherwise a
positive evaluation. Plaintiff did not receive any "memos of
concern" during the 1994-95 school year. She did, however,
receive a "letter of concern" dated January 23, 1995 from Mr.
Morelli listing the unsatisfactory areas in her evaluations and
the "memos of concern" over the course of her employment with the
district. He informed her that the unsatisfactory areas would
"be considered in conjunction with your overall performance as a
teacher during the months ahead when recommendations regarding
your future employment status are made." Needless to say,
plaintiff was not rehired and was not accorded tenure.
Plaintiff's proof of discrimination is primarily two-fold:
1) statistics that she claims show a pattern of excluding women
over the age of forty-five, and 2) a comparison of the individual
records of several other younger women teachers who were granted
tenure when she was not. The records reflect that these younger
teachers had, if not more, at least as many deficiencies in their
evaluations and "memos of concern."
The statistics are as follows. At the end of the 1994-95
school year, nine teachers at the Pennsauken campus were
evaluated for tenure. Three teachers, including plaintiff, all
women over the age of forty-five, were terminated. Six teachers,
four women and two men, all under the age of forty-five, were
granted tenure. In 1993-94, two female teachers, age forty-five
and forty-seven, were evaluated for tenure. The district granted
the forty-five year old tenure but denied the forty-seven year
old tenure. In 1992-93, two female teachers under the age of
forty-five were both granted tenure. While no teacher was denied
tenure, no teacher over forty-five was granted tenure. In 1991-92, a male teacher age fifty-two was granted tenure, while a
female teacher age twenty-eight was denied tenure. Finally, in
1990-91, all six teachers under consideration received tenure
with the oldest teacher being a forty-one year old female. Thus,
plaintiff contends that of thirteen teachers at the Pennsauken
campus evaluated for tenure over the past three years, every
female over the age of forty-five has not been rehired and
accorded tenure by the district, even though four women, between
the ages of forty and forty-five, one forty-five, two forty-three
and one forty-two, did receive tenure during this time frame. On
the other hand, no male over forty-five, even one aged fifty-two,
was ever denied tenure during this time period.See footnote 1 In contrast,
defendant presented additional statistics for the Gloucester
campus, not just Pennsauken. These statistics, excluding those
for Pennsauken, revealed that at the end of the 1994-95 school
year, of six teachers evaluated for tenure, five were accepted,
of which one was a fifty-four year old female teacher. The only
teacher denied tenure was a male, age forty-seven.
As to the evaluation records of the younger teachers, while
several received "memos of concern," some for administrative
infractions similar to plaintiff's and others for deficiencies of
a more serious nature, these teachers were not rehired by the
district. First, teacher A-1, a thirty-nine year old female,
received eight "memos of concern" from January 1993 through April
1994. Like plaintiff, she incorrectly filled out an absence form
and forgot to sign the in/out log. She also forgot to attend a
meeting with the principal, permitted students to play cards
during school, failed to provide a required list of students who
were outside of the classroom when a fire alarm sounded and
arrived late for class.
Teacher A-2, a female age thirty-eight, received seven
"memos of concern" citing her failure to call in by a designated
time to report her absence, to submit an updated meeting agenda,
to properly fill out absence forms and to provide comments on
student report cards for those students receiving grades of D or
F.
Teacher A-4, a female six years younger than plaintiff,
received eight "memos of concern" from December 1992 through May
1995. Similar to plaintiff, she failed to properly sign in/out
and complete absence forms. However, she also had poor student
attendance in her class and allowed a student to eat and drink
outside the cafeteria against school regulations. Notably, she
received three of the memos in her third year of employment with
the district.
In contrast, B-2, a fifty-two year old female and the oldest
of the teachers not rehired, appears to have had fewer
deficiencies than any of the female teachers retained. In her
three years of employment she only received three
"unsatisfactory" ratings on her evaluations in the areas of
"[f]ollow-up" and "[c]lass management" and one "memo of concern"
regarding student supervision. Nonetheless, the district
notified her by letter that it found her deficiencies to be
"extremely high for a second year teacher in our school and of a
magnitude that indicates continued unacceptable performance in
future years."
Since we consider this appeal in the context of a summary
judgment, we, as must the motion judge, determine "whether the
competent evidential materials presented, when viewed in the
light most favorable to the non-moving party, are sufficient to
permit a rational factfinder to resolve the alleged disputed
issue in favor of the non-moving party. . . . If there exists a
single, unavoidable resolution of the alleged disputed issue of
fact, that issue should be considered insufficient to constitute
a `genuine' issue of material fact for purposes of Rule 4:46-2."
Brill v. Guardian Life Ins. Co. of Am.,
142 N.J. 520, 540 (1995).
It is only "when the evidence `is so one-sided that one party
must prevail as a matter of law,' [that] the trial court should
not hesitate to grant summary judgment." Ibid. (quoting Anderson
v. Liberty Lobby, Inc.,
477 U.S. 242, 252,
106 S. Ct. 2505, 2512,
91 L. Ed.2d 202, 214 (1986)).
The New Jersey Law Against Discrimination (LAD), N.J.S.A.
10:5-1 to -49 provides, in pertinent part:
It shall be an unlawful employment practice, or,
as the case may be, an unlawful discrimination:
a. For an employer, because of the . . .
age, . . .[or] sex . . . of any individual, . . .
to refuse to hire or employ or to bar or to
discharge or require to retire, unless justified
by lawful considerations other than age, from
employment such individual or to discriminate
against such individual in compensation or in
terms, conditions or privileges of
employment . . . .
[N.J.S.A. 10:5-12(a).]
In order to establish a LAD cause of action, the plaintiff must "`show that the prohibited consideration[, age,] played a role in the decision making process and that it had a determinative influence on the outcome of that process.'"
Maiorino v. Schering-Plough Corp.,
302 N.J. Super. 323, 344 (App.
Div.), certif. denied,
152 N.J. 189 (1997) (quoting Miller v.
CIGNA Corp.,
47 F.3d 586, 597 (3d Cir. 1995)). Direct proof of
discrimination is not often found, and thus, discrimination cases
can be proved through circumstantial evidence. Ibid. See Parker
v. Dornbierer,
140 N.J. Super. 185, 189 (App. Div. 1976) ("we
recognize that discrimination is not usually practiced openly and
that intent must be found by examining what was done and what was
said in the circumstances of an entire transaction.").
Proof of discrimination involves a three step process.
First, the plaintiff carries the burden of establishing, by a
preponderance of the evidence, the elements of a prima facie case
of discrimination. McDonnell Douglas Corp. v. Green,
411 U.S. 792, 802,
93 S. Ct. 1817, 1824,
36 L. Ed.2d 668, 667 (1973).
To establish a prima facie case under LAD, a plaintiff must show:
(1) that she is a member of a class protected by
the anti-discrimination law; (2) that she was
qualified for the position or rank sought; (3)
that she was denied promotion, reappointment, or
tenure; and (4) that others . . . with similar or
lesser qualifications achieved the rank or
position.
[Dixon v. Rutgers, the State Univ. of N.J.,
110 N.J. 432, 443 (1988).]
See Texas Dep't of Community Affairs v. Burdine,
450 U.S. 248,
253,
101 S. Ct. 1089, 1094,
67 L. Ed.2d 207, 215 (1981)
(recognizing that a plaintiff's burden in establishing a prima
facie case "is not onerous.").
After an employee has established a prima facie case, a
presumption is created that the employer unlawfully discriminated
against the employee. Stewart v. Rutgers, the State Univ.,
120 F.3d 426, 432 (3d Cir. 1997). The burden then shifts to the
employer to rebut the presumption of discrimination by either
establishing the reasonableness of the otherwise discriminatory
act or by articulating a legitimate, nondiscriminatory reason for
the employment action. Maiorino v. Schering-Plough Corp., supra,
302 N.J. Super. at 345-47. "`To accomplish this, the defendant
must clearly set forth, through the introduction of admissible
evidence, the reasons for the plaintiff's rejection' which would
support a jury finding that unlawful discrimination was not the
cause of the adverse employment action." Stewart v. Rutgers,
supra, 120 F.
3d at 432 (quoting St. Mary's Honor Ctr. v. Hicks,
509 U.S. 502, 507,
113 S. Ct. 2742, 2747,
125 L. Ed.2d 407, 416
(1993)). The employer only carries the burden of production,
rather than persuasion, of showing a legitimate,
nondiscriminatory reason for its action. "It is sufficient if
the defendant's evidence raises a genuine issue of fact as to
whether it discriminated against the plaintiff." Texas Dep't of
Community Affairs v. Burdine, supra, 450 U.S. at 254, 101 S. Ct.
at 1094, 67 L. Ed.
2d at 216; Dixon v. Rutgers, supra, 110 N.J.
at 442-43.
Once the employer sets forth a legitimate, nondiscriminatory
reason for its adverse employment action, the burden again shifts
to the employee to show that the employer's articulated reason
"was merely a pretext to mask the discrimination" or was not the
true motivating reason for the employment decision. Kelly v.
Bally's Grand, Inc.,
285 N.J. Super. 422, 430 (App. Div. 1995).
An employee successfully meets this burden "by persuading the
court that a discriminatory reason more likely motivated the
employer or indirectly by showing that the employer's proffered
explanation is unworthy of credence." Texas Dep't of Community
Affairs v. Burdine, supra, 450 U.S. at 256, 101 S. Ct. at 1095,
67 L. Ed.
2d at 217.
To defeat a motion for summary judgment at this stage, when
the defendant answers the plaintiff's prima facie case with
legitimate, nondiscriminatory reasons for its action:
[T]he plaintiff's evidence rebutting the
employer's proffered legitimate reasons must allow
a factfinder reasonably to infer that each of the
employer's proffered non-discriminatory reasons,
. . ., was either a post hoc fabrication or
otherwise did not actually motivate the employment
action (that is, the proffered reason is a
pretext). . . . [To do so,] the non-moving
[party] must demonstrate such weaknesses,
implausibilities, inconsistencies, incoherencies,
or contradictions in the employer's proffered
legitimate reasons for its action that a
reasonable factfinder could rationally find them
"unworthy of credence," . . . and hence infer
"that the employer did not act for [the asserted]
non-discriminatory reasons."
[Fuentes v. Perskie,
32 F.3d 759, 764-765 (3d
Cir. 1994) (citations omitted).]
See also Kelly v. Bally's Grand, Inc., supra, 285 N.J. Super. at
431-32 (holding that "plaintiff need not provide direct evidence
that the employer acted for discriminatory reasons in order to
survive summary judgment[;]" rather, she "need only point to
sufficient evidence to support an inference that the employer did
not act for its proffered non-discriminatory reasons.").
If a plaintiff who has established a prima facie case can
raise enough suspicions that the employer's proffered reasons for
termination were pretextual, the motion for summary judgment
should thus be denied. Bray v. Marriott Hotels,
110 F.3d 986,
990-91 (3d Cir. 1997). The standard, then, is "whether evidence
of inconsistencies and implausibilities in the employer's
proffered reasons for discharge reasonably could support an
inference that the employer did not act for non-discriminatory
reasons, not whether the evidence necessarily leads to [the]
conclusion that the employer did act for discriminatory reasons."
Chipollini v. Spencer Gifts, Inc.,
814 F.2d 893, 900 (3d Cir.),
cert. dismissed,
483 U.S. 1052,
108 S. Ct. 26,
97 L. Ed.2d 815
(1987) (citing Graham v. F.V. Leopold Co., Inc.,
779 F.2d 170,
172-73 (3d Cir. 1985)).
There is no question that plaintiff was not rehired and thus
she established the third prong of her prima facie burden. She
also established the first prong of that burden. Forty-eight at
the time of the decision not to rehire and, thus, to deny tenure,
she was clearly a member of a protected class. Geldreich v.
American Cyanamid Co.,
299 N.J. Super. 478, 489 (App. Div. 1997)
(plaintiff "was in a protected class at age fifty-four."). See
Bergen Commercial Bank v. Sisler,
307 N.J. Super. 333, 342
(1998), certif. granted, ____ N.J. ____ (1998) ("a LAD age
discrimination claim, unlike a federal ADEA claim, is not limited
to persons over the age of forty."). Plaintiff also demonstrated
the fourth prong of the test - that others, seemingly similarly
situated but younger, were rehired and granted tenure. In this
respect, the record reflects that of the nine teachers evaluated
for tenure at the Pennsauken campus, the district granted tenure
to six teachers, yet several of the teachers granted tenure had
administrative deficiencies similar to plaintiff's. See Bennun
v. Rutgers State Univ.,
941 F.2d 154, 176 (3rd Cir. 1991), cert.
denied,
502 U.S. 1066,
112 S. Ct. 956,
117 L. Ed.2d 124 (1992)
(plaintiff satisfied the fourth prong by showing that full
professorships were available at the time he was denied a
promotion); Redgate v. Fairfield Univ.,
862 F. Supp. 724, 728-29
(D. Conn. 1994) (the "fact that plaintiff was discharged while a
younger teacher with an equal number of years teaching and
roughly equal qualifications but with less years at [the school]
was kept on is sufficient to give rise to an inference of age
discrimination" and meet the fourth prong); Geldreich v. American
Cyanamid Co., supra, 299 N.J. Super. at 489-90 ("[i]t was not
incumbent upon plaintiff to prove that the persons who succeeded
to his job functions were of equal or lesser qualifications[;]"
plaintiff satisfied the fourth prong of his prima facie burden by
showing his job functions were assumed by three employees, one
six years younger and another ten years younger). Compare
Fischer v. Allied Signal Corp.,
974 F. Supp. 797, 807 (D.N.J.
1997) (plaintiff failed to establish prima facie case of age
discrimination where three of the five positions plaintiff
applied for were filled by persons older than plaintiff);
Esposito v. Township of Edison,
306 N.J. Super. 280 (App. Div.
1997) (upholding a denial of summary judgment on an age
discrimination claim under LAD when plaintiffs failed, in part,
to show that persons of similar or lesser qualifications were
promoted).
The critical dispute here focused upon the second prong of
plaintiff's prima facie burden, that is her qualification for
rehire and tenure. In this respect, although defendant concedes
that plaintiff's educational background was sufficient for her
initial hire, it claims the fifteen deficiencies noted in her
various evaluations "were certainly more than ample reason, when
viewed in their totality and in the context of the Defendant's
discretion" to deny plaintiff tenure as they "ran the gamut from
a lack of preparation to failure to have a daily instructional
objective in lesson plans, failure to follow administrative
procedures in regard to signing out, [and] failure to teach from
`bell-to-bell.'" In granting the motion, the trial court
determined that
the issue of qualification is an issue that
is to be determined by the School Board.
The argument on behalf of the defendant
is that she was considered not qualified.
Not because of her presentation during the
classroom to the students, but because of her
administrative deficiencies, of which there
were many. I think that that's a
determination that should have been made by
the Board unless there's a showing that that
was pretextual.
We are convinced that both defendant's claims of lack of qualification and the motion judge's comments thereon relate to the second step of the analysis once a prima facie case has been established, not to the second prong of plaintiff's prima facie burden. To prove qualification under that second prong, a plaintiff may show either that she was performing her job at a level that met her employer's reasonable expectations or that her
qualifications were similar to other tenure candidates. Bennun v.
Rutgers State Univ., supra, 941 F.
2d at 176 (plaintiff was only
required to show that his "qualifications were at least
sufficient to place him in the middle group of tenure candidates
as to whom both a decision granting tenure and a decision denying
tenure could be justified as a reasonable exercise of discretion
by the tenure-decision making body."); Geldreich v. American
Cyanamid Co., supra, 299 N.J. Super. at 489 (fifty-four year old
plaintiff established second prong as he was "satisfactorily
performing his job . . . ."). See Matczak v. Frankford Candy and
Chocolate Co.,
136 F.3d 933, 939 (3d Cir. 1997) (at the prima
facie stage, once it is determined that a plaintiff "was
objectively qualified for the job, [the court] should not have
required [plaintiff] to demonstrate that his performance met his
employer's subjective expectations.").
As for plaintiff's qualifications under the second prong,
she had a Bachelor of Arts degree and a Masters degree, as well
as her teaching certificates from Pennsylvania and New Jersey.
In addition, she had previously taught at several high schools
and educational institutions for five years. Although her
evaluations in the second and third year of her employment with
defendant contained some deficiencies, overall they were
positive. Indeed, she was rehired after the first and second
years. Moreover, she clearly met the minimum qualifications for
tenure consideration, that is employment as a teacher in the
school district for three consecutive years. N.J.S.A. 18A:28-5.
When the record is viewed most favorably for plaintiff,
then, we are convinced she demonstrated that she was objectively
qualified for tenure consideration and that she did demonstrate a
prima facie case of discrimination sufficient to shift the burden
to defendant to show a legitimate, nondiscriminatory basis for
the decision not to rehire her and, thus, not to grant her
tenure. In this respect, defendant contends that even if
plaintiff established a prima facie case by a preponderance of
the evidence, its "exhaustive evaluation process which noted
deficiencies of [p]laintiff over the past three years, clearly
evidenced a legitimate non-discriminatory reason for [it's]
decision." Certainly the noted deficiencies facially appear to
provide a legitimate nondiscriminatory basis for defendant's
determination, particularly given the Board's broad discretion in
its tenure determinations.
Plaintiff contends, however, that she presented evidence of
pretext sufficient to rebut defendant's claim of a legitimate,
nondiscriminatory rationale, at least within the context of the
motion for summary judgment. First, she points out that the
written evaluations and "memos of concern" did not indicate that
she would exhibit continued unacceptable performance in future
years. Indeed, she notes the absence of any "memos of concern"
in her third year. Second, she contends that other younger
teachers had as many "memos of concern," some of a more serious
nature than plaintiff's, yet received no warnings and were
rehired. In contrast, she points out that the oldest of the
teachers, B-2, was not rehired despite an almost perfect record,
with fewer deficiencies than any of the female teachers retained.
Although what constitutes evidence of pretext varies with
the factual circumstances of each case, evidence suggesting that
the defendant is not "providing the whole story," "prefers
younger employees" or behaves inconsistently or contradictorily
has been sufficient to rebut a defendant's legitimate,
nondiscriminatory reason for the adverse employment action. See
Edwards v. Schlumberger-Well Servs.,
984 F. Supp. 264, 283
(D.N.J. 1997) (although unable to show that defendant's proffered
reason for laying her off was "incoherent, inconsistent or
contradictory," plaintiff survived summary judgment by offering
sufficient circumstantial evidence "allowing a reasonable
factfinder to believe that [defendant's] account does not provide
the whole story, and that [plaintiff's] gender was more likely
than not a motivating or determinative factor in the layoff
decision."); Maiorino v. Schering-Plough Corp., supra, 302 N.J.
Super. at 349-51 (the employer's legitimate, nondiscriminatory
reason for terminating plaintiff was pretextual and "not worthy
of credence" for "despite an exceptional year in sales,
[plaintiff] received the lowest rating in his district while
three younger employees, with lower sales numbers, received
higher ratings."); Geldreich v. American Cyanamid Co., supra, 299
N.J. Super. at 490-91 ("[a] showing of preferences for younger
employees in a business organization may constitute
circumstantial evidence of age discrimination."). See generally
Bennun v. Rutgers State Univ., supra, 941 F.
2d at 179-80
(hispanic associate professor who was denied promotion to full
professor successfully established that university's reasons for
denying his promotion were pretextual); Redgate v. Fairfield
Univ., supra, 862 F. Supp. at 729 (genuine issue of material fact
existed as to whether private high school's proffered reasons for
terminating a fifty-four year old non-tenured English teacher,
i.e., decreased enrollment and financial exigencies, were merely
a pretext for age discrimination). Compare Vanasco v. National-Louis Univ.,
137 F.3d 962, 967 (7th Cir. 1998) (finding that a
chart showing that six out of nine applicants over the age of
fifty were denied tenure but only four out of forty-four
applicants under fifty were denied tenure, without more
information regarding the relative qualifications of the
individuals, was insufficient to infer age discrimination from a
private university's decision to deny tenure to a fifty-eight
year old instructor); Kuhn v. Ball State Univ.,
78 F.3d 330, 331-32 (7th Cir. 1996) (professor who relied on one anecdote that
younger professor was promoted and did not attempt to analyze
other promotion decisions failed to show that university's
proffered explanation for denial of promotion was pretext for age
discrimination); Cliff v. Board of Sch. Comm'rs of the City of
Indianapolis,
42 F.3d 403, 411-12 (7th Cir. 1994) (affirming
summary judgment in favor of the school board where public school
teacher who claimed age, sex and race discrimination came forward
with no evidence that board lied about its proffered reasons for
her dismissal, a variety of evaluators found her to be an
"ineffective" teacher with consistent unsatisfactory evaluations,
and there was no evidence that she could control students or that
other teachers experienced similar discipline problems); Fischer
v. Allied Signal Corp., supra,
974 F. Supp. 797 (no inference of
age discrimination where employee manager who was terminated
during a reorganization at age thirty-nine applied for five newly
created positions in the department and defendant filled the
positions with individuals who were fifty-five, forty-seven,
forty-two, thirty-eight and thirty-two years old).
Here, plaintiff demonstrated that other younger teachers
with similar deficiencies were retained by the district. Teacher
A-1, a thirty-nine year old female, received eight "memos of
concern" from January 1993 through April 1994 for such
administrative infractions as forgetting to attend a meeting with
the principal, incorrectly filling out an absence form,
forgetting to sign the in/out log, permitting students to play
cards during school, failing to provide the list of students
outside of class when a fire alarm sounded and arriving late for
class. Teacher A-2, a female age thirty-eight, received seven
"memos of concern" from December 1993 through May 1995 citing her
failure to phone in her absence by a designated time, to submit
an updated meeting agenda, to fill out absence forms correctly,
and to provide comments for students receiving grades of D or F.
Teacher A-4, a female age forty-three, received eight "memos of
concern" from December 1992 through May 1995 for failing to
properly sign in/out and complete absence forms, addressing the
poor student attendance in her class and allowing a student to
eat and drink outside the cafeteria against school regulations.
Interestingly, three of the memos were issued in her third year
of employment. All three of these teachers, who were less than
forty-five, were rehired and received tenure.
On the other hand, teacher B-2, a fifty-two year old female,
who was the oldest of the teachers terminated, had fewer
deficiencies than any of the younger female teachers granted
tenure. Over the course of her three years of employment, B-2
received a rating of "unsatisfactory" only three times on her
formal evaluations in the areas of "[f]ollow-up" and "[c]lass
management" and received only one memo of concern regarding
student supervision. Yet she was notified that her performance
was such as to jeopardize her rehire and tenure.
Finally, plaintiff's statistical chart, viewed most
favorably for her, shows that of all the teachers up for tenure
over the last five years, all female teachers over the age of
forty-five were terminated, while all the younger teachers were
retained. Accepting her proofs, as we must, the odds over three
years of this happening by coincidence were 84 to 1, and the odds
of this happening five years in a row were almost 5,000 to 1.
Indeed, the Superintendent, Mr. Haldeman, who is a former
mathematics instructor, admitted that the odds of this happening
by accident were "not very likely."
Undoubtedly, the statistics can be read differently.
Indeed, the motion judge found no evidence of a pattern of
discrimination when he observed:
I'm looking at the chart that plaintiff has
presented. And, going back to 1990, there were
six teachers seeking tenure. All six gained
tenure. Included in that group was one female
over the age of 40. . . .
In 1991-92, . . . there were two persons seeking
tenure. One was a male, 52, and got tenure. And,
the female, 28, she did not get tenure. In 1992-93, there were two teachers seeking tenure. They
were both female. They both got tenure. They
were both over the age of 40. . . .
In 1993-94, there . . . were two teachers seeking
tenure, both female. One got tenure, age 45. One
did not, age 47.
In 1994-95, six teachers gained tenure . . . six
out of nine gained tenure, three did not. The
three that did not include the plaintiff and two
others both over the age of 40; 46, 48, and 52
respectively. One teacher who did gain tenure, of
the six was 43 years of age and female. One was
40 years of age and male. . . .
Plaintiff claims this is a pattern. I don't see
any pattern.
But viewing plaintiff's evidence in its entirety and according
her the benefit of favorable inferences, we cannot say it is so
one-sided that a reasonable juror could not conclude defendant's
legitimate, nondiscriminatory reasons for not rehiring plaintiff
were pretextual.
Reversed and remanded for further proceedings consistent
with this opinion.
Footnote: 1 According to Peter Van Schaick in his article Sizing Up Downsizing Cases for Age Discrimination, 144 N.J.L.J. 20-21 (1996), one may calculate an odds ratio and, if less than a 64" rule of thumb, an adverse impact is indicated in most circumstances. Breaking down plaintiff's statistics into teachers granted tenure and those denied tenure on one axis, and teachers age of forty-five or older and those under forty-five on the second axis, an "odds ratio" of 3.57%, which indicates age discrimination, can be obtained. After recalculating using a cut-off of age forty, the odds ratio becomes 19%, still indicative of potential age discrimination.