AARON, J. —
For many in this country, the practice of yoga is an entirely secular experience undertaken for reasons such as increasing physical flexibility,
After a careful review of the extensive evidence presented in the trial court concerning the nature of the particular yoga program at issue in this case, we conclude that the program is secular in purpose, does not have the primary effect of advancing or inhibiting religion, and does not excessively entangle the school district in religion. Accordingly, we conclude that the trial court properly determined that the district's yoga program does not violate our state Constitution.
In February 2013, appellants Stephen and Jennifer Sedlock, and their children, J.S. and F.S., by and through their guardian, William Frederick Bentz (collectively Sedlocks), filed this action against the Encinitas Union School District, its superintendent, Timothy Baird, and the district's five governing board members (collectively the District).
The District is a public school district consisting of nine elementary schools. It serves approximately 5,600 students in grades kindergarten through sixth, who live in Encinitas and the La Costa area of Carlsbad.
Ashtanga yoga is a form of yoga developed and popularized by K. Pattabhi Jois. According to Jois, the meaning of yoga is explained in a series of Hindu texts, including the Bhagavad Gita, the Upanishads, and Yoga Sutras. Jois first established an institute for the teaching of Ashtanga yoga in India in the 1940s, and introduced Ashtanga yoga in the United States after traveling to Encinitas in 1974.
Ashtanga yoga prescribes approximately 100 yoga poses, including two series of opening poses, two series of poses characterized as either primary or intermediate, and a series of finishing poses.
During the 2011-2012 school year, the Jois Yoga Foundation (the Foundation) funded a yoga program at one of the District's schools, Capri Elementary. According to the trial court, the Foundation
The principal of Capri Elementary hired Jennifer Brown, who also taught at a Jois yoga studio in Encinitas,
District officials were pleased with the yoga program at Capri Elementary. Assistant superintendent David Miyashiro decided to attempt to secure additional funding from the Foundation in order to expand the yoga program to all of the District's schools.
In July 2012, the District presented the Foundation with a grant proposal. The grant proposal contained an overview that stated in part: "The following puts into place a partnership between the ... Foundation and the ... District ... to deliver a world class mind/body wellness program at all nine Encinitas elementary schools. The core foundation of this program will be built around providing students, staff, and families access to Ashtanga Yoga on a regular basis throughout the year."
The grant proposal further specified that "comprehensive yoga instruction" would be provided to all students, and that classes would be taught by "certified yoga instructors, selected and hired by District staff and trained by ... Foundation teachers." The grant proposal also provided that the District would develop a yoga curriculum that would be "scalable and transferable to other settings." One aspect of the curriculum was to be instruction concerning "life skills built around key themes of yoga instruction such as self-discipline, balance, and responsibility."
The Foundation awarded the grant, and the Foundation and the District entered into a memorandum of understanding. The memorandum of understanding specified that the Foundation would award the District "$533,720 for the implementation of a district-wide yoga program." The memorandum of understanding further stated, "as agreed upon by both parties and detailed within the approved grant ... proposal, [the District] will provide the oversight for the implementation of a comprehensive yoga instruction for [kindergarten through sixth] grade students and the development of curriculum supporting yoga instruction with a focus on life skills."
The District also entered into an agreement with Regur Development Group, Inc. (Regur), to act as a personnel manager with respect to the grant, including formally hiring the yoga teachers and overseeing the human resources aspects of their employment.
After the grant was awarded in the summer of 2012, the District and the Foundation each compiled a list of potential candidates to teach the classes. From these lists, 22 individuals were invited to attend several training sessions during the summer. Miyashiro, a representative from the Foundation, and a representative from Regur oversaw the training sessions. During the sessions, the Foundation's representative assisted in evaluating whether the prospective candidates could teach yoga poses to children. From this pool of candidates, the District, through its principals, selected 10 individuals to teach yoga classes in the District's yoga program.
In November 2012, the District completed an initial draft of its yoga curriculum. The draft curriculum consisted of a series of grade-specific lesson plans for the teaching of various yoga poses, breathing exercises, and character traits. The curriculum also contained guided meditation scripts to be used during the lessons.
At the beginning of the 2012-2013 school year, five schools participated in the yoga program. The yoga program was expanded to all nine schools in January 2013. As described in detail in part III.C.3.b., post, the classes involved instruction in performing various yoga poses, proper breathing, and relaxation. The classes also contained instruction designed to instill various character traits, such as empathy and respect.
As the District began implementing the program, some parents complained that the program was religious. The trial court described the manner by which the District responded to these complaints as follows: "When the program was rolled out to the parents over the Summer of 2012, there were complaints from parents that the program was religious. The District responded by remov[ing] anything considered [a] cultural component[] or that could be arguably deemed religious. Jennifer Brown's Ashtanga tree poster was removed almost immediately (and that was her personal poster).[
The District continued to revise its yoga curriculum, and released a second version in the spring of 2013. As with the initial curriculum, the revised curriculum, discussed in detail in part III.C.3.b., post, consists of a series of grade-specific lesson plans for the teaching of various yoga poses, proper breathing, relaxation, and character traits. Unlike the fall 2012 curriculum, the spring 2013 curriculum did not include guided meditation scripts. In addition, the revised curriculum omitted certain references from the initial draft curriculum that the Sedlocks contend were "overtly religious." For example, the Sedlocks note that the statement, "[y]oga brings [out] the inner spirit of the child," which appeared in the 2012 curriculum was removed from the 2013 curriculum.
The Sedlocks contend that the trial court erred in concluding that the District's yoga program does not constitute an establishment of religion in violation of article I, section 4 of the California Constitution.
The parties disagree as to the proper standard of review. The Sedlocks contend that this court should apply the de novo standard of review to their
In Ghirardo v. Antonioli (1994) 8 Cal.4th 791, 800-801 [35 Cal.Rptr.2d 418, 883 P.2d 960], the Supreme Court outlined the appropriate standard of review to be applied in cases in which an appellant's claim raises a mixed question of fact and law. "... `There are three steps involved in deciding a mixed fact/law question. The first step is the establishment of basic, primary or historical facts. The second is the selection of the applicable law. The third is the application of law to the facts. All three trial court determinations are subject to appellate review. Questions of fact are reviewed by giving deference to the trial court's decision. Questions of law are reviewed under a nondeferential standard, affording plenary review. [Citation.] However, as to the third step, the application of law to fact ... "`[i]f ... the question requires us to consider legal concepts in the mix of fact and law and to exercise judgment about the values that animate legal principles, then the concerns of judicial administration will favor the appellate court, and the question should be classified as one of law and reviewed de novo.'"' [Citation.]"
The Sedlocks' claim raises a question of mixed fact and law. Specifically, the Sedlocks make assertions on appeal that pertain to the historical facts of this case, including how the yoga teachers in this case were trained and certified, how the District developed the yoga curriculum, and the nature of the relationship between the Foundation and the District. We apply the substantial evidence standard of review to the trial court's factual findings with respect to such issues. We apply the de novo standard of review in selecting the applicable law and in applying such law in determining whether the District's yoga program violates the establishment clause of the state Constitution.
Article I, section 4 of the California Constitution provides in relevant part: "The Legislature shall make no law respecting an establishment of religion."
Thus, in determining whether a government practice violates the establishment clause of the state Constitution, California courts are guided by First Amendment establishment clause jurisprudence. (See, e.g., East Bay, supra, 24 Cal.4th at p. 719 ["Our construction of the establishment clause of article I, section 4 is ... guided by decisions of the Supreme Court."]; Sands v. Morongo Unified School Dist. (1991) 53 Cal.3d 863, 883 [281 Cal.Rptr. 34, 809 P.2d 809] (lead opn. of Kennard, J.) (Sands) ["federal cases ... supply guidance for interpreting [the establishment clause of state Constitution]"].)
While the United States Supreme Court "has acknowledged that it does not apply the Lemon test in every establishment clause case" (California Statewide Communities Development Authority v. All Persons Interested etc. (2007) 40 Cal.4th 788, 808 [55 Cal.Rptr.3d 487, 152 P.3d 1070]), and the test is "much maligned by scholars and various Justices, Lemon has never been overruled" (Alvarado v. City of San Jose (9th Cir. 1996) 94 F.3d 1223, 1231 (Alvarado)). Accordingly, we apply the Lemon test as a structure for our analysis, and, where applicable, address other pertinent authority. (See, e.g., Paulson v. Abdelnour (2006) 145 Cal.App.4th 400, 422 [51 Cal.Rptr.3d 575] ["we will use the Lemon test as a structure for our analysis and where applicable, employ the teaching of [other United States Supreme Court] and California authority"].)
It is undisputed that Hinduism is a religion. We assume, without deciding, that Ashtanga yoga, insofar as it prescribes the practice of an eight-limbed form of yoga in which the eighth and final limb is "union with the universal or the divine," is a religion for purposes of the establishment clause of the California Constitution. (Cf. Brown v. Woodland Joint Unified School Dist. (9th Cir. 1994) 27 F.3d 1373, 1378 (Brown) [assuming, without deciding, that Wicca is a religion and applying the Lemon test in order to determine whether school district's curriculum violated establishment clauses of the Cal. and federal Constitutions].) Accordingly, we apply the Lemon test to determine whether the District's yoga program advances Hinduism or Ashtanga yoga.
The Sedlocks do not contest that the District's yoga program has a secular purpose. Further, the record contains overwhelming evidence demonstrating that the District instituted the yoga program for a secular purpose, namely, to
Finally, in determining whether the challenged practice has a primary effect that advances or inhibits religion, we evaluate the challenged government
In assessing whether a reasonable observer would view the District's yoga program as advancing or inhibiting religion, we begin by reviewing the trial court's factual findings concerning the District's yoga program as it existed in 2013. The trial court noted that the 2013 written curriculum contains half-hour lesson plans that prescribe "yoga poses performed in a definite sequence," labeled with kid-friendly names. The court noted that the curriculum also "involve[s] controlled breathing and some introspection and thinking." The court analogized the poses "to isometric ... stretching exercises." For example, the court explained that one pose in the curriculum is called "boat." To perform the boat, the child "[lies] on his or her back, [and] extend[s] his legs, arms up." The court noted that while the curriculum prescribes an opening and closing sequence of poses that are identical to a series of poses performed in Ashtanga yoga, the curriculum does not contain all of the 100-or-so yoga poses performed in Ashtanga yoga.
The court summarized a typical lesson plan as follows:
The trial court also reviewed the declarations of the yoga teachers and a school principal who had attended yoga classes at her school, and noted there had been a "uniform denial of anything spiritual, religious, or anything like that being taught in the classes." In addition, the court viewed videos of excerpts of the yoga classes and read declarations of parents who were opposed to the yoga program.
We have carefully reviewed the evidence upon which the trial court made this determination, and agree that a reasonable observer would view the content of the District's yoga program as being entirely secular. As the trial court described in its statement of decision, the District's yoga classes consist of instruction in performing yoga poses, breathing, and relaxation, combined with lessons on building positive personal character traits, such as respect and empathy. We see nothing in the content of the District's yoga program that would cause a reasonable observer to conclude that the program had the primary effect of either advancing or inhibiting religion.
We acknowledge that a reasonable observer would be aware that the grant funding the District's yoga program specified that the "core foundation" of
The Sedlocks' arguments in support of their claim that a reasonable observer would view the District's yoga program as having a primary effect that advances or inhibits religion are unpersuasive and/or not supported by the trial court's factual findings.
In a related vein, the Sedlocks argue that a reasonable observer would be aware that the Distict's "yoga instructors must be certified and trained by the
In Johnson v. Poway Unified School Dist. (9th Cir. 2011) 658 F.3d 954, 974 (Johnson), for example, the Ninth Circuit rejected a First Amendment establishment clause challenge based on a teacher's display of Tibetan prayer flags. The teacher testified that the flags were used as part of a discussion of fossils found on and near Mount Everest.
The same is true in this case. While for some, certain yoga poses have a religious significance, the evidence in this case demonstrates that the District directed its students to perform these poses for purely secular reasons, and did not instruct the students regarding the religious significance of the poses. A reasonable observer would not conclude that the District is engaged in religious activity merely because teachers directed the children to perform poses that some individuals consider to have religious significance.
The Sedlocks' contention that "even if one assumes ... that Ashtanga is not being taught, the student [(as a reasonable observer)] would still understand that yoga is religious" (italics added), is also less than convincing. If, by this argument, the Sedlocks mean merely that yoga has religious roots, such a historical connection clearly would not lead a reasonable observer to conclude that the District's yoga program is religious.
Our conclusion that yoga is not inherently religious is consistent with the only case of which we are aware that has addressed whether a school district's teaching of yoga violated the establishment clause of the First Amendment, Altman v. Bedford Cent. School Dist. (2d Cir. 2001) 245 F.3d 49 (Altman). In Altman, the court described the yoga instruction that students received as follows: "In 1998, Fox Lane High's athletic director invited Agia Akal Singh Khalsa, a Sikh minister, to conduct yoga exercises for students in gym class. Khalsa, who wore a Sikh turban, a traditional Sikh robe, and the beard of a Sikh minister, has a trademark name of `the Yoga Guy.' He led the class in breathing and stretching exercises designed to achieve relaxation, followed by `positive affirmations' such as `I am happy, I am good.' He received a small stipend from School District funds for his time and travel." (Id. at p. 60.)
The plaintiffs in Altman contended that the use of a Sikh priest to conduct the yoga exercises constituted an endorsement of Eastern religions, in violation of the establishment clause of the First Amendment. (Altman, supra, 245 F.3d at pp. 56, 60.) The district court concluded that the yoga instruction did not violate the First Amendment because "`although the presenter was dressed in a turban and wore the beard of a Sikh minister, he did not in his yoga exercise presentation advance any religious concepts or ideas.'" (245 F.3d at pp. 65-66.) The Second Circuit affirmed the district court's conclusion, stating only that it was doing so "substantially for the reasons stated ... in the district court's opinion." (Id. at p. 80.) Altman supports the
In addition, the record in this case contains abundant evidence that contemporary yoga is commonly practiced in the United States for reasons that are entirely distinct from religious ideology. Yes! Yoga for Encinitas Students submitted the declaration of Dr. Mark Singleton. Dr. Singleton has a Ph.D. in divinity from Cambridge University and has studied yoga extensively. Dr. Singleton stated, "[Y]oga as it has developed in the United States in the past 150 years is a distinctly American cultural phenomenon.... Many of the elements which contributed to its current form are in no way inherently religious." Yes! Yoga for Encinitas Students also submitted a declaration from Brandon Hartsell, the chair of the board of directors of Yoga Alliance, a nonprofit trade association that supports yoga as a profession. Hartsell stated that the "modern practice of yoga is typically comprised of a physical system of exercises, coupled with breathwork and mindfulness practices, that [are] unconnected to a religious denomination." Attached to Hartsell's declaration is a 2012 study of yoga in the United States based on a representative sample of the adult United States population. The study contains a graph entitled "Top Motivations That Keep Them Practicing Yoga," which reflects that the most common motivations that people gave for practicing yoga included increased flexibility (67.9 percent), stress relief (61.8 percent), and improvement in physical health (60.5 percent). The record also contains numerous newspaper and other media articles describing various types of yoga classes that appear to lack even a hint of religious content.
This evidence is consistent with this court's assessment that contemporary yoga in the United States is ubiquitous in secular culture. (See Altman v. Bedford Cent. School Dist. (S.D.N.Y. 1999) 45 F.Supp.2d 368, 385, affd. in part & revd. in part on other grounds (2d Cir. 2001) 245 F.3d 49 ["yoga practices are widely accepted in the western world, simply for their exercise benefits ..."].) Thus, while the Sedlocks compare the District's yoga classes to a Roman Catholic mass in arguing that it would surely violate the establishment clause for a school district to require its students to participate in such a mass, the analogy is inapt because yoga is commonly practiced for secular purposes and, as such, is clearly distinguishable from overtly sectarian activities such as a Catholic mass. (See Brown, supra, 27 F.3d at p. 1382 [distinguishing fantasy activities based on witchcraft in school curriculum from "[b]aptism, communion, and the rosary [which] are `overt religious exercises,' performed for sectarian purposes" (italics omitted)].)
The purported inherent religious nature of yoga is the fundamental premise that underlies much of the Sedlocks' appeal. For example, the Sedlocks assert that "yoga is without question a Hindu religious exercise or practice that is
In sum, in light of the lack of any evidence that the District's yoga program advances any religious concepts or ideas, we conclude that a reasonable observer would not view the program as either advancing or inhibiting religion.
"`Entanglement is a question of kind and degree ...' [citation], and this `prong seeks to minimize the interference of religious authorities with secular affairs and secular authorities in religious affairs.'" (Nurre, supra, 580 F.3d at p. 1097.)
The Sedlocks' excessive entanglement claim is based on two principal arguments. First, the Sedlocks claim that the manner by which the District exercised control over its yoga teachers and yoga curriculum resulted in excessive entanglement. Second, the Sedlocks claim that the District engaged in a "joint religious venture" with the Foundation. We consider each argument in turn.
The gist of the Sedlocks' first argument is that the District became entangled with religion when it modified its yoga program in response to parental complaints about the purportedly religious elements of that program, and that the need to supervise the implementation of the yoga program in the future will result in continued entanglement. The flaw in this argument is twofold. To begin with, many, if not all, of the changes that the District made to the yoga program throughout 2012 in an attempt to alleviate parental concerns about the purported religious nature of the program changed practices that did not even arguably raise an establishment clause violation. For example, the District eliminated the teaching of Sanskrit names for various yoga poses, yet we see no possible establishment clause violation arising out of the fact that yoga teachers had previously been teaching children the Sanskrit names for yoga poses. While the Sedlocks contend that many Hindus consider Sanskrit a sacred language with each word "encoded with consciousness," there is no evidence that the District's teachers taught children Sanskrit words in an attempt to secretly brainwash their students into adopting a particular religious viewpoint. Thus, the District's acts in removing elements such as teaching the Sanskrit names of yoga poses in order to appease concerned parents did not amount to an entanglement with religion.
Second, even as to those elements that arguably could have raised establishment clause concerns, such as the display of a tree labeled in Sanskrit that described the eight limbs of Ashtanga yoga, the District's prompt action in removing these elements did not cause the District to become entangled in the type of sustained and ongoing interaction that would
The Sedlocks' contention that the District will be required to "closely monitor[]" the teaching of yoga in its schools in order to ensure that religious elements are not introduced into the program in the future and that such "surveillance" creates the type of "entanglements that the United States Supreme Court condemned in Lemon," is not persuasive. In Lemon, the Supreme Court considered the constitutionality of a statute under which a state paid salary supplements to teachers who were employed by a religious organization and were teaching in parochial schools, as long as those teachers taught only courses offered in public schools and used only texts and materials used in public schools. (Lemon, supra, 403 U.S. at pp. 607, 615, 619.) The Lemon court concluded that an excessive entanglement with religion arose from the statutory scheme because "[a] comprehensive, discriminating, and continuing state surveillance will inevitably be required to ensure that these restrictions are obeyed and the First Amendment otherwise respected." (Id. at p. 619.)
Unlike in Lemon, in this case, the yoga teachers are not employed by a religious organization and the classes are taught in public schools. Any monitoring of the yoga teachers to ensure that they do not teach religious concepts would be no greater than the monitoring than would be required to ensure that an ordinary classroom teacher is not inculcating religion in his or her students. (Cf. Agostini v. Felton (1997) 521 U.S. 203 [138 L.Ed.2d 391, 117 S.Ct. 1997] [rejecting establishment clause challenge to remedial education program in which public school teachers taught disadvantaged students in parochial schools (521 U.S. at pp. 208-209) and stating "there is no reason to presume that, simply because she enters a parochial school classroom, a full-time public employee such as a Title I teacher will depart from her assigned duties and instructions and embark on religious indoctrination ..." (id. at p. 226)].)
The Sedlocks' second entanglement argument is that District's relationship with the Foundation resulted in excessive entanglement. "A relationship results in an excessive entanglement with religion if it requires `sustained and
As discussed in part III.C.3.b., ante, the trial court made detailed findings supported by substantial evidence that the District, alone, was responsible for the curriculum and that the Foundation's involvement in training and certifying the teachers was limited to assisting the District in ensuring that yoga teachers would be proficient in teaching yoga poses to the students. Further, there was no evidence that the Foundation attempted to monitor or influence the yoga program in order to ensure that any purported religious goals were met. While there was evidence that one yoga teacher, Jennifer Brown, may have also worked part time for the Foundation, there was no evidence concerning the nature of her employment with the Foundation or how that employment might serve to entangle the District with religion. In short, the evidence of the interaction between the Foundation and District was strictly that of a passive funder and grant recipient, and in no way reflected an "`interference of religious authorities with secular affairs ....'"
The judgment is affirmed.
McConnell, P. J., and Huffman, J., concurred.
Although the Sedlocks brought several other claims in their petition/complaint, their sole claim on appeal pertains to the causes of action referenced in the text.
Similarly, the Sedlocks contend that the religious nature of the District's yoga program is demonstrated by the fact that some children chanted "Om" during some of the classes. Even assuming that a child's chanting of "Om" reflects a genuine religious expression rather than mere mimicry of a stereotypical yogi, the District does not teach chanting as a component of its yoga program.
We interpret the trial court's statement that "yoga is religious" in the following quotation from its statement of decision as meaning merely that yoga has religious roots and that, for some individuals, yoga is practiced for religious reasons: