Henrie v. Carbon School District ( 2023 )

Appellate Case: 22-4015 Document: 010110811889 Date Filed: 02/13/2023 Page: 1
FILED
United States Court of Appeals
UNITED STATES COURT OF APPEALS Tenth Circuit
FOR THE TENTH CIRCUIT February 13, 2023
_________________________________
Christopher M. Wolpert
Clerk of Court
ANNETTE HENRIE,
Plaintiff - Appellant,
v. No. 22-4015
(D.C. No. 2:19-CV-00732-DAK)
CARBON SCHOOL DISTRICT, a (D. Utah)
political subdivision of the State of Utah,
Defendant - Appellee.
_________________________________
ORDER AND JUDGMENT*
_________________________________
Before TYMKOVICH, MORITZ, and ROSSMAN, Circuit Judges.
_________________________________
Annette Henrie worked for the Carbon School District as a teacher. She had a
difficult working relationship with her supervisor beginning in 2012, and then in
2016 she accused him of sexual harassment. After she retired in 2017, Ms. Henrie
sued the District under Title VII, 42 U.S.C. § 2000e-3, and Title IX, 20 U.S.C.
§ 1681, for past retaliation based on her complaints of the harassment.
*
After examining the briefs and appellate record, this panel has determined
unanimously that oral argument would not materially assist in the determination of
this appeal. See Fed. R. App. P. 34(a)(2); 10th Cir. R. 34.1(G). The case is therefore
ordered submitted without oral argument. This order and judgment is not binding
precedent, except under the doctrines of law of the case, res judicata, and collateral
estoppel. It may be cited, however, for its persuasive value consistent with
Fed. R. App. P. 32.1 and 10th Cir. R. 32.1.
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The district court granted summary judgment for the District. Because the
District engaged in no actionable retaliation, we affirm.
I. Background
The parties are familiar with the background facts, so we recite only those
necessary to our disposition.
When Ms. Henrie worked for the District, she had a poor relationship with
her supervisor, Robert Cox, the District’s Special Education and Human Resources
Director. In September 2015, she sent the District a memorandum complaining about
Mr. Cox. Although Ms. Henrie accused Mr. Cox of demeaning and belittling
behavior, she did not specifically allege sexual harassment or other unlawful
discrimination. In response, the District implemented several changes to help Ms.
Henrie, including providing her with a new supervisor. Mr. Cox never supervised her
again.
A year later, in November 2016, Ms. Henrie reported to the District that Mr.
Cox had sexually harassed her four years earlier, during the spring of 2012. In a
written complaint she accused Mr. Cox of staring at her body in sexually suggestive
ways and moving his hips in a way that made her uncomfortable. She also
acknowledged that she had not previously reported the sexual harassment. The
District investigated and found Ms. Henrie’s claims were unsupported. She retired in
June 2017.
In 2019, Ms. Henrie sued the District for, among other things, retaliation in
violation of Title VII and Title IX. The district court granted summary judgment for
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the District on all her claims. With respect to retaliation, although the court found
Ms. Henrie’s 2016 complaints were protected activity, it concluded no reasonable
jury could find the alleged conduct—excluding her from meetings; taking her off
Medicaid billing training; and issuing her a corrective letter—constituted materially
adverse employment actions.
Ms. Henrie appeals only the grant of summary judgment on her retaliation
claims.
II. Analysis
Ms. Henrie alleges the district court erred in granting summary judgment
on her retaliation claims. She contends enough evidence exists for them to go to
a jury.
We review a grant of summary judgment de novo, applying the same
standard as the district court. Henderson v. Inter-Chem Coal Co., 41 F.3d 567,
569 (10th Cir. 1994). Summary judgment is appropriate if “there is no genuine
dispute as to any material fact and the movant is entitled to judgment as a matter
of law.” Fed. R. Civ. P. 56(a). “An issue of material fact is genuine”—and will
therefore preclude summary judgment—“if a ‘reasonable jury could return a
verdict for the nonmoving party.’” Henderson, 41 F.3d at 569 (quoting Anderson
v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986)).
Title VII prohibits employers from retaliating against employees who
engage in protected activity, i.e., opposing “an unlawful employment practice”
like discrimination because of sex. 42 U.S.C. § 2000e-3(a). Title IX prohibits
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educational programs that receive federal funding from retaliating against
employees who oppose discrimination because of sex. Jackson v. Birmingham
Bd. of Educ., 544 U.S. 167, 178 (2005). Sexual harassment is discrimination
because of sex. Escue v. N. Okla. Coll., 450 F.3d 1146, 1152 (10th Cir. 2006)
(Title IX); Winsor v. Hinckley Dodge, Inc., 79 F.3d 996, 1000 (10th Cir. 1996)
(Title VII).
To make a prima facie case of retaliation, Ms. Henrie must show (1) she
engaged in protected activity; (2) she suffered an adverse employment action; and
(3) “there is a causal connection between the protected activity and the adverse
employment action.” Penry v. Fed. Home Loan Bank of Topeka, 155 F.3d 1257,
1263–64 (10th Cir. 1998) (internal quotation marks omitted). An employee
engages in protected activity only if she opposes an unlawful employment
practice. Petersen v. Utah Dep’t of Corr., 301 F.3d 1182, 1188 (10th Cir. 2002).
To establish an adverse employment action, Ms. Henrie must show “a
reasonable employee would have found the challenged action materially adverse,
which in this context means it well might have dissuaded a reasonable worker
from making or supporting a charge of discrimination.” Burlington N. & Santa
Fe Ry. v. White, 548 U.S. 53, 68 (2006) (internal quotation marks omitted;
emphasis added). “[N]ot everything that makes an employee unhappy is an
actionable adverse action.” Smart v. Ball State Univ., 89 F.3d 437, 441 (7th Cir.
1996). Generally, “petty slights, minor annoyances, and simple lack of good
manners” do not qualify. White, 548 U.S. at 68. “Otherwise, minor and even
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trivial employment actions . . . would form the basis of a discrimination suit.”
Johnson v. Weld County, 594 F.3d 1202, 1216 (10th Cir. 2010) (internal quotation
marks omitted). Adverse conduct must carry “a significant risk of humiliation,
damage to reputation, and a concomitant harm to future employment prospects”
to be considered actionable. Annett v. Univ. of Kan., 371 F.3d 1233, 1239 (10th
Cir. 2004) (internal quotation marks omitted).
We agree with the district court that the 2015 complaint does not allege
protected activity. Although the complaint alleged Mr. Cox treated Ms. Henrie
poorly and unprofessionally, it never alleged Mr. Cox engaged in sexual
harassment or other discriminatory acts because of her sex.
But Ms. Henrie’s 2016 complaint—when she specifically accused Mr. Cox
of sexual harassment—does constitute protected activity under Title VII and Title
IX. We thus consider whether the District’s alleged retaliatory conduct
constituted materially adverse employment actions.
Ms. Henrie contends the District engaged in three forms of retaliatory
conduct. We conclude they do not qualify as materially adverse employment
actions.
A. Meetings
Ms. Henrie first alleges the District retaliated against her by excluding her
from meetings she normally participated in.
When she was still supervised by Mr. Cox, he occasionally asked Ms.
Henrie to substitute for him at special education directors’ meetings. After the
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complaints (it is unclear from the briefs whether the September 2015 complaint or
the November 2016 complaints are the basis for this claim), she claims she was
excluded from directors’ meetings. But she makes no claim that her new
supervisor intentionally excluded her from the meetings. Moreover, since Ms.
Henrie was not a director and did not regularly attend those meetings, any
“exclusion” was—at most—a petty slight.
Ms. Henrie also asserts she was left out of a spring 2017 meeting about
how the District would respond to a request from the Utah State Board of
Education. She claims this was a project she ordinarily would have been
involved in. But all the record shows is that only a minor piece of information
from Ms. Henrie was needed for the report, so someone else was tasked to obtain
it. Mr. Cox also testified he could not use Ms. Henrie for the project “because at
that time [he] was to have no contact with [Ms. Henrie].” Supp. App. 497.
Again, Ms. Henrie’s exclusion from one meeting where she only had to
provide a minor data point was not a materially adverse action.
B. Medicaid Billing Training
Ms. Henrie next alleges the District retaliated against her by stopping her
training on Medicaid billing. She never actually did any billing but rather “did
the Medicaid time studies” because she “was supposed to take over the Medicaid
billing” when the incumbent left, so she “was supposed to go in and be trained.”
Supp. App. 161–62. But she did not do significant training because the
incumbent “wasn’t ready to step down yet.” Supp. App. 163. The District later
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informed Ms. Henrie that someone else would take over billing if and when the
incumbent stepped down.
By her own admission, Ms. Henrie had not undergone significant training
because the incumbent was not ready to leave. Cf. White, 548 U.S. at 69(emphasis added) (“But to retaliate by excluding an employee from a weekly
training lunch that contributes significantly to the employee’s professional
advancement might well deter a reasonable employee from complaining about
discrimination.”). Her case may have been different if she had undergone
significant training, had done some billing, was on the cusp of taking over
billing, or had a set date when she would take over. But here, the District
stopped Ms. Henrie from doing minimal training for a position she might take
over at some undetermined point in the future.
This was not a materially adverse action.
C. Letter
Lastly, Ms. Henrie alleges the District retaliated against her when it issued
a letter in January 2017 that accused her of talking negatively about Mr. Cox.
Her conduct supposedly made other employees uncomfortable, violated several
District policies, and interfered with her work. The letter was “a directive to stop
spreading negative information” and to focus on her work. App. 205. The letter
stated that if Ms. Henrie believed the District “received inaccurate information
and [she had] not been speaking negatively about Mr. Cox and [had] been
[fulfilling her responsibilities], then [she should] please continue to do [her] job
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as expected.” Id. The letter emphasized it was “a directive and not a disciplinary
letter” and that it would “not go in [her] permanent personnel file.” Id.By its plain terms, the letter was not a formal reprimand or other
disciplinary measure. And the District even acknowledged it could be wrong on
the substance and requested clarification if necessary. Importantly, the letter
stated it would not be placed in Ms. Henrie’s permanent personnel file, indicating
it would not be used for future employment decisions or otherwise harm her. Nor
does she allege that it caused her to retire after the 2016-17 school year. See
Alabi v. Vilsack, 860 F. App’x 576, 582 (10th Cir. 2021) (concluding a warning
letter was not a materially adverse employment action when there was no
evidence it caused the employee “any serious injury or material disadvantage”).
The corrective letter would not have dissuaded a reasonable employee from
reporting discrimination and cannot be considered a materially adverse
employment action.
* * *
In sum, Ms. Henrie has not provided sufficient evidence to show she
suffered a materially adverse employment action. Because no reasonable jury
could find the District engaged in retaliatory conduct, summary judgment was
appropriate.
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III. Conclusion
For the foregoing reasons, we affirm the district court.
Entered for the Court
Timothy M. Tymkovich
Circuit Judge
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