MITCHELL V. HELMS
530 U.S. 793 (2000)
NATURE OF THE CASE: The Federal Government distributes funds to state and local
governmental agencies, which in turn lend educational materials and equipment to public and
private schools, with the enrollment of each participating school determining the amount of
aid that it receives. The dispute in this case is whether this aid as applied in Jefferson
Parish, Louisiana, is a law respecting an establishment of religion, because many of the
private schools receiving the aid in that parish are religiously affiliated.
FACTS: Chapter 2 is a federal program that channels federal funds to local educational
agencies (LEA's), which are usually public school districts, via state educational agencies
(SEA's), to implement programs to assist children in elementary and secondary schools. The
program provides for the acquisition and use of instructional and educational materials,
including library services and materials (including media materials), assessments, reference
materials, computer software and hardware for instructional use, and other curricular
materials.' LEA's and SEA's must offer assistance to both public and private schools
(although any private school must be nonprofit). Several restrictions apply to aid to
private schools. Most significantly, the 'services, materials, and equipment' provided to
private schools must be 'secular, neutral, and nonideological.' Private schools may not
acquire control of Chapter 2 funds or title to Chapter 2 materials, equipment, or property.
Respondents filed suit in December 1985, alleging that Chapter 2, as applied in Jefferson
Parish, violated the Establishment Clause of the First Amendment of the Federal
Constitution. The District Court for the Eastern District of Louisiana granted summary
judgment in favor of respondents. Under the second part of the three-part test in Lemon v.
Kurtzman, the program had the primary effect of advancing religion: The materials and
equipment loaned to the Catholic schools were direct aid to those schools and because the
Catholic schools were 'pervasively sectarian.' A new judge reversed the decision of the
former and upheld Chapter 2. The Court of Appeals for the Fifth Circuit faced a dilemma
between the Ninth Circuit's holding and analysis in Walker and the subsequent decisions in
Rosenberger and Agostini, and, on the other hand, holdings in Meek and Wolman. The Fifth
Circuit abandoned any effort to find coherence in the case law or to divine the future
course of decisions and instead focused on particular holdings. The Fifth Circuit concluded
that Meek and Wolman controlled, and thus it held Chapter 2 unconstitutional.
ISSUE:
RULE OF LAW:
HOLDING AND DECISION:
LEGAL ANALYSIS:
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