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Michael Novakhov - SharedNewsLinks℠

Curriculum and Conscience

Who bears the primary responsibility for shaping a child’s moral imagination: the state or their parents? Last term, in Mahmoud v. Taylor, the Supreme Court answered with uncommon clarity in cases where the parents’ religion is at stake: when public schools press lessons that undermine the faith of young pupils, parents may halt participation. The decision matters on three planes. 

Doctrinally, it may signal a weakening of Employment Division v. Smith’s constraint on free exercise claims. Sociologically, it highlights the conflict that arises when government curricula collide with the religious sentiment of a substantial portion of the population, in this case shaped by the Abrahamic code. Politically, by giving religious families an opt-out from religiously burdensome curricula, it may paradoxically shore up public education against the voucher and homeschooling movements that demand a complete exit from government schools.

Mahmoud v. Taylor arose from the school district of Montgomery County, Maryland, which created an “inclusive” English language curriculum for students from kindergarten to fifth grade. In this curriculum, the students read or had read to them several books that many parents believed celebrated same-sex marriage and gender transitions. Initially, the county gave notice of the classes in which these materials would be used and permitted parents to opt out without their children incurring unexcused absences. But the county then changed course and required attendance. A coalition of Jewish, Christian, and Muslim parents sued, contending that the Court’s imposition of this curriculum violated their free exercise rights to bring up children in their faith.

The Supreme Court decision to uphold the parents’ free exercise claims rested on two doctrinal steps. First, Justice Alito, in his majority opinion, held that requiring children to attend lessons using these materials created “a real threat of undermining the religious beliefs of children” and thus burdened the parents’ free exercise rights. Second, the Court held that the neutrality of a law mandating curricula for all students did not insulate it from the strict scrutiny applicable to laws that burden religious exercise. While Employment Division v. Smith generally protected such neutral laws from free exercise challenge, the burden of this law was of the same type in the Yoder case, where the Court had upheld the Amish’s right to opt-out of a neutral legal requirement mandating high school education for fear that such instruction would distance their children from their parents’ religious beliefs and practices.

Both the doctrinal steps broke important new ground. First, in finding that material in a curriculum created a burden on free exercise rights, the court suggested that these readings could prove psychologically coercive to young children. Thus, as my friend Mark Movsesian observed in a recent podcast, Justice Alito applied an idea from Establishment Clause cases like Lee v. Weisman in which the Court previously held that government religious speech could be coercive in the context of a captive audience. This holding means that secular government speech can, in some contexts, provide the threshold for a free exercise violation.

And as the dissent notes, the scope of this holding will raise questions going forward for public schools. For instance, could a parent who professes a creationist creed opt out of a biology class in which evolution is taught? The theory for such a plaintiff parent under Mahmoud is that this curriculum would burden his free exercise rights. But the difference might well be that a high school student could be expected to treat the lesson as a scientific claim, which he could accept for purposes of the class but not otherwise. The burden on religious exercise is more questionable than in the case of a young child who would have trouble making such distinctions.

By giving religious families an opt-out from religiously burdensome curricula, Mahmoud v. Taylor may paradoxically shore up public education against the school choice movement.

Moreover, the compelling interest argument to meet strict scrutiny would also be stronger. Modern biology depends on the concept of evolution. English language instruction hardly depends on reading celebrations of same-sex marriage or gender transition. The problem here is that Montgomery County is going out of its way to morally indoctrinate children. Justice Thomas captures this aspect of the case when he observes that sex education is not a traditional curriculum in public schools. Thus, underlying the scope of Mahmoud’s holding may be an implicit history and tradition premise that has underpinned much of the recent Court’s constitutional analysis—in this case, the history and tradition of public education.

The Court’s circumscription of the scope of Smith’s famous neutrality holding may also have long-run implications. The Court was not clear about the exact nature of the burden on religious exercise that escapes the analysis of Smith. But Justice Alito did not rely on a fundamental due process right of parents to bring up their children—the so-called hybrid rights justification for Yoder’s application of strict scrutiny despite the law’s neutrality. Still, it is best to understand the exception to Smith as connected to children. Unlike adults, children cannot be expected to understand concepts like the neutrality of laws and thus may well feel the expression of neutral laws as offensive or undermining of their religion.

The Court’s treatment of Smith may also help set the stage for its overruling. When the Court considers overruling a case, it weighs whether the case’s holding has proved clear and workable. By widening an exception to Smith and not rooting it in a separate constitutional right, Alito, an avowed opponent of Smith, may hope to undermine its future viability.

This case also underscores the fault line that opens when governments promote a moral framework that opposes the religiously based morality of a majority or even a substantial minority of its people. The Abrahamic religions have been united for hundreds of years in teaching that the sexes are binary and that marriage is only between opposite sexes. It is true that some mainline Protestant and Reform Jewish congregations have recently jettisoned these positions, but these denominations remain a distinct and shrinking minority among these religions.

The social stakes of this case are thus higher than Yoder. The Amish are a tiny sect. Moreover, their almost complete rejection of modern life is likely to attract only a small band of adherents. In contrast, religions with traditional moral values remain a salient social and political force in America.

Nevertheless, same-sex marriage is now the law of the land. And progressives have assaulted binary gender categories. Given the liberal elites that exercise substantial control over education in much of the country, it is hardly a surprise that school curricula will often be designed to celebrate conduct and practices anathema to traditional religion. Literature for young children is usually celebratory. No one could read the books in this case without coming away thinking that same-sex marriage and gender transitions are good things. The teacher’s manual, suggesting that the instructor call out as “hurtful” the claim that a boy cannot become a girl, is designed to shut down religious and moral objections and assure civic conformity. The very decision to put these books in English language learning for young children is an attempt to make this perspective on sexual morality a seamless part of their upbringing, not a question that raises moral challenges.

The dissenters’ claims that these books are just factual depictions without normative resonance can be charitably described as playing economically with the truth. But they are nevertheless revealing. They do not wish to admit that creating a citizenry comfortable with same-sex marriage and gender transition is the point of the curriculum, because that seems like indoctrination. But such indoctrination is a logical demand of today’s progressive morality. To be sure, in a liberal society, it might seem possible to legalize same-sex marriage and even gender transitions, and yet at the same time not try to tamp down on strong criticism of these practices. But progressivism asserts that because such practices constitute identity, any such critique is incompatible with allowing such citizens to flourish. Hence, such moral opposition must be driven out of social discourse.

More generally, it is hard for those who see collective action as the way to bend history towards justice to permit pockets of what are regarded as reaction, even if they flow directly from traditional religious teaching. The same concern makes progressives leery of state support for private education, particularly of a religious nature. Opt-out authority in parents similarly creates a sphere of private authority within public education. It was Rousseau, whose political theories inspired liberals, progressives, and radicals, who attacked private education because it would simply transmit to the children the “prejudices” of their families. For him, education by the state is necessary to guarantee the primacy of the general will of democracy. Not surprisingly, praise of the democratic process by which local school curricula are established is a centerpiece of the dissenting opinion.

Given the Court’s constitutional authorization of school vouchers and the rise of homeschooling, progressives should be more grateful for this decision than their commentary has so far let on. Public school curricula for young and impressionable children hostile to traditional Abrahamic religions are recruiting sergeants for more school choice. And even when that movement is not successful in a particular state or locality, such curricula will encourage more homeschooling—the total opt-out option. Both results or worse for the progressive cause because they will allow students to be strengthened in what progressives would regard as prejudice and what conservatives regard as the well-formed traditions of centuries of religious teaching.

At the Founding, the state could leave religious morality largely alone because public, indeed elite, moral vocabulary aligned with that of most churches. Today, such alignment has diminished, and the government increasingly uses its classrooms to reshape the moral culture. But Mahmoud reminds us that the Constitution still grants parents the first claim on their children’s religious formation. When state instruction turns to dogma, the Constitution assigns parents the last word—and the right to withdraw.

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Michael Novakhov - SharedNewsLinks℠

Averting Fiscal Catastrophe

Reforming the federal government’s largest entitlement programs is an imposing political project that will require those with shared concerns to work together on a common plan of action. The essays published in response to my original submission in this symposium, “The Path to Entitlement Reform,” are fine examples of constructive perspectives that should inform the development of a broader consensus on how to proceed.

The three essays, from Sita Slavov, Joel Griffith, and Thomas Savidge, differed in terms of emphases and focus, but each of the authors expressed, in their own ways, that entitlement reform needs to be tethered to values and principles if it is to be successful. It is not enough to enact any changes whatsoever so long as the fiscal math improves. What is done matters immensely too, especially from the perspective of ensuring the federal government plays an appropriate, and not a disproportionate, role in American life.

First Principles

As Slavov noted, entitlement reform can be based on either explicit or implicit values. For some, the purpose might be to pay for an even more generous social welfare system with higher levels of taxation. The goal would be less income inequality, even if that might lead to slower overall income growth for future generations. For others, the aim might be to shrink the state so as to maximize the space for individuals to plan their own lives and take responsibility for their welfare.

Then there is the critical question of intergenerational equity. Slavov stresses that continued borrowing to finance consumption beyond what today’s voters are willing to pay for with taxes should be seen for what it is: a failing that violates the core value of justice. What is borrowed today lessens economic opportunities for future generations. Trust funds and other budget rules can help institutionalize the principle that today’s voters should not be free to impose excessive and avoidable costs on future taxpayers.

Griffith took up the cause of the young from a different perspective. His focus is on giving today’s workers more agency when planning their financial lives by personalizing Social Security through investment accounts. Such a reform would create a direct link between earnings and wealth accumulation for retirement, and would give millions of workers with modest incomes access for the first time to the higher returns available from equity investments and corporate bonds. 

The unstated but important values underlying the recommendations in my essay are close to what Savidge urges as a benchmark for measuring progress. For a century, defenders of a properly conceived liberalism have struggled to hold back the powerful political impulse to hand ever more power to the state in the name of economic security. It is the reason Social Security and Medicare are much larger today than when they were first conceived. The starting point for entitlement reform should be a reassertion of a sound perspective on the proper role of the state in public life, which can then inform whether gradual reforms would move in the right direction, or not. Simply raising taxes to whatever level is necessary to pay for untargeted and inefficient programs is not the answer. The recommendations in my essay were aimed at reducing the cost burden of entitlements to a level that would be tolerable, in part by prioritizing assistance for the lowest-income households.

Savidge hints at another important factor, which is prudence when weighing options. Some half-measures are better than others. For instance, it might be acceptable to agree to a payroll tax increase as part of a larger Social Security reform plan if the other provisions create the needed stability and financial space for individuals to better plan for their retirements using their own savings and resources. On the other hand, it should never be acceptable to entirely foreclose certain pathways that facilitate individual agency, even if doing so might improve the fiscal outlook.

Trust Funds

Savidge also raises a question about the value of referencing trust funds when pursuing entitlement reforms. As he notes, federal trust funds for Social Security and Medicare do not hold invested financial assets in the same way private trusts do. Rather, these trust funds are accounting devices created to provide information to elected leaders. Their purpose is to track income and outgo across multiple decades with the intention of ensuring that dedicated tax receipts roughly match spending over time. When the trust funds are projected to become depleted, as is now the expectation for both Social Security and Medicare Hospital Insurance (HI) in the 2030s, the issuance of the annual trustees reports puts Congress on official notice that corrective reforms are needed to restore balance.

Reforms which restrain future spending and provide additional space for individual responsibility and initiative should be seen as progress, even if these reforms seem to fall short of a full transformation of what now exists.

In my original essay, I argued that the trust fund construct could be used to advance needed reforms because they are familiar and accepted by both Congress and the electorate as appropriate devices for disciplining program spending. While it would be better if elected leaders acted more promptly on the warnings from the Social Security and Medicare trustees, history shows that it is not easy to ignore warnings of trust fund insolvency indefinitely. In 1983 for Social Security, and in 1997 for Medicare, Congress approved significant program changes with the express intention of preventing the relevant trust funds from becoming fully depleted of reserves. 

Trust funds are admittedly imperfect tools for restraining entitlement spending, but they are the tools now available, enjoy a degree of public support, and are far better than no tools at all.

Avoiding a Crisis, or Planning for It

Savidge’s perspective is informed by an expectation that nothing of consequence will change absent a crisis, and that when the inevitable crisis arrives, new possibilities for reform will emerge that otherwise would not be available while voters are protective of the status quo. He recommends working on principled but practical plans that can be picked up when the time is right.

It is an important perspective, but it implies that those who share his dedication to free markets and limited government will have leverage when the fateful day arrives. It is not obvious that this will be the case. It would seem at least possible that the political storm that a debt-induced economic calamity might unleash could precipitate a renewed push for even more forceful state intervention in the economy, with deficits and debt addressed via inflation and high taxes rather than reforms. There are certainly examples of such turns from history (see Argentina, pre-2023).

Moreover, a crisis does not yet seem entirely unavoidable. There are, of course, many indications that the nation’s political processes have been struggling in recent years, but that does not mean nothing will ever happen without a clear rupture forcing elected leaders to take action. For instance, it is still possible that the expected depletion of trust fund reserves in Social Security will induce Congress to take up legislation bringing expected spending in line with revenue in the coming decades. Such a measure need not be disruptive to current beneficiaries or involve precipitous tax hikes, which means it might be possible for it to pass even during a period of relative economic stability. The recommendations offered in my essay were based on the assumption that proceeding with such reforms as soon as possible would be preferable to waiting for an unpredictable crisis to upend the status quo.

Other Perspectives

The US has an ideologically diverse population, but it is important to recognize that the main entitlement programs were put into federal law during periods when the Democratic Party was ascendant. In 1935 and again in 1965, Congress was run by large Democratic majorities, which created the conditions conducive for ambitious program expansions.

Moreover, every high-income democracy has put in place similarly expansive social welfare programs. The US is in some ways an outlier in that it is the only major advanced economy that has not adopted a fully nationalized version of health insurance enrollment. Some countries, such as Germany, allow private entities to operate in the health sector, but they do so with more restrictions than is the case in the US.

When considering this history, it is reasonable to assume that it will be very challenging for a political movement to aggressively alter the direction of federal entitlements if the party that largely created what now exists opposes the reforms. It is not that such a turn is inconceivable, but it would certainly represent one of the more consequential political developments in US history if indeed it did occur.

Some recent history confirms the uphill battle that proactive politicians face when advancing reforms that break with the traditional designs of the existing programs. In 2005, President George W. Bush proposed to offer workers a voluntary personal account which would partially displace the existing Social Security benefit formula. If it had been adopted, millions of modest wage workers would be enjoying a higher level of income in retirement than they currently do under the current program. Despite the plan’s many advantages, the administration found it impossible to get traction to advance it in a GOP-controlled Congress, or even get it a fair hearing.

If the assumption that major reform is likely to require some level of bipartisan cooperation is correct, the implication is that those pushing for reforms will find themselves negotiating changes with counterparts who have entirely different objectives in mind. It was in this context that the recommendations offered in my original essay were made.

That does not mean capitulation to the status quo (with higher taxes) is inevitable. Rather, it means that reforms which restrain future spending and provide additional space for individual responsibility and initiative should be seen as progress, even if these reforms seem to fall short of a full transformation of what now exists. Today’s programs are not so big as to suffocate what is still a largely dynamic US economy. Further restraint on the government’s largest programs will help ensure that remains the case.

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Michael Novakhov (@mikenov) / Twitter

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