Statement on Charlene Carter Appeals Court Victory in Case Against Southwest and TWU Union
Earlier today a three-judge panel of the Fifth Circuit Court of Appeals issued a decision in flight attendant Charlene Carter’s case against Southwest Airlines and the Transport Workers Union (TWU) Local 556 for illegally firing her in retaliation for expressing her religious beliefs. The decision affirms that Southwest and TWU violated federal law for their respective roles in her termination.
Carter is receiving free legal aid from the National Right to Work Legal Defense Foundation in the case, which was originally filed in 2017. More details can be found here.
National Right to Work Foundation President Mark Mix issued the following statement about the latest victory in Carter’s case:
“This decision is another victory for Charlene Carter. The Court of Appeals has affirmed that both TWU union bosses and Southwest Airlines violated Carter’s legal rights when the union instigated her termination by Southwest in response to voicing her opposition to union political activism, including union activities that violated her religious beliefs.”
“We are proud to help Charlene defend her legal rights. But her case exposes a bigger injustice in American labor law: that workers can be forced to accept union ‘representation’ they oppose and, adding insult to injury, can be forced to pay fees to that union. It is outrageous that, even though the court confirmed that the TWU union and Southwest violated Carter’s legal rights, Carter is still forced to subsidize TWU union bosses or else be fired by Southwest. We hope Carter’s victory today will prompt an overdue conversation about how coercive union boss power infringes on the rights of millions of hardworking Americans.”
Court of Appeals Hearing Arguments in Case Brought by Southwest Flight Attendant Who Was Illegally Fired for Criticizing Union Officials
District Court jury found and federal judge ruled: TWU union and Southwest violated multiple federal laws in firing Charlene Carter
New Orleans, LA (June 3, 2024) – Today, a three-judge panel of the United States Fifth Circuit Court of Appeals is hearing arguments in an appeal of a 2022 District Court decision that found that Southwest Airlines and the Transport Workers Union (TWU) Local 556 illegally fired veteran flight attendant Charlene Carter in retaliation for Carter expressing her religious beliefs. Carter filed the lawsuit in 2017 with free legal aid from the National Right to Work Legal Defense Foundation.
Her lawsuit against the TWU Local 556 union and Southwest challenged her termination by Southwest at the behest of TWU union officials as a violation of both the Railway Labor Act and Title VII of the Civil Rights Act. In 2022, a jury in the U.S. District Court for the Northern District of Texas awarded Carter $5.1 million in combined compensatory and punitive damages against TWU and Southwest for their respective roles in her unlawful termination.
In December 2022, the U.S. District Court for the Northern District of Texas ordered Southwest and the union to give Carter the maximum amount of compensatory and punitive damages permitted under federal law, plus back-pay, and other forms of relief that a jury originally awarded following Carter’s victory in a July 2022 trial. The Court also ordered that Carter be reinstated as a flight attendant at Southwest, writing that, “Southwest may ‘wanna get away’ from Carter because she might continue to express her beliefs, but the jury found that Southwest unlawfully terminated Carter for her protected expressions.”
Both the union and Southwest appealed their loss to the Court of Appeals, resulting in today’s arguments.
Flight Attendant Challenged Union Officials for Their Political Activism
Carter resigned from union membership in 2013 but was still forced to pay fees to TWU Local 556 as a condition of her employment. The Railway Labor Act (RLA), the federal law that governs labor relations in the air and rail industries, permits the firing of employees for refusal to pay dues and preempts the protections that state Right to Work laws provide.
However, the RLA does protect employees’ rights to refrain from union membership, to speak out against the union and its leadership, and to advocate for changing the union’s current leadership.
In January 2017, Carter, a pro-life Christian, learned that then-TWU Local 556 President Audrey Stone and other Local 556 officials used union dues to attend a political rally in Washington, D.C., which was sponsored by activist groups she deeply opposed, including Planned Parenthood.
Carter, a vocal critic of Stone and the union, sent private Facebook messages to Stone challenging the union’s support for political positions that were contrary to Carter’s beliefs, and expressing support for a recall effort that would remove Stone from power. Carter also sent Stone a message emphasizing her commitment to a National Right to Work law after the union had sent an email to employees telling them to oppose Right to Work.
After a meeting at which Southwest officials confronted Carter about her posts protesting union officials’ positions, the company fired Carter. In 2017, Carter filed her federal lawsuit challenging the firing as a clear violation of her rights under two federal laws. She maintained that she lost her job because of her religious beliefs and criticized how union officials spent employees’ dues and fees on political activism.
Ultimately, after an eight-day July trial, a federal jury agreed with Carter and her Foundation staff attorneys. In email communications unearthed and introduced at trial by Foundation staff attorneys, TWU union militants advocated for “targeted assassinations” of union dissidents and mocked Carter for being unable to stop her money from going toward union-backed causes she opposed.
“Southwest and TWU union officials made Ms. Carter pay an unconscionable price just because she decided to speak out against the political activities of union officials in accordance with her deeply held religious beliefs,” stated National Right to Work Foundation President Mark Mix. “Yet rather than comply with the jury’s decision and the District Court order, Southwest and TWU union bosses have decided to attempt to defend their ‘targeted assassinations’ against a vocal union critic.
“We are proud to defend Ms. Carter throughout this prolonged legal case to vindicate her rights,” added Mix. “Ultimately, her case should prompt nationwide scrutiny of union bosses’ coercive, government-granted powers over workers, especially in the airline and rail industries, because even after winning her reinstatement Charlene and her colleagues at Southwest and other airlines under union control are forced, as per the Railway Labor Act, to pay money to union officials just to keep their jobs.”
Airline Workers Ask Appeals Courts to Invalidate Union Dues Opt-Out Schemes
The following article is from the National Right to Work Legal Defense Foundation’s bi-monthly Foundation Action Newsletter, November/December 2020 edition. To view other editions or to sign up for a free subscription, click here.
Cases challenge requirement that workers opt out of union political spending or else pay full dues
Just “plane” wrong: United Airlines fleet service employee Arthur Baisley (left) and JetBlue Airways pilot Christian Popp (right) are fighting to end schemes that deduct union political expenses out of workers’ paychecks without their consent.
NEW ORLEANS, LA – With free legal representation from National Right to Work Legal Defense Foundation staff attorneys, two airline workers have filed cases challenging union boss policies that require workers to opt out in order to exercise their First Amendment right not to fund union political activities, as recognized in the Foundation-argued 2018 Janus v. AFSCME Supreme Court decision.
The two federal class-action lawsuits were brought for United Airlines fleet service employee Arthur Baisley and JetBlue Airways pilot Christian Popp. They are currently pending in the U.S. Courts of Appeals for the Fifth and Eleventh Circuits respectively.
Workers Challenge Compelled Political Speech
Baisley’s case against the International Association of Machinists (IAM) union has been fully briefed and is tentatively set for oral argument the week of November 30. Meanwhile, the opening brief for Popp’s case against the Air Line Pilots Association (ALPA) union was filed in early October.
The lawsuits contend that under Janus and the 2012 Knox v. SEIU Supreme Court cases — both argued and won by Foundation staff attorneys — no union dues or fees can be charged for union political activities without a worker’s affirmative consent.
Despite this, union officials at the IAM and ALPA enforce complicated opt-out policies that require workers to object to funding union political activities or else pay full union dues. Foundation staff attorneys argue that the Janus decision’s opt-in requirement applies to airline and railroad employees covered by the Railway Labor Act (RLA), taken together with longstanding precedent protecting private sector workers from being required to pay for union political and ideological activities.
Mr. Baisley and Mr. Popp both work in Right to Work states (Texas and Florida, respectively), but the RLA preempts state law. Consequently, they can be forced to pay union dues or fees or be fired. Even under the RLA, however, union bosses cannot legally force workers to pay for political activities.
Cases Could Expand Janus Protections to Private Sector
The lawsuits argue IAM and ALPA’s opt-out policies are designed to trap unwilling participants into full dues in violation of their First Amendment rights. This forces workers to subsidize union political activities against their will, including the part of full dues that union officials use to support their radical political agenda and handpicked candidates for office.
“IAM and ALPA union officials have demonstrated a blatant disregard for the rights of the very workers they claim to represent by creating complicated obstacles for independent-minded workers who want to exercise their right not to fund union ideological activities,” said National Right to Work Foundation Vice President Patrick Semmens. “Although Janus’ biggest impact was to secure the First Amendment rights of all public employees across the nation not to be required to fund Big Labor, these cases demonstrate that Janus’ implications can also protect the rights of private sector workers.”
