OCTOBER TERM 2010 · DECIDED APRIL 4, 2011 · 5–4

563 U. S. ___ · No. 09-987 · Argued November 3, 2010

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Arizona Christian School Tuition Organization v. Winn

ReversedFinal ruling
school vouchersseparation of church and statetaxpayer lawsuitstax creditsreligious schools

Opinion of the Court by Justice Kennedy, joined by Justices Roberts, Scalia, Thomas, and Alito

The Supreme Court ruled that Arizona taxpayers could not sue to challenge a state tax credit for donations to private-school scholarship organizations, even though many of those organizations fund religious schools.

The Court held that a tax credit is different from a government expenditure for standing purposes, because the money at issue belongs to the taxpayers who choose to donate it rather than to the state treasury, so the challengers never suffered the kind of injury needed to get into federal court.

How it got here: A federal trial court dismissed the suit for failing to state a claim; the Ninth Circuit reversed, finding standing and a valid Establishment Clause claim; the state and intervenors sought Supreme Court review.

The Case in Depth

What happened

Arizona gives dollar-for-dollar tax credits to people who donate to school tuition organizations (STOs), which use the money to fund scholarships for students at private schools, including religious ones. A group of Arizona taxpayers sued the state's tax director, arguing the credit amounted to government support for religion in violation of the Establishment Clause, since many recipient schools were religious and some allegedly discriminated based on religion in admissions.

The question before the Court

Could Arizona taxpayers sue over a state tax credit for donations to school-tuition groups, arguing it favored religious schools?

The Court's answer

No — the Court ruled that the Arizona taxpayers could not sue over the tuition tax credit, because a tax credit is legally different from a government expenditure. The taxpayers relied on Flast v. Cohen, a narrow exception letting people sue as taxpayers when the government spends tax money on religion in violation of the Establishment Clause. But the Court held that exception requires the government to have extracted and spent a taxpayer's own money on religion, and a tax credit does the opposite: it lets people direct their own money as they choose, without ever handing it to the state treasury.

Because no taxpayer's money was ever extracted and spent on a religious purpose, the challengers could not show the kind of personal, traceable injury Article III requires, and could not show that blocking the credit would fix any harm to them. As a result, they lacked standing, and their Establishment Clause claim was dismissed without ever being decided on the merits.

Curious how the Court got there? See the step-by-step legal reasoning →

Why it matters

People who want to challenge government support for religion funneled through tax credits, rather than direct spending, will generally be unable to do so in federal court merely as taxpayers. States and other governments can structure aid to religious institutions as tax credits to make Establishment Clause lawsuits harder to bring, reducing one avenue for judicial oversight of religious funding.

What changes now

This is a final decision on the narrow question of standing, not a ruling on whether the Arizona tax credit actually violates the Establishment Clause. Because the taxpayers lacked standing, their underlying constitutional claim is dismissed and will not be decided on the merits by any court. The tax credit program continues to operate as before, and similar tax-credit programs elsewhere are largely shielded from taxpayer-only Establishment Clause suits.

What this does not decide

The Court did not decide whether Arizona's tax credit actually violates the Establishment Clause, and it left open that people who suffer individualized, non-taxpayer injuries — such as students or parents directly affected by discriminatory scholarship rules — might still have standing to sue on different grounds.

Concurrences and dissents

Concurrence — Justice Scalia

Justice Scalia argued that Flast itself is an unprincipled anomaly that cannot be reconciled with Article III's limits on federal judicial power, and that he would overrule it entirely rather than distinguish it. He joined the majority only because it applied Flast honestly to find no standing, rather than stretching or warping the precedent to reach that result.

Dissent — Justice Kagan

Justice Kagan argued that tax credits and direct government expenditures have identical practical effects and that the majority's distinction between them has no basis in precedent or logic, since both divert public resources to religious organizations. She pointed out that five prior Supreme Court cases treated taxpayer challenges to tax breaks funding religion as having standing without question, and warned that the ruling lets governments easily evade Establishment Clause review by simply using tax credits instead of appropriations.

How the Court got there

The legal reasoning, step by step

  1. The Court began with the baseline rule that being a taxpayer alone does not usually give someone standing to sue over how the government raises or spends money, because any effect on an individual taxpayer's bill from a given program is too speculative and shared with everyone else.
  2. The Court then asked whether the taxpayers could fit within Flast v. Cohen, a 1968 case creating a narrow exception letting taxpayers sue when the government uses its taxing-and-spending power to fund religion in violation of the Establishment Clause.
  3. Flast requires a logical link between the taxpayer's status and the type of law being challenged, plus a link between that status and the specific constitutional violation claimed — together showing that the government extracted and spent a taxpayer's own money on religion against her conscience.
  4. The Court reasoned that a tax credit is fundamentally different from a government expenditure: when someone donates to a scholarship group and takes the credit, they are directing their own money, not money that ever belonged to the state treasury, so no dissenting taxpayer's funds are being extracted and spent on religion.
  5. Because the tax credit did not extract and spend any taxpayer's own money, the Court concluded the taxpayers suffered no particularized injury and could not show causation or redressability, so they fell outside the Flast exception and lacked Article III standing altogether.

Doctrinal impact

Laws and provisions at issue

Establishment Clause (First Amendment)

Bars government from officially supporting or favoring religion.

Article III

Limits federal courts to deciding real disputes, requiring plaintiffs to show they were actually harmed.

Cases affected by this decision

Limits Flast v. Cohen (392 U. S. 83)

The Court narrowed Flast's taxpayer-standing exception to exclude challenges to tax credits, applying it only to direct expenditures.

Supreme Court Opinion

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Arizona Christian School Tuition Organization v. Winn | SCOTUS Reporter