Board of Trustees of Illinois State University v. Illinois Educational Labor Relations Board

Appellate Court of Illinois·Decided September 15, 2026·No. 4-25-0692·Unpublished

Opinion

2026 IL App (4th) 250692-U NOTICE

This Order was filed under NO. 4-25-0692 FILED Supreme Court Rule 23 and is September 15, 2026 Carla Bender

not precedent except in the IN THE APPELLATE COURT limited circumstances allowed 4th District Appellate

Court, IL

under Rule 23(e)(1). OF ILLINOIS

FOURTH DISTRICT

THE BOARD OF TRUSTEES OF ILLINOIS STATE ) Direct Review from the UNIVERSITY, ) Illinois Educational Labor Petitioner, ) Relations Board v. ) No. 24-RC-13C THE ILLINOIS EDUCATIONAL LABOR )

RELATIONS BOARD and THE LAB SCHOOL )

EDUCATION ASSOCIATION, IEA-NEA, )

Respondents. )

JUSTICE DOHERTY delivered the judgment of the court, with opinion.

Justices Lannerd and Harris concurred in the judgment and opinion.

ORDER

¶1 Held: The Illinois Educational Labor Relations Board clearly erred in ordering the certification of 123 employees where the Heart of Illinois Low Incidence Association and the Board of Trustees of Illinois State University are joint employers of 22 of those employees.

¶2 In June 2024, the Lab School Education Association, IEA-NEA (Union) filed a petition seeking to represent 123 employees who work at Illinois State University’s two Laboratory Schools (Lab Schools) and for the Heart of Illinois Low Incidence Association (HILIA) program.

The Board of Trustees of Illinois State University (University) objected to the petition on the grounds that 22 of those employees were jointly employed by the University and HILIA and should be included in their own separate bargaining unit, as provided by the Illinois Educational Labor Relations Act (Act) (115 ILCS 5/1 et seq. (West 2024)). Finding that the 22 employees were solely employed by the University and not jointly employed by HILIA, the Illinois Educational Labor

Relations Board (Board) certified the bargaining unit.

¶3 The University now appeals, arguing that the 22 employees in question are joint employees and that, because it and HILIA have not consented to a mixed unit of jointly and solely employed workers, the unit petitioned for is inappropriate. We conclude that the Board’s holding that the University and HILIA were not joint employers was clearly erroneous, so we reverse its order of certification.

¶4 I. BACKGROUND

¶5 A. Parties and Relationships

¶6 1. The University

¶7 The University’s College of Education operates two Lab Schools: Thomas Metcalf School (Metcalf), for pre-kindergarten through eighth grade, and the University High School (U- High), for ninth through twelfth grades. These two schools are in separate buildings at the University, about one-half mile apart. Approximately 400 students attend Metcalf, and approximately 624 attend U-High.

¶8 Metcalf employs about 43 teachers, and U-High employs about 48. Metcalf and U- High occasionally share certain teachers in various subjects. Teachers at Metcalf and U-High are classified as faculty associates under the civil service classification system administered by the State Universities Civil Service System. In addition to faculty associates, Metcalf employs four teacher aides, two program coordinators, and a nurse. The nurse does occasional training at U- High. There is also a program assistant who works in the office of the director of the Lab Schools, as well as two semiprofessional employees providing extra help: a part-time lunchroom supervisor and a full-time bookkeeper (who is also is a part-time yearbook editor and ticket taker at athletic events). The assistant librarian position at Metcalf no longer exists following the 2023-24 school

year.

¶9 2. HILIA

¶ 10 HILIA is a joint educational program formed under section 10-22.31a of the School Code (105 ILCS 5/10-22.31a (West 2024)) to provide services for students with low incidence eligibility of deafness, hearing impairment, and visual impairment. HILIA is recognized by the Illinois State Board of Education (ISBE) as a legal educational entity and is governed by its member school districts through an approved joint agreement. The governing members include the University, Bloomington District 87, Livingston County Special Services Unit, Tri-County Special Education Association, McLean County Unit 5, and the De Witt-Livingston-Logan-McLean County Regional Office of Education No. 17 (ROE). ROE is the administrative and fiscal agent for HILIA.

¶ 11 HILIA provides services to students in over 30 school districts across Livingston, McLean, De Witt, and Logan counties. It provides those services in either the student’s home district or the Lab Schools as determined by the student’s Individualized Education Program. In the 2024-25 school year, 16 students received HILIA services at Metcalf, 1 at U-High, and approximately 200 in their home districts.

¶ 12 HILIA is governed by a five-person board comprised of Anthony Jones, the associate dean of the University’s College of Education and director of the Lab Schools, and a special education director from each of the other four partnering entities. The HILIA board meets monthly to approve invoices and expenses for its services, to ensure the program’s objectives are being met, and to determine the cost member districts will pay for services for their students.

¶ 13 Lisa Kendall is a University employee who serves as the HILIA director. She provides the HILIA budget for the board to review and approve. She also is authorized by the

board to create positions and post notices for applicants. The board has no role in selecting particular applicants to hire or in disciplining or discharging HILIA employees.

¶ 14 Kendall, with Jones’s approval, will select a person to hire for posted positions. She is responsible for conducting evaluations of the HILIA staff. Kendall also has the authority to discipline or discharge employees consistent with the University’s discipline and discharge procedures for faculty associates, as set forth in the University’s Faculty Associate Handbook (Handbook) or those set forth in the University’s policies and the State Universities Civil Service Act (110 ILCS 70/0.01 et seq. (West 2024)) for other civil service employees.

¶ 15 HILIA is headquartered at the Lab Schools. In addition to Kendall, its staff includes an office manager and 22 other employees: 17 faculty associates, 1 special education audiologist, 2 interpreters for the hearing impaired, and 2 special education paraprofessionals. The University also employs a skilled substitute teacher assigned to HILIA staff who provides speech-language pathology services.

¶ 16 Some HILIA faculty associates are itinerants and work only at the HILIA member school districts, some work only at the Lab Schools, and others split their time between HILIA member school districts and the Lab Schools. HILIA assigns its employees to their locations and courses. The University has no ability to assign or reassign HILIA employees to different locations or courses at the Lab Schools.

¶ 17 3. University and HILIA Functions and Duties

¶ 18 The University’s faculty associates are subject to the Handbook, and HILIA faculty associates are subject to the same Handbook. The Handbook addresses the terms and conditions of employment, including, but not limited to, hiring; compensation; benefits (sick days, personal days, bereavement, vacation days, jury duty, educational leave, family and medical leave, parental

leave, tuition waivers); absence procedures; probationary periods; discipline and dismissal; a grievance process; performance evaluations; flexible work schedules; layoffs; and additional opportunities for compensation. HILIA itinerants are subject to a separate handbook Kendall has developed.

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Board of Trustees of Illinois State University v. Illinois Educational Labor Relations Board, (Ill. Ct. App. 2026).

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