Kastel v. Winnetka Board of Education, District 36

975 F. Supp. 1072, 1997 U.S. Dist. LEXIS 13181, 1997 WL 536092
CourtDistrict Court, N.D. Illinois
DecidedAugust 28, 1997
Docket96 C 1008
StatusPublished
Cited by5 cases

This text of 975 F. Supp. 1072 (Kastel v. Winnetka Board of Education, District 36) is published on Counsel Stack Legal Research, covering District Court, N.D. Illinois primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Kastel v. Winnetka Board of Education, District 36, 975 F. Supp. 1072, 1997 U.S. Dist. LEXIS 13181, 1997 WL 536092 (N.D. Ill. 1997).

Opinion

MEMORANDUM OPINION AND ORDER

CASTILLO, District Jugde.

This action involves a variety of claims all based on the defendants’ failure to re-hire plaintiff Joan Kastel after her retirement in 1995. At this point in the litigation, four of the plaintiffs claims remain. Count I is an age discrimination claim brought under the ADEA, 29 U.S.C. § 621 et seq. Count II alleges that the defendants retaliated against Kastel because of her objections to their discriminatory treatment of her. Count VI is a breach of contract claim, and Count IX is a claim under the Illinois constitution’s equal protection clause based on retaliation for the exercise of pension rights. The defendants have moved for summary judgment on all claims.

RELEVANT FACTS 1

Joan Kastel began working for the Win-netka school system in 1964, when she was thirty years old. She has a bachelor’s degree and is certified in speech and language pathology. From all accounts, Kastel loved her work and was very good at it. Evaluations and letters indicate that Kastel was outstanding in her work with children and their parents. During the 1993-94 school year, Kastel was working as a full-time speech-language pathologist in the Greeley School, one of four elementary schools in the *1076 Winnetka public school system. The principal in that school was Sandy Karaganis.

In 1993, the Illinois legislature enacted an early retirement incentive program for public school teachers and administrators, known as the “5 + 5” program — its provisions involved, among other things, extra pension credits accumulated over a five year period. Teachers and administrators over the age of 50 with certain minimum levels of service were permitted to take advantage of the 5 + 5 program during the 1993-94 and 1994-95 school years. Although other early retirement incentive programs were in effect before and after this period, the 5 + 5 program provided higher-than-usual incentives to retire.

Joan Kastel met the eligibility requirements for the “5 + 5” program and, during the 1993-94 school year, became interested in retiring if she could continue to work in some capacity thereafter. When she mentioned her interest to her principal, Sandy Karaganis, Karaganis urged her to stay at the school at least through 1993-94. Kastel also spoke with the superintendent of the Winnetka school system at that time, Don Monroe, about continuing to teach after retiring under the 5 + 5 program. Monroe was experiencing some difficulty in accommodating the wishes of all of the teachers who wished to retire, because a large number of those interested in the 5 + 5 program wanted to continue working as long as possible before retiring, deferring the 5 + 5 acceptance until 1994-95. Monroe was one person short of reaching the number of people retiring during 1993-94 that would permit the deferral of the remaining retirements. In order to reach the necessary number of 1993-94 retirements, Monroe offered Nina Goldstein, a foreign languages teacher, a guarantee of five years of post-retirement part-time work if she would retire during the 1993-94 year. Goldstein accepted this offer. When Kastel spoke to Monroe about her own options, Monroe offered the same deal to Kastel. Kastel indicated to Monroe that she thought that she would be able to work part-time after retirement even without accepting Monroe’s deal, and that she preferred to retire at the end of the 1994-95 school year. Monroe did not offer Kastel future part-time employment if she were to retire in 1994-95, but neither did he disabuse her of the notion that she might be able to gain such employment through her own efforts. Monroe himself took advantage of the 5 + 5 program and retired at the end of the 1993-94 school year.

Kastel continued working full-time at the Greeley School during the 1994-95 school year. Early in 1995, she and her principal, Karaganis, began discussing ways that Kas-tel could work part-time after her retirement under the 5 + 5 program. Karaganis knew a speech-language pathologist named Ghita Lapidus whom she was eager to bring to Greeley, and she asked Kastel to meet with Lapidus to explore the possibility of sharing the position beginning the next fall. Kastel did meet with Lapidus, and early indications were that Kastel would indeed be able to work part-time after retiring, sharing her old position with Lapidus. In February 1995, Karaganis issued a school bulletin that noted, among other items, that teachers who chose to retire would be able to work up to 100 days or 500 hours annually in their current positions after retirement. Although the source of Karaganis’ information is not clear, state law indeed permitted retirees to work part-time after their retirement under certain restrictions. See 40 ILCS 5/16-118.

On February 16, 1995, Kastel wrote the new school superintendent, Becky van der Bogert, regarding her plans to retire and then return to work part-time. Kastel indicated that she planned to take 5 + 5 retirement at the end of the year, but that she would reconsider that decision if she could not work part-time thereafter. Van der Bo-gert, who was aware of four other teachers who wanted to pursue the same plan, told the principals of the five teachers that school board approval of their plans could not be assumed. At the same time, van der Bogert asked the school district’s Business Manager, Shelley Clark, to prepare information on the five teachers’ current salaries, the amounts that the district would have to pay into their retirement accounts when they selected the 5 + 5 program, their salaries if re-hired part-time, and the amount of money the district would save by hiring less experienced teachers instead.

*1077 Van der Bogert presented this data, along with the five teachers’ requests to continue working after retirement, to the school board in an executive session held in April 1995. The board discussed the matter among themselves and arrived at a consensus that none of the five teachers would be re-hired after their retirement. 2 No resolution on the subject was passed, and as no notes were kept of the executive sessions of the board, there is no written documentation of this decision. Board members, including then-President Ogata and then-Vice President (now President) Steve Adams, have testified that the board’s decision was based on fiscal concerns, educational concerns (a stated preference for full-time employees, and an assumption that “continuity” could not be achieved if retirees were hired), and concerns for equity, i.e., treating all retirees alike. Immediately after the April 1995 meeting, van der Bogert advised the five teachers of the board’s decision not to re-hire them.

On May 31, 1995, van der Bogert received a letter from Rastel about her continuing desire to continue working after retiring. The letter stated that Rastel believed that “a commitment was made to employ [her] half time at Greeley for the 1995-96 school year,” that she had accepted that offer, and had acted in reliance on it “in making plans for next year.” Rastel also expressed her desire to submit an application for employment.

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975 F. Supp. 1072, 1997 U.S. Dist. LEXIS 13181, 1997 WL 536092, Counsel Stack Legal Research, https://law.counselstack.com/opinion/kastel-v-winnetka-board-of-education-district-36-ilnd-1997.