368 NLRB No. 38
MARBURN ACADEMY, INC.
368 NLRB No. 38
NOTICE: This opinion is subject to formal revision before publication in the
bound volumes of NLRB decisions. Readers are requested to notify the Ex-
ecutive Secretary, National Labor Relations Board, Washington, D.C.
20570, of any typographical or other formal errors so that corrections can
be included in the bound volumes.
Marburn Academy, Inc. and Michqua Levi. Case 09–
CA–224092
August 1, 2019
DECISION AND ORDER
BY CHAIRMAN RING AND MEMBERS KAPLAN
AND EMANUEL
On February 14, 2019, Administrative Law Judge An-
drew S. Gollin issued the attached decision. The Re-
spondent filed exceptions and a supporting brief, the
General Counsel and the Charging Party each filed an
answering brief, and the Respondent filed a reply to each
answering brief.
The National Labor Relations Board has delegated its
authority in this proceeding to a three-member panel.
The Board has considered the decision and the record
in light of the exceptions and briefs and has decided to
affirm the judge’s rulings, findings,1 and conclusions and
to adopt the recommended Order as modified and set
forth in full below.2
ORDER
The National Labor Relations Board orders that the
Respondent, Marburn Academy, Inc., New Albany,
Ohio, its officers, agents, successors, and assigns, shall
1. Cease and desist from
(a) Disciplining, withdrawing employment contracts,
discharging, or otherwise discriminating against employ-
ees because they engage in statutorily protected activity.
(b) Requiring employees to agree to refrain from en-
gaging in statutorily protected activity as a condition of
their continued employment.
(c) Requiring employees to follow the Marburn Prob-
lem-Solving System to resolve disagreements and com-
mit to seeking out the lower division head, associate head
of school, and/or head of school to assist in the process.
(d) In any like or related manner interfering with, re-
straining, or coercing employees in the exercise of the
rights guaranteed them by Section 7 of the Act.
1 The Respondent has excepted to some of the judge’s credibility
findings. The Board’s established policy is not to overrule an adminis-
trative law judge’s credibility resolutions unless the clear preponder-
ance of all the relevant evidence convinces us that they are incorrect.
Standard Dry Wall Products, 91 NLRB 544 (1950), enfd. 188 F.2d 362
(3d Cir. 1951). We have carefully examined the record and find no
basis for reversing the findings.
2 We shall modify the judge’s recommended Order to include the
Board’s standard remedial language for the violations found, and we
shall substitute a new notice to conform to the Order as modified.
2. Take the following affirmative action necessary to
effectuate the policies of the Act.
(a) Within 14 days from the date of this Order, offer
Michqua Levi full reinstatement to her former job or, if
that job no longer exists, to a substantially equivalent
position, without prejudice to her seniority or any other
rights or privileges previously enjoyed.
(b) Make Michqua Levi whole for any loss of earn-
ings and other benefits suffered as a result of the discrim-
ination against her, in the manner set forth in the remedy
section of the judge’s decision.
(c) Compensate Michqua Levi for the adverse tax
consequences, if any, of receiving a lump-sum backpay
award, and file with the Regional Director for Region 9,
within 21 days of the date the amount of backpay is
fixed, either by agreement or Board order, a report allo-
cating the backpay award to the appropriate calendar
years.
(d) Within 14 days from the date of this Order, rescind
the Summary of Concerns and Corrective Action Plan
issued to Michqua Levi on May 7, 2018, and remove
from its files any reference to that discipline, as well as
the withdrawal/termination of her employment contract,
and within 3 days thereafter, notify Levi in writing that
this has been done and that none of these adverse actions
will be used against her in any way.
(e) Preserve and, within 14 days of a request, or such
additional time as the Regional Director may allow for
good cause shown, provide at a reasonable place desig-
nated by the Board or its agents, all payroll records, so-
cial security payment records, timecards, personnel rec-
ords and reports, and all other records, including an elec-
tronic copy of such records if stored in electronic form,
necessary to analyze the amount of backpay due under
the terms of this Order.
(f) Within 14 days after service by the Region, post at
its facilities in New Albany, Ohio copies of the attached
notice marked “Appendix.”3
Copies of the notice, on
forms provided by the Regional Director for Region 9
after being signed by the Respondent's authorized repre-
sentative, shall be posted by the Respondent and main-
tained for 60 consecutive days in conspicuous places,
including all places where notices to employees are cus-
tomarily posted. In addition to physical posting of paper
notices, notices shall be distributed electronically, such
as by text message, email, posting on an intranet or an
internet site, and/or other electronic means, if the Re-
3 If this Order is enforced by a judgment of a United States court of
appeals, the words in the notice reading “Posted by Order of the Na-
tional Labor Relations Board” shall read “Posted Pursuant to a Judg-
ment of the United States Court of Appeals Enforcing an Order of the
National Labor Relations Board.”
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
2
spondent customarily communicates with its employees
by such means. Reasonable steps shall be taken by the
Respondent to ensure that the notices are not altered,
defaced, or covered by any other material. If the Re-
spondent has gone out of business or closed the facilities
involved in these proceedings, the Respondent shall du-
plicate and mail, at its own expense, a copy of the notice
to all current employees and former employees employed
by the Respondent at any time since May 7, 2018.
(g) Within 21 days after service by the Region, file
with the Regional Director for Region 9 a sworn certifi-
cation of a responsible official on a form provided by the
Region attesting to the steps that the Respondent has
taken to comply.
Dated, Washington, D.C. August 1, 2019
______________________________________
John F. Ring,
Chairman
______________________________________
Marvin E. Kaplan, Member
________________________________________
William J. Emanuel
Member
(SEAL) NATIONAL LABOR RELATIONS BOARD
APPENDIX
NOTICE TO EMPLOYEES
POSTED BY ORDER OF THE
NATIONAL LABOR RELATIONS BOARD
An Agency of the United States Government
The National Labor Relations Board has found that we
violated Federal labor law and has ordered us to post and
obey this notice.
FEDERAL LAW GIVES YOU THE RIGHT TO
Form, join, or assist a union
Choose representatives to bargain with us on
your behalf
Act together with other employees for your bene-
fit and protection
Choose not to engage in any of these protected
activities.
WE WILL NOT discipline, withdraw your employment
contract, discharge, or otherwise discriminate against you
because you engage in statutorily protected activity.
WE WILL NOT require employees to agree to refrain
from engaging in statutorily protected activity as a condi-
tion of their continued employment.
WE WILL NOT require employees to follow the Mar-
burn Problem-Solving System to resolve their disagree-
ments and commit to seeking out the lower division
head, associate head of school, and/or head of school to
assist in the process.
WE WILL NOT in any like or related manner interfere
with, restrain, or coerce you in the exercise of the rights
listed above.
WE WILL, within 14 days from the date of the Board’s
Order, offer Michqua Levi full reinstatement to her for-
mer job or, if that job no longer exists, to a substantially
equivalent position, without prejudice to her seniority or
any other rights or privileges previously enjoyed.
WE WILL make Michqua Levi whole for any loss of
earnings and other benefits resulting from her unlawful
discipline and discharge, less any net interim earnings,
plus interest, plus reasonable search-for-work and inter-
im employment expenses.
WE WILL compensate Michqua Levi for the adverse tax
consequences, if any, of receiving a lump-sum backpay
award, and WE WILL file with the Regional Director for
Region 9, within 21 days of the date the amount of back-
pay is fixed, either by agreement or Board order, a report
allocating the backpay award to the appropriate calendar
years.
WE WILL, within 14 days from the date of the Board’s
Order, rescind the Summary of Concerns and Corrective
Action Plan issued to Michqua Levi and remove from
our files any reference to that discipline, as well as the
subsequent withdrawal/termination of her employment
contract, and WE WILL, within 3 days thereafter, notify
her in writing that this has been done and that the disci-
pline and discharge will not be used against her in any
way.
MARBURN ACADEMY, INC.
The
Board’s
decision
can
be
found
at
https://www.nlrb.gov/case/09–CA–224092 or by using
the QR code below. Alternatively, you can obtain a copy
of the decision from the Executive Secretary, National
Labor Relations Board, 1015 Half Street, S.E., Washing-
ton, D.C. 20570, or by calling (202) 273-1940.
MARBURN ACADEMY INC.
3
Erik Brinker, Esq., for the General Counsel.
Jan E. Hensel and Jacqueline N. Rau, Esqs., for the Respond-
ent.
Justin A. Morocco, Esq., for the Charging Party.
DECISION
I. INTRODUCTION1
ANDREW S. GOLLIN, Administrative Law Judge. This case
was tried on December 20–21, 2018,2 in Columbus, Ohio,
based on allegations that Marburn Academy, Inc. (Respondent)
violated Section 8(a)(1) of the National Labor Relations Act
(Act) when it disciplined and later failed to renew/terminated
Michqua Levi’s employment because of her protected activity.
In early April, Levi spoke with fellow teachers about workplace
concerns, including, among others, the teacher pay scale and
the display of favoritism. Following those discussions, Levi
informed her coworkers that she planned to email the chairman
of the school’s board of directors about the concerns, and she
urged them to do the same. On April 10, Levi emailed the
chairman about these and other concerns. Thereafter, the head
of school demanded that Levi meet with him about the email
and her attempts to recruit others to write letters to complain
about the leadership. Following that meeting, on May 7, the
head of school issued Levi a written warning for sending the
email, for failing to follow the school’s problem-solving sys-
tem, and for creating divisiveness by asking staff “to join [her]
letter writing campaign.” He also issued Levi a corrective ac-
tion plan that conditioned her continued employment on her
refraining from this sort of conduct in the future. Levi later
shared the warning and corrective action plan with coworkers
and board members and referred to it as an “extortion contract.”
Upon learning of this, the head of school withdrew Levi’s con-
tract for the 2018/2019 academic year, thereby terminating her
employment.
The General Counsel contends Levi was engaged in, or was
believed to have been engaged in, protected, concerted activity,
and Respondent disciplined and later ended her employment
because of those activities, in violation of Section 8(a)(1) of the
Act. Respondent contends Levi’s conduct was not protected or
concerted, but rather personal griping stemming from her dis-
satisfaction with her annual performance evaluation and related
wage increase. For the reasons stated below, I find Respondent
1 Abbreviations in this decision are as follows: “Tr.” for transcript;
“GC Exh.” for General Counsel’s Exhibits; “R. Exh.” for Respondent’s
Exhibits; “GC Br.” for General Counsel’s brief; “CP Br.” for Charging
Party’s brief; and “R. Br.” for Respondent’s brief.
2 All dates refer to 2018, unless otherwise stated.
violated the Act as alleged.
II. STATEMENT OF THE CASE
On July 20, Levi filed the unfair labor practice charge
against Respondent in this case. On October 30, the Regional
Director for Region 9, on behalf of the General Counsel of the
National Labor Relations Board, issued a complaint alleging
that Respondent’s statements and conduct violated the Act. On
November 13, Respondent filed its answer denying the alleged
violations and raising certain defenses.
At the hearing, all parties were afforded the right to call and
examine witnesses, present any relevant documentary evidence,
and argue their respective legal positions orally. Respondent,
Charging Party, and General Counsel filed post-hearing briefs,
which I have carefully considered.3 Accordingly, based upon
the entire record, including the post-hearing briefs and my ob-
servations of the credibility of the witnesses, I make the follow-
ing findings, conclusions of law, and remedy and recommended
order.
III. FINDINGS OF FACT4
A. Jurisdiction
At all material times, Respondent has been a corporation
with an office and place of business in New Albany, Ohio, and
has been operating a private, not-for-profit independent day
school serving grades 2 through 12, focusing on students with
learning difficulties and attention issues. In conducting its
operations during the 12-month period ending October 15, Re-
spondent derived gross revenues in excess of $1 million. Dur-
ing this time period, Respondent purchased and received at its
school products, goods, and materials valued in excess of
$5000 directly from points outside the State of Ohio. Respond-
3 Respondent filed a motion to strike the General Counsel’s post-
hearing brief because it exceeded the page limit, but then Respondent
withdrew the motion following clarification regarding the scope of the
page-limit requirements.
4 Although I have included citations to the record to highlight par-
ticular testimony or exhibits, my findings and conclusions are not based
solely on those specific citations, but rather on my review and consid-
eration of the entire record. The findings of fact are a compilation of
credible testimony and other evidence, as well as logical inferences
drawn therefrom. To the extent testimony contradicts with the findings
herein, such testimony has been discredited, either as having been in
conflict with credited testimony or other evidence, or because it was
incredible and unworthy of belief. In assessing credibility, I primarily
relied upon witness demeanor. I also have considered factors such as:
the context of the witness's testimony, the quality of the witness’s recol-
lection, testimonial consistency, the presence or absence of corrobora-
tion, the weight of the respective evidence, established or admitted
facts, inherent probabilities, and reasonable inferences that may be
drawn from the record as a whole. See Double D Construction Group,
339 NLRB 303, 305 (2003); Daikichi Sushi, 335 NLRB 622, 623
(2001) (citing Shen Automotive Dealership Group, 321 NLRB 586, 589
(1996)), enfd. sub nom., 56 Fed. Appx. 516 (D.C. Cir. 2003). Credibil-
ity findings need not be all-or-nothing propositions. Indeed, nothing is
more common in judicial decisions than to believe some, but not all, of
a witness’s testimony. Daikichi Sushi, supra at 622; Jerry Ryce Build-
ers, 352 NLRB 1262, 1262 fn. 2 (2008) (citing NLRB v. Universal
Camera Corp., 179 F.2d 749, 754 (2d Cir. 1950), revd. on other
grounds 340 U.S. 474 (1951)).
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
4
ent admits, and I find, that it has been an employer engaged in
commerce within the meaning of Section 2(2), (6), and (7) of
the Act. Based on the foregoing, I find this dispute affects
commerce and that the Board has jurisdiction of this case, pur-
suant to Section 10(a) of the Act.
B. Respondent’s Hierarchy
Respondent’s school is divided into three divisions: lower
(grades 2–5), middle (grades 6–8), and high school (grades 9–
12). The teachers in each division report to a division head.
The division heads report to the associate head of school, Scott
Burton. Burton oversees the day-to-day operations of the
school, and he reports to the head of school, Jamie Williamson.
Williamson reports to the board of directors, led by chairman
Brian Hicks.5
C. Background
Michqua Levi has been teaching for over 30 years. She be-
gan working for Respondent as a full-time teacher in 2012.
During the 2017/2018 school year, Levi co-taught second and
third grade with fellow teacher, Angie Bell. As a full-time
teacher, Levi worked under a 1-year, nonrenewing employment
contract. Every spring, Levi received her individual contract
setting forth her salary for the upcoming school year, and she
separately received her performance evaluation for the current
year.
Teachers and staff also receive an updated copy of the em-
ployee handbook. The handbook contains Respondent’s poli-
cies and procedures. Among them is the Marburn Problem
Solving System (MPSS), which states, in pertinent part:
Core Principles
…
The core principle of the problem-solving system is that the
conflict resolution dialogue should occur between the particu-
lar individuals who are in disagreement or conflict.
With the exception of the role of the moderator mentioned be-
low it is expected that the individuals who are not directly in-
volved in the disagreement will not become involved as par-
ties to the conflict. However, nothing herein is intended to
limit employees’ rights to engage in concerted activity as pro-
tected by the National Labor Relations Act.
We believe that this principle applies equally to all members
of the Marburn community including students, teachers, ad-
5 The parties stipulated that Williamson, Burton, and Beth Weakley
(chief financial officer) are supervisors and agents of Respondent with-
in the meanings of Sec. 2(11) and 2(13) of the Act, respectively. (Tr.
16.) The complaint alleges Hicks is a statutory supervisor and agent,
which Respondent denies. Based on his position as board chairman,
and his communications on behalf of the school (as described below), I
find Hicks is a Sec. 2(13) agent of Respondent because employees
could reasonably believe that he speaks for management. Zimmerman
Plumbing & Heating Co., 325 NLRB 106 (1997), enfd. in relevant part
188 F.3d 508 (6th Cir. 1999). However, I do not find Hicks is a statu-
tory supervisor. The Act defines a supervisor as an individual having
certain authority over other employees. The only individual Hicks
oversees is Williamson, a Sec. 2(11) supervisor, and, therefore, not an
“employee” under Sec. 2(3) of the Act. (Tr. 477.)
ministrators, parents, and trustees, and that it should guide
resolution of conflict at all of those levels.
In the following circumstances, an additional party may be
productively involved in the problem solving process: An in-
dividual who is party to a dispute or disagreement may legit-
imately elect to process the situation confidentially with a
trusted friend or advisor as a way of preparing for a conflict
resolution dialogue. Just as a teacher may serve as a modera-
tor when students are engaged in resolving a dispute, it may
be useful for the adult parties in a conflict resolution dialogue
to agree on a trusted and neutral third party to serve as moder-
ator of the discussion.
On other occasions, an administrator may use his or her au-
thority to convene and moderate a dialogue between the par-
ties to a disagreement.
Our experience has demonstrated that productive resolution of
conflicts or disputes does not occur in large group meetings or
in public. Consequently, we encourage employees to follow
the guidelines set forth in the [MPSS] rather than airing disa-
greements in group meetings or public meetings. Again, our
encouragement of employees to utilize this method of resolv-
ing conflict shall in no way infringe on employees’ right to
engage in protected concerted activity under the National La-
bor Relations Act.
Guidelines for Responding to School Decisions by Parties to
a Disagreement
When a duly constituted decision-making authority renders a
decision in a case in which parties have been in significant
disagreement, parties should in general avoid prolonging the
dispute by sharing the issue with other constituencies for the
purpose of “enlisting allies” to help modify or reverse the de-
cision.
Guidelines for Employee Response
Employees are encouraged to follow the provisions of the
MPSS as (?) both when seeking resolution of problems and
when responding to decisions made by responsible school au-
thorities.
. . .
(GC Exh. 13, p. 8–9.)
D. Alleged Unfair Labor Practices
1. Performance evaluation and contract offer
In early March, Levi met with her division head, Miriam
Skapik, and received her performance evaluation for the 2017–
2018 school year. These written evaluations list the teacher’s
areas of strength and areas to improve.6 (GC Exh. 4.) On
6 In Levi’s evaluation, there was a reference to an “incident” involv-
ing the marketing director, Erin Barr. (Tr. 39–40.) This incident oc-
curred on Friday, January 19, when Barr was filming a promotional
video/interview of a parent in the common area outside of Levi’s class-
room. Levi unknowingly interrupted filming by walking in and out of
her classroom. There was a brief verbal exchange between Levi and
Barr about the interruption. Later that day, Levi emailed Barr stating
she did not appreciate being yelled at and treated like “some bitchy
employee” in front of a parent. (R. Exh. 3.) Levi sent a copy of the
MARBURN ACADEMY INC.
5
March 16, Levi met with the associate head of school, Scott
Burton, who presented Levi with her individual employment
contract for the 2018/2019 school year. The contract stated
Levi’s salary would be $59,230.00, which was a 4-percent in-
crease from the prior year. (GC Exh. 3.) Levi later asked Bur-
ton for more time to decide whether to sign her contract be-
cause of certain family matters, which Levi discussed with
Burton. Burton gave Levi until April 6.
2. Discussions about pay and salary scale
In early April, before she signed and returned her contract,
Levi spoke with other teachers about their pay and how it was
determined. She learned Respondent had a written pay scale
for teachers. She asked Burton for a copy and he provided her
with one. The scale was set up as a table with the annual salary
ranges or bands divided (in rows) by the teacher’s years of
experience (i.e., 0–3 years, 4–6 years, 7–10 years, and 11+
years) and (in columns) by the teacher’s performance rating
(i.e., progressing, meets expectations, and exceeds expecta-
tions). According to the scale, teachers, like Levi, with 11+
years of experience are paid between $56,268 and $60,207 if
they are progressing, between $59,081 and $63,217 if they
meet expectations, and between $62,035 and $66,378 if they
exceed expectations. (GC Exh. 5.) Although these ratings are
contained on the teacher pay scale, the evaluations do not con-
tain ratings, and teachers do not receive a document stating
whether they are progressing, meeting expectations, or exceed-
ing expectations.
Levi reviewed her evaluations and determined that her salary
for the 2018/2019 school year fell between the higher end of
the “progressing” range and the lower end of the “meets expec-
email to head of school Jamie Williamson, along with a description
about what happened. In her email, Levi stated the administration’s
failure to notify the teachers about the filming was an example of the
“lack of communication” she previously had mentioned to Williamson
as being an issue. That night, Barr emailed Levi to apologize for what
happened at school. Levi emailed back, accepting Barr’s apology and
apologizing for disrupting the filming. (R. Exh. 3.)
On Monday, January 22, Williamson met with Levi. He commented
on the tone of Levi’s email and suggested it would have been better for
her to have had a conversation with Barr, rather than to send an email.
In the meeting, and in a follow-up email, Levi told Williamson that
Barr was waving her hands in Levi’s face, and it would not have been
appropriate for Levi to talk to Barr at that moment because Levi was
upset, and she left as quickly as she could “without reacting inappropri-
ately by slapping [Barr’s] hands away and yelling back at her.” (R.
Exh. 5.) From Levi’s perspective, Williamson was blaming her for an
incident in which she believed she had been the victim. Williamson
scheduled an MPSS meeting for the three of them. (R. Exh. 4.) At this
meeting, Barr and Levi talked and resolved the matter. After the meet-
ing, Williamson pulled Levi aside and told her he had reviewed a video
recording of the incident, and he accused Levi of exaggerating Barr’s
conduct during the incident. Levi asked to see the video to explain
what happened, but Williamson refused. Later, Williamson informed
Skapik about what had occurred, but no further action was taken
against Levi or Barr.
Following her evaluation, Levi was upset that Williamson had
shared the contents of the January MPSS meeting with Skapik because
the MPSS process is supposed to be kept confidential. Levi also was
upset that Skapik referred to the incident—which had been resolved—
in Levi’s evaluation. (Tr. 40–41.)
tations” range. This upset her because she believed her perfor-
mance exceeded expectations. (Tr. 45-46.) She spoke to Bur-
ton about the matter, and he informed her that the administra-
tion was in the process of developing a rating system and “the
scale wasn't really completed yet” and the one she had “wasn’t
accurate.” Levi then asked why the school had a scale without
any criteria for ratings, and could they get rid of it. (Tr. 46.)
The record does not reflect if Burton responded to Levi about
this.
After speaking with Burton, Levi spoke with several other
teachers about the pay scale and whether they believed they
were being paid correctly under the scale. Levi spoke to a doz-
en teachers, including her co-teacher, Angie Bell, and Dr.
Christopher Geisler, the music teacher. Bell and Geisler both
confirmed they were not being paid correctly and were upset
about it. (Tr. 59–71.)
3. Gala announcement
At around the same time, Respondent sent out an announce-
ment regarding its upcoming “gala.” (GC Exh. 6.) The gala is
an annual fundraising event Respondent holds to raise money
for student scholarships. In the past, Respondent asked teach-
ers and staff to sign up to volunteer to work the event, and then
sit for dinner with the parents and donors. This year, the an-
nouncement set forth three options for staff. Option 1 was to
volunteer to work the event. These individuals may or may not
be seated at the tables for dinner, but they would receive a
meal. Option 2 was for those people selected by the head of
school or another member of management to attend as an “am-
bassador” and to sit with a specific group or table, at no cost.
Option 3 was to attend the dinner at a reduced price. (GC Exh.
6.)7
Levi was upset by this announcement, believing that it
demonstrated favoritism for the faculty or staff that manage-
ment selected to attend for free and sit with the parents and
donors as ambassadors. She spoke with Geisler, as well as
other teachers, about the announcement. She learned that Geis-
ler and some other teachers shared her concerns. (Tr. 59–61.)
Levi later informed one of the organizers of the gala, as well as
a member of the board of directors, that the options were offen-
sive, and that was why she and other teachers were not going to
attend that year. (Tr. 54–55; 69–71) (R. Exh. 17, p. 1).
4. April 10 email to Chairman Hicks & responses
At the time this was occurring, Respondent did not have a
human resources representative, and Levi and the other teachers
did not know who to go to with their questions or concerns, and
they were concerned about retaliation if they went to William-
son or Burton. After reviewing the employee handbook, Levi
7 Part of the reason for the change was that the gala had been moved
from a larger venue to a smaller venue, leaving less room to seat every-
one for dinner. (Tr. 146–147.) Also, at the hearing, Respondent intro-
duced evidence that the second option only applied to administrators,
division heads, and directors who were required to attend the gala;
teachers were not required to attend, so this option did not apply to
them. (Tr. 338–339.) Williamson testified it was his “understanding”
that administrator Lucy Godman informed the teachers what option 2
meant. (Tr. 339.) Williamson did not testify when Godman allegedly
informed the teachers of this, and she was not called to testify.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
6
spoke to a Sharon Wolfe, a member of the board, about who
teachers could go to with their concerns. Wolfe suggested that
Levi send an email the board’s chairman, Brian Hicks. Wolfe
provided Levi with Hicks’ email address. (Tr. 74–75.)
Levi informed several teachers she was going to email Hicks
about the concerns, and she asked six or seven of them to do
the same. (Tr. 76–78.) Levi explained to them that the more
letters Hicks received about their shared concerns, the more
likely the concerns would be noticed than if it was just her “tak-
ing one for the team.” (Tr. 77.) Most of the teachers told Levi
they would not write letters out of fear of losing their jobs, but
they requested that Levi send her letter to Hicks. (Tr. 77–78.)
Levi prepared a draft email to Hicks and then showed it to
Geisler to confirm it had the points they discussed. Geisler
told Levi the email looked good, and that he was going to send
one to Hicks as well. (Tr. 76–77) (Tr. 259–260).
Geisler later prepared and sent an email to Hicks asking gen-
eral questions about the gala and the teacher pay scale. Geisler
testified he kept his email general because he expected to have
the opportunity to meet with Hicks and discuss those concerns
in greater detail. (Tr. 259–260.)8
On April 10, Levi sent her email to Hicks. It reads, in perti-
nent part, as follows:
Dear Mr. Hicks,
I am the 2/3 teacher at Marburn am writing to you as I feel
very unsupported and have no trust in our current leadership
here at school [... ] Have way too many concerns to type up in
this email to you, however, I am writing to you as we have
had no HR person since December nor did she even address
issues brought to her in the couple of months she was here. I
will list just a few of the greater concerns so you can get a
general idea and would be happy to meet with you if you
want more details.
1. I am working here at Marburn because I believe in what
we do and the students we help (my daughter attended Mar-
burn in middle school so I am also a former parent). This year
I did NOT want to sign a contract to come back. I reluctantly
signed it in hopes things will change for the better. I, as well
as numerous other staff members, have applied elsewhere for
new jobs.
2. The staff morale here is at an all time low! There is a feel-
ing that Mr. Williamson shows favoritism and lack of respect
for many teachers. Options 1 and 2 of the faculty sign up for
8 Geisler testified he sent the message to Hicks, but there was no
record it was received, or returned as undeliverable. (Tr. 259–260.) I
found Geisler to be a credible witness with an honest and sincere de-
meanor. I credit that he prepared and sent the email to Hicks, but, for
whatever reason, it was not received or returned. As a current employ-
ee who provided testimony adverse to the interests of his employer, I
find his testimony was entitled to additional weight. The Board has held
that where current employees provide testimony against the interests of
their employer, and thus contrary to their own pecuniary interests, such
testimony is entitled to additional weight when credited. See Avenue
Care & Rehabilitation Center, 360 NLRB 152, 152 fn. 2 (2014); Advo-
cate South Suburban Hospital, 346 NLRB 209, 209 fn. 1 (2006); and
Flexsteel Industries, Inc., 316 NLRB 745 (1995), affd. mem. 83 F.3d
419 (5th Cir. 1996). To the extent Geisler’s testimony conflicts with
that of another witness, I credit Geisler.
the Gala was just 1 example of how little Marburn feels about
their teachers. Several of us let [administrators and staff]
know how disturbing options 1 and 2 were to the staff, yet
nothing changed, again confirming how admin feels about the
staff. PS: many staff members who attended/donated to the
gala in the past will not be there this year...that is why!
3. The pay scale grid shows an inaccurate breakdown of staff
compensation as Mr. Burton said we are not 'there yet'. If that
is the case, why is it "written that way" and what is the criteria
for raises?
4. Communication seems worse now than ever before. Too
many examples to list!
5. Where was our Headmaster during the school play? Athlet-
ic events? etc. Teachers, students AND parents notice this!
6. We are a school that advertises remediation for struggling
students, yet we have larger remediation classes that ever be-
fore and teaching to standards at grade level in math! We
have had a questionable math program for years and yet
again, we are getting a math program next year that lower di-
vision teachers were not even consulted about until it was a
"done deal ". No respect for their input before making a deci-
sion.
So many people are very afraid to share things with admin for
fear of losing their jobs. Lots of upset teachers sharing their
grip[e]s/mistrust, etc. to each other because they don't know
what to do, who to go to and certainly do not feel supported or
trust the administration. I have share[d] some of my concerns
with you and told other[s] to do so as well. I understand if
they don't come forth, there is nothing that can be done. I just
did not want to be one of those people that did not give you a
heads-up before taking another job somewhere else if I am of-
fered. I hope things get better here soon... I truly love Mar-
burn, our students, parents and my colleagues and have been a
big supporter for many years.
(GC Exh. 7.)
Levi’s co-teacher, Angie Bell, also sent an email to Hicks.
In her email, dated April 11, Bell states she had been informed
Hicks was the contact point for work-related issues at Marburn,
and she had concerns “with some administrative decisions.”
(R. Exh. 38.) She asked whether the school would be hiring a
human resources representative to go to with concerns, and
added she knew “this sentiment is common throughout the
school.” She also believed “an anonymous survey” to the staff
“asking about concerns in the building” would be helpful in
gauging their temperatures on matters. (R. Exh. 38.)
On April 12, Hicks separately emailed Levi and Bell with es-
sentially the same response. He thanked them for their com-
mitment to the school and their passion for its students, and
said he understood that all of the decisions that have been made
may not be universally supported and that recent changes have
been stressful. He went on to emphasize that one of the
school’s core principles is open communication, and that the
board intentionally defers operational matters to the head of
school and stands behind the school’s successful and proven
problem-solving process. Hicks encouraged them to follow that
process, by speaking with their division head, Burton, and,
ultimately, Williamson. Hicks expressed confidence in this
MARBURN ACADEMY INC.
7
process and the school leadership to appropriately address is-
sues like the ones Levi and Bell shared in their emails. He also
stated he was copying Williamson on his emails to them. (R.
Exhs. 12 and 38.)
Later that same day, Levi emailed Hicks, stating she had
gone through Respondent’s problem-solving process before and
it was not successful, which is why she was contacting him.
She also expressed her disappointment that Hicks had shared
her email with Williamson, and that Hicks had now put her in
an uncomfortable situation by doing so. (R. Exh. 13.)
On
April 13, Williamson emailed Levi about scheduling a meeting
to discuss the concerns she had raised in her letter to Hicks. (R.
Exh. 14.) At the time, Levi was on a trip with her husband.
At around this time, Williamson met with Angie Bell. (Tr.
342–343.) Bell did not testify at the hearing, but Williamson
testified that they met and she voiced her concerns. On April
22, Bell sent a second email to Hicks apologizing for her earlier
email and thanked him for directing her to Williamson. Bell
stated she and Williamson had spoken and he had alleviated her
concerns greatly. (R. Exh. 39.)
On April 23, following her return from her trip, Levi sent
Hicks an email that Williamson had requested a meeting to
discuss her April 10 email and she was not comfortable meet-
ing with Williamson. Levi stated that her previous meetings
with Williamson were extremely stressful and that she could
not go through another one. Levi concluded by stating the
email she had sent to Hicks on April 10 was “to inform the
board about concerns already discussed with administration,
not for answers.” (GC Exh. 9.) Hicks responded to Levi’s
email that day, stating that his advice was for her to meet with
school leadership to address her concerns if she wanted to have
them addressed, but if all she wanted to do was inform the
board of those concerns, she should consider that accom-
plished. (GC Exh. 9.)
On April 25, Williamson sent Levi an email, stating that
Hicks had forwarded to him her April 10 and 23 emails. Wil-
liamson noted there were a number of issues they needed to
discuss with her:
For example, we have learned that you have attempted to re-
cruit others to write letters to the Board Chair to complain
about the leadership. You have repeatedly expressed your dis-
satisfaction with your position here. Your current conduct is
extremely disruptive and divisive. Please note that not meet-
ing with me is not an option; it is not feasible to have a teacher
who refuses to meet with the head of school.
(GC Exh. 10.)
On April 26, Levi emailed Williamson back, stating she was
disturbed by the accusations in his email. (GC Exh. 10.) Levi
pointed out that she had already shared the concerns with him
and other administrators before going to Hicks. She stated that
because there was no human resources representative, she did
not know who else to go to, so she reviewed the employee
handbook and concluded that she should go to the board chair-
man. Levi also denied attempting to “recruit” others to write to
Hicks. She stated the staff had been talking all year about a
variety of concerns at the school, and one of the biggest con-
cerns was they did not feel supported and did not know who to
go to with issues when there was no human resources repre-
sentative. She stated that when staff members asked her what
she would do, she referred them to the handbook provision
identifying the chairman as someone employees could go to
with concerns. Levi also stated teachers requested that she
complain on their behalf as they were afraid to lose their jobs.
When teachers raised this concern, Levi pointed out that the
handbook had an anti-retaliation provision. Levi also stated she
told these teachers that she could not speak for them and they
had to speak for themselves and share their concerns.
5. April 26 meeting
On about April 26, Levi met with Williamson, Burton, and
Beth Weakley, the chief financial officer, regarding Levi’s
April 10 email to Hicks. Williamson began by asking Levi if
she wrote her email “to get him fired.” (Tr. 95.) Levi denied
that was her intention and explained she was trying to make the
chairman aware of concerns she and others had. Williamson
stated he did not care about the others; he was only concerned
about her. He also told Levi not to use the words “us” or “we.”
Levi pointed out that the concerns were not just hers. (Tr. 96.)
They then went through the points in Levi’s April 10 letter.
On the issue of the teacher pay, Levi pointed out that the scale
was inaccurate and there were no established criteria for how
teachers were rated. She stated that she was upset about her
salary increase because it indicated that she was in between
progressing and meets expectations, when she believed she had
been exceeding expectations. They also discussed the process
Levi went through, or failed to go through, in raising her con-
cerns.
During the meeting, Williamson accused Levi of trying to
recruit 15–20 other staff members to write to Hicks about the
administration, which Levi denied. Levi stated that she had
given Hicks’ contact information out to several employees in
response to their questions about who they could contact about
their concerns. (Tr. 100.) Levi did not provide specific infor-
mation about who all she spoke to because she was concerned
about retaliation. The meeting lasted over an hour.9
6. Conversations between Burton and teachers about Levi
On around April 27, Burton approached Geisler and stated
that there were rumors he and Levi were asking questions and
writing board members. Geisler confirmed that was correct.
9 After the meeting, Levi sent a text message to board member Sha-
ron Wolfe. In the text, Levi thanked Wolfe again for all of her advice
and support, but unfortunately the meeting with Williamson, Burton,
and Weakly went as expected. Levi stated Williamson and Weakly
were “pissed” that she had sent a letter to Hicks with complaints, telling
her that he was the wrong person to contact, and that she always was
supposed to go through Williamson. They also told Levi that she “had
no business voicing concerns about how others feel.” In the discussion
about the pay scale and the gala, they told Levi she had handled those
concerns incorrectly. Levi stated in her text to Wolfe that she was way
too tired to think and felt unsupported before the meeting ever hap-
pened, so she gave up. She said Williamson asked her a couple times if
she trusted this administration and she said no. Levi then stated in her
text that “I hope he fires me. I do not want to work for Marburn under
his ‘leadership’. I know that no matter what they say or believe to be
true...it won't change [the] way the majority of the teachers feel about
things right now.” (R. Exh. 17, pp. 4–5.)
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
8
Burton then asked Geisler to email him exactly what Geisler
and Levi had discussed regarding the gala, the pay scale, or
anything else, because, according to Burton, it was “dividing
our community.” (Tr. 261.) On April 30, Geisler prepared and
sent an email to Burton, stating that he “was approached by
Michqua Levi 2 weeks ago with a note containing board presi-
dent Brian Hicks contact information to address complaints
regarding the head of school in the absence of an HR repre-
sentative. She was told by members of the board to contact
Brian with concerns she or others were having with administra-
tion.” (GC Exh. 12.) Burton later approached Geisler again and
asked him to modify the email to state that Levi had coerced or
attempted to coerce Geisler into sending a letter to the board
chairman. Geisler refused, stating that was untrue. (Tr. 262–
263.)
At around the same time, Burton approached another teach-
er, Robyn Delfino, and asked if Levi had contacted her about
writing Hicks. Delfino confirmed that Levi had, and Burton
asked her to prepare an email about those communications.
(Tr. 440–445.) On April 30, Delfino sent Burton an email stat-
ing that Levi provided her with Hicks’ email address and stated
she would like to have Delfino, as well as anyone else who
has/had an issue with school administration, email the board
and “air our grievances.” Delfino indicated that Levi told her
that 10–15 teachers were going to send emails in order to make
sure that the board was aware of the issues the administration
did not resolve or handle properly. (R. Exh. 36.)
7. Summary of concerns and corrective action plan
Williamson, Burton, and Weakly met with Levi again on
May 7. Williamson presented Levi with a Summary of Con-
cerns and a Corrective Action Plan. The Summary of Concerns
states as follows:
As the school year has progressed, there are a few critical is-
sues that need to be addressed in order to move forward in a
constructive manner. You have numerous skills and talents,
and have done tremendous work for students. However, it has
become clear that you are engaging in behaviors that run
counter to the core values and problem-solving practices with-
in our community. These are critical issues that need to be re-
solved. This memo serves as the official follow-up to the con-
versation we had on April 26, 2018, with Scott Burton and
Beth Weakley present. We discussed the following concerns:
Communication
On two separate occasions, we have discussed your use of in-
flammatory, aggressive, and/or provocative language when
you are upset or frustrated with the situation. At Marburn, we
are explicit in our values that each community member must
communicate in an open, honest, and respectful manner. You
signed-off on your agreement to these values during the con-
tract process this year and last year. The language we use to
describe a situation or your feelings is important. When we
are attempting to work through an issue our language can ei-
ther help solve a problem or work to create more issues. The
latter was clearly evident in your choice of language used dur-
ing the email exchange with Erin Barr earlier this year, in
emails you sent to Brian Hicks, and in conversations you had
with me. You’re quick to use and defend the use of this lan-
guage, and you have struggled to acknowledge the impact that
it has on the situation and on those around you. This kind of
behavior can have an incredibly negative impact within our
community and will not be tolerated.
Problem-Solving
This is your 6th year in our program. As you should well
know by now Marburn is deeply committed to the problem-
solving approach that is designed to emphasize the resolution
of conflict through dialogue, the truthful acceptance of re-
sponsibility, and the willing acceptance of the consequences
of one’s own behavior. Marburn Problem-Solving Process
(MPSS) is clearly documented and available in our employee
handbook. The core principle of the problem-solving system
is that the conflict resolution dialogue should occur between
the particular individuals who are in disagreement or conflict.
In your email to Brian Hicks, you stated that you used the
MPSS but have been unsuccessful in your efforts. However,
in our conversation on April 26th it became clear that you had
not actually problem-solved with the appropriate individuals
at all, but rather complained to a few individuals before send-
ing a summary of your complaints to Brian Hicks. Further,
you stated initially that many of the complaints you were
sharing actually belong to “everyone” and that you were not
seeking any resolution to these complaints. While you refused
[to] take ownership of these complaints, you did eventually
acknowledge that you were “frustrated” by these issues. You
also stated that you thought you had followed the MPSS and
then apologized for not using the appropriate channels in the
MPSS. However, after apologizing you remarked on how
hard it would’ve been to go through all those meetings, which
seemed to cast the apology in a less sincere light. When asked
what you were hoping to accomplish through your email, you
stated that you were not seeking any resolution to the com-
plaints that you have brought forward, but simply wanted to
inform the board. The tone and content of your message seem
to suggest that you wanted things to “get better” or you were
going to take a job somewhere else, which certainly suggests
that you were seeking some resolution through this email.
Your contradictory statements make honest productive com-
munications extremely difficult, and hinder efforts to achieve
resolution.
Divisiveness
In your email to Brian Hicks you stated that you were sharing
some of your concerns and that you have “told others to do so
as well.” In your conversation and in your written response to
my April 25, 2018 email to you, you adamantly denied re-
cruiting or soliciting anyone else to join you in writing to Bri-
an, stating that you only share Brian’s contact information to
staff members that approached you about their concerns.
However, it is come to our attention that your denials are not
true. We have had conversations with staff members who
have shared that you approached them a few times in an at-
tempt to convince them to join you in your letter writing cam-
paign, even following-up to see if they had sent a message.
The staff members also stated that in those conversations you
said that you were working to get around 15-20 people to join
MARBURN ACADEMY INC.
9
you in order to make the board aware of issues with the ad-
ministration.
This type of behavior runs counter to our values, our problem-
solving process, actively undermines our community, and
contributes to a toxic culture. This conduct is completely un-
acceptable at Marburn. I am well aware that you disagree with
some key decisions that have been made over the course of
the school year. As I’ve stated multiple times, I am always
happy to listen to staff concerns and I value your input. How-
ever, your conduct suggests that you feel that if your feedback
wasn’t acted upon, then you weren’t heard. Our decision-
making process includes gathering multiple viewpoints, and
using that data to make the best decision for the organization.
When decisions are made that are contrary to your stated de-
sires, you need to share your concerns with the appropriate
people, accept the organizational decision, and move on.
Contract for 2018-2019 School Year
Given your long list of complaints, and your stated distrust of
the administration, in particular me, Scott and I cannot in
good faith sign the contract that you returned. In order for us
to feel comfortable signing and accepting your contract for the
upcoming school year, we need the following:
1) Your demonstration that you have taken ownership of the
aforementioned issues;
2) a clear and genuine commitment to moving forward in a
positive and cooperative manner;
3) and a signed corrective action plan addressing specific
steps that you will take to improve your communication,
problem-solving, and refrain from further divisive behavior.
Summary
In summary, this pattern of behavior is unacceptable. In order
for you and I to continue to work together, we must be able to
trust one another. Should you fail to act in accordance with
the forthcoming corrective action plan, you will be subject to
disciplinary action up to and including termination.
(GC Exh. 11.)
The Corrective Action Plan addressed communication, prob-
lem-solving, and divisiveness. The problem-solving and divi-
siveness provisions state as follows:
Problem-Solving
1. Agrees to follow the MPSS and work through the appro-
priate channels when a disagreement arises.
2. Commits to seeking out the LD Division Head, Associate
Head, and/or the Head of School to assist in the process.
3. Commits to approach problem-solving constructively with
[an] open, honest, respectful, and transparent manner.
4. Remains open and non-defensive to feedback in the prob-
lem-solving process.
5. Schedules weekly meetings with the LD Division Head
and Associate Head to proactively work through issues as
they come up.
6. Will accept organizational decisions and move forward in
a positive and productive way.
Divisiveness
1. Commits to ceasing all active solicitation and recruitment
of others to support your personal complaints and dissatisfac-
tion.
2. Agreement to not retaliate against two staff [sic] that were
solicited to join the email campaign.
As a condition for employment, this plan will be in effect for
the duration of the 2017–2018 school year and through the end
of the 2018–2019 school year. A written summary of progress
will be provided on a quarterly basis. Should you fail to act in
accordance with this corrective action plan, you will be subject
to disciplinary action up to and in including termination.
(GC Exh. 11.)
At the conclusion of the meeting, Williamson told Levi she
had a couple of days to review and execute the corrective action
plan, if she wanted to remain employed for the upcoming year.
8. Termination
Following the meeting, Levi was upset and spoke to other
teachers, including Geisler, about the meeting and the docu-
ments, and she sent text and email messages to board members
Sharon Wolfe and Michael McGovern. In her text message to
Wolfe, Levi stated that Williamson had given her a letter to
sign admitting that she told 10–15 people to send letters to the
board and that she would be fired if she did not sign it by Fri-
day. She stated, “That is extortion as I DID NOT do that!” (R.
Exh. 17, p. 5.) Levi also reiterated that she had raised concerns
with Hicks that were shared by others, and that people came to
her with questions and concerns because there was no human
resources representative. She added that Williamson or Burton
likely talked to other employees and “insisted they stretch the
truth to make it look like I solicited them to get [Williamson]
fired. I did no such thing.” (R. Exh. 17, p. 6.) Levi concluded
the text by stating “Sorry about contacting you, but [Hicks]
clearly believes [Williamson] and does not support or
acknowledge any of my issues to be valid.” (R. Exh. 17, p. 7.)
In her May 8 email to McGovern, Levi attached a copy of the
Summary of Concerns and Corrective Action Plan and stated “I
will not sign this. I did nothing wrong and these statements are
damaging and untrue.” (R. Exh. 16.)
After learning of these communications, Williamson and
Burton informed Levi that they were revoking her contract for
the 2018/2019 school year. They would allow her to remain
and finish out the rest of the 2017/2018 school year, but she
would not be returning. Levi finished out the school year.
CONTENTIONS OF THE PARTIES
The General Counsel alleges Respondent violated Section
8(a)(1) of the Act when it: (1) issued Levi the Summary of
Concerns and Corrective Action Plan; (2) verbally and in writ-
ing informed her that, as a condition of maintaining future em-
ployment with Respondent, she had to agree that engaging in
the sort of conduct she had engaged, or was believed to have
been engaged in, constituted wrongdoing; and (3) later with-
drew/terminated Levi’s employment contract for the 2018–
2019 school year after she discussed and showed the summary
and corrective action plan to others. Respondent contends Le-
vi’s conduct was not protected or concerted, but rather personal
griping.
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
10
LEGAL ANALYSIS
A. Respondent violated Section 8(a)(1) of the Act when it is-
sued Levi the Summary of Concerns & Corrective Action Plan.
Section 8(a)(1) of the Act makes it an unfair labor practice
for an employer to interfere with, restrain, or coerce employees
in the exercise of the rights guaranteed in Section 7 of the Act.
Section 7 guarantees employees the right to form, join, or assist
labor organizations, to bargain collectively through representa-
tives of their own choosing, and to engage in other concerted
activities for the purpose of collective bargaining or other mu-
tual aid or protection. Section 7 protects the right of employees
to “seek to improve working conditions through resort to . . .
channels outside the immediate employee-employer relation-
ship.” Eastex, Inc. v. NLRB, 437 U.S. 556, 565–566 (1978).
Activity is “concerted” if it is engaged in with or on behalf
of other employees, and not solely by and on behalf of the em-
ployee. Meyers Industries (Meyers I), 268 NLRB 493 (1984),
remanded sub nom Prill v. NLRB, 755 F. 2d 941 (D.C. Cir.
1985), cert. denied 474 U.S. 948 (1985), on remand Meyers
Industries (Meyers II), 281 NLRB 882 (1986), affd. sub nom
Prill v. NLRB, 835 F.2d 1481 (D.C. Cir. 1987), cert. denied 487
U.S. 1205 (1988). This includes “where individual employees
seek to initiate or to induce or to prepare for group action, as
well as individual employees bringing truly group complaints
to the attention of management.” Meyers II, 281 NLRB at 887.
See also Phillips Petroleum Co. & Paper, 339 NLRB 916, 918
(2003); and Whittaker Corp, 289 NLRB 933 (1988). Notably,
the requirement that activity must be engaged in with the object
of initiating or inducing group action does not disqualify mere-
ly preliminary discussion from protection under Section 7.
Inasmuch as almost any concerted activity for mutual aid or
protection has to start with some kind of communication be-
tween individuals, it would come very near to nullifying the
rights of organization and collective bargaining guaranteed by
Section 7 of the Act if such communications are denied protec-
tion because of lack of fruition. Mushroom Transportation Co.
v. NLRB, 330 F.2d 683, 685 (3d Cir. 1964).
The Board has recognized the activity of a single employee
in enlisting the support of his or her fellow employees for their
mutual aid and protection is as much concerted activity as is
ordinary group activity. Fresh & Easy Neighborhood Market,
361 NLRB 151, 153–154 (2014); Whittaker Corp., supra at
933. Additionally, concertedness is not dependent on a shared
objective or on the agreement of one's coworkers with what is
proposed. See e.g., Circle K Corp., 305 NLRB 932, 933
(1991); and Meyers II, 281 NLRB at 887. However, concerted
activity does not include mere griping or other conduct that
does not envision group action or seek changes affecting the
group. See Hospital of St. Raphael, 273 NLRB 46, 47 (1984).
See also Alstate Maintenance, LLC, 367 NLRB No. 68, slip op.
at 1 (2019) (individual griping does not qualify as concerted
activity solely because it is carried out in the presence of other
employees and a supervisor and includes the use of the first-
person plural pronoun).
The concept of mutual aid or protection focuses on the goal
of concerted activity; chiefly, whether the employee(s) in-
volved are seeking to improve terms and conditions of em-
ployment or otherwise improve their lot as employees. Eastex,
Inc. v. NLRB, supra at 565. In short, proof employee action
inures to the benefit of others is proof the action is for mutual
aid or protection. See Fresh & Easy Neighborhood Market,
supra at 153, 155–156; and Anco Insulations, Inc., 247 NLRB
612 (1980).
An employer violates Section 8(a)(1) of the Act when it dis-
ciplines or discharges an employee because he/she engaged in,
or is believed to have engaged in, concerted activity for the
purpose of mutual aid or protection. See Hyundai Motor Mfg.
Alabama, LLC, 366 NLRB No. 166, slip op. at 2 (2018) (find-
ing unlawful discharge based on belief employees engaged in
protected concerted activity, regardless of whether they actually
did so); United States Service Industries, 314 NLRB 30, 31
(1994) enfd. mem. 80 F.3d 558 (D.C. Cir. 1996); and Desert
Pines Golf Club, 334 NLRB 265, 275 (2001). The framework
for analyzing alleged violations of Section 8(a)(1) turning on
employer motivation is set forth in Wright Line, 251 NLRB
1083 (1980), enfd. 662 F.2d 899 (1st Cir. 1981), cert. denied
455 U.S. 989 (1982). Under Wright Line, the General Counsel
must make a prima facie showing sufficient to support an infer-
ence that the employee's protected conduct motivated an em-
ployer's adverse action. The General Counsel must show, either
by direct or circumstantial evidence, that the employee engaged
in protected concerted conduct, the employer knew or suspect-
ed the employee engaged in such conduct, the employer har-
bored animus, and the employer took an adverse action against
the employee. If established, the burden then shifts to the em-
ployer to show that it would have taken the same adverse action
even in absence of such activity. NLRB v. Transportation
Corp., 462 U.S. 393, 399–403 (1983); Manno Electric, 321
NLRB 278, 280 fn. 12 (1996), enfd. 127 F.3d 34 (5th Cir.
1997) (per curiam). An employer cannot simply present a legit-
imate reason for its action; rather, it must persuade by a pre-
ponderance of the evidence that the same action would have
taken place in the absence of the protected conduct. Serrano
Painting, 332 NLRB 1363, 1366 (2000).
The complaint alleges that Respondent violated Section
8(a)(1) of the Act when it issued Levi the Summary of Con-
cerns and Corrective Action Plan. This combined written
warning and last-chance agreement clearly states Levi was
being disciplined because of her April 10 email to Hicks, her
failure to follow the MPSS, and her efforts to “recruit” other
teachers to email Hicks about school leadership. The issue is
whether this constitutes protected, concerted activity. In his
post-hearing brief, the General Counsel alleges Levi’s email to
Hicks and her efforts to solicit other teachers to email Hicks
about their concerns constituted protected, concerted activity.
(GC Br. 13.) I agree.
Levi’s April 10 email was concerted activity because it was
written with and on behalf of other teachers. She spoke with
Geisler and others about several of the concerns in her email
and advised them that she intended to email the chairman about
those concerns. She later showed Geisler a draft of the email
before sending it to ensure that it covered what they had dis-
cussed. Geisler told Levi the email looked good, and he
planned to write one to Hicks as well. Other teachers informed
Levi that they were concerned about retaliation if they emailed
MARBURN ACADEMY INC.
11
Hicks, but they requested that Levi still send her email. Alt-
hough Levi’s April 26 email to Williamson stated that she told
teachers she could not speak for them and they had to speak for
themselves and share their concerns, I find Respondent knew or
believed Levi was engaged in concerted activity—at least as it
related to her and Geisler—when Geisler spoke to Burton and
confirmed the “rumors” he and Levi were asking questions and
writing board members about the pay scale, the gala, and other
matters. Additionally, during her April 26 meeting with the
administrators, Levi stated the concerns she raised were shared
concerns, not just hers.
Levi’s April 10 email was protected because it was an at-
tempt to inform Hicks about several workplace issues affecting
teachers, including the lack of a human resources representative
with whom the teachers could ask questions or raise concerns,
the display of favoritism for certain employees, the lack of an
accurate or developed salary scale with established criteria for
raises, general communication issues between management and
employees, the lack of support from, and trust in, school ad-
ministration, and the fear of retaliation by administration for
raising workplace issues. The Board has held these types of
complaints relate to terms and conditions of employment, and,
therefore, are protected. See generally, North Carolina License
Plate Agency #18, 346 NLRB 293 (2006) (complaints about
wages protected); Rogers Environmental Contracting, Inc., 325
NLRB 144 (1997) (same); Needell & McGlone, P.C., 311
NLRB 455, 456 (1993), enfd. mem. 22 F.3d 303 (3d Cir. 1994)
(complaints about preferential treatment protected); Hansen
Chevrolet, 237 NLRB 584 (1978) (employee inquiry about
wage system protected); Scientific-Atlanta, Inc., 278 NLRB
622, 624–625 (1986) (discussion of wages is protected); Calvin
D. Johnson Nursing Home, 261 NLRB 289 (1982) (complaints
about supervisors' treatment protected); and Avalon-Carver
Community Center, 255 NLRB 1064 (1981) (same).10 Levi’s
email further states she was willing to meet with Hicks and
discuss these concerns in greater detail.11 I, therefore, conclude
Levi was engaged in protected, concerted activity when she
sent her April 10 email to Hicks raising these collective con-
cerns for their mutual aid and protection.
Levi also was engaged in protected, concerted activity when
she solicited teachers to email Hicks about their collective con-
cerns. She was seeking to initiate or induce collective action
for their mutual aid and protection, because, as she stated, hear-
ing from multiple employees about their shared concerns would
be more effective than hearing from just her. The Summary of
10 Respondent contends Levi’s complaints about favoritism in se-
lecting ambassadors for the gala were not protected because teachers
were not required to attend the gala; therefore, whether or how they
attended had no bearing on their employment. While I agree, and note
the General Counsel made no argument as to how voluntary attendance
at the gala related to their terms and conditions of employment, I also
note Levi’s email states the gala is “just [one] example” of how the
school administrators’ perceived favoritism and lack of respect was
affecting staff morale.
11 Similarly, Geisler testified his email to Hicks referred to the
teacher pay scale and the gala in general terms because he was antici-
pating the chance to speak with Hicks and have a more detailed discus-
sion about those matters.
Concerns states Levi approached staff “a few times in an at-
tempt to convince them to join [her] in [her] letter writing cam-
paign” and she was “working to get around 15–20 people to
join [her] in order to make the board aware of issues with the
administration.” All of which Respondent claims is behavior
that “runs counter to our values, our problem-solving process,
actively undermines our community, and contributes to a toxic
culture.”
Respondent contends Levi was engaged in unprotected per-
sonal griping, stemming from her dissatisfaction with her per-
formance evaluation and salary increase. I reject this argument.
First, griping about terms and conditions of employment is
unprotected if it is done without any aim toward group action.
Mushroom Transportation Co. v. NLRB, 330 F.2d at 685.
Second, the reason why an employee seeks to initiate, induce,
or prepare for group action—whether altruistic or selfish—is
irrelevant; what is relevant is whether the employee seeks to do
so for mutual aid and protection. Alstate Maintenance, supra
slip op. at 4 fn. 18. As stated, I find Levi was raising collective
concerns in her April 10 email, and she was seeking to get her
coworkers to do the same by asking them to email Hicks, with
the goal of making Hicks aware of those concerns. The reasons
for involving Hicks were because there was no human resource
representative, and Levi and other teachers feared retaliation if
they went to administration with their concerns.
Furthermore, the evidence establishes Respondent was aware
the concerns Levi raised were not limited to just her. Again,
Burton knew from his conversations with Geisler that he and
Levi were concerned about the pay scale, the gala, and other
issues, and that they were asking questions and writing board
members. Later, when Burton asked Geisler to write that Levi
“coerced” him into supporting her and writing emails to the
board, Geisler refused, stating that was not true. Although
more vague, Angie Bell sent a separate email to Hicks about
concerns “with some administrative decisions.” She inquired
whether the school would be hiring a human resources repre-
sentative that she could consult with about those concerns,
stating “this sentiment is common throughout the school.” Bell
also stated “an anonymous survey” to the staff “asking about
concerns in the building” would be helpful.
Respondent also argues Levi’s conduct was not protected
because her April 23 email to Hicks stated her April 10 email
was written “to inform the board about concerns already dis-
cussed with administration, not for answers.” Respondent ar-
gues this proves Levi was not attempting to improve the teach-
ers’ terms and conditions of employment or their lot as em-
ployees. I reject this argument as well. Levi was responding to
Hicks’ suggestion that she raise the concerns in her email with
the administration and go through the MPSS for answers. She
responded to Hicks that she already notified school administra-
tors, including Williamson, about the concerns, and she was not
comfortable meeting with him again. Levi was attempting to
go above Williamson—to his boss—to make Hicks and the
board aware of the shared concerns, and to discuss them with
him, not Williamson, because she and other teachers did not
trust Williamson and were concerned he would retaliate against
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
12
them.12
Respondent cites to Lutheran Social Service of Minnesota,
250 NLRB 35 (1980), and Good Samaritan Hospital & Health
Center, 265 NLRB 618, 626 (1982), for support. In Lutheran
Social Service of Minnesota, the Board held that employees at a
home for troubled youth who constantly complained about the
condition of the program, planned policy changes, and a per-
ceived lack of competency of the program management, which,
in their view, threatened the quality of care, the quality of the
program, and the welfare of the children in the program, were
not engaged in protected activity because their complaints were
not directed toward any particular object related to their terms
and conditions of employment. The Board adopted the finding
that the employees’ behavior was “aimless and undirected,
consisting of unremitting complaining . . . [and] a point was
reached when, particularly in view of the directionless nature of
the carping . . . too much was enough.” 250 NLRB at 43. Simi-
larly, in Good Samaritan Hospital, the Board held the hospi-
tal’s occupational therapists who repeatedly complained about
management of the hospital’s developmental learning program
and expressed numerous concerns about the competency of the
program director, the quality of the care offered, and the wel-
fare of the children were not engaged in protected conduct be-
cause those managerial concerns did not directly relate to, and
there was no goal to address matters relating to, their terms and
conditions of employment. The Board adopted the judge’s
finding that despite the employer’s “many efforts” to address
the disputes, the situation substantially worsened to the point
the employer made the choice between discharging the em-
ployees “who by their constant criticism were the main causes
of the tension which adversely affected every staff member” or
give in and remove the manager. 265 NLRB at 627.
I find these cases are inapposite. First, there is no evidence
Levi had a history of being a malcontent, or that she repeatedly
attacked the administration or managerial policies related to the
mission or operation of the school. She enumerated specific
concerns, shared by others, and several of those concerns di-
rectly related to the teachers’ terms and conditions of employ-
ment. The only managerial decision Levi mentioned was the
new math program for the lower division, and her stated criti-
cism was not about the program, but rather that Respondent
waited until the selection was made before soliciting input from
the teachers, which Levi stated demonstrated a lack of respect.
The only personal criticism Levi raised about Williamson in her
email was his noticeable absence from certain school events.
12 The Summary of Concerns alleges Levi lied during the April 26
meeting about not recruiting employees to write emails to Hicks, and
Respondent relied upon that to argue Levi’s continued employment was
inconsistent with the school’s policy of open and honest problem solv-
ing. Assuming arguendo that Levi lied during the meeting, it does not
justify the discipline. The Board has held a lie that does not relate to
the performance of the employee’s job or the employer’s business, but
to a protected right guaranteed by the Act, which the employee was not
obligated to disclose, does not lose the protection of the Act, and cannot
serve as the basis for discipline. See Tradewaste Incineration, 336
NLRB 902, 907 (2001). This is particularly true where the lie occurs
during an unlawfully motivated disciplinary investigation. See Su-
pershuttle of Orange County, Inc., 339 NLRB 1, 2 (2003).
Second, Respondent did not hold multiple meetings in an at-
tempt to address the concerns Levi raised. Instead, Williamson
called Levi into a meeting, accused her of trying to get him
fired, attempted to isolate the concerns as belonging solely to
her, and then criticized her for writing Hicks and soliciting
others to do the same in an effort to divide the community.
Finally, Levi was not engaged in aimless or unremitting com-
plaining. She spoke with coworkers about their shared con-
cerns, wrote her April 10 email to Hicks and asked others to the
do the same, informed Hicks and Williamson about her con-
cerns with meeting with Williamson about those concerns, and
then, after she received her Summary of Concerns and Correc-
tive Action Plan, complained to others about the retaliation for
her protected, concerted conduct. As the cited cases establish,
there are limits to what an employer must tolerate from em-
ployees voicing concerns, but, unlike in these cases, I find
based on the totality of the circumstances that Levi did not
exceed those limits by her statements and conduct.
Based on the evidence, I find the General Counsel met his
burden. Levi was engaged in protected, concerted activity
when she sent her April 10 email to Hicks raising collective
concerns and when she solicited others to do the same. Re-
spondent knew or believed Levi was engaged in such activity
and had animus toward that activity. The clearest evidence of
animus is in the Summary of Concerns itself, which summariz-
es Levi’s actions, including the protected activity, and states
that her “behavior runs counter to our values, our problem-
solving process, actively undermines our community, and con-
tributes to a toxic culture . . . [and] is completely unacceptable.”
Once established, the burden shifted to Respondent to show
that it would have taken the same action in absence of Levi’s
protected activity. Respondent, however, failed to present any
evidence toward this burden. For example, there was no evi-
dence of comparable discipline or action taken against any
other employee for similar conduct, or that Respondent would
have taken the same action in the event comparable conduct
occurred. Respondent simply asserts it would have taken the
same action, which is insufficient to meet its burden under
Wright Line.13
I, therefore, find Respondent violated Section 8(a)(1) of the
Act when it issued Levi the Summary of Concerns and Correc-
tive Action Plan because of her protected, concerted activity.
B. Respondent independently violated Section 8(a)(1) of the
Act when Williamson verbally and in writing informed Levi
that, as a condition of maintaining future employment with
Respondent, she would have to agree to refrain from engaging
in this sort of protected, concerted activity.
As stated, the Summary of Concerns and Corrective Action
13 Respondent argues that under NLRB v. Burnup & Sims, Inc., 379
U.S. 21, 23 (1964), there was no violation. Under Burnup & Sims, an
employer violates Sec. 8(a)(1) of the Act by disciplining or discharging
an employee based on a good-faith belief that the employee engaged in
misconduct during otherwise protected activity, if the General Counsel
shows that the employee was not, in fact, guilty of that misconduct.
Respondent failed to specify how or why it believed Levi was engaged
in disqualifying misconduct, other than her failing to follow the MPSS,
which, as stated below, I do not find to be misconduct.
MARBURN ACADEMY INC.
13
Plan, as well as Williamson’s statements to Levi during the
May 7 meeting, conditioned her continued employment on her
agreeing to cease this pattern of “unacceptable” behavior mov-
ing forward. The test for whether there has been a violation of
Section 8(a)(1) of the Act is whether the statements or conduct
in question would reasonably have a tendency to interfere with,
restrain, or coerce employees in the exercise of their Section 7
rights. Multi-Ad Services, 331 NLRB 1226, 1227–1228 (2000)
enfd. 255 F.3d 363 (7th Cir. 2001). It is well settled that in
evaluating the statement or conduct at issue, the Board does not
consider the motivation or the actual effect. Miller Electric
Pump & Plumbing, 334 NLRB 824, 825 (2001). Under the
circumstances, I find Williamson’s statements prohibiting Levi
from engaging in conduct that is protected, concerted activity
violated of Section 8(a)(1) of the Act. See Flex Plastics, Inc.
262 NLRB 651, 659 (1982) (requiring an employee to agree to
refrain from statutorily protected activity as a condition of re-
maining employed unlawful). See also Lancaster Fairfield
Community Hospital, 311 NLRB 401, 403 (1993) (document
that directed employee to stop expressing complaints about
employment conditions violated Section 8(a)(1) because it con-
stituted a threat of future reprisal for protected activity); and
Denson Electric Co., 133 NLRB 122, 129, 131 (1961) (em-
ployer cannot require employees to waive statutory rights as a
condition of employment or reinstatement, and a discharge for
failure to relinquish Sec. 7 rights violates the Act).
Furthermore, at the May 7 meeting and in the Summary of
Concerns and Corrective Action Plan, Respondent required that
Levi agree “to follow the MPSS and work through the appro-
priate channels when a disagreement arises,” and “[c]ommit[]
to seeking out the lower division head, associate head of
school, and/or head of school to assist in the process.” The
Board has repeatedly held policies mandating that employees
follow a certain process or procedure in raising and resolving
issues unlawfully restrict the employees’ ability to exercise
their Section 7 rights. See AFSCME Local 5, 364 NLRB No.
65, slip op. at 3–4 (2016) (employer violated the Act by main-
taining a work rule requiring employees to present any con-
cerns directly to the president and by suspending and later dis-
charging an employee/union officer because she concertedly
complained to an executive board member in violation of the
rule); Affinity Medical Center, 362 NLRB 654, 672 fn. 41
(2015) (an employer may not require employees to take all
work-related complaints to their employer through “the chain
of command”); Valley Hospital Medical Center, 351 NLRB
1250, 1254 (2007) (an employer may not require employees to
take all work-related concerns through a specific internal pro-
cess), enfd. sub nom. Nevada Service Employees Union, Local
1107, 358 Fed. Appx. 783 (9th Cir. 2009); Kinder-Care Learn-
ing Centers, 299 NLRB 1171, 1171 fn. 1 (1990); and Guards-
mark, LLC, 344 NLRB 809 (2005), enfd. in relevant part 475
F.3d 369 (D.C. Cir. 2007). Cf. U-Haul Co. of California, 347
NLRB 375, 378 (2006) (statement in handbook requiring em-
ployees to bring work-related complaints first to management
was not unlawful because it appeared in the same paragraph
and immediately followed employer's assertion that employees
can speak up for themselves at all levels of management and
would be given a responsible reply; and nothing else in the
handbook foreclosed employees from using other avenues).14 I
find Respondent’s requirement that Levi follow the MPSS and
seek out administrators to assist in that process violates Section
8(a)(1) of the Act.15
C. Respondent violated Section 8(a)(1) of the Act when it with-
drew/terminated Levi’s employment contract for the 2018/2019
school year, thereby terminating her employment, because of
her protected activity.
In its posthearing brief, Respondent states it with-
drew/terminated Levi’s 2018/2019 employment contract be-
cause she spoke to other teachers and board members about the
contents of the May 7 meeting and showed them the Summary
of Concerns and Corrective Action Plan, and allegedly de-
scribed the Corrective Action Plan in “inflammatory and insin-
uating terms.” (R. Br. 22.) Respondent does not specify in its
brief what inflammatory and insinuating terms Levi allegedly
used to describe the Corrective Action Plan, but Williamson
testified he was troubled by her reference to it as an “extortion
contract.” (Tr. 406–407.) Respondent contends that by engag-
ing in this conduct, Levi “demonstrated that she did not want to
strive to communicate in a more productive manner or work
with administration” and, instead, “continued to refuse to coop-
erate with Marburn’s processes and create a negative and tense
environment for Marburn’s community partners and children.”
(R. Br. 22.)16 Respondent asserts it was justified in deciding to
14 Although the MPSS states it is not intended to limit employees’
rights to engage in protected, concerted activity, it was applied to do
just that in this case. The Corrective Action Plan required Levi to
follow the MPSS and involve administrators whenever a disagreement
arises, a requirement imposed in response to her protected activity.
15 Although there is no specific allegation regarding the requirement
that Levi follow the MPSS and involve administration when raising or
pursuing concerns, I find it is closely connected to paragraph 5 of the
complaint, which alleges that Respondent, through Williamson, violat-
ed Sec. 8(a)(1) of the Act when it verbally and in writing told Levi that,
as a condition of maintaining future employment with Respondent, she
had to agree that engaging in concerted activities with other employees
for mutual aid and protection constituted wrongdoing. It is well settled
that the Board may find and remedy a violation even in the absence of a
specified allegation in the complaint if the issue is closely connected to
the subject matter of the complaint and has been fully litigated. Per-
gament United Sales, 296 NLRB 333, 334 (1989), enfd. 920 F.2d 130
(2d Cir. 1990); and Hi-Tech Cable Corp., 318 NLRB 280 (1995). I
find that part of Williamson’s oral and written directive to Levi on May
7 was that she was, as a condition of her continued employment, to
cease her protected activity and follow the MPSS process and involve
administrators in that process when she has disagreements. I find these
unlawful requirements regarding the MPSS are closely connected to the
subject matter of the above complaint allegation, because they all oc-
curred at the same time and they are part-and-parcel of Respondent’s
unlawful response to Levi’s Section 7 activity. I also find the matter
has been fully litigated. Respondent has presented evidence regarding
oral and written statements, including the imposition of the requirement
that Levi follow the MPSS and involve the administrators, as well as its
reasons for having the MPSS, and it has presented evidence and argu-
ment to support its position that those statements and conduct did not
violate the Act.
16 Respondent failed to present any evidence, or make any specific
argument, as to how Levi’s conduct created a negative and tense envi-
ronment for its community partners or students. Levi reached out to
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
14
withdraw Levi’s employment because of the manner in which
she behaved, and her refusal to follow the MPSS; not as a result
of any protected concerted activity. Respondent further con-
tends that its decision was justified because it believed she had
engaged in misconduct, based on her demonstrated inability to
comply with the terms of the Corrective Action Plan, which
required her to meet with the administrators and participate in
the problem-solving process. (R. Exh. 22.)
Respondent withdrew/terminated Levi’s employment be-
cause it believed she had not complied, and would not comply,
with the terms of the Summary of Concerns and the Corrective
Action Plan, including the requirement that she follow the
MPSS, based on her statements to teachers and board members
after the May 7 meeting. (Tr. 355–356.) As stated, the Sum-
mary of Concerns and Corrective Action Plan, and the require-
ment therein that Levi follow the MPSS in handling disagree-
ments, unlawfully restricted Levi’s statutory rights. Therefore,
I find Respondent further violated the Act when it elected not to
renew/terminated Levi’s employment because she failed to
adhere to those unlawful restrictions. See generally, Southern
Bakeries, Inc., 366 NLRB No. 78, slip op. at 2–3 (2018); and
Frazier Industrial Co., 328 NLRB 717 (1999).
Furthermore, employees have the Section 7 right to discuss
discipline or ongoing disciplinary investigations involving
themselves or coworkers. Banner Health System, 362 NLRB
1108, 110 (2015); Fresh & Easy Neighborhood Market, supra
slip op. at 5–6; Verizon Wireless, 349 NLRB 640 (2007); and
Desert Palace, Inc., 336 NLRB 271, 272 (2001). When Re-
spondent conditioned Levi’s continued employment on her
agreeing to “follow the MPSS and work through the appropri-
ate channels” and “commit to seeking out the LD Division
Head, Associate Head, and/or the Head of School to assist in
the process[,]” it restricted Levi’s Section 7 rights to discuss the
May 7 disciplinary meeting and the discipline she received with
co-workers or others, because that would involve her going
outside of the MPSS process. I, therefore, find Respondent
elected not to renew/terminated Levi’s employment, in part,
because she failed to adhere to this unlawful restriction, in vio-
lation of Section 8(a)(1) of the Act. Southern Bakeries, Inc.,
supra at 2–3.
The final issue is whether Levi engaged in misconduct or
conduct that lost the protection of the Act by speaking to others
following the May 7 meeting. As stated, Respondent focuses
on Levi’s apparent refusal to follow the MPSS and her charac-
terization of the May 7 meeting and the Summary of Concerns
and Corrective Action Plan as “extortion” as disqualifying her
from continued employment. In Meyer Tool, Inc., 366 NLRB
No. 32, slip op. at 10–11 (2018), the Board held that when an
employer defends a discharge based on employee misconduct
that is a part of the res gestae of the protected concerted activi-
ty, the employer’s motive is not at issue. Instead, such dis-
charges are considered unlawful unless the misconduct at issue
was so egregious as to lose the protection of the Act. To an-
teachers and board members following the May 7 meeting, before
Respondent withdrew her employment contract; there is no evidence
she attempted to enlist “community partners” or students during that
period of time.
swer this question, the Board balances employees’ right to en-
gage in concerted activity, allowing some leeway for impulsive
behavior, against employers’ right to maintain order and re-
spect. To determine whether an employee loses the Act’s pro-
tection, the Board balances four factors: (1) the place of the
discussion; (2) the subject matter of the discussion; (3) the na-
ture of the employee’s outburst; and (4) whether the outburst
was, in any way, provoked by the employer’s unfair labor prac-
tices. Id. (citing to Atlantic Steel Co., 245 NLRB 814 (1979)).
In applying these factors, I find Levi did not engage in mis-
conduct or lose the protection of the Act. She was upset fol-
lowing the May 7 meeting, believing that she had been threat-
ened with discharge for raising collective concerns. She vented
her frustrations to other teachers and certain board members,
primarily through text and email messages, while seeking their
support or assistance. There is no evidence that Levi’s actions
disrupted the operation of the school or interfered with employ-
ees’ ability to perform their work. As for the nature of the out-
burst, the focus is on Levi’s use of the word “extortion.” Alt-
hough “extortion” has strong connotations, the term “extort” is
defined as “to obtain by coercion, intimidation, or psychologi-
cal pressure.” The American Heritage Dictionary of the English
Language (5th ed. 2019). However, in this case, Respondent
conditioned Levi’s continued employment on her agreeing to
forego a critical statutory right, which, under the circumstances,
I find constitutes “coercion.” Finally, it was Respondent’s
unlawful conduct that led Levi to use the term. As a result, I
find all of the factors favor continued protection.
Based on the foregoing, I find Respondent violated Section
8(a)(1) of the Act when it withdrew/terminated Levi’s em-
ployment contract, thereby terminating her employment.17
CONCLUSIONS OF LAW
1. Respondent, Marburn Academy, Inc. is an employer en-
gaged in commerce out of its New Albany, Ohio facility within
the meaning of Section 2(2), (6), and (7) of the Act.
2. By the following conduct, the Respondent has engaged in
unfair labor practices within the meaning of Section 8(a)(1) of
the Act:
(a) Disciplined Michqua Levi by issuing her the Summary
of Concerns and Corrective Action Plan;
(b) Conditioning Levi’s continued employment on her
agreeing to refrain from engaging in protected, concerted ac-
tivity in the future;
(c) Requiring Levi to follow the Marburn Problem-Solving
System to resolve disagreements and commit to seeking out the
lower division head, associate head of school, and/or head of
school to assist in the process; and
(d) Withdrawing/terminating Levi’s employment contract,
thereby terminating her employment.
3. The foregoing unfair labor practices affect commerce
17 Although not argued, Levi’s separation is analogous to a con-
structive discharge in which an employer confronts an employee with
the Hobson's choice of either continuing to work or foregoing rights
protected by the Act, and the employee resigns. Intercon I (Zercom),
333 NLRB 223 (2001), citing Multimatic Products, 288 NLRB 1279,
1348 (1988). See also Remodeling by Oltmanns, 263 NLRB 1152,
1162 (1982), enfd. 719 F.2d 1420 (8th Cir. 1983).
MARBURN ACADEMY INC.
15
within the meaning of Section 2(2) and 2(7) of the Act.
REMEDY
Having found that Respondent violated Section 8(a)(1) of the
Act, I recommend an order requiring that it offer Michqua Levi
full reinstatement to her former job or, if that position no longer
exists, to a substantially equivalent position, without prejudice
to her seniority or any other rights or privileges previously
enjoyed, and to make her whole for any loss of earnings and
other benefits suffered as a result of the discrimination against
her. Backpay shall be computed in accordance with F. W.
Woolworth Co., 90 NLRB 289 (1950), with interest at the rate
prescribed in New Horizons, 283 NLRB 1173 (1987), com-
pounded daily as prescribed in Kentucky River Medical Center,
356 NLRB 6 (2010). In accordance with the decision in King
Soopers, Inc., 364 NLRB No. 93 (2016), Respondent shall
compensate Levi for her search-for-work and interim employ-
ment expenses regardless of whether those expenses exceed
interim earnings. Search-for-work and interim employment
expenses shall be calculated separately from taxable net back-
pay, with interest at the rate prescribed in New Horizons, supra,
compounded daily as prescribed in Kentucky River Medical
Center, supra. Additionally, Respondent shall be required to
compensate Levi, for the adverse tax consequences, if any, of
receiving a lump-sum backpay award, and to file with the Re-
gional Director for Region 9, within 21 days of the date the
amount of backpay is fixed, either by agreement or Board or-
der, a report allocating the backpay award to the appropriate
calendar years. AdvoServ of New Jersey, Inc., 363 NLRB No.
143 (2016).18 Finally, Respondent shall be ordered to rescind
and remove from its files any reference to the Summary of
Concerns and Corrective Action Plan issued to Levi on May 7,
2018, as well as the withdrawal/termination of her employment
contract, and to notify her in writing that this has been done and
that none of these adverse actions will be used against her in
any way.
On these findings of fact and conclusions of law and on the
entire record, I issue the following recommended19
ORDER
Respondent, Marburn Academy, Inc, at its New Albany,
Ohio facility, its officers, agents, successors, and assigns, shall:
1. Cease and desist from
(a) Disciplining, withdrawing employment contracts, dis-
charging, or otherwise discriminating against employees be-
cause they engage in statutorily protected activity.
(b) Conditioning continued employment on employees
agreeing to refrain from engaging in statutorily protected activi-
18 The General Counsel argues Levi is entitled to consequential
damages. It would require a change in Board law for me to award
consequential damages. See e.g., Guy Brewer 43 Inc., 363 NLRB No.
173, slip op. at 2 fn. 2 (2016). Since I must follow existing Board law,
and current law does not authorize me to award consequential damages,
the General Counsel must direct its request to the Board.
19
If no exceptions are filed as provided by Sec. 102.46 of the
Board’s Rules and Regulations, the findings, conclusions, and recom-
mended Order shall, as provided in Sec. 102.48 of the Rules, be adopt-
ed by the Board and all objections to them shall be deemed waived for
all purposes.
ty.
(c) Requiring employees to follow the Marburn Problem-
Solving System to resolve disagreements and commit to seek-
ing out the lower division head, associate head of school,
and/or head of school to assist in the process.
(d) In any like or related manner interfere with, restrain, or
coerce employees in the exercise of their statutory rights.
2. Take the following affirmative action necessary to effec-
tuate the policies of the Act.
(a) Within 14 days from the date of the Board’s Order, offer
Michqua Levi reinstatement to her former job, or, if that posi-
tion no longer exists, to a substantially equivalent position,
without prejudice to her seniority or any other rights or privi-
leges previously enjoyed, and to make her whole for any loss of
earnings and other benefits suffered as a result of the discrimi-
nation against her, less any net interim earnings, plus interest,
plus reasonable search-for-work and interim employment ex-
penses, and rescind and remove from its files any reference to
the Summary of Concerns and Corrective Action Plan issued to
Levi on May 7, 2018, as well as the withdrawal/termination of
her employment contract, and to notify her in writing that this
has been done and that none of these adverse actions will be
used against her in any way.
(b) Within 14 days after service by the Region, post at its
facilities in New Albany, Ohio copies of the attached notice
marked Appendix A.20 Copies of the notice, on forms provided
by the Regional Director for Region 9 after being signed by the
Respondent’s authorized representative, shall be posted by the
Respondent and maintained for 60 consecutive days in con-
spicuous places throughout its New Albany, Ohio facility, in-
cluding all places where notices to employees are customarily
posted. In addition to physical posting of paper notices, the
notices shall be distributed electronically, such as by email,
posting on an intranet or an internet site, and/or other electronic
means, if the Respondent customarily communicates with its
employees by such means. Reasonable steps shall be taken by
the Respondent to ensure that the notices are not altered, de-
faced, or covered by any other material. In the event that, dur-
ing the pendency of these proceedings, the Respondent has
closed certain facilities involved in these proceedings, the Re-
spondent shall duplicate and mail, at its own expense, a copy of
the notice to all current employees and former employees em-
ployed by the Respondent at any time since May 7, 2018.
(c) Within 21 days after service by the Region, file with the
Regional Director a sworn certification of a responsible official
on a form provided by the Region attesting to the steps that the
Respondent has taken to comply.
Dated, Washington, D.C. February 14, 2019
APPENDIX
NOTICE TO EMPLOYEES
POSTED BY ORDER OF THE
NATIONAL LABOR RELATIONS BOARD
20 If this Order is enforced by a judgment of a United States court of
appeals, the words in the notice reading “Posted by Order of the Na-
tional Labor Relations Board” shall read “Posted Pursuant to a Judg-
ment of the United States Court of Appeals Enforcing an Order of the
National Labor Relations Board.”
DECISIONS OF THE NATIONAL LABOR RELATIONS BOARD
16
An Agency of the United States Government
The National Labor Relations Board has found that we violated
Federal labor law and has ordered us to post and obey this no-
tice.
FEDERAL LAW GIVES YOU THE RIGHT TO
Form, join, or assist a union
Choose representatives to bargain with us on your be-
half
Act together with other employees for your benefit and
protection
Choose not to engage in any of these protected activi-
ties.
WE WILL NOT in any like or related manner interfere with, re-
strain, or coerce you in the exercise of the rights listed above.
WE WILL NOT threaten you because you engaged in statutorily
protected activity.
WE WILL NOT discipline, withdraw your employment con-
tract, discharge, or otherwise discriminate against you because
you engage in statutorily protected activity.
WE WILL NOT condition your continued employment on you
agreeing to refrain from engaging in statutorily protected activi-
ty.
WE WILL NOT require employees follow the Marburn Prob-
lem-Solving System to resolve their disagreements and commit
to seeking out the lower division head, associate head of
school, and/or head of school to assist in the process.
WE WILL offer Michqua Levi reinstatement to her former job
or, if that job no longer exists, to a substantially equivalent
position, without prejudice to her seniority or any other rights
or privileges previously enjoyed.
WE WILL make Michqua Levi whole for any loss of earnings
and other benefits resulting from her unlawful discipline and
discharge, less any net interim earnings, plus interest, plus rea-
sonable search-for-work and interim employment expenses.
WE WILL compensate Michqua Levi for the adverse tax con-
sequences, if any, of receiving a lump sum backpay award, and
WE WILL file a report with the Social Security Administration
allocating the backpay award to the appropriate calendar quar-
ters.
WE WILL rescind the Summary of Concerns and Corrective
Action Plan issued to Levi and remove from our files any refer-
ence to that discipline, as well as the subsequent withdraw-
al/termination of her employment contract, and we will notify
her in writing that this has been done and that the discipline and
discharge will not be used against her in any way.
MARBURNACADEMY, INC.
The Administrative Law Judge’s decision can be found at
www.nlrb.gov/case/09–CA–224092 or by using the QR code
below. Alternatively, you can obtain a copy of the decision
from the Executive Secretary, National Labor Relations Board,
1015 Half Street, S.E., Washington, D.C. 20570, or by calling
(202) 273-1940.