Opinion

State ex rel. Back v. State Teachers Retirement Bd.

  • 2025 Ohio 5644
Court
Ohio Court of Appeals
Filed
Dec 18, 2025
Status
Published
On the bench
Beatty Blunt
Cited by
0 cases
Authority
More cited than 37.7%

The opinion

[Cite as State ex rel. Back v. State Teachers Retirement Bd., 2025-Ohio-5644.]

IN THE COURT OF APPEALS OF OHIO

TENTH APPELLATE DISTRICT

State ex rel. Lauren Back, :

Relator, : No. 24AP-138

v. : (REGULAR CALENDAR)

State Teachers Retirement System et al., :

Respondents. :

D E C I S I O N

Rendered on December 18, 2025

On brief: Gary A. Reeve, for relator. Argued: Gary A.

Reeve.

On brief: McCaslin, Imbus & McCaslin, and Joseph C.

Gruber, for respondent Thyssenkrupp Bilstein of America,

Inc.

On brief: Dave Yost, Attorney General, Samuel A.

Peppers, II, and Lisa A. Reid, for respondents State Teachers

Retirement System and State Teachers Retirement System

Board. Argued: Lisa A. Reid.

IN MANDAMUS

ON OBJECTIONS TO MAGISTRATE’S DECISION

BEATTY BLUNT, J.

{¶ 1} Lauren Back, relator, has filed objections to the decision of this court’s

magistrate that recommended denial of her petition for a writ of mandamus. Her petition

seeks a of writ mandamus ordering respondents, State Teachers Retirement System

(“STRS”) and State Teachers Retirement System Board (“the board” or “STRS board”) to

reinstate her disability benefits appeal, or to instruct the respondents to vacate the

termination of her benefits and grant such benefits retroactively to the date of termination.

No. 24AP-138 2

STRS cancelled Back’s appeal of the termination of her disability benefits because it found

that she had performed a prohibited “teaching service” under R.C. 3307.48(D) and

Adm.Code 3307:1-7-01(D), based on her presentation to a student group workshop at

Padua Franciscan High School, of which she was an alumni.

{¶ 2} When she initially requested and received disability benefits in 2014, Back

signed an acknowledgement that during her period of disability she could not “perform any

teaching service [including] leading workshops; providing training; instructing students of

any age; or directing teachers, student teachers, or students.” (Stip. at 484.) Back was

reminded of the requirement that she refrain from teaching services several times while she

was receiving disability payments. (See, e.g., Appended Mag.’s Decision at ¶ 27-36 (citing

record to three notices in 2015, one in 2016, and another in 2018).) And, STRS had already

recommended termination of Back’s disability benefits on the merits of her asserted

disability claim when she made her presentation at Padua Franciscan High School—Back

was waiting on her final appeal hearing when she presented at the workshop, but upon

discovery of her presentation that final appeal hearing was cancelled.

{¶ 3} On review of her mandamus petition, the magistrate determined that there

was sufficient evidence to conclude that Back’s activities at the school constituted a

“teaching service” pursuant to R.C. 3307.48(D) and Adm.Code 3307:1-7-01(D), and that

therefore STRS had acted properly in terminating her disability compensation and her

appeal of the benefits termination. Back argues that “under a reasonable interpretation” of

the regulation she did not perform a “teaching service,” that even if she did perform a

“teaching service” STRS should not necessarily be permitted to terminate her benefits, and

that STRS’s “unlawful determination” that Back had performed a “teaching service” denied

her the substantive right to continue to appeal the termination of her previously-granted

disability benefit.

I. FACTUAL AND PROCEDURAL BACKGROUND

{¶ 4} Back obtained her eligibility for STRS by teaching for the Dayton Public

School system. In late 2014, she applied for disability benefits, and in December 2014,

STRS approved her application for disability benefits for ventricular tachycardia retroactive

to June 2014. (See Mag.’s Decision at ¶ 27-28.) Her benefits were reviewed and reapproved

No. 24AP-138 3

in April 2016, July 2017, and September 2019, and during that period STRS also allowed

her additional claim for post-traumatic stress disorder (“PTSD”). Id. at ¶ 35.

{¶ 5} In the second half of 2022, Back was sent to independent medical

examinations (“IMEs”) for both allowed claims, as part of a review of the continuing claims.

Both IMEs concluded that her disability benefits should not continue. Id. at ¶ 37. Back was

informed of these recommendations and the anticipated termination of her disability

benefits in December 2022, and in February 2023 the STRS board ordered her benefits to

be terminated effective May 31, 2023. Id. at ¶ 38-39. Back then appealed and continued to

receive benefits during the pendency of that appeal, which was scheduled to be heard on

August 16, 2023.

{¶ 6} But on August 11, 2023, STRS sent Back a letter cancelling the appeal hearing:

This letter is to notify you that we received information that you

performed teaching services on March 16, 2023, at Padua

Franciscan High School where you ran a workshop for business

students called “How to Be an Entrepreneur.” Our appeal

confirmation letter to you dated March 8, 2023, stated if you

return to work in any STRS Ohio covered position or other

teaching service, your appeal hearing will be cancelled.

Therefore, your appeal hearing previously scheduled

for August 16, 2023, is cancelled.

The STRS Ohio Retirement Board took official action on

February 16, 2023, to terminate your disability benefits

effective May 31, 2023. You were notified if you returned to

teaching service before that date, your benefits would

terminate on the day prior to your reemployment. Your

disability termination date has been revised to March 15, 2023.

Additional information about reimbursement of benefits not

due will be sent separately.

(Emphasis in original.) (Aug. 11, 2023 Correspondence of STRS to Lauren Back (Stip. at

566-567.). See also Appended Mag.’s Decision at ¶ 43.)

{¶ 7} Back filed a pleading requesting reconsideration of STRS’s “NOTICE OF

APPEAL OF CANCELLATION OF APPEAL HEARING DUE TO DETERMINATION OF

PRIOR TEACHING SERVICES” on September 7, 2023, and attached an August 18 letter

from Jason Dzik, the teacher who organized and was present at the workshop. (Sept. 7,

2023 Fascimile Sheet & Appeal filed by Attorney O’Donnell (Stip. at 568-575).) Dzik stated

No. 24AP-138 4

that Back had spoken to the Padua Franciscan High School MyTrack student group, which

is similar to a club, about her path as an entrepreneur for roughly 20 minutes and then

answered questions from the group. He stated that he had described her presentation as a

“workshop” as opposed to a “speaker” on social media to attract additional students and to

encourage students to interact with Back by asking questions. He stated that Back told the

story of her entrepreneurial journey, handed out samples of her “Back Attack Snacks,” and

answered the students’ questions, but that she did not teach any lessons or conduct any

other activities. (Appended Mag.’s Decision at ¶ 44.)

{¶ 8} In a September 22, 2023 letter, STRS denied her request for reconsideration

and affirmed its refusal to review Back’s appeal of the termination of benefits. And in an

October 2, 2023 letter, STRS informed Back that she was responsible for reimbursing

$5,401.45 in overpayment of benefits paid between March 15 and May 31, 2023. Id. at ¶ 39-

41.

{¶ 9} Back filed the instant petition for writ of mandamus on February 22, 2024.

This court referred the case to a magistrate on February 27, 2024, pursuant to Loc.R. 13(M)

and Civ.R. 53. Following the submission of stipulated evidence and briefs, the magistrate

issued a decision recommending denial of the writ on February 27, 2025. The case is now

before this court on Back’s objection to that decision.

II. RELEVANT LEGAL STANDARDS AND SUBSTANTIVE LAW

{¶ 10} A writ of mandamus is an extraordinary remedy that “ ‘command[s] the

performance of an act which the law specifically enjoins as a duty.’ ” State ex rel. Russell v.

Klatt, 2020-Ohio-875, ¶ 7, quoting R.C. 2731.01. For a writ of mandamus to issue in this

matter, Back must establish by clear and convincing evidence that she has a clear legal right

to the requested relief reinstating her appeal or her benefits, that STRS has a clear legal

duty to reinstate her appeal or her benefits, and that she has no other adequate remedy in

the ordinary course of the law. See, e.g., State ex rel. Gil-Llamas v. Hardin, 2021-Ohio-

1508, ¶ 19. “[C]lear and convincing evidence produces in the trier of fact’s mind a firm

belief of the fact sought to be established.” See, e.g., State ex rel. Ware v. Crawford, 2022-

Ohio-295, ¶ 14.

{¶ 11} R.C. 3307.48(D) provides:

No. 24AP-138 5

An individual receiving a disability benefit from the system

shall be ineligible to perform any teaching service, as defined

by the board. A disability benefit shall immediately terminate

if the disability benefit recipient performs any teaching service

in this state or elsewhere. The board shall notify the recipient

that the benefit is terminated. The recipient may submit, not

later than thirty days after the date the notice is sent, to the

board information specifying that the disability recipient did

not perform teaching services while receiving disability

benefits along with any supporting evidence available to the

recipient. The board shall review the information and any

accompanying evidence to determine whether the individual

performed teaching services. The board may designate an

individual to review the information and submit a

recommendation to the board. The board shall determine

whether the benefit was correctly terminated. If not, the benefit

shall be reinstated and any missed payments paid to the

recipient. The board’s decision is final.

(Emphasis added.) Id. Accordingly, the statute provides authority to the STRS board to

define the activities that constitute a “teaching service” which would render a claimant

ineligible for disability benefits. The board has set forth its definition of those activities in

Adm.Code 3307:1-7-01(D):

For purposes of section 3307.48 of the Revised Code, to

“perform any teaching service” whether or not such services or

positions are performed full-time or part-time, in a public or

private employment school or non-school setting, on a

volunteer basis or for compensation, in or outside the state of

Ohio includes any of the following:

(1) All employment, contracted services or volunteer work

that if performed in an Ohio public school would be considered

employment covered by the retirement system as defined in

section 3307.01 of the Revised Code.

(2) All teachers, tutors, substitute teachers, electronic

classroom instructors, daycare teachers, community school

instructors and private-lesson providers whether the service

was performed through employment, contracted services, or

volunteer work.

(3) All employment contracted services, or volunteer work

that relates to the work of educators, such as, but not limited

to, writing curriculum, leading workshops, providing

training, instructing students of any age, or directing

teachers, student teachers or students.

No. 24AP-138 6

(4) Any other service determined by the retirement board to

be performing teaching services.

(Emphasis added.) Id.

III. ANALYSIS AND APPLICATION

{¶ 12} We conclude that, based on the broad language in the first sentence of R.C.

3307.48(D), the respondents were permitted to define “teaching service” quite broadly, and

based on that statute’s last sentence, the board’s determination as to whether a claimant

performed a “teaching service” and was therefore ineligible for benefits was “final.”

{¶ 13} While Back’s activity in presenting to the Padua Franciscan High School

MyTrack student group was undoubtedly minimal, that activity squarely fits within the

definition set forth under subsection (D)(3) of Adm.Code 3307:1-7-01(D) as “volunteer

work that relates to the work of educators, such as . . . leading workshops, providing

training, instructing students of any age, or directing . . . students.” Moreover, her

presentation arguably constitutes “volunteer work that if performed in an Ohio public

school would be considered employment covered by the retirement system as defined in

section 3307.01 of the Revised Code” as prohibited by subsection (D)(1) of the rule, and

certainly falls within the “catch-all” prohibition of subsection (D)(4) of the rule. Moreover,

Back cannot claim she was not on notice that she wasn’t permitted to engage in “teaching

services” while she was on disability. According to the stipulated record, she received

specific notices that she was not permitted to engage in teaching services on November 17,

2014; February 19, 2015; March 2, 2015; April 9, 2015; March 2, 2016; and also in 2018.

(See, e.g., Appended Mag.’s Decision at ¶ 20-29 (citing record evidence).)

{¶ 14} Back’s essential argument here is not that STRS’s definition of “perform any

teaching service” in Adm.Code 3307:1-7-01(D) is improper. Rather, her main objection is

that the definition is unnecessarily overbroad. (See Relator Obj.’s to Mag.’s Decision at 6-

7.) But to obtain a writ of mandamus, Back must demonstrate that she had a legal right to

benefits and that STRS has a legal duty to continue her benefits. Even if we accept that the

definition is unnecessarily overbroad, that does not and indeed cannot show that she is

entitled to the issuance of a writ.

{¶ 15} Back has wholly failed to point to any law or fact supporting the claim that

STRS had a legal duty to conclude her presentation was not the performance of a teaching

No. 24AP-138 7

service, and Back has similarly not shown that she is legally entitled to either reinstatement

of her benefits or reinstatement of her appeal of the termination of those benefits. We

therefore overrule Back’s objections.

IV. CONCLUSION

{¶ 16} We adopt and approve the magistrate’s decision, which is set forth in the

appendix to the decision, in full. Back’s petition for a writ of mandamus is accordingly

denied.

Objections overruled;

writ of mandamus denied.

JAMISON, P.J., concurs.

DINGUS, J., dissenting.

DINGUS, J., dissenting.

{¶ 17} Because I disagree that the General Assembly intended the phrase “perform

any teaching service” to include speaking to a small group of students for a single 20-minute

period about a broad topic, I respectfully dissent.

{¶ 18} This case turns on the meaning of the phrase “perform any teaching service”

as used in R.C. 3307.48(D). While the magistrate focused on interpreting the term “leading

[a] workshop” as used in Adm.Code 3307:1-7-01(D)(3), the proper focus of this court

should be to determine the intent of the General Assembly in its use of the phrase “perform

any teaching service.” See Knollman-Wade Holdings, L.L.C. v. Platinum Ridge Properties,

L.L.C., 2015-Ohio-1619, ¶ 14 (10th Dist.), citing Brooks Capital Servs., L.L.C. v. 5151 Trabue

Ltd., 2012 Ohio App. LEXIS 3901, *8-9 (10th Dist.) (“The primary goal of statutory

interpretation is to ascertain and give effect to the General Assembly’s intent in enacting

the statute.”). To determine the legislative intent behind the phrase, we must first

determine whether it is “ ‘plain and unambiguous and conveys a clear and definite

meaning.’ ” Jacobson v. Kaforey, 2016-Ohio-8434, ¶ 8, quoting Sears v. Weimer, 143 Ohio

St. 312, 316 (1944). If the term is “ ‘capable of bearing more than one meaning,’ ” it is

ambiguous. Id., quoting Dunbar v. State, 2013-Ohio-2163, ¶ 16.

{¶ 19} Here, the majority finds “perform any teaching service” to be ambiguous.

And I agree. “Teaching service” is neither defined in a dictionary nor commonly used in

the English language. It is also capable of numerous meanings, including both inside and

No. 24AP-138 8

outside of an academic setting. Therefore, “perform any teaching service” is clearly

ambiguous and subject to judicial interpretation.

{¶ 20} To interpret an ambiguous statute and determine the General Assembly’s

intent, the court may consider several factors, including the object sought to be obtained,

the circumstances under which the statute was enacted, the legislative history, the

consequences of a particular construction, and the administrative construction of the

statute. R.C. 1.49; see also State v. Black, 2015-Ohio-513, ¶ 38. The majority interprets

“perform any teaching service” by relying exclusively on the construction of the statute by

the State Teachers Retirement System Board (“the board”). But this court is not confined

to considering that single factor. In fact, the Supreme Court of Ohio has made clear that “it

is never mandatory for a court to defer to the judgment of an administrative agency.”

TWISM Ents., L.L.C. v. State Bd. of Registration for Professional Engineers & Surveyors,

2022-Ohio-4677, ¶ 42. “In our constitutional system, it is exclusively [] ‘the province and

duty of the judicial department to say what the law is.’ ” Id. at ¶ 43, quoting Marbury v.

Madison, 5 U.S. 137, 177 (1803). But this court may consider an agency’s construction as

one factor in its interpretation of an ambiguous statute, depending on the persuasive power

of the agency’s interpretation. Id. at ¶ 45.

{¶ 21} While I agree that the board’s interpretation of “teaching service” is entitled

to some persuasive power, I find that the other factors contained in R.C. 1.49 far outweigh,

and are counter to, that interpretation. Let’s start with “the object sought to be obtained.”

R.C. 1.49(A). Context is important. “When reviewing a statute, we cannot ‘ “pick out one

sentence and disassociate it from the context.” ’ ” Jacobson at ¶ 19, quoting MacDonald v.

Bernard, 1 Ohio St.3d 85, 89 (1982), quoting Black-Clawson Co. v. Evatt, 139 Ohio St. 100,

104 (1941). We instead focus on everything within “ ‘the four corners of the enactment [in

order to] determine the intent of the enacting body.’ ” MacDonald at 89, quoting Black-

Clawson at 104. The statute in question is in Chapter 3307 of the Revised Code, which

contains rules limited to the State Teachers Retirement System, which itself is limited to

teachers. See generally R.C. 3307.01(B)(1). The statute does not apply to members of the

general public or even to other school employees. See R.C. 3309.01. So, “perform any

teaching service” must be interpreted in the context of teaching, or more specifically to the

goal of limiting the payment of disability benefits to those teachers who are truly unable to

No. 24AP-138 9

teach. Teaching requires special skills, and often extensive education and training.

Speaking once to a small group for 20 minutes to share personal experiences does not

require the use of those special skills, and it certainly does not transform the speaker into a

teacher; the act of teaching involves far more than that. Considering this context, the

General Assembly clearly did not intend for “teaching service” to include an isolated

instance of recounting personal experiences.

{¶ 22} And then there’s the consequences of the board’s construction. If the broad

descriptions contained in Adm.Code 3307:1-7-01(D)(1) through (4) to define “perform any

teaching service,” are to have full effect, disabled teachers will be prohibited in the future

from engaging in countless activities, including those that no person, much less a teacher,

would ever envision would disqualify them from receiving disability benefits. For example,

if a disabled teacher is prohibited from speaking to a small group once about personal

experiences, then clearly no disabled teacher will ever be permitted to deliver a

commencement speech to an entire graduating class. Similarly, a disabled teacher who is

part of a knitting group could be terminated from the disability system for sharing a new

knitting technique with a fellow member. The same consequence could apply to

participating in a book club, helping children or grandchildren with homework,

contributing personal insights during a Sunday School class, or even sharing a recipe with

others. The absurdities are endless. Even a plain and unambiguous statute will not be

enforced if it produces an unintended, absurd result. State ex rel. Clay v. Cuyahoga Cty.

Med. Examiner’s Office, 2017-Ohio-8714, ¶ 23. This court should likewise not interpret a

statute in a manner that produces an absurd result.

{¶ 23} For these reasons, I would hold that the phrase “perform any teaching

service” does not include an isolated act of speaking to a group about personal and work

experiences, and that the board’s decision to define the phrase in such a manner was

improper. In the absence of this definition, the board had a legal duty to reinstate Back’s

appeal of the termination of her benefits, and as such, I would sustain Back’s objections and

issue the writ of mandamus.

______________________

No. 24AP-138 10

APPENDIX

IN THE COURT OF APPEALS OF OHIO

TENTH APPELLATE DISTRICT

State ex rel. Lauren Back, :

Relator, :

v. : No. 24AP-138

State Teachers Retirement System et al., : (REGULAR CALENDAR)

Respondents. :

MAGISTRATE’S DECISION

Rendered on February 27, 2025

Gary A. Reeve, for relator.

McCaslin, Imbus & McCaslin, and Joseph C. Gruber, for

respondent Thyssenkrupp Bilstein of America, Inc.

Dave Yost, Attorney General, and Samuel A. Peppers, II, and

Lisa A. Reid, for respondent State Teachers Retirement

System and State Teachers Retirement System Board.

IN MANDAMUS

{¶ 24} Relator, Lauren Back, has filed this original action requesting that this court

issue a writ mandamus ordering respondents State Teachers Retirement System (“STRS”)

and State Teachers Retirement System Board (“the board” or “STRS board”): (1) to vacate

respondents’ cancellation of relator’s appeal and process the appeal review in the normal

fashion; or (2) to vacate their removal of relator’s disability benefits and grant her disability

benefits retroactive to the date they were cancelled.

No. 24AP-138 11

Findings of Fact:

{¶ 25} 1. Relator is an eligible participant in STRS through her teaching job at

Dayton Public Schools.

{¶ 26} 2. Respondents are responsible for the administration of disability benefits

and the adjudication of claims under the system.

{¶ 27} 3. In a November 17, 2014, application, relator applied for disability benefits

under the system based upon arrhythmogenic right ventricular dysplasia. In the disability-

benefit application signed by relator, relator acknowledged the following, in pertinent part:

Reemployment Restrictions

I understand that if my application for disability benefits is

approved by the State Teachers Retirement Board and I am

receiving disability benefits:

● I may not perform any teaching service as defined below.

- All employment, contracted services or volunteer work, that

if performed in an Ohio public school would be covered by

STRS Ohio; and

- All teachers, tutors, substitute teachers, electronic classroom

instructors, daycare teachers, community school instructors

and private-lesson providers; and

- Work that relates to the work of educators, such as but not

limited to, writing curriculum; leading workshops; providing

training; instructing students of any age; or directing

teachers, student teachers or students.

(Stip. at 484.)

{¶ 28} 4. An STRS brochure relator received in November 2014, entitled “Questions

and Answers about Applying for a Disability Benefit,” provided the following, in pertinent

part:

A disability benefit terminates if the disability benefit

recipient performs any teaching services. Teaching

service is defined as any position performed in a public

or private setting that, if performed in Ohio public

schools or institutions of higher education, would

contribute to STRS Ohio. This includes paid or

No. 24AP-138 12

volunteer service as tutors, substitutes, electronic

classroom instructors, coaches, and private-lesson

providers, in or outside Ohio.

...

If you are considering employment after the approval

of your disability benefits, forward an official job

description to STRS Ohio for review before accepting

any position.

(Stip. at 465, 469.)

{¶ 29} 5. In December 2014, respondents granted relator disability benefits for

ventricular tachycardia retroactive to June 2014.

{¶ 30} 6. A February 19, 2015, notification from STRS informed relator, as follows:

A disability benefit terminates if the disability benefit

recipient performs any teaching service. Performing

teaching service includes any and all teaching service, as well

as any service that you participate in that is similar to the

position held as a contributing member of STRS Ohio,

whether full-time or part-time, in a public or private setting

or on a volunteer basis, in or outside the state of Ohio. This

includes tutors, substitutes, electronic classroom instructors,

private-lesson providers, and supplemental work such as

coaching. Additionally, if you are found to be teaching, both

the disability benefits received and the health care and

prescription drug claims paid on behalf of the individual from

the beginning of the teaching service shall be repaid to the

retirement system.

...

If you are considering employment, you must forward a job

description to STRS Ohio for review before accepting any

position.

(Emphasis in original.) (Stip. at 491.)

{¶ 31} 7. In 2015, STRS presented relator a form entitled, “Questions You May Have

About Your Disability Allowance Benefits,” which provided, in pertinent part:

Disability benefits could also terminate:

No. 24AP-138 13

● If you perform any teaching service in any public or private

school or institution, in Ohio or elsewhere[.]

(Stip. at 493.)

{¶ 32} 8. On March 2, 2015, relator completed a form entitled, “Disability

Information For Payment of Benefit,” in which she attested, as follows:

I understand that disability benefit recipients may not

perform any teaching service or become employed in a

position similar to the position held as a contributing member

of STRS Ohio, whether full time or part time, in any public or

private employment setting, on a volunteer basis or for

compensation, in or outside the state of Ohio. I understand

that this includes tutors, substitutes, electronic classroom

instructors, community school instructors and private-lesson

providers, in or outside Ohio. I understand any other

employment normally related to or covered by STRS Ohio is

also prohibited.

(Stip. at 494, 499.)

{¶ 33} 9. On April 9, 2015, STRS sent a letter to relator, which provided, in pertinent

part: “Your disability benefit will terminate if you return to private or public teaching in this

state or elsewhere.” (Stip. at 502.) That letter contained a document entitled,

“EMPLOYMENT AND REEXAMINATION GUIDELINES FOR DISABILITY BENEFIT

RECIPIENTS,” which included the same employment-limitation language included in the

November 17, 2014, application. (Stip. at 504.)

{¶ 34} 10. On March 2, 2016, STRS sent to relator a “Statement of Employment and

Earnings After Receipt of a Disability Benefit,” which provided the same employment-

restriction language contained in the November 17, 2014, application. (Stip. at 510.) STRS

sent this form to relator every year, and the form contained the same language regarding

work restrictions. Relator completed these statements for the years 2016 through 2022.

{¶ 35} 11. These benefits were confirmed in April 2016, July 2017, and September

2019. Her claim was also allowed for post-traumatic stress disorder.

{¶ 36} 12. In approximately 2018, a document entitled “Teaching Limitations for

Disability Benefit Recipients,” was included with the earnings statement form, providing,

in pertinent part:

Disability benefit recipients sometimes ask if they can teach

while receiving benefits. The simple answer to this question is

No. 24AP-138 14

no. You may not perform any teaching services while receiving

STRS Ohio disability benefits. This includes any traditional or

nontraditional teaching activity, whether full time or part

time, in a public or private setting, school or nonschool

setting, on a volunteer basis or for compensation, in or outside

the state of Ohio[.]

Below are some common examples of traditional and

nontraditional teaching activities that are not permitted while

receiving disability benefits. Please note, this is not a complete

list. To find out if any activity qualifies as teaching service,

please contact STRS Ohio.

● Any employment covered by STRS Ohio

● Electronic classroom instructors

● Private and community school teachers

● Tutors

● Day care teachers

● Private-lesson providers

● Duties that relate to the work of educators (e.g., writing

curriculum, leading workshops and providing training)

● Coaching

● Teaching private art classes or piano lessons

● Mentoring students academically

● Teaching Bible studies

● Writing curriculum for any organization

You also cannot perform duties similar to your STRS Ohio

position while receiving disability benefits. For instance, a

school nurse cannot be a private nurse, a band director cannot

direct a city orchestra, a theater teacher cannot direct a local

play, and a music teacher cannot lead a choir.

...

What happens if you teach while receiving disability benefits?

Your STRS Ohio disability benefit will terminate

immediately if you perform any teaching service. Please note

that a retroactive termination would require a repayment of

benefits.

...

Plan ahead! If you are considering employment or volunteer

work, send a job description of the duties to STRS Ohio for

preapproval.

No. 24AP-138 15

(Emphasis in original.) (Stip. at 521-22.)

{¶ 37} 13. In October, November, and December 2022, claimant underwent

independent medical examinations (“IME”) and medical reviews for her conditions. The

IMEs and medical reviews concluded that disability benefits should not continue.

{¶ 38} 14. In a December 22, 2022, letter, respondents informed relator that her

disability benefits would be presented to the board for termination. The correspondence

provided, “[i]f you return to any teaching or State Teachers Retirement System of Ohio

covered service before the date set forth above, your benefit will terminate.” (Stip. at 552.)

{¶ 39} 15. In a February 16, 2023, letter, respondents informed relator that her

benefits were terminated, effective May 31, 2023. Relator appealed, after which time she

continued to receive disability benefits.

{¶ 40} 16. In a March 8, 2023, letter, STRS informed relator that, “[i]f you return to

work in any STRS Ohio covered position or other teaching service, your appeal hearing will

be canceled.” (Stip. at 557.)

{¶ 41} 17. On August 11, 2023, STRS discovered a social media post from Padua

Franciscan High School, stating the following:

Padua Alumna and entrepreneur Lauren (O’Donnell) Back

’00 ran a workshop for MyTrack Business students called

“How to be an Entrepreneur.” She discussed successfully

operating and marketing a business along with the process of

turning an idea into a working business model. Students

enjoyed samples of her Back Attack Snacks.

(Stip. at 560.)

{¶ 42} 18. The same post was shared on relator’s business social media page, which

stated the following:

Last week, our co-founder and Padua Franciscan High School

grad returned to her alma mater to provide her personal

insight, experience, and business advice to this future

generation of economic leaders!

Id.

{¶ 43} 19. In an August 11, 2023, letter, respondents notified relator that her appeal

hearing had been cancelled, alleging that relator had “performed teaching services” on

No. 24AP-138 16

March 16, 2023, by running the workshop at Padua Franciscan High School called “How to

be an Entrepreneur.” The termination was retroactive to March 15, 2023. Relator appealed.

{¶ 44} 20. Padua teacher Jason Dzik, the school’s MyTrack Director, indicated in an

August 18, 2023, letter that relator spoke to a student group, which is similar to a club,

about her path as an entrepreneur for roughly 20 minutes and then answered questions

from the group; Dzik was present during relator’s interaction with the student group;

relator did not take attendance, assign or grade any student work discipline students, or

handle any of the responsibilities typically performed by teachers; Dzik, as the teacher and

facilitator in the group, was responsible for all such tasks; Dzik was physically present in

the room the entire time and can attest that relator’s sole task was to tell her story to the

group and answer a few questions; he phrased the social-media post as a “workshop,” as

opposed to a “speaker,” to attract additional students and to encourage the speaker to

approach the event in a workshop fashion to permit the students’ interaction in terms of

asking questions; relator told her story, handed out samples, and then answered the

students’ questions; and he kept the “workshop” language for the sake of consistency,

though relator did not teach any lessons or conduct any activities.

{¶ 45} 21. In an August 18, 2023, letter, addressing the school’s social-media post,

Rachel DeGirolamo, the vice president of communication for Padua Franciscan High

School, stated that a more accurate description of relator’s involvement would have been

that she served as a guest speaker on the topic of “How to Be an Entrepreneur,” at the

invitation of Dzik.

{¶ 46} 22. In a September 22, 2023, letter, respondents denied relator’s appeal and

affirmed its refusal to review her appeal of the termination of benefits.

{¶ 47} 23. The Padua Franciscan High School Fulltime Faculty Handbook for 2022-

2023, provides that students must be under the supervision of a faculty member from 7:30

a.m. to 3:00 p.m.

{¶ 48} 24. In an October 2, 2023, letter, respondents informed relator that she was

responsible for repaying $5,401.45 in overpayment of benefits paid between March 15,

2023, and May 31, 2023.

{¶ 49} 25. On February 22, 2024, relator filed the present petition for writ of

mandamus.

No. 24AP-138 17

Conclusions of Law and Discussion:

{¶ 50} The magistrate recommends that this court deny relator’s petition for writ of

mandamus.

{¶ 51} In order for this court to issue a writ of mandamus, a relator must ordinarily

show a clear legal right to the relief sought, a clear legal duty on the part of the respondent

to provide such relief, and the lack of an adequate remedy in the ordinary course of law.

State ex rel. Pressley v. Indus. Comm., 11 Ohio St.2d 141 (1967).

{¶ 52} Here, relator presents the following arguments: (1) under the regulatory

definition, relator did not perform a “teaching service” at Padua; (2) relator acted as a

single-time speaker to high school business-class students regarding being an

entrepreneur; (3) the talk was given at the request of teacher Jason Dzik, the school’s

MyTrack Director, who supervised the students throughout the presentation; (4) Dzik

indicated in an August 18, 2023, letter that relator spoke to a student group, which is similar

to a club, about her path as an entrepreneur for roughly 20 minutes and then answered

questions from the group; Dzik was present during relator’s interaction with the student

group; relator did not take attendance, assign or grade any student work, discipline

students, or handle any of the responsibilities typically performed by teachers; Dzik, as the

teacher and facilitator in the group, was responsible for all such tasks; Dzik was physically

present in the room the entire time and can attest that relator’s sole task was to tell her story

to the group and answer a few questions; he phrased the social-media post as a “workshop,”

as opposed to a “speaker,” to attract additional students and to encourage the speaker to

approach the event in a workshop fashion to permit the students’ interaction in terms of

asking questions; relator told her story, handed out samples, and then answered the

students’ questions; and he kept the “workshop” language for the sake of consistency,

though relator did not teach any lessons or conduct any activities; (5) the August 18, 2023,

letter from DeGirolamo clarified that a more accurate description of relator’s involvement

would have been that she served as a guest speaker on the topic of “How to Be an

Entrepreneur,” at the invitation of Dzik; (6) the Padua Franciscan High School Fulltime

Faculty Handbook for 2022-2023, provides that students must be under the supervision of

a faculty member from 7:30 a.m. to 3:00 p.m.; (7) if relator’s presentation was a “teaching

No. 24AP-138 18

service,” then every parent who appears at any career day event has performed a “teaching

service”; (8) there is no case precedent on this issue; (9) relator telling her entrepreneurial

story did not require her to exercise any teaching skills or training and could have been

performed in a non-teaching capacity; (10) the single, short presentation during which she

arrived at the school, spoke briefly, and left, cannot be a “teaching service”; (11) as a guest

speaker, relator’s activity would not be considered employment covered by the retirement

system pursuant to R.C. 3307.01 if performed at an Ohio public school (Adm.Code 3307:1-

7-01(D)(1)); (12) the school confirmed relator was not acting in the guise of a teacher or

instructor of any kind, but merely as a guest speaker (Adm.Code 3307:1-7-01(D)(2)); (13)

the school confirmed relator did not write curriculum, lead a workshop, provide training,

instruct students, or direct teachers, student teachers, or students in any manner

(Adm.Code 3307:1-7-01(D)(3)); (14) the catchall in Adm.Code 3307:1-7-01(D)(4) is

inapplicable because STRS failed to define in its letter of cancellation what relator did that

might fall into the catch-all provision; (15) STRS defined relator’s activity as “running a

workshop,” but she did not chair a period of discussion and practical work on a particular

subject but, instead, gave a short talk on her personal experiences as an entrepreneur, took

a few questions from students, and left, which is more akin to a parent giving a career day

talk and not like a teacher’s duties; and (16) STRS used its unlawful determination

regarding “teaching service” to deny her a substantive legal right to continue to appeal the

denial of her previously granted disability benefits.

R.C. 3307.48(D) provides, in pertinent part, the following:

(D) An individual receiving a disability benefit from the

system shall be ineligible to perform any teaching service, as

defined by the board. A disability benefit shall immediately

terminate if the disability benefit recipient performs any

teaching service in this state or elsewhere. The board shall

notify the recipient that the benefit is terminated. The

recipient may submit, not later than thirty days after the date

the notice is sent, to the board information specifying that the

disability recipient did not perform teaching services while

receiving disability benefits along with any supporting

evidence available to the recipient. The board shall review the

information and any accompanying evidence to determine

whether the individual performed teaching services. The

board may designate an individual to review the information

and submit a recommendation to the board. The board shall

determine whether the benefit was correctly terminated. If

No. 24AP-138 19

not, the benefit shall be reinstated and any missed payments

paid to the recipient. The board’s decision is final.

Adm.Code 3307:1-7-01(D) provides, in pertinent part, the following:

(D) For purposes of section 3307.48 of the Revised Code, to

“perform any teaching service” whether or not such services

or positions are performed full-time or part-time, in a public

or private employment school or non-school setting, on a

volunteer basis or for compensation, in or outside the state of

Ohio includes any of the following:

(1) All employment, contracted services or volunteer work

that if performed in an Ohio public school would be

considered employment covered by the retirement system as

defined in section 3307.01 of the Revised Code.

(2) All teachers, tutors, substitute teachers, electronic

classroom instructors, daycare teachers, community school

instructors and private-lesson providers whether the service

was performed through employment, contracted services, or

volunteer work.

(3) All employment contracted services, or volunteer work

that relates to the work of educators, such as, but not limited

to, writing curriculum, leading workshops, providing training,

instructing students of any age, or directing teachers, student

teachers or students.

(4) Any other service determined by the retirement board to

be performing teaching services.

{¶ 53} A court is not required to defer to an administrative agency’s interpretation

of a statute enacted by the General Assembly or application of case law issued by Ohio

courts. See TWISM Enters., L.L.C. v. State Bd. of Registration for Professional

Engineers & Surveyors, 2022-Ohio-4677, ¶ 3 (explaining that the judicial branch is never

required to defer to an agency’s interpretation of the law and an agency’s interpretation is

simply one consideration a court may sometimes take into account). Furthermore, a court

will not defer to an administrative agency’s interpretation of its own regulation but, instead,

will independently interpret the regulations at issue. State ex rel. Berry v. Indus. Comm. of

Ohio, 2024-Ohio-2616, ¶ 23 (10th Dist.). If the text of a regulation is clear, then we apply it

as written and stop there. Id. But if we determine that the text is ambiguous, we may

consider the agency’s interpretation only for its persuasive power. Id., citing In re Alamo

No. 24AP-138 20

Solar I, L.L.C., 2023-Ohio-3778, ¶ 44-45. When interpreting text involving common words

used in their ordinary sense, there “ ‘will rarely, if ever, be a need for a court to look to an

agency interpretation,’ ” as this is “ ‘well within the judiciary’s core competence.’ ” Id.,

quoting TWISM at ¶ 47, citing Sarasota Mem. Hosp. v. Shalala, 60 F.3d 1507, 1511 (11th

Cir. 1995). However, the agency’s interpretation on specialized matters that involve

technical meaning within the agency’s core competency may serve the court. Id.

{¶ 54} The primary goal of statutory interpretation is to determine and uphold “the

General Assembly’s intent in enacting the statute.” Knollman-Wade Holdings,

LLC v. Platinum Ridge Properties, LLC, 2015-Ohio-1619, ¶ 14 (10th Dist.). “In determining

legislative intent, we must first look to the plain language of the statute.” Id. As a general

rule, the words and phrases of a statute will be read in context and construed according to

the rules of grammar and common usage. R.C. 1.42. See In re Acubens, LLC, 2018-Ohio-

2607, ¶ 14 (10th Dist.), citing State ex rel. Rose v. Lorain Cty. Bd. of Elections, 90 Ohio

St.3d 229, 231 (2000). Where the language of a statute is plain and conveys a clear and

definite meaning, there is no need for statutory interpretation. State v. Banks, 2011-Ohio-

4252, ¶ 13 (10th Dist.). “If the [statute] is clear and unambiguous, as it is in this case, we

must apply it as written.” State v. Ashcraft, 2022-Ohio-4611, ¶ 7. We may look beyond the

plain statutory language only when a definitive meaning remains elusive despite a

thorough, objective examination of the language. Ohio Neighborhood Fin., Inc. v. Scott,

2014-Ohio-2440, ¶ 23, citing State v. Porterfield, 2005-Ohio-3095, ¶ 11.

{¶ 55} In the present case, after a review of the facts and the provisions contained in

R.C. 3307.48(D) and Adm.Code 3307:1-7-01(D), the magistrate concurs with STRS’s

determination that relator’s activities fall within the exceptionally broad language of

“teaching service” provided in Adm.Code 3307:1-7-01(D). Having found no case law

addressing Adm.Code 3307:1-7-01(D), the magistrate relies upon the common usage of its

terms and finds such supports the board’s determination. Initially, relator’s arguments that

her presentation to the high-school business-class students was only a single event, lasted

only 20 minutes, took place before a group akin to a club, and was initiated by the request

of a teacher are not helpful to the analysis. These factors have little relevance to whether

relator’s actions provided a “teaching service.” Furthermore, relator’s attempt to show how

her activities differed from tasks a teacher performs by pointing out what her activities did

No. 24AP-138 21

not include is unavailing. There is nothing in the statutory or regulatory language that

requires the teaching service to include supervision, attendance monitoring, the

assignment of grades, or the meting out of discipline.

{¶ 56} Instead, what activities relator actually did perform are relevant and jibe with

the descriptions set forth in Adm.Code 3307:1-7-01(D). Despite relator’s claim that she did

not “lead [a] workshop[ ],” provide training, teach a lesson, or instruct students, relator’s

activities could be construed by the board as such. Relator was “teaching” the students by

discussing her path as an entrepreneur, “telling her story” about her own business, and

answering questions. Adm.Code 3307:1-7-01(D)(3) provides that a “teaching service”

includes voluntary work that instructs students of any age. Relator’s 20-minute discussion

of her snack company and her answering of students’ questions about her business can be

reasonably read as falling within the purview of “teaching” and “instruction” to students.

The August 11, 2023, social media post by the school indicated that relator discussed

successfully operating and marketing a business, along with the process of turning an idea

into a working business model. Relator’s business social media page described that during

the event, relator provided her personal insights, experience, and business advice to the

students. At their fundamental core, relator’s activities as a volunteer presenter instructed

the students and taught them about business. Likewise, relator’s discussion about her

business is the same type of activity a business-class teacher might conduct at a school;

thus, it would be considered employment covered by STRS, consistent with Adm.Code

3307:1-7-01(D)(1).

{¶ 57} The magistrate also finds that relator’s activities constituted “leading [a]

workshop[ ].” The term “workshop,” although not defined in Adm.Code 3307:1-7-01(D)(3),

is defined at https://www.dictionary.com/browse/workshop, accessed (February 9, 2025),

as “a seminar, discussion group, or the like, that emphasizes exchange of ideas and the

demonstration and application of techniques, skills, etc.” Relator’s activities comport with

a reasonable reading of this definition. Dzik, the school’s MyTrack Director, indicated that

relator spoke to the student group, which is similar to a club, about her path as an

entrepreneur for roughly 20 minutes and then answered questions from the group. Dzik

said he termed the event as a “workshop” to attract additional students and to encourage

the speaker to approach the event in a workshop fashion to permit the students’ interaction

No. 24AP-138 22

in terms of asking questions. The school’s social media post indicated relator discussed

successfully operating and marketing a business, as well as the process of turning an idea

into a working business model, and relator’s business social media page described that

relator provided her personal insights, experience, and business advice to the students.

According to Dzik’s and the social media descriptions, relator’s activities at the event

resemble a discussion group involving the exchange of ideas and the demonstration of

techniques and skills. Whether relator was “leading” the group is a grayer issue, as Dzik was

the organizer of the event and was present throughout, but the magistrate finds that, for

the period of her presentation, relator was “leading” the workshop. Thus, relator’s

presentation at the school event was consistent with “leading [a] workshop[ ]” pursuant to

Adm.Code 3307:1-7-01(D)(3). For the above reasons, the magistrate concludes that

relator’s activities at the school constituted a “teaching service” pursuant to R.C.

3307.48(D) and Adm.Code 3307:1-7-01(D). Respondents properly terminated relator’s

disability compensation.

{¶ 58} Accordingly, it is the magistrate’s decision that this court should deny

relator’s petition for writ of mandamus.

/S/ MAGISTRATE

THOMAS W. SCHOLL III

NOTICE TO THE PARTIES

Civ.R. 53(D)(3)(a)(iii) provides that a party shall not assign as

error on appeal the court’s adoption of any factual finding or

legal conclusion, whether or not specifically designated as a

finding of fact or conclusion of law under Civ.R. 53(D)(3)(a)(ii),

unless the party timely and specifically objects to that factual

finding or legal conclusion as required by Civ.R. 53(D)(3)(b). A

party may file written objections to the magistrate’s decision

within fourteen days of the filing of the decision.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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