2025004178•EEOC Appeal 2025004178
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U.S. EQUAL EMPLOYMENT OPPORTUNITY COMMISSION Office of Federal Sector P.O. Box 77960 Washington, DC 20013 Latonya D.,1 Complainant, v. Scott Bessent, Secretary, Department of the Treasury (Internal Revenue Service), Agency. Appeal No. 2025004178 Hearing No. 490-2024-00097X Agency No. IRS-23-0878 DECISION Complainant filed an appeal with the Equal Employment Opportunity Commission (EEOC or Commission), pursuant to 29 C.F.R. § 1614.403(a), from the Agency’s August 4, 2025, final decision concerning her equal employment opportunity (EEO) complaint alleging employment discrimination in violation of Title VII of the Civil Rights Act of 1964 (Title VII), as amended, 42 U.S.C. § 2000e et seq. and the Age Discrimination in Employment Act of 1967 (ADEA), as amended, 29 U.S.C. § 621 et seq. For the following reasons, the Commission AFFIRMS the Agency’s final decision. 1 This case has been randomly assigned a pseudonym which will replace Complainant’s name when the decision is published to non-parties and the Commission’s website.
2025004178 2 BACKGROUND At the time of events giving rise to this complaint, Complainant worked as a Supervisory Tax Examining Technician at the Agency’s Centralized Case Processing office in Memphis, Tennessee. On October 20, 2023, Complainant filed an EEO complaint alleging that the Agency subjected her to discriminatory harassment on the bases of race (African American), sex (female), and age (YOB: 1956), and in reprisal for prior protected EEO activity, when: 1. on October 18, 2022, and other dates, management threatened to terminate Complainant; 2. on October 18, 2022, the Operations Manager discussed her mother with Complainant, and since January 2023, the Department Manager frequently made references to “senior” and “old” during conversations with Complainant and her Team Lead; 3. on unspecified dates since July 2022, management interfered with Complainant’s leadership and management of her team through the use of abusive and negative comments; by threatening the Team Lead; and approving inappropriate behavior by an Employee under Complainant; 4. on October 19, 2023, and other dates, management made violent threats and acted to harm Complainant’s career and safety, including stalking her; gyrating; pulling her jacket; beating on her door; and threatening to give Complainant all the taxpayer work; 5. since January 1, 2022, management engaged in nepotism and discrimination in hiring, developing, details, promotions, and acting positions; 6. in April 2023 and October 20, 2023,2 management took personnel actions that adversely affected Complainant’s performance, awards, and promotions; and 2 The Commission has found that a discrete action states a claim outside of the framework of a harassment analysis and can also be reviewed within the disparate treatment context. See Moylett v. U.S. Postal Serv., EEOC Appeal No. 0120091735 (Jul. 17, 2012); Sedlacek v. Dep’t of Army, EEOC Appeal No. 0120083361 (May 11, 2010). Complainant initiated her EEO complaint on July 10,
2025004178 3 7. on January 12, 2023, and other unspecified dates, management used personally identifiable information (PII) improperly and went into Complainant’s personnel files going back 13 years. At the conclusion of the investigation, the Agency provided Complainant with a copy of the report of investigation (ROI) and notice of her right to request a hearing before an EEOC Administrative Judge. Complainant initially requested a hearing but withdrew her request, and her complaint was remanded to the Agency for issuance of a final decision. The Agency found that, assuming a prima facie case of discrimination, management officials articulated legitimate, nondiscriminatory reasons, and that Complainant did not show pretext. For example, Complainant’s performance ratings were based on her failure to complete her commitments within the allotted timeframe. The Agency also determined no harassment because Complainant did not show that she was subjected to conduct so severe or pervasive that a reasonable person would consider it hostile or abusive. The Agency concluded that Complainant failed to prove discrimination as alleged. The instant appeal followed. The Agency opposes Complainant’s appeal. STANDARD OF REVIEW As this is an appeal from a decision issued without a hearing, pursuant to 29 C.F.R. § 1614.110(b), the Agency's decision is subject to de novo review by the Commission. 29 C.F.R. § 1614.405(a). See Equal Employment Opportunity Management Directive for 29 C.F.R. Part 1614, at Chapter 9, § VI.A. (Aug. 5, 2015) (explaining that the de novo standard of review “requires that the Commission examine the record without regard to the factual and legal determinations of the previous decision maker,” and that EEOC “review the documents, statements, and testimony of record, including any timely and relevant submissions of the parties, and . . . issue its decision based on the Commission’s own assessment of the record and its interpretation of the law”). 2023, and events after May 26, 2023, are timely as discrete claims. Report of Investigation at 5. As such, we will analyze Complainant’s performance evaluation provided on October 20, 2023, as a claim of disparate treatment.
2025004178 4 ANALYSIS Disparate Treatment To prevail in a disparate treatment claim, a complainant must satisfy the three-part evidentiary scheme fashioned by the Supreme Court in McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973). A complainant must initially establish a prima facie case by demonstrating that he/she was subjected to an adverse employment action under circumstances that would support an inference of discrimination. Furnco Constr. Co. v. Waters, 438 U.S. 567, 576 (1978). Proof of a prima facie case will vary depending on the facts of the particular case. McDonnell Douglas, 441 U.S. at 802 n.13. The burden then shifts to the agency to articulate a legitimate, nondiscriminatory reason for its actions. Texas Dep’t of Cmty. Affairs v. Burdine, 450 U.S. 248, 253 (1981). To ultimately prevail, a complainant must prove, by a preponderance of the evidence, that the agency’s explanation is a pretext for discrimination. Reeves v. Sanderson Plumbing Products, Inc., 530 U.S. 133, 143 (2000); St. Mary’s Honor Ctr v. Hicks, 509 U.S. 502, 519 (1993). Complainant alleged that management lowered her annual performance appraisal to “Not Met” on or about October 19, 2023. Complainant noted that the Department Manager later stated that it was a mistake and changed her rating to “Met.” ROI at 172. However, a mistake, without more, does not establish discriminatory animus. See Calvin D. v. Dep’t of the Army, EEOC Appeal No. 0120171662 (Sept. 25, 2018); Velda F. v. Dep’t of the Interior, EEOC Appeal No. 0120122684 (Jul. 10, 2018). Regardless, even assuming, arguendo, a prima facie case of discrimination and reprisal, we find that the Agency articulated legitimate, nondiscriminatory reasons for the action. The Department Manager responded that Complainant did not complete her commitments within the allotted time. The Department Manager also noted that Complainant’s appraisal went before an impartial review board that determined her final rating. Supplemental ROI at 144-7. Complainant did not dispute that she did not timely complete her commitments, and she did not show that the proffered reasons are not worthy of belief. On appeal, Complainant contends that she deserved an Exceeds or Outstanding.
2025004178 5 However, the Commission has held that complainants cannot demonstrate pretext based on a subjective assessment of their own performance. See Frederick A. v. Equal Employment Opportunity Comm., EEOC Appeal Nos. 2022003887 and 2022004927 (Feb. 21, 2024); Britany N. v. U.S. Postal Serv., EEOC Appeal No. 2021004882 (Jul. 11, 2023); Trent M. v. Dep’t of Commerce, EEOC Appeal No. 2022000776 (Nov. 2, 2022). Complainant’s bare assertions that management officials discriminated against her are insufficient to prove pretext or that the action was discriminatory. Accordingly, we find that Complainant did not establish discrimination based on her age, race, or sex, or in reprisal for prior protected EEO activity, for her October 2023 performance evaluation. Harassment In order to establish a prima facie case of harassment, Complainant must prove, by a preponderance of the evidence, the existence of five elements: (1) that she is a member of a statutorily protected class; (2) that she was subjected to unwelcome conduct related to her protected class; (3) that the harassment complained of was based on her protected class; (4) that the harassment had the purpose or effect of unreasonably interfering with her work performance and/or creating an intimidating, hostile, or offensive work environment; and (5) that there is a basis for imputing liability to the employer. See Celine B. v. Dep’t of Navy, EEOC Appeal No. 2019001961 (Sept. 21, 2020); Humphrey v. U.S. Postal Serv., EEOC Appeal No. 01965238 (Oct. 16, 1998). See also Henson v. City of Dundee, 682 F.2d 897 (11th Cir. 1982), approved in Meritor Savings Bank v. Vinson, 477 U.S. 57, 66-67 (1986); Flowers v. Southern Reg’l Physician Serv. Inc., 247 F.3d 229 (5th Cir. 2001). The harasser’s conduct should be evaluated from the objective viewpoint of a reasonable person in the victim’s circumstances. Oncale v. Sundowner Offshore Servs., Inc., 523 U.S. 75, 81 (1998). In other words, to prove her hostile work environment claim, Complainant must establish that she was subjected to conduct that was either so severe or so pervasive that a “reasonable person” in Complainant’s position would have found the conduct to be hostile or abusive. Complainant must also prove that the conduct was taken because of a protected basis; in this case, her age, race, sex, and protected EEO activity. Only if Complainant establishes both of those elements – hostility and motive – will the question of Agency liability present itself.
2025004178 6 In claim 2, Complainant asserted that the Department Manager stated that the Director would not tolerate “this old stuff in the work environment.” Complainant also stated that the Team Lead informed her that the Department Manager used the term “senior” in reference to her age which made her uncomfortable. ROI at 133-4. The Team Lead averred that the Department Manager said that she was the “old team permanent lead” and needed to show others what to do, and “they are old leads too.” The Team Lead also noted that during a staff meeting, the Department Manager stated that she did not want the “old way of training” because she wanted to do it electronically, without paper. The Team Lead added that she heard the Department Manager say “you are an old senior” on several occasions. ROI at 285. We find that not every use of the term “old” referred to people and that several utterances of “old” and “senior” about the Team Lead were not sufficiently severe or pervasive to rise to the level of a hostile work environment for Complainant. We further find that Complainant did not show that the remaining incidents of alleged harassment were connected to any of her protected categories. For claim 1, Complainant explained that she reported violence in the workplace against the Department Manager. On October 22, 2022, the Operations Manager instructed Complainant to report for an investigative interview and noted that failure to participate or cooperate may result in discipline, up to and including removal. ROI at 127-8. The Operations Manager responded that this was standard language as a practice regarding noncompliance, noting that Complainant complained that she was being forced to work in a hostile work environment but refused to participate in the investigation. ROI at 183. In response to the allegation that the Program Manager discussed her mother with Complainant (claim 2), the Program Manager believed that Complainant knew her mother, who was retired from the Agency, and the Program Manager asked when she first introduced herself to Complainant as small talk. Complainant confirmed that she knew the Program Manager’s parents. ROI at 188. Complainant described the purported actions that interfered with her leadership and management for claim 3 to include allowing the Employee advanced leave and approval of leave without pay versus absence without leave. The Employee was allowed to communicate directly with the Program Manager or Department Manager regarding her absences. In addition, Complainant and the Team Lead were instructed to retrain the Employee due to her performance issues.
2025004178 7 However, Complainant offers no evidence that these incidents were based on a protected basis. Complainant also claimed that the Program Manager and Department Manager lied that the Employee filed a grievance against Complainant with the Union, and they sent Complainant a meeting invitation to intimidate and threaten Complainant. ROI at 137-8. The record contains the Employee’s email reporting harassment from Complainant. For example, Complainant approached the Employee’s desk at 7:17 a.m. and stated that she had been checking for her arrival every five (5) minutes. The Employee’s tour of duty begins at 7:00 a.m., and she was delayed that day by an issue at the security gate, and she provided the telephone number to the Security Desk to verify her explanation. However, Complainant expected the Employee to use annual leave for her tardiness. The Employee reported that she contacted the Union before proceeding with an EEO complaint or grievance. ROI at 214-15. For claim 4, Complainant attested that the Department Manager beat Complainant’s office door; screamed; gyrated using her hands; and threatened to unfairly distribute taxpayer returns to ensure that operational goals were not met. ROI at 147. The Team Lead corroborated that she witnessed the Department Manager screaming and raising her hand at Complainant. When the Team Lead tried to calm them down, the Department Manager pushed her arm and stormed out of Complainant’s office. ROI at 286. However, neither provided evidence that the Department Manager’s actions were due to Complainant’s age, race, sex, or protected EEO activity. Regarding claim 5, Complainant complains that she was denied a promotion on November 6, 2020. Supplemental ROI at 42-3. However, Complainant raised this claim in a prior EEO complaint, and the Commission found no discrimination in Hulda W. v. Department of the Treasury, EEOC Appeal No. 2025001010 (September 29, 2025). While Complainant alleged discriminatory personnel actions in April 2023 in claim 6, she did not provide any information about actions in April, and she focused on the October 2023 performance appraisal, discussed above. Supplemental ROI at 47-53. Complainant accused the Director of improperly using her PII to access her personnel records for the past 13 years (claim 7), which she viewed as a form of stalking. Supplemental ROI at 53, 56. The Director responded that Complainant expressed an interest in transferring and had experience in information technology (IT).
2025004178 8 To facilitate her request, the Director asked other directors if they had developmental opportunities. The Director’s Secretary researched “HRConnect” to determine which IT department Complainant previously worked in but was unable to find the information. She then contacted the Help Desk for assistance, and Complainant inquired about the Help Desk ticket. The Director attested that no PII was obtained or used, and the Help Desk inquiry was based on system codes, and they did not access Complainant’s personnel file. Supplemental ROI at 153-6. The Commission has held that routine work assignments, instructions, and admonishments do not rise to the level of harassment because they are common workplace occurrences. See Gray v. U.S. Postal Serv., EEOC Appeal No. 0120091101 (May 13, 2010). Unless it is reasonably established that the common workplace occurrence was somehow abusive or offensive, and that it was taken in order to harass Complainant on the basis of his protected class, we do not find such common workplace occurrences sufficiently severe or pervasive to rise to the level of a hostile work environment or harassment as Complainant alleges. See Complainant v. Dep’t of Veterans Affairs, EEOC Appeal No. 0120130465 (Sept. 12, 2014). There is no evidence that these work-related incidents were taken in order to harass Complainant on the basis of a protected class. Accordingly, we find that Complainant did not establish that the Agency subjected her to harassment based on age, race, or sex, or in reprisal for prior protected EEO activity. CONCLUSION Based on a thorough review of the record and the contentions on appeal, including those not specifically addressed herein, we AFFIRM the Agency’s final decision. STATEMENT OF RIGHTS - ON APPEAL RECONSIDERATION (M1125) The Commission may, in its discretion, reconsider this appellate decision if Complainant or the Agency submits a written request that contains arguments or evidence that tend to establish that: 1. The appellate decision involved a clearly erroneous interpretation of material fact or law; or 2. The appellate decision will have a substantial impact on the policies, practices, or operations of the agency.
2025004178 9 Requests for reconsideration must be filed with EEOC’s Office of Federal Sector (OFS) within thirty (30) calendar days of receipt of this decision. If the party requesting reconsideration elects to file a statement or brief in support of the request, that statement or brief must be filed together with the request for reconsideration. A party shall have twenty (20) calendar days from receipt of another party’s request for reconsideration within which to submit a brief or statement in opposition. See 29 C.F.R. § 1614.405; Equal Employment Opportunity Management Directive for 29 C.F.R. Part 1614 (EEO MD-110), at Chap. 9 § VII.B (Aug. 5, 2015). Complainant should submit their request for reconsideration, and any statement or brief in support of their request, via the EEOC Public Portal, which can be found at https://publicportal.eeoc.gov/Portal/Login.aspx. Alternatively, Complainant can submit their request and arguments to the Director, Office of Federal Sector, Equal Employment Opportunity Commission, via regular mail addressed to P.O. Box 77960, Washington, DC 20013, or by certified mail addressed to 131 M Street, NE, Washington, DC 20507. In the absence of a legible postmark, a complainant’s request to reconsider shall be deemed timely filed if OFS receives it by mail within five days of the expiration of the applicable filing period. See 29 C.F.R. § 1614.604. An agency’s request for reconsideration must be submitted in digital format via the EEOC’s Federal Sector EEO Portal (FedSEP). See 29 C.F.R. § 1614.403(g). Either party’s request and/or statement or brief in opposition must also include proof of service on the other party, unless Complainant files their request via the EEOC Public Portal, in which case no proof of service is required. Failure to file within the 30-day time period will result in dismissal of the party’s request for reconsideration as untimely, unless extenuating circumstances prevented the timely filing of the request. Any supporting documentation must be submitted together with the request for reconsideration. The Commission will consider requests for reconsideration filed after the deadline only in very limited circumstances. See 29 C.F.R. § 1614.604(f).
2025004178 10 COMPLAINANT’S RIGHT TO FILE A CIVIL ACTION (S0124) You have the right to file a civil action in an appropriate United States District Court within ninety (90) calendar days from the date that you receive this decision. If you file a civil action, you must name as the defendant in the complaint the person who is the official Agency head or department head, identifying that person by their full name and official title. Failure to do so may result in the dismissal of your case in court. “Agency” or “department” means the national organization, and not the local office, facility or department in which you work. If you file a request to reconsider and also file a civil action, filing a civil action will terminate the administrative processing of your complaint. RIGHT TO REQUEST COUNSEL (Z0815) If you want to file a civil action but cannot pay the fees, costs, or security to do so, you may request permission from the court to proceed with the civil action without paying these fees or costs. Similarly, if you cannot afford an attorney to represent you in the civil action, you may request the court to appoint an attorney for you. You must submit the requests for waiver of court costs or appointment of an attorney directly to the court, not the Commission. The court has the sole discretion to grant or deny these types of requests. Such requests do not alter the time limits for filing a civil action (please read the paragraph titled Complainant’s Right to File a Civil Action for the specific time limits). FOR THE COMMISSION: T. Gimbrere Acting Director's signature T. Gimbrere, Acting Director Office of Federal Sector September 16, 2026 Date
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