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Annual Report 2016-20172016-2017 Annual Report Table of ContentsReflections on the Year From Our Head of School and Board President............... 2 Celebrating the Class of 2017.................................................................................. 3 2016-2017: A Year in Review.................................................................................... 4 Annual Fund............................................................................................................... 5 2017 Blue Jean Ball.................................................................................................... 7 Corporate Partners................................................................................................... 9 Feature: A Generous Grant from the Southern Bank Foundation........................10 Restricted Gifts.......................................................................................................10THE OAKWOOD SCHOOL MISSION AND VISION The Oakwood School seeks to instill in its students the strength of character, the creativity, and the wisdom to make a difference in the world. We seek to be the school of choice for families who value a 21st Century education.BOARD OF TRUSTEES 2016-2017 Dave Hunt, President Patricia Rawls, Treasurer Faye Bordeaux Jerry Brett Will Daugherty Chris Dyba Randy Fry Jef Glenn Laura Hanley Davis Joy Karriker Linda Kuhn David Lamb Karsin Landis Ogi Obi Rob Peterson (ex-officio) Wendy Price Kim Sayers Kelli Smith Jim Whitehurst Eileen Van Houten (ex-officio) Xiaoming ZengMrs. Strickland’s 1st grade class says “Thank You!” to the many donors and volunteers who help to make their Oakwood education remarkable! Middle School social studies teacher, Mr. Baer, helps Luke figure out the next step for his project.Front cover: The girls tennis team expands the “Spike it for Life” tradition with their own tournament - “Slice it for Life”.We have made a concerted effort to recognize all of our donors and volunteer leadership teams properly. If we have inadvertently left your name off a listing, please notify us immediately. Listings in the 2016-2017 Annual Report recognize gifts received through the School’s fiscal year ending June 30, 2017. The Oakwood School is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Our Federal tax identification number is 56-1938898.1The Oakwood School admits students of any race, color, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, national and ethnic origin, in administration of its educational/admissions policies, scholarship, loan, athletic and other school-administered programs.A note from Mr. Peterson Dear Oakwoodians, 2016-2017 was another excellent year for Oakwood. Under the guidance of Oakwood’s mission, our faculty and staff worked exceedingly hard on behalf of our students and their families, which was confirmed by SAIS/AdvancED awarding a 2017-2022 reaccreditation after a year-long intensive process. In addition to accreditation, many things confirmed Oakwood’s excellence this year including awards and strong placements in the following areas: academic testing in all disciplines and competitions in math, science, geography, and spelling; fine arts performances and competitions and audiences of over 800 attending four shows of The Sound of Music; and outstanding athletic achievements such as a State Championship in Boys Tennis and deep runs in state tournaments from Girls and Boys Soccer and the Softball team. And after Hurricane Matthew, our students, families, faculty, and staff reached out to the community by supporting Princeville School and the students’ families in their time of need. Likewise, a significant grant by Southern Bank Foundation confirmed recognition of Oakwood’s stellar academic programs allowing Department Heads to expand development of their disciplines. Each of these accomplishments and the many more highlighted in the following pages are confirmations and reminders of Oakwood’s high caliber. It is bittersweet for me that Oakwood’s 22nd year and my 10th year will be my last at such a fine institution. I am grateful to all the faculty and staff, students, alums, past and current families and community friends who have made this school what it is… remarkable. Oakwood is a very special place. Gini and I are so proud that we will finish our careers here at this wonderful school that offers such a well-rounded 21st century education to children in Greenville and surrounding communities. I thank you all for your support of Oakwood and for your support of my leadership. Sincerely,FINANCIAL OVERVIEW FROM THE BOARD OF TRUSTEES Dear Oakwood Community, I am delighted to report that 2016-2017 has been another strong year financially for The Oakwood School. In looking at our three fundraising efforts, the Corporate Partnership program, the Annual Fund, and the Blue Jean Ball, all three combined to net a total of $335,450. In addition, we received more than $188,000 in restricted donations. Likewise, our balance sheet continues to be in the black with a balanced budget for the 7th straight year. The pie charts below break out revenues and expenses for your review noting that any surplus went to reserves. Thanks to the Development Team, Business Office, and Board for their hard work with the biggest thanks to you for your generosity, commitment and confidence in our school. Sincerely, Dave Hunt 2016-2017 Board of Trustees PresidentREVENUES $5.35M Tuition & Fees 92.1% Fundraising 6.4% Corporate Partners 1.5%Robert R. Peterson Head of SchoolEXPENSES $5.27M Salaries & benefits 66.0% Instructional costs 12.9% Administrative 8.2% Facilities 6.4% Financial assistance (merit & need-based) 6.3% Provision for plant 0.2%Our Newest Alumni: The Class of 2017Congratulations Class of 2017 Asha Armistead Madison Averette Jake Boyd Matthew Cahill Jackson Carriere Charles Corey Jordan Cox Skylar Daniels Cate Duncan Adra Harner Leah Grace Hamilton Coley Hawk Jack Heins William Hoppenot Sarah Kleckley Christopher Lindbeck Bianca Lockamy Wendy Lu Emma Mehlhop Kelly Oglesby Jessica Pabst Tanner Ruffin Lowie Price Nick Proctor Tanner Ruffin Lucas Senis Vaz Santos Molly Stallings Elliott Triebenbacher Vince Varju3COLLEGE ACCEPTANCES University of Alabama American Musical and Dramatic Academy (AMDA) Appalachian State University* Barton College* Baruch College of CUNY University of British Columbia College of Charleston Christopher Newport University Clemson University University of Colorado at Boulder Davidson College Duke University* East Carolina University* Elon University Florida Southern College* George Mason University Georgia Institute of Technology* High Point University* Hollins University University of Illinois at Urbana-Champaign Indiana University at Bloomington James Madison University Liberty University Longwood University University of Massachusetts, AmherstMeredith College University of Mississippi University of North Carolina at Asheville University of North Carolina at Chapel Hill* University of North Carolina at Charlotte* University of North Carolina at Greensboro* University of North Carolina at Wilmington* North Carolina State University* Old Dominion University Penn State University Perdue University Queens University* Rensselaer Polytechnic Institute University of San Diego* Sewanee: The University of the South University of South Carolina University of Tampa University of Tennessee, Knoxville Tulane University University of Tulsa University of Virginia’s College at Wise* Virginia Commonweath University Wesleyan University* * Indicates Matriculations$743,877Awarded in Merit ScholarshipsAnother Remarkable Year at OakwoodThe Von Trapp family wows sold out crowds during The Sound of MusicBoys tennis soars to their second State Championship. Go Eagles!OASES houses plentiful gardens and Oawkood’s first chickens - becoming a cherished part of our beautiful campus. Did you know 2nd graders like kale?Students flourish inside and outside of the classroom. Above: HUGS partners dig for fossils. Left: This year’s National Honor Society inductees smile proudly. 42016-2017 Annual Fund 257 Donors Gave $214,370!Each year, the impact of Annual Giving is seen daily through curriculum development, field trips, faculty enrichment, financial assistance, technology, athletics, arts, small class sizes, and much more. Annual Giving is a top priority and helps to make up the difference between what tuition covers and the cost to educate each student. This year’s donors included parents, faculty and staff, alumni and alumni parents, grandparents, local businesses, corporations and friends of the school. Truly a community wide effort! We are deeply grateful to the many donors whose Annual Fund gifts assisted Oakwood in carrying out its mission.By the numbers... Total Gifts & Pledges: $214,370 Board Giving: 100% participation with $54,250 contributed Current Parent Participation: 68% New Donors: 32 Donors who increased their gift from last year: 67 Total contributed by Acorn level donors ($500 or less): $69,442“Annual giving presents to our Oakwood school community a moment to contribute and support the strength and mission of the school. Our family accepts the opportunity to give to the school, and we are grateful to each of the donors who joined us in participating in giving to the 2016-2017 Oakwood Annual Fund.” Frankie and Faye Bordeaux, 2016-2017 Annual Fund Co-Chairs SCARLET OAK ($10,000+) Linda Kuhn & Tim Clark (partially through East Carolina Veterinary Service) LIVE OAK ($5,000 to $7,499) Faye & Frankie Bordeaux (through DRB Enterprise LLC) Lima Smith-Dubroy & Dale Dubroy Bill Monk (through the Mr. and Mrs. William C. Monk, Sr. Gift Fund) Aurelia & William Monk (through the William and Aurelia Monk Gift Fund) Veda & Dan Moore Gini & Rob Peterson Patricia & Artie Rawls Melanie Tedder Sangita & Andy Tewari Anne & Jim Whitehurst WYE OAK ($2,500 to $4,999) Anonymous Jeannette & Jason Barnett Kimberly & Otis Burnett Jodi & Ira Adler5Melissa & Don Duncan Eva Marie & Chris Dyba Jef & Ed Glenn Molly & Michael Holdeman Martha & William Keiter, Jr. Lorri & Chris Kessler Griffin & David Lamb Nicole Levinson Cassie & Paul Mehlhop Joanne Matthews & Allan Mitchell Staci & Morris Moye Kim Gray-Saad & George Saad Maxine Speight Ogi & Reggie Obi Judy & Chad Wood Heather & Steve Wright EVERGREEN OAK ($1,000 to $2,499) Anonymous (2) Helen Harmon & J. Glen Ballard Linda & Paul Bolin Danielle & Jesse Boyd Yvonne & Herbert Brown Suzanne & Adam Clark Emily Monk Davidson Laura Hanley & Richard Davis (matched by IBM) Nancy & Norm EissAlicia & Matt Hawk Chris & Allen Harker Eleanor Harris Treva & John Inzerillo Shannon & David Jennette (through Timberlands Unlimited) Linda & Eric Lindbeck (through Lindbeck Charitable Childrens Fund) Carlotta & Dwight Lindsay Shannon & Jeff Longshore Carol Matarese Muna Mian & Bogdan Marcu Anne & Johnnie May Laura Crawford & John Meredith Jeannie & Tony Misenheimer Concetta & Robert Oglesby Kimberly Crickmore Osborne & Brad Osborne Mary Jon & Mark Pabst Shirley & Sujan Patel Wendy & Don Price Jennifer & Kevin Rawls Heather & Myles Reedy Kimberly & Allen Sicley (matched by Novartis & Pfizer Foundation) Kelli & Anthony SmithElizabeth & Lee Surkin Lara & John Surles Eileen & Peter Van Houten Kristi & Bobby Walters Kevin & Jennifer Youngs (through Youngs Physical Therapy & Sports Performance) Fan Zhou & Xiaoming Zeng WILLOW OAK ($500 to $999) Niti & Drury Armistead Monika & Scott Barker Karen & Michael Barondes Dora & Robert Beaman Michel & Jerry Brett (matched by Albemarle Bank & Trust) Kelly & Pat Brillant Patrice & Rondy Bryant Stephanie & John Cahill Meg & Harry Cooke Wendy & John Kent Cooke Daughtridge Gas & Oil Beth & Randy Fry Michelle & Gene Graziosi Missy & Phil Goldstein Amy Blumenthal & Pat Heins Jennifer Perry-Hidalgo & Guillermo Hidalgo Amy & Eric HowellMichelle & Dave Hunt Ji Song & Young Kim Gloria & Joe Landino Stephanie Westbrook & Michael Lang (matched by Lang’s MedPsych Inc.) Jaclyn Beierlein & Loren Limberis Suzan & Rick Martin (matched by Frontstream Cardinal Health Foundation) Diane & Ray McGowan Susan & Marc Miller Kim & Greg Monroe Sylvia & Bucky Moore Kadie & Louis Moore Elizabeth & Timothy Moseley Sue & Ron Morgan Helen & Donald Price Praveen Chada & Vengamamba Polu Delta & Ed Reedy Kelly & Chris Robbins Anita & Brent Roberson Marie & Michael Rowe Walter Ryan Kim & Ron Sayers Sabeen Abid & Nauman Shahid Tamara & Doug Shusterman Nicole & Rajinder Sidhu Mackenzie & Colin Smith Heather & Derek Stepp Jermaine Joefield & Beville Timothy Liliane & Robert Tyson Carrie & Benjamin Waller ACORN (up to $499) Anonymous (7) Alysa & Blane Aarup Maura & Michael Aceto Amira & Eslam Ali Connie & Brad Amerson Debbie & Fred Austin (through NovusMicro) Keisha & Deon Atkinson Cindy & Ed Atkinson Alyssa & Kris Arnold Fran & Linton Arrowood Sally & Vance Averette Georgia & Roger Bacon Andrew Baer Christine & Ashley Barker Mary Dawson-Barnett & Anthony Barnett Joyce & Carl Bennett Rebecca Bernhardt Ashley Blackmer Beverly Blackwelder Corrie & Garrett Blackwelder Allison Easley & Terrece Blount Myra & Melvin Bowen Jennifer & Mark Bowler Susan & Michael Brown Sandi & John CarstarphenWanda Carr Sherry & Leo Chen Kristy & Parker Conway Allison & Jeffrey Cox Lillie Craft Rosanne & Jeff Davis Melinda Kane & Thomas Doumaux Melani & Chris Duffrin Greg Funaro Allyson & Will Daugherty (through Evolve, Inc.) Angela & Jonathan Eason Kathy Eliscu Trisha & Charles Evans Donna & Rob Franklin Amy Gardner Allison & Carlos Geigel Mary Beth & John Godbold Liza & Steven Hardy-Braz Sharon & Harry Hamilton Jana & Ed Hammond Hamza Khalid & Amina Hamza Kelly & Frank Harper Jane & Richard Hawk Sonjie & John Haydel Amanda & Jason Higginson Tiffany & George Hill Holly Mathews & Ron Hoag (through the Hoag-Mathews Charitable Fund) Anita & Larry Hodgkins Kyle & Keith House Renee & Mark Howard Amelia & Carlos Insaurralde Kelly & Mark James Dania & Sultan Jamileh Deepa Kabirdas & Ashok Janakiraman Meridith & Robert Jay Anne & Charles Jenkins Courtney Jones Heather & Grant Jones Regenia & Jeff Jones Lisa & Rolf Kannen Joy & Todd Karriker Linda & Martin Kean Michelle & Greg Kearney Kimberly Swank & Steve Kiess Alexis & Eric Kneubuehl Jackie & Ying Liu Beth Longshore Melissa & Jason Lowry Annette Marrow Jennifer & Michael McCarren Laura & Joseph McClung Krista & Michael McCoy Bess McLamb Kristin & Jon McPeters Lauren McTindal Ann & Bruce Mewborne Julie & Ryan Moore Jeanette & Michael Morris Pattie & Dustin Mills Leigh & Matthew MurchisonSedrick Nelson Melinda & Robert Nimmo Jeannette & Tom Painter Kathy Pearce Tammy & Philip Perdue Patsy Pierce Amanda & Nathaniel Poulin Melita & Robert Prati Mary & Ronald Prati Wendy & James Proctor Emily & Gerald Prokopowicz Caroline Ryan Marquette & Danny Sadler Monique Mustafa & Sohail Sarwar A’me Saverino Christine & Michael Schmidt (through Crystal Connection) Staci & Sam Sears Laura Lloyd & Timothy Seavers Kimberly & Jeffrey Shovelin Jeanie & David Siegel Axel Smith Jennifer & David Smith Molly Stevenson Tanya & Russell Styles Brandyn & Gene Sorie Camillia & Germaine Smith Tracy & Wayne Strickland Tamira & Brandon Tate Mollie & Grant Thaxton Lisa Thomas-Harner & Kyle Harner Ken Thorn Jamie & Allen Vick Jitka & Jani Virag Anthony Vital Sandra & Keith Wainright Robert Waters Reita & Joe Watson Lillian & John Whichard (through the John & Lillian Whichard Charitable Fund) Kelli Williams Marie & Tycho Wood Dianne & Barry Youngs THESE GIFTS TO THE 20162017 ANNUAL FUND WERE IN HONOR OR MEMORY OF THOSE LISTED BELOW. Anonymous Donor - In honor of Josephine Covington Debbie & Fred Austin - In honor of Rob & Gini Peterson Sally & Vance Averette - In honor of Madison, Annabelle & Sawyer Averette Dora & Robert Beaman -In honor of Cherita Lytle and Amber Beaman Joyce & Carl Bennett - In honor of Kaitlyn Hodgin Beverly Blackwelder - In honor of CJ & Valli BlackwelderSusan & Michael Brown - In honor of Rob & Gini Peterson Yvonne & Herbert Brown - In honor of Madison Moseley Suzanne & Adam Clark - In memory of Herbert Bernhardt Linda Kuhn & Tim Clark - In honor of Peter & Ellen Clark Emily Monk Davidson - In honor of William & Aurelia Monk and in memory of William C. Monk, Sr. Kathryn Eliscu - In honor of the Mehlhop family Liza & Stephen Hardy-Braz In memory of Eduardo & Fernanda Braz Alicia & Matt Hawk - In honor of Coley Hawk, Class of 2017 Jane & Richard Hawk - In honor of Coley Hawk Courtney Jones - In honor of Rob & Gini Peterson Regenia & Jeff Jones - In honor of Rob & Gini Peterson Beth Longshore - In honor of Harper K. Longshore Carol Matarese - In honor of Anna & Jake Monroe Anne & Johnnie May - In honor of Jessica & Samantha Pabst Lauren McTindal - In honor of Rob & Gini Peterson Ann & Bruce Mewborne - In honor of Travis, Luke & Andrew Mewborne Kadie & Louis Moore - In honor of Olivia Moore Emily & Gerald Prokopowicz - In honor of Rob & Gini Peterson Patsy Pierce - In honor of the Jeff Mewborne family Delta & Ed Reedy - In honor of Addie Reedy Kelly & Chris Robbins - In honor of Rob & Gini Peterson A’me Saverino - In memory of Martie Nikkel Jennifer & David Smith - In honor of Rob & Gini Peterson Melanie Tedder - In memory of Jerry C. Tedder Ken Thorn - In honor of Branin Thorn Kristi & Bobbi Walters - in honor of Claire & Ben Walters Marie & Tyco Wood - in honor of Aidan Howell6What a Ball! This year’s annual Blue Jean Ball gala and auction was another smashing success. Thank you to everyone who helped to make the 2017 Ball a wonderful night of celebration and fundraising for The Oakwood School community!2017 BLUE JEAN BALL NET PROCEEDS Investment in Oakwood: Donations to #ABusforUS: Community Partner Donation to Princeville Elementary: TOTAL NET PROCEEDS: $64,642 $38,288 $1,500$104,430Thank you to our generous 2017 Blue Jean Ball Sponsors! Platinum Sponsors: Hilton Greenville Rob & Gini Peterson Gold Sponsors: Eastern Radiologists Jefferson’s Florist Physician’s East Dr. Cindy Lopez - Renewal: Skin Rejuvenation Silver Sponsors: Beauty Bar Medispa Dunn & Dalton Architects First Citizens Bank Eric & Linda Lindbeck McCall Orthodontics Oakwood’s Parent Service Association (PSA) Andy & Sangita Tewari The Daily ReflectorBronze Sponsors: Bailey’s Fine Jewelry Frankie & Faye Bordeaux Carolina Breast Imaging Carolina Digestive Diseases and Endoscopy Center Herb & Lynne Garrison John & Treva Inzerillo Jenni K Jewelry Nino’s Cucina Italiana On the Square Polly Piland – State Farm The Scullery Sorie Landscaping Company Youngs Physical Therapy and Sports Performance Music Sponsor: As You Wish DJ EntertainmentCorporate Table Sponsors: Horizons at The Oakwood School Greenville N
