Annual Report 2015-2016

Raising Funds forToday’s Needs Tomorrow’s Dreams

&

Planning for the FutureThe Endowment Fund offers a long-term vision for investing in our children’s education today and for future generations.

Strategic Priority

GOAL SET

$1,000,000

In collaboration with the Orono School District, our Board of Directors identified a strategic goal to fundraise for the Endowment in honor of the Foundation’s fifteenth anniversary. The Board set a target to achieve a $1million fund balance.

Endowment funds, conservatively invested in a diverse portfolio of assets, help buffer market downturns, fluctuations in donor contributions, or decreased state or federal support.

Important Asset

More than a decade ago the Orono Foundation for Education created the Endowment Fund to establish a sustainable revenue stream for the district.

Securing the Future

Surpassing Our Goal

By the end of the 2015-2016 fiscal year, the Orono Foundation for Education raised $202,303 for the Endowment Fund. The Board’s $1 million goal was far surpassed, as we finished the year with an endowment balance of $1,058,306.

GOAL SURPASSED

$1,058,306

Consistent Support Leads to Long-Term Growth and Stability

An endowment fund allows a percentage of the earnings to provide programmatic support. This consistent support allows Orono Schools to count on annual funds to support their long-term vision of providing world-class education to Orono students. The Orono Foundation for Education may use this source of revenue to support on-going programs such as teacher development, math and literacy curriculum enhancements, and character education.

Gala Fund-A-Need

GOAL REACHED

$1,000,000

The 350 guests who attended the gala contributed more than $160,000 for the Endowment Fund, making it the most successful Fund-A-Need in our history. We united as a community and surpassed our target to reach $1 million in contributions to the fund.

Annual Fund

Endowment Fund

Excellence Funds

Academics Fund: Provides continued teacher training and instructional tools, increased staff, updated facilities and equipment, and more personalized learning for every student to reach their maximum potential. Arts Fund: Creates new opportunities to experience a variety of digital, visual, and fine art forms so students can creatively express themselves and enhance their educational experience.

Athlet ics Fund: Augments a variety of athletic opportunities available to students and helps maintain our athletic facilities and spaces to increase enjoyment and safety for participants and spectators.

Buildings & Grounds Fund: Addresses funding shortfalls for critical facility improvements, enhancements, and greater security.

Leadership & Ethics Fund: One of only three public schools to be nationally recognized with a National Character Award in 2013, this fund provides new opportunities to continue excellence in this area.

Teacher Development Fund: Provides transformational development opportunities for teachers to bring innovative teaching and best practices into the classrooms.

Technology Fund: Provides future technology program investments and equipment enhancements to remain competitive and informed in the ever-evolving tech-sphere.

Endowment is truly the gift that keeps on giving. While we cannot anticipate what the specific needs of Orono might be in the future, making a gift to the endowment ensures that there will be funds available to meet those needs. - Polly & Bob McCrea

There are seven distinct areas within the Excellence Funds, making it possible to specify where you would like your gifts to be focused:

Provides a consistent, sustainable revenue stream of private funds for generations of Orono students, allowing the District to predictably forecast for more strategic, long-term financial planning. Last year, Orono reached the $1 million milestone for the endowment, which provides constant revenue every year.

Provides flexibility to directly and immediately address the most pressing education priorities and strategic needs of our schools K-12, helping us maintain a tradition of academic quality and distinction that makes Orono a stand-out school district. To date, OFE has granted $6 million to Orono Schools.

Planting the seeds for success

To date, the Orono Foundation has granted over $6,000,000 to Orono Schools.

We support the Annual Fund by donating directly and attending events like the Gala and Great Gatherings. These events are a great way to meet other parents and the proceeds benefit each Orono student. - Wendy and Jeff Dankey

Revenue and Support Contributions $464,549 Special Events - net $141,287 Investment Income $54,676 Other Revenue / In Kind $23,522 TOTAL REVENUE $684,034 Expenses Grants to Orono Schools $262,737 Other Services to Orono Schools $20,985 Management and General Expenses $181,418 Fundraising Expenses $132,745 TOTAL EXPENSES $597,885

Grants to Orono Schools for 2015-2016 Student Scholarships $21,200 Leadership and Ethics $6,848 Annual Operating Grant $150,000 K-5 Literacy $50,000 Faculty Professional Development $5,507 Science and Technology $4,674 Other Specialty Grants $24,508 Total Grants to Orono Schools $262,737 Total Endowment Funds Raised $202,303

Financial Summary 2015-2016

In 2015 Orono Foundation for Education made a strategic decision to prioritze the Endowment Fund for fund-raising initiatives in hopes of surpassing a $1 million dollar balance. In 2015-2016, $202,303 was raised for the Endowment Fund; and the goal was surpassed.

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$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

Thank you!

*

Grant Value Endowment Value

Grant and Endowment Value History

* 2014 includes $250,000 single gift

www.oronofoundation.org

Mailing Address:PO Box 211

Long Lake, MN 55356

Office Location:185 Wayzata Blvd.

Long Lake, MN 55356

The Orono Foundation for Education is a tax-exempt 501(c)(3) organization. Taxpayer identification number 41-1974305.

College ReadinessAP Courses Offered

7 19

2006 2016

Percentage of Graduates who took the ACT Test

80%

2007 2016

99%

AP Scholars

25

2005 2016

164

STEM

1 pre-engineering drawing course

2006-2007

3 stand alone engineering courses

with 83 students enrolled

2016-2017

20103D Printer added.

OFE Funds contributed to

launch of engineering

program

2011-2014 $110,145 Granted for STEM Projects

Character Education - Leadership & Ethics

Awards K-12 Service Learning Coordinator

K-5 Service Day

Field Trips Service Fair

Literacy 2012-2016 $231,478.50 Granted for Literacy

MAP GrowthStandardized Tests

54%

2007

65%

2016Students attaining their growth target

559

Imagine the impact of these incremental funds over the next 10 years!

Orono Foundation for Education Annual Fund provides Orono Schools with a yearly grant that is used to continue to grow excellence in Orono Schools. It provides the District with the flexibility to apply the funds to key educational priorities most pressing at the time.

World Languages

2007 $125,000 was given to establish a High School Language Lab

Today you can find Spanish offered in all K-12 schools and Chinese has been added in 8th grade.

Teacher Training$205,500

3 Teachers Added

Specialized Training

- K-2 Early Reading Interventionist- K-5 Math Specialist- K-12 Service Learning Coordinator

- Assessment Training Institute- Character Counts Training- Literacy Learning Training & Coaching- Singapore Math Training- National Service Learning Conference- Reading & Recovery Training

From 2012-2015 $50,000 per yearhas been granted for Teacher Training

2011-2015 $200,582 Granted

Orono Schools and the Orono Foundation have partnered to improve school culture through character development theory and everyday practice

In 2007, World Language was only offered in grades 8-12.

Fast Facts

Service Fair

Annual Fund dollars have served as a catalyst. Without the Annual Fund resources it would be difficult to maintain the programs that enhance our success.- Dr. Karen Orcutt, Orono Superintendent

2012-2014 $117,400 was given to support a Spanish Teaching Position K-7

2014 2015

500 Average

Score

2016

517552

Orono PISA Scores PISA is a survey that evaluates education systems worldwide by testing the skills

and knowledge of 15 year-old

students. Orono Students exceed

worldwide standards.

25.0

2007 2016

25.7

ACT Composite Test Score of Graduates

*This increase represents a statistically significant improvement while simultaneously

including nearly all students.

George & Joan StickneyMichael & Erin StrommenPeter & Angie SwansonMike & Betsy TaylorPeter & Christine VickeryMike & Kim WalkerCourtney & Barb WhitneyWhitney Sleep CenterFred & Eleanor WinstonChristopher & Robin ZinnAment Group at Morgan Stanley Smith Barney

$500-$999

Mickel & Chad AbrahamTodd & Kimberly AlbersBrian & Katherine AveryVance & Mary BaranDavid & Jessica BaumgartnerGerry & Janet BoschwitzJennifer & James BunkersSteve & Heidi ClearMitch & Jeanne CookDavid Aberle & Amy DalagerWade DavisDavid & Francine DelaneyBraden & Karin DentGreg & Karen FeltonLaura FergusonJim & Crissy FieldHans & Keaton FreesEllen FritzJeff & Jodi GarthwaitMichael Spacek & Joellen Gonder-SpacekGrace Hill DesignLee & Theresa GualtieriAndy & Alexa HansenDavid & Mona HarmannGregg & Cindy Haugen Daron & Dawn HeckmannRandall & Melanie HerreraDaniel & Katie HollermanJ. McLaughlinHarry & Dana JohnsonMarshall & Cynthia JohnsonErick & Stephanie JohnsonBernie & Carrie KaiserDavid & Nancy KotulaJack & Tracey KubitzGregg & Stephanie LarsenFrank & Jennifer LarsonDoug & Lauren LivingstonTodd & Kathrin LongMichael & Krista LoopDavid & Connie McCuskeyRobert & Angilea McNaeKeith & Julie MenzelMichelle & Matt MesenburgEric & Cheryl MillerCraig & Jillian MoriartyJustin Prisendorf & Mary MorrisonPaul & Samantha MuldoonMark & Pamela PalmCraig & Kristine PattersonMark & Karen PermanSteven & Kathleen PersianMike & Joni PierceKent & Heather Pilakowski

M Elliott & Sarah RandolphTom & Kathy RockvamDavid & Stacey RoyalMike & Anne SampleJon & Julz SchwinglerTodd & Shelley SetherWade & Laura ShatzerDavid & Diane SherwoodJonathan & Anne SlagleKevin & Amber SpaniolKevin Swan & Kari Groth SwanBlake & Sara SwensonMike & Suzanne WallRoss & Natalie Williams

$250-$499

AnonymousNathan & Amber ArnoldDax & Laura AtkinsonMark & Mimi BendicksonSteve & Whitney BergRobert & Karen BerrellSteve & Pam ByrnesPatrick & Carmen CarruthersMark & Karena CaseyBrad & Julie CloseDouglas & Sandy ColemanMike & Linda DavisKevin & Emily DeckerTimothy & Megan ElamThomas & Susan EnlowRon & Laurie EsauScott Naisbitt & Nancy FahimBenjamin & Heather GoodwinJohn & Jennifer GreenagelScott & Amy GronholzScott & Heather HalloffJim & Jessica HealySteve & Martine HewittRiley & Meghan HowardBrandon & Holly HoweJeremy & Rea JamesReid & Katherine JohnsonSarendy & Angela KauchSteve & Melisa KoestersBrent & Heather KompelienKottemann Orthodontics PALawngevityKelly & Lynn LeibfriedDavid & Katie LeslieMichael & Deb LyonsDavid MannMike & Nerissa MarzolfMax Hacker & Nell MathewsMichael Maule & Patty Silva MauleChris & Sharon McGrannSteve & Lori MelanderNicole MiddendorfDaniel & Kerry MinnichDavid & Sarah MohrBetty & Timothy MuellerPeter & Shawn MyhreMark & Kari NewellKonstandinos & Cristina NicklowBrian & Julia PalmerMark & Nicole ParrishDennis & Nicolette PerreaultTodd & Sheri PottebaumAaron & Maria Ruhland

$50,000+

David & Kitty Crosby, Longview Foundation

$25,000-$49,999

Donald HenningsPiper Family Fund of Minneapolis Foundation Addison & Cindy Piper Harry Piper David PiperMichael & Brittany Reger

$10,000-$24,999

Roland & Victoria AbergJoseph & Tina AveryGerald BrostRuth Stricker DaytonPete & Martha EckerlineBen & Rebecca FieldRobert & Geri JorgensonRobert & Polly McCreaJohn & Susan MorrisonNick & Sandra SummersTravis & Lisa Winkey

$5,000-$9,999

Brian Kingsley & Sarah BorchersRichard & Linda CorneliusJeff & Wendy DankeyEdward & Sherry Ann DaytonTodd & Leslie EberhardtMichael & Berit FrancisDaniel & Erika GulbrandsonPhilip & Nicole KaufmanReese & Kara LangTerry & Barbara LongeBetty MacMillanTodd & Mary MurleyJerry & Joyce RockvamNihar Shah & Nima DesaiBuddy & Kim SnowRay & Laura WallanderDennis & Amanda Walsh

$2,500-$4,999

Howard R. Alton IIIPatricia Alton BakerMichael & Ruth BashLarry & Sandie BergerDustin & Christina BoydSteven & Amy ChallgrenMary DolanWilliam & Beth DworskyBruce & Mary EngelsmaAaron & Alicia HoweJay & Alyssa KaniveTodd KimmesChristian & Wendy LundsgaardJohn & Diane MaloneJohn & Kimberly MuellerLee & Melissa OlmscheidWilliam & Lynae Peterson

Brian Knudson & Renae Rhude-KnudsonNeil & Stephanie RileyKurt & Carol SchmidNicholas Burke & Susan Slatter-BurkeMike & Carol SwensonChris Case & Carrie Toivari-CaseRobert & Kathi TunheimChris & Kadee WatkinsGordon James Construction

$1,000-$2,499

Lisa AltonPeter & Amy AlworthDan & Linda AmentPete & Susie BazilKarl & Konnie BergRachel Berg-MalecRobert & Claire BerrettDavid & Cassidy BurnsGary & Joan CapenDan & Lisa ChumblerJohn & Klerissa ChurchJohn K. Cumming & Eileen CrespoEllie CrosbyJames & Catherine DudleyPhil & Megan EckerCory & Dana EffertzRichard & Lisa GibsonJonathan & Robin GipsonRichard & Jennie GoelzMichael & Susan GustafsonBryan & Jennifer HalversonBlane & Michelle HammerVictoria HenryRob & Tish HutterKathleen KedingRobert & Amy KennedySteve & Anne KoehlerGreg & Jill KoopmanKeith & Amy KorsiCarter Anderson & Lisa KroScott & Melissa KrusemarkMichael & Julie LangDickson & Debbie LewisDaniel & Martha LipsTim & Amy LundellPaul & Kerry MahoneyDavid & Jodene MarquisJeffrey & Lynette MayhewMidwestOne BankRobert & Lucy MitchellScott & Elizabeth MonicoScott Bissen & Michelle MoreyDale & Jonmari OlsenDr. Karen OrcuttCliff & Louise OttenRyan Johannsen & Kirsten Pardun-JohannsenTony & Linda PattersonLisa Seward PerryScott Rosenbaum & Gretchen PiperJohn & Kimberly QuinlivanKurt & Mary RakosThomas & Kristen RashChris & Debbie RohrerKristin RotterTom & Lois SandoHarry & Molly SchleeterPaul & Jennifer SpringmeyerD

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6Gary & Kathy GulloGlen & Nancy GundersonTimothy & Darcy HaisletPaul & Terri HamiltonJohn & Pat HasseDon & Mary HauffMatthew & Amy HermanLouis & Margaret HokansonRebecca Lynn HolzemTony & Nancy JackleyAlistair & Karen JacquesJill JensenFranz & Kersten JevneMarvin JohnsonSteven JohnsonJean JohnsonNancy JohnsonHarvey & Cindy JosinJanelle JunttilaKeith & Julie JurekBruce & Irma KelleyJay & Leslie KetoTJ & Erin KieleyDustin & Casie KindlPatricia KingAnnette KipelaJohn & Sarah KlammerJeanne & Jason KleveJill KunzeLindsey LallasJames LaneLeon & Leslie LarsonSolveig LawrenceJane LeeperChristopher & Jodi LewisRichard & Madeleine LinckDean & Mary LindbloomChristine LockerLong Lake Dental Dr. Douglas McNaughtChristopher & Nikole MandyLamon & Lannette MarchbanksEric MarschkeLee & Katie MartiniMark & Jena MarxerJeff & Tyna MaxwellRyan & Susan McCabeThomas & Kathleen McCaffreyJim & Julie McMertyGretchen McQuillanKen & Bridget MerdanTodd & Heidi MohagenDean & Dawn MooneyJonathan & Catherine MorrisonMaria NellisRonald & Antoinette NelsonJay NelsonKarl & Catherine NesetKara O’BrienLisa & Ryan O’ConnellCraig & Alicia ObergPhil & Cassy OrdwayGretchen OspinaStephen & Carrie Parente

Elizabeth PearsonScott Walz & Camille Pearson-WalzDouglas Tietz & Connie PrieszMerritt PurdyBrandy RandallGreg & Gwyn RasmussenKathy RecherAnn ReiersonDavid Ziegler & Kelly RischeWint & Christina RitchieMichael K & Carmen RodewaldKurt Boerner & Kathleen RoerDeanne RonaldWilliam & Heidi RosatiDarrin & Valorie RoshaJohn & Sheila RossJill SabolJeffrey & Amanda Sass-HenkeLaura SavatTom & Jennifer SchulenbergMarcel & Jodi SchwendimannScott Goldsmith & Lynn SchwieCheryl SladekRobbie SmallingTed & Kristine SmithChristopher & Nell SmithJane SmithJeff & Mary SoderstromLee StarrJeffrey & Michelle StriggowTom & Betsy StringerJan & Sarah StruckTimothy & Amy SullivanDavid & Kristin SurverErica SwensonTerry TechamMartin & Diane UrickTim & Natalie VaughanScott & Susan VickermanGreg & Jewel VitasJoe VochkoMark VonderHaarJayne WaldnerHelen WaldronEdward & Elizabeth WeirJeanine WeisbeckTeresa WidenChris & Sarah WillsonMichael & Molly WilsonJohn D. & Jessica WithrowLaura YoungZitzloff Training Resources Inc.

Individuals gave through the following foundations:

Alton Foundation The Bud Rotter Family FoundationThe Community Foundation of Collier CountyFidelity CharitableThe Hutter Family FoundationThe John M and Susan Morrison FoundationThe Lisa Alton Family Giving FundThe Longview FoundationThe Michael and Brittany Family FoundationThe Minneapolis FoundationThe Piper Family Fund of the Minneapolis FoundationReger Family FoundationThe Saint Paul Foundation The Summers Family Charitable FundThe Wakefield Family FoundationThe WEM Foundation

Individuals received matching gifts from the following organizations:

AIG Matching Grants ProgramAmeriprise Financial Employee Gift Matching ProgramAmgen FoundationBank of America Matching Gift ProgramGeneral Mills Matching Gift ProgramIntel Matching Gifts to Education ProgramMicrosoft Matching Gifts ProgramPiperJaffray Employee Matching Gift ProgramRiverbridge PartnersSamsung Electronics of North AmericaThrivent Financial United Health Group Employee DonationsUBS FoundationWells Fargo Matching Gift Program

Dono

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6$250-$499

Jared & Amy ShogrenColby & Charlotte SkeltonGlenn & Nancy SolieTaylor & Miranda StephensWilliam Sternberg & Manon King SternbergEric & Alicia TimkoPeter & Amanda VanOverbekeRyan & Beth WatkinsBill & Bea WeltyMichael WhittingtonDerek & Bridget Wortman

$1-$249

Robert & Roberta AbdoAmy AboueleneinRoger & Cindy AdamsTim & Mary AdamsScott & Ann AlgerGerald & Lori AllenKate AllenAmazon SmilesAna Arguedas-SchmidtJohn & Kimberly AvalozJeffery & Patricia Alton BakerKim BavierAna BejarinSean & Alisa BensonDavid BensonBrian & Cynthia BergstromBob BeutlerMichele BlissWade & Deborah BorgNichole BrennaTony & Catherine BrownCynthia Polson BrownEdward & Mary CaldwellLockie ChapmanStephen & Jenni CharrierMartin & Sara ChelstromCynthia CongerRobert Olson & Gina ContinenzaBenjamin & Maria CooperChristine DickinsonPatrick & Mary Lou DohertyGeorge & Beverly EbbeckeBrian & Kendra EichstadtEd & Bonnie EnglerIris EricksonTimothy & Jodi ErtmerSteven & Wendy FedieRandy Cole & Sandy FenskeDonna FerberDaniel & Emily ForbesOrono Middle School Memorial FundAndy & Christine GagnonScott & Sara GallagherGear WestDeb GerstnerRichard & Lori GherardiRobert & Kathleen GillumBryan GoudyChris GrahamBill & Aimee Guidera

The Orono Foundation for Education is thankful for the generosity of our parents, teachers, staff, students and community. Whether you have given your time, talent or your financial resources to help Orono Schools, we truly appreciate the support you have shown. Listed are cash gifts given July 1, 2015- June 30, 2016.

thank you!

Finance CommitteeRenae KnudsonScott Krusemark

Diane Malone, ChairKarl Neset

Woody Rash

Investment CommitteeBen Field

Scott Krusemark Woody Rash

Nick Summers

Marketing CommitteeAmy Carlsen

Michelle EdwardsAmy Gronholz

Katie HollermanNicole Kaufman, Chair

Kerry Mahoney Sarah Mohr

Elizabeth Monico Jillian Moriarty

Heather PilakowskiSheila RossPatty Silva

Peter Vickery Barb Whitney

2015 Great Gathering Hosts Dustin & Chrissie BoydJohn & Klerissa Church

Phil & Megan EckerGregg & Cindy HaugenDan & Katie Hollerman

Jay KetoGregg & Stephanie Larsen

Paul & Kerry MahoneyJeanne Cook & Jodene Marquis

Scott & Elizabeth MonicoScott & Melissa MusgjerdMark & Nicholle Parrish

Kent & Heather PilakowskiPeter & Amanda VanOverbeke

In 2000, The Orono Foundation for Education was formed in response to a decrease in funding for public education. The purpose of the organization is to provide private funding for public education in the Orono School District and to support, sustain and implement

critical programs that otherwise would not have been possible.

Orono Foundation for Education works to empower all students to achieve their highest potential and to ensure a tradition of excellence by harnessing the community’s time,

talent and financial resources in support of Orono Schools.

Mikki AbrahamAmy CarlsenJeanne CookMegan Ecker

Cindy HaugenKatie Hollerman, Chair

Nicole Kaufman Amy Kennedy

Melissa KrusemarkAmy Lundell

Wendy LundsgaardSarah Mohr

Previous Board ChairsJim Holm (2000)

Greg Schmidt (2001)Bowman Gray (2001-03)

Susan Breon & Alli Luedtke (2003-07)Beth Johnson & Barry Knight (2007-10)

Kathi Tunheim, PhD (2010-12)

StaffKari Groth Swan - Executive Director

Jeanne Cook - Community EngagementDan Holmquist - Controller

Rebecca Prenevost - Technology & AnalyticsSheila Ross - Marketing & Administration

Board GovernanceDana Effertz

Joellen Gonder-Spacek Geri Jorgenson

Karl NesetNell Mathews, Chair

Lisa Winkey

Live Auction DonorsBob & Clair BerrettTed & Amy Carlsen

Scott & Melissa KrusemarkSam & Rachel Sturgis

Lafayette ClubWindsong Farm Golf Club

Chris & Stephanie Eriksson - SpassoScott & Gail Klabunde

Susan StielowJon & Cally Norris

Ross & Natalie WilliamsMinnetonka Travel

Jerry & Joyce RockvamMatt Peters

Jillian Moriarty Sheila Ross Patty Silva

Deb Van de Ven Barb Whitney

Natalie WilliamsLisa Winkey

Board Members 2015-2016Sarah Borchers, ex-officio, School Board Liaison

Peter EckerlineDana Effertz, Secretary

Joellen Gonder-Spacek, Vice ChairAmy Gronholz

Geri JorgensonNicole Kaufman, Marketing

Scott Krusemark, FinanceKerry Mahoney

Diane Malone, TreasurerNell Mathews, Governance

Karl NesetWoody Rash

Lisa Winkey, ChairBarb Whitney

Honorary Board MembersKitty Crosby

Bruce & Ruth DaytonRichard & Jennie Goelz

Bowman GrayJessica Louisiana

Betsy Yamron

Gala Committee