Saul Benjamin v. Nicholas Sparks

986 F.3d 332
Court of Appeals for the Fourth Circuit·Decided January 19, 2021·No. 19-2041·Published·Cited by 32 cases

Opinion

PUBLISHED

UNITED STATES COURT OF APPEALS FOR THE FOURTH CIRCUIT

No. 19-2041

SAUL HILLEL BENJAMIN, Plaintiff - Appellant,

v.

NICHOLAS SPARKS; EPIPHANY SCHOOL OF GLOBAL STUDIES; NICHOLAS SPARKS FOUNDATION,

Defendants - Appellees,

and

MISSY BLACKERBY; TRACY LORENTZEN; KEN GRAY, Defendants.

Appeal from the United States District Court for the Eastern District of North Carolina, at Greenville. James C. Dever III, District Judge. (4:14-cv-00186-D)

Argued: October 28, 2020 Decided: January 19, 2021

Before KING, WYNN, and THACKER, Circuit Judges.

Affirmed by published opinion. Judge Wynn wrote the opinion, in which Judge King and Judge Thacker joined.

ARGUED: Lawrence M. Pearson, WIGDOR LLP, New York, New York, for Appellant. Richard Leonard Pinto, PINTO, COATES, KYRE & BOWERS, PLLC, Greensboro, North Carolina; Hayden J. Silver, III, WOMBLE BOND DICKINSON (US) LLP, Raleigh, North Carolina, for Appellees. ON BRIEF: Michael J. Willemin, Hilary J. Orzick, WIGDOR LLP, New York, New York; Kristen E. Finlon, ESSEX & RICHARDS, PA, Charlotte, North Carolina, for Appellant. Theresa M. Sprain, Jonathon D. Townsend, WOMBLE BOND DICKINSON (US) LLP, Raleigh, North Carolina, for Appellees Nicholas Sparks and The Nicholas Sparks Foundation. Deborah J. Bowers, PINTO, COATES, KYRE & BOWERS, PLLC, Greensboro, North Carolina, for Appellee Epiphany School of Global Studies.

WYNN, Circuit Judge:

Saul Hillel Benjamin, the former headmaster of the Epiphany School of Global Studies (“Epiphany School”), sued Epiphany School, its founder Nicholas Sparks, the Nicholas Sparks Foundation (the “Sparks Foundation”), and Epiphany School Board of Trustees members Missy Blackerby, Tracy Lorentzen, and Ken Gray (collectively “Defendants”). Benjamin alleged various acts of unlawful discrimination and retaliation, breach of contract, and tortious injuries. The district court dismissed some of Benjamin’s claims and granted Defendants’ motions for summary judgment on others. At trial, the jury returned a verdict for Defendants on Benjamin’s remaining claims.

On appeal, Benjamin asks this Court to find that the district court abused its discretion in its evidentiary and trial-management rulings. He also appeals the district court’s dismissal of his claims against Lorentzen and Gray as well as the court’s order granting in part and denying in part Defendants’ motion for summary judgment. We affirm.

I.

A.

Epiphany School is a private, non-denominational, faith-based school in New Bern, North Carolina serving students from kindergarten through twelfth grade. Sparks founded Epiphany School in 2005. Defendants Blackerby, Gray, Lorentzen, and Sparks all serve on Epiphany School’s Board of Trustees (the “Epiphany School Board”), and Sparks is the chair of the Epiphany School Board. Separate from Epiphany School and the Epiphany

School Board is the Sparks Foundation, a non-profit corporation that raises scholarship money for Epiphany School students and supports the school.

In 2012, the Epiphany School Board hired a recruiting firm to search for a new headmaster. The firm recommended Benjamin as a candidate prompting Benjamin and his wife at the time, Dr. Jennifer Dueck, to visit New Bern twice and meet with the Epiphany School Board and Epiphany School students, parents, faculty, and staff.

During these meetings, Epiphany School community members “evaluated Benjamin on various criteria[,] including ‘Christian Tradition.’” J.A. 3993–94. 1 Benjamin, who describes himself as a Quaker of Jewish ethnicity, alleges that he was asked by the Epiphany School Board members many times to explain and describe his religious upbringing and beliefs. He further alleges that he was told by Lorentzen that members of the Epiphany School community did not see him as a “true Christian” because “Quakers are really not Christians.” J.A. 2769.

In February 2013, Benjamin was hired as headmaster of Epiphany School. Benjamin entered into two contracts following his hiring: one with Epiphany School to serve as the headmaster and one with the Sparks Foundation to serve as an independent contractor. Both contracts were for a four-year term, but Defendants could terminate the contracts under preset conditions. Benjamin’s employment agreement with Epiphany School noted that the agreement would terminate if he resigned or if he was terminated with or without cause.

1 Citations to “J.A. __” refer to the Joint Appendix filed by the parties in this appeal.

Benjamin’s contract with the Sparks Foundation provided that the Sparks Foundation could cancel the agreement upon thirty days’ written notice to Benjamin for any reason.

From the beginning, Benjamin’s time at Epiphany School was marked by conflicts with Epiphany School students, parents, faculty, and staff. The parties disagree about the role Benjamin played in causing these conflicts.

According to Defendants, Benjamin was condescending and hostile to faculty and staff; inattentive to important deadlines and the school’s younger students; and frequently absent from school events. According to Benjamin, however, his conflicts with the Epiphany School community were driven by their hostility toward his Jewish background, Quaker faith, and his efforts to promote diversity on campus. 2 In October 2013, the Epiphany School Board began to express frustration with Benjamin. At their monthly meeting with Benjamin, the Epiphany School Board discussed the challenges he had been experiencing at Epiphany School, as well as his successes, in the hope that the situation would improve.

But in the weeks following that meeting, Benjamin’s relationship with the Epiphany School community further deteriorated. Accordingly, on November 18, 2013, Sparks sent

2 Benjamin alleges that his tenure at Epiphany School included repeated efforts to support and expand diversity amongst the student and faculty populations. Those efforts included actively recruiting African-American students and faculty, including Epiphany School’s first full-time African-American faculty member; supporting students being bullied on the basis of their sexual orientations or gender identities; and advocating for a new and comprehensive non-discrimination policy.

an email to the Epiphany School Board detailing the formal grievance process for employees and noting that he did not want to pay the remainder of Benjamin’s salary.

The next day, the Epiphany School Board held a forum attended by faculty and parents at which Benjamin gave a speech explaining his religious beliefs. The parties disagree as to whether this speech was voluntary. Benjamin contends that giving the speech went against his core religious obligation, as a Quaker, to practice his faith privately.

Following Benjamin’s speech, Epiphany School Board member Gray explained the formal grievance process to the audience, and Benjamin alleges that Sparks solicited grievances from Epiphany School parents. The same day, Sparks emailed the Epiphany School Board saying that he needed “faculty evidence of terminable offenses.” J.A. 4000. He also told Gray that “we’re going to try to get Benjamin to resign voluntarily.” Id.

Two days later, Benjamin met with Sparks, Gray, and Lorentzen in a conference room at Epiphany School. The parties are in considerable disagreement as to what happened next.

Benjamin alleges that he was berated and prevented from leaving the conference room during the entirety of the meeting, which lasted between ninety minutes and two hours. According to Benjamin, he was told that he was being fired from Epiphany School; that his contract with the Sparks Foundation was being terminated; and that if he left the room, he would be terminated for cause. On the other hand, Sparks maintains that the meeting was an attempt to negotiate the terms of Benjamin’s resignation, and contends that

Benjamin was offered the choice to either resign with severance 3 or risk being terminated for cause.

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Saul Benjamin v. Nicholas Sparks, 986 F.3d 332 (4th Cir. 2021).

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