2012 / 2013 Annual Report – Endowment for St. Joseph School

ANNUAL REPORT

July 1, 2012 – June 30, 2013

Advancing our mission to educate and inspire students to reach their God-given potential for many generations to come.

OUR MISSION OUR VISION OUR VALUES

FAITH CENTERED Mission We seek to improve access to a St. Joseph education and academic achievement by funding scholarships, academic programs and staff enrichment within a faithcentered community.

Vision A fully endowed school where funding is not an obstacle to the St. Joseph School mission.

Values • Stewardship • Opportunity • School Alignment • Transparency • Collaboration

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2012-2013 Annual Report

ACADEMICS Dear Friends, With the end of the 5-­‐year Centennial Campaign and another fantas6c year at St. Joseph School, we wanted to take 6me to thank you for your generosity and update you on the status of the Endowment for St. Joseph School.

In the past year, endowment funds were used for financial aid, academic program support and teacher enrichment—here are some highlights on how your contribu6on made a difference.

St. Joseph School makes a strong effort to ensure access to a quality Catholic educa5on. Having a student body from a range of economic backgrounds is a core value of the school. In the 2012-­‐2013 year, the school contributed $932,020 in financial aid to 134 students, represen6ng 22% of the school popula6on. Thanks to the generosity of donors, the endowment contributes over $250,000 to this amount each year.

We’ve made great strides in improving academic achievement through the Learning Resource Center. We supported over 100 students, providing extra one-­‐to-­‐one support, access to technology-­‐based tools for reading comprehension and more. We are excited about implemen6ng a co-­‐ teaching model in the coming school year. Not only will the LRC specialists work with students in the Learning Resource Center, they will also have opportuni6es to teach in partnership with classroom teachers, thus extending the reach of the LRC. Your contribu6on also made it possible to provide enrichment programs for teachers. Last year funding supported extra training on SmartBoards and Powerschool. Our teaching staff is our most important asset and geYng them the tools and training for teaching in the 21st century is cri6cal.

We thank you for your generosity in helping us educate and inspire students to meet their God-­‐given poten6al.

Gratefully,

Patrick Fennessy

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What is the St. Joseph School Endowment?

The Endowment for St. Joseph School is a $6 million fund built from donations by individuals and institutions over the past 34 years. It serves as a permanent funding source and provides funding to the school to support financial aid, academic programs and teacher enrichment. The fund principal must remain intact in perpetuity and only the annual distribution is allocated for Endowment purposes. This allows for donations to have an impact over a longer period of time than if it were spent all at once.

July 2012 - June 2013 Distribution by Purpose

Statement of Holdings 2012 - 2013

(Unaudited and rounded to nearest thousand dollars) Staff Enrichment 11%

Beginning Balance (7/1/12)

Financial Aid 64% Special Programs 25%

Operating Activities Donor Contributions Grant to St. Joseph School Unrealized Gains/Losses Administrative Expenses

$271,726 ($259,855) $464,858 ($30,082)

Ending Balance (6/30/13)

$6,366,077

The Endowment Golf Tournament Proceeds benefitted the Learning Resource Fund

The Endowment Golf Tournament was held on May 16th at the Golf Club at Newcastle. Thank you to our generous sponsors and the 109 golfers in attendance – with their support we raised over $18,000.

Thank you to our 2013 Tournament Sponsor Fischer Plumbing.

Save the date for next year’s Endowment Golf Tournament on Thursday, May 15, 2014!

How to Donate: For more information or to make a donation to the Endowment, please contact Patrick Fennessy at (206) 329-3260 or pfennessy@stjosephsea.org Endowment for St. Joseph School, 700 18th Avenue E, Seattle, WA 98112

www.stjosephsea.org/donate/

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2012-2013 Annual Report

$5,919,430

LEARNING RESOURCE CENTER SPOTLIGHT The LRC focuses on the academic needs of students and helps them achieve success by addressing the specific needs of each student to reach grade level standards. The LRC staff looks at the whole child, from social to emotional and behavioral health.

They collaborate with teachers when they need academic support or a child is at risk, looking at each child’s God-given talent in order to provide them with what they need to be successful.

“We believe that the encouragement we got and the help he received changed my son’s way of thinking. He will have to work harder in school, but he is up for the challenge. We are so grateful to LRC staff for her tireless and consistent efforts to inspire students to not give up."

“The LRC has been extremely helpful to both of our children. When we came to St. Joe's our oldest was a bit behind in math. Her 2nd grade teacher and the LRC teacher worked with her to get caught up through a series of lessons and exercises reviewing some of the basics she was missing. This intervention has been nothing but successful. She now finds math an enjoyable subject and has dreams of being a marine biologist or chemist.”

– Upper school parent

– 8th grade parent

The Endowment for St. Joseph School enables the LRC to give students the testing, technology and supplies they need to thrive. Testing is a critical pillar of the LRC’s support for St. Joseph School’s students. Testing allows for the correct diagnosis of learning disabilities. The LRC uses web-based tools to help students with reading comprehension or phonics to help children read, articulate and decode English.

Every trimester, the staff at the LRC observes growth in literacy, reading and writing and overall language fluency. Their work results in keeping St. Joseph School’s students where they need to be in their grade level. Perhaps the benefits of the LRC are best summed in the words of one Lower School parent, “Our children are blessed to attend a school that offers such robust supports to students. We will be forever grateful for the loving interventions LRC provides for our children.”

Next year, the LRC will broaden its horizons, adding staff and implementing a Co-Teaching Model. The LRC currently has three full-time specialists, and will add new staff in the 2013-2014 school year, including new specialists for kindergarten, grades 4-5 and a literacy specialist to assist teachers in differentiating learning and materials for accelerated learners. A Co-Teaching Model is a coordinated instructional practice in which two or more educators are simultaneously engaged in the instructional process to academically support the needs of all students.

“Our youngest has found the LRC to be extremely helpful dealing with his fine and gross motor delay. LRC staff have been invaluable in navigating the IEP process. We are incredibly grateful that the LRC assisted our son in writing support, testing accommodations, and providing alternative testing methods to ensure he gets the extra help needed.”

– Second grade parent

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Board of Directors Michael Vila President Dennis West Treasurer Patrick Fennessy Principal John Whitney, SJ Pastor Rosemary Dunigan Parent Association Board Representative Rebecca Frisino Parish Representative Mark Huson Finance Committee Representative Linda Walton School Commission Representative Gretchen Bakamis Director At-Large Sean Brennan Director At- Large Dino Christofilis Director At-Large Ben Gaffney Director At-Large Michael Mullally Director At-Large Sam Sperry Director At-Large

Named Funds

We gratefully acknowledge our generous friends and donors who have established an endowment fund in support of St. Joseph school:

Endowment Funds Dedicated to Financial Aid Ann D. Gilmore Financial Aid Fund Catherine Mowry LaCugna Financial Aid Fund Donna Romein Financial Aid Fund Dr. Donald Burke Financial Aid Fund Ellie Rolfe Financial Aid Fund Genevieve Albers Financial Aid Fund George Hofbauer Financial Aid Fund Jeanne D. Sweeney Financial Aid Fund John F. Renz Financial Aid Fund Joseph Boyle Financial Aid Fund Mark Owen Mullally Financial Aid Fund Rachel Bench Financial Aid Fund Ruby Hughes Financial Aid Fund

Endowment Funds Dedicated to Staff Enrichment Craig Boly Fund Teacher Enrichment Fund

Endowment Funds Dedicated to Special Programs Building & Grounds Fund Carmen Smith Sessions Art Fund Kay McGonigle Diverse Student Tutoring Fund Educational Fund Fine Arts Fund Learning Resource Fund Sheryl Sperry Technology Fund Shirley Ott Kiehn Learning Resource Fund World Language Fund

Eunhee Sumner Director At-Large Jeanne Tiscareno Director At-Large Thank you to our retired 2013 Board Members Frank Buhler Michael O'Brien William Yedor

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2012-2013 Annual Report

ACCESS

Donors 2012-2013

SUSTAINABILITY

Mrs. Janet Adkisson Mr. and Mrs. Robert Anderson Mr. Max Andrews, '01 Mr. and Mrs. Don Armstrong Mr. and Mrs. Ronald C. Ashla Mrs. Karen Badgley Mr. Jacob C. Bailet, '12 Ms. Joanna E. Bailet, '09 Mr. Geoffrey Baker and Ms. Lise Hewitt Dr. Ernie Barrett, DDS Mr. and Mrs. John Baschen Mr. and Mrs. Dennis Bayer Bellevue Asset Management Mr. and Mrs. Wallis Billington Fr. Edmond Bliven Bob Byers Volvo Boeing Gift Matching Program Mr. and Mrs. Steven G. Boone Mr. and Mrs. Robert J. Breshock Mr. and Mrs. Winn Brindle Mr. and Mrs. Curtis Bryan Mr. and Mrs. Frank S. Buhler Mr. and Mrs. Frank Buono Mr. and Mrs. Robert Busse Mr. and Mrs. John H. Caley Mr. and Mrs. Philip Calvert Mr. and Mrs. Tony Cappetto Mrs. Mary Carney Mr. and Mrs. Jerry Carson Ms. Stephanie Carter Mr. Ryan Caruso, '99 Mr. and Mrs. Tyler Caruso Mrs. Connie Cedergreen Charter Construction Chieftain Irish Pub Mr. and Mrs. Dino Christofilis Ms. Mary Helen Clarke Mr. and Mrs. Cameron Cohen Mrs. Gayle Cole Mrs. Ann Connolly Ms. Bernadette Corde Mr. and Mrs. Juan Cotto Mr. and Mrs. Dan Coulter Dr. and Mrs. Arthur Crisera Mr. John Curran, '53 Mrs. Rita M. Daubenspeck Mr. David Day and Ms. Martha M. Ries Honorable and Ms. Raymond Dearie Mr. and Mrs. Mark Donahue Mr. and Mrs. Mike Donahue Double Down Interactive Mr. and Mrs. Curt Dyckman Eighth Grade Graduates Encore Architects PLLC Mr. and Mrs. Gregory P. Enell Ms. Katherine C. Fallon, '10 Mr. and Mrs. Guy Falskow Mr. and Mrs. James Feek Dr. and Mrs. Thomas Fell Mr. and Mrs. Vincent J. Ferrese Fidelity Charitable Fischer Plumbing Mr. and Mrs. Bradley L. Fisher Ms. Joyce Flynn Mr. John Fox, '12 Ms. Susan M. Fox Mr. and Mrs. Joe Frisino Mr. and Mrs. Joseph Gaffney Mrs. Helen Garcia Mr. and Mrs. Joseph R. Geivett Mrs. Marie Gemoules

Mr. and Mrs. A. Richard Gemperle Mr. and Mrs. Donald Graham Ms. Betsy Greenman H + DLT Collaborative, LLC Mr. Patrick H. Grimm and Ms. Nancy Hurlbut Mr. Thomas Haley and Ms. Lucille Washburn-Haley Mr. and Mrs. Dave Hayre Mr. and Mrs. Larry Hebner Mr. Dane Hofbauer, '98 Ms. Paige Hofbauer, '02 Mr. and Mrs. Harold Edward Hogan Ms. Stacy Hoover Mr. Andrew Hoyal and Ms. Linda Walton Mr. and Mrs. Boyd Huddleston Dr. and Mrs. Grady Hughes Ms. Michele A. Hughes Mr. and Mrs. Randy Hurd Mr. and Mrs. Spencer H. Hurst Mr. and Mrs. Douglas Irvine Mrs. Janice Jackson Mr. and Mrs. Mark James Mr. Jack Jolley Mr. and Mrs. Jack Jury Mr. and Mrs. Bill Kaimakis Mr. and Mrs. Andrew M. Kenefick Kibble & Prentice Mr. and Mrs. Lowell Klubberud Mr. Bruce Kramer and Ms. Linda Barbarus Mr. and Mrs. Michael Kuester Ms. Ena J. Kyles, '78 Mr. Larry Lacktrup and Mrs. Barbara Marilley Dr. and Mrs. John Lanham Mr. and Mrs. George LeBlanc Mrs. Marcia Lewis Mr. and Mrs. Gary Liffick Mr. and Mrs. David Logan Ms. Annie MacDonald Mr. Ken Draper and Ms. Sharon MacKenzie Mr. and Mrs. Robert Marbett Mr. and Mrs. James F. McAteer Mr. and Mrs. James F. McAteer Mr. and Mrs. Steve McCarthy Ms. Shari McEvoy, '74 Mr. Gregory M. Witter and Ms. Anne T. McGonigle Mr. Stephen McGrath Mr. Patrick McGuire, '64 Mr. Michael J. McKay Mr. Paul McShane, Jr. Mrs. Maria Merchant Mr. and Mrs. Jim Messner Mr. and Mrs. Art Mitchell Mr. Ralph Moorman Mr. Leo Morales and Ms. Laurie Clay Mr. and Mrs. Michael T. Mullally Mr. and Mrs. Vincent J. Mullally Mr. and Mrs. Donald Murphy Dr. and Mrs. Don Murray Mr. and Mrs. James P. Needham Dr. Gunars Neiders and Dr. Regine Neiders Mr. Joseph B. Nelson, '12 Mr. Max A. Nelson, '10 Mr. Paul A. Newman Mr. and Mrs. Ambrose Noonan Northern Trust Ms. Michele Nucci, '77 Mr. and Mrs. Steve Oaksmith Mr. and Mrs. Larry O'Donnell Mr. and Mrs. Zdzislaw Olejniczak Olympic Eagle Mr. and Mrs. Panos Palas Ms. Virginia M. Paulsen Mrs. Sara Perkins

Mr. Donald Hopps and Ms. M. Pamela Piering Mr. and Mrs. Paul Pompermayer Mrs. Jackie Quinn Dr. Vidmantas Raisys Mrs. Elinor Ramberg Mr. and Mrs. Frederic Raney Mr. and Mrs. Robert Ratliffe Mr. and Mrs. Andy Read Ms. Helena M. Reguera, '11 Mr. and Mrs. Andrew C. Ries The Robinson Company Mr. and Mrs. Don Roos Mr. and Mrs. Rocky Rothrock Mr. and Mrs. Stephen Rummage Mr. Joseph Paton and Ms. Susan Safioles Ms. Anna M. Sajer, '12 Ms. Connie Samione-Eoff The Saratoga Charitable Foundation Dr. and Mrs. Lester R. Sauvage Dr. and Mrs. Paul R. Sauvage Mrs. Ann Scearce Mr. Richard Schwaegler, Jr. Servco Pacific Insurance Services Mr. James Shaker and Ms. Susan Roe Ms. Libby Shaker Mr. Nicholas Shaker Ms. Mary Y. Sharp Mrs. Joanne T. Sheppard Mullally Mrs. Mary Silk Mr. Brian Smith and Mrs. Peggy McShane Mr. and Mrs. Gregory T. Smith Mr. Ryan Smith, '09 Mr. Alex Smith, '11 St. Joseph Parents Association St. Joseph School Mr. Robert Stewart and Dr. Harriet Winkleman Mr. and Mrs. Brion Stone Mr. and Mrs. John Sullivan Mr. and Mrs. Steve Svenvold Mrs. Loretta Swanson SWAT Systems Mr. and Mrs. Matthew J. Sweeney Mrs. La Vaughn Therriault Mr. and Mrs. Robert Tiscareno Mr. and Mrs. Wayne Vavrichek Mr. and Mrs. David Vial Mr. and Mrs. Joseph P. Whitford Mr. Karlo Cherepanja and Ms. Susan Wickwire Ms. Alexandra June M. Witter, '11 Mr. Gregory M. Witter and Ms. Anne T. McGonigle Dr. Richard Wonderly and Ms. Theresa A. Schrempp Union Bay Ms. Therese Wooding H.S. Wright, III Ms. Lauren Wyckoff, '01 Mr. Paul Wyckoff Mrs. Jan Yates Mr. Arvid Berg and Ms. Sophia Zervas-Berg

In-Kind Donors 50 North Annette Kraus Design & Illustration Mrs. Karen and Mr. Curt Bryan Amanda Kelly Mike's Hard Lemonade Mrs. Mary Cunningham and Mr. Michael Sinsky

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700 18th Avenue E Seattle, WA 98112

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Educating and inspiring students to reach their God-given potential.

Our purpose is to strengthen and sustain, for years to come, a rich, faith-centered academic experience for all students at St. Joseph School Through the support of generous donors, the Endowment finances student tuitions, supports teacher-enrichment programs, and pays for special academic programs and opportunities. Each year, grants from the Endowment enable dozens of children to attend St. Joseph School, help stimulate our students’ academic achievement and their unique passions for learning and further the skills of our teaching staff. Because we spend only the interest earned from the principal, the Endowment will support these goals in perpetuity, advancing St Joseph School’s mission to educate and inspire students to reach their God-given potential for many generations to come.

www.stjosephsea.org/donate/

Designed by: Annette Kraus Design • Illustration

Our vision is to create a fully endowed school, where the Endowment covers all student and program expenses and is the sole funding source of the school.