ANNUAL REPORT HIGHLIGHTS
BOARD OF TRUSTEES 2014-15
Chairman of the Board Bailey W. Patrick ’79
Secretary/Treasurer William H. deButts III ’76
Vice Chairman of the Board H. Winston Holt IV ’82
Rector of the Board The Rt. Rev. Shannon S. Johnston*
President F. Robertson Hershey Lee S. Ainslie III ’82
S. John Kim ’91
Alicia R. Alford
Sarah Akridge Knutson ’96
Attison L. Barnes III ’82
William R. Peelle, Jr. ’66
Richard M. Berkeley ’70
Howard W. Smith III ’76
Alexander H. Bocock ’86
Kathryn G. Tyree
Abney S. Boxley III ’76
Edward B. Walker ’85
Robert W. Chambers III ’90
Donaldson G. Williams ’80
William R. Cox III ’71
Toby S. Wilt, Jr. ’95
John C. Glover ’81
R. Halsey Wise ’83
N. Peryn Harmon Graham ’94 The Rt. Rev. Herman Hollerith IV*
Michael M. Holt ’83
H. Gordon Leggett, Jr. ’50
Christopher B. Howard Lisa G. Huffines Alexander S. Jones ’64
John W. Burress III ’54 George W. Logan ’63 Hugh J. Morgan, Jr. ’46 John L. Townsend III ’73
*Ex Officio Member
ANNUAL REPORT HIGHLIGHTS
FROM THE HEADMASTER The report you hold in your hands showcases some of the brightest highlights of Episcopal’s 2014-15 fiscal year. We invite you to explore the complete annual report, including the names of our generous donors, online at: WWW.EHSANNUALREPORT.ORG. Our sincere thanks to the many donors and volunteers who supported The High School in 2014-15. You make the EHS experience possible.
hen I first entered the field of
EHS community responded remarkably to these
on record – and yield on offers of 62 percent,
education, I did so because I loved
challenges, offering support for both families and
6 percent above our five-year average.
my early years as a student and was
for each other throughout the year. The fabric of
so significantly impacted by the faculty, coaches,
the EHS community is strong. I was awestruck by
I would like to express special appreciation for
and mentors with whom I engaged along the way.
the display of resilience and compassion.
those who served on the EHS Head of School Search Committee. It goes without saying
Now in my 46th and final year as an educator, and my 18th year at EHS, I am overwhelmed by
The extension and deepening of the Washington
that the work of this group will truly have a
several emotions. The foremost is gratitude for
Program experience for our students was the
lasting impact on Episcopal High School. I am
the opportunity to serve young people and their
highlight of our academic year. In addition,
absolutely delighted with the appointment of
families. I am also grateful to have shared the joy
we successfully launched the newly designed
Charley Stillwell as Episcopal’s next Head of
of teaching with so many faculty colleagues. In
Leadership and Ethics Program. Episcopal also
School effective July 2016! I have known Charley
this coming year, I realize that everything I do will
joined the Global Online Academy, an online
personally and as an educator for many years. He
be for the last time, adding extra meaning to every
consortium of 30 schools that this year allowed
truly understands boarding school life and has
campus event, tradition, and interaction.
us to expand students’ curricular experience to
a tremendous respect for the ideals of Episcopal
include classes such as graphic design, global
High School and the people who comprise this
The 2014-15 school year was a challenging one
health, Arabic, digital journalism, bioethics,
for the entire EHS community. The death of
and Japanese. Thank you for all the ways in which you
revered faculty member Joe Halm last summer was a tremendous loss to students and faculty.
The admissions picture for the 2015-16 school
In the early spring we mourned the death of
year was the strongest I’ve seen during my time
faculty spouse Jeff Williams, husband of Associate
at EHS, with a 13 percent increase in completed
Dean of Students Stacie Galiger (Williams) and
applications – the most selective acceptance rate
father to three wonderful little girls. The entire
F. Robertson Hershey Headmaster
WWW. EHSA N N UA L REPORT.ORG
OVERVIEW Thank you. Our alumni, parents, grandparents, faculty, staff, and friends have responded with tremendous energy and generosity. You have given resources in record numbers, shared talent in creative ways, and volunteered your time to provide for our students a meaningful and life-changing experience at Episcopal High School. On behalf of the School, thank you for your dedication and commitment to EHS.
SUMMARY OF GIVING 2014-15
Contributions by Constituent
Contributions by Designation 5%
Alumni $6,062,597 Current Parents $2,175,515
Friends, Faculty, Grandparents, Parents of Alumni $2,621,067 Corporations and Foundations $1,306,784
*Gifts from alumni who are also parents or grandparents are reflected in the alumni total only.
Unrestricted Endowment/Capital $7,462,041
Restricted Capital $1,100,000
Roll Call (Annual Fund) $2,975,628
Restricted Endowment $628,294
TOTAL RAISED IN GIFTS AND COMMITMENTS 2014-15
FUNDING PRIORITIES Tuition simply does not cover the cost of the full EHS experience. The Roll Call provides critical currentuse funds for the operating budget; capital gifts enable the School to care for and enhance our campus; and gifts to the endowment allow the School to ambitiously expand programs and increase access for students who could otherwise not dream of attending EHS. We are extremely fortunate that the majority of our donors make unrestricted gifts, giving the Board the flexibility to implement the programs and facilities most vital to our community.
CURRENT PRIORITIES INCLUDE: Endowment
Financial Aid Washington Program Leadership and Ethics Program
International Travel and Service
Student Center in Stewart Gym
Callaway Chapel Enhancements
McAllister Health Center Renovation
Hoxton House Preservation Faculty Housing
MIMI SCHWANDA EHS Leadership and Ethics Program Coordinator Math Teacher and Cross Country Coach The 2014-15 school year marked the launch of the Leadership and Ethics Program, a four-year curriculum including six dedicated workshop days per school year. “One of the things we always say that we do is teach students to be leaders,” says Schwanda. “We wanted to make sure we were actually doing that in the best, most intentional way.”
Myth Busters “We spent a lot of the workshops debunking the idea that a leader is someone who is loud, peppy, outgoing, and funny,” she says. “Anyone can be a leader. I love when the students realize that they can lead just by being good members of the community.” From Fresh to Seasoned Anyone can be a leader – even a 22-year-old straight out of college, which Schwanda was when first hired at EHS. Now she is the Leadership and Ethics Program Coordinator; a math teacher and cross country coach; and, thanks to endowed funding for professional development, a graduate of U.Va.’s Curry School of Education.
The Right Thing “I love helping students make decisions and realizing that we can’t just expect them to know how to do the right thing. Sometimes we actually have to teach this in the same way we teach math and science.”
Leaders Lift Up “I’ve learned that good leaders bring up the people around them, making sure that everyone else gets what they want or need before they do. It’s sort of the idea of service leadership – helping others shine. And this is a community where people do that.”
WWW. EH SA N N UA L REPORT.ORG
OVERVIEW FROM THE TREASURER We finished the 2014-15 school year financially fit, with a prudent surplus, while maintaining our high standards for student selectivity and academic and extracurricular programming. That surplus was due to strong enrollment; robust endowment earnings; and a solid Roll Call performance, up 4 percent over last year, reaching a new record of $2.975 million. Thanks to the generosity of our alumni, parents, and friends, we continue to have the resources to make Episcopal the exceptional school it always has been.
OPERATING REVENUE AND EXPENSES
Gross Tuition $22,041,950
Salary and Benefits $14,803,434
Debt Service $2,351,265
Endowment Draw $5,500,000
Other Income $917,409
Financial Aid $5,555,737
General Institutional $3,033,165
Plant and Utilities $1,993,059
Contract Services $2,803,571
Capital Expenditures $1,991,349
Foundation Support $3,878,272
ROLL CALL Episcopal is blessed to have the incredible support of alumni, parents, and friends of the School. The online Annual Report recognizes more volunteers than ever before, and the School’s alumni and parent participation in the Roll Call again places EHS among the best supported schools in the country. We are grateful to you all! Your combined Roll Call giving of $2.975 million offered direct support to our students.
Y E A R O F I M PAC T 2 0 1 4 -1 5
Architects were selected to transform Stewart Gym into a state-of-the-art student center. A gift from Louis Bacon ’74 jump-started the renovation project, scheduled to begin in December 2015.
12 students spent three weeks in the wilderness of Montana, Wyoming, and Idaho on the annual Diamond Acre Expedition, sponsored by Trustee Emeritus and former Chairman John Townsend ’73.
Roll Call Contributions by Constituent
Looking for your name or a classmate’s? Visit:
Alumni (includes estates and bequests) $1,656,988
Friends, Faculty, Grandparents, and Parents of Alumni $266,034
Current Parents $823,572
Corporations and Foundations $229,034
ROLL CALL HISTORY 2005
THE WASHINGTON PROGRAM
THE ONLINE CHRONICLE
Partnering with 102 D.C.-area businesses and organizations in 2014-15, the redesigned Washington Program kicked off with four concentration areas: cultural awareness, entrepreneurship, public policy, and sustainability.
155 students attended EHS in 2014-15 thanks to financial aid generated by $5.5 million in endowed scholarship funds established by alumni and parents.
Editors Morgan Lineberry ’15 and David Febrillet ’15 launched the first online edition of the Chronicle, which garnered 33,354 page views in its first year. WWW. EH SA N N UA L REPORT.ORG
ROLL CALL ROLL CALL PARTICIPATION: DO SMALL GIFTS REALLY MAKE A DIFFERENCE? Episcopal has one of the highest secondary school annual fund participation rates in the country. Forty-seven percent of alumni gave to the Roll Call this year, and every gift, no matter the size, helps fuel school pride and drive Roll Call momentum. Higher alumni participation rates also make EHS eligible for certain grants because each gift is a vote of confidence in our programs, people, and mission.
ROLL CALL PARTICIPATION
Top 10 Classes – Participation Class
Top 10 Classes – Participation Increase 2015 Participation
Y E A R O F I M PAC T 2 0 1 4 -1 5
SEMINARY HILL CUP
LEADERSHIP AND ETHICS PROGRAM
168 EHS girl athletes defeated St. Stephen’s & St. Agnes School, bringing home the Seminary Hill Cup for the fourth time in the cup’s seven-year history.
The new Leadership and Ethics Program hosted the second of 6 full-day, school-wide workshops of the academic year this month, focusing on empathy, ethics, community, and leadership.
ALUMNI ROLL CALL DONORS BY STATE
WA 10 MT 1 OR 2
TN 55 AR 6
MD 96 DC 90
SC 143 MS 12
NJ 23 DE 12
MA 20 CT 37
IA 1 IL 9
VT 3 NH 3
NV 4 UT 1
LESSONS AND CAROLS
EHS beat Woodberry 28-17 in Orange, Va., at the 114th playing of The Game.
24 Christmas wreaths decorated campus as the community gathered for Lessons and Carols, a favorite EHS tradition.
This new spring semester course taught by CFO Boota deButts â€™76 and math teacher Matt Fitzgerald provides an introduction to entrepreneurship through discussion, off-campus visits to local businesses, and hands-on projects. WWW. EHSA N N UA L REPORT.ORG
ROLL CALL ROLL CALL GIVING: GROWTH IS GOOD As costs rise, the Roll Call must rise to the occasion. Episcopal’s Randolph Fairfax Society, which recognizes our most generous donors, grew to a remarkable 169 donors this year, accounting for 66 percent of the total Roll Call. Donors who increase their support – often alumni celebrating a reunion, senior parents marking a graduation, or those who simply have more to give – help EHS cover ever-increasing expenses each year.
ROLL CALL GIVING
Top 10 Classes – Giving
Top 10 Classes – Giving Increase (as a %)
Alumni Reunion Giving 2014 vs. 2015
$50,000 $40,000 $30,000 $20,000 $10,000 $0
Callaway Loyalty Society Membership as a Percentage of Alumni Donors
CALLAWAY LOYALTY SOCIETY: MOST OF OUR ALUMNI DONORS GIVE EVERY YEAR
Our alumni are spread far and wide, but year after
year they remember The High School. Sixty-one
percent of alumni donors give every year, earning
them membership in the Callaway Loyalty Society.
In fact, nearly 20 percent of alumni donors have
given every year for the past 20 years or more.
Consecutive Giving Years
Don’t see your class listed among the Top 10? Go online to find out where you stand:
Each Year Since Graduation (College Age Alumni)
20 years or more
ALL ALUMNI DONORS
CALLAWAY LOYALTY SOCIETY MEMBERS
HELEN GRASSI ’03 Callaway Loyalty Society Member College Counseling Assistant and Coach, The Winsor School Although she grew up only a few miles from EHS, in Chevy Chase, Md., Grassi remembers herself as one of the Washington Program’s most enthusiastic patrons. “I signed up for everything,” she says. “You know how sometimes when you live in a place you don’t really experience it? Then I came to Episcopal. I wanted to learn more about the place where I had grown up.”
Learning to Learn “How do I say this? Before coming to Episcopal, I was not a very studious person. And I was a little quiet. But my EHS teachers drew me out. They would call on me all the time and hold me accountable. They taught me to be more of a student – my teachers, the School, everyone.”
Greatest Takeaway “It’s okay to ask people for help. Because of Episcopal, after each first day of class at Hobart and William Smith I would go up, introduce myself, and get to know my professors. That really helped me get through college.”
Above and Beyond “Episcopal shaped me above and beyond any other educational institution that I attended. If you love something, you give back to it.”
WWW. EHSA N N UA L REPORT.ORG
ROLL CALL CURRENT PARENTS: AWE-INSPIRING GIFTS AND PARTICIPATION Current parents absolutely lead the charge in Roll Call participation (80 percent) and gift size ($3,229 average). We ask senior parents to go even further. This year, 92 percent of senior parents gave $453,123 to the Roll Call, an increase of 123 percent over junior year.
DR. CHRISTOPHER HOWARD Parent of Joshua Howard ’15 and EHS Trustee President, Hampden-Sydney College The grandson of sharecroppers, Dr. Howard is one of the youngest college presidents in the country – and one of the most accomplished and energetic men you’ll ever meet. “I’ve heard the stories of the sacrifices that were made before me,” says Howard. “I’ve heard them my whole life. I was brought up in a house where there were really no excuses for not doing the best you could.”
Parenting Philosophy “I only demand of my kids that they be good people, respectful people,” he says, “people who are willing to support others in some way. But their path is their path. I don’t expect them to be me.”
Ideas and Ideals Joshua might have been known around campus for his speed in the 400-meter, but – “His niche was words, arguments, language, expressive thoughts, ideas, and ideals. In his Harlem Renaissance class, he really soared.”
Boarding Life “‘Shipping your kid off to boarding school’ – of course it’s a misnomer. It was about providing our children with a life-changing and lifeaffirming opportunity to be the best young people they could be.”
Biggest Surprise “Two things: I didn’t realize how many people had connections to Episcopal. And I was surprised by the deep friendships my wife and I have made with other parents, coaches, and teachers.”
Litmus Test “I have asked both of my sons where their future children will go, and Joshua said his first-born is going to Episcopal. He’s already decided.”
Y E A R O F I M PAC T 2 0 1 4 -1 5
ROOMFUL OF TEETH
The Grammy Award-winning a cappella group Roomful of Teeth taught, performed for, and sang with students as part of the 2015 Jay Walker Symposium, established by friends of John Luther Walker, Jr. ’54.
EHS students competed in 19 events across all areas of science and engineering in the Northern Virginia Science Olympiad. Winners included Jack Bai ’16, Leah Joo ’16, Maura Kitchens ’16, Amy Lim ’17, Joseph Lin ’16, Juhyeong Park ’15, and Jess Yang ’16.
CURRENT PARENT ROLL CALL GIVING AND PARTICIPATION $1,059,037 TOTAL
Class of 2016
Class of 2017
Class of 2018
100% 90% 80%
70% 60% 50% 40% 30% 20% 10%
Class of 2015
KOREAN ALUMNI ASSOCIATION
This yearâ€™s Advisory Council worked with the Advancement Office to launch CONNECT: an initiative designed to strengthen our global community and extend the EHS experience beyond graduation. More than 250 alumni and parents attended CONNECT events in D.C. and N.Y.C.
The Korean Alumni Association became the first official regional alumni association of Episcopal High School, serving the 77 EHS alumni who live in Korea.
DOMINICAN REPUBLIC SERVICE LEARNING TRIP
21 Episcopal students and four faculty members partnered with Bridges to Community to serve and work alongside the residents of Derrumbadero, helping to construct a new youth center made from sand-filled plastic bottles.
THE BELL SOCIETY Members of The Bell Society are forward-thinkers who ensure a bright future for Episcopal by including EHS in their estate plans. A planned gift made 50 years ago can mean a world of difference in the life of a student today – or 50 years from now.
RICHARD BERKELEY ’70 Bell Society Member and EHS Trustee Retired Partner, Camden Partners Berkeley was 13 when his father, former Trustee Alfred R. Berkeley, Jr. ’35, died suddenly of a heart attack. Headmaster Thomsen wasted no time in offering Berkeley a generous scholarship – a home on the Hill no matter what. “My mother was a very courageous and strong person who set about the task of finishing the education of her three children,” says Berkeley. “I was very, very appreciative of Episcopal extending its hands in support during that time.”
According to Whispers Despite early misfortune, “Bliss is no stranger to
Philanthropic Philosophy “I like to support entrepreneurial endeavors.
Richard,” wrote the 1970 yearbook staff, “and optimism is his calling card.”
I think that innovation, leadership, education broadly defined, and scientific breakthroughs are all terrifically important and very much in need of support.”
The Bell Benefit “I think that education is the great equalizer,” says Berkeley, “the great path to leveraging opportunities and expanding horizons. One of the benefits of planned giving programs such as The Bell Society is talking with your family about values and programs that are important to you.”
Y E A R O F I M PAC T 2 0 1 4 -1 5
From Washington to the World “Two areas I am particularly excited about are the new entrepreneurship and sustainability concentrations of the Washington Program. These areas can carry the School and the student population a long way in distinguishing their intellectual interests and their exposure to world events and issues of international import.”
DR. PAULA FINDLEN
Dr. Paula Findlen visited EHS as the Ben Geer Keys Scholar-in-Residence to share her understanding of how science, culture, and creativity transform history. The program was established by W. Hayne Hipp ’58 in honor of his friend Ben Geer Keys ’56.
New York Times Op-Ed Columnist and human rights activist Nicholas Kristof visited campus to receive the Allen C. Phillips Lecture on Integrity in Action Award, established by Headmaster Rob Hershey, John Burress ’54, John Walker ’79, and Ed Walker ’85.
Planned Giving Spotlight: Sperry Lecture Hall Unrestricted bequests established 40 years ago by Maria and William H. Sperry ’35 enabled the School to leap forward in its progress toward a new student center in 2014-15. In tribute to the Sperry family’s generosity, the once nameless third-floor lecture hall in Hummel Learning Center has been designated the Sperry Lecture Hall.
BELL SOCIETY MEMBERS: 167
BEQUESTS REALIZED IN 2014-15: $2,230,798
2015 REUNION ATTENDANCE BY CLASS
126 Seniors 67 Colleges/Universities 23 Merit Scholarships
50 40 30 20 10 0
2000 2005 2010
ENDOWMENT Gifts to the endowment ensure that Episcopal continues to attract a gifted faculty and a talented and diverse student body by funding faculty incentives, financial aid for deserving students, academic program enhancements, and ongoing campus maintenance. We are grateful for the wisdom and experience of the Board Investment Committee, whose careful oversight and stewardship of the endowment is one of the reasons EHS continues to earn a solid “A1 bond rating with positive outlook” from Moody’s Investors Service.
VALUE AS OF JUNE 30, 2015: $214,031,308 New Capital and Endowment Gifts and Commitments
Endowment Asset Allocation
23% 64% 27%
New Pledges $4,054,824 New Cash Received $2,228,303
Multi-Strategy Hedge Funds
Absolute Return Hedge Funds
Total Value of Endowment FY95
ENDOWMENT SPOTLIGHT: FINANCIAL AID When you give to Episcopal, you are giving current and future students the Episcopal experience. Gifts to the endowment increase access to Episcopal through financial aid, a top priority for our Board and many of our donors. On behalf of the many lives you will forever change: thank you. And thank you to the 188 donors who gave $66,447 in 2014-15 to the Joe Halm Scholarship Fund, established in loving memory of science teacher and cross country coach Joe Halm, who passed away suddenly in July 2014. This inspirational educator made an everlasting impact through the students he taught and coached, and now the scholarship in his name will influence the lives of countless future EHS students.
WWW. EHSA N N UA L REPORT.ORG
THE WORLD IS CLOSER HERE A GLOBAL COMMUNITY OF DONORS
It is staggering to know that the
extended EHS family touches every
corner of the globe. Thank you for
keeping us close no matter how far you
travel across distance and time. Your
People’s Republic of China
support makes everything possible.
United Kingdom United States
Republic of Panama
UNITED STATES BERMUDA DOMINICAN REPUBLIC
PEOPLE’S REPUBLIC OF CHINA
TAIWAN ROC HONG KONG
JAMAICA, W.I. HONDURAS REPUBLIC OF PANAMA
SCOTT KIM ’93 EHS Korean Alumni Association President Head of Global Real Estate, National Pension Service of Korea What does it say about Episcopal that its first official regional alumni association popped up 7,000 miles away in Seoul, South Korea? And what does it say about Korea? “In Korean society, the high school connection network is very strong,” says Kim. “I want the EHS Korean Alumni Association to become the first and strongest alumni association of Korean students who went to school outside Korea.”
Study Abroad “In Korea when you’re in high school, all you do is study,” he says. “I wanted to do more than that. Before I came to Episcopal, I was studying English on the weekends with an American couple living in Korea. They worked at the Pentagon, and they offered to take me to the United States and be my guardians while I attended school. I raised my hand and said I wanted to go.”
Family Ties “The classmates and Korean friends I went to school with are like family. We lived together in a place that was entirely new – the language, the people. Now when we see each other, we’re not friends; we’re almost brothers.” After Episcopal After graduating from Columbia University, Kim returned to Korea for two years of mandatory military service. He now helps manage Korea’s $500 billion pension fund – the third largest in the world. “I work out of patriotism for Korea. All the leadership and teamwork I learned at Episcopal – I’m using that here.”
WWW. EHSAN N UA L REPORT.ORG
Non-Profit Organization U.S. Postage
1200 North Quaker Lane Alexandria, VA 22302
PAID Permit No. 105 Alexandria, VA