SIU Foundation Annual Report 2012

TOGETHER

WE P O W E R SIU 2012 ANNUAL REPORT

Content People Investing in People Close Connections and Wide Impact Improving the Lives That SIU Touches Financial Position Activities Endowments Contributions Expenditures Foundation Board Foundation Staff

Our 2012 Annual Report includes stories that exemplify the impact of private giving. For instance, the Paul Simon Institute is presenting a wonderful opportunity to deserving students through the Alexander Lane Internship Program. The internship – named in honor of SIU Carbondale’s first AfricanAmerican male student – presents at least one student with an opportunity to work with a minority member of the Illinois General Assembly. Alumni and donors, in short order, have responded enthusiastically to this initiative.

Mary Kay Moore President SIU Foundation Board of Directors

A generous gift from Tom Murray, a retired executive in Chicago, is providing financial support to students in the College of Engineering. The Thomas J. Murray Scholarships are presented to top-notch students in the college. Tom, who also serves on the Special Olympics Illinois Board, understands the importance of philanthropy. He has accepted a leadership role with Special Olympics, in addition to stepping up for his alma mater.

Also, you will read about a special event hosted by the Simmons Cancer Institute in SIU’s School of Medicine in Springfield.

Denim & Diamonds, now in its 12th year, raises funds to support innovative research projects and resources to comfort patients.

We have all been touched by cancer in some form or fashion.

Needless to say, this is a wonderful cause. And supporters have rallied around this effort as the event typically sells out with more than 600 guests on an annual basis.

The philanthropy shown in each of these initiatives is exemplary.

Alumni and donors are truly advocates and champions for students who are striving to attain knowledge in their profession, or working hard to fund an education toward their college degree. Additionally, as demonstrated through Denim & Diamonds, you can have an even broader impact in the fight against cancer. Big things are truly within reach because of your commitment and devotion to this University.

Last year, I wrote about a sense of community. This is essential.

If our volunteers, alumni, friends, and University leadership and staff continue pulling together, the possibilities are endless.

It is up to all of us to foster a bright future for SIU Carbondale.

Your continued commitment and support is greatly appreciated.

Thanks for Investing in Saluki Futures.

PEOPLE

INVESTING IN

PEOPLE

Engineering students at SIU Carbondale are benefitting from a retired executive’s reconnection with his alma mater.

Tom Murray, a 1967 engineering technology alumnus, retired in 2007 as executive vice president and one of the owners of Sargent & Lundy Engineers, an electric utility industry company he served for more than 40 years. As a member of Sargent & Lundy’s corporate executive team, Murray was responsible for strategic planning, risk management, policy development, financial planning and annual budgeting, and profit/loss for a services group, in addition to broad corporate issues. The firm had revenues exceed $450 million annually.

One of Murray’s quests in retirement has been to reconnect with the University. And he has done so.

Tom and Jan Murray established a fund to financially support student scholarships in the College of Engineering. The Thomas J. Murray Scholarships commenced in 2008 and are presented on an annual basis to deserving students through the college’s dean. The scholarship is unrestrictive and is presented at the discretion of college officials.

“It seemed like the right time to reestablish my relationship with the University,” Murray says. “My career was launched at graduation from SIU. It’s time to support the University that has meant so much to me. SIU has always been a special place for me. Hopefully, this scholarship support helps students receive the education and training necessary to attain success in their careers as well.”

John Warwick, dean of the College of

Engineering, adds: “The Thomas J. Murray Scholarships are the single largest group of annual academic scholarships awarded by the College of Engineering. The current four awardees (each receiving $5,000 scholarships) graduated from McHenry Community High School, Peoria High School, Prairie Ridge High School, and Glenwood High School.

These students are all extremely strong academically (3.9-4.0), and are taking on leadership roles with our college.”

Murray is a registered professional engineer in many states. In addition to authoring many technical publications, he holds memberships in the Illinois Society of Professional Engineers, the Institute of Electrical and Electronics Engineers, and the University Club of Chicago. He has traveled extensively to Australia, China, Egypt, France, Germany, India, Indonesia, Italy, Kingdom of Bahrain, North and South Korea, Saudi Arabia, Spain, Syria, Thailand, the United Arab Emirates, the United Kingdom, and Yemen.

Murray made another commitment in retirement. He has been a member of the Special Olympics Illinois Board since 2004, serving as its chair in 2008, the year the Special Olympics celebrated its 40th anniversary.

The SIU Carbondale graduate is currently Board Governance and Membership Chair.

“Once you attend a Special Olympics event you’re hooked,” he says. “You will continue to attend events and become engaged in the movement and that is what has happened to me. It is deeply fulfilling. The Special Olympics movement had its roots at SIU Carbondale with Dr. Will Freeberg.”

If you would like to establish a scholarship in the College of Engineering, contact Eden Thorne, director of Development and Alumni Relations, at (618) 453-4760 or thorne@siu.edu.

CLOSE CONNECTIONS

AND WIDE IMPACT

An elegant gala has become a key player in the fight against cancer for the Simmons Cancer Institute (SCI) at SIU School of Medicine.

For more than a decade, the Denim & Diamonds Gala has served as a testament to the power of philanthropy and all it has enabled in the fight against cancer. The event sells out with more than 650 attendees annually.

All funds raised support innovative research projects that move laboratory discoveries into the clinical setting, enhancing patient comfort within the facility and providing essential state-of-the-art equipment.

In the last 12 years, Denim & Diamonds has raised more than $1.5 million in the fight against cancer.

“We have loyal sponsors who are integral to the success of Denim & Diamonds. Supporters and friends of SCI look forward to this function and participate with a great deal of enthusiasm,” says K. Thomas Robbins, M.D., director of Simmons Cancer Institute at SIU in Springfield.

“Funds raised at Denim & Diamonds address the cancer care needs of our region. People gather for a cause that affects us all.”

The mission of the Simmons Cancer Institute is to serve the people of central and southern Illinois by addressing their present and future cancer needs through education, research, patient care, and community service.

Denim & Diamonds – hosted annually for the last 12 years – features both live and silent auctions with impressive items. This year’s event, held in October, included one year’s use of a 2013 BMW 750Lxi from Isringhausen Imports. Other items include gourmet dinners, sporting event tickets, original artwork, vacation homes, one-ofa-kind jewelry, and more. Guests also enjoy live music and an elegant sit-down dinner.

“Everyone coordinates efforts beautifully each year to make this program so special,” says Paula Milling, sponsorship chair, Denim & Diamonds Committee.

“From our sponsors who partner with us, to numerous devoted volunteers, committee members and staff, Denim & Diamonds is a success because people make an extraordinary commitment.”

IMPROVING THE LIVES

THAT SIU TOUCHES

Southern Illinois University Carbondale’s longstanding commitment to diversity and inclusion has been recognized on a national level.

In particular, African-American students continue to graduate from the institution at a high rate.

The magazine “Diverse: Issues in Higher Education” annually publishes its Top 100 Undergraduate Degree Producers.

SIU Carbondale has ranked in the Top 50 among all universities for conferring baccalaureate degrees in all disciplines to AfricanAmericans. The University has also ranked 30th for AfricanAmerican bachelor’s degrees awarded by traditionally white institutions. And the University continues to provide opportunities to minorities.

Lauren V. Connor, a senior from Maywood, was awarded the first Alexander Lane Internship by the Paul Simon Public Policy Institute at SIU Carbondale.

humankind by empowering people to be the change they want to see in the world.”

She said the arts have a positive impact on the education of children and “one of my career goals is to create an entertainment company that focuses on expanding arts programming for at-risk youth. Using my knowledge of the political and legislative process, I will be more equipped to work with the legislative, cultural and technical details” of that goal.

Lauren Connor (left) is pictured with State Senator Toi Hutchinson

Connor, who is majoring in theater with a minor in political science, received a $6,000 stipend to work for the Legislative Black Caucus at the Illinois Legislature in Springfield during the spring semester.

During her internship, Connor worked under Toi Hutchinson, one of the chairs of the Legislative Black Caucus, and other leaders. Her mentor during the program will be Linda Baker, visiting professor at the institute, who works in Springfield during sessions.

In her letter of application, Connor said, “I have always had the desire to use theater and performance art as a vehicle for social change and justice. I personally feel that both theater and political science are closely related in their attempt to better

Lane was the first black male student to graduate from SIU Carbondale and the internship was created to honor him. He was born a slave in pre-Civil War Mississippi, moved to southern Illinois as a child and used an opportunity for an education to change his life story. After graduating in the late 1800s, he proceeded to graduate from Rush Medical School and become a doctor in Chicago.

Later, he was elected to the Illinois House of Representatives where he became one of the first African-Americans to serve in that chamber. He is buried in Carbondale.

The endowment fund to honor Lane and finance the annual stipend is accepting continued donations.

More than $125,000 in gifts and pledges have been raised to date toward an initial goal of $150,000.

“Lane’s perseverance in overcoming barriers and achieving his goals serves as an inspiration to today’s students,” said Lane biographer Pam Smoot, an assistant professor at SIU. “We are grateful for the support in helping tell the story and to those who have made contributions to send a student looking for opportunity to serve an internship in the Illinois General Assembly in Lane’s name.”

For more information about the internship, contact Matt Baughman at (618) 453-4001 or baughman@siu.edu.

Statement of Financial Position As of June 30, 2012

Assets Cash and Cash Equivalents Receivables Pledges Receivables, Less Allowance of Doubtful Accounts Other Receivables Total Receivables Investments Investments Assets Held Under Split-Interest Agreements Investment in Real Estate Cash Surrender Value of Life Insurance Total Investments Net Property and Equipment Intangible Assets Other Assets

Total Assets Liabilities Accounts Payable and Other Liabilities Obligations Under Split-Interest Agreements Agency Funds Payable Deposits Held for Others Total Liabilities Net Assets Unrestricted Temporarily Restricted Permanently Restricted Total Net Assets

Total Liabilities and Net Assets

$296,937

13,386,862 162,055 13,548,917

124,029,184 6,990,206 190,000 459,840 131,669,230 734,816 1,919,551 334,484

$148,503,935 $263,426 3,305,122 1,926,717 197,909 5,693,174 7,733,510 (71,193) 58,551,042 76,597,402 142,810,761

$148,503,935

Activities

As of June 30, 2012 Support and Revenue Contributions Allowance for Uncollected Receivables Change in Value of Split-Interest Agreements Investment Income Fundraising Service Income Support Service Revenue Other

Total Support and Revenue

$7,999,624 54,213 (110,711) (281,805) 805,113 5,025,369 315,383

13,145,586

Expenses Program Services: Scholarships University and Community Programs Academic and Research Support Total Program Services

2,769,241 1,406,120 3,672,464 7,847,825

Support Services: Management and General Fundraising Total Support Services

5,179,944 3,129,525 8,309,469

Total Expenses Change in Net Assets Net Assets - Beginning of Year Net Assets - End of Year

16,157,294 3,011,708 145,822,469 $142,810,761

Endowment Pool The SIU Foundation receives endowment contributions and invests them into the endowment investment pool for perpetuity. An annual distribution of a portion of the revenue generated from the endowment accounts is transferred to corresponding current accounts and used according to donors’ restrictions. Many of the contributions are designated for scholarships, research, and the general support of colleges and departments. Please visit www.siuf.org for more information.

The SIU Foundation endowment is invested as follows:

In Thousands

Money Market

Hedge Funds

$2,507

$5,170

Alternatives $6,033

U.S. Equities $48,287

Fixed Income $15,499

International Equities $13,893

Total: $91,388

Contributions The SIU Foundation accepts contributions in the form of cash, securities and real estate or personal property. Many corporations will match the contribution of employees, officers, directors, and in some instances, spouses and retirees. The SIU Foundation also accepts various types of planned gifts, whereby the donor makes a gift commitment during his or her lifetime that will benefit the University in the future. Planned gifts are in the form of bequests, gift annuities, charitable remainder trusts, charitable lead trusts, and life agreements.

The SIU Foundation applies a one-time, six percent supplement fee to all gifts of cash and securities. The Foundation uses five percent of the fee to fund central fundraising operations and returns one percent to the generating colleges or units to support their specific fundraising activities. It is the Foundation’s goal to increase private support to enhance the University’s mission of being a comprehensive undergraduate and graduate research institution. Donors contributed a total of $25 million during FY12.

Gifts in kind $749,772 Cash contributions and pledges Gifts given directly to SIU $17,205,867

$7,061,561

Expenditures Donors can designate their contributions for items such as scholarships, faculty support, research, facilities and equipment. Donors also can contribute toward general support with an unrestricted gift. The SIU Foundation provides support of the University mission through contributions received and investment revenue generated. The SIU Foundation’s expenditures are represented as follows:

Teaching and research

Equipment $162,057 Expendable goods $579,882

Scholarships $1,865,664

Prof. dev. and travel $137,016

$1,154,816 Grants to the University $3,984,391

SIU Foundation Board of Directors As of June 30, 2013 President

Mary Kay Moore ’78, M.S. ‘81 Retired CEO & Co-Owner Center for Comprehensive Services Carbondale, IL

President-Elect

Greg N. Cook President Cook Portable Warehouses Makanda, IL

Members

John Benitez, M.D. ‘81 Academic Practice, Managing Director/Assoc. Professor Vanderbilt University School of Medicine Nashville, TN John S. Brewster, J.D. ‘76 Partner Winters Brewster Crosby & Schafer LLC Herrin, IL Marcia L. Bullard ‘74 Retired CEO, Editor, President Gannett Company Washington, D.C. Rita Cheng Chancellor Southern Illinois University Carbondale, IL

Larry R. DeJarnett ’62, M.S. ‘63 Managing Director The LAMAR Group Palm Desert, CA

F. Lynn McPheeters ‘64 Retired Vice President/CFO Caterpillar, Inc. Peoria, IL

G. David Delaney ‘83 Executive Vice President & COO PotashCorp.

Lake Forest, IL

Willie Pearson, Jr., Ph.D. ‘81 Professor of Sociology & Chair School of History, Technology & Sociology Georgia Institute of Technology Atlanta, GA

William F. Hartmann ‘79 Vice President Hilliard & Lyons, Inc. Anna, IL Kenneth J. Hull ‘58 Retired Chairman and CEO Follett Corporation Downers Grove, IL Marvin K. Kaiser ‘63 Retired Chief Administrative Officer Doe Run Company Mayfield, KY Camelle W. Logan ‘89 President and CEO Teaming Solutions Cordova, TN William R. Lymangood, Jr. ‘72 Executive Director & Portfolio Manager Morgan Stanley, Inc. Naperville, IL

Pamela K. Pfeffer ‘67 Community Leader Nashville, TN Glenn W. Poshard ’70, M.S.Ed. ’75, Ph.D. ‘84 President Southern Illinois University Murphysboro, IL Marsha G. Ryan, J.D. ‘87 Physician, Surgeon, Professor of Law Murphysboro, IL Matthew S. Solverson ‘86 Director, Marketing & Business Development General Dynamics Ordnance & Tactical Systems Carbondale, IL Howard M. Spiegel ‘75 Account Manager Arrow Semi-Conductor Buffalo Grove, IL

SIU Foundation and Related Staff As of June 30, 2013

James G. Salmo, Chief Executive Officer

Judith Ray, School of Law

Elizabeth Banycky, Director and Treasurer

Rebecca Stenhaug, Central Development and College of Agricultural Sciences

Pat Moline, Director of Development Barbara Bogard, Business/Administrative Associate and Corporate Secretary

Advancement Services

Twyla D. Adkisson-Peak, Director of Research and Data Integrity Beth L. Mohlenbrock, Executive Director David B. Schwartz, Director of Information Systems Linda Wright, Director of Gift and Biographical Processing

Annual Giving

Nanditha Balasubramanian, Director of Annual Giving

Constituent Development Directors

Matthew C. Baughman, Paul Simon Public Policy Institute

Eden Thorne, College of Engineering Tracee Tyner Norris, College of Liberal Arts Vacant, College of Business Vacant, College of Education and Human Services Vacant, Intercollegiate Athletics

Constituent Relations Leah Bahr, Annual Fund Director

Corporate & Foundation Relations Jill Gobert, Director

Development Communication Emily Hunsaker, Editorial Assistant Greg Scott, Director

Planned Giving

Mary Carroll, Chicago Region

Yvonne M. Spencer, Director

Deborah Case, School of Medicine

Financial Services

Ronald D. Graves, College of Mass Communication and Media Arts

Cindy Ciganovich, Investment Specialist Marla Fuller, Director of Gift Accounting

Kevin Lister, College of Applied Sciences and Arts

Kimberly Hawk, Director of Accounts Payable

Kristine McGuire, Library Affairs

Kristy McClurken, Budget Officer Coordinator

Tanna Morgan, College of Science

The Southern Illinois University Foundation

was established in 1942 to solicit, receive, hold and administer gifts from private sources for educational purposes. The SIU Foundation provides alumni and other friends a means to invest in the future of their university. The Foundation is an independent, nonprofit corporation, which exists solely to further the mission of SIU Carbondale. It is a designated 501 (c)3 organization with appropriate approval from the Internal Revenue Service to issue tax deductible receipts for private gifts received to support Southern Illinois University Carbondale.

The mission of the SIU Foundation is to maximize private support for SIU Carbondale to assist the University in achieving its long-range goals. As outlined in the Strategic Plan, the activities, programs, and efforts of the SIU Foundation will be driven by five priority focus areas. These areas are developing next wave fundraising programs; fostering and improving relationships with key constituency groups; recruiting and retaining strong, highcapability staff; creating comprehensive marketing strategies; and implementing improved board governance and leadership structures. Throughout the coming years, the SIU Foundation will continue to raise money with the help of others, tout our quality board and staff, and tell its story.

Produced by the SIU Foundation Division of Development and Alumni Department of Development Communication Southern Illinois University Foundation Colyer Hall – Mail Code 6805 Southern Illinois University Carbondale 1235 Douglas Drive Carbondale, Illinois 62901 (618) 453-4900 siuf@siu.edu www.siuf.org Editor: Greg Scott Designer: Emily Hunsaker Photographers: Steve Buhman, Rusty Bailey and Jeffrey Garner Contributors: Libby Banycky, Barb Bogard, Marleen Shepherd

2012 Annual Report