JUNIPERO SERRA HIGH SCHOOL “A Catholic College Preparatory” Annual Report 2 0 0 6 - 2 0 0 7 Page intentionally left blank. This Annual Report represents our giving records from July 1, 2006 thru June 30, 2007. Please contact the Development Office with corrections and accept our apologies for any inadvertent omissions. Annual Report Annual Financial Report for alumni, parents and friends of 2006-2007 Junípero Serra High School Phone 650.345.8207 inside this issue Fax 650.573.6638 PRINCIPAL 2 Letter from the Board of Regents Chair Lars Lund [email protected] 3 Principal’s Letter DIRECTOR OF 4 Board of Regents DEVELOPMENT AND ALUMNI RELATIONS 6 Fundraising Summary & Designation Russ Bertetta ‘67 [email protected] 8 Parent Pledge Program MAJOR GIFTS & BEQUESTS 11 Principal’s Circle Michael Peterson [email protected] 14 Annual Alumni Giving DIRECTOR OF 22 Consecutive Years of Alumni Giving PUBLIC RELATIONS Michelle Wilkinson 24 Capital Campaign Gifts [email protected] Memorial Endowment Funds CIRCULATION 26 Moya Goddard Annual Golf Classic Sponsors [email protected] 31 Pam Robbins [email protected] 32 Auction Underwriters 33 Gifts This publication is designed and edited by Michelle Wilkinson 37 Fund-A-Dream Scholarship Luncheon 38 Crew Donations Photo Credits: Admissions Director Randy Vogel Endowed Scholarship Fund Athletic Director Kevin Donahue 40 Diane Mazzoni Words from Valued Alumni Donors Pat Johnson Studios 42 Prestige Portraits by Lifetouch Administration Principal Mr. Lars Lund Campus Minister Mr. Kyle Lierk Assistant Principal: Academics Mr. Keith Strange Dean of Students Mr. Robert Ferretti Assistant Principal: Student Services Mrs. Marybeth Ortiz Dean of Studies Mr. Barry Thornton Business Manager Mr. John O’Sullivan Director of Guidance Mrs. Renee Duffey Admissions Director Mr. Randy Vogel Major Gits & Bequests Mr. Michael Peterson Alumni & Development Director Mr. Russ Bertetta Director of Public Relations Mrs. Michelle Wilkinson Athletic Director Mr. Kevin Donahue Director of Student Activities Mrs. Patti Ferretti This Annual Report represents our giving records from July 1, 2006 thru June 30, 2007. Please contact the Development Office with corrections and accept our apologies for any inadvertent omissions. ANNUAL REPORT 2006-2007 From the Chair of the Advisory Board of Regents Mrs. Kathy Lavezzo Dear Friends of Serra, I am honored to be this year’s Chairperson of the Advisory Board of Regents! In September 2005, the Archdiocese of San Francisco approved bylaws establishing the Board. The board’s purpose is to assist the Principal and, ultimately, the Superintendent of Catholic Schools by providing advice, counsel and assistance in the following areas: • Strategic Planning • Finance • Development • Buildings and Grounds • Academic Program Strategic Planning Committee: Mike Murphy, Chair 4 Assists in formulating strategic goals for the long-term direction of the school. Finance Committee: Ric Rosario, Chair Provides advice and counsel regarding long-range financial planning, annual budget development, budget monitoring and financial reporting. Development Committee: David Philpott ‘87, Chair Provides advice and assistance concerning the implementation and effectiveness of the school’s long term fundraising and development goals along with support of student recruitment and retention efforts. Buildings and Grounds Committee: Ray Petrin ‘69, Chair Provides advice and assistance regarding the appearance, maintenance and long-term capital improvement of the existing facility. Academic Program Committee: Kevin Dunleavy ‘80, Chair Provides advice and assistance regarding the school’s academic program. Junípero Serra High School is truly blessed by the caliber and commitment of our board members who represent alumni, alumni parents and leaders from business education, government and ministry. The board, working with Serra’s Administrators, plays an integral part in furthering our mission of building young men of faith, wisdom and service. I want to personally thank all the members of the Advisory Board of Regents who have already offered so generously of their time and talents. I look forward to a successful year and thus ensuring Serra continues to stand tall as the premier Catholic educational institution serving the young men of San Mateo County! Sincerely, Kathy Lavezzo, Chair Advisory Board of Regents ANNUAL REPORT 2006-2007 Principal’s Letter Dear Alumni and Friends of Serra: School year 2006-2007 was one for the ages, as evidenced by the following: • The amount of students applying to each freshmen class continues to rise at record levels! For the fourth year in a row, Serra High School is at full enrollment with 1,000 students. • Our theatre arts program performed to full houses in “The Miracle Worker” and “Bye Bye Birdie.” • Our Men’s Chorus earned their second consecutive “Unanimous Superior Rating” at the CMEA Chorus Festival. Our Tri-school Symphonic Band earned a “Superior” rating at the CMEA Band Festival • Our seniors earned $3 million in scholarships, being accepted to all of the UC and CSU campuses, the major Catholic Universities nationwide, the Ivy League, and the United States Naval Academy. • More Serra students are taking Advanced Placement courses than ever before, with scores at the highest levels in the school’s history -- well above the national average. 5 • Varsity league championships in football, wrestling, golf and baseball. As we begin 2007-2008, we are very excited about the new ventures: • We welcome to Serra our new Campus Minister, Kyle Lierk. Kyle comes to us by way of Creighton University in Omaha and the Graduate Theological Union in Berkeley. He and his staff are already making their mark enhancing programs that support our students’ spiritual development. • The arrival of an outstanding cohort of new teachers in Social Studies, English, Spanish, Art, and Science -- more about them in the next edition of TRADITIONS. • We have a brand new all-weather football/soccer field that will properly drain water during winter storms! • The Board of Regents are hard at work on a number of strategic initiatives, one of which is an information night on affordable housing in the Bay Area for K-12 teachers and staff throughout the Archdiocese of San Francisco. Finally, I want to thank each of you -- especially those listed in the 2006-2007 Annual Report for your generous support of Serra. Last year we raised $1.8 million in annual fundraising, launched a strategic campaign to enhance our endowment through planned gifts, and began finalizing our designs for Phase II of our Master Plan. I especially want to thank our alumni for their ever-increasing support of our financial aid program — you men are true Padres! On behalf of our students, thank you for your support. With your help, Serra has become the “destination school” on the San Francisco Peninsula. Your continued support will make it possible for future Padres to attend this great school! Sincerely, Lars Lund Principal JUNIPERO SERRA HIGH SCHOOL In September 2005 the Archdiocese of San Francisco approved bylaws that established Serra’s Advisory Board of Regents. The purpose of this board is to assist the Principal and, ultimately, the Superintendent of Catholic Schools by providing advice, counsel and assistance in the following areas: Strategic Planning Finance Institutional Advancement & Development Buildings and Grounds Academic Comprised of a dedicated cadre of alumni and alumni parents, as well as leaders from business, education, government and ministry, the board has added much value to our efforts to further the mission of Junípero Serra High School. Teresa Anthony Greg Cosko Rev. Msgr. Principal President/CEO Bruce Dreier Our Lady of Hathaway/ Pastor Mt. Carmel School Dinwidde St. Roberts Parish Construction San Bruno Company 6 Kevin Dunleavy ‘80 David Falk Kevin Flynn, 82 Assistant Owner Tax Partner District Attorney Falk Development Ernst & Young, Alameda County & Construction LLP Company James Fox ‘62 Robert Jauregui Kevin Kelly District Attorney Electrical Engineer Chief Executive County of PG&E Officer San Mateo Emerald Packaging, Inc.; Commentator, CNN Financial News Network Kathy Lavezzo Mary Leahy Ron Longinotti ‘72 Account Vice President of President & Manager Human Resources General Manager PG&E Global Information CBS/Viacom Systems KPIX/KBHK Franklin Templeton BOARD OF REGENTS 2006-2007 Msgr. Robert Tom Mohr McElroy President Larry Lumpkins Pastor Canada College Real Estate Appraiser St. Gregory Parish All Bay Valuation Brian Morton ‘83 Michael Murphy Bob Olson ‘85 President President Construction McMorgan & The Bodega Group Manager Company Nova Partners, Inc. 7 Raymond Petrin ‘69 David J. Philpott ‘87 Larree Renda Owner Director, Employee Executive Hy-Tech & Labor Relations Vice President Construction University of San Safeway Francisco Corporation Ric Rosario Angelo Siracusa ‘47 Jim Terranova Executive Vice Retired President/ Venture Capital Fund President, Risk CEO Manager Management Bay Area Council Wilson, Sonsini, Camico Mutual Goodrich & Rosati Insurance Company Br. Raymond J. Lori Whitney Joe Zoucha Vercruysse, C.F.C. Senior Vice President Attorney Director Wealth Management Law Offices of Institute for Citigroup Smith Joseph R. Zoucha Catholic Educational Barney Leadership University of San Francisco FUNDRAISING SUMMARY $1,809,225 Alumni Capital Appeal Parent Pledge Campaign 6.0% 27.4% 5.8% Benefit Auction 11.2% eScrip 1.3% Matching Gifts 8 1.0% Memorial Gifts 1.8% Gifts 45.6% SCHOOL PROFILE